FUTY institutional holders

Fidelity MSCI Utilities Index ETF · 270 reporting institutions · $1.1B reported value

Funds that can replace FUTY · FUTY return decomposition

Institutional holdings

Institutions reporting FUTY, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$402.2M02026-06-30
Ae Wealth Management LLC$109M4712026-06-30
Lpl Financial LLC$50.7M23,4582026-06-30
Osaic Holdings, Inc.$46.4M02026-06-30
Lido Advisors, LLC$32.2M3202026-06-30
Kestra Advisory Services, LLC$32.1M1,4792026-06-30
Traphagen Investment Advisors LLC$26.3M162026-06-30
Envestnet Pmc$24.5M602026-06-30
Commonwealth Equity Services, LLC$23.4M2,8632026-06-30
Morgan Stanley$21.9M23,1852026-06-30
Mariner, LLC$20M02026-06-30
Hightower Advisors, LLC$17.3M1,0462026-06-30
Cetera Investment Advisers$16.7M10,3702026-06-30
Ameriprise Financial Inc$11.4M02026-06-30
Ifg Advisory, LLC$9.1M1102026-06-30
Quadrature Capital Ltd$9.1M02026-06-30
Apollon Wealth Management, LLC$8.8M1512026-06-30
Avaii Wealth Management, LLC$8.4M112026-06-30
Northside Capital Management, LLC$7.9M82026-06-30
Raymond James Financial Inc$6.1M02026-06-30
Agf Management Ltd$6M02026-06-30
Northcoast Asset Management LLC$5.7M312026-06-30
Valmark Advisers, Inc.$5.4M2952026-06-30
Sweeney & Michel, LLC$5.4M32026-06-30
Steward Partners Investment Advisory, LLC$5.3M4812026-06-30
Conrad Siegel Investment Advisors$4.7M242026-06-30
Newedge Advisors$4.4M6012026-06-30
Richard C. Young & Co., Ltd.$4.3M92026-06-30
UBS Group AG$4.3M02026-06-30
Maltin Wealth Management, Inc.$4.2M42026-06-30
Primoris Wealth Advisors, LLC$3.8M62026-06-30
Bank of New York Mellon Corp$3.8M02026-06-30
Wells Fargo & Company/mn$3.7M02026-06-30
Royal Bank of Canada$3.7M02026-06-30
Fmr LLC$3.5M02026-06-30
Lifeplan Investment Advisors, Inc.$3.5M42026-06-30
Targeted Financial Services LLC$3.4M42026-06-30
Grey Ledge Advisors, LLC$3.2M82026-06-30
Northwestern Mutual Wealth Management Co$3.2M02026-06-30
Beaumont Financial Advisors, LLC$3.1M162026-06-30
Simon Quick Advisors, LLC$3M402026-06-30
Mercer Global Advisors Inc /adv$2.9M02026-06-30
Yoder Wealth Management, Inc.$2.6M22026-06-30
Sigma Planning Corp$2.6M4742026-06-30
Kingswood Wealth Advisors, LLC$2.5M1232026-06-30
Richmond Brothers, Inc.$2.4M42026-06-30
Wealth Alliance Advisory Group, LLC$2.4M62026-06-30
Lifeworks Advisors, LLC$2.4M422026-06-30
Arax Advisory Partners$2.3M2322026-06-30
High Point Wealth Management, LLC$2.1M22026-06-30
MML Investors Services, LLC$2.1M5,1202026-06-30
Stifel Financial Corp$2.1M02026-06-30
Capital Investment Advisory Services, LLC$1.9M1032026-06-30
D. E. Shaw & Co., LP$1.8M02026-06-30
Full Sail Capital, LLC$1.7M02025-09-30
Jones Financial Companies LLLP$1.7M02026-06-30
Transamerica Financial Advisors, LLC$1.6M1,0972026-06-30
Xtx Topco Ltd$1.6M02026-06-30
J.W. Cole Advisors, Inc.$1.6M4992026-06-30
Bellwether Advisors, LLC$1.5M82026-06-30
