FENY institutional holders

Fidelity MSCI Energy Index ETF · 262 reporting institutions · $587.9M reported value

Funds that can replace FENY · FENY return decomposition

Institutional holdings

Institutions reporting FENY, largest first
InstitutionReported positionAdvisors at firmReport period
Charles Schwab Investment Management Inc$73.3M372026-06-30
Lido Advisors, LLC$50.2M3202026-06-30
Envestnet Pmc$44.8M602026-06-30
Commonwealth Equity Services, LLC$34.2M2,8632026-06-30
Lpl Financial LLC$29.3M23,4582026-06-30
Hightower Advisors, LLC$28.8M1,0462026-06-30
Northwestern Mutual Wealth Management Co$27.6M02026-06-30
Agf Management Ltd$22M02026-06-30
Cetera Investment Advisers$17.9M10,3702026-06-30
Marshall Wace, LLP$13.4M02026-06-30
Two Sigma Investments, LP$8.7M02026-06-30
Sageguard Financial Group, LLC$8.3M142026-06-30
Morgan Stanley$8.1M23,1852026-06-30
Cutler Capital Management, LLC$7.9M32026-06-30
Wells Fargo & Company/mn$7.2M02026-06-30
Osaic Holdings, Inc.$6.9M02026-06-30
Bank of New York Mellon Corp$6.9M02026-06-30
Kestra Advisory Services, LLC$5.9M1,4792026-06-30
Ameriprise Financial Inc$5.9M02026-06-30
Assuredpartners Investment Advisors$5.6M292026-06-30
Bank of America Corp /de$5.6M02026-06-30
Composition Wealth, LLC$5.2M762026-06-30
Eley Financial Management, Inc$4.8M42026-06-30
Steward Partners Investment Advisory, LLC$4.7M4812026-06-30
Traynor Capital Management, Inc.$4.3M72026-06-30
Financial Partners Group, Inc$4.3M92026-06-30
Proficio Capital Partners LLC$4.2M22026-06-30
Kcm Investment Advisors LLC$3.9M72026-06-30
Stifel Financial Corp$3.4M02026-06-30
Fmr LLC$3.4M02026-06-30
Maltin Wealth Management, Inc.$3.4M42026-06-30
Newedge Advisors$3.2M6012026-06-30
Mercer Global Advisors Inc /adv$3.2M02026-06-30
Jacobi Capital Management LLC$3.1M322026-06-30
Yoder Wealth Management, Inc.$3M22026-06-30
Wealth Quarterback LLC$3M52026-06-30
UBS Group AG$3M02026-06-30
Northcoast Asset Management LLC$2.9M312026-06-30
Transamerica Financial Advisors, LLC$2.9M1,0972026-06-30
D. E. Shaw & Co., LP$2.9M02026-06-30
Maxele Advisors, LLC$2.8M22026-06-30
Trail Ridge Investment Advisors, LLC$2.6M82026-06-30
Qube Research & Technologies Ltd$2.3M02026-06-30
Arax Advisory Partners$2.1M2322026-06-30
Mariner, LLC$2M02026-06-30
Jpmorgan Chase & Co$2M02026-06-30
Sunbelt Securities, Inc.$2M632026-03-31
Raymond James Financial Inc$1.9M02026-06-30
Beaumont Financial Advisors, LLC$1.9M162026-06-30
Lynch & Associates/in$1.8M72026-06-30
Advisory Services Network$1.8M2532026-06-30
Aspetuck Financial Management LLC$1.8M12026-06-30
Citigroup Inc$1.8M02026-06-30
Northern Trust Corp$1.7M02026-06-30
Royal Bank of Canada$1.7M02026-06-30
Financial Perspectives, Inc$1.7M152026-06-30
Guerra Advisors Inc$1.6M172025-09-30
Bravias Capital Group, LLC$1.5M62026-06-30
Stratos Wealth Advisors, LLC$1.5M712026-06-30
Kestra Private Wealth Services, LLC$1.4M2062026-06-30
Susquehanna International Group, LLP$1.4M02026-06-30
