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Disclosery

FUTY FIDELITY COVINGTON TRUST

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MSCI UