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 |
| Global Financial Private Client, LLC | 0.22% | Add +1.9% | 11,180 | $660K |
| American National Bank & Trust | 0.06% | Add +4.1% | 10,886 | $643K |
| Brookstone Capital Management | 0.01% | Reduce -5.6% | 10,760 | $636K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -5.9% | 10,347 | $611K |
| Cwm, LLC | 0.00% | Add +115.6% | 10,206 | $603K |
| Vicus Capital | 0.04% | Add +0.8% | 10,105 | $597K |
| Demars Financial Group, LLC | 0.19% | Reduce -0.1% | 9,890 | $584K |
| Sovran Advisors, LLC | 0.05% | Add +24.0% | 9,667 | $584K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +5.3% | 9,743 | $576K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.5% | 9,284 | $548K |
| AlphaCore Capital LLC | 0.01% | Add +0.0% | 9,239 | $546K |
| Creative Financial Designs Inc. | 0.03% | Add +10.2% | 8,985 | $531K |
| Centennial Wealth Advisory LLC | 0.13% | Add +14.3% | 8,737 | $516K |
| JPMorgan Chase & Co. | 0.00% | Add +299.0% | 8,671 | $513K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Reduce -3.8% | 8,407 | $497K |
| Advisory Services Network, LLC | 0.01% | Add +31.1% | 8,287 | $489K |
| FLC Capital Advisors | 0.09% | No change | 8,128 | $480K |
| Stableford Capital II LLC | 0.18% | Reduce -8.9% | 8,069 | $477K |
| Claris Financial LLC | 0.26% | No change | 7,893 | $466K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 7,864 | $465K |
| Engineers Gate Manager LP | 0.01% | New | 7,860 | $464K |
| Jacobs Equity LLC | 0.41% | Add +29.0% | 7,761 | $458K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +216.2% | 7,743 | $457K |
| Ellis Investment Partners, LLC | 0.08% | Add +4.8% | 7,521 | $444K |
| Aspetuck Financial Management LLC | 0.29% | Add +25.2% | 7,246 | $428K |
| Renaissance Technologies | 0.00% | New | 7,100 | $419K |
| WBH Advisory Inc. | 0.03% | Add +1.5% | 6,995 | $415K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 7,000 | $413K |
| Rossmore Private Capital | 0.04% | No change | 6,899 | $408K |
| Tounjian Advisory Partners, LLC | 0.15% | Add +17.3% | 6,846 | $404K |
| Zinnia Wealth Advisory, LLC | 0.44% | Reduce -10.8% | 6,715 | $397K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +44.8% | 6,709 | $396K |
| Nova Wealth Management, Inc. | 0.25% | Add +53.1% | 6,399 | $378K |
| Ballew Advisors, Inc | 0.21% | Reduce -2.3% | 6,109 | $371K |
| Corient Private Wealth LP | 0.00% | Add +18.3% | 6,300 | $370K |
| Asset One Wealth Management LLC | 0.04% | No change | 6,289 | $365K |
| Everstar Asset Management, LLC | 0.19% | No change | 6,100 | $360K |
| Creative Planning | 0.00% | Add +32.8% | 5,952 | $352K |
| Empirical Asset Management, LLC | 0.09% | New | 5,878 | $347K |
| Blair William & Co. | 0.00% | Reduce -2.1% | 5,710 | $337K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -79.8% | 5,635 | $333K |
| KDK Private Wealth Management, LLC | 0.30% | Reduce -0.1% | 5,550 | $328K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -0.7% | 5,462 | $323K |
| Crane Advisory, LLC | 0.05% | No change | 5,384 | $322K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -1.9% | 5,409 | $320K |
| D.A. Davidson & Co. | 0.00% | Add +4.5% | 5,400 | $319K |
| Lloyd Advisory Services, LLC. | 0.09% | New | 5,355 | $316K |
| Kingdom Financial Group LLC. | 0.09% | Add +0.8% | 5,355 | $316K |
| Elevation Wealth Management LLC | 0.29% | New | 5,339 | $315K |
| Accel Wealth Management | 0.08% | Reduce -30.3% | 5,326 | $315K |
| Realta Investment Advisors | 0.11% | New | 5,165 | $305K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 5,075 | $300K |
| &partners | 0.00% | New | 5,010 | $296K |
| Beck Bode, LLC | 0.05% | Reduce -27.4% | 4,951 | $292K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +6.0% | 4,863 | $287K |
| Live Oak Investment Partners | 0.17% | Reduce -1.4% | 4,806 | $284K |
| BKM Wealth Management, LLC | 0.10% | Reduce -3.0% | 4,800 | $284K |
| Pathway Financial Advisers, LLC | 0.08% | Add +1.3% | 4,750 | $281K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.5% | 4,707 | $278K |
| Quantinno Capital Management LP | 0.00% | New | 4,646 | $274K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 4,480 | $265K |
| Smith Shellnut Wilson LLC | 0.12% | Add +0.1% | 4,461 | $263K |
| Holderness Investments Co. | 0.05% | New | 4,421 | $261K |
| Meridian Wealth Management, LLC | 0.01% | New | 4,420 | $261K |
| D.B. Root & Company, LLC | 0.06% | No change | 4,377 | $259K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +107.9% | 4,216 | $249K |
| Marotta Asset Management | 0.05% | No change | 4,143 | $246K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.4% | 4,122 | $243K |
| Graham Capital Wealth Management, LLC | 0.21% | New | 4,056 | $240K |
| Westhampton Capital, LLC | 0.11% | New | 3,995 | $236K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,870 | $229K |
| Fifth Third Bancorp | 0.00% | Add +1593.8% | 3,845 | $227K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,769 | $223K |
| Purkiss Capital Advisors LLC | 0.10% | Add +0.4% | 3,712 | $219K |