Penobscot Wealth Management$1.3M82026-06-30
Glass Jacobson Investment Advisors LLC$1.2M102026-06-30
Merit Financial Group, LLC$1.2M2952026-06-30
Smith Salley Wealth Management$1.2M172026-06-30
Full Sail Capital, LLC$1.2M02025-09-30
Citadel Advisors LLC$1.2M02026-06-30
Parsons Capital Management Inc/ri$1.2M142026-06-30
Arkadios Wealth Advisors$1.2M2262026-06-30
Sheets Smith Wealth Management$1.1M102026-06-30
Boothbay Fund Management, LLC$1.1M02026-06-30
Epg Wealth Management LLC$1.1M112026-06-30
Jones Financial Companies LLLP$1M02026-06-30
Ep Wealth Advisors, LLC$968.3K3382026-06-30
U.S. Capital Wealth Advisors, LLC$926.1K02026-03-31
Vicus Capital$897.8K902026-06-30
Creative Planning$890.8K1,1712026-06-30
Oneascent Financial Services LLC$887.8K852026-06-30
Financial Freedom$850.1K32026-06-30
Truist Financial Corp$828.9K02026-06-30
Elevation Wealth Management LLC$788.2K32026-06-30
Principal Securities, Inc.$782.6K1,4632026-06-30
Atlas Capital Advisors Inc.$770K82026-06-30
Snowden Capital Advisors LLC$736.6K1222026-06-30
Bank of Marin$736K02026-06-30
Harbour Investments, Inc.$719.9K2472026-06-30
Sigma Planning Corp$715.4K4742026-06-30
Wealth Enhancement Advisory Services, LLC$708.2K1,0262026-06-30
Valmark Advisers, Inc.$698.9K2952026-06-30
Capital Investment Advisors, LLC$692.2K592026-06-30
Kdk Private Wealth Management, LLC$690.9K52026-06-30
Cullen/frost Bankers, Inc.$680.8K02026-06-30
Certified Advisory Corp$671.4K172026-06-30
Castleview Partners, LLC$659.9K132026-06-30
Roxbury Financial LLC$647.4K22026-06-30
Ameritas Advisory Services, LLC$594.2K5502026-06-30
Robertson Stephens Wealth Management, LLC$589K722026-06-30
Summit Financial, LLC$583.1K2292026-06-30
American National Bank & Trust$569.8K02026-06-30
Core Wealth Partners LLC$558.9K52026-06-30
D.A. Davidson & Co.$558.2K6892026-06-30
Prairie Wealth Advisors, Inc.$545.8K92026-06-30
Jacobs Equity LLC$543.6K32026-06-30
PNC Financial Services Group, Inc.$541.8K02026-06-30
Cwm, LLC$540.5K6672026-03-31
Ae Wealth Management LLC$500.4K4712026-06-30
Cap Partners, LLC$499.7K72026-06-30
Meridian Wealth Management, LLC$498.9K582026-06-30
Strategic Advisors LLC$496.6K42026-06-30
Cwa Asset Management Group, LLC$483K492026-06-30
Coppell Advisory Solutions LLC$479.1K762026-06-30
Onedigital Investment Advisors LLC$476.5K3862026-06-30
Mai Capital Management$471.8K3082026-06-30
Wilkins Miller Wealth Management, LLC$468.1K22026-06-30
Two Sigma Securities, LLC$465.4K02026-06-30
Aqr Capital Management LLC$463.3K12026-06-30
Captrust Financial Advisors$456.8K9622026-06-30
Secure Asset Management, LLC$450.4K552026-06-30
Sweeney & Michel, LLC$437.7K32026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$434.3K02026-06-30
Headlands Technologies LLC$428.6K02026-06-30
Quantinno Capital Management LP$409K02026-06-30
Galvin, Gaustad & Stein, LLC$406.3K82026-06-30
Savant Wealth Management$400.7K4052026-06-30
Exencial Wealth Advisors, LLC$400.2K02026-03-31
