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Get Institutions for : 
Fidelity Msci Utilities Index (FUTY)  
$46.02 0.60 (1.32%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    4
Total shares held : 
 15,815,821  
% of shares held : 
 5.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -8,596,377  
% of shares held change : 
   -3.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.18  
Last Quarter's Ending Price : 
 $40.86  
Last Quarter's Average Price : 
 $39.26  
Change from last quarter's     
avg. price to the last closing  : 
6.76 (17.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 342,617
 2.17%
 
Increased Positions :
47
 967,147
 6.12%
 
Unchanged Positions :
25
 22,338
 0.14%
 
Decreased Positions :
73
-9,657,982
-61.07%
 
Closed Positions :
20
-248,159
-1.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 635 - 2024-03-31 4,503,706 $191,047,000 -5,011,233
   Gibson Wealth Advisors LLC 14 - 2022-12-31 1,287,720 $56,653,000 1,267,280
   TRAPHAGEN INVESTMENT ADVISORS LLC 7 - 2024-03-31 820,121 $34,790,000 0
   AE Wealth Management LLC 95 - 2024-03-31 534,052 $22,654,000 85,041
   Lido Advisors LLC 74 - 2024-03-31 508,535 $21,572,000 110,004
   Advisor Group Holdings Inc. 627 - 2024-03-31 264,672 $11,234,000 38,867
   COMMONWEALTH EQUITY SERVICES LLC. 732 - 2024-03-31 262,906 $11,153,000 -6,949
   LPL FINANCIAL CORP 1276 - 2024-03-31 256,754 $10,892,000 -37,184
   ENVESTNET ASSET MANAGEMENT INC 1526 - 2024-03-31 234,564 $9,950,000 -24,388
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 487 - 2024-03-31 215,059 $9,123,000 -34,074
   MORGAN STANLEY 3404 - 2024-03-31 206,174 $8,746,000 19,809
   GOLDMAN SACHS GROUP INC/ 2153 - 2024-03-31 204,003 $8,654,000 81,294
   Brookstone Capital Management 193 - 2024-03-31 147,336 $6,250,000 8,295
   IFG Advisory LLC 61 - 2024-03-31 131,305 $5,570,000 3,935
   ADVISORY SERVICES NETWORK, LLC 224 - 2024-03-31 105,883 $4,492,000 12,018
   ESTATE COUNSELORS, LLC 18 - 2024-03-31 101,530 $4,307,000 0
   RICHARD C YOUNG & CO LTD 55 - 2024-03-31 80,675 $3,422,000 -2,086
   Dynamic Advisors Solutions LLC 226 - 2024-03-31 77,218 $3,276,000 11,791
   VALMARK ADVISERS INC 125 - 2024-03-31 75,919 $3,220,000 3,181
   Conrad Siegel Investment Advisors Inc. 13 - 2024-03-31 75,039 $3,183,000 391
   Connectus Wealth LLC 147 - 2024-03-31 72,862 $3,098,000 72,862
   MONUMENTAL FINANCIAL GROUP INC. 14 - 2024-03-31 68,430 $2,903,000 3,073
   Fortis Advisors LLC 19 - 2024-03-31 58,315 $2,474,000 184
   Beaumont Financial Advisors LLC 73 - 2024-03-31 55,351 $2,348,000 -2,641
   Beck Bode LLC 60 - 2024-03-31 51,756 $2,195,000 -6,721
   CITADEL ADVISORS LLC 2352 - 2024-03-31 50,114 $2,126,000 21,571
   WELLS FARGO & CO/MN 2594 - 2024-03-31 45,648 $1,936,000 -2,311
   JANE STREET GROUP LLC 2364 - 2024-03-31 42,724 $1,812,000 27,715
   Kestra Advisory Services LLC 930 - 2024-03-31 42,125 $1,787,000 3,456
   Goss Wealth Management LLC 749 - 2024-03-31 39,676 $1,683,000 1,328
   RAYMOND JAMES & ASSOCIATES 2281 - 2024-03-31 38,235 $1,622,000 5,140
   MML INVESTORS SERVICES LLC 1153 - 2024-03-31 37,916 $1,608,000 -875
   Maltin Wealth Management Inc. 36 - 2024-03-31 37,177 $1,577,000 2,618
   LINCOLN NATIONAL CORP 393 - 2024-03-31 36,517 $1,549,000 11,604
   TOWER RESEARCH CAPITAL LLC 360 - 2024-03-31 36,229 $1,537,000 29,668
   Full Sail Capital LLC 76 - 2024-03-31 36,207 $1,536,000 2,237
   Cetera Investment Advisers 1796 - 2024-03-31 33,075 $1,403,000 17,559
   Yoder Wealth Management Inc. 32 - 2024-03-31 32,455 $1,377,000 3,788
   HIGHTOWER ADVISORS, LLC 1603 - 2024-03-31 32,190 $1,353,000 -48,249
   Proquility Private Wealth Partners LLC 67 - 2024-03-31 29,641 $1,257,000 18,239
   Sigma Planning Corp 431 - 2024-03-31 29,368 $1,246,000 15,026
   AGF MANAGEMENT LTD 516 - 2024-03-31 27,744 $1,177,000 9,640
   H D Vest Advisory Services 696 - 2024-03-31 27,018 $1,146,000 75
   FINANCIAL MANAGEMENT NETWORK INC 60 - 2024-03-31 26,761 $1,123,000 -3,530
