Skip to content
Disclosery

FUTY FIDELITY COVINGTON TRUST

Follow

MSCI UTILS INDEX (fund)

255 managers (259 13F filers) reported a position in FUTY shares at 2026-06-30, 18,996,820 shares in all. 35 filers opened a position and 35 filers sold out during the quarter.

Managers
255
13F filers
259
New
35
Added
110
Reduced
71
Sold out
35
Shares held by filers
18,996,820

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SHP Wealth Management610$35.6K<0.01%+29213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC577$33.7K<0.01%+30113F-HRTimelineGroup
SIGNATUREFD, LLC520$30.4K<0.01%013F-HRTimeline
Hilltop National Bank495$28.9K0.01%013F-HRTimeline
BAYBAN464$27.1K0.02%013F-HRTimeline
Advocate Investing Services LLC400$23.4K0.02%013F-HRTimeline
Vision Retirement, LLC394$23K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC392$22.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust345$20.2K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC341$19.9K<0.01%013F-HRTimeline
HighMark Wealth Management LLC312$18.2K0.01%+113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA297$17.4K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management243$14.2K<0.01%-11013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…224$13.1K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc224$13.1K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.191$11.2K0.01%+2713F-HRTimeline
GAMMA Investing LLC190$11.1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC164$9.58K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC138$8.06K<0.01%-6,70813F-HRTimeline
Key Capital Management, INC131$7.65K<0.01%+9913F-HRTimeline
Allworth Financial LP127$7.42K<0.01%-2913F-HRTimeline
AdvisorNet Financial, Inc126$7.38K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA122$7.13K<0.01%new13F-HRTimeline
Nemes Rush Group LLC113$6.59K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…101$5.9K<0.01%-3613F-HRTimelineGroup
Blue Trust, Inc.101$5.9K<0.01%-3313F-HRTimeline
Larson Financial Group LLC100$5.81K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC97$5.67K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC87$5.09K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC75$4.38K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.71$4.15K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.70$4.09K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…66$3.86K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC65$3.8K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC60$3.5K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.58$3.39K<0.01%013F-HRTimeline
Signature Resources Capital Management,…53$3.1K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC52$3.04K<0.01%new13F-HRTimeline
High Note Wealth, LLC51$2.98K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC38$2.24K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC38$2.22K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners29$1.69K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC24$1.4K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.23$1.34K<0.01%013F-HRTimeline
North Star Investment Management Corp.20$1.19K<0.01%-29313F-HRTimeline
Glassman Wealth Services20$1.17K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC15$876<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC15$876<0.01%-1613F-HRTimeline
DUNCKER STREETT & CO INC12$701<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.11$643<0.01%013F-HRTimeline
Mechanics Financial Corp7$409<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$292<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2$117<0.01%-3513F-HRTimeline
Raleigh Capital Management Inc.1$49<0.01%013F-HRTimeline
Cordant, Inc.0$20<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.