Security record · archived quarter
FUTY
Fidelity MSCI Utilities Index ETF · Financial Services · Asset Management - Global
44Tracked holders
+1Δ holders
14.12MShares held
$833.80MReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +2.3% ·
share flow +0.6% ·
net new positions +2.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.17M | +0.8% | $541.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 845.12K | +12.3% | $49.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Lido Advisors, LLC | 570.56K | -4.5% | $33.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Osaic Holdings, Inc. | 478.36K | -32.8% | $28.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Commonwealth Equity Services, Llc | 410.17K | -0.1% | $24.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 367.01K | +1.4% | $21.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Mariner, LLC | 364.70K | +3.0% | $21.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 346.51K | +19.3% | $20.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 295.63K | +48.3% | $17.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 270.72K | +6.5% | $15.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 250.63K | +29.9% | $14.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 100.53K | -0.1% | $5.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Northwestern Mutual Wealth… | 75.91K | +1.1% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 65.34K | -33.1% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 60.09K | +11.0% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Mercer Global Advisors Inc /Adv | 55.80K | +34.8% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 54.60K | +138.2% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Fidelity (FMR) ✦ | 54.34K | +32.7% | $3.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Stifel Financial Corp | 35.97K | +10.1% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 28.41K | +21.0% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Two Sigma Investments ✦ | 27.90K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 25.95K | -29.0% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 24.78K | +17.2% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 18.45K | -8.1% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Jones Financial Companies Lllp | 16.50K | +27.5% | $969,331 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Wealth Enhancement Advisory… | 13.03K | -3.1% | $778,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 11.66K | -25.8% | $688,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citigroup Inc | 11.53K | +28.5% | $681,010 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 10.21K | +115.6% | $602,896 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 8.67K | +299.0% | $512,726 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Pnc Financial Services Group, Inc. | 7.86K | -0.4% | $464,526 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Renaissance Technologies ✦ | 7.10K | New | $419,397 | 0.0% | New | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 6.30K | -35.5% | $370,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Creative Planning | 5.95K | +32.8% | $351,564 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Blair William & Co/Il | 5.71K | -2.1% | $337,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 4.65K | New | $274,495 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 3.85K | +1593.8% | $227,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.18K | -2.3% | $69,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 799 | -42.5% | $47,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 771 | New | $45,543 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 612 | +482.9% | $36,151 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Assetmark, Inc | 276 | +268.0% | $16,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 137 | -22.2% | $8,093 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 1 | New | $59 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.65M | 0.0% |
| Renaissance Technologies | $419,397 | 0.0% |
| Quantinno Capital Management… | $274,495 | 0.0% |
| UBS AM, a distinct business… | $45,543 | 0.0% |
| TD Waterhouse Canada Inc. | $59 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $8.28M | was 0.0% |
| Deutsche Bank Ag\ | $18,940 | was 0.0% |
| Simplex Trading, Llc | $10,878 | was 0.0% |
| Bank Of Montreal /Can/ | $166 | 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: Q1 2026 ·
Methodology ·
Get this via the API