Tower Research Capital LLC (trc)$1.5M02026-06-30
Oneascent Financial Services LLC$1.5M852026-06-30
Investment Management Corp /va/ /adv$1.4M02026-06-30
Jaffetilchin Investment Partners, LLC$1.4M02026-03-31
Lanark Financial, Inc.$1.3M692026-06-30
Harbour Investments, Inc.$1.3M2472026-06-30
Ameritas Advisory Services, LLC$1.3M5502026-06-30
Atlas Capital Advisors Inc.$1.3M82026-06-30
Maxele Advisors, LLC$1.3M22026-06-30
Nwam LLC$1.3M622026-06-30
Independent Financial Group, LLC$1.3M4812026-06-30
Dynamic$1.2M752026-06-30
Farther Finance Advisors, LLC$1.2M3342026-06-30
Roman Butler Fullerton & Co$1.1M122026-06-30
Citigroup Inc$1.1M02026-06-30
Elevated Capital Advisors, LLC$1M202026-06-30
Independence Financial Advisors, LLC$1M82026-06-30
Prairie Wealth Advisors, Inc.$1M92026-06-30
Rockefeller Capital Management LP$979K3462026-06-30
Glass Jacobson Investment Advisors LLC$963.6K102026-06-30
Money Concepts Capital Corp$961.5K3892026-06-30
Wealth Enhancement Advisory Services, LLC$957.3K1,0262026-06-30
Lynch & Associates/in$932.5K72026-06-30
Susquehanna International Group, LLP$895K02026-06-30
Arkadios Wealth Advisors$887.7K2262026-06-30
Jpmorgan Chase & Co$860.5K02026-06-30
Mosley Wealth Management$844.6K122026-06-30
Sykon Capital LLC$828.4K52026-06-30
Emerald Advisors, LLC$818.7K42026-06-30
Beam Wealth Advisors, Inc.$811.6K252026-06-30
Smith Salley Wealth Management$785K172026-06-30
Sunbelt Securities, Inc.$769.3K632026-03-31
Western Wealth Management, LLC$767K1122026-06-30
Seia$741.4K1412026-06-30
Modern Wealth Management, LLC$738.9K1612026-06-30
Advisory Services Network$737.7K2532026-06-30
Daymark Wealth Partners, LLC$698.6K372026-06-30
Great Valley Advisor Group, LLC$694.9K2052026-06-30
Independent Advisor Alliance, LLC$692.8K3022026-06-30
Mascoma Wealth Management$692.5K112026-06-30
Global Financial Private Client, LLC$673.5K52026-06-30
American National Bank & Trust$668.1K02026-06-30
Pfg Advisors$659.9K832026-06-30
Creativeone Wealth, LLC$658.9K2212026-06-30
Snowden Capital Advisors LLC$656K1222026-06-30
Flagship Harbor Advisors, LLC$655K602026-06-30
Merit Financial Group, LLC$650K2952026-06-30
Brookstone Capital Management$634.7K3372026-06-30
Kovack Advisors, Inc.$603.9K2582026-06-30
Goldman Sachs Group Inc$603.5K02026-06-30
Cwm, LLC$602.9K6672026-03-31
Sovran Advisors, LLC$585.7K702026-06-30
Demars Financial Group, LLC$574.6K42026-06-30
Financial Management Network Inc$573.6K212026-06-30
Sanctuary Advisors, LLC$555.7K4012026-06-30
Aspetuck Financial Management LLC$551.8K12026-06-30
Creative Financial Designs Inc /adv$548.8K02026-06-30
Alphacore Capital LLC$539.8K692026-06-30
Elevation Wealth Management LLC$526.9K32026-06-30
Jacobs Equity LLC$525K32026-06-30
Asset One Wealth Management LLC$504.5K182026-06-30
Centennial Wealth Advisory LLC$503.8K102026-06-30
PNC Financial Services Group, Inc.$472.9K02026-06-30
Claris Financial LLC$466.2K22026-03-31
