Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q1 2026 (March 31)258holders
45new positions
38sold out
1famous investor
$59.13avg. 13F price*
At the end of Q1 2026, 258 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, unchanged from Q4 2025. 45 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($541.7M), AE Wealth Management LLC ($99.8M) and LPL Financial LLC ($49.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $14.2M |
| Exits | 38 | $30.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,784,418 shares bought and 1,350,681 shares sold, net +433,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Bank of America Corp. | 0.04% | Add +0.8% | 9,170,828 | $541.7M |
| AE Wealth Management LLC | 0.54% | Add +23.1% | 1,688,841 | $99.8M |
| LPL Financial LLC | 0.01% | Add +12.3% | 845,116 | $49.9M |
| Lido Advisors, LLC | 0.13% | Reduce -4.5% | 570,556 | $33.7M |
| Kestra Advisory Services, LLC | 0.12% | Add +13.7% | 552,635 | $32.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -32.8% | 478,355 | $28.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.1% | 410,170 | $24.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +17.4% | 400,224 | $23.6M |
| Traphagen Investment Advisors LLC | 1.90% | Add +480.3% | 397,291 | $23.5M |
| Morgan Stanley | 0.00% | Add +1.4% | 367,010 | $21.7M |
| Mariner, LLC | 0.03% | Add +3.0% | 364,705 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.3% | 346,509 | $20.5M |
| HighTower Advisors, LLC | 0.02% | Add +48.3% | 295,629 | $17.5M |
| Ameriprise Financial Inc. | 0.00% | Add +6.5% | 270,720 | $16.0M |
| Cetera Investment Advisers | 0.02% | Add +29.9% | 250,627 | $14.8M |
| Independence Financial Advisors, LLC | 3.44% | Reduce -3.0% | 194,038 | $11.5M |
| Apollon Wealth Management, LLC | 0.14% | Add +8.2% | 141,953 | $8.4M |
| Northside Capital Management, LLC | 0.73% | Add +16.1% | 139,939 | $8.3M |
| Agf Management Ltd. | 0.03% | Reduce -51.9% | 101,306 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 100,531 | $5.9M |
| Quadrature Capital Ltd | 0.07% | Reduce -0.2% | 97,657 | $5.8M |
| Primoris Wealth Advisors, LLC | 3.90% | Add +228.9% | 94,325 | $5.6M |
| Sweeney & Michel, LLC | 1.59% | Add +1.8% | 90,613 | $5.4M |
| Valmark Advisers, Inc. | 0.06% | Add +0.3% | 91,376 | $5.4M |
| Conrad Siegel Investment Advisors, Inc. | 0.82% | Add +9.2% | 77,296 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 75,906 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.1% | 75,182 | $4.4M |
| NewEdge Advisors, LLC | 0.02% | Add +7.1% | 73,751 | $4.4M |
| Richard C. Young & CO., LTD. | 0.36% | Add +0.6% | 73,694 | $4.4M |
| Maltin Wealth Management, Inc. | 1.61% | Add +25.6% | 71,207 | $4.2M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -56.6% | 65,440 | $3.9M |
| UBS Group AG | 0.00% | Reduce -33.1% | 65,340 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +11.0% | 60,091 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -40.8% | 59,414 | $3.5M |
| LifePlan Investment Advisors, Inc. | 1.38% | Reduce -2.9% | 59,262 | $3.5M |
| Targeted Financial Services LLC | 2.77% | Add +19.0% | 57,118 | $3.4M |
| Grey Ledge Advisors, LLC | 0.74% | Add +1.4% | 55,846 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +34.8% | 55,802 | $3.3M |
| Q3 Asset Management | 0.80% | New | 55,766 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +138.3% | 54,605 | $3.2M |
| FMR LLC | 0.00% | Add +32.7% | 54,340 | $3.2M |
| Beaumont Financial Advisors, LLC | 0.22% | Add +2.2% | 53,356 | $3.2M |
| Simon Quick Advisors, LLC | 0.14% | Add +2.4% | 52,284 | $3.1M |
| Yoder Wealth Management, Inc. | 1.29% | Reduce -0.4% | 48,013 | $2.8M |
| Estate Counselors, LLC | 0.25% | Reduce -35.3% | 47,200 | $2.8M |
| Sigma Planning Corp | 0.07% | Add +1.6% | 43,685 | $2.6M |
