FIDELITY US UTILITIES ETF (FUTY) Institutional Shareholders
FIDELITY US UTILITIES ETF (FUTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.07B in FUTY holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FUTY tracked by InsiderSet, reporting ownership valued at approximately $541.72M in its March 31, 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 $516.13M, representing an estimated loss of -4.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed FUTY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Lido Advisors, 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
253
Total Reported Value
$1.07B
Largest Holder
Bank Of America Corp
Largest Position
$541.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
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 | 0.04% | 9,170,828 | $541,720,787 | $516,134,200 | -$25,586,587 | -4.72% | |
| Lpl Financial Llc | 0.01% | 845,116 | $49,921,005 | $47,563,128 | -$2,357,877 | -4.72% | |
| Lido Advisors, Llc | 0.13% | 570,556 | $33,702,834 | $32,110,892 | -$1,591,942 | -4.72% | |
| Kestra Advisory Services, Llc | 0.10% | 549,769 | $32,117,487 | $30,940,999 | -$1,176,488 | -3.66% | |
| Osaic Holdings, Inc. | 0.04% | 478,355 | $28,268,632 | $26,921,819 | -$1,346,813 | -4.76% | |
| Traphagen Investment Advisors Llc | 1.88% | 449,543 | $26,262,330 | $25,300,280 | -$962,050 | -3.66% | |
| Envestnet Asset Management Inc | 0.01% | 419,958 | $24,533,951 | $23,635,236 | -$898,715 | -3.66% | |
| Commonwealth Equity Services, Llc | 0.03% | 399,807 | $23,356,730 | $22,501,138 | -$855,592 | -3.66% | |
| Morgan Stanley | 0.00% | 367,010 | $21,679,386 | $20,655,323 | -$1,024,063 | -4.72% | |
| Mariner, Llc | 0.03% | 364,705 | $21,543,098 | $20,525,597 | -$1,017,501 | -4.72% | |
| Hightower Advisors, Llc | 0.02% | 295,629 | $17,463,229 | $16,638,000 | -$825,229 | -4.73% | |
| Ameriprise Financial Inc | 0.00% | 270,720 | $15,993,343 | $15,236,122 | -$757,221 | -4.73% | |
| Cetera Investment Advisers | 0.02% | 250,627 | $14,804,543 | $14,105,288 | -$699,255 | -4.72% | |
| Apollon Wealth Management, Llc | 0.11% | 151,028 | $8,823,034 | $8,499,856 | -$323,178 | -3.66% | |
| Northside Capital Management, Llc | 0.65% | 135,459 | $7,913,515 | $7,623,633 | -$289,882 | -3.66% | |
| Agf Management Ltd | 0.03% | 101,306 | $5,984,145 | $5,701,502 | -$282,643 | -4.72% | |
| Raymond James Financial Inc | 0.00% | 100,531 | $5,938,390 | $5,657,885 | -$280,505 | -4.72% | |
| Quadrature Capital Ltd | 0.07% | 97,657 | $5,768,599 | $5,496,136 | -$272,463 | -4.72% | |
| Sweeney & Michel, Llc | 1.59% | 90,613 | $5,415,010 | $5,099,700 | -$315,310 | -5.82% | |
| Valmark Advisers, Inc. | 0.06% | 91,376 | $5,397,558 | $5,142,641 | -$254,917 | -4.72% | |
| Conrad Siegel Investment Advisors, Inc. | 0.76% | 79,977 | $4,672,249 | $4,501,106 | -$171,143 | -3.66% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 75,906 | $4,483,797 | $4,271,990 | -$211,807 | -4.72% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 75,182 | $4,440,976 | $4,231,243 | -$209,733 | -4.72% | |
