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
Bank of America Corporation 6.9M $402M -25% Jun 2026
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AE Wealth Management 1.9M $109M 10% Jun 2026
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LPL Financial 868k $51M 3% Jun 2026
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Advisor Group Holdings 793k $46M 66% Jun 2026
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Lido Advisors 552k $32M -3% Jun 2026
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Traphagen Investment Advisors 551k $28M 23% Sep 2026
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Kestra Advisory Services 550k $32M -1% Jun 2026
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Envestnet Asset Management 420k $25M 21% Jun 2026
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Cambridge Investment Research Advisors 416k $24M 4% Jun 2026
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Commonwealth Equity Services 400k $23M -3% Jun 2026
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Mariner Wealth Advisors 342k $20M -6% Jun 2026
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HighTower Advisors 297k $17M 0% Jun 2026
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Cetera Investment Advisers 286k $17M 14% Jun 2026
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Ameriprise Financial 197k $11M -27% Jun 2026
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Northside Capital Management 169k $8.6M 25% Sep 2026
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Apollon Wealth Management 158k $8.1M 5% Sep 2026
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IFG Advisory 156k $9.1M 100% Jun 2026
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Quadrature Capital 156k $9.1M 60% Jun 2026
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Raymond James Financial 104k $6.1M 4% Jun 2026
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Agf Management 103k $6.0M 2% Jun 2026
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Kovitz Investment Group Partners 98k $5.7M 193% Jun 2026
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Sweeney & Michel 95k $4.8M 0% Sep 2026
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ValMark Advisers 92k $5.4M 1% Jun 2026
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Steward Partners Investment Advisory 91k $5.3M 22% Jun 2026
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Conrad Siegel Investment Advisors 81k $4.1M 1% Sep 2026
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Goss Wealth Management 76k $4.4M 3% Jun 2026
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Richard C. Young & Co 74k $4.3M 0% Jun 2026
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UBS Group 74k $4.3M 13% Jun 2026
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Maltin Wealth Management 74k $3.8M 2% Sep 2026
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Bank of New York Mellon 65k $3.8M 18% Jun 2026
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Wells Fargo & Company 64k $3.7M 7% Jun 2026
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Targeted Financial Services 64k $3.3M 9% Sep 2026
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Royal Bank of Canada 63k $3.9M 122% Jun 2026
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Thrivent Financial for Lutherans 60k $3.5M 1% Jun 2026
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FMR 60k $3.5M 10% Jun 2026
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LifePlan Investment Advisors 59k $3.5M 100% Jun 2026
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GSB Wealth Management 55k $3.2M -1% Jun 2026
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Northwestern Mutual Wealth Management Company 54k $3.2M -28% Jun 2026
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Yoder Wealth Management 50k $2.6M 12% Sep 2026
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Mercer Global Advisors 50k $2.9M -10% Jun 2026
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Massey, Quick & Co 43k $2.2M -18% Sep 2026
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Richmond Brothers 42k $2.4M 100% Jun 2026
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Lifeworks Advisors 42k $2.4M 2% Jun 2026
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SRS Capital Advisors 39k $2.3M 45% Jun 2026
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Wealth Alliance Advisory Group 38k $1.9M -10% Sep 2026
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High Point Wealth Management 37k $2.1M 17% Jun 2026
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Mml Investors Services 37k $2.1M 41% Jun 2026
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Stifel Financial 36k $2.1M 0% Jun 2026
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Capital Investment Advisory Services 34k $1.7M 3% Sep 2026
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Miller/Howard Investments 31k $1.6M 100% Sep 2026
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Bank of the Bluegrass & Trust 31k $1.6M 100% Jun 2026
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D. E. Shaw & Co 31k $1.8M 100% Jun 2026
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Atlas Capital Advisors 29k $1.7M 0% Jun 2026
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Jones Financial Companies, L.L 28k $1.7M 69% Jun 2026
