Who owns Fidelity msci utils index?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Bank of America Corporation 9.2M $542M 100% Mar 2026
 View chart
AE Wealth Management 1.7M $100M 23% Mar 2026
 View chart
LPL Financial 845k $50M 12% Mar 2026
 View chart
Advisor Group Holdings 712k $39M -10% Dec 2025
 View chart
Lido Advisors 571k $34M -5% Mar 2026
 View chart
Kestra Advisory Services 553k $33M 14% Mar 2026
 View chart
Commonwealth Equity Services 410k $24M 0% Mar 2026
 View chart
Cambridge Investment Research Advisors 400k $24M 17% Mar 2026
 View chart
Traphagen Investment Advisors 397k $24M 480% Mar 2026
 View chart
Morgan Stanley 367k $22M 1% Mar 2026
 View chart
Mariner Wealth Advisors 365k $22M 3% Mar 2026
 View chart
Envestnet Asset Management 347k $21M 19% Mar 2026
 View chart
HighTower Advisors 296k $18M 48% Mar 2026
 View chart
Ameriprise Financial 271k $16M 6% Mar 2026
 View chart
Cetera Investment Advisers 251k $15M 30% Mar 2026
 View chart
Independence Financial Advisors 194k $12M -3% Mar 2026
 View chart
Apollon Wealth Management 142k $8.4M 8% Mar 2026
 View chart
Northside Capital Management 140k $8.3M 16% Mar 2026
 View chart
Agf Management 101k $6.0M -52% Mar 2026
 View chart
Raymond James Financial 101k $5.6M 3% Dec 2025
 View chart
Quadrature Capital 98k $5.4M 100% Dec 2025
 View chart
Primoris Wealth Advisors 94k $5.6M 229% Mar 2026
 View chart
ValMark Advisers 91k $5.4M 0% Mar 2026
 View chart
Sweeney & Michel 91k $5.4M 2% Mar 2026
 View chart
Conrad Siegel Investment Advisors 77k $4.6M 9% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 76k $4.5M 1% Mar 2026
 View chart
Steward Partners Investment Advisory 75k $4.4M 5% Mar 2026
 View chart
Goss Wealth Management 74k $4.4M 7% Mar 2026
 View chart
Richard C. Young & Co 74k $4.4M 1% Mar 2026
 View chart
Estate Counselors 73k $4.0M -73% Dec 2025
 View chart
Maltin Wealth Management 71k $4.2M 26% Mar 2026
 View chart
Kingswood Wealth Advisors 65k $3.9M -57% Mar 2026
 View chart
UBS Group 65k $3.9M -33% Mar 2026
 View chart
Wells Fargo & Company 60k $3.6M 11% Mar 2026
 View chart
Thrivent Financial for Lutherans 59k $3.5M -41% Mar 2026
 View chart
Targeted Financial Services 57k $3.4M 19% Mar 2026
 View chart
GSB Wealth Management 56k $3.3M 1% Mar 2026
 View chart
Mercer Global Advisors 56k $3.3M 35% Mar 2026
 View chart
Q3 Asset Management 56k $3.3M 100% Mar 2026
 View chart
Bank of New York Mellon 55k $3.2M 138% Mar 2026
 View chart
Beaumont Financial Advisors 53k $3.2M 2% Mar 2026
 View chart
Massey, Quick & Co 52k $3.1M 2% Mar 2026
 View chart
Yoder Wealth Management 48k $2.8M 0% Mar 2026
 View chart
Sigma Planning 44k $2.6M 2% Mar 2026
 View chart
Wealth Alliance Advisory Group 43k $2.5M 17% Mar 2026
 View chart
FMR 41k $2.3M 6% Dec 2025
 View chart
Lifeworks Advisors 41k $2.4M 7% Mar 2026
 View chart
CLS Investments 37k $2.2M -17% Mar 2026
 View chart
Stifel Financial 36k $2.1M 10% Mar 2026
 View chart
Kovitz Investment Group Partners 33k $2.0M -80% Mar 2026
 View chart
Capital Investment Advisory Services 33k $1.9M 9% Mar 2026
 View chart
High Point Wealth Management 31k $1.8M 10% Mar 2026
 View chart
Bellwether Advisors 31k $1.8M 100% Mar 2026
 View chart
