Fidelity MSCI US UtilitiesFUTYETF

13F holders, Q4 2025 (December 31)
258holders +34
33new positions
10sold out
$55.33avg. 13F price*

At the end of Q4 2025, 258 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, up 34 from Q3 2025. 33 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($502.1M), AE Wealth Management LLC ($75.7M) and LPL Financial LLC ($41.6M).

Company
Fidelity MSCI US Utilities
CUSIP
316092865
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 179Q1 2024Q2 2024: 175Q2 2024Q3 2024: 197Q3 2024Q4 2024: 214Q4 2024Q1 2025: 211Q1 2025Q2 2025: 232Q2 2025Q3 2025: 224Q3 2025Q4 2025: 258Q4 2025Q1 2026: 258Q1 2026Q2 2026: 257Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions33$15.0M
Exits10$7.6M

All 13F filers, Q3 2025 → Q4 2025: 1,694,397 shares bought and 586,326 shares sold, net +1,108,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 258 holders

Bank of America Corp. 0.04% Add +0.1% 9,093,118 $502.1M
AE Wealth Management LLC 0.43% Add +31.6% 1,371,364 $75.7M
LPL Financial LLC 0.01% Add +11.3% 752,838 $41.6M
Osaic Holdings, Inc. 0.06% Reduce -10.3% 711,783 $39.3M
Lido Advisors, LLC 0.13% Add +0.2% 597,631 $33.7M
Kestra Advisory Services, LLC 0.11% Add +7.9% 486,111 $26.8M
Commonwealth Equity Services, LLC 0.03% Add +6.2% 410,370 $22.7M
Morgan Stanley 0.00% Add +4.1% 361,941 $20.0M
Mariner, LLC 0.02% Reduce -4.9% 353,943 $19.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +8.8% 341,024 $18.8M
Envestnet Asset Management Inc. 0.00% Add +114.0% 290,483 $16.0M
Ameriprise Financial Inc. 0.00% Add +205.3% 254,285 $14.0M
Agf Management Ltd. 0.05% Add +101.8% 210,568 $11.6M
Independence Financial Advisors, LLC 3.04% Add +3.8% 200,094 $11.0M
HighTower Advisors, LLC 0.01% Add +9.7% 199,286 $11.0M
Cetera Investment Advisers 0.01% Add +98.7% 192,970 $10.7M
NorthCoast Asset Management LLC 0.21% Reduce -11.3% 170,774 $9.4M
IFG Advisory, LLC 0.36% Reduce -0.3% 151,546 $8.4M
Kingswood Wealth Advisors, LLC 0.40% Add +2.4% 150,799 $8.3M
BNP Paribas Financial Markets 0.01% Add +50.0% 150,000 $8.3M
Apollon Wealth Management, LLC 0.13% Add +9.0% 131,183 $7.2M
Retirement Management Systems Inc. 1.80% — 127,360 $7.0M
Northside Capital Management, LLC 0.58% Add +1.8% 120,478 $6.7M
Raymond James Financial Inc. 0.00% Add +3.0% 100,679 $5.6M
Thrivent Financial for Lutherans 0.01% Add +115.4% 100,401 $5.5M
Quadrature Capital Ltd 0.06% New 97,850 $5.4M
UBS Group AG 0.00% Add +33.5% 97,696 $5.4M
Sweeney & Michel, LLC 1.51% Add +5.9% 88,996 $5.1M
Valmark Advisers, Inc. 0.06% Reduce -0.9% 91,135 $5.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +47.1% 75,074 $4.1M
Richard C. Young & CO., LTD. 0.36% Reduce -0.6% 73,223 $4.0M
Estate Counselors, LLC 0.34% Reduce -72.9% 72,975 $4.0M
Steward Partners Investment Advisory, LLC 0.02% Add +0.2% 71,545 $4.0M
Conrad Siegel Investment Advisors, Inc. 0.74% Reduce -5.2% 70,798 $3.9M
NewEdge Advisors, LLC 0.01% Add +6.5% 68,850 $3.8M
Traphagen Investment Advisors LLC 0.31% Add +13.7% 68,464 $3.8M
