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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 2026-03-31, 20,438,508 shares in all. 45 filers opened a position and 38 filers sold out during the quarter.

Managers
257
13F filers
260
New
45
Added
108
Reduced
69
Sold out
38
Shares held by filers
20,438,508

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/9,170,828$542M0.04%+77,71013F-HRTimelineGroup
AE Wealth Management LLC1,688,841$99.8M0.54%+317,47713F-HRTimeline
LPL Financial LLC845,116$49.9M0.01%+92,27813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC570,556$33.7M0.13%-27,07513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding557,342$32.9M+66,769Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.478,355$28.3M0.04%-233,42813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC410,170$24.2M0.03%-20013F-HRTimeline
Cambridge Investment Research Advisors,…400,224$23.6M0.06%+59,20013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC397,291$23.5M1.9%+328,82713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY367,010$21.7M<0.01%+5,06913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC364,705$21.5M0.03%+10,76213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC346,509$20.5M0.01%+56,02613F-HRTimelineGroup
HighTower Advisors, LLC295,629$17.5M0.02%+96,34313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC270,720$16M<0.01%+16,43513F-HR/ATimelineGroup
Cetera Investment Advisers250,627$14.8M0.02%+57,65713F-HRTimeline
Independence Financial Advisors, LLC194,038$11.5M3.44%-6,05613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC141,953$8.39M0.14%+10,77013F-HRTimelineGroup
Northside Capital Management, LLC139,939$8.27M0.73%+19,46113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD101,306$5.98M0.03%-109,26213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC100,531$5.94M<0.01%-14813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd97,657$5.77M0.07%-19313F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC94,325$5.57M3.9%+65,65013F-HRTimeline
SWEENEY & MICHEL, LLC90,613$5.42M1.59%+1,61713F-HRTimeline
Valmark Advisers, Inc.91,376$5.4M0.06%+24113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.77,296$4.57M0.82%+6,49813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75,906$4.48M<0.01%+83213F-HRTimelineGroup
Steward Partners Investment Advisory, L…75,182$4.44M0.02%+3,63713F-HRTimeline
NewEdge Advisors, LLC73,751$4.36M0.02%+4,90113F-HR/ATimeline
Richard C. Young & CO., LTD.73,694$4.35M0.36%+47113F-HRTimeline
Maltin Wealth Management, Inc.71,207$4.21M1.61%+14,49813F-HRTimeline
UBS Group AGgroup of 2 filers holding66,111$3.91M-31,585Timeline
KINGSWOOD WEALTH ADVISORS, LLC65,440$3.87M0.18%-85,35913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,091$3.55M<0.01%+5,95713F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…59,414$3.51M0.01%-40,98713F-HRTimelineGroup
LifePlan Investment Advisors, Inc.59,262$3.5M1.38%-1,74913F-HRTimeline
Targeted Financial Services LLC57,118$3.37M2.77%+9,11013F-HRTimeline
Grey Ledge Advisors, LLC55,846$3.3M0.74%+75813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV55,802$3.3M<0.01%+14,39213F-HRTimeline
Q3 Asset Management55,766$3.29M0.8%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp54,605$3.23M<0.01%+31,68613F-HRTimelineGroup
FMR LLCin group FMR LLC54,340$3.21M<0.01%+13,38613F-HRTimelineGroup
Beaumont Financial Advisors, LLC53,356$3.15M0.22%+1,15913F-HRTimeline
SIMON QUICK ADVISORS, LLC52,284$3.09M0.14%+1,22813F-HRTimeline
Yoder Wealth Management, Inc.48,013$2.84M1.29%-20613F-HRTimeline
Estate Counselors, LLC47,200$2.79M0.25%-25,77513F-HRTimeline
Sigma Planning Corp43,685$2.58M0.07%+67713F-HRTimeline
Wealth Alliance Advisory Group, LLC42,458$2.51M0.4%+6,31013F-HRTimeline
Lifeworks Advisors, LLC40,667$2.4M0.31%+2,76913F-HRTimeline
Orion Porfolio Solutions, LLC36,639$2.16M0.02%-7,68113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,972$2.12M<0.01%+3,31213F-HRTimelineGroup
NorthCoast Asset Management LLC33,411$1.97M0.05%-137,36313F-HRTimeline
Capital Investment Advisory Services, L…32,942$1.95M0.14%+2,80613F-HRTimeline
High Point Wealth Management, LLC31,228$1.84M1.78%+2,86013F-HRTimeline
Bellwether Advisors, LLC30,473$1.8M0.31%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.28,919$1.71M0.2%+6,00913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,406$1.68M<0.01%+4,93613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,900$1.65M<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.27,317$1.61M0.02%+6,57713F-HRTimeline
Arax Advisory Partners27,066$1.6M0.05%+43913F-HRTimeline
MML INVESTORS SERVICES, LLC25,946$1.53M<0.01%-10,61713F-HRTimeline
Elevated Capital Advisors, LLC25,704$1.52M0.38%-2,21613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,782$1.46M<0.01%+3,64013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC24,053$1.42M0.08%-60013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV23,653$1.4M1.2%+62913F-HRTimeline
NWAM LLC22,173$1.31M0.08%+6713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,787$1.29M0.03%+45713F-HR/ATimeline
Emerald Advisors, LLC21,741$1.28M0.16%+3,48013F-HRTimeline
Independent Advisor Alliance20,285$1.2M0.01%+10,56813F-HRTimeline
ROMAN BUTLER FULLERTON & CO19,527$1.18M0.32%+5113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …19,876$1.17M0.06%+90213F-HRTimelineGroup
Farther Finance Advisors, LLC19,636$1.17M0.01%+11,13913F-HRTimeline
Dynamic Advisor Solutions LLC19,627$1.16M0.04%+91913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,453$1.09M<0.01%-1,63013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,811$1.05M0.01%+42713F-HRTimelineGroup
Elite Financial, Inc.17,759$1.05M0.47%+42513F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.01M0.44%013F-HRTimelineAmount filed as zero, left out of ratios.