Fiduciary Trust Co$355K02026-06-30
Sanctuary Advisors, LLC$350.9K4012026-06-30
Lji Wealth Management, LLC$349.4K132026-06-30
Cedarwood Wealth LLC$347.9K32026-06-30
Truewealth Advisors, LLC$342.5K142026-06-30
Rosenberg Matthew Hamilton$336.8K42026-06-30
Fiduciary Financial Advisors$319.4K512026-06-30
Farther Finance Advisors, LLC$315.6K3342026-06-30
Fort Sheridan Advisors LLC$315.1K82026-06-30
Heck Capital Advisors, LLC$312.9K242026-06-30
Western Wealth Management, LLC$311.1K1122026-06-30
Simplex Trading, LLC$306.7K02026-06-30
Aa Financial Advisors, LLC$301.6K122026-06-30
Equitable Holdings, Inc.$298K02026-06-30
Foundations Investment Advisors, LLC$293.1K3022026-06-30
Longview Wealth Management$287.1K02026-06-30
Regal Investment Advisors LLC$282.9K1172026-06-30
Wealthtrust Axiom LLC$282.3K42026-06-30
Crestwood Advisors Group, LLC$277.1K402026-06-30
Brighton Jones LLC$276.1K1592026-06-30
Court Place Advisors, LLC$275.6K02025-09-30
Investmark Advisory Group LLC$265K112026-06-30
Fee-Only Financial Planning, L.C.$264.3K32026-06-30
Beacon Pointe Advisors, LLC$262.4K4662026-06-30
Traphagen Investment Advisors LLC$261.8K162026-06-30
Stratos Wealth Partners, Ltd.$258.5K3862026-06-30
Cra Financial Services, LLC$257.2K122026-06-30
Modera Wealth Management, LLC$255.3K1352026-06-30
Hbw Advisory Services LLC$254.5K682026-06-30
Smith Shellnut Wilson LLC /adv$254.4K122026-06-30
Bcs Wealth Management, LLC$254.3K82026-06-30
Monte Financial Group, LLC$245.2K62026-06-30
Orion Porfolio Solutions, LLC$242K1992026-06-30
J.W. Cole Advisors, Inc.$239K4992026-06-30
Charter Oak Capital Management, LLC$229.2K02026-03-31
Savvy Advisors, Inc.$228K2142026-06-30
Rfg Advisory, LLC$223.2K1912026-06-30
Wealth Dimensions Group, Ltd.$214.3K92026-06-30
Fischer Financial Services, Inc.$213.6K42026-06-30
Regatta Research & Money Management LLC$213.4K62026-06-30
Lifeworks Advisors, LLC$211.4K422026-06-30
Brookstone Capital Management$210K3372026-06-30
Signal Advisors Wealth, LLC$206.3K452026-06-30
Redwood Financial Network Corp$204.8K82026-06-30
Fifth Third Securities, Inc.$200.7K1,0142026-06-30
Vci Wealth Management LLC$200.3K222026-06-30
Jackson, Grant Investment Advisers, Inc.$186K42026-06-30
O'Shaughnessy Asset Management, LLC$184.5K582026-06-30
Larson Financial Group LLC$177.7K672026-06-30
Clearstead; Clearstead Advisory Solutions$170.2K642026-06-30
Buck Wealth Strategies, LLC$149.1K502026-06-30
Accredited Wealth Management, LLC$139.7K02025-09-30
Creative Financial Designs Inc /adv$139.7K02026-06-30
Allied Private Wealth LLC$136.5K32026-06-30
Integrated Wealth Concepts LLC$136K4802026-06-30
Lri Investments, LLC$126.6K252026-06-30
Burk Holdings LLC$107.6K72026-06-30
Nemes Rush Group LLC$93K92026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$86.8K02026-06-30
Mcf Advisors LLC$82.2K332026-06-30
Atlantic Union Bankshares Corp$80.6K02026-06-30
Ifp Advisors, Inc$76.8K3182026-06-30