LifePlan Investment Advisors, Inc. 1.37% Add +1.1% 61,011 $3.4M
Maltin Wealth Management, Inc. 1.25% Add +16.4% 56,709 $3.1M
Grey Ledge Advisors, LLC 0.69% Reduce -4.3% 55,088 $3.0M
Sigma Planning Corp 0.08% Add +34.4% 43,008 $3.0M
Wells Fargo & Company 0.00% Add +25.9% 54,134 $3.0M
Beaumont Financial Advisors, LLC 0.19% Reduce -0.1% 52,197 $2.9M
Simon Quick Advisors, LLC 0.12% Reduce -0.1% 51,056 $2.8M
Yoder Wealth Management, Inc. 1.21% Add +7.4% 48,219 $2.7M
Targeted Financial Services LLC 2.28% — 48,008 $2.7M
Orion Porfolio Solutions, LLC 0.02% Add +8.8% 44,320 $2.4M
Mercer Global Advisors Inc. 0.00% Reduce -6.3% 41,410 $2.3M
FMR LLC 0.00% Add +6.5% 40,954 $2.3M
Lifeworks Advisors, LLC 0.27% Add +11.4% 37,898 $2.1M
MML Investors Services, LLC 0.00% Add +7.3% 36,563 $2.0M
Wealth Alliance Advisory Group, LLC 0.34% New 36,148 $2.0M
Stifel Financial Corp. 0.00% Add +18.0% 32,660 $1.8M
Mach-1 Financial Group, LLC 0.36% New 31,318 $1.7M
Capital Investment Advisory Services, LLC 0.12% Add +4.7% 30,136 $1.7M
Primoris Wealth Advisors, LLC 0.95% No change 28,675 $1.6M
High Point Wealth Management, LLC 1.50% — 28,368 $1.6M
Elevated Capital Advisors, LLC 0.36% Add +39.5% 27,920 $1.5M
Heck Capital Advisors, LLC 0.11% Reduce -1.1% 27,904 $1.5M
Arax Advisory Partners 0.04% New 26,627 $1.5M
Jaffetilchin Investment Partners, LLC 0.08% Add +1.6% 24,653 $1.4M
Royal Bank of Canada 0.00% Add +49.2% 23,470 $1.3M
Investment Management Corp. /Va/ 1.07% Reduce -1.6% 23,024 $1.3M
Bank of New York Mellon Corp 0.00% Add +540.4% 22,919 $1.3M
Atlas Capital Advisors Inc. 0.14% — 22,910 $1.3M
Maxele Advisors, LLC 1.02% Add +19.6% 22,693 $1.3M
Nwam LLC 0.07% No change 22,106 $1.2M
Independent Financial Group, LLC 0.03% Add +23.4% 21,330 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -62.7% 21,142 $1.2M
Harbour Investments, Inc. 0.02% Add +8.1% 20,740 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +5.3% 20,083 $1.1M
Roman Butler Fullerton & Co. 0.28% Reduce -3.2% 19,476 $1.1M
PFG Advisors 0.05% Add +5.9% 19,264 $1.1M
OneAscent Financial Services LLC 0.10% Add +0.8% 18,974 $1.0M
Dynamic Advisor Solutions LLC 0.03% Reduce -60.8% 18,708 $1.0M
Emerald Advisors, LLC 0.14% Add +12.2% 18,261 $1.0M
Axecap Investments, LLC 0.62% Add +5.5% 18,084 $999K
Mascoma Wealth Management LLC 0.21% Add +54.3% 17,846 $985K
J.W. Cole Advisors, Inc. 0.02% Add +0.4% 25,006 $983K
Modern Wealth Management, LLC 0.02% Reduce -31.9% 17,644 $974K
Park Avenue Securities LLC 0.01% Add +376.8% 17,384 $960K
Elite Financial, Inc. 0.44% No change 17,334 $957K
CreativeOne Wealth, LLC 0.02% Reduce -0.3% 16,761 $926K
Jane Street Group, LLC 0.00% New 15,728 $869K
Arkadios Wealth Advisors 0.02% Add +5.0% 15,371 $849K
Ameritas Advisory Services, LLC 0.03% Reduce -4.2% 14,891 $822K
Beam Wealth Advisors, Inc. 0.22% Reduce -6.9% 14,750 $815K
Glass Jacobson Investment Advisors llc 0.29% Add +12.3% 14,616 $807K
Lynch & Associates 0.15% Reduce -1.9% 14,282 $789K
