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Disclosery

FUTY FIDELITY COVINGTON TRUST

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MSCI UTILS INDEX (fund)

232 managers (234 13F filers) reported a position in FUTY shares at 2025-06-30, 17,796,390 shares in all. 39 filers opened a position and 16 filers sold out during the quarter.

Managers
232
13F filers
234
New
39
Added
96
Reduced
57
Sold out
16
Shares held by filers
17,796,390

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,795,631$463M0.04%+171,75413F-HRTimelineGroup
AE Wealth Management LLC873,184$45.9M0.34%+1,92613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.745,001$39.2M0.07%+166,03713F-HR/ATimelineGroup
LPL Financial LLC606,961$31.9M0.01%+66,65013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC574,513$30.2M0.16%+61,48413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding429,675$22.6M+62,898Timeline
COMMONWEALTH EQUITY SERVICES, LLC383,892$20.2M0.03%+13,10613F-HRTimeline
Mariner, LLCin group Mariner, LLC353,039$18.6M0.03%+335,46913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY346,248$18.2M<0.01%+46,55213F-HRTimelineGroup
Cambridge Investment Research Advisors,…304,328$16M0.05%+25,78813F-HRTimeline
Estate Counselors, LLC268,885$14.1M1.39%+172,15013F-HRTimeline
NorthCoast Asset Management LLC200,752$10.6M0.05%+151,24413F-HRTimeline
Gimbal Financial168,867$8.88M5.46%new13F-HRTimeline
HighTower Advisors, LLC162,385$8.54M0.01%-88,69013F-HRTimeline
IFG Advisory, LLC149,700$7.87M0.4%+1,84313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC118,415$6.23M0.12%+7,05713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC101,584$5.34M<0.01%-2,98913F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD94,719$4.98M0.02%+7,90013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,158$4.74M<0.01%-1,62713F-HRTimelineGroup
Valmark Advisers, Inc.90,030$4.74M0.07%-86613F-HRTimeline
UBS Group AGin group UBS Group AG86,534$4.55M<0.01%+18,02613F-HRTimelineGroup
SWEENEY & MICHEL, LLC82,997$4.41M1.57%+2,21513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,542$4.08M<0.01%+3,35813F-HRTimelineGroup
Richard C. Young & CO., LTD.74,586$3.92M0.39%-21713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.74,306$3.91M0.88%-1,66213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC66,763$3.51M0.33%-2,25313F-HRTimeline
Steward Partners Investment Advisory, L…65,486$3.44M0.03%+59,96713F-HRTimeline
Modern Wealth Management, LLC65,200$3.43M0.09%+41313F-HR/ATimeline
NewEdge Advisors, LLC64,625$3.4M0.02%+1,15913F-HRTimeline
Waverly Advisors, LLC61,900$3.26M0.04%+1,17813F-HRTimeline
LifePlan Investment Advisors, Inc.58,687$3.09M1.53%-54913F-HRTimeline
Beaumont Financial Advisors, LLC58,017$3.05M0.22%-70813F-HRTimeline
Grey Ledge Advisors, LLC54,636$2.87M0.7%+33513F-HRTimeline
Sowell Financial Services LLC52,017$2.74M0.11%+46,81013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC50,344$2.65M1.35%+48513F-HRTimeline
SIMON QUICK ADVISORS, LLC50,219$2.64M0.13%new13F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$2.63M<0.01%new13F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC46,425$2.44M1.67%+24,35013F-HRTimeline
Maltin Wealth Management, Inc.46,378$2.44M1.1%+1,78713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,610$2.4M<0.01%+5,06613F-HRTimelineGroup
Cetera Investment Advisers45,142$2.37M<0.01%+5,55013F-HRTimeline
Dynamic Advisor Solutions LLC43,413$2.28M0.07%-54213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,908$2.2M<0.01%+26,08813F-HRTimelineGroup
Yoder Wealth Management, Inc.41,617$2.19M1.14%+2,06813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC41,304$2.17M0.17%+84113F-HRTimeline
Orion Porfolio Solutions, LLC35,625$1.87M0.02%+2,34913F-HR/ATimeline
Archer Investment Management, LLC35,559$1.87M1.36%+1,07613F-HRTimeline
MML INVESTORS SERVICES, LLC35,431$1.86M0.01%+60513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.34,041$1.79M0.22%-4,15013F-HRTimeline
Lifeworks Advisors, LLC33,187$1.75M0.26%-36713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,785$1.72M0.01%-4,57413F-HRTimeline
FMR LLCin group FMR LLC31,466$1.66M<0.01%-6,92613F-HRTimelineGroup
Sigma Planning Corp30,925$1.63M0.05%-2,92113F-HRTimeline
Full Sail Capital, LLC30,569$1.61M0.09%-32213F-HRTimeline
Heck Capital Advisors, LLC27,940$1.47M0.13%+24413F-HRTimeline
Capital Investment Advisory Services, L…27,446$1.44M0.12%+1,00713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV24,210$1.27M0.55%+67013F-HRTimeline
