FIDELITY MSCI US UTILITIES FUTY
$58.98
+2.2% 52w: $50.42 – $60.62
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data50.4255.5260.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
257
+0 QoQ
13F value
$1.21B
+9.0% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$201K calls / — puts
Institutional value by quarter
Number of holders
Who owns FUTY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.2M | $541.7M | 0.0% | +0.9% |
| AE Wealth Management LLC | Wealth advisor | 1.7M | $99.8M | 0.5% | +23.2% |
| LPL Financial LLC | Bank broker | 845.1K | $49.9M | 0.0% | +12.3% |
| Lido Advisors, LLC | Wealth advisor | 570.6K | $33.7M | 0.1% | -4.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 552.6K | $32.6M | 0.1% | +13.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 478.4K | $28.3M | 0.0% | -32.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 410.2K | $24.2M | 0.0% | 0.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 400.2K | $23.6M | 0.1% | +17.4% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | Wealth advisor | 397.3K | $23.5M | 1.9% | +480.3% |
| MORGAN STANLEY | Bank broker | 367.0K | $21.7M | 0.0% | +1.4% |
| Mariner, LLC | Diversified mechanical | 364.7K | $21.5M | 0.0% | +3.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 346.5K | $20.5M | 0.0% | +19.3% |
| HighTower Advisors, LLC | Diversified mechanical | 295.6K | $17.5M | 0.0% | +48.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 270.7K | $16.0M | 0.0% | +6.5% |
| Cetera Investment Advisers | Wealth advisor | 250.6K | $14.8M | 0.0% | +29.9% |
| Independence Financial Advisors, LLC | Wealth advisor | 194.0K | $11.5M | 3.4% | -3.0% |
| Apollon Wealth Management, LLC | Diversified mechanical | 142.0K | $8.4M | 0.1% | +8.2% |
| Northside Capital Management, LLC | Other | 139.9K | $8.3M | 0.7% | +16.2% |
| AGF MANAGEMENT LTD | Other | 101.3K | $6.0M | 0.0% | -51.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 100.5K | $5.9M | 0.0% | -0.1% |
| Quadrature Capital Ltd | Diversified mechanical | 97.7K | $5.8M | 0.1% | -0.2% |
| PRIMORIS WEALTH ADVISORS, LLC | Other | 94.3K | $5.6M | 3.9% | +228.9% |
| SWEENEY & MICHEL, LLC | Wealth advisor | 90.6K | $5.4M | 1.6% | +1.8% |
| Valmark Advisers, Inc. | Wealth advisor | 91.4K | $5.4M | 0.1% | +0.3% |
| Conrad Siegel Investment Advisors, Inc. | Wealth advisor | 77.3K | $4.6M | 0.8% | +9.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 75.9K | $4.5M | 0.0% | +1.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 75.2K | $4.4M | 0.0% | +5.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 73.8K | $4.4M | 0.0% | +7.1% |
| Richard C. Young & CO., LTD. | Other | 73.7K | $4.4M | 0.4% | +0.6% |
| Maltin Wealth Management, Inc. | Wealth advisor | 71.2K | $4.2M | 1.6% | +25.6% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 65.4K | $3.9M | 0.2% | -56.6% |
| UBS Group AG | Bank broker | 65.3K | $3.9M | 0.0% | -33.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 60.1K | $3.5M | 0.0% | +11.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 59.4K | $3.5M | 0.0% | -40.8% |
| LifePlan Investment Advisors, Inc. | Wealth advisor | 59.3K | $3.5M | 1.4% | -2.9% |
| Targeted Financial Services LLC | Wealth advisor | 57.1K | $3.4M | 2.8% | +19.0% |
| Grey Ledge Advisors, LLC | Wealth advisor | 55.8K | $3.3M | 0.7% | +1.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 55.8K | $3.3M | 0.0% | +34.8% |
| Q3 Asset Management | Other | 55.8K | $3.3M | 0.8% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 54.6K | $3.2M | 0.0% | +138.3% |
| FMR LLC | Long only active | 54.3K | $3.2M | 0.0% | +32.7% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 53.4K | $3.2M | 0.2% | +2.2% |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 52.3K | $3.1M | 0.1% | +2.4% |
| Yoder Wealth Management, Inc. | Wealth advisor | 48.0K | $2.8M | 1.3% | -0.4% |
| Estate Counselors, LLC | Wealth advisor | 47.2K | $2.8M | 0.2% | -35.3% |
| Sigma Planning Corp | Wealth advisor | 43.7K | $2.6M | 0.1% | +1.6% |
| Wealth Alliance Advisory Group, LLC | Wealth advisor | 42.5K | $2.5M | 0.4% | +17.5% |
| Lifeworks Advisors, LLC | Other | 40.7K | $2.4M | 0.3% | +7.3% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 36.6K | $2.2M | 0.0% | -17.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 36.0K | $2.1M | 0.0% | +10.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.