Fidelity MSCI US UtilitiesFUTYETF

13F holders, Q2 2026 (June 30)
257holders −1
35new positions
34sold out
2famous investors
$58.46avg. 13F price*

At the end of Q2 2026, 257 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, down 1 from Q1 2026. 35 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($402.2M), AE Wealth Management LLC ($109.0M) and LPL Financial LLC ($50.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions35$30.6M
Exits34$14.7M

All 13F filers, Q1 2026 → Q2 2026: 1,601,796 shares bought and 3,012,845 shares sold, net −1,411,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 257 holders

Bank of America Corp. 0.03% Reduce -24.9% 6,885,482 $402.2M
AE Wealth Management LLC 0.51% Add +10.5% 1,865,665 $109.0M
LPL Financial LLC 0.01% Add +2.7% 867,808 $50.7M
Osaic Holdings, Inc. 0.05% Add +65.8% 793,095 $46.4M
Lido Advisors, LLC 0.12% Reduce -3.3% 551,566 $32.2M
Kestra Advisory Services, LLC 0.10% Reduce -0.5% 549,769 $32.1M
Traphagen Investment Advisors LLC 1.88% Add +13.2% 449,543 $26.3M
Envestnet Asset Management Inc. 0.01% Add +21.2% 419,958 $24.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +4.0% 416,333 $24.3M
Commonwealth Equity Services, LLC 0.03% Reduce -2.5% 399,807 $23.4M
Morgan Stanley 0.00% Add +2.1% 374,744 $21.9M
Mariner, LLC 0.02% Reduce -6.3% 341,739 $20.0M
HighTower Advisors, LLC 0.02% Add +0.5% 296,955 $17.3M
Cetera Investment Advisers 0.02% Add +14.0% 285,680 $16.7M
Ameriprise Financial Inc. 0.00% Reduce -27.4% 196,486 $11.4M
IFG Advisory, LLC 0.32% New 156,107 $9.1M
Quadrature Capital Ltd 0.08% Add +59.6% 155,914 $9.1M
Apollon Wealth Management, LLC 0.11% Add +6.4% 151,028 $8.8M
Avaii Wealth Management, LLC 2.46% New 143,133 $8.4M
Northside Capital Management, LLC 0.65% Reduce -3.2% 135,459 $7.9M
Raymond James Financial Inc. 0.00% Add +3.7% 104,260 $6.1M
Agf Management Ltd. 0.02% Add +1.7% 103,050 $6.0M
NorthCoast Asset Management LLC 0.13% Add +193.0% 97,905 $5.7M
Valmark Advisers, Inc. 0.06% Add +0.9% 92,191 $5.4M
Sweeney & Michel, LLC 1.41% Add +4.9% 95,020 $5.4M
Steward Partners Investment Advisory, LLC 0.03% Add +21.5% 91,348 $5.3M
Conrad Siegel Investment Advisors, Inc. 0.76% Add +3.5% 79,977 $4.7M
NewEdge Advisors, LLC 0.01% Add +2.6% 75,699 $4.4M
Richard C. Young & CO., LTD. 0.32% Add +0.4% 74,002 $4.3M
UBS Group AG 0.00% Add +12.9% 73,761 $4.3M
Maltin Wealth Management, Inc. 1.40% Add +1.0% 71,888 $4.2M
Primoris Wealth Advisors, LLC 1.74% Reduce -30.6% 65,425 $3.8M
Bank of New York Mellon Corp 0.00% Add +18.3% 64,580 $3.8M
Wells Fargo & Company 0.00% Add +6.6% 64,059 $3.7M
Royal Bank of Canada 0.00% Add +122.0% 63,053 $3.7M
Thrivent Financial for Lutherans 0.01% Add +1.1% 60,055 $3.5M
FMR LLC 0.00% Add +10.1% 59,818 $3.5M
LifePlan Investment Advisors, Inc. 1.19% Reduce -0.1% 59,173 $3.5M
Targeted Financial Services LLC 2.52% Add +2.4% 58,504 $3.4M
Grey Ledge Advisors, LLC 0.65% Reduce -1.4% 55,038 $3.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -28.4% 54,378 $3.2M