Ellis Investment Partners, LLC$447.8K182026-06-30
Flc Capital Advisors$431.1K42026-06-30
Galvin, Gaustad & Stein, LLC$423.5K82026-06-30
Focus Partners Wealth$417.2K1,0482026-06-30
Concurrent Investment Advisors, LLC$417K3492026-06-30
Meridian Wealth Management, LLC$410.9K582026-06-30
Wbh Advisory Inc$408.4K112026-06-30
Rossmore Private Capital$403K42026-06-30
Zinnia Wealth Advisory, LLC$388K42026-06-30
Ballew Advisors Inc$364.5K92026-06-30
Blair William & Co/il$364.3K3292026-06-30
Cullen/frost Bankers, Inc.$357K02026-06-30
Everstar Asset Management, LLC$356.4K102026-06-30
Integrated Wealth Concepts LLC$355.6K4802026-06-30
D.A. Davidson & Co.$339.4K6892026-06-30
Aqr Capital Management LLC$331.9K12026-06-30
Traynor Capital Management, Inc.$328.4K72026-06-30
Creative Planning$328.2K1,1712026-06-30
Kingdom Financial Group Llc.$327.5K152026-06-30
Heck Capital Advisors, LLC$324.8K242026-06-30
Crane & Associates Wealth Management$317.4K32026-06-30
Allspring Global Investments Holdings, LLC$312.5K02026-06-30
Accel Wealth Management$312.4K102026-06-30
Fiduciary Financial Advisors$310.2K512026-06-30
Openarc Corporate Advisory, LLC$306.9K1232026-06-30
Schmidt P J Investment Management Inc$304.6K02026-06-30
Midwestone Financial Group, Inc.$303.7K02025-12-31
Kdk Private Wealth Management, LLC$300.8K52026-06-30
Pathway Financial Advisers, LLC$298.2K62026-06-30
Springvest Wealth Management LLC$297.9K42026-06-30
Kestra Private Wealth Services, LLC$290K2062026-06-30
Beck Bode, LLC$289.2K172026-06-30
Live Oak Investment Partners$286.4K32026-06-30
Fifth Third Securities, Inc.$278.3K1,0142026-06-30
Graham Capital Wealth Management, LLC$274.6K62026-06-30
Smith Shellnut Wilson LLC /adv$260.9K122026-06-30
Holderness Investments Co$258.6K62026-06-30
Signal Advisors Wealth, LLC$258.4K452026-06-30
&partners$257.2K5552026-06-30
D.B. Root & Company, LLC$255.7K152026-06-30
Cottage Street Advisors$254.6K22026-06-30
Vicus Capital$250.6K902026-06-30
Acorn Financial Advisory Services Inc /adv$244.6K172026-06-30
Bkm Wealth Management, LLC$243K62026-06-30
Marotta Asset Management$239.2K92026-06-30
Westhampton Capital$233.4K42026-06-30
Vci Wealth Management LLC$226.9K222026-06-30
Geneos Wealth Management, Inc.$223.8K1932026-06-30
Qube Research & Technologies Ltd$218.8K02026-06-30
Trail Ridge Investment Advisors, LLC$216.7K82026-06-30
Wealthfront Advisers LLC$214.2K402026-06-30
Summit Financial, LLC$211.9K2292026-06-30
Quantinno Capital Management LP$211.5K02026-06-30
Rogco, LP$204.2K02026-06-30
Fifth Third Bancorp$203.5K02026-06-30
Comerica Bank$202.6K02025-12-31
Corecap Advisors, LLC$186.9K1182026-06-30
Rossby Financial, Lcc$149.7K312026-06-30
Regatta Research & Money Management LLC$146.1K62026-06-30
Global Retirement Partners LLC$129.6K4912026-06-30
O'Shaughnessy Asset Management, LLC$129.2K582026-06-30
Ifp Advisors, Inc$120.8K3182026-06-30