Wealth Enhancement Advisory Services, LLC 0.00% Add +27.0% 13,450 $748K
Smith Salley Wealth Management 0.04% Reduce -0.2% 13,465 $744K
Signature Estate & Investment Advisors LLC 0.01% Add +0.4% 13,150 $726K
Sunbelt Securities, Inc. 0.05% Add +0.3% 12,965 $716K
Jones Financial Companies LLLP 0.00% Add +46.7% 12,943 $715K
Financial Management Network Inc. 0.11% Add +5.3% 12,266 $685K
Snowden Capital Advisors LLC 0.02% Add +2.4% 11,620 $642K
Brookstone Capital Management 0.01% Reduce -5.9% 11,401 $630K
Daymark Wealth Partners, LLC 0.02% Add +4.1% 11,086 $612K
Flagship Harbor Advisors, LLC 0.03% Reduce -0.5% 10,999 $607K
Global Financial Private Client, LLC 0.21% Add +1.1% 10,971 $606K
American National Bank & Trust 0.05% Add +12.6% 10,455 $577K
Tower Research Capital LLC (TRC) 0.01% New 10,292 $568K
Vicus Capital 0.04% Add +145.2% 10,025 $554K
Demars Financial Group, LLC 0.18% Reduce -11.2% 9,905 $547K
Independent Advisor Alliance 0.01% Reduce -27.2% 9,717 $537K
Sanctuary Advisors, LLC 0.00% Add +71.2% 9,520 $526K
Great Valley Advisor Group, Inc. 0.01% Reduce -39.3% 9,254 $511K
AlphaCore Capital LLC 0.01% Add +0.0% 9,237 $510K
Citigroup Inc. 0.00% Add +6.7% 8,969 $495K
Stableford Capital II LLC 0.18% Reduce -2.4% 8,861 $489K
Trail Ridge Investment Advisors, LLC 0.21% Add +9.4% 8,736 $482K
Marshall Investment Management, LLC 0.24% Add +14.1% 8,612 $476K
Essex Financial Services, Inc. 0.03% Add +14.3% 8,581 $474K
Farther Finance Advisors, LLC 0.01% Add +5.0% 8,497 $469K
Creative Financial Designs Inc. 0.03% Add +7.2% 8,154 $450K
FLC Capital Advisors 0.08% Reduce -0.6% 8,128 $449K
Sovran Advisors, LLC 0.04% Add +4.7% 7,797 $442K
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 7,895 $436K
Claris Financial LLC 0.23% No change 7,893 $436K
Centennial Wealth Advisory LLC 0.11% Add +6.9% 7,644 $422K
Accel Wealth Management 0.12% Add +0.5% 7,639 $422K
Zinnia Wealth Advisory, LLC 0.45% — 7,524 $415K
Money Concepts Capital Corp. 0.02% New 7,271 $401K
JSF Financial, LLC 0.08% New 7,186 $397K
Ellis Investment Partners, LLC 0.07% Add +0.4% 7,179 $396K
Galvin, Gaustad & Stein, LLC 0.03% No change 7,000 $387K
Rossmore Private Capital 0.03% No change 6,899 $381K
WBH Advisory Inc. 0.03% Add +0.0% 6,891 $381K
Beck Bode, LLC 0.06% Reduce -15.3% 6,819 $377K
VCI Wealth Management LLC 0.10% Reduce -0.4% 6,521 $360K
Advisory Services Network, LLC 0.00% Add +21.8% 6,319 $349K
Ballew Advisors, Inc 0.20% Add +0.0% 6,253 $348K
Asset One Wealth Management LLC 0.05% — 6,289 $347K
Everstar Asset Management, LLC 0.18% No change 6,100 $337K
Jacobs Equity LLC 0.32% — 6,017 $332K
Tounjian Advisory Partners, LLC 0.11% Reduce -3.4% 5,838 $322K
Blair William & Co. 0.00% Reduce -6.4% 5,833 $322K
Aspetuck Financial Management LLC 0.21% Add +0.9% 5,786 $320K
Western Wealth Management, LLC 0.01% Add +32.6% 5,707 $315K
KDK Private Wealth Management, LLC 0.27% Reduce -1.8% 5,554 $307K
OpenArc Corporate Advisory, LLC 0.01% — 5,513 $304K
Traynor Capital Management, Inc. 0.02% Reduce -3.5% 5,502 $304K