Beaumont Financial Advisors, LLC 0.19% Reduce -1.8% 52,404 $3.1M
Simon Quick Advisors, LLC 0.12% Reduce -0.3% 52,155 $3.0M
Mercer Global Advisors Inc. 0.00% Reduce -10.1% 50,181 $2.9M
Yoder Wealth Management, Inc. 1.02% Reduce -6.8% 44,768 $2.6M
Sigma Planning Corp 0.07% Add +2.2% 44,663 $2.6M
Kingswood Wealth Advisors, LLC 0.10% Reduce -33.8% 43,346 $2.5M
Richmond Brothers, Inc. 1.27% New 41,897 $2.4M
Wealth Alliance Advisory Group, LLC 0.35% Reduce -1.3% 41,891 $2.4M
Lifeworks Advisors, LLC 0.25% Add +2.3% 41,605 $2.4M
Arax Advisory Partners 0.02% Add +45.3% 39,313 $2.3M
High Point Wealth Management, LLC 1.78% Add +17.2% 36,594 $2.1M
MML Investors Services, LLC 0.00% Add +40.6% 36,489 $2.1M
Stifel Financial Corp. 0.00% Reduce -0.2% 35,892 $2.1M
Capital Investment Advisory Services, LLC 0.12% Add +0.5% 33,117 $1.9M
D. E. Shaw & Co. 0.00% New 30,637 $1.8M
Jones Financial Companies LLLP 0.00% Add +69.1% 27,902 $1.7M
Transamerica Financial Advisors, LLC 0.13% Add +251.3% 27,198 $1.6M
XTX Topco Ltd 0.02% New 26,719 $1.6M
J.W. Cole Advisors, Inc. 0.03% New 26,588 $1.6M
Bellwether Advisors, LLC 0.22% Reduce -14.9% 25,945 $1.5M
Tower Research Capital LLC (TRC) 0.04% New 25,166 $1.5M
OneAscent Financial Services LLC 0.07% Add +26.5% 25,142 $1.5M
Investment Management Corp. /Va/ 1.19% Add +3.4% 24,459 $1.4M
Lanark Financial, Inc. 0.09% Add +32.7% 22,787 $1.3M
Harbour Investments, Inc. 0.02% Reduce -17.0% 22,681 $1.3M
Ameritas Advisory Services, LLC 0.03% Add +49.7% 22,285 $1.3M
Atlas Capital Advisors Inc. 0.14% Reduce -23.0% 22,271 $1.3M
Maxele Advisors, LLC 0.91% — 22,255 $1.3M
Nwam LLC 0.06% Add +0.1% 22,207 $1.3M
Independent Financial Group, LLC 0.02% Reduce -1.0% 21,575 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +8.3% 21,247 $1.2M
Park Avenue Securities LLC 0.01% Add +18.6% 21,116 $1.2M
Farther Finance Advisors, LLC 0.01% Add +0.5% 19,734 $1.2M
Roman Butler Fullerton & Co. 0.27% Reduce -1.3% 19,278 $1.1M
Citigroup Inc. 0.00% Add +63.1% 18,809 $1.1M
Elevated Capital Advisors, LLC 0.28% Reduce -32.0% 17,477 $1.0M
Independence Financial Advisors, LLC 0.26% Reduce -91.1% 17,228 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -9.2% 16,757 $979K
Glass Jacobson Investment Advisors llc 0.30% Add +4.4% 16,495 $964K
Money Concepts Capital Corp. 0.04% Add +14.8% 16,459 $962K
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.5% 16,355 $957K
Lynch & Associates 0.16% Add +6.1% 15,962 $933K
Elite Financial, Inc. 0.37% Reduce -10.6% 15,884 $927K
Susquehanna International Group, LLP 0.00% Reduce -38.2% 15,320 $895K
Arkadios Wealth Advisors 0.01% Reduce -0.6% 15,195 $888K
JPMorgan Chase & Co. 0.00% Add +67.4% 14,518 $861K
Mosley Wealth Management 0.27% New 14,457 $845K
Sykon Capital LLC 0.26% Add +7.3% 14,181 $828K
Emerald Advisors, LLC 0.10% Reduce -35.5% 14,013 $819K
Beam Wealth Advisors, Inc. 0.18% Add +6.1% 13,892 $812K
Smith Salley Wealth Management 0.03% Reduce -1.4% 13,437 $785K
Western Wealth Management, LLC 0.03% Add +5.7% 13,129 $767K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.3% 12,691 $741K
Modern Wealth Management, LLC 0.01% Reduce -2.6% 12,649 $739K
Advisory Services Network, LLC 0.01% Add +52.4% 12,627 $738K
Daymark Wealth Partners, LLC 0.02% Add +0.6% 11,959 $699K
Great Valley Advisor Group, Inc. 0.01% Add +22.1% 11,894 $695K
Independent Advisor Alliance 0.02% Reduce -41.5% 11,859 $693K
Mascoma Wealth Management LLC 0.13% Add +4.4% 11,853 $692K
Global Financial Private Client, LLC 0.18% Add +3.1% 11,528 $673K
American National Bank & Trust 0.06% Add +5.1% 11,438 $668K
Nova Wealth Management, Inc. 0.37% Add +77.8% 11,380 $665K
PFG Advisors 0.03% Reduce -5.3% 11,297 $660K
CreativeOne Wealth, LLC 0.01% Reduce -17.0% 11,279 $659K
Snowden Capital Advisors LLC 0.02% Reduce -2.0% 11,229 $656K
Flagship Harbor Advisors, LLC 0.03% Add +8.4% 11,212 $655K
Merit Financial Group, LLC 0.00% Reduce -3.8% 11,126 $650K
Brookstone Capital Management 0.01% Add +1.0% 10,865 $635K
Kovack Advisors, Inc. 0.03% Reduce -12.9% 10,373 $604K
Goldman Sachs Group Inc. 0.00% New 10,330 $603K
Sovran Advisors, LLC 0.04% Add +4.9% 10,138 $586K
Demars Financial Group, LLC 0.16% Reduce -0.6% 9,835 $575K
Financial Management Network Inc. 0.08% Reduce -17.8% 9,842 $574K
Sanctuary Advisors, LLC 0.00% Add +2.5% 9,511 $556K
Aspetuck Financial Management LLC 0.32% Add +30.4% 9,446 $552K
Creative Financial Designs Inc. 0.03% Add +4.5% 9,394 $549K
AlphaCore Capital LLC 0.01% Add +0.0% 9,240 $540K
Elevation Wealth Management LLC 0.39% Add +69.0% 9,020 $527K
Jacobs Equity LLC 0.36% Add +15.8% 8,986 $525K
Asset One Wealth Management LLC 0.05% Add +37.4% 8,641 $504K
Centennial Wealth Advisory LLC 0.11% Reduce -1.3% 8,624 $504K
PNC Financial Services Group, Inc. 0.00% Add +2.9% 8,095 $473K
Ellis Investment Partners, LLC 0.07% Add +1.9% 7,665 $448K
FLC Capital Advisors 0.07% Reduce -9.2% 7,380 $431K
Galvin, Gaustad & Stein, LLC 0.03% Add +3.6% 7,250 $424K
Focus Partners Wealth 0.00% New 7,142 $417K
Concurrent Investment Advisors, LLC 0.00% Add +6.4% 7,139 $417K
Meridian Wealth Management, LLC 0.01% Add +59.1% 7,033 $411K
WBH Advisory Inc. 0.03% Reduce -0.1% 6,990 $408K
Rossmore Private Capital 0.03% No change 6,899 $403K
Zinnia Wealth Advisory, LLC 0.40% Reduce -1.1% 6,642 $388K
Ballew Advisors, Inc 0.19% Add +1.2% 6,181 $365K
Blair William & Co. 0.00% Add +9.2% 6,235 $364K
Cullen/Frost Bankers, Inc. 0.00% Add +45.0% 6,112 $357K
Janney Montgomery Scott LLC 0.00% Add +20.6% 6,118 $357K
Everstar Asset Management, LLC 0.17% No change 6,100 $356K
D.A. Davidson & Co. 0.00% Add +7.6% 5,809 $339K
AQR Capital Management 0.00% New 5,682 $332K
Traynor Capital Management, Inc. 0.02% Add +2.9% 5,621 $328K
Creative Planning 0.00% Reduce -5.6% 5,618 $328K
Kingdom Financial Group LLC. 0.08% Add +4.7% 5,607 $328K
Heck Capital Advisors, LLC 0.02% Reduce -1.4% 5,559 $325K
Crane Advisory, LLC 0.05% Add +0.5% 5,411 $317K
Allspring Global Investments Holdings, LLC 0.00% New 5,413 $312K
Accel Wealth Management 0.07% Add +0.4% 5,347 $312K
Fiduciary Financial Advisors 0.03% New 5,319 $310K
OpenArc Corporate Advisory, LLC 0.00% Reduce -2.9% 5,254 $307K
Schmidt P J Investment Management Inc. 0.05% Add +7.2% 5,214 $305K
KDK Private Wealth Management, LLC 0.25% Reduce -7.2% 5,149 $301K
Pathway Financial Advisers, LLC 0.08% Add +7.5% 5,104 $298K
SpringVest Wealth Management LLC 0.19% New 5,100 $298K
Kestra Private Wealth Services, LLC 0.00% Add +5.5% 4,964 $290K
Beck Bode, LLC 0.04% No change 4,951 $289K
Live Oak Investment Partners 0.15% Add +2.0% 4,902 $286K
Fifth Third Securities, Inc. 0.02% New 4,764 $278K
Graham Capital Wealth Management, LLC 0.21% Add +15.9% 4,701 $275K
Smith Shellnut Wilson LLC 0.10% Add +0.1% 4,465 $261K
Holderness Investments Co. 0.04% Add +0.1% 4,426 $259K
Signal Advisors Wealth, LLC 0.01% New 4,423 $258K
&partners 0.00% Reduce -12.1% 4,403 $257K
D.B. Root & Company, LLC 0.05% No change 4,377 $256K
Cottage Street Advisors LLC 0.10% New 4,358 $255K
Vicus Capital 0.02% Reduce -57.6% 4,289 $251K
Acorn Financial Advisory Services Inc. 0.03% Add +20.2% 4,188 $245K
BKM Wealth Management, LLC 0.09% Reduce -13.3% 4,160 $243K
Marotta Asset Management 0.04% No change 4,143 $239K
Westhampton Capital, LLC 0.10% No change 3,995 $233K
Integrated Wealth Concepts LLC 0.00% Add +0.7% 3,895 $228K
VCI Wealth Management LLC 0.06% Add +4.8% 3,885 $227K
Geneos Wealth Management Inc. 0.00% Reduce -7.1% 3,830 $224K
Qube Research & Technologies Ltd 0.00% Add +368.8% 3,746 $219K
Trail Ridge Investment Advisors, LLC 0.09% Reduce -55.9% 3,709 $217K
Wealthfront Advisers LLC 0.00% New 3,667 $214K
Summit Financial, LLC 0.00% Reduce -1.5% 3,628 $212K
Quantinno Capital Management LP 0.00% Reduce -22.1% 3,619 $211K
Rogco, LP 0.06% No change 3,495 $204K
Fifth Third Bancorp 0.00% Reduce -9.4% 3,484 $204K
CoreCap Advisors, LLC 0.01% Reduce -1.9% 3,200 $187K
Rossby Financial, LCC 0.03% Add +233.7% 2,563 $150K
Regatta Research & Money Management 0.14% — 2,503 $146K
Global Retirement Partners, LLC 0.00% — 2,219 $130K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.6% 2,211 $129K
IFP Advisors, Inc 0.00% Add +0.3% 2,068 $121K
Cassaday & Co Wealth Management LLC 0.00% No change 2,000 $117K
Buck Wealth Strategies, LLC 0.01% New 1,694 $99K
Glen Eagle Advisors, LLC 0.01% Reduce -0.1% 1,648 $96K
Roxbury Financial LLC 0.07% Add +9.2% 1,616 $94K
Avalon Trust Co 0.01% No change 1,400 $82K
GHP Investment Advisors, Inc. 0.00% No change 1,300 $76K
CX Institutional 0.00% Reduce -9.8% 1,227 $72K
Trust Co. of Vermont 0.00% — 1,210 $71K
US Bancorp \de 0.00% Reduce -0.8% 1,167 $68K
EPG Wealth Management LLC 0.01% Add +0.6% 1,042 $61K
Holos Integrated Wealth LLC 0.03% No change 1,000 $59K
First Horizon Corp. 0.00% Add +2.3% 774 $45K
Atlantic Union Bankshares Corp 0.00% Add +6.7% 738 $43K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.7% 719 $42K
Capital Analysts, LLC 0.00% No change 648 $38K
Hanson & Doremus Investment Management 0.00% No change 613 $36K
BlackRock, Inc. 0.00% Add +0.3% 614 $36K
SHP Wealth Management 0.00% Add +91.8% 610 $36K
Assetmark, Inc. 0.00% Add +109.1% 577 $34K
Signaturefd, LLC 0.00% No change 520 $30K
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% No change 400 $23K
Vision Retirement, LLC 0.01% New 394 $23K
Sage Mountain Advisors LLC 0.00% No change 392 $23K
Parkside Financial Bank & Trust 0.00% No change 345 $20K
Raffa Wealth Management, LLC 0.00% No change 341 $20K
HighMark Wealth Management LLC 0.01% Add +0.3% 312 $18K
Banque Transatlantique SA 0.00% No change 297 $17K
Spire Wealth Management 0.00% Reduce -31.2% 243 $14K
EverSource Wealth Advisors, LLC 0.00% New 224 $13K
Versant Capital Management, Inc 0.00% No change 224 $13K
Colonial Trust Advisors 0.00% No change 200 $12K
Quest 10 Wealth Builders, Inc. 0.01% Add +16.5% 191 $11K
GAMMA Investing LLC 0.00% No change 190 $11K
JFS Wealth Advisors, LLC 0.00% New 164 $10K
Tounjian Advisory Partners, LLC 0.00% Reduce -98.0% 138 $8K
Key Capital Management, INC 0.00% Add +309.4% 131 $8K
Allworth Financial LP 0.00% Reduce -18.6% 127 $7K
AdvisorNet Financial, Inc 0.00% Add +0.8% 126 $7K
Private Trust Co. NA 0.00% New 122 $7K
Nemes Rush Group LLC 0.00% Add +0.9% 113 $7K
Blue Trust, Inc. 0.00% Reduce -24.6% 101 $6K
Russell Investments Group, Ltd. 0.00% Reduce -26.3% 101 $6K
Larson Financial Group LLC 0.00% Add +1.0% 100 $6K
Harbor Investment Advisory, LLC 0.00% No change 97 $6K
Ashton Thomas Private Wealth, LLC 0.00% New 87 $5K
Tradewinds Capital Management, LLC 0.00% No change 75 $4K
Silver Grove Financial Group, Inc. 0.00% New 71 $4K
Mather Group, Llc. 0.00% No change 70 $4K
Strengthening Families & Communities, LLC 0.00% New 66 $4K
Simplex Trading, LLC 0.00% New 65 $4K
POM Investment Strategies, LLC 0.00% New 60 $4K
Vermillion Wealth Management, Inc. 0.00% No change 58 $3K
Signature Resources Capital Management, LLC 0.00% No change 53 $3K
1 North Wealth Services LLC 0.00% New 52 $3K
High Note Wealth, LLC 0.00% No change 51 $3K
Founders Financial Alliance, LLC 0.00% No change 38 $2K
Financial Network Wealth Advisors LLC 0.00% New 38 $2K
Concord Wealth Partners 0.00% New 29 $2K
WealthCollab, LLC 0.00% New 24 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 23 $1K
North Star Investment Management Corp. 0.00% Reduce -93.6% 20 $1K
Glassman Wealth Services 0.00% New 20 $1K
Hilton Head Capital Partners, LLC 0.00% Reduce -51.6% 15 $876
Aptus Capital Advisors, LLC 0.00% No change 15 $876
Duncker Streett & Co. Inc. 0.00% No change 12 $701
Barrett & Company, Inc. 0.00% No change 11 $643
Mechanics Financial Corp 0.00% New 7 $409
BNP Paribas Financial Markets 0.00% New 5 $292
Federation des caisses Desjardins du Quebec 0.00% Reduce -94.6% 2 $117
Raleigh Capital Management Inc. 0.00% No change 1 $49

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