LANARK FINANCIAL, INC.17,170$1.01M0.08%+16,78513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,502$969K<0.01%+3,55913F-HRTimelineGroup
Glass Jacobson Investment Advisors llc15,794$933K0.32%+1,17813F-HRTimeline
Arkadios Wealth Advisors15,284$903K0.01%-8713F-HRTimeline
LYNCH & ASSOCIATES/IN15,043$889K0.17%+76113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,889$880K-68Timeline
MONEY CONCEPTS CAPITAL CORP14,333$847K0.05%+7,06213F-HRTimeline
Smith Salley Wealth Management13,635$805K0.04%+17013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,590$803K0.02%-3,17113F-HRTimelineGroup
SYKON CAPITAL LLC13,210$780K0.26%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,033$779K<0.01%-41713F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,089$773K0.19%-1,66113F-HRTimeline
Modern Wealth Management, LLC12,981$771K0.01%-4,66313F-HRTimeline
Sunbelt Securities, Inc.13,024$769K0.05%+5913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,732$752K0.02%-41813F-HRTimelineGroup
Western Wealth Management, LLC12,423$734K0.03%+6,71613F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC11,967$727K0.11%-29913F-HRTimeline
PFG Advisors11,929$705K0.03%-7,33513F-HRTimeline
Kovack Advisors, Inc.11,908$704K0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,886$702K0.02%+80013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,664$689K<0.01%-4,06413F-HRTimelineGroup
Merit Financial Group, LLC11,559$683K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,529$681K<0.01%+2,56013F-HRTimelineGroup
Snowden Capital Advisors LLC11,455$677K0.02%-16513F-HRTimeline
Mascoma Wealth Management LLC11,350$670K0.14%-6,49613F-HRTimeline
Global Financial Private Client, LLC11,180$660K0.22%+20913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST10,886$643K0.06%+43113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,760$636K0.01%-64113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC10,347$611K0.03%-65213F-HRTimeline
CWM, LLCin group CWM, LLC10,206$603K<0.01%+5,47313F-HRTimelineGroup
VICUS CAPITAL10,105$597K0.04%+8013F-HRTimeline
Demars Financial Group, LLC9,890$584K0.19%-1513F-HRTimeline
Sovran Advisors, LLC9,667$584K0.05%+1,87013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,743$576K0.01%+48913F-HRTimelineGroup
Sanctuary Advisors, LLC9,284$548K<0.01%-23613F-HRTimeline
AlphaCore Capital LLC9,239$546K0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,985$531K0.03%+83113F-HRTimeline
Centennial Wealth Advisory LLC8,737$516K0.12%+1,09313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,671$513K<0.01%+6,49813F-HR/ATimelineGroup
Trail Ridge Investment Advisors, LLC8,407$497K0.22%-32913F-HRTimeline
Advisory Services Network, LLC8,287$489K0.01%+1,96813F-HRTimeline
FLC Capital Advisors8,128$480K0.09%013F-HRTimeline
STABLEFORD CAPITAL II LLC8,069$477K0.18%-79213F-HRTimeline
Claris Financial LLC7,893$466K0.26%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,864$465K<0.01%-3113F-HRTimelineGroup
Engineers Gate Manager LP7,860$464K0.01%new13F-HRTimeline
Jacobs Equity LLC7,761$458K0.41%+1,74413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,743$457K0.04%+5,29413F-HRTimelineGroup
Ellis Investment Partners, LLC7,521$444K0.08%+34213F-HRTimeline
Aspetuck Financial Management LLC7,246$428K0.29%+1,46013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,100$419K<0.01%new13F-HRTimeline
WBH ADVISORY INC6,995$415K0.03%+10413F-HRTimeline
Galvin, Gaustad & Stein, LLC7,000$413K0.03%013F-HRTimeline
Rossmore Private Capital6,899$408K0.04%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,846$404K0.15%+1,00813F-HRTimeline
Zinnia Wealth Advisory, LLC6,715$397K0.44%-80913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,709$396K<0.01%+2,07613F-HRTimelineGroup
Nova Wealth Management, Inc.6,399$378K0.25%+2,21913F-HRTimeline
Ballew Advisors, Inc6,109$371K0.21%-14413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,300$370K<0.01%+97413F-HRTimelineGroup