Nvest Wealth Strategies, Inc.$73.9K32026-06-30
Lanark Financial, Inc.$67.4K692026-06-30
Godfrey Financial Associates, Inc.$58.1K32026-06-30
Fifth Third Bancorp$49.9K02026-06-30
Blackrock, Inc.$47.5K02026-06-30
Global Retirement Partners LLC$46.8K4912026-06-30
Ima Advisory Services, Inc.$44.4K482026-06-30
Retire Agile$42.7K42026-06-30
Comerica Bank$39.7K02025-12-31
Bernard Wealth Management Corp.$37.3K32026-06-30
Holos Integrated Wealth$36.4K32026-06-30
Sage Mountain Advisors LLC$35.5K212026-06-30
Planning Project LLC$31.5K92025-12-31
Rockefeller Capital Management LP$29.7K3462026-06-30
Vanguard National Trust Co$29.6K02026-06-30
Howe & Rusling Inc$28.9K102026-06-30
Signature Equity Partners, LLC$26.4K342026-06-30
Capital Investment Advisory Services, LLC$21.7K1032026-06-30
Gables Capital Management Inc.$20.7K32026-06-30
Founders Financial Alliance, LLC$19.8K322026-06-30
Tradewinds Capital Management, LLC$19.8K72026-06-30
Physician Wealth Advisors, Inc.$17.9K92026-06-30
Founders Capital Management$17.5K02026-06-30
Allworth Financial, LP$17.3K3172026-06-30
Darwin Wealth Management, LLC$16.1K122026-06-30
Meramec Financial Planners, LLC$15K72026-06-30
Mountain Hill Investment Partners Corp.$15K32026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$14.8K02026-06-30
Highmark Wealth Management LLC$14.8K52026-06-30
Pflug Koory, LLC$14.5K02026-06-30
Strengthening Families & Communities, LLC$12.9K112026-06-30
Eversource Wealth Advisors, LLC$11.5K772026-06-30
Russell Investments Group, Ltd.$10.7K02026-06-30
Salomon & Ludwin, LLC$9.8K62026-06-30
Capital A Wealth Management, LLC$9.7K122025-06-30
Rossby Financial, Lcc$9.6K312026-06-30
Principia Wealth Advisory, LLC$9.6K42026-06-30
Oakmont Advisory Group, LLC$9.1K32026-06-30
CIBC Private Wealth Group LLC$8.7K02025-12-31
Spire Wealth Management$8.3K32026-06-30
Decker Retirement Planning Inc.$7.8K102026-06-30
Abound Wealth Management$6.9K162026-06-30
Mascoma Wealth Management$6.2K112026-06-30
Asset Dedication, LLC$6.1K112026-06-30
Northavenue LLC$6.1K32026-06-30
Silver Grove Financial Group, Inc.$5.8K172026-06-30
Bok Financial Private Wealth, Inc.$5.6K272026-06-30
Archer Investment Corp$5.6K782026-06-30
Assetmark, Inc$5.1K2202026-06-30
Aptus Capital Advisors, LLC$4.8K212026-06-30
Signature Resources Capital Management, LLC$4.5K02026-06-30
Cambridge Investment Research Advisors, Inc.$4.2K3,9402026-03-31
Triumph Capital Management$3.6K142026-06-30
Financial Network Wealth Advisors LLC$3.5K72026-06-30
Vision Financial Markets LLC$3.1K02026-06-30
Park Avenue Securities LLC$3K1,9082026-06-30
Bnp Paribas Financial Markets$2.8K02026-06-30
Washington Trust Advisors$2.7K142026-06-30
Motco$2.6K02026-06-30
Tounjian Advisory Partners, LLC$2.5K52026-06-30
Wolff Wiese Magana LLC$2.3K42026-06-30
Brown, Lisle/cummings, Inc.$2.2K82026-03-31
Pillar Financial Advisors, LLC$1.5K42026-06-30

The 250 largest of 262 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30