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 1.4M $76M 32% Dec 2025
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LPL Financial 753k $42M 11% Dec 2025
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Advisor Group Holdings 712k $39M -10% Dec 2025
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Lido Advisors 598k $33M 0% Dec 2025
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Kestra Advisory Services 486k $27M 8% Dec 2025
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Commonwealth Equity Services 410k $23M 6% Dec 2025
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Mariner Wealth Advisors 354k $20M -5% Dec 2025
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Cambridge Investment Research Advisors 341k $19M 9% Dec 2025
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Envestnet Asset Management 291k $16M 114% Dec 2025
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Ameriprise Financial 254k $14M 205% Dec 2025
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Agf Management 211k $12M 102% Dec 2025
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Independence Financial Advisors 200k $11M 4% Dec 2025
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HighTower Advisors 199k $11M 10% Dec 2025
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Cetera Investment Advisers 193k $11M 99% Dec 2025
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Kovitz Investment Group Partners 171k $9.4M -11% Dec 2025
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IFG Advisory 152k $8.4M 0% Dec 2025
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Kingswood Wealth Advisors 151k $8.3M 2% Dec 2025
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Bnp Paribas Arbitrage, Snc 150k $8.3M 50% Dec 2025
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Apollon Wealth Management 131k $7.2M 9% Dec 2025
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Northside Capital Management 121k $6.7M 2% Dec 2025
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Raymond James Financial 101k $5.6M 3% Dec 2025
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Thrivent Financial for Lutherans 100k $5.5M 115% Dec 2025
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Quadrature Capital 98k $5.4M 100% Dec 2025
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UBS Group 98k $5.4M 34% Dec 2025
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ValMark Advisers 91k $5.0M -1% Dec 2025
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Sweeney & Michel 89k $5.1M 6% Dec 2025
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Northwestern Mutual Wealth Management Company 75k $4.1M 47% Dec 2025
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Richard C. Young & Co 73k $4.0M -1% Dec 2025
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Estate Counselors 73k $4.0M -73% Dec 2025
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Steward Partners Investment Advisory 72k $4.0M 0% Dec 2025
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Conrad Siegel Investment Advisors 71k $3.9M -5% Dec 2025
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Goss Wealth Management 69k $3.8M 7% Dec 2025
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Traphagen Investment Advisors 69k $3.8M 14% Dec 2025
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Maltin Wealth Management 57k $3.1M 16% Dec 2025
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GSB Wealth Management 55k $3.0M -4% Dec 2025
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Wells Fargo & Company 54k $3.0M 26% Dec 2025
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Beaumont Financial Advisors 52k $2.9M 0% Dec 2025
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Massey, Quick & Co 51k $2.8M 0% Dec 2025
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Yoder Wealth Management 48k $2.7M 7% Dec 2025
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CLS Investments 44k $2.4M 9% Dec 2025
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Sigma Planning 43k $3.0M 34% Dec 2025
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Mercer Global Advisors 41k $2.3M -6% Dec 2025
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FMR 39k $2.2M 22% Sep 2025
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Lifeworks Advisors 38k $2.1M 11% Dec 2025
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Mml Investors Services 37k $2.0M 7% Dec 2025
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Wealth Alliance Advisory Group 36k $2.0M 100% Dec 2025
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Stifel Financial 33k $1.8M 18% Dec 2025
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Mach-1 Financial Group 31k $1.7M 100% Dec 2025
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Capital Investment Advisory Services 30k $1.7M 5% Dec 2025
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Full Sail Capital 30k $1.7M -3% Sep 2025
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Primoris Wealth Advisors 29k $1.6M 0% Dec 2025
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High Point Wealth Management 28k $1.6M 100% Dec 2025
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Elevated Capital Advisors 28k $1.5M 39% Dec 2025
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Heck Capital Advisors 28k $1.5M -1% Dec 2025
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SRS Capital Advisors 27k $1.5M 100% Dec 2025
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J.w. Cole Advisors 25k $983k 0% Dec 2025
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Jaffetilchin Investment Partners 25k $1.4M 2% Dec 2025
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Investment Management Corp 23k $1.3M -2% Dec 2025
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Bank of New York Mellon 23k $1.3M 540% Dec 2025
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Atlas Capital Advisors 23k $1.3M -33% Dec 2025
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Maxele Advisors 23k $1.3M 34% Dec 2025
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Nwam 22k $1.2M 0% Dec 2025
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Susquehanna International 21k $1.2M -63% Dec 2025
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Harbour Investments 21k $1.1M 8% Dec 2025
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Rockefeller Capital Management 20k $1.1M 5% Dec 2025
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Roman Butler Fullerton & Co 20k $1.1M -3% Dec 2025
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PFG Advisors 19k $1.1M 6% Dec 2025
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OneAscent Financial Services 19k $1.0M 1% Dec 2025
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Dynamic Advisors Solutions 19k $1.0M -61% Dec 2025
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Emerald Advisors 18k $1.0M 12% Dec 2025
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Axecap Investments 18k $999k 6% Dec 2025
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Mascoma Wealth Management 18k $985k 54% Dec 2025
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Modern Wealth Management 18k $974k -32% Dec 2025
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Park Avenue Securities 17k $960k 377% Dec 2025
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Elite Financial 17k $957k 0% Dec 2025
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Change Path 17k $926k 0% Dec 2025
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Royal Bank of Canada 16k $819k -27% Sep 2025
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Jane Street 16k $869k 100% Dec 2025
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Arkadios Wealth Advisors 15k $849k 5% Dec 2025