Atlas Capital Advisors 29k $1.7M 26% Mar 2026
 View chart
Royal Bank of Canada 28k $1.8M 81% Mar 2026
 View chart
Two Sigma Investments 28k $1.6M 100% Mar 2026
 View chart
Harbour Investments 27k $1.6M 32% Mar 2026
 View chart
SRS Capital Advisors 27k $1.6M 2% Mar 2026
 View chart
Mml Investors Services 26k $1.5M -29% Mar 2026
 View chart
Elevated Capital Advisors 26k $1.5M -8% Mar 2026
 View chart
Jaffetilchin Investment Partners 24k $1.4M -2% Mar 2026
 View chart
Investment Management Corp 24k $1.4M 3% Mar 2026
 View chart
Maxele Advisors 23k $1.3M 100% Dec 2025
 View chart
Nwam 22k $1.3M 0% Mar 2026
 View chart
Independent Financial Group 22k $1.3M 26% Mar 2026
 View chart
Emerald Advisors 22k $1.3M 19% Mar 2026
 View chart
Susquehanna International 21k $1.2M -63% Dec 2025
 View chart
Independent Advisor Alliance 20k $1.2M 109% Mar 2026
 View chart
OneAscent Financial Services 20k $1.2M 5% Mar 2026
 View chart
Farther Finance Advisors 20k $1.2M 131% Mar 2026
 View chart
Dynamic Advisors Solutions 20k $1.2M 5% Mar 2026
 View chart
Roman Butler Fullerton & Co 20k $1.2M 0% Mar 2026
 View chart
Rockefeller Capital Management 19k $1.1M -8% Mar 2026
 View chart
Park Avenue Securities 18k $1.1M 2% Mar 2026
 View chart
Elite Financial 18k $1.0M 2% Mar 2026
 View chart
Modern Wealth Management 18k $974k -32% Dec 2025
 View chart
Nbc Securities 17k $1.0M 4360% Mar 2026
 View chart
Glass Jacobson Investment Advisors 16k $933k 8% Mar 2026
 View chart
Arkadios Wealth Advisors 15k $903k -1% Mar 2026
 View chart
LYNCH & Associates 15k $889k 5% Mar 2026
 View chart
Ameritas Advisory Services 15k $880k 0% Mar 2026
 View chart
Money Concepts Capital Corp 14k $847k 97% Mar 2026
 View chart
Smith, Salley & Associates 14k $805k 1% Mar 2026
 View chart
Change Path 14k $803k -19% Mar 2026
 View chart
Sykon Capital 13k $780k 100% Mar 2026
 View chart
BEAM Asset Management 13k $773k -11% Mar 2026
 View chart
Sunbelt Securities 13k $769k 0% Mar 2026
 View chart
Jones Financial Companies, L.L 13k $715k 47% Dec 2025
 View chart
Signature Estate and Investment Advisors 13k $752k -3% Mar 2026
 View chart
Western Wealth Management 12k $734k 118% Mar 2026
 View chart
Financial Management Network 12k $727k -2% Mar 2026
 View chart
PFG Advisors 12k $705k -38% Mar 2026
 View chart
Kovack Advisors 12k $704k 100% Mar 2026
 View chart
Daymark Wealth Partners 12k $702k 7% Mar 2026
 View chart
Jane Street 12k $689k -26% Mar 2026
 View chart
Snowden Capital Advisors 12k $642k 2% Dec 2025
 View chart
Merit Financial Group 12k $683k 100% Mar 2026
 View chart
Citigroup 12k $681k 100% Mar 2026
 View chart
Mascoma Wealth Management 11k $670k -36% Mar 2026
 View chart
Global Financial Private Client 11k $660k 2% Mar 2026
 View chart
American National Bank 11k $643k 4% Mar 2026
 View chart
Brookstone Capital Management 11k $636k -6% Mar 2026
 View chart
Flagship Harbor Advisors 10k $611k -6% Mar 2026
 View chart
Tower Research Capital 10k $568k 100% Dec 2025
 View chart
PFG Financial Advisors 10k $597k 1% Mar 2026
 View chart
Demars Financial Group 9.9k $584k 0% Mar 2026
 View chart
Great Valley Advisor Group 9.7k $576k 5% Mar 2026
 View chart
Sovran Advisors 9.7k $584k 24% Mar 2026
 View chart