Asset One Wealth Management LLC6,289$365K0.04%013F-HRTimeline
Everstar Asset Management, LLC6,100$360K0.19%013F-HRTimeline
Creative Planningin group Creative Planning5,952$352K<0.01%+1,46913F-HRTimelineGroup
Empirical Asset Management, LLC5,878$347K0.09%new13F-HRTimeline
BLAIR WILLIAM & CO/IL5,710$337K<0.01%-12313F-HRTimeline
Heck Capital Advisors, LLC5,635$333K0.02%-22,26913F-HRTimeline
KDK Private Wealth Management, LLC5,550$328K0.3%-413F-HRTimeline
Traynor Capital Management, Inc.5,462$323K0.02%-4013F-HRTimeline
Crane Advisory, LLC5,384$322K0.05%013F-HRTimeline
OpenArc Corporate Advisory, LLC5,409$320K<0.01%-10413F-HRTimeline
D.A. DAVIDSON & CO.5,400$319K<0.01%+23313F-HRTimeline
Lloyd Advisory Services, LLC.5,355$316K0.09%new13F-HRTimeline
Kingdom Financial Group LLC.5,355$316K0.09%+4013F-HRTimeline
Elevation Wealth Management LLC5,339$315K0.29%new13F-HRTimeline
Accel Wealth Management5,326$315K0.08%-2,31313F-HRTimeline
Realta Investment Advisors5,165$305K0.11%new13F-HRTimeline
Janney Montgomery Scott LLC5,075$300K<0.01%-14113F-HRTimeline
&PARTNERS5,010$296K<0.01%new13F-HRTimeline
Beck Bode, LLC4,951$292K0.05%-1,86813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,863$287K0.05%+27313F-HRTimeline
Live Oak Investment Partners4,806$284K0.17%-7013F-HRTimeline
BKM Wealth Management, LLC4,800$284K0.1%-14913F-HRTimeline
Pathway Financial Advisers, LLC4,750$281K0.08%+6213F-HRTimeline
Quantinno Capital Management LP4,646$274K<0.01%new13F-HRTimeline
Private Advisor Group, LLC4,480$265K<0.01%-1313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV4,461$263K0.12%+513F-HRTimeline
HOLDERNESS INVESTMENTS CO4,421$261K0.05%new13F-HRTimeline
Meridian Wealth Management, LLC4,420$261K0.01%new13F-HRTimeline
D.B. Root & Company, LLC4,377$259K0.06%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,216$249K<0.01%+2,18813F-HRTimelineGroup
Marotta Asset Management4,143$246K0.05%013F-HRTimeline
Geneos Wealth Management Inc.4,122$243K0.01%-1713F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC4,056$240K0.21%new13F-HRTimeline
Westhampton Capital, LLC3,995$236K0.11%new13F-HRTimeline
Integrated Wealth Concepts LLC3,870$229K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,845$227K<0.01%+3,61813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC3,769$223K0.01%new13F-HRTimeline
Purkiss Capital Advisors LLC3,712$219K0.1%+1413F-HRTimeline
VCI Wealth Management LLC3,707$219K0.06%-2,81413F-HRTimeline
Summit Financial, LLC3,682$217K<0.01%-58013F-HRTimeline
Pathfinder Wealth Consulting, Inc.3,620$214K0.14%new13F-HRTimeline
HBW ADVISORY SERVICES LLC3,525$208K0.02%new13F-HRTimeline
ROGCO, LP3,495$206K0.07%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,484$206K0.03%new13F-HRTimeline
HOGE FINANCIAL SERVICES, LLC3,453$204K0.11%-18313F-HRTimeline
CoreCap Advisors, LLC3,261$193K0.01%+1813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,294$136K<0.01%+59513F-HRTimeline
IFP Advisors, Inc2,062$122K<0.01%+613F-HRTimeline
Cassaday & Co Wealth Management LLC2,000$118K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,710$101K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC1,649$97.4K0.01%-6513F-HRTimeline
Roxbury Financial LLC1,480$87.4K0.08%+2113F-HRTimeline
Avalon Trust Co1,400$82.7K0.01%013F-HRTimeline
CX Institutional1,361$80K<0.01%-2413F-HRTimeline
GHP Investment Advisors, Inc.1,300$76.8K<0.01%013F-HRTimeline
MAI Capital Management1,232$72.8K<0.01%+20713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,176$69.5K<0.01%-2813F-HRTimelineGroup
EPG Wealth Management LLC1,036$61.2K0.02%+513F-HRTimeline
Holos Integrated Wealth LLC1,000$59.7K0.03%new13F-HRTimeline
Qube Research & Technologies Ltd799$47.2K<0.01%-59013F-HRTimeline
Rossby Financial, LCC768$45.6K0.01%+23513F-HRTimeline
FIRST HORIZON CORP757$44.7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp692$40.9K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding688$40.6K0Timeline