Skip to content
Disclosery

FUTY FIDELITY COVINGTON TRUST

Follow

MSCI UTILS INDEX (fund)

223 managers (225 13F filers) reported a position in FUTY shares at 2025-09-30, 18,704,545 shares in all. 27 filers opened a position and 29 filers sold out during the quarter.

Managers
223
13F filers
225
New
27
Added
104
Reduced
57
Sold out
29
Shares held by filers
18,704,545

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/9,084,792$513M0.04%+289,16113F-HR/ATimelineGroup
AE Wealth Management LLC1,041,815$58.8M0.38%+168,63113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.793,681$44.4M0.06%+48,68013F-HRTimelineGroup
LPL Financial LLC676,241$38.2M0.01%+69,28013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC596,541$33.7M0.14%+22,02813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding454,783$25.7M+25,108Timeline
COMMONWEALTH EQUITY SERVICES, LLC386,449$21.8M0.03%+2,55713F-HRTimeline
Mariner, LLCin group Mariner, LLC372,304$21M0.03%+19,26513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY347,720$19.6M<0.01%+1,47213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…313,397$17.7M0.05%+9,06913F-HRTimeline
Estate Counselors, LLC269,095$15.2M1.3%+21013F-HRTimeline
Independence Financial Advisors, LLC192,868$10.9M3.32%+185,79213F-HRTimeline
NorthCoast Asset Management LLC192,555$10.9M0.04%-8,19713F-HRTimeline
HighTower Advisors, LLC181,677$10.3M0.01%+19,29213F-HRTimeline
IFG Advisory, LLC152,042$8.59M0.39%+2,34213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC147,303$8.32M0.5%+105,99913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC135,748$7.67M<0.01%+34,16413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC120,338$6.8M0.12%+1,92313F-HRTimelineGroup
Northside Capital Management, LLC118,343$6.68M0.61%+114,35313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD104,371$5.89M0.03%+9,65213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,000$5.65M<0.01%+50,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,703$5.52M<0.01%+7,54513F-HRTimelineGroup
Cetera Investment Advisers97,112$5.48M0.01%+51,97013F-HRTimeline
Valmark Advisers, Inc.91,976$5.19M0.07%+1,94613F-HRTimeline
SWEENEY & MICHEL, LLC84,042$4.9M1.65%+1,04513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC83,304$4.7M<0.01%+5,76213F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.74,649$4.22M0.88%+34313F-HRTimeline
Richard C. Young & CO., LTD.73,630$4.16M0.39%-95613F-HRTimeline
UBS Group AGin group UBS Group AG73,160$4.13M<0.01%-13,37413F-HRTimelineGroup
Steward Partners Investment Advisory, L…71,398$4.03M0.02%+5,91213F-HRTimeline
NewEdge Advisors, LLC64,638$3.65M0.02%+1313F-HRTimeline
LifePlan Investment Advisors, Inc.60,325$3.41M1.43%+1,63813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC60,194$3.4M0.29%-6,56913F-HRTimeline
Waverly Advisors, LLC57,656$3.26M0.03%-4,24413F-HRTimeline
Grey Ledge Advisors, LLC57,572$3.25M0.74%+2,93613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,725$3.2M<0.01%+14,81713F-HRTimelineGroup
Beaumont Financial Advisors, LLC52,232$2.95M0.2%-5,78513F-HRTimeline
SIMON QUICK ADVISORS, LLC51,119$2.89M0.13%+90013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,019$2.88M<0.01%+42,81413F-HRTimelineGroup
Maltin Wealth Management, Inc.48,741$2.75M1.14%+2,36313F-HRTimeline
Dynamic Advisor Solutions LLC47,739$2.7M0.08%+4,32613F-HRTimeline
Sowell Financial Services LLC47,580$2.69M0.1%-4,43713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,603$2.63M0.01%new13F-HRTimelineGroup
Yoder Wealth Management, Inc.44,911$2.54M1.2%+3,29413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,193$2.5M<0.01%+31,93413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,016$2.43M<0.01%-2,59413F-HRTimelineGroup
Orion Porfolio Solutions, LLC40,730$2.3M0.02%+5,10513F-HRTimeline
FMR LLCin group FMR LLC38,466$2.17M<0.01%+7,00013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC34,068$1.92M0.01%-1,36313F-HRTimeline
Lifeworks Advisors, LLC34,008$1.92M0.26%+82113F-HRTimeline
Sigma Planning Corp31,995$1.81M0.05%+1,07013F-HRTimeline
Full Sail Capital, LLC29,801$1.68M0.09%-76813F-HRTimeline
Capital Investment Advisory Services, L…28,779$1.63M0.13%+1,33313F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC28,675$1.62M1.03%-17,75013F-HRTimeline
Heck Capital Advisors, LLC28,226$1.59M0.12%+28613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,688$1.56M<0.01%+4,09713F-HRTimelineGroup
Modern Wealth Management, LLC25,928$1.46M0.03%-39,27213F-HRTimeline
J.W. COLE ADVISORS, INC.24,906$1.41M0.03%+92213F-HRTimeline