| VCI Wealth Management LLC | 0.06% | Reduce -43.1% | 3,707 | $219K |
| Summit Financial, LLC | 0.00% | Reduce -13.6% | 3,682 | $217K |
| Pathfinder Wealth Consulting, Inc. | 0.14% | New | 3,620 | $214K |
| HBW Advisory Services LLC | 0.02% | New | 3,525 | $208K |
| Rogco, LP | 0.07% | No change | 3,495 | $206K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 3,484 | $206K |
| Hoge Financial Services, LLC | 0.11% | Reduce -5.0% | 3,453 | $204K |
| CoreCap Advisors, LLC | 0.01% | Add +0.6% | 3,261 | $193K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.0% | 2,294 | $136K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 2,062 | $122K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,000 | $118K |
| Centaurus Financial, Inc. | 0.00% | New | 1,710 | $101K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -3.8% | 1,649 | $97K |
| Roxbury Financial LLC | 0.08% | Add +1.4% | 1,480 | $87K |
| Avalon Trust Co | 0.01% | No change | 1,400 | $83K |
| CX Institutional | 0.00% | Reduce -1.7% | 1,361 | $80K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,300 | $77K |
| MAI Capital Management | 0.00% | Add +20.2% | 1,232 | $73K |
| US Bancorp \de | 0.00% | Reduce -2.3% | 1,176 | $69K |
| EPG Wealth Management LLC | 0.02% | Add +0.5% | 1,036 | $61K |
| Holos Integrated Wealth LLC | 0.03% | New | 1,000 | $60K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -42.5% | 799 | $47K |
| Rossby Financial, LCC | 0.01% | Add +44.1% | 768 | $46K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 771 | $46K |
| First Horizon Corp. | 0.00% | No change | 757 | $45K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 692 | $41K |
| Capital Analysts, LLC | 0.00% | No change | 648 | $38K |
| Knuff & Co LLC | 0.01% | New | 617 | $36K |
| BlackRock, Inc. | 0.00% | Add +482.9% | 612 | $36K |
| Hanson & Doremus Investment Management | 0.00% | No change | 613 | $36K |
| Signaturefd, LLC | 0.00% | Add +0.0% | 520 | $31K |
| Hilltop National Bank | 0.01% | No change | 495 | $29K |
| Colonial Trust Co / SC | 0.00% | No change | 488 | $29K |
| Bayban | 0.02% | No change | 464 | $27K |
| Advocate Investing Services LLC | 0.02% | New | 400 | $24K |
| Sage Mountain Advisors LLC | 0.00% | No change | 392 | $23K |
| Spire Wealth Management | 0.00% | Add +4.8% | 353 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 345 | $20K |
| Raffa Wealth Management, LLC | 0.00% | No change | 341 | $20K |
| SHP Wealth Management | 0.00% | No change | 318 | $19K |
| North Star Investment Management Corp. | 0.00% | Add +1465.0% | 313 | $19K |
| HighMark Wealth Management LLC | 0.01% | No change | 311 | $18K |
| Banque Transatlantique SA | 0.00% | New | 297 | $18K |
| Assetmark, Inc. | 0.00% | Add +268.0% | 276 | $16K |
| Versant Capital Management, Inc | 0.00% | Reduce -57.3% | 224 | $13K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 190 | $11K |
| Hughes Financial Services, LLC | 0.00% | New | 166 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | New | 164 | $10K |
| Allworth Financial LP | 0.00% | Add +9.1% | 156 | $9K |
| Root Financial Partners, LLC | 0.00% | Add +18.5% | 154 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -22.2% | 137 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -18.8% | 134 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 125 | $7K |
| Nemes Rush Group LLC | 0.00% | Reduce -25.8% | 112 | $7K |
| Key Financial Inc | 0.00% | Reduce -16.1% | 104 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -75.3% | 99 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 97 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 75 | $4K |
| Mather Group, Llc. | 0.00% | New | 70 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 58 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 53 | $3K |
| High Note Wealth, LLC | 0.00% | New | 51 | $3K |
| Meramec Financial Planners, LLC | 0.00% | New | 49 | $3K |
| Montag A & Associates Inc. | 0.00% | No change | 48 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 38 | $2K |
| First Community Trust NA | 0.00% | New | 37 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -98.5% | 37 | $2K |
| Key Capital Management, INC | 0.00% | Add +18.5% | 32 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 31 | $2K |
| Anfield Capital Management, LLC | 0.00% | New | 30 | $2K |
| Truvestments Capital LLC | 0.00% | New | 27 | $2K |
| WealthShield Partners, LLC | 0.00% | New | 26 | $2K |
| Eastern Bank | 0.00% | New | 26 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 23 | $1K |
| Abound Wealth Management | 0.00% | New | 22 | $1K |
| Activest Wealth Management | 0.00% | Reduce -4.5% | 21 | $1K |
| Horizon Investments, LLC | 0.00% | New | 20 | $1K |
| Operose Advisors LLC | 0.00% | New | 18 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.7% | 15 | $886 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 12 | $709 |
| Barrett & Company, Inc. | 0.00% | No change | 11 | $650 |
| TD Waterhouse Canada Inc. | 0.00% | New | 1 | $59 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -50.0% | 1 | $50 |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.