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 8.8M $430M 90% Dec 2024
 View chart
AE Wealth Management 760k $37M 20% Dec 2024
 View chart
Advisor Group Holdings 579k $30M 70% Mar 2025
 View chart
Demars Financial Group 574k $11M 6% Mar 2025
 View chart
Lido Advisors 549k $27M 4% Dec 2024
 View chart
LPL Financial 540k $28M 15% Mar 2025
 View chart
Kestra Advisory Services 331k $16M 12% Dec 2024
 View chart
Commonwealth Equity Services 327k $16M -3% Dec 2024
 View chart
Cambridge Investment Research Advisors 279k $14M 3% Mar 2025
 View chart
Morgan Stanley 225k $11M 100% Dec 2024
 View chart
HighTower Advisors 218k $11M 4% Dec 2024
 View chart
IFG Advisory 148k $7.5M 3% Mar 2025
 View chart
Apollon Wealth Management 111k $5.7M 7% Mar 2025
 View chart
Two Sigma Investments 111k $5.6M -41% Mar 2025
 View chart
Envestnet Asset Management 105k $5.3M -5% Mar 2025
 View chart
Estate Counselors 97k $4.7M -5% Dec 2024
 View chart
Raymond James Financial 92k $4.7M 50% Mar 2025
 View chart
ValMark Advisers 91k $4.6M 4% Mar 2025
 View chart
Agf Management 87k $4.4M 8% Mar 2025
 View chart
Arkadios Wealth Advisors 83k $4.2M 1476% Mar 2025
 View chart
Northwestern Mutual Wealth Management Company 83k $4.0M -46% Dec 2024
 View chart
Brookstone Capital Management 83k $4.2M -15% Mar 2025
 View chart
Advisory Services Network 82k $4.0M -22% Dec 2024
 View chart
Sweeney & Michel 81k $3.8M 6% Mar 2025
 View chart
Conrad Siegel Investment Advisors 76k $3.9M -3% Mar 2025
 View chart
Richard C. Young & Co 75k $3.8M -4% Mar 2025
 View chart
Ameriprise Financial 74k $3.8M 47% Mar 2025
 View chart
Susquehanna International 71k $3.5M 100% Dec 2024
 View chart
Traphagen Investment Advisors 69k $3.5M -24% Mar 2025
 View chart
UBS Group 69k $3.5M -48% Mar 2025
 View chart
Modern Wealth Management 65k $3.3M 2% Mar 2025
 View chart
Grant/GrossMendelsohn 61k $3.1M 100% Mar 2025
 View chart
Beaumont Financial Advisors 59k $3.0M -3% Mar 2025
 View chart
GSB Wealth Management 54k $2.8M 5% Mar 2025
 View chart
Goss Wealth Management 54k $2.6M 44% Dec 2024
 View chart
Southern Capital Advisors 50k $2.5M 17% Mar 2025
 View chart
Kovitz Investment Group Partners 50k $2.5M 45% Mar 2025
 View chart
Centric Wealth Management 46k $2.2M 100% Dec 2024
 View chart
Maltin Wealth Management 45k $2.3M 7% Mar 2025
 View chart
Dynamic Advisors Solutions 44k $2.2M -3% Mar 2025
 View chart
H D Vest Advisory Services 43k $2.1M -2% Dec 2024
 View chart
Wells Fargo & Company 41k $2.1M -3% Mar 2025
 View chart
Kingswood Wealth Advisors 41k $2.1M -38% Mar 2025
 View chart
Yoder Wealth Management 40k $2.0M 3% Mar 2025
 View chart
FMR 38k $2.0M 27% Mar 2025
 View chart
Atlas Capital Advisors 38k $1.9M -7% Mar 2025
 View chart
Proquility Private Wealth Partners 36k $1.8M -4% Dec 2024
 View chart
Cetera Investment Advisers 35k $1.7M -22% Dec 2024
 View chart
Archer Investment Management 35k $1.8M -5% Mar 2025
 View chart
Mml Investors Services 34k $1.7M 8% Dec 2024
 View chart
Sigma Planning 34k $1.7M 25% Mar 2025
 View chart
Lifeworks Advisors 34k $1.7M 10% Mar 2025
 View chart
Orion Portfolio Solutions 34k $1.6M -1% Dec 2024
