Who owns Fidelity MSCI Energy Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FENY from SEC Form 13F filings across 248 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.
As of the 2026-06-30 reporting period, 248 institutions disclosed 19.9M shares of Fidelity MSCI Energy Index ETF worth $589.9M — about 37.7% of shares outstanding; the largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
248
13F holders
$589.9M
value, 2026 filers
37.7%
of shares outstanding (19.9M sh)
37
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | $73.3M | 0.0% | 4.7% | +3.2% |
| 2 | Lido Advisors, LLC | 1.7M | $50.2M | 0.1% | 3.2% | -3.3% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1.5M | $44.8M | 0.0% | 2.9% | +77.2% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 1.2M | $34.2M | 0.0% | 2.2% | -9.3% |
| 5 | LPL Financial LLC | 992,806 | $29.3M | 0.0% | 1.9% | +6.9% |
| 6 | HighTower Advisors, LLC | 974,225 | $28.8M | 0.0% | 1.8% | -6.3% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 932,861 | $27.6M | 0.0% | 1.8% | +4.3% |
| 8 | AGF MANAGEMENT LTD | 743,673 | $22.0M | 0.1% | 1.4% | +1.7% |
| 9 | Cetera Investment Advisers | 604,338 | $17.9M | 0.0% | 1.1% | +41.1% |
| 10 | MARSHALL WACE, LLP | 452,228 | $13.4M | 0.0% | 0.9% | -44.1% |
| 11 | TWO SIGMA INVESTMENTS, LPNEW | 293,300 | $8.7M | 0.0% | 0.6% | new |
| 12 | SageGuard Financial Group, LLC | 279,901 | $8.3M | 1.2% | 0.5% | +85.6% |
| 13 | MORGAN STANLEY | 273,316 | $8.1M | 0.0% | 0.5% | +11.5% |
| 14 | Cutler Capital Management, LLC | 267,547 | $7.9M | 2.1% | 0.5% | +0.1% |
| 15 | WELLS FARGO & COMPANY/MN | 243,597 | $7.2M | 0.0% | 0.5% | -43.3% |
| 16 | OSAIC HOLDINGS, INC. | 234,404 | $6.9M | 0.0% | 0.4% | +11.1% |
| 17 | Bank of New York Mellon Corp | 234,246 | $6.9M | 0.0% | 0.4% | +53.3% |
| 18 | Kestra Advisory Services, LLC | 199,290 | $5.9M | 0.0% | 0.4% | +5.4% |
| 19 | AMERIPRISE FINANCIAL INC | 198,321 | $5.9M | 0.0% | 0.4% | +0.7% |
| 20 | AssuredPartners Investment Advisors, LLC | 188,477 | $5.6M | 0.5% | 0.4% | +3.2% |
| 21 | BANK OF AMERICA CORP /DE/ | 188,225 | $5.6M | 0.0% | 0.4% | -21.1% |
| 22 | Composition Wealth, LLC | 174,919 | $5.2M | 0.1% | 0.3% | +4.4% |
| 23 | Eley Financial Management, Inc | 162,406 | $4.8M | 1.6% | 0.3% | +0.6% |
| 24 | Steward Partners Investment Advisory, LLC | 157,926 | $4.7M | 0.0% | 0.3% | +21.6% |
| 25 | Traynor Capital Management, Inc. | 145,534 | $4.3M | 0.2% | 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.