FUTY Institutional Ownership & Shareholders
FIDELITY US UTILITIES ETF (FUTY) is currently held by 249 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $908.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FUTY tracked by InsiderSet, reporting ownership valued at approximately $402.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $383.25M, representing an estimated loss of -4.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FUTY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Osaic Holdings, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIDELITY US UTILITIES ETF (FUTY).
This page ranks the largest institutional FUTY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
249
Total Reported Value
$908.87M
Largest Holder
Bank Of America Corp
Largest Position
$402.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 6,885,482 | $402,249,855 | $383,245,928 | -$19,003,927 | -4.72% | |
| Osaic Holdings, Inc. | 0.05% | 793,095 | $46,363,293 | $44,143,668 | -$2,219,625 | -4.79% | |
| Lpl Financial Llc | 0.01% | 865,328 | $44,174,980 | $48,164,156 | +$3,989,176 | +9.03% | |
| Lido Advisors, Llc | 0.12% | 704,950 | $35,987,724 | $39,237,517 | +$3,249,793 | +9.03% | |
| Traphagen Investment Advisors Llc | 1.93% | 551,387 | $28,148,320 | $30,690,200 | +$2,541,880 | +9.03% | |
| Envestnet Asset Management Inc | 0.01% | 419,958 | $24,533,951 | $23,374,862 | -$1,159,089 | -4.72% | |
| Kestra Advisory Services, Llc | 0.07% | 475,112 | $24,254,445 | $26,444,734 | +$2,190,289 | +9.03% | |
| Morgan Stanley | 0.00% | 374,744 | $21,892,624 | $20,858,251 | -$1,034,373 | -4.72% | |
| Mariner, Llc | 0.02% | 341,739 | $19,964,412 | $19,021,193 | -$943,219 | -4.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 327,878 | $16,738,187 | $18,249,689 | +$1,511,502 | +9.03% | |
| Cetera Investment Advisers | 0.02% | 285,680 | $16,689,426 | $15,900,949 | -$788,477 | -4.72% | |
| Ameriprise Financial Inc | 0.00% | 196,486 | $11,444,471 | $10,936,411 | -$508,060 | -4.44% | |
| Ifg Advisory, Llc | 0.32% | 156,107 | $9,119,777 | $8,688,916 | -$430,861 | -4.72% | |
| Quadrature Capital Ltd | 0.08% | 155,914 | $9,108,496 | $8,678,173 | -$430,323 | -4.72% | |
| Northside Capital Management, Llc | 0.69% | 168,685 | $8,611,369 | $9,389,007 | +$777,638 | +9.03% | |
| Apollon Wealth Management, Llc | 0.09% | 158,299 | $8,081,174 | $8,810,922 | +$729,748 | +9.03% | |
| Raymond James Financial Inc | 0.00% | 104,260 | $6,090,815 | $5,803,112 | -$287,703 | -4.72% | |
| Northcoast Asset Management Llc | 0.13% | 97,905 | $5,719,631 | $5,449,392 | -$270,239 | -4.72% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 91,348 | $5,336,567 | $5,084,430 | -$252,137 | -4.72% | |
| Agf Management Ltd | 0.02% | 104,196 | $5,319,206 | $5,799,549 | +$480,343 | +9.03% | |
| Sweeney & Michel, Llc | 1.29% | 94,686 | $4,833,745 | $5,270,223 | +$436,478 | +9.03% | |
| Valmark Advisers, Inc. | 0.05% | 90,735 | $4,632,046 | $5,050,310 | +$418,264 | +9.03% | |
| Newedge Advisors, Llc | 0.01% | 75,699 | $4,422,351 | $4,213,406 | -$208,945 | -4.72% | |
| Ubs Group Ag | 0.00% | 73,761 | $4,309,118 | $4,105,537 | -$203,581 | -4.72% | |
| Conrad Siegel Investment Advisors, Inc. | 0.67% | 80,561 | $4,112,614 | $4,484,025 | +$371,411 | +9.03% | |
| Richard C. Young & Co., Ltd. | 0.28% | 73,560 | $3,755,215 | $4,094,350 | +$339,135 | +9.03% | |
| Maltin Wealth Management, Inc. | 1.23% | 73,509 | $3,752,612 | $4,091,511 | +$338,899 | +9.03% | |
| Wells Fargo & Company/Mn | 0.00% | 64,059 | $3,742,315 | $3,565,524 | -$176,791 | -4.72% | |
