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Disclosery

FUTY FIDELITY COVINGTON TRUST

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MSCI UTILS INDEX (fund)

257 managers (260 13F filers) reported a position in FUTY shares at 2025-12-31, 20,040,485 shares in all. 33 filers opened a position and 10 filers sold out during the quarter.

Managers
257
13F filers
260
New
33
Added
107
Reduced
62
Sold out
10
Shares held by filers
20,040,485

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Rossby Financial, LCC533$29.4K0.01%-5,12113F-HRTimeline
Versant Capital Management, Inc524$28.9K<0.01%013F-HRTimeline
Hilltop National Bank495$27.3K0.01%013F-HRTimeline
BAYBAN464$25.6K0.02%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC414$23K<0.01%013F-HRTimeline
Larson Financial Group LLC400$22.1K<0.01%-10613F-HRTimeline
Sage Mountain Advisors LLC392$21.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.385$21.3K<0.01%+1013F-HRTimeline
Parkside Financial Bank & Trust345$19.1K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\343$18.9K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC341$18.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management337$18.6K<0.01%+513F-HRTimelineGroup
SHP Wealth Management318$17.6K<0.01%13F-HRTimeline
HighMark Wealth Management LLC311$17.2K0.01%+113F-HRTimeline
Modus Advisors, LLC268$14.8K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…227$12.5K<0.01%+1313F-HRTimelineGroup
SIMPLEX TRADING, LLC197$10.9K<0.01%-2,89613F-HRTimeline
GAMMA Investing LLC190$10.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…176$9.72K<0.01%-19313F-HRTimelineGroup
Blue Trust, Inc.165$9.11K<0.01%-8513F-HRTimeline
Nemes Rush Group LLC151$8.35K<0.01%013F-HRTimeline
Allworth Financial LP143$7.9K<0.01%+8813F-HRTimeline
eCIO, Inc.143$7.89K<0.01%new13F-HRTimeline
Root Financial Partners, LLC130$7.18K<0.01%+2713F-HRTimeline
SageView Advisory Group, LLC127$7.01K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc125$6.88K<0.01%-11513F-HRTimeline
Key Financial Inc124$6.85K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.119$6.57K<0.01%+11813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC113$6K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.105$5.8K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC97$5.36K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$4.14K<0.01%+1613F-HRTimelineGroup
Tradewinds Capital Management, LLC75$4.14K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.58$3.2K<0.01%013F-HRTimeline
Signature Resources Capital Management,…53$2.93K<0.01%-12913F-HRTimeline
MONTAG A & ASSOCIATES INC48$2.65K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC38$2.1K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC31$1.71K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners29$1.6K<0.01%013F-HRTimelineGroup
MASECO LLP27$1.49K<0.01%new13F-HRTimeline
Key Capital Management, INC27$1.49K<0.01%13F-HRTimeline
WealthCollab, LLC24$1.33K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp24$1.32K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.23$1.27K<0.01%new13F-HRTimeline
Activest Wealth Management22$1.23K<0.01%013F-HRTimeline
North Star Investment Management Corp.20$1.11K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC18$994<0.01%-2013F-HRTimeline
Golden State Wealth Management, LLC18$994<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.18$994<0.01%new13F-HRTimeline
HOWE & RUSLING INC16$884<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC12$663<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/12$663<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.11$608<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3$166<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.3$166<0.01%013F-HRTimeline
Raleigh Capital Management Inc.2$120<0.01%013F-HRTimeline
SIGNATUREFD, LLC0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.