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Ameritas Advisory Services 15k $822k -4% Dec 2025
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BEAM Asset Management 15k $815k -7% Dec 2025
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Glass Jacobson Investment Advisors 15k $807k 12% Dec 2025
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LYNCH & Associates 14k $789k -2% Dec 2025
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Smith, Salley & Associates 14k $744k 0% Dec 2025
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Wealth Enhancement Advisory Services 14k $748k 27% Dec 2025
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Signature Estate and Investment Advisors 13k $726k 0% Dec 2025
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Sunbelt Securities 13k $716k 0% Dec 2025
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Jones Financial Companies, L.L 13k $715k 47% Dec 2025
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Financial Management Network 12k $685k 5% Dec 2025
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Snowden Capital Advisors 12k $642k 2% Dec 2025
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Brookstone Capital Management 11k $630k -6% Dec 2025
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Daymark Wealth Partners 11k $612k 4% Dec 2025
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Flagship Harbor Advisors 11k $607k -1% Dec 2025
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Global Financial Private Client 11k $606k 1% Dec 2025
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American National Bank 11k $577k 13% Dec 2025
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Tower Research Capital 10k $568k 100% Dec 2025
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PFG Financial Advisors 10k $554k 145% Dec 2025
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Demars Financial Group 9.9k $547k -11% Dec 2025
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Independent Advisor Alliance 9.7k $537k -27% Dec 2025
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Sanctuary Advisors 9.5k $526k 99% Dec 2025
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Great Valley Advisor Group 9.3k $511k -39% Dec 2025
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AlphaCore Capital 9.2k $510k 0% Dec 2025
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Stableford Capital Ii 8.9k $489k -2% Dec 2025
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Trail Ridge Investment Advisors 8.7k $482k 9% Dec 2025
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Marshall Investment Management 8.6k $476k 14% Dec 2025
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Essex Financial Services 8.6k $474k 14% Dec 2025
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Farther Finance Advisors 8.5k $469k 5% Dec 2025
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Creative Financial Designs 8.2k $450k 7% Dec 2025
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FLC Capital Advisors 8.1k $449k -1% Dec 2025
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Pnc Financial Services 7.9k $436k -1% Dec 2025
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Claris Financial 7.9k $436k 0% Dec 2025
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Sovran Advisors 7.8k $442k 5% Dec 2025
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Centennial Wealth Advisory 7.6k $422k 7% Dec 2025
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Accel Wealth Management 7.6k $422k 0% Dec 2025
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Money Concepts Capital Corp 7.3k $402k 100% Dec 2025
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JSF Financial 7.2k $397k 100% Dec 2025
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Ellis Investment Partners 7.2k $397k 0% Dec 2025
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Galvin, Gaustad & Stein 7.0k $387k 0% Dec 2025
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Rossmore Private Capital 6.9k $381k 0% Dec 2025
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Wagner Bowman Management 6.9k $381k 0% Dec 2025
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Beck Bode 6.8k $377k -15% Dec 2025
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VCI Wealth Management 6.5k $360k 0% Dec 2025
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Advisory Services Network 6.3k $349k 22% Dec 2025
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Ballew Advisors 6.3k $348k 0% Dec 2025
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William Blair $ Company 6.2k $352k 0% Sep 2025
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Everstar Asset Management 6.1k $337k 0% Dec 2025
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Smith Shellnut Wilson 6.0k $340k -75% Sep 2025
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Jacobs Equity 6.0k $332k 100% Dec 2025
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Tounjian Advisory Partners 5.8k $322k -3% Dec 2025
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Aspetuck Financial Management 5.8k $320k 1% Dec 2025
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Western Wealth Management 5.7k $315k 33% Dec 2025
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KDK Private Wealth Management 5.6k $307k -2% Dec 2025
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Traynor Capital Management 5.5k $304k -3% Dec 2025
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MidWestOne Financial Group 5.5k $304k 0% Dec 2025
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Crane Advisory 5.4k $298k 100% Dec 2025
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Kingdom Financial Group 5.3k $294k 100% Dec 2025
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Janney Montgomery Scott 5.2k $288k -5% Dec 2025
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D.A. Davidson & Co. 5.2k $285k -3% Dec 2025
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BKM Wealth Management 4.9k $273k 0% Dec 2025
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Live Oak Investment Partners 4.9k $269k 100% Dec 2025
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CWM 4.7k $261k 64% Dec 2025
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Belpointe Asset Management 4.7k $260k 100% Dec 2025
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Pathway Financial Advisers 4.7k $259k 0% Dec 2025
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Concurrent Investment Advisors 4.6k $256k 4% Dec 2025
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Citadel Advisors 4.6k $260k -8% Sep 2025
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P.J. Schmidt Investment Management 4.6k $253k 2% Dec 2025
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Private Advisor 4.5k $248k 100% Dec 2025
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Creative Planning 4.5k $248k -6% Dec 2025
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Kestra Private Wealth Services 4.5k $246k 8% Dec 2025
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CI Private Wealth 4.4k $246k 100% Dec 2025
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Geneos Wealth Management 4.1k $229k -13% Dec 2025
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Qube Research & Technologies 1.4k $77k -73% Dec 2025
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Rossby Financial, LCC 533.00 $29k -91% Dec 2025
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Prairie Wealth Advisors 0 $0 -100% Dec 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
Warren Averett Asset Management Sep 2025 58k $3.3M
Sowell Financial Services Sep 2025 48k $2.7M
Crossmark Global Holdings Sep 2025 17k $975k
D. E. Shaw & Co Jun 2025 16k $827k
Renaissance Technologies Sep 2025 6.2k $350k