| Wealth Alliance Advisory Group, LLC | 0.40% | Add +17.5% | 42,458 | $2.5M |
| Lifeworks Advisors, LLC | 0.31% | Add +7.3% | 40,667 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -17.3% | 36,639 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +10.1% | 35,972 | $2.1M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -80.4% | 33,411 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +9.3% | 32,942 | $1.9M |
| High Point Wealth Management, LLC | 1.82% | Add +10.1% | 31,228 | $1.8M |
| Bellwether Advisors, LLC | 0.30% | New | 30,473 | $1.8M |
| Atlas Capital Advisors Inc. | 0.20% | Add +26.2% | 28,919 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +21.0% | 28,406 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 27,900 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +31.7% | 27,317 | $1.6M |
| Arax Advisory Partners | 0.05% | Add +1.6% | 27,066 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -29.0% | 25,946 | $1.5M |
| Elevated Capital Advisors, LLC | 0.38% | Reduce -7.9% | 25,704 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +17.2% | 24,782 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -2.4% | 24,053 | $1.4M |
| Investment Management Corp. /Va/ | 1.20% | Add +2.7% | 23,653 | $1.4M |
| Nwam LLC | 0.08% | Add +0.3% | 22,173 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Add +2.1% | 21,787 | $1.3M |
| Emerald Advisors, LLC | 0.16% | Add +19.1% | 21,741 | $1.3M |
| Independent Advisor Alliance | 0.01% | Add +108.8% | 20,285 | $1.2M |
| Roman Butler Fullerton & Co. | 0.32% | Add +0.3% | 19,527 | $1.2M |
| OneAscent Financial Services LLC | 0.06% | Add +4.8% | 19,876 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +131.1% | 19,636 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +4.9% | 19,627 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.1% | 18,453 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +2.5% | 17,811 | $1.1M |
| Elite Financial, Inc. | 0.47% | Add +2.5% | 17,759 | $1.0M |
| Lanark Financial, Inc. | 0.08% | Add +4359.7% | 17,170 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +27.5% | 16,502 | $969K |
| Glass Jacobson Investment Advisors llc | 0.32% | Add +8.1% | 15,794 | $933K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.6% | 15,284 | $903K |
| Lynch & Associates | 0.17% | Add +5.3% | 15,043 | $889K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -0.0% | 14,889 | $880K |
| Money Concepts Capital Corp. | 0.05% | Add +97.1% | 14,333 | $847K |
| Smith Salley Wealth Management | 0.04% | Add +1.3% | 13,635 | $805K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -18.9% | 13,590 | $803K |
| Sykon Capital LLC | 0.26% | New | 13,210 | $780K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.1% | 13,033 | $779K |
| Beam Wealth Advisors, Inc. | 0.19% | Reduce -11.3% | 13,089 | $773K |
| Modern Wealth Management, LLC | 0.01% | Reduce -26.4% | 12,981 | $771K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.5% | 13,024 | $769K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -3.2% | 12,732 | $752K |
| Western Wealth Management, LLC | 0.03% | Add +117.7% | 12,423 | $734K |
| Financial Management Network Inc. | 0.11% | Reduce -2.4% | 11,967 | $727K |
| PFG Advisors | 0.03% | Reduce -38.1% | 11,929 | $705K |
| Kovack Advisors, Inc. | 0.04% | New | 11,908 | $704K |
| Daymark Wealth Partners, LLC | 0.02% | Add +7.2% | 11,886 | $702K |
| Jane Street Group, LLC | 0.00% | Reduce -25.8% | 11,664 | $689K |
| Merit Financial Group, LLC | 0.01% | New | 11,559 | $683K |
| Citigroup Inc. | 0.00% | Add +28.5% | 11,529 | $681K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.4% | 11,455 | $677K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -36.4% | 11,350 | $670K |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.