MIdWestOne Financial Group, Inc. 0.03% No change 5,500 $304K
Crane Advisory, LLC 0.04% New 5,384 $298K
Corient Private Wealth LP 0.00% New 5,326 $294K
Kingdom Financial Group LLC. 0.09% New 5,315 $293K
Janney Montgomery Scott LLC 0.00% Reduce -5.4% 5,216 $288K
D.A. Davidson & Co. 0.00% Reduce -3.1% 5,167 $285K
BKM Wealth Management, LLC 0.10% Reduce -0.2% 4,949 $273K
Live Oak Investment Partners 0.17% New 4,876 $269K
Cwm, LLC 0.00% Add +64.0% 4,733 $261K
Belpointe Asset Management LLC 0.01% New 4,706 $260K
Pathway Financial Advisers, LLC 0.08% Reduce -0.0% 4,688 $259K
Concurrent Investment Advisors, LLC 0.00% Add +3.6% 4,633 $256K
Schmidt P J Investment Management Inc. 0.04% Add +1.9% 4,590 $253K
Private Advisor Group, LLC 0.00% New 4,493 $248K
Creative Planning 0.00% Reduce -6.4% 4,483 $248K
Kestra Private Wealth Services, LLC 0.00% Add +7.6% 4,462 $246K
Smith Shellnut Wilson LLC 0.09% Reduce -26.0% 4,456 $246K
D.B. Root & Company, LLC 0.06% No change 4,377 $242K
Summit Financial, LLC 0.00% Reduce -2.6% 4,262 $235K
Investment Advisory Services Group LLC 0.21% — 4,189 $231K
Nova Wealth Management, Inc. 0.16% Add +8.3% 4,180 $231K
Montis Financial, LLC 0.05% New 4,162 $230K
Marotta Asset Management 0.04% No change 4,143 $229K
Geneos Wealth Management Inc. 0.01% Reduce -12.9% 4,139 $229K
Penobscot Wealth Management 0.07% Add +1.4% 4,047 $223K
Purkiss Capital Advisors LLC 0.10% Reduce -4.8% 3,698 $204K
Comerica Bank 0.00% Add +0.4% 3,670 $203K
Hoge Financial Services, LLC 0.11% Reduce -2.2% 3,636 $201K
Rogco, LP 0.06% No change 3,495 $193K
CoreCap Advisors, LLC 0.01% Add +4.4% 3,243 $179K
Federation des caisses Desjardins du Quebec 0.00% Add +22.4% 2,505 $138K
Transamerica Financial Advisors, LLC 0.01% Add +777.8% 2,449 $135K
JPMorgan Chase & Co. 0.00% Add +225.8% 2,173 $120K
IFP Advisors, Inc 0.00% Add +75.6% 2,056 $114K
Cullen/Frost Bankers, Inc. 0.00% Add +689.1% 2,028 $112K
Global Retirement Partners, LLC 0.00% Add +46.1% 1,723 $95K
Glen Eagle Advisors, LLC 0.01% No change 1,714 $95K
O'shaughnessy Asset Management, LLC 0.00% Reduce -2.9% 1,699 $94K
Roxbury Financial LLC 0.07% Add +1.3% 1,459 $81K
Avalon Trust Co 0.01% No change 1,400 $77K
Qube Research & Technologies Ltd 0.00% Reduce -73.4% 1,389 $77K
CX Institutional 0.00% Reduce -2.0% 1,385 $76K
Motiv8 Investments LLC 0.04% New 1,354 $75K
GHP Investment Advisors, Inc. 0.00% No change 1,300 $72K
US Bancorp \de 0.00% Add +366.7% 1,204 $66K
EPG Wealth Management LLC 0.02% Add +0.5% 1,031 $57K
MAI Capital Management 0.00% Add +79.2% 1,025 $57K
Whittier Trust Co. 0.00% No change 785 $44K
First Horizon Corp. 0.00% New 757 $42K
Rialto Wealth Management, LLC 0.01% No change 753 $42K
Atlantic Union Bankshares Corp 0.00% No change 692 $38K
Planning Project LLC 0.01% — 655 $36K
Capital Analysts, LLC 0.00% Reduce -1.4% 648 $36K
IMG Wealth Management, Inc. 0.02% No change 639 $35K
Hanson & Doremus Investment Management 0.00% No change 613 $34K
Sound Income Strategies, LLC 0.00% No change 552 $31K