Sanctuary Advisors 9.3k $548k -2% Mar 2026
 View chart
AlphaCore Capital 9.2k $546k 0% Mar 2026
 View chart
Creative Financial Designs 9.0k $531k 10% Mar 2026
 View chart
Centennial Wealth Advisory 8.7k $516k 14% Mar 2026
 View chart
Trail Ridge Investment Advisors 8.4k $497k -4% Mar 2026
 View chart
FLC Capital Advisors 8.1k $480k 0% Mar 2026
 View chart
Stableford Capital Ii 8.1k $477k -9% Mar 2026
 View chart
Claris Financial 7.9k $466k 0% Mar 2026
 View chart
Pnc Financial Services 7.9k $465k 0% Mar 2026
 View chart
Transamerica Financial Advisors 7.7k $457k 216% Mar 2026
 View chart
Ellis Investment Partners 7.5k $444k 5% Mar 2026
 View chart
Aspetuck Financial Management 7.2k $428k 25% Mar 2026
 View chart
Galvin, Gaustad & Stein 7.0k $387k 0% Dec 2025
 View chart
Wagner Bowman Management 7.0k $415k 2% Mar 2026
 View chart
Rossmore Private Capital 6.9k $408k 0% Mar 2026
 View chart
Tounjian Advisory Partners 6.8k $404k 17% Mar 2026
 View chart
Zinnia Wealth Advisory 6.7k $397k 100% Mar 2026
 View chart
Concurrent Investment Advisors 6.7k $396k 45% Mar 2026
 View chart
Nova Wealth Management 6.4k $378k 53% Mar 2026
 View chart
Advisory Services Network 6.3k $349k 22% Dec 2025
 View chart
CI Private Wealth 6.3k $370k 18% Mar 2026
 View chart
Asset One Wealth Management 6.3k $365k 100% Mar 2026
 View chart
Ballew Advisors 6.1k $371k -2% Mar 2026
 View chart
Everstar Asset Management 6.1k $360k 0% Mar 2026
 View chart
Jacobs Equity 6.0k $332k 100% Dec 2025
 View chart
Creative Planning 6.0k $352k 33% Mar 2026
 View chart
Empirical Asset Management 5.9k $347k 100% Mar 2026
 View chart
William Blair $ Company 5.7k $337k -2% Mar 2026
 View chart
Heck Capital Advisors 5.6k $333k -80% Mar 2026
 View chart
KDK Private Wealth Management 5.6k $328k 0% Mar 2026
 View chart
Traynor Capital Management 5.5k $304k -3% Dec 2025
 View chart
MidWestOne Financial Group 5.5k $304k 0% Dec 2025
 View chart
OpenArc Corporate Advisory 5.4k $320k 100% Mar 2026
 View chart
D.A. Davidson & Co. 5.4k $319k 5% Mar 2026
 View chart
Crane Advisory 5.4k $322k 0% Mar 2026
 View chart
Lloyd Advisory Services 5.4k $316k 100% Mar 2026
 View chart
Kingdom Financial Group 5.4k $316k 1% Mar 2026
 View chart
Elevation Wealth Management 5.3k $315k 100% Mar 2026
 View chart
Accel Wealth Management 5.3k $315k -30% Mar 2026
 View chart
Coastal Investment Advisors 5.2k $305k 100% Mar 2026
 View chart
Janney Montgomery Scott 5.1k $300k -3% Mar 2026
 View chart
Beck Bode 5.0k $293k -27% Mar 2026
 View chart
VCI Wealth Management 3.7k $219k -43% Mar 2026
 View chart
Qube Research & Technologies 1.4k $77k -73% Dec 2025
 View chart

Who sold out of Fidelity msci utils index?

Fund or Company Name Date Sold Shares Held Valued At
IFG Advisory Dec 2025 152k $8.4M
Bnp Paribas Arbitrage, Snc Dec 2025 150k $8.3M
Warren Averett Asset Management Sep 2025 58k $3.3M
Mach-1 Financial Group Dec 2025 31k $1.7M
J.w. Cole Advisors Dec 2025 25k $983k
Axecap Investments Dec 2025 18k $999k
Wealth Enhancement Advisory Services Dec 2025 14k $748k
Marshall Investment Management Dec 2025 8.6k $476k
Essex Financial Services Dec 2025 8.6k $474k
JSF Financial Dec 2025 7.2k $397k
Renaissance Technologies Sep 2025 6.2k $350k