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Get Institutions for : 
Fidelity Msci Utilities Index (FUTY)  
$46.78 0.66 (1.43%) as of 4:30 Wed 5/15


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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  : 
7.52 (19.15%)  




 
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
   Lido Advisors LLC 89 - 2023-12-31 398,531 $16,284,000 -1,113
   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
   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
   RICHARD C YOUNG & CO LTD 55 - 2024-03-31 80,675 $3,422,000 -2,086
   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
   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
   Full Sail Capital LLC 79 - 2023-12-31 33,970 $1,388,000 -155,337
   HIGHTOWER ADVISORS, LLC 1603 - 2024-03-31 32,190 $1,353,000 -48,249
   CITADEL ADVISORS LLC 2777 - 2023-12-31 28,543 $1,166,000 -14,293
   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
   NWAM LLC 223 - 2024-03-31 22,500 $1,010,000 -7,625
   Atria Wealth Solutions Inc. 853 - 2023-12-31 24,303 $993,000 -1,308
   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
   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
   Cedar Wealth Management LLC 50 - 2023-12-31 18,052 $738,000 -106
   FMR LLC 2416 - 2023-12-31 17,696 $723,000 -958
   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
   JANE STREET GROUP LLC 3719 - 2023-12-31 15,009 $613,000 -86,291
   CX Institutional 347 - 2024-03-31 13,921 $591,000 -6,531
   SMITH, SALLEY & ASSOCIATES 157 - 2024-03-31 13,656 $579,000 -45
   Atlas Financial Advisors Inc. 12 - 2023-12-31 13,117 $536,000 -12,635
   Demars Financial Group LLC 43 - 2024-03-31 12,007 $509,000 -1,774
   Mascoma Wealth Management LLC 57 - 2024-03-31 11,607 $492,000 -8,463
   Snowden Capital Advisors LLC 704 - 2023-12-31 11,539 $471,000 -3,620
   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
   STABLEFORD CAPITAL II LLC 115 - 2024-03-31 9,295 $394,000 -502
   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
   J P MORGAN CHASE & CO 3965 - 2024-03-31 7,708 $327,000 -5,299
   Accel Wealth Management 149 - 2024-03-31 7,599 $322,000 -1,033
   WAGNER CAPITAL MANAGEMENT CORP 268 - 2024-03-31 6,719 $285,000 -110
   Pensionmark Financial Group LLC 318 - 2023-12-31 6,957 $284,000 -122
   BLAIR WILLIAM & CO/IL 1273 - 2024-03-31 6,659 $282,000 -1,266
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1389 - 2023-12-31 6,819 $279,000 -9,832
   TOWER RESEARCH CAPITAL LLC 1860 - 2023-12-31 6,561 $268,000 -5,858
   Ballew Advisors Inc 86 - 2024-03-31 6,295 $263,000 -3,006
   CIBC WORLD MARKETS CORP 706 - 2023-12-31 6,321 $258,000 -10,107
   SMITH SHELLNUT WILSON LLC /ADV 112 - 2024-03-31 5,923 $251,000 -493
   Lifeworks Advisors LLC 210 - 2024-03-31 5,533 $235,000 -153
   VCI Wealth Management LLC 100 - 2024-03-31 5,301 $225,000 -772
   BKM Wealth Management LLC 153 - 2024-03-31 4,960 $210,000 -310
   PENOBSCOT WEALTH MANAGEMENT 74 - 2024-03-31 4,733 $201,000 -1,410
   Global Retirement Partners LLC 997 - 2024-03-31 2,800 $119,000 -127
   PRINCIPAL SECURITIES INC. 1446 - 2024-03-31 1,499 $64,000 -38
   IFP Advisors Inc 1473 - 2023-12-31 1,353 $55,000 -4,654
   SYM FINANCIAL CORPORATION 128 - 2024-03-31 1,250 $53,000 -3,850
   CWM LLC 2636 - 2024-03-31 690 $29,000 -5
   Belmont Capital LLC 140 - 2023-12-31 260 $11,000 -66
   AdvisorNet Financial Inc 1268 - 2024-03-31 230 $10,000 -72
   Larson Financial Group LLC 1209 - 2024-03-31 127 $5,000 -107
   HARVEST GROUP WEALTH MANAGEMENT LLC 154 - 2023-03-31 25 $1,000 -88,408
   GRADIENT INVESTMENTS LLC 1013 - 2024-03-31 10 $0 -12
   SIGNATUREFD, LLC 3111 - 2024-03-31 0 $0 -70
   BNP PARIBAS ARBITRAGE SA 3178 - 2024-03-31 11 $0 -428,441
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1777 - 2023-12-31 8 $0 -2,360
  69 Records found
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