Jaffetilchin Investment Partners, LLC24,271$1.37M0.08%+31213F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV23,389$1.32M1.13%+41513F-HRTimeline
NWAM LLC22,106$1.31M0.07%+56713F-HR/ATimeline
ROMAN BUTLER FULLERTON & CO20,127$1.17M0.31%new13F-HRTimeline
Elevated Capital Advisors, LLC20,015$1.13M0.28%+6,13413F-HRTimeline
HARBOUR INVESTMENTS, INC.19,195$1.08M0.02%+63013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,069$1.08M<0.01%-1,73513F-HRTimelineGroup
Maxele Advisors, LLC18,969$1.07M0.92%+2,07313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …18,822$1.06M0.13%+2,07713F-HR/ATimelineGroup
PFG Advisors18,184$1.03M0.04%new13F-HRTimeline
Elite Financial, Inc.17,334$1M0.46%+70013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,282$976K0.02%+1,08413F-HRTimeline
Crossmark Global Holdings, Inc.17,277$975K0.01%013F-HRTimeline
Axecap Investments, LLC17,134$968K0.6%+26613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,820$950K0.02%+1,76013F-HRTimelineGroup
Prairie Wealth Advisors, Inc.16,518$933K0.38%-19313F-HRTimeline
Emerald Advisors, LLC16,279$919K0.12%+2,36413F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,846$895K0.24%-3413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,732$888K<0.01%-5,77913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,542$878K0.06%-6,16413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,232$860K0.02%new13F-HRTimelineGroup
Arkadios Wealth Advisors14,633$826K0.02%-1513F-HRTimeline
LYNCH & ASSOCIATES/IN14,552$822K0.16%+94713F-HRTimeline
Smith Salley Wealth Management13,497$762K0.04%-10213F-HRTimeline
Independent Advisor Alliance13,340$753K0.02%+2,06113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,098$740K0.02%-7713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc13,011$735K0.27%-23613F-HRTimeline
Sunbelt Securities, Inc.12,926$730K0.05%-40213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,111$684K0.01%-12413F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC11,653$676K0.11%-1,19813F-HRTimeline
Mascoma Wealth Management LLC11,567$653K0.14%+213F-HRTimeline
Snowden Capital Advisors LLC11,343$641K0.02%-1,03013F-HRTimeline
Demars Financial Group, LLC11,158$630K0.22%-12613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,057$624K0.03%+22613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,587$617K<0.01%+2,68213F-HRTimeline
Global Financial Private Client, LLC10,849$613K0.22%+52313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,651$601K0.02%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST9,285$524K0.05%-1,84913F-HRTimeline
AlphaCore Capital LLC9,236$522K0.02%+113F-HRTimeline
STABLEFORD CAPITAL II LLC9,080$513K0.19%-4413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,822$495K<0.01%+2,71213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC8,407$475K<0.01%+1,10213F-HRTimelineGroup
FLC Capital Advisors8,179$462K0.09%+5113F-HRTimeline
Farther Finance Advisors, LLC8,096$457K0.01%+7,61113F-HRTimeline
Beck Bode, LLC8,054$455K0.07%-1,89213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,004$452K<0.01%+2013F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC7,988$451K0.2%+3013F-HRTimeline
Claris Financial LLC7,893$446K0.25%013F-HRTimeline
Sovran Advisors, LLC7,447$432K0.04%+1,20013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,609$430K0.03%-3013F-HRTimeline
Accel Wealth Management7,602$429K0.12%+1913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC7,545$426K0.23%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,505$424K0.03%-1,31913F-HRTimelineGroup
Centennial Wealth Advisory LLC7,152$404K0.11%+51613F-HRTimeline
Ellis Investment Partners, LLC7,152$404K0.07%+4013F-HRTimeline
Galvin, Gaustad & Stein, LLC7,000$395K0.03%013F-HRTimeline
Rossmore Private Capital6,899$390K0.04%new13F-HRTimeline
WBH ADVISORY INC6,888$389K0.03%+413F-HRTimeline
Ballew Advisors, Inc6,251$371K0.21%-31113F-HRTimeline
VCI Wealth Management LLC6,546$370K0.11%-94813F-HRTimeline
BLAIR WILLIAM & CO/IL6,233$352K<0.01%+1113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,200$350K<0.01%-4,80013F-HRTimeline
Everstar Asset Management, LLC6,100$344K0.2%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,044$341K0.11%-5,53213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV6,022$340K0.13%-18,18813F-HRTimeline
Aspetuck Financial Management LLC5,735$324K0.22%+1,25013F-HRTimeline
Traynor Capital Management, Inc.5,700$322K0.02%new13F-HRTimeline
Rossby Financial, LCC5,654$322K0.11%+26613F-HRTimeline
KDK Private Wealth Management, LLC5,656$319K0.32%-12113F-HRTimeline
