Who owns Fidelity msci utils index?

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Analyze quarterly positions in Fidelity msci utils index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fidelity msci utils index stock

Who bought or sold Fidelity msci utils index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
AE Wealth Management 1.0M $59M 19% Sep 2025
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Advisor Group Holdings 794k $45M 7% Sep 2025
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LPL Financial 676k $38M 11% Sep 2025
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Lido Advisors 597k $34M 4% Sep 2025
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Kestra Advisory Services 451k $25M 6% Sep 2025
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Commonwealth Equity Services 386k $22M 1% Sep 2025
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Mariner Wealth Advisors 372k $21M 5% Sep 2025
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Morgan Stanley 346k $18M 100% Jun 2025
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Cambridge Investment Research Advisors 313k $18M 3% Sep 2025
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Estate Counselors 269k $15M 0% Sep 2025
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Independence Financial Advisors 193k $11M 2626% Sep 2025
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Kovitz Investment Group Partners 193k $11M -4% Sep 2025
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HighTower Advisors 182k $10M 12% Sep 2025
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IFG Advisory 152k $8.6M 2% Sep 2025
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Kingswood Wealth Advisors 147k $8.3M 257% Sep 2025
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Envestnet Asset Management 136k $7.7M 34% Sep 2025
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Apollon Wealth Management 120k $6.8M 2% Sep 2025
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Northside Capital Management 118k $6.7M 2866% Sep 2025
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Agf Management 104k $5.9M 10% Sep 2025
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Bnp Paribas Arbitrage, Snc 100k $5.6M 100% Sep 2025
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Raymond James Financial 98k $5.5M 8% Sep 2025
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Cetera Investment Advisers 97k $5.5M 115% Sep 2025
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ValMark Advisers 92k $5.2M 2% Sep 2025
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Sweeney & Michel 84k $4.9M 1% Sep 2025
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Ameriprise Financial 83k $4.7M 7% Sep 2025
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Conrad Siegel Investment Advisors 75k $4.2M 0% Sep 2025
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Richard C. Young & Co 74k $4.2M -1% Sep 2025
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UBS Group 73k $4.1M -15% Sep 2025
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Steward Partners Investment Advisory 71k $4.0M 9% Sep 2025
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Goss Wealth Management 65k $3.7M 0% Sep 2025
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Traphagen Investment Advisors 60k $3.4M -10% Sep 2025
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Warren Averett Asset Management 58k $3.3M -7% Sep 2025
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GSB Wealth Management 58k $3.3M 5% Sep 2025
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Susquehanna International 57k $3.2M 35% Sep 2025
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Beaumont Financial Advisors 52k $2.9M -10% Sep 2025
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Massey, Quick & Co 51k $2.9M 2% Sep 2025
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Northwestern Mutual Wealth Management Company 51k $2.9M 522% Sep 2025
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Maltin Wealth Management 49k $2.8M 5% Sep 2025
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Dynamic Advisors Solutions 48k $2.7M 10% Sep 2025
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Sowell Financial Services 48k $2.7M -9% Sep 2025
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Thrivent Financial for Lutherans 47k $2.6M 100% Sep 2025
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Yoder Wealth Management 45k $2.5M 8% Sep 2025
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Mercer Global Advisors 44k $2.5M 260% Sep 2025
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Wells Fargo & Company 43k $2.4M -6% Sep 2025
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CLS Investments 41k $2.3M 14% Sep 2025
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FMR 39k $2.2M 22% Sep 2025
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Mml Investors Services 34k $1.9M -4% Sep 2025
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Atlas Capital Advisors 34k $1.8M -11% Jun 2025
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Lifeworks Advisors 34k $1.9M 2% Sep 2025
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H D Vest Advisory Services 33k $1.7M -12% Jun 2025
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Sigma Planning 32k $1.8M 3% Sep 2025
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Full Sail Capital 30k $1.7M -3% Sep 2025