| Richard C. Young & Co., Ltd. | 0.32% | 74,002 | $4,323,224 | $4,164,833 | -$158,391 | -3.66% | |
| Maltin Wealth Management, Inc. | 1.40% | 71,888 | $4,199,687 | $4,045,857 | -$153,830 | -3.66% | |
| Ubs Group Ag | 0.00% | 65,340 | $3,859,634 | $3,677,335 | -$182,299 | -4.72% | |
| Primoris Wealth Advisors, Llc | 1.74% | 65,425 | $3,822,130 | $3,682,119 | -$140,011 | -3.66% | |
| Wells Fargo & Company/Mn | 0.00% | 60,091 | $3,549,605 | $3,381,921 | -$167,684 | -4.72% | |
| Lifeplan Investment Advisors, Inc. | 1.38% | 59,262 | $3,500,578 | $3,335,265 | -$165,313 | -4.72% | |
| Targeted Financial Services Llc | 2.52% | 58,504 | $3,417,833 | $3,292,605 | -$125,228 | -3.66% | |
| Mercer Global Advisors Inc | 0.00% | 55,802 | $3,296,235 | $3,140,537 | -$155,698 | -4.72% | |
| Bank Of New York Mellon Corp | 0.00% | 54,605 | $3,225,537 | $3,073,169 | -$152,368 | -4.72% | |
| Grey Ledge Advisors, Llc | 0.65% | 55,038 | $3,215,322 | $3,097,539 | -$117,783 | -3.66% | |
| Fmr Llc | 0.00% | 54,340 | $3,209,890 | $3,058,255 | -$151,635 | -4.72% | |
| Beaumont Financial Advisors, Llc | 0.22% | 53,356 | $3,151,713 | $3,002,876 | -$148,837 | -4.72% | |
| Simon Quick Advisors, Llc | 0.12% | 52,155 | $3,046,895 | $2,935,283 | -$111,612 | -3.66% | |
| Estate Counselors, Llc | 0.25% | 47,200 | $2,788,104 | $2,656,416 | -$131,688 | -4.72% | |
| Yoder Wealth Management, Inc. | 1.02% | 44,768 | $2,615,347 | $2,519,543 | -$95,804 | -3.66% | |
| Sigma Planning Corp | 0.07% | 43,685 | $2,580,465 | $2,458,592 | -$121,873 | -4.72% | |
| Kingswood Wealth Advisors, Llc | 0.10% | 43,346 | $2,532,289 | $2,439,513 | -$92,776 | -3.66% | |
| Wealth Alliance Advisory Group, Llc | 0.35% | 41,891 | $2,447,244 | $2,357,625 | -$89,619 | -3.66% | |
| Lifeworks Advisors, Llc | 0.31% | 40,667 | $2,402,173 | $2,288,739 | -$113,434 | -4.72% | |
| Orion Porfolio Solutions, Llc | 0.02% | 36,639 | $2,164,273 | $2,062,043 | -$102,230 | -4.72% | |
| High Point Wealth Management, Llc | 1.75% | 36,594 | $2,137,806 | $2,059,510 | -$78,296 | -3.66% | |
| Stifel Financial Corp | 0.00% | 35,972 | $2,124,879 | $2,024,504 | -$100,375 | -4.72% | |
| Northcoast Asset Management Llc | 0.05% | 33,411 | $1,973,598 | $1,880,371 | -$93,227 | -4.72% | |
| Capital Investment Advisory Services, Llc | 0.12% | 33,117 | $1,934,696 | $1,863,825 | -$70,871 | -3.66% | |
| Bellwether Advisors, Llc | 0.31% | 30,473 | $1,800,040 | $1,715,020 | -$85,020 | -4.72% | |
| Atlas Capital Advisors Inc. | 0.20% | 28,919 | $1,708,284 | $1,627,561 | -$80,723 | -4.73% | |
| Royal Bank Of Canada | 0.00% | 28,406 | $1,678,000 | $1,598,690 | -$79,310 | -4.73% |
Frequently asked questions about FUTY
Who owns the most FUTY stock?
The largest holders of FUTY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY US UTILITIES ETF (FUTY).
Is FUTY widely held by superinvestors?
Many widely followed stocks like FUTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FUTY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.