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 $956.82M 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 $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 $363.21M, representing an estimated loss of -9.71% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed FUTY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Osaic Holdings, Inc., 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

$956.82M

Largest Holder

Bank Of America Corp

Largest Position

$402.25M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

57

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.03%6,885,482$402,249,855$363,209,176-$39,040,680-9.71%
Lpl Financial Llc0.01%867,808$50,697,326$45,776,872-$4,920,454-9.71%
Osaic Holdings, Inc.0.05%793,095$46,363,293$41,835,761-$4,527,532-9.77%
Lido Advisors, Llc0.12%551,566$32,222,512$29,095,107-$3,127,406-9.71%
Kestra Advisory Services, Llc0.10%549,769$32,117,487$29,000,315-$3,117,172-9.71%
Traphagen Investment Advisors Llc1.88%449,543$26,262,330$23,713,393-$2,548,937-9.71%
Envestnet Asset Management Inc0.01%419,958$24,533,951$22,152,785-$2,381,167-9.71%
Commonwealth Equity Services, Llc0.03%399,807$23,356,730$21,089,819-$2,266,911-9.71%
Morgan Stanley0.00%374,744$21,892,624$19,767,746-$2,124,878-9.71%
Mariner, Llc0.02%341,739$19,964,412$18,026,732-$1,937,680-9.71%
Cetera Investment Advisers0.02%285,680$16,689,426$15,069,620-$1,619,806-9.71%
Ameriprise Financial Inc0.00%196,486$11,444,471$10,364,637-$1,079,835-9.44%
Ifg Advisory, Llc0.32%156,107$9,119,777$8,234,644-$885,133-9.71%
Quadrature Capital Ltd0.08%155,914$9,108,496$8,224,464-$884,033-9.71%
Apollon Wealth Management, Llc0.11%151,028$8,823,034$7,966,727-$856,307-9.71%
Avaii Wealth Management, Llc2.46%143,133$8,361,820$7,550,266-$811,554-9.71%
Northside Capital Management, Llc0.65%135,459$7,913,515$7,145,462-$768,053-9.71%
Raymond James Financial Inc0.00%104,260$6,090,815$5,499,715-$591,100-9.70%
Agf Management Ltd0.02%103,050$6,020,181$5,435,888-$584,294-9.71%
Northcoast Asset Management Llc0.13%97,905$5,719,631$5,164,489-$555,142-9.71%
Valmark Advisers, Inc.0.06%92,191$5,385,809$4,863,075-$522,734-9.71%
Sweeney & Michel, Llc1.41%95,020$5,355,326$5,012,305-$343,021-6.41%
Steward Partners Investment Advisory, Llc0.03%91,348$5,336,567$4,818,607-$517,960-9.71%
Conrad Siegel Investment Advisors, Inc.0.76%79,977$4,672,249$4,218,787-$453,462-9.71%
Newedge Advisors, Llc0.01%75,699$4,422,351$3,993,122-$429,229-9.71%
Richard C. Young & Co., Ltd.0.32%74,002$4,323,224$3,903,606-$419,619-9.71%
Ubs Group Ag0.00%73,761$4,309,118$3,890,893-$418,225-9.71%
Maltin Wealth Management, Inc.1.40%71,888$4,199,687$3,792,092-$407,595-9.71%
Primoris Wealth Advisors, Llc1.74%65,425$3,822,130$3,451,169-$370,961-9.71%
Bank Of New York Mellon Corp0.00%64,580$3,772,744$3,406,595-$366,149-9.71%
Wells Fargo & Company/Mn0.00%64,059$3,742,315$3,379,112-$363,203-9.71%
Royal Bank Of Canada0.00%63,053$3,684,000$3,326,046-$357,954-9.72%
Thrivent Financial For Lutherans0.01%60,055$3,508,000$3,167,901-$340,099-9.69%
Fmr Llc0.00%59,818$3,494,596$3,155,400-$339,197-9.71%
Lifeplan Investment Advisors, Inc.1.19%59,173$3,456,878$3,121,376-$335,502-9.71%
Targeted Financial Services Llc2.52%58,504$3,417,833$3,086,086-$331,747-9.71%
Grey Ledge Advisors, Llc0.65%55,038$3,215,322$2,903,255-$312,068-9.71%
Beaumont Financial Advisors, Llc0.19%52,404$3,061,470$2,764,311-$297,159-9.71%
Simon Quick Advisors, Llc0.12%52,155$3,046,895$2,751,176-$295,719-9.71%
Mercer Global Advisors Inc0.00%50,181$2,931,559$2,647,048-$284,511-9.71%
Yoder Wealth Management, Inc.1.02%44,768$2,615,347$2,361,512-$253,835-9.71%
Sigma Planning Corp0.07%44,663$2,609,220$2,355,973-$253,247-9.71%
Kingswood Wealth Advisors, Llc0.10%43,346$2,532,289$2,286,502-$245,788-9.71%
Richmond Brothers, Inc.1.27%41,897$2,447,720$2,210,067-$237,653-9.71%
Wealth Alliance Advisory Group, Llc0.35%41,891$2,447,244$2,209,750-$237,494-9.70%
Lifeworks Advisors, Llc0.25%41,605$2,430,538$2,194,664-$235,874-9.70%
Arax Advisory Partners0.02%39,313$2,296,709$2,073,761-$222,948-9.71%
High Point Wealth Management, Llc1.75%36,594$2,137,806$1,930,334-$207,473-9.70%
Mml Investors Services, Llc0.00%36,489$2,131,713$1,924,795-$206,918-9.71%
Stifel Financial Corp0.00%35,892$2,096,730$1,893,303-$203,427-9.70%
Showing 50 of 253

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.