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Capital Investment Advisory Services 29k $1.6M 5% Sep 2025
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Primoris Wealth Advisors 29k $1.6M -38% Sep 2025
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Heck Capital Advisors 28k $1.6M 1% Sep 2025
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Stifel Financial 28k $1.6M 17% Sep 2025
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Modern Wealth Management 26k $1.5M -60% Sep 2025
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J.w. Cole Advisors 25k $1.4M 4% Sep 2025
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Jaffetilchin Investment Partners 24k $1.4M 1% Sep 2025
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Investment Management Corp 23k $1.3M 2% Sep 2025
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Nwam 22k $1.3M 3% Sep 2025
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Roman Butler Fullerton & Co 20k $1.2M 100% Sep 2025
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Elevated Capital Advisors 20k $1.1M 44% Sep 2025
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Harbour Investments 19k $1.1M 3% Sep 2025
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Rockefeller Capital Management 19k $1.1M -8% Sep 2025
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OneAscent Financial Services 19k $1.1M 12% Sep 2025
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Atria Wealth Solutions 18k $962k -4% Jun 2025
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PFG Advisors 18k $1.0M 100% Sep 2025
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Elite Financial 17k $1.0M 4% Sep 2025
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Crossmark Global Holdings 17k $975k 0% Sep 2025
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Axecap Investments 17k $968k 2% Sep 2025
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Maxele Advisors 17k $889k 2% Jun 2025
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Change Path 17k $950k 12% Sep 2025
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Prairie Wealth Advisors 17k $933k -1% Sep 2025
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Emerald Advisors 16k $919k 17% Sep 2025
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BEAM Asset Management 16k $895k 0% Sep 2025
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Royal Bank of Canada 16k $819k -27% Sep 2025
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Ameritas Advisory Services 16k $878k -28% Sep 2025
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Great Valley Advisor Group 15k $860k 100% Sep 2025
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Arkadios Wealth Advisors 15k $826k 0% Sep 2025
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LYNCH & Associates 15k $822k 7% Sep 2025
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Smith, Salley & Associates 14k $762k -1% Sep 2025
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Congress Wealth Management LLC / DE / 13k $704k 100% Jun 2025
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Independent Advisor Alliance 13k $753k 18% Sep 2025
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Signature Estate and Investment Advisors 13k $740k -1% Sep 2025
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Glass Jacobson Investment Advisors 13k $735k -2% Sep 2025
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Sunbelt Securities 13k $730k -3% Sep 2025
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Brookstone Capital Management 12k $684k -1% Sep 2025
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Financial Management Network 12k $677k -9% Sep 2025
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Mascoma Wealth Management 12k $653k 0% Sep 2025
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Snowden Capital Advisors 11k $641k -8% Sep 2025
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Demars Financial Group 11k $630k -1% Sep 2025
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Flagship Harbor Advisors 11k $624k 2% Sep 2025
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Global Financial Private Client 11k $613k 5% Sep 2025
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Daymark Wealth Partners 11k $602k 100% Sep 2025
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Wealth Enhancement Advisory Services 11k $617k 34% Sep 2025
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American National Bank 9.3k $524k -17% Sep 2025
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Exchange Capital Management 9.2k $486k -3% Jun 2025
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AlphaCore Capital 9.2k $522k 0% Sep 2025
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Stableford Capital Ii 9.1k $513k 0% Sep 2025
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Jones Financial Companies, L.L 8.8k $495k 44% Sep 2025
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FLC Capital Advisors 8.2k $462k 1% Sep 2025
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Farther Finance Advisors 8.1k $457k 1569% Sep 2025
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Beck Bode 8.1k $455k -19% Sep 2025
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Pnc Financial Services 8.0k $452k 0% Sep 2025
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Trail Ridge Investment Advisors 8.0k $451k 0% Sep 2025
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Claris Financial 7.9k $415k 0% Jun 2025
