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Who owns FENYWhat FENY owns — n/a

Who owns Fidelity MSCI Energy Index ETF?

Institutional ownership of FENY from SEC Form 13F filings across 177 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

177

13F holders

$586.4M

value, 2026 filers

38.2%

of shares outstanding (20.2M sh)

27

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FENY's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Sixth Street Partners Management Company, L.P.NEW2.5M$73.3M12.7%4.7%new
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.5M$73.3M0.0%4.7%+3.2%
3Lido Advisors, LLC1.7M$50.2M0.1%3.2%-3.3%
4ENVESTNET ASSET MANAGEMENT INC1.5M$44.8M0.0%2.9%+77.2%
5COMMONWEALTH EQUITY SERVICES, LLC1.2M$34.2M0.0%2.2%-9.3%
6LPL Financial LLC992,806$29.3M0.0%1.9%+6.9%
7HighTower Advisors, LLC974,225$28.8M0.0%1.8%-6.3%
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO932,861$27.6M0.0%1.8%+4.3%
9AGF MANAGEMENT LTD743,673$22.0M0.1%1.4%+1.7%
10Cetera Investment Advisers604,338$17.9M0.0%1.1%+41.1%
11MARSHALL WACE, LLP452,228$13.4M0.0%0.9%-44.1%
12TWO SIGMA INVESTMENTS, LPNEW293,300$8.7M0.0%0.6%new
13SageGuard Financial Group, LLC279,901$8.3M1.2%0.5%+85.6%
14MORGAN STANLEY273,316$8.1M0.0%0.5%+11.5%
15WELLS FARGO & COMPANY/MN243,597$7.2M0.0%0.5%-43.3%
16Cambridge Investment Research Advisors, Inc.243,566$7,2000.0%0.5%+95.6%
17OSAIC HOLDINGS, INC.234,404$6.9M0.0%0.4%+11.1%
18Bank of New York Mellon Corp234,246$6.9M0.0%0.4%+53.3%
19Kestra Advisory Services, LLC199,290$5.9M0.0%0.4%+5.4%
20AMERIPRISE FINANCIAL INC198,321$5.9M0.0%0.4%+0.7%
21AssuredPartners Investment Advisors, LLC188,477$5.6M0.5%0.4%+3.2%
22BANK OF AMERICA CORP /DE/188,225$5.6M0.0%0.4%-21.1%
23Composition Wealth, LLC174,919$5.2M0.1%0.3%+4.4%
24Steward Partners Investment Advisory, LLC157,926$4.7M0.0%0.3%+21.6%
25Traynor Capital Management, Inc.145,534$4.3M0.2%0.3%-1.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.