J.W. COLE ADVISORS, INC.23,984$1.26M0.03%+7,40613F-HRTimeline
Jaffetilchin Investment Partners, LLC23,959$1.26M0.08%-6613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,591$1.24M<0.01%-20413F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV22,974$1.21M1.1%+2313F-HRTimeline
NWAM LLC21,539$1.19M0.07%013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,547$1.19M<0.01%+11,77613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,706$1.14M0.06%+28513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,511$1.13M<0.01%+6,72413F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,804$1.09M<0.01%+4,32313F-HR/ATimelineGroup
RFG Advisory, LLC19,319$1.02M0.02%+5,21813F-HRTimeline
HARBOUR INVESTMENTS, INC.18,565$977K0.02%+38713F-HRTimeline
Atria Wealth Solutions, Inc.18,234$961K0.02%-80113F-HRTimeline
Elite Financial, Inc.16,634$935K0.46%-1,21213F-HRTimeline
Crossmark Global Holdings, Inc.17,277$909K0.01%013F-HRTimeline
Maxele Advisors, LLC16,896$889K0.78%+33413F-HRTimeline
Axecap Investments, LLC16,868$887K0.58%+3,14513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,745$881K0.06%new13F-HRTimelineGroup
Prairie Wealth Advisors, Inc.16,711$879K0.38%+30713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,198$852K0.02%+22213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,031$843K0.02%new13F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.15,880$835K0.25%-6113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,728$827K<0.01%-15,67913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,060$792K0.02%+3,12913F-HRTimelineGroup
Arkadios Wealth Advisors14,648$770K0.02%-68,70613F-HRTimeline
Emerald Advisors, LLC13,915$732K0.09%new13F-HRTimeline
Wilmington Savings Fund Society, FSB13,623$717K0.01%+3,65513F-HRTimeline
LYNCH & ASSOCIATES/IN13,605$716K0.14%+26213F-HRTimeline
Smith Salley Wealth Management13,599$715K0.04%+6513F-HRTimeline
Elevated Capital Advisors, LLC13,881$707K0.2%013F-HRTimeline
CW Advisors, LLC13,380$704K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc13,247$697K0.27%+60813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,175$693K0.02%+1,00313F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC12,851$678K0.12%-2013F-HRTimeline
Private Advisor Group, LLC12,400$652K<0.01%-9,76613F-HRTimeline
Snowden Capital Advisors LLC12,373$651K0.02%-47313F-HRTimeline
Sunbelt Securities, Inc.13,328$650K0.06%+26013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,259$645K<0.01%-3,03313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,235$644K0.01%-70,28813F-HRTimelineGroup
Mascoma Wealth Management LLC11,565$608K0.14%-1,83213F-HRTimeline
Demars Financial Group, LLC11,284$594K0.23%-563,11313F-HRTimeline
Independent Advisor Alliance11,279$593K0.02%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,576$590K0.11%-37613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST11,134$586K0.06%+1,07013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,000$579K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,831$570K0.03%+6,03913F-HRTimeline
Global Financial Private Client, LLC10,326$543K0.2%+2,83413F-HRTimeline
Beck Bode, LLC9,946$523K0.09%-5,53413F-HRTimeline
STABLEFORD CAPITAL II LLC9,124$497K0.19%013F-HRTimeline
Exchange Capital Management, Inc.9,242$486K0.07%-25913F-HRTimeline
AlphaCore Capital LLC9,235$486K0.02%new13F-HRTimeline
Strategic Blueprint, LLC8,934$470K0.02%new13F-HRTimeline
VICUS CAPITAL8,869$466K0.04%+86813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,824$464K0.03%new13F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC7,958$440K0.21%-37113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,205$432K<0.01%-67,47613F-HRTimelineGroup
FLC Capital Advisors8,128$428K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,984$420K<0.01%-3413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,905$417K<0.01%+7013F-HRTimeline
Claris Financial LLC7,893$415K0.31%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,639$402K0.03%+9213F-HRTimeline
Accel Wealth Management7,583$399K0.13%+4013F-HRTimeline
VCI Wealth Management LLC7,494$394K0.14%+53213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,305$384K<0.01%+2,64513F-HRTimelineGroup
CX Institutional7,143$376K0.01%+3,44613F-HR/ATimeline
Ellis Investment Partners, LLC7,112$374K0.07%+4113F-HRTimeline
Independence Financial Advisors, LLC7,076$372K0.14%+113F-HRTimeline
Galvin, Gaustad & Stein, LLC7,000$368K0.03%-30013F-HRTimeline
WBH ADVISORY INC6,884$362K0.03%+5813F-HRTimeline
Centennial Wealth Advisory LLC6,636$351K0.11%-47213F-HRTimeline