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Creative Financial Designs 7.6k $430k 0% Sep 2025
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Accel Wealth Management 7.6k $429k 0% Sep 2025
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Marshall Investment Management 7.5k $426k 100% Sep 2025
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Essex Financial Services 7.5k $424k -15% Sep 2025
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Sovran Advisors 7.4k $432k 19% Sep 2025
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Ellis Investment Partners 7.2k $404k 1% Sep 2025
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Centennial Wealth Advisory 7.2k $404k 8% Sep 2025
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Galvin, Gaustad & Stein 7.0k $395k 0% Sep 2025
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Rossmore Private Capital 6.9k $390k 100% Sep 2025
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Wagner Bowman Management 6.9k $389k 0% Sep 2025
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VCI Wealth Management 6.5k $370k -13% Sep 2025
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Ballew Advisors 6.3k $371k -5% Sep 2025
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William Blair $ Company 6.2k $352k 0% Sep 2025
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Renaissance Technologies 6.2k $350k -44% Sep 2025
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Everstar Asset Management 6.1k $345k 0% Sep 2025
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Tounjian Advisory Partners 6.0k $341k -48% Sep 2025
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Smith Shellnut Wilson 6.0k $340k -75% Sep 2025
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Aspetuck Financial Management 5.7k $324k 28% Sep 2025
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Traynor Capital Management 5.7k $322k 100% Sep 2025
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KDK Private Wealth Management 5.7k $319k -2% Sep 2025
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Rossby Financial, LCC 5.7k $322k 5% Sep 2025
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Janney Montgomery Scott 5.5k $312k -2% Sep 2025
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MidWestOne Financial Group 5.5k $311k 0% Sep 2025
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D.A. Davidson & Co. 5.3k $301k 24% Sep 2025
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Qube Research & Technologies 5.2k $295k 87% Sep 2025
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Advisory Services Network 5.2k $293k -1% Sep 2025
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BKM Wealth Management 5.0k $280k 0% Sep 2025
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Creative Planning 4.8k $270k 100% Sep 2025
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Geneos Wealth Management 4.8k $269k 11% Sep 2025
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Pathway Financial Advisers 4.7k $264k -4% Sep 2025
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Citadel Advisors 4.6k $260k -8% Sep 2025
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P.J. Schmidt Investment Management 4.5k $254k -26% Sep 2025
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Concurrent Investment Advisors 4.5k $253k 100% Sep 2025
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D.B. Root & Company 4.4k $247k 0% Sep 2025
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Summit Financial 4.4k $247k -1% Sep 2025
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Western Wealth Management 4.3k $243k 100% Sep 2025
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Kestra Private Wealth Services 4.1k $234k -2% Sep 2025
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Marotta Asset Management 4.1k $236k 0% Sep 2025
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PFG Financial Advisors 4.1k $231k -54% Sep 2025
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Penobscot Wealth Management 4.0k $226k -9% Sep 2025
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Purkiss Capital Advisors 3.9k $219k -4% Sep 2025
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Nova Wealth Management 3.9k $218k 121% Sep 2025
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Hoge Financial Services 3.7k $210k 100% Sep 2025
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Brian McDonald 3.7k $207k -10% Sep 2025
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CX Institutional 1.4k $80k -80% Sep 2025
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Avalon Trust 1.4k $79k -70% Sep 2025
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Who sold out of Fidelity msci utils index?

Fund or Company Name Date Sold Shares Held Valued At
Gimbal Financial Jun 2025 169k $8.9M
Southern Capital Advisors Jun 2025 50k $2.6M
Archer Investment Management Jun 2025 36k $1.9M
RFG Advisory Jun 2025 19k $1.0M
Tower Research Capital Jun 2025 16k $843k
D. E. Shaw & Co Jun 2025 16k $827k
Bryn Mawr Trust Jun 2025 14k $717k
Private Advisor Jun 2025 12k $652k
Goldman Sachs Group Mar 2025 11k $549k
Strategic Blueprint Jun 2025 8.9k $470k
Advisor Resource Council Jun 2025 5.7k $298k
Kingsview Wealth Management Jun 2025 5.5k $291k
Fortis Advisors Jun 2025 4.9k $260k
Stone House Investment Management Jun 2025 4.8k $253k
CI Private Wealth Jun 2025 4.0k $208k
Hrt Financial Jun 2025 3.9k $202k