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Transamerica Financial Advisors 27k $1.6M 251% Jun 2026
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XTX Topco 27k $1.6M 100% Jun 2026
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J.w. Cole Advisors 27k $1.6M 100% Jun 2026
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Bellwether Advisors 26k $1.5M -15% Jun 2026
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Beaumont Financial Advisors 25k $1.3M -52% Sep 2026
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Tower Research Capital 25k $1.5M 100% Jun 2026
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OneAscent Financial Services 25k $1.5M 26% Jun 2026
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Nbc Securities 25k $1.3M 10% Sep 2026
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Investment Management Corp 25k $1.4M 3% Jun 2026
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Jaffetilchin Investment Partners 24k $1.4M 0% Jun 2026
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Sigma Planning 23k $1.2M -48% Sep 2026
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Independent Financial Group 23k $1.2M 8% Sep 2026
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Dynamic Advisors Solutions 23k $1.2M 9% Sep 2026
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Harbour Investments 23k $1.3M -17% Jun 2026
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Ameritas Advisory Services 22k $1.3M 50% Jun 2026
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Maxele Advisors 22k $1.3M 100% Jun 2026
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Nwam 22k $1.3M 0% Jun 2026
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Primoris Wealth Advisors 22k $1.1M -67% Sep 2026
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Farther Finance Advisors 20k $1.0M 0% Sep 2026
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Elevated Capital Advisors 18k $1.0M -32% Jun 2026
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Glass Jacobson Investment Advisors 18k $892k 6% Sep 2026
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Mosley Wealth Management 17k $931k 20% Sep 2026
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LYNCH & Associates 17k $878k 8% Sep 2026
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Rockefeller Capital Management 17k $979k -9% Jun 2026
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Money Concepts Capital Corp 17k $962k 15% Jun 2026
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Elite Financial 16k $927k -11% Jun 2026
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Galvin, Gaustad & Stein 16k $794k 115% Sep 2026
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Susquehanna International 15k $895k -38% Jun 2026
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Arkadios Wealth Advisors 15k $888k -1% Jun 2026
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Wealth Enhancement Advisory Services 15k $785k -10% Sep 2026
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Jpmorgan Chase & Co 15k $861k 100% Jun 2026
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Sykon Capital 14k $828k 7% Jun 2026
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BEAM Asset Management 14k $812k 6% Jun 2026
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Smith, Salley & Associates 13k $785k -1% Jun 2026
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Western Wealth Management 13k $767k 6% Jun 2026
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Signal Advisors Wealth 13k $646k 186% Sep 2026
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Modern Wealth Management 13k $739k -3% Jun 2026
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Advisory Services Network 13k $738k 52% Jun 2026
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Flagship Harbor Advisors 13k $639k 12% Sep 2026
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Avaii Wealth Management 12k $638k -91% Sep 2026
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Signature Estate and Investment Advisors 12k $632k -2% Sep 2026
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Kingswood Wealth Advisors 12k $620k -72% Sep 2026
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American National Bank 12k $612k 5% Sep 2026
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Daymark Wealth Partners 12k $699k 1% Jun 2026
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Great Valley Advisor Group 12k $695k 22% Jun 2026
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Independent Advisor Alliance 12k $693k -42% Jun 2026
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Brookstone Capital Management 12k $597k 8% Sep 2026
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Global Financial Private Client 12k $586k 0% Sep 2026
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Nova Wealth Management 11k $665k 78% Jun 2026
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Change Path 11k $659k -17% Jun 2026
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PFG Advisors 11k $575k 0% Sep 2026
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Snowden Capital Advisors 11k $656k -2% Jun 2026
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Merit Financial Group 11k $650k -4% Jun 2026
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Heck Capital Advisors 11k $552k 95% Sep 2026