Ballew Advisors, Inc6,562$346K0.21%-58913F-HRTimeline
BLAIR WILLIAM & CO/IL6,222$327K<0.01%-26413F-HRTimeline
Sovran Advisors, LLC6,247$327K0.03%+60013F-HRTimeline
Everstar Asset Management, LLC6,100$321K0.2%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,110$320K<0.01%+3,22013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC6,077$320K0.06%-12613F-HRTimeline
KDK Private Wealth Management, LLC5,777$304K0.32%-24413F-HRTimeline
Advisor Resource Council5,660$298K0.15%new13F-HRTimeline
Janney Montgomery Scott LLC5,632$296K<0.01%-10513F-HRTimeline
Kingsview Wealth Management, LLC5,540$291K<0.01%+8713F-HRTimeline
MIdWestOne Financial Group, Inc.5,500$289K0.04%013F-HRTimeline
Advisory Services Network, LLC5,235$289K<0.01%-79,37613F-HRTimeline
Rossby Financial, LCC5,388$283K0.11%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,992$263K<0.01%-7,76613F-HRTimelineGroup
BKM Wealth Management, LLC4,960$261K0.1%013F-HRTimeline
Fortis Advisors, LLC4,943$260K0.17%+1313F-HRTimeline
Pathway Financial Advisers, LLC4,898$258K0.08%+17913F-HRTimeline
Stone House Investment Management, LLC4,815$253K0.05%new13F-HRTimeline
Avalon Trust Co4,600$242K0.02%new13F-HRTimeline
Aspetuck Financial Management LLC4,485$236K0.18%new13F-HRTimeline
Sanctuary Advisors, LLC4,466$235K<0.01%-30713F-HRTimeline
Summit Financial, LLC4,397$231K0.01%-48913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT4,382$231K0.08%+3713F-HRTimeline
D.B. Root & Company, LLC4,377$230K0.07%013F-HRTimeline
D.A. DAVIDSON & CO.4,308$227K<0.01%+36213F-HRTimeline
Geneos Wealth Management Inc.4,297$226K0.01%-4,43313F-HRTimeline
Marotta Asset Management4,132$217K0.04%new13F-HRTimeline
COMERICA BANK4,052$213K<0.01%+76213F-HRTimeline
Purkiss Capital Advisors LLC4,044$213K0.12%new13F-HRTimeline
Northside Capital Management, LLC3,990$210K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,951$208K<0.01%new13F-HR/ATimelineGroup
HRT FINANCIAL LP3,854$202K<0.01%new13F-HRTimeline
ROGCO, LP3,495$184K0.07%013F-HRTimeline
CoreCap Advisors, LLC3,225$170K0.01%+88513F-HRTimeline
Qube Research & Technologies Ltd2,791$147K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,724$143K<0.01%+1,02013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,060$108K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.1,743$91.7K0.07%+1,66013F-HRTimeline
Federation des caisses Desjardins du Qu…1,593$83.8K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC1,517$79.8K0.01%013F-HRTimeline
Roxbury Financial LLC1,394$73.3K0.07%+913F-HRTimeline
Global Retirement Partners, LLC1,377$72.4K<0.01%13F-HRTimeline
EASTERN BANK1,330$70K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,300$68.4K<0.01%013F-HRTimeline
IFP Advisors, Inc1,171$61.6K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,079$56.8K<0.01%+26013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,028$54.1K0Timeline
EPG Wealth Management LLC931$49K0.01%+613F-HRTimeline
CWM, LLCin group CWM, LLC800$42K<0.01%+513F-HRTimelineGroup
WHITTIER TRUST CO785$41.3K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC753$39.6K0.01%013F-HRTimeline
IMG Wealth Management, Inc.639$33.6K0.03%new13F-HRTimeline
Coston, McIsaac & Partners616$32K0.01%+413F-HRTimeline
Hanson & Doremus Investment Management613$32K<0.01%013F-HRTimeline
ORG Partners LLC600$31.7K0.01%new13F-HRTimeline
MAI Capital Management586$30.8K<0.01%+1413F-HRTimeline
Briaud Financial Planning Inc582$30K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO566$29.8K<0.01%-56513F-HRTimelineGroup
Sound Income Strategies, LLC552$29K<0.01%013F-HRTimeline
Versant Capital Management, Inc524$27.6K<0.01%013F-HRTimeline
Hilltop National Bank495$26K0.01%13F-HRTimeline
Farther Finance Advisors, LLC485$25.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC414$21.8K<0.01%-3713F-HRTimeline
Larson Financial Group LLC395$20.8K<0.01%+313F-HRTimeline
Sage Mountain Advisors LLC392$20.6K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.390$20.5K0.01%+313F-HRTimeline
LANARK FINANCIAL, INC.375$19K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC341$17.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$17.4K<0.01%+213F-HRTimelineGroup
Capital A Wealth Management, LLC417$17K0.19%+31713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…290$15.3K<0.01%+20713F-HRTimelineGroup
HighMark Wealth Management LLC250$13.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc238$12.5K<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\203$10.7K<0.01%new13F-HRTimelineGroup