Security record · archived quarter
FUTY
Fidelity MSCI Utilities Index ETF · Financial Services · Asset Management - Global
43Tracked holders
-1Δ holders
14.03MShares held
$775.23MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow +0.1% ·
net new positions -2.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 15.20K | $805,617 | n/a | n/a |
| Q2 2026 | 47 | +4 | 12.23M | $714.62M | +8 | −4 |
| Q1 2026 | 44 | +1 | 14.12M | $833.80M | +5 | −4 |
| Q4 2025 | 43 | -1 | 14.03M | $775.23M | n/a | −1 |
| Q3 2025 | 5 | -2 | 393.82K | $22.24M | n/a | −2 |
| Q2 2025 | 5 | 0 | 63.29K | $3.33M | +1 | −1 |
| Q1 2025 | 3 | -1 | 154.97K | $7.90M | n/a | −1 |
| Q4 2024 | 4 | +3 | 312.29K | $15.23M | +3 | n/a |
| Q3 2024 | 1 | -1 | 51.83K | $2.69M | n/a | −1 |
| Q2 2024 | 2 | n/a | 59.95K | $2.64M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.09M | n/a | $502.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 752.84K | n/a | $41.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 711.78K | n/a | $39.33M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 4 | Lido Advisors, LLC | 597.63K | n/a | $33.73M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 5 | Commonwealth Equity Services, Llc | 410.37K | n/a | $22.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 361.94K | +4.1% | $19.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Mariner, LLC | 353.94K | n/a | $19.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 290.48K | n/a | $16.04M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 254.28K | n/a | $14.04M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 199.29K | n/a | $11.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 192.97K | n/a | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bnp Paribas Financial Markets | 150.00K | n/a | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 100.68K | n/a | $5.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 97.70K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Northwestern Mutual Wealth… | 75.07K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 54.13K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mercer Global Advisors Inc /Adv | 41.41K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 40.95K | +6.5% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 36.56K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 32.66K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Royal Bank Of Canada | 23.47K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Bank of New York Mellon Corp | 22.92K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Susquehanna International Group, Llp | 21.14K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 20.08K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 15.73K | n/a | $868,500 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 13.45K | n/a | $748,116 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 12.94K | n/a | $714,707 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 9.77K | n/a | $539,564 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 8.97K | n/a | $495,293 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 7.89K | n/a | $435,962 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Blair William & Co/Il | 5.83K | n/a | $322,098 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 4.73K | n/a | $261,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 4.48K | n/a | $247,537 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.17K | +62.9% | $120,035 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Qube Research & Technologies Ltd | 1.39K | n/a | $76,701 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.20K | n/a | $66,485 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 343 | n/a | $18,940 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 227 | n/a | $12,535 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Simplex Trading, Llc | 197 | n/a | $10,878 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 176 | n/a | $9,719 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 105 | 0.0% | $5,798 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 75 | n/a | $4,142 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 3 | n/a | $166 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $350,114 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 257 holders, 20.40M shares, $1.17B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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