 View chart
Full Sail Capital 32k $1.6M -3% Dec 2024
 View chart
D. E. Shaw & Co 31k $1.6M -41% Mar 2025
 View chart
GeoWealth Management 29k $1.4M 3% Dec 2024
 View chart
Capital Investment Advisory Services 26k $1.3M 3% Mar 2025
 View chart
Stifel Financial 25k $1.2M 24% Dec 2024
 View chart
Jaffetilchin Investment Partners 24k $1.2M 1% Mar 2025
 View chart
Smith Shellnut Wilson 24k $1.2M -2% Mar 2025
 View chart
Investment Management Corp 23k $1.2M -2% Mar 2025
 View chart
Private Advisor 22k $1.1M -3% Mar 2025
 View chart
Primoris Wealth Advisors 22k $1.1M -55% Mar 2025
 View chart
Nwam 22k $1.1M 1% Mar 2025
 View chart
Ameritas Advisory Services 21k $1.1M 6% Mar 2025
 View chart
Q3 Asset Management 20k $999k 340% Mar 2025
 View chart
Atria Wealth Solutions 19k $970k 6% Mar 2025
 View chart
Rockefeller Capital Management 19k $920k 20% Dec 2024
 View chart
Beck Bode 18k $893k -32% Dec 2024
 View chart
Harbour Investments 18k $926k 7% Mar 2025
 View chart
Elite Financial 18k $909k -6% Mar 2025
 View chart
Mariner Wealth Advisors 18k $895k 110% Mar 2025
 View chart
Crossmark Global Holdings 17k $879k 100% Mar 2025
 View chart
J.w. Cole Advisors 17k $845k -17% Mar 2025
 View chart
Prairie Wealth Advisors 16k $836k 5% Mar 2025
 View chart
BEAM Asset Management 16k $812k -9% Mar 2025
 View chart
Mercer Global Advisors 15k $779k -6% Mar 2025
 View chart
Royal Bank of Canada 15k $770k -22% Mar 2025
 View chart
RFG Advisory 14k $718k 127% Mar 2025
 View chart
Elevated Capital Advisors 14k $707k -2% Mar 2025
 View chart
Axecap Investments 14k $699k 100% Mar 2025
 View chart
Smith, Salley & Associates 14k $690k 0% Mar 2025
 View chart
Eqis Capital Management 14k $659k 100% Dec 2024
 View chart
Mascoma Wealth Management 13k $683k 40% Mar 2025
 View chart
LYNCH & Associates 13k $680k 3% Mar 2025
 View chart
Sunbelt Securities 13k $666k -2% Mar 2025
 View chart
Tower Research Capital 13k $633k 184% Dec 2024
 View chart
Financial Management Network 13k $611k -19% Mar 2025
 View chart
Snowden Capital Advisors 13k $655k -13% Mar 2025
 View chart
Citadel Advisors 13k $650k -80% Mar 2025
 View chart
Glass Jacobson Investment Advisors 13k $616k 0% Mar 2025
 View chart
PFG Advisors 12k $606k 13% Dec 2024
 View chart
Signature Estate and Investment Advisors 12k $620k 1% Mar 2025
 View chart
Tounjian Advisory Partners 12k $609k 100% Mar 2025
 View chart
Heck Capital Advisors 12k $574k 0% Dec 2024
 View chart
Change Path 12k $565k 100% Dec 2024
 View chart
Gibson Wealth Advisors 11k $537k 0% Dec 2024
 View chart
Goldman Sachs Group 11k $549k -66% Mar 2025
 View chart
American National Bank 10k $513k 40% Mar 2025
 View chart
Bryn Mawr Trust 10k $508k 582% Mar 2025
 View chart
Gts Securities 9.9k $503k -42% Mar 2025
 View chart
Exchange Capital Management 9.5k $484k -2% Mar 2025
 View chart
Stableford Capital Ii 9.1k $459k 2% Mar 2025
 View chart
Callan Capital 9.0k $457k 0% Mar 2025
 View chart
Trail Ridge Investment Advisors 8.3k $424k -21% Mar 2025
 View chart
FLC Capital Advisors 8.1k $414k 0% Mar 2025
 View chart
Pnc Financial Services 8.1k $393k 5% Dec 2024
 View chart