| Royal Bank Of Canada | 0.00% | 63,053 | $3,684,000 | $3,509,530 | -$174,470 | -4.74% | |
| Lifeplan Investment Advisors, Inc. | 1.19% | 59,173 | $3,456,878 | $3,293,569 | -$163,309 | -4.72% | |
| Targeted Financial Services Llc | 2.39% | 63,885 | $3,261,359 | $3,555,839 | +$294,480 | +9.03% | |
| Mercer Global Advisors Inc | 0.00% | 50,181 | $2,931,559 | $2,793,074 | -$138,485 | -4.72% | |
| Grey Ledge Advisors, Llc | 0.57% | 55,440 | $2,830,218 | $3,085,790 | +$255,572 | +9.03% | |
| Yoder Wealth Management, Inc. | 0.97% | 50,188 | $2,562,097 | $2,793,464 | +$231,367 | +9.03% | |
| Richmond Brothers, Inc. | 1.27% | 41,897 | $2,447,720 | $2,331,987 | -$115,733 | -4.73% | |
| Lifeworks Advisors, Llc | 0.25% | 41,605 | $2,430,538 | $2,315,734 | -$114,804 | -4.72% | |
| Arax Advisory Partners | 0.02% | 39,313 | $2,296,709 | $2,188,162 | -$108,547 | -4.73% | |
| Simon Quick Advisors, Llc | 0.08% | 42,852 | $2,187,595 | $2,385,142 | +$197,547 | +9.03% | |
| Mml Investors Services, Llc | 0.00% | 36,489 | $2,131,713 | $2,030,978 | -$100,735 | -4.73% | |
| Stifel Financial Corp | 0.00% | 35,892 | $2,096,730 | $1,997,749 | -$98,981 | -4.72% | |
| Fmr Llc | 0.00% | 38,392 | $1,956,076 | $2,136,899 | +$180,823 | +9.24% | |
| Wealth Alliance Advisory Group, Llc | 0.27% | 37,661 | $1,922,572 | $2,096,211 | +$173,639 | +9.03% | |
| High Point Wealth Management, Llc | 1.43% | 35,355 | $1,804,869 | $1,967,859 | +$162,990 | +9.03% | |
| D. E. Shaw & Co., Inc. | 0.00% | 30,637 | $1,789,814 | $1,705,255 | -$84,559 | -4.72% | |
| Capital Investment Advisory Services, Llc | 0.11% | 34,239 | $1,747,905 | $1,905,743 | +$157,838 | +9.03% | |
| Rfg Advisory, Llc | 0.02% | 33,179 | $1,693,766 | $1,846,743 | +$152,977 | +9.03% | |
| Jones Financial Companies Lllp | 0.00% | 27,902 | $1,660,445 | $1,553,025 | -$107,420 | -6.47% | |
| Miller Howard Investments Inc | 0.04% | 31,234 | $1,594,494 | $1,738,484 | +$143,990 | +9.03% | |
| Transamerica Financial Advisors, Llc | 0.13% | 27,198 | $1,588,949 | $1,513,841 | -$75,108 | -4.73% | |
| Xtx Topco Ltd | 0.02% | 26,719 | $1,560,924 | $1,487,180 | -$73,744 | -4.72% |
Frequently asked questions about FUTY
Who are the largest institutional holders of FUTY?
The largest institutional holders of FUTY reported in the latest SEC Form 13F filings include Bank Of America Corp, Osaic Holdings, Inc., Lpl Financial Llc, Lido Advisors, Llc, and Traphagen Investment Advisors Llc. InsiderSet ranks institutional holders by their latest reported FUTY position.
What is FUTY institutional ownership?
This page tracks FUTY positions reported by institutional investment managers through SEC Form 13F. FIDELITY US UTILITIES ETF (FUTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FUTY?
InsiderSet currently tracks 249 institutional managers reporting FUTY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FUTY shareholders.
How much FUTY stock do institutions own?
Institutional investment managers disclosed approximately $908.87M in FUTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FUTY institutional ownership last updated?
The latest FUTY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FUTY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FUTY position after the reporting date.
Are institutions buying or selling FUTY?
Institutional buying and selling can be analyzed by comparing FUTY positions across consecutive 13F reporting periods. InsiderSet's FUTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FUTY ownership changes.
How has FUTY institutional ownership changed over time?
InsiderSet tracks FUTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.