Sanctuary Advisors, LLC5,561$314K<0.01%+1,09513F-HR/ATimeline
Janney Montgomery Scott LLC5,516$312K<0.01%-11613F-HRTimeline
MIdWestOne Financial Group, Inc.5,500$311K0.04%013F-HRTimeline
D.A. DAVIDSON & CO.5,332$301K<0.01%+1,02413F-HRTimeline
Qube Research & Technologies Ltd5,221$295K<0.01%+2,43013F-HRTimeline
Advisory Services Network, LLC5,187$293K<0.01%-4813F-HRTimeline
BKM Wealth Management, LLC4,960$280K0.1%013F-HRTimeline
Creative Planningin group Creative Planning4,788$270K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.4,755$269K0.01%+45813F-HRTimeline
Pathway Financial Advisers, LLC4,689$264K0.08%-20913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,505$254K0.04%-1,57213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,471$252K<0.01%new13F-HRTimelineGroup
D.B. Root & Company, LLC4,377$247K0.06%013F-HRTimeline
Summit Financial, LLC4,375$247K<0.01%-2213F-HRTimeline
Western Wealth Management, LLC4,303$243K0.01%new13F-HRTimeline
Marotta Asset Management4,143$236K0.04%+1113F-HRTimeline
VICUS CAPITAL4,088$231K0.02%-4,78113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT3,993$225K0.07%-38913F-HRTimeline
Purkiss Capital Advisors LLC3,885$219K0.1%-15913F-HRTimeline
Nova Wealth Management, Inc.3,858$218K0.15%+2,11513F-HRTimeline
HOGE FINANCIAL SERVICES, LLC3,718$210K0.12%new13F-HRTimeline
COMERICA BANK3,657$207K<0.01%-39513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,646$206K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,579$202K<0.01%new13F-HRTimelineGroup
ROGCO, LP3,495$197K0.07%013F-HRTimeline
CoreCap Advisors, LLC3,106$175K0.01%-11913F-HRTimeline
SIMPLEX TRADING, LLC3,093$174K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,886$163K<0.01%+2,08613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,740$155K<0.01%+1613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,150$121K0.01%+9013F-HRTimeline
Federation des caisses Desjardins du Qu…2,047$116K<0.01%+45413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,750$98.8K<0.01%+67113F-HRTimeline
Glen Eagle Advisors, LLC1,714$96.8K0.01%+19713F-HRTimeline
Roxbury Financial LLC1,440$81.3K0.08%+4613F-HRTimeline
CX Institutional1,413$80K<0.01%-5,73013F-HRTimeline
Avalon Trust Co1,400$79.1K0.01%-3,20013F-HRTimeline
GHP Investment Advisors, Inc.1,300$73.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,179$66.6K<0.01%-19813F-HRTimeline
IFP Advisors, Inc1,171$66.1K<0.01%013F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding1,028$58.1K0Timeline
EPG Wealth Management LLC1,026$57.9K0.02%+9513F-HRTimeline
WHITTIER TRUST CO785$45.1K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC753$42.5K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp692$39.1K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC657$38K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO667$37.7K<0.01%+10113F-HR/ATimelineGroup
IMG Wealth Management, Inc.639$36.1K0.02%013F-HRTimeline
Coston, McIsaac & Partners621$35K0.01%+513F-HRTimeline
Hanson & Doremus Investment Management613$35K<0.01%013F-HRTimeline
Sound Income Strategies, LLC552$32.3K<0.01%013F-HRTimeline
MAI Capital Management572$32.3K<0.01%-1413F-HRTimeline
Versant Capital Management, Inc524$29.6K<0.01%013F-HRTimeline
Larson Financial Group LLC506$28.6K<0.01%+11113F-HRTimeline
Hilltop National Bank495$28K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC414$23.8K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC392$22.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.375$21.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…369$20.8K<0.01%+35513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC341$19.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management332$18.8K<0.01%+213F-HRTimelineGroup
HighMark Wealth Management LLC310$17.5K0.01%+6013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…279$15.8K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\258$14.6K<0.01%+5513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.257$14.5K<0.01%+23413F-HRTimelineGroup
Blue Trust, Inc.250$14.1K<0.01%+9413F-HRTimeline
AdvisorNet Financial, Inc240$13.5K<0.01%+213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…214$12.1K<0.01%-7613F-HRTimelineGroup
GAMMA Investing LLC190$10.7K<0.01%013F-HRTimeline
Signature Resources Capital Management,…182$10.3K0.01%013F-HRTimeline
Nemes Rush Group LLC151$8.5K<0.01%+4113F-HRTimeline
Key Financial Inc124$7.06K<0.01%013F-HRTimeline
Clearstead Advisors, LLC111$6.27K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC113$6K<0.01%new13F-HRTimelineGroup