Elyxium Wealth, LLC 0.01% New 548 $30K
Coston, McIsaac & Partners 0.01% Reduce -12.4% 544 $30K
Rossby Financial, LCC 0.01% Reduce -90.6% 533 $29K
Versant Capital Management, Inc 0.00% No change 524 $29K
Hilltop National Bank 0.01% No change 495 $27K
Colonial Trust Co / SC 0.00% Reduce -41.1% 488 $27K
Bayban 0.02% — 464 $26K
Whittier Trust Co. of Nevada Inc. 0.00% No change 414 $23K
Larson Financial Group LLC 0.00% Reduce -20.9% 400 $22K
Sage Mountain Advisors LLC 0.00% No change 392 $22K
Lanark Financial, Inc. 0.00% Add +2.7% 385 $21K
Parkside Financial Bank & Trust 0.00% New 345 $19K
Deutsche Bank AG 0.00% New 343 $19K
Raffa Wealth Management, LLC 0.00% No change 341 $19K
Spire Wealth Management 0.00% Add +1.5% 337 $19K
SHP Wealth Management 0.00% — 318 $18K
HighMark Wealth Management LLC 0.01% Add +0.3% 311 $17K
Modus Advisors, LLC 0.00% New 268 $15K
Fifth Third Bancorp 0.00% Add +6.1% 227 $13K
Colonial Trust Advisors 0.00% No change 200 $11K
Simplex Trading, LLC 0.00% Reduce -93.6% 197 $11K
GAMMA Investing LLC 0.00% No change 190 $10K
Russell Investments Group, Ltd. 0.00% Reduce -52.3% 176 $10K
Blue Trust, Inc. 0.00% Reduce -34.0% 165 $9K
Nemes Rush Group LLC 0.00% No change 151 $8K
Allworth Financial LP 0.00% Add +160.0% 143 $8K
eCIO, Inc. 0.00% New 143 $8K
Root Financial Partners, LLC 0.00% Add +26.2% 130 $7K
SageView Advisory Group, LLC 0.00% New 127 $7K
AdvisorNet Financial, Inc 0.00% Reduce -47.9% 125 $7K
Key Financial Inc 0.00% No change 124 $7K
CIBC Private Wealth Group LLC 0.00% Add +11800.0% 119 $7K
Bessemer Group Inc. 0.00% No change 113 $6K
BlackRock, Inc. 0.00% No change 105 $6K
Harbor Investment Advisory, LLC 0.00% New 97 $5K
Tradewinds Capital Management, LLC 0.00% No change 75 $4K
Assetmark, Inc. 0.00% Add +27.1% 75 $4K
Ameritas Investment Partners, Inc. 0.00% New 66 $4K
Vermillion Wealth Management, Inc. 0.00% No change 58 $3K
Signature Resources Capital Management, LLC 0.00% Reduce -70.9% 53 $3K
Montag A & Associates Inc. 0.00% No change 48 $3K
Founders Financial Alliance, LLC 0.00% No change 38 $2K
Hilton Head Capital Partners, LLC 0.00% — 31 $2K
Concord Wealth Partners 0.00% No change 29 $2K
Key Capital Management, INC 0.00% — 27 $1K
Maseco LLP 0.00% New 27 $1K
WealthCollab, LLC 0.00% New 24 $1K
SYM FINANCIAL Corp 0.00% New 24 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% New 23 $1K
Activest Wealth Management 0.00% No change 22 $1K
North Star Investment Management Corp. 0.00% New 20 $1K
Golden State Wealth Management, LLC 0.00% New 18 $994
SJS Investment Consulting Inc. 0.00% New 18 $994
Aptus Capital Advisors, LLC 0.00% Reduce -52.6% 18 $994
Howe & Rusling Inc. 0.00% New 16 $884
Centennial Bank 0.00% No change 12 $663
Duncker Streett & Co. Inc. 0.00% No change 12 $663
Barrett & Company, Inc. 0.00% No change 11 $608
Bernard Wealth Management Corp. 0.00% No change 3 $166
Bank of Montreal 0.00% No change 3 $166
Raleigh Capital Management Inc. 0.00% No change 2 $120

"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.