   Galvin Gaustad & Stein LLC 87 - 2024-03-31 26,237 $1,113,000 -6,555
   ROYAL BANK OF CANADA 2937 - 2024-03-31 25,281 $1,072,000 9,448
   Atria Wealth Solutions Inc. 887 - 2024-03-31 24,357 $1,033,000 54
   NWAM LLC 223 - 2024-03-31 22,500 $1,010,000 -7,625
   Rockefeller Capital Management L.P. 1265 - 2024-03-31 22,794 $967,000 3,140
   Capital Investment Advisory Services LLC 196 - 2024-03-31 22,753 $965,000 26
   Private Advisor Group LLC 1179 - 2024-03-31 22,364 $949,000 -12,281
   JAFFETILCHIN INVESTMENT PARTNERS LLC 148 - 2024-03-31 21,190 $899,000 -504
   UBS Group AG 3634 - 2024-03-31 20,455 $868,000 -4,483
   ATLAS CAPITAL ADVISORS LLC 141 - 2024-03-31 20,049 $850,000 1,363
   J.W. COLE ADVISORS INC. 382 - 2024-03-31 19,145 $812,000 -1,779
   FMR LLC 2417 - 2024-03-31 18,907 $802,000 1,211
   BEAM Asset Management LLC 46 - 2024-03-31 18,901 $802,000 2,759
   Cedar Wealth Management LLC 48 - 2024-03-31 18,731 $795,000 679
   MERCER GLOBAL ADVISORS INC /ADV 1064 - 2024-03-31 18,315 $777,000 -2,775
   SWEENEY & MICHEL LLC 53 - 2024-03-31 16,374 $755,000 1,153
   FINANCIAL NETWORK 1699 - 2024-03-31 16,424 $697,000 -6,999
   Sunbelt Securities Inc. 255 - 2024-03-31 15,238 $646,000 -6,951
   Snowden Capital Advisors LLC 636 - 2024-03-31 15,088 $640,000 3,549
   GSB Wealth Management LLC 127 - 2024-03-31 14,812 $628,000 4,637
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2358 - 2024-03-31 14,315 $607,000 842
   CX Institutional 347 - 2024-03-31 13,921 $591,000 -6,531
   SMITH, SALLEY & ASSOCIATES 157 - 2024-03-31 13,656 $579,000 -45
   SCHMIDT P J INVESTMENT MANAGEMENT INC 98 - 2024-03-31 13,402 $569,000 1,215
   HARBOUR INVESTMENTS INC. 504 - 2023-12-31 13,702 $560,000 441
   Integrated Wealth Concepts LLC 1010 *New 2024-03-31 12,805 $543,000 12,805
   EUDAIMONIA ADVISORS LLC 98 - 2024-03-31 12,287 $521,000 3,308
   Demars Financial Group LLC 43 - 2024-03-31 12,007 $509,000 -1,774
   Cedar Brook Financial Partners LLC 203 - 2024-03-31 11,819 $501,000 109
   Prairie Wealth Advisors Inc. 83 - 2024-03-31 11,694 $496,000 0
   Mascoma Wealth Management LLC 57 - 2024-03-31 11,607 $492,000 -8,463
   Glass Jacobson Investment Advisors llc 129 - 2024-03-31 11,472 $487,000 196
   LYNCH & ASSOCIATES/IN 90 - 2024-03-31 10,889 $462,000 956
   EXCHANGE CAPITAL MANAGEMENT INC 151 - 2024-03-31 10,181 $432,000 -810
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3617 - 2024-03-31 10,162 $431,000 -3,262
   STIFEL FINANCIAL CORP 2701 - 2024-03-31 9,943 $422,000 -14,474
   Trail Ridge Investment Advisors LLC 75 - 2024-03-31 9,422 $400,000 1,171
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1706 - 2024-03-31 9,396 $399,000 111
   STABLEFORD CAPITAL II LLC 115 - 2024-03-31 9,295 $394,000 -502
   CALLAN CAPITAL, LLC 169 - 2024-03-31 8,974 $381,000 0
   MARINER WEALTH ADVISORS, LLC 2239 - 2024-03-31 8,886 $377,000 -445
   CREATIVE FINANCIAL DESIGNS INC /ADV 309 - 2024-03-31 8,421 $357,000 58
   B.O.S.S. Retirement Advisors LLC 110 - 2024-03-31 8,345 $341,000 -104
   FLC Capital Advisors 116 *New 2024-03-31 7,928 $336,000 7,928
   J P MORGAN CHASE & CO 3965 - 2024-03-31 7,708 $327,000 -5,299
   PNC FINANCIAL SERVICES GROUP INC 1828 - 2024-03-31 7,682 $326,000 951
   Qube Research & Technologies Ltd 2357 - 2024-03-31 7,668 $325,000 6,201
   BALLENTINE FINN & COMPANY INC 515 *New 2024-03-31 7,600 $322,000 7,600
   D E SHAW & CO INC 2436 *New 2024-03-31 7,595 $322,000 7,595
   Accel Wealth Management 149 - 2024-03-31 7,599 $322,000 -1,033
   Lowell Blake & Associates Inc. 49 - 2023-09-30 8,342 $316,000 0
   Eudaimonia Partners LLC 195 - 2024-03-31 7,066 $300,000 594
   Ameritas Advisory Services LLC 720 - 2024-03-31 6,581 $289,000 -1,434
   Ellis Investment Partners LLC 182 - 2024-03-31 6,747 $286,000 321
   Kingsview Wealth Management LLC 829 - 2024-03-31 6,744 $286,000 25
   WAGNER CAPITAL MANAGEMENT CORP 268 - 2024-03-31 6,719 $285,000 -110
  100 Records found
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