Skip to content
Disclosery

FUTY FIDELITY COVINGTON TRUST

Follow

MSCI UTILS INDEX (fund)

211 managers (213 13F filers) reported a position in FUTY shares at 2025-03-31, 17,181,248 shares in all. 20 filers opened a position and 23 filers sold out during the quarter.

Managers
211
13F filers
213
New
20
Added
70
Reduced
78
Sold out
23
Shares held by filers
17,181,248

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,623,877$439M0.04%-198,98213F-HRTimelineGroup
AE Wealth Management LLC871,258$44.4M0.37%+111,51213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.578,964$29.5M0.07%+238,29713F-HRTimelineGroup
LPL Financial LLC540,311$27.5M0.01%+70,21213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC513,029$26.1M0.15%-36,09613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC370,786$18.9M0.03%+43,89813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding366,777$18.7M+35,398Timeline
MORGAN STANLEYin group MORGAN STANLEY299,696$15.3M<0.01%+74,96213F-HRTimelineGroup
Cambridge Investment Research Advisors,…278,540$14.2M0.05%+7,97013F-HRTimeline
HighTower Advisors, LLC251,075$12.8M0.02%+33,31913F-HRTimeline
IFG Advisory, LLC147,857$7.53M0.42%+3,92713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC111,358$5.67M0.12%+7,33213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP110,800$5.65M0.01%-78,40013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC104,573$5.33M<0.01%-4,96713F-HRTimelineGroup
Estate Counselors, LLC96,735$4.93M0.51%-17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,785$4.68M<0.01%+30,78113F-HRTimelineGroup
Valmark Advisers, Inc.90,896$4.63M0.07%+3,30213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD86,819$4.42M0.02%+6,53513F-HRTimelineGroup
Advisory Services Network, LLC84,611$4.31M0.08%+2,33313F-HRTimeline
Arkadios Wealth Advisors83,354$4.25M0.16%+78,06513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,523$4.2M0.06%-14,05113F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.75,968$3.87M0.99%-2,50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75,681$3.86M<0.01%-7,03113F-HRTimelineGroup
SWEENEY & MICHEL, LLC80,782$3.82M1.67%13F-HRTimeline
Richard C. Young & CO., LTD.74,803$3.81M0.41%-3,16413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC74,184$3.78M<0.01%+23,61813F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC69,016$3.52M0.37%-21,27013F-HRTimeline
UBS Group AGin group UBS Group AG68,508$3.49M<0.01%-63,98513F-HRTimelineGroup
Modern Wealth Management, LLC64,787$3.3M0.11%+1,36013F-HR/ATimeline
NewEdge Advisors, LLC63,466$3.23M0.02%+9,41413F-HRTimeline
Grant/GrossMendelsohn, LLC61,444$3.12M1.74%new13F-HRTimeline
Waverly Advisors, LLC60,722$3.09M0.04%new13F-HRTimeline
LifePlan Investment Advisors, Inc.59,236$3.02M1.74%-70013F-HRTimeline
Beaumont Financial Advisors, LLC58,725$2.99M0.23%-2,10613F-HRTimeline
Grey Ledge Advisors, LLC54,301$2.77M0.73%+2,64213F-HRTimeline
Centric Wealth Management54,117$2.76M0.72%+8,55513F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC49,859$2.54M1.41%+7,18913F-HRTimeline
NorthCoast Asset Management LLC49,508$2.52M0.01%+15,24813F-HR/ATimeline
Proquility Private Wealth Partners, LLC48,717$2.48M0.76%+12,62313F-HRTimeline
Maltin Wealth Management, Inc.44,591$2.27M1.07%+3,01313F-HRTimeline
Dynamic Advisor Solutions LLC43,955$2.24M0.07%-1,19013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,544$2.07M<0.01%-1,39813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC40,463$2.06M0.19%-24,71513F-HR/ATimeline
Cetera Investment Advisers39,592$2.02M<0.01%+4,67913F-HRTimeline
Yoder Wealth Management, Inc.39,549$2.02M1.13%+1,22513F-HRTimeline
FMR LLCin group FMR LLC38,392$1.96M<0.01%+8,18913F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.38,191$1.95M0.24%-2,85013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.37,359$1.9M0.01%-5,77713F-HRTimeline
MML INVESTORS SERVICES, LLC34,826$1.77M0.01%+83413F-HRTimeline
Archer Investment Management, LLC34,483$1.76M1.22%-1,93313F-HRTimeline
Sigma Planning Corp33,846$1.72M0.06%+6,75713F-HRTimeline
Lifeworks Advisors, LLC33,554$1.71M0.28%+3,08513F-HRTimeline
Orion Porfolio Solutions, LLC33,276$1.7M0.02%-17413F-HRTimeline
Orion Portfolio Solutions, LLC33,276$1.7M0.02%-17413F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.31,407$1.6M<0.01%-21,92013F-HRTimelineGroup
Full Sail Capital, LLC30,891$1.57M0.1%-96913F-HRTimeline
Heck Capital Advisors, LLC27,696$1.41M0.16%+15,92613F-HRTimeline
Capital Investment Advisory Services, L…26,439$1.35M0.12%+87913F-HRTimeline