Cassaday & Co Wealth Management LLC$116.8K472026-06-30
Buck Wealth Strategies, LLC$99K502026-06-30
Glen Eagle Advisors, LLC$96.3K132026-06-30
Roxbury Financial LLC$94.4K22026-06-30
Avalon Trust Co$81.8K02026-06-30
Ghp Investment Advisors Inc$75.9K272026-06-30
Trust Co of Vermont$70.7K02026-06-30
US Bancorp$68.2K02026-06-30
Epg Wealth Management LLC$60.9K112026-06-30
Holos Integrated Wealth$58.9K32026-06-30
First Horizon Corp$45.2K02026-06-30
Atlantic Union Bankshares Corp$43.1K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$42K02026-06-30
Planning Project LLC$36.2K92025-12-31
Blackrock, Inc.$35.9K02026-06-30
Shp Wealth Management$35.6K322026-06-30
Assetmark, Inc$33.7K2202026-06-30
Signaturefd, LLC$30.4K492026-06-30
Hilltop National Bank$28.9K02026-06-30
Colonial Trust Co / Sc$28.5K02026-06-30
Bayban$27.1K02026-06-30
Cambridge Investment Research Advisors, Inc.$23.6K3,9402026-03-31
Advocate Investing Services$23.4K52026-06-30
Vision Retirement, LLC$23K72026-06-30
Sage Mountain Advisors LLC$22.9K212026-06-30
Parkside Financial Bank & Trust$20.4K02026-03-31
Raffa Wealth Management, LLC$19.9K62026-06-30
Highmark Wealth Management LLC$18.2K52026-06-30
Banque Transatlantique SA$17.4K02026-06-30
Capital A Wealth Management, LLC$17K122025-06-30
Spire Wealth Management$14.2K32026-06-30
Eversource Wealth Advisors, LLC$13.1K772026-06-30
Versant Capital Management, Inc.$13.1K112026-06-30
Colonial Trust Advisors$11.7K152026-06-30
Quest 10 Wealth Builders, Inc.$11.2K32026-06-30
Gamma Investing LLC$11.1K72026-06-30
Jfs Wealth Advisors, LLC$9.6K332026-06-30
Tounjian Advisory Partners, LLC$8.1K52026-06-30
Key Capital Management, Inc$7.7K112026-06-30
Allworth Financial, LP$7.4K3172026-06-30
Advisornet Wealth Partners$7.4K582026-06-30
Private Trust Co NA$7.1K02026-06-30
Nemes Rush Group LLC$6.6K92026-06-30
CIBC Private Wealth Group LLC$6.6K02025-12-31
Russell Investments Group, Ltd.$5.9K02026-06-30
Blue Trust, Inc.$5.9K02026-06-30
Larson Financial Group LLC$5.8K672026-06-30
Harbor Investment Advisory, LLC$5.7K312026-06-30
Ashton Thomas Private Wealth, LLC$5.1K962026-06-30
Tradewinds Capital Management, LLC$4.4K72026-06-30
Silver Grove Financial Group, Inc.$4.1K172026-06-30
Mather Group, Llc.$4.1K1102026-06-30
Strengthening Families & Communities, LLC$3.9K112026-06-30
Simplex Trading, LLC$3.8K02026-06-30
Thrivent Financial for Lutherans$3.5K02026-06-30
Peace of Mind Wealth Management$3.5K82026-06-30
Vermillion Wealth Management, Inc.$3.4K42026-06-30
Signature Resources Capital Management, LLC$3.1K02026-06-30
1 North Wealth Services LLC$3K62026-06-30
High Note Wealth, LLC$3K42026-06-30
Founders Financial Alliance, LLC$2.2K322026-06-30
Financial Network Wealth Advisors LLC$2.2K72026-06-30
Anfield Capital Management, LLC$1.8K02026-03-31
Concord Wealth Partners$1.7K112026-06-30

The 250 largest of 270 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