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Kovack Advisors 10k $604k -13% Jun 2026
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Goldman Sachs Group 10k $604k 100% Jun 2026
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Sovran Advisors 10k $586k 5% Jun 2026
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Mascoma Wealth Management 9.9k $503k -17% Sep 2026
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Demars Financial Group 9.5k $487k -3% Sep 2026
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Sanctuary Advisors 9.5k $556k 2% Jun 2026
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Aspetuck Financial Management 9.4k $552k 30% Jun 2026
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Creative Financial Designs 9.4k $549k 5% Jun 2026
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Financial Management Network 9.3k $479k -6% Sep 2026
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AlphaCore Capital 9.2k $540k 0% Jun 2026
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Elevation Wealth Management 9.0k $527k 69% Jun 2026
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Jacobs Equity 9.0k $525k 16% Jun 2026
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Centennial Wealth Advisory 8.9k $454k 3% Sep 2026
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Asset One Wealth Management 8.6k $505k 37% Jun 2026
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Independence Financial Advisors 8.4k $430k -51% Sep 2026
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Pnc Financial Services 8.1k $473k 3% Jun 2026
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Ellis Investment Partners 7.4k $378k -3% Sep 2026
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FLC Capital Advisors 7.4k $431k -9% Jun 2026
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Colony 7.1k $417k 100% Jun 2026
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Concurrent Investment Advisors 7.1k $363k 0% Sep 2026
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Meridian Wealth Management 7.0k $411k 59% Jun 2026
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Wagner Bowman Management 7.0k $408k 0% Jun 2026
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BFC Planning 7.0k $406k -3% Jun 2026
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Zinnia Wealth Advisory 6.6k $388k -1% Jun 2026
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Diversify Advisory Services 6.6k $353k 100% Sep 2026
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Diversify Wealth Management 6.6k $353k 100% Sep 2026
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D.A. Davidson & Co. 6.5k $332k 12% Sep 2026
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William Blair $ Company 6.2k $364k 9% Jun 2026
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Ballew Advisors 6.2k $319k 0% Sep 2026
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Janney Montgomery Scott 6.1k $357k 21% Jun 2026
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Everstar Asset Management 6.1k $356k 0% Jun 2026
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AQR Capital Management 5.7k $332k 100% Jun 2026
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Traynor Capital Management 5.7k $289k 1% Sep 2026
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Creative Planning 5.6k $328k -6% Jun 2026
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Kingdom Financial Group 5.6k $328k 5% Jun 2026
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Crane Advisory 5.4k $281k 1% Sep 2026
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Allspring Global Investments Holdings 5.4k $313k 100% Jun 2026
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Accel Wealth Management 5.4k $274k 0% Sep 2026
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Action Point Financial Planning 5.3k $311k 100% Jun 2026
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P.J. Schmidt Investment Management 5.2k $305k 7% Jun 2026
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KDK Private Wealth Management 5.1k $301k -7% Jun 2026
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Live Oak Investment Partners 5.1k $262k 5% Sep 2026
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PFG Financial Advisors 4.3k $251k -58% Jun 2026
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Roman Butler Fullerton & Co 1.4k $265k -93% Sep 2026
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Cullen Frost Bankers 506.00 $26k -92% Sep 2026
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Tounjian Advisory Partners 138.00 $8.1k -98% Jun 2026
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Who sold out of Fidelity msci utils index?

Fund or Company Name Date Sold Shares Held Valued At
Q3 Asset Management Mar 2026 56k $3.3M
Estate Counselors Mar 2026 47k $2.8M
CLS Investments Mar 2026 37k $2.2M
Two Sigma Investments Mar 2026 28k $1.6M
Park Avenue Securities Jun 2026 21k $1.2M
Emerald Advisors Jun 2026 14k $819k
Jane Street Mar 2026 12k $689k
Engineers Gate Manager Mar 2026 7.9k $464k
Renaissance Technologies Mar 2026 7.1k $419k
Rossmore Private Capital Jun 2026 6.9k $403k
CI Private Wealth Mar 2026 6.3k $370k
Empirical Asset Management Mar 2026 5.9k $347k
Lloyd Advisory Services Mar 2026 5.4k $316k
OpenArc Corporate Advisory Jun 2026 5.3k $307k