PFG Financial Advisors 8.0k $408k 26% Mar 2025
 View chart
Claris Financial 7.9k $385k 0% Mar 2025
 View chart
Wealth Enhancement Advisory Services 7.8k $399k -30% Mar 2025
 View chart
Creative Financial Designs 7.5k $385k -3% Mar 2025
 View chart
Accel Wealth Management 7.5k $384k -1% Mar 2025
 View chart
Global Financial Private Client 7.5k $382k -2% Mar 2025
 View chart
Galvin, Gaustad & Stein 7.3k $372k -41% Mar 2025
 View chart
Ballew Advisors 7.2k $353k 20% Mar 2025
 View chart
Centennial Wealth Advisory 7.1k $362k 9% Mar 2025
 View chart
Independence Financial Advisors 7.1k $361k 100% Mar 2025
 View chart
Ellis Investment Partners 7.1k $360k 1% Mar 2025
 View chart
VCI Wealth Management 7.0k $355k -19% Mar 2025
 View chart
Wagner Bowman Management 6.8k $348k 0% Mar 2025
 View chart
William Blair $ Company 6.5k $330k 0% Mar 2025
 View chart
P.J. Schmidt Investment Management 6.2k $316k -51% Mar 2025
 View chart
Everstar Asset Management 6.1k $311k 0% Mar 2025
 View chart
Steward Partners Investment Advisory 5.8k $281k -8% Dec 2024
 View chart
Janney Montgomery Scott 5.7k $292k -2% Mar 2025
 View chart
Sovran Advisors 5.6k $284k 12% Mar 2025
 View chart
MidWestOne Financial Group 5.5k $280k 0% Mar 2025
 View chart
Kingsview Wealth Management 5.5k $278k -20% Mar 2025
 View chart
Sowell Financial Services 5.2k $265k 100% Mar 2025
 View chart
BKM Wealth Management 5.0k $253k 0% Mar 2025
 View chart
Fortis Advisors 4.9k $251k -18% Mar 2025
 View chart
Sanctuary Advisors 4.9k $247k -2% Dec 2024
 View chart
Summit Financial 4.9k $239k 1% Dec 2024
 View chart
Flagship Harbor Advisors 4.8k $244k 100% Mar 2025
 View chart
Pathway Financial Advisers 4.7k $240k -4% Mar 2025
 View chart
Kestra Private Wealth Services 4.7k $238k 100% Mar 2025
 View chart
Citigroup 4.7k $237k 24% Mar 2025
 View chart
Geneos Wealth Management 4.2k $212k 0% Mar 2025
 View chart
D.B. Root & Company 4.4k $214k 0% Dec 2024
 View chart
Penobscot Wealth Management 4.3k $221k 100% Mar 2025
 View chart
D.A. Davidson & Co. 3.9k $201k 100% Mar 2025
 View chart
CX Institutional 3.7k $188k 100% Mar 2025
 View chart
Rogco 3.5k $178k 0% Mar 2025
 View chart
Brian McDonald 3.3k $168k -1% Mar 2025
 View chart
Jones Financial Companies, L.L 2.9k $146k -29% Mar 2025
 View chart
Global Retirement Partners 2.8k $135k 13% Dec 2024
 View chart
CoreCap Advisors 2.3k $119k -44% Mar 2025
 View chart
Huntington National Bank 2.1k $108k 0% Mar 2025
 View chart
Principal Securities 1.7k $83k 0% Mar 2025
 View chart
Aptus Capital Advisors 17.00 $879.000300 -100% Mar 2025
 View chart
Bank Of Montreal 5.00 $244.000000 -100% Dec 2024
 View chart

Who sold out of Fidelity msci utils index?

Fund or Company Name Date Sold Shares Held Valued At
Adviser Investments Sep 2024 68k $3.5M
Cedar Wealth Management Sep 2024 40k $2.0M
Jane Street Dec 2024 31k $1.5M
Banco BTG Pactual Sep 2024 31k $1.6M
Renaissance Technologies Dec 2024 5.4k $263k
Essex Financial Services Dec 2024 5.3k $257k
HBW Advisory Services Dec 2024 5.1k $248k
Prudential Financial Sep 2024 4.8k $247k
Mesirow Financial Investment Management International Equity Dec 2024 4.2k $206k