Jaffetilchin Investment Partners, LLC24,025$1.22M0.09%+21613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,795$1.21M<0.01%-1,31813F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV23,540$1.2M0.55%-47513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV22,951$1.17M1.05%-51813F-HRTimeline
Private Advisor Group, LLC22,166$1.13M0.01%-57313F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC22,075$1.12M0.87%-27,30013F-HRTimeline
NWAM LLC21,539$1.1M0.09%+22113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,421$1.06M0.04%+1,20513F-HRTimelineGroup
Q3 Asset Management19,617$999K0.68%+15,15913F-HRTimeline
Atria Wealth Solutions, Inc.19,035$970K0.01%+1,11213F-HRTimeline
HARBOUR INVESTMENTS, INC.18,178$926K0.03%+1,18513F-HRTimeline
Elite Financial, Inc.17,846$909K0.48%-1,20013F-HRTimeline
Mariner, LLCin group Mariner, LLC17,570$895K<0.01%+9,20713F-HRTimelineGroup
Crossmark Global Holdings, Inc.17,277$879K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.16,578$845K0.03%-3,32713F-HRTimeline
Maxele Advisors, LLC16,562$844K0.82%+32913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,481$840K<0.01%-2,38413F-HRTimelineGroup
Prairie Wealth Advisors, Inc.16,404$836K0.41%+75513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,976$814K0.03%-61913F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,941$812K0.27%-1,61413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,820$806K<0.01%-55,00613F-HRTimelineGroup
Beck Bode, LLC15,480$789K0.15%-2,82513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,292$779K<0.01%-1,05613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,787$754K<0.01%-4,07913F-HR/ATimelineGroup
PFG Advisors14,519$740K0.04%+2,09813F-HRTimeline
RFG Advisory, LLC14,101$718K0.02%+7,88613F-HRTimeline
Elevated Capital Advisors, LLC13,881$707K0.2%-21913F-HRTimeline
Axecap Investments, LLC13,723$699K0.59%new13F-HRTimeline
Smith Salley Wealth Management13,534$690K0.05%+6013F-HRTimeline
Mascoma Wealth Management LLC13,397$683K0.17%+3,80413F-HRTimeline
LYNCH & ASSOCIATES/IN13,343$680K0.15%+36913F-HRTimeline
Sunbelt Securities, Inc.13,068$666K0.06%-26013F-HRTimeline
Snowden Capital Advisors LLC12,846$655K0.02%-1,86513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,758$650K<0.01%-51,60713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,172$620K0.02%+9213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc12,639$616K0.2%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC12,871$611K0.14%-3,08113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,952$609K0.11%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,931$608K0.02%+35213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,771$549K<0.01%-20,76713F-HR/ATimelineGroup
AMERICAN NATIONAL BANK & TRUST10,064$513K0.06%+2,87913F-HRTimeline
Wilmington Savings Fund Society, FSB9,968$508K0.01%+8,50613F-HRTimeline
GTS SECURITIES LLC9,867$503K0.02%-7,24713F-HRTimeline
Exchange Capital Management, Inc.9,501$484K0.08%-20113F-HRTimeline
STABLEFORD CAPITAL II LLC9,124$459K0.19%+16113F-HRTimeline
Callan Capital, LLC8,974$457K0.03%013F-HRTimeline
Geneos Wealth Management Inc.8,730$445K0.01%+4,57013F-HRTimeline
Trail Ridge Investment Advisors, LLC8,329$424K0.22%-2,19713F-HRTimeline
FLC Capital Advisors8,128$414K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,018$409K<0.01%-3413F-HRTimelineGroup
VICUS CAPITAL8,001$408K0.04%+1,64513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,835$399K<0.01%-3,43813F-HRTimeline
Claris Financial LLC7,893$385K0.25%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,547$385K0.03%-22713F-HRTimeline
Accel Wealth Management7,543$384K0.14%-10713F-HRTimeline
Global Financial Private Client, LLC7,492$382K0.15%-17413F-HRTimeline
Galvin, Gaustad & Stein, LLC7,300$372K0.03%-5,12513F-HRTimeline
Centennial Wealth Advisory LLC7,108$362K0.13%+56613F-HRTimeline
Independence Financial Advisors, LLC7,075$360K0.14%13F-HRTimeline
Ellis Investment Partners, LLC7,071$360K0.07%+4313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,033$358K0.01%new13F-HRTimelineGroup
VCI Wealth Management LLC6,962$355K0.15%-1,58513F-HRTimeline
Ballew Advisors, Inc7,151$353K0.24%+1,20513F-HRTimeline
WBH ADVISORY INC6,826$348K0.03%+3013F-HRTimeline
BLAIR WILLIAM & CO/IL6,486$330K<0.01%+1513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,203$316K0.06%-6,42413F-HRTimeline
Everstar Asset Management, LLC6,100$311K0.21%013F-HR/ATimeline
KDK Private Wealth Management, LLC6,021$307K0.35%-1413F-HRTimeline
