FENY — Fidelity Msci Energy Index ETF Institutional Holders · Q3 2026
Who owns Fidelity Msci Energy Index ETF (FENY)? 10 institutions reported holding $4.22M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castleview Partners, LLC ($760,106), Roxbury Financial LLC ($737,053), American National Bank & Trust ($694,746).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castleview Partners, LLC | $760,106 | 22,422 | Added |
| 2 | Roxbury Financial LLC | $737,053 | 21,742 | Trimmed |
| 3 | AMERICAN NATIONAL BANK & TRUST | $694,746 | 20,494 | Added |
| 4 | Galvin, Gaustad & Stein, LLC | $417,241 | 12,307 | Trimmed |
| 5 | TrueWealth Advisors, LLC | $402,529 | 11,874 | Added |
| 6 | Rosenberg Matthew Hamilton | $386,257 | 11,394 | Hold |
| 7 | Farther Finance Advisors, LLC | $361,369 | 10,660 | Trimmed |
| 8 | Elm3 Financial Group, LLC | $332,729 | 9,815 | New |
| 9 | CX Institutional | $129,000 | 3,804 | Trimmed |
| 10 | Bullock Wealth Management Group | $1,327 | 38 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30