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Get Institutions for : 
Fidelity Msci Utilities Index (FUTY)  
$46.64 0.14 (0.3%) as of 4:30 Thu 5/16


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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  : 
7.38 (18.8%)  




 
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/ 371 - 2023-12-31 9,514,939 $388,780,000 -7,651,032
   Gibson Wealth Advisors LLC 14 - 2022-12-31 1,287,720 $56,653,000 1,267,280
   AE Wealth Management LLC 257 - 2023-12-31 449,011 $17,696,000 184,802
   Lido Advisors LLC 89 - 2023-12-31 398,531 $16,284,000 -1,113
   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 1407 - 2023-12-31 258,952 $10,581,000 12,206
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 487 - 2024-03-31 215,059 $9,123,000 -34,074
   TORONTO DOMINION BANK 522 - 2023-12-31 199,500 $8,152,000 -278,000
   MORGAN STANLEY 3537 - 2023-12-31 186,365 $7,615,000 -149,833
   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
   GOLDMAN SACHS GROUP INC/ 2549 - 2023-12-31 122,709 $5,014,000 97,103
   ADVISORY SERVICES NETWORK, LLC 224 - 2024-03-31 105,883 $4,492,000 12,018
   ESTATE COUNSELORS, LLC - 2023-12-31 101,530 $4,149,000 60,620
   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
   MONUMENTAL FINANCIAL GROUP INC. 14 - 2024-03-31 68,430 $2,903,000 3,073
   NEUBERGER BERMAN GROUP LLC 1037 *New 2023-12-31 67,067 $2,740,000 67,067
   Beck Bode LLC 58 - 2023-12-31 58,477 $2,389,000 -2,583
   Fortis Advisors LLC 18 - 2023-12-31 58,131 $2,375,000 -21,471
   Beaumont Financial Advisors LLC 73 - 2024-03-31 55,351 $2,348,000 -2,641
   WELLS FARGO & CO/MN 2594 - 2024-03-31 45,648 $1,936,000 -2,311
   Steward Partners Investment Advisory LLC 555 - 2023-12-31 40,358 $1,649,000 1,501
   RAYMOND JAMES & ASSOCIATES 2281 - 2024-03-31 38,235 $1,622,000 5,140
   MML INVESTORS SERVICES LLC 1118 - 2023-12-31 38,791 $1,585,000 -4,681
   Kestra Advisory Services LLC 907 - 2023-12-31 38,669 $1,580,000 -10,650
   Maltin Wealth Management Inc. 36 - 2024-03-31 37,177 $1,577,000 2,618
   Goss Wealth Management LLC 741 - 2023-12-31 38,348 $1,567,000 3,008
   LINCOLN NATIONAL CORP 393 - 2024-03-31 36,517 $1,549,000 11,604
   Full Sail Capital LLC 79 - 2023-12-31 33,970 $1,388,000 -155,337
   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
   JSF Financial LLC 32 *New 2023-12-31 30,708 $1,255,000 30,708
   Sigma Planning Corp 431 - 2024-03-31 29,368 $1,246,000 15,026
   CITADEL ADVISORS LLC 2777 - 2023-12-31 28,543 $1,166,000 -14,293
   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
   RENAISSANCE TECHNOLOGIES LLC 2387 - 2023-12-31 25,200 $1,030,000 25,200
   UBS Group AG 3391 - 2023-12-31 24,938 $1,019,000 924
   NWAM LLC 223 - 2024-03-31 22,500 $1,010,000 -7,625
   STIFEL FINANCIAL CORP 2140 - 2023-12-31 24,417 $998,000 5,702
   Atria Wealth Solutions Inc. 853 - 2023-12-31 24,303 $993,000 -1,308
   Capital Investment Advisory Services LLC 196 - 2024-03-31 22,753 $965,000 26
   FINANCIAL NETWORK 1403 - 2023-12-31 23,423 $957,000 12,723
   Private Advisor Group LLC 1179 - 2024-03-31 22,364 $949,000 -12,281
   JAFFETILCHIN INVESTMENT PARTNERS LLC 146 - 2023-12-31 21,694 $886,000 -864
   MERCER GLOBAL ADVISORS INC /ADV 1041 - 2023-12-31 21,090 $862,000 -6,767
   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
   Rockefeller Capital Management L.P. 1213 - 2023-12-31 19,654 $803,000 -4,349
   BEAM Asset Management LLC 46 - 2024-03-31 18,901 $802,000 2,759
   AGF MANAGEMENT LTD 540 - 2023-12-31 18,104 $740,000 5,359
   Cedar Wealth Management LLC 50 - 2023-12-31 18,052 $738,000 -106
   FMR LLC 2416 - 2023-12-31 17,696 $723,000 -958
   ROYAL BANK OF CANADA 3438 - 2023-12-31 15,833 $647,000 2,217
   Sunbelt Securities Inc. 255 - 2024-03-31 15,238 $646,000 -6,951
   Cetera Investment Advisers 1363 - 2023-12-31 15,516 $634,000 -1,312
   GSB Wealth Management LLC 127 - 2024-03-31 14,812 $628,000 4,637
   JANE STREET GROUP LLC 3719 - 2023-12-31 15,009 $613,000 -86,291
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2358 - 2024-03-31 14,315 $607,000 842
   SWEENEY & MICHEL LLC 53 - 2023-09-30 15,221 $593,000 4,085
   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
   Atlas Financial Advisors Inc. 12 - 2023-12-31 13,117 $536,000 -12,635
   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
   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
   Snowden Capital Advisors LLC 704 - 2023-12-31 11,539 $471,000 -3,620
   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
   MidWestOne Financial Group Inc. 209 *New 2023-12-31 10,500 $429,000 10,500
   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 2140 - 2023-12-31 9,331 $381,000 9,331
   CREATIVE FINANCIAL DESIGNS INC /ADV 309 - 2024-03-31 8,421 $357,000 58
   THRIVENT FINANCIAL FOR LUTHERANS 2242 - 2023-12-31 8,365 $342,000 -2,197
   B.O.S.S. Retirement Advisors LLC 110 - 2024-03-31 8,345 $341,000 -104
   Trail Ridge Investment Advisors LLC 84 - 2023-12-31 8,251 $337,000 1,009
   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
   BALLENTINE FINN & COMPANY INC 515 *New 2024-03-31 7,600 $322,000 7,600
   Accel Wealth Management 149 - 2024-03-31 7,599 $322,000 -1,033
   Ameritas Advisory Services LLC 536 - 2023-12-31 8,015 $320,000 2,262
   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
   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
  100 Records found
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