Janney Montgomery Scott LLC5,737$292K<0.01%-12513F-HRTimeline
Sovran Advisors, LLC5,647$284K0.04%+60013F-HRTimeline
Steward Partners Investment Advisory, L…5,519$281K<0.01%-23913F-HRTimeline
MIdWestOne Financial Group, Inc.5,500$280K0.04%013F-HRTimeline
Kingsview Wealth Management, LLC5,453$278K0.01%-1,33113F-HRTimeline
Sowell Financial Services LLC5,207$265K0.01%new13F-HRTimeline
BKM Wealth Management, LLC4,960$253K0.1%013F-HRTimeline
Fortis Advisors, LLC4,930$251K0.16%-1,11513F-HRTimeline
Summit Financial, LLC4,886$249K0.01%-1013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,792$244K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC4,773$243K<0.01%-12313F-HRTimeline
Pathway Financial Advisers, LLC4,719$240K0.08%-18813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,660$237K<0.01%+91213F-HRTimelineGroup
D.B. Root & Company, LLC4,377$223K0.07%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT4,345$221K0.09%new13F-HRTimeline
D.A. DAVIDSON & CO.3,946$201K<0.01%new13F-HRTimeline
CX Institutional3,697$188K0.01%new13F-HRTimeline
ROGCO, LP3,495$178K0.07%013F-HRTimeline
COMERICA BANK3,290$168K<0.01%-2713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,890$146K<0.01%-1,16713F-HR/ATimelineGroup
CoreCap Advisors, LLC2,340$119K0.01%-1,82113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,704$83.1K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,517$77.3K0.01%013F-HRTimeline
Roxbury Financial LLC1,385$70.8K0.07%+213F-HRTimeline
GHP Investment Advisors, Inc.1,300$66.2K<0.01%013F-HRTimeline
IFP Advisors, Inc1,171$59.7K<0.01%-213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,131$57.6K<0.01%-4913F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,028$52.4K0Timeline
EPG Wealth Management LLC925$47.1K0.01%+513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC819$41.7K<0.01%+57813F-HRTimeline
CWM, LLCin group CWM, LLC795$41K<0.01%+513F-HRTimelineGroup
WHITTIER TRUST CO785$40K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC753$38.4K0.01%013F-HRTimeline
Bullock Wealth Management Group747$38.2K0.02%-38313F-HRTimeline
Hanson & Doremus Investment Management613$31K<0.01%013F-HRTimeline
Coston, McIsaac & Partners612$31K0.01%new13F-HRTimeline
MAI Capital Management572$29.1K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources562$28.6K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC552$28.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc524$26.7K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC500$25.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC485$24.8K<0.01%-513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC451$23K<0.01%new13F-HRTimeline
Larson Financial Group LLC392$20K<0.01%-6113F-HRTimeline
Sage Mountain Advisors LLC392$20K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.387$19.7K0.01%+313F-HRTimeline
LANARK FINANCIAL, INC.375$19K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC341$17.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management328$16.7K<0.01%+313F-HRTimelineGroup
BOKF, NAin group BOKF, NA298$15.2K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC250$12.7K0.01%-1313F-HRTimeline
Hexagon Capital Partners LLC247$12.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc237$12.1K<0.01%+213F-HRTimeline
GAMMA Investing LLC190$9.68K<0.01%new13F-HR/ATimeline
Blue Trust, Inc.163$8.29K<0.01%-313F-HRTimeline
Capital A Wealth Management, LLC100$5.09K0.01%+8013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO97$4.94K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…83$4.23K<0.01%-6313F-HRTimelineGroup
Nova Wealth Management, Inc.83$4.23K<0.01%new13F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…81$4.13K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC75$3.82K<0.01%-1,16513F-HRTimeline
Key Financial Inc73$3.72K<0.01%013F-HRTimeline
MATHER GROUP, LLC.70$3.57K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/66$3.36K<0.01%013F-HRTimelineGroup
Allworth Financial LP55$2.79K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC56$2K<0.01%-20013F-HRTimeline
Activest Wealth Management38$1.94K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC38$1.91K<0.01%+113F-HRTimeline
PFG Private Wealth Management, LLC36$1.83K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners29$1.48K<0.01%013F-HRTimelineGroup
Robbins Farley27$1.38K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.15K<0.01%013F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC22$1.12K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.20$1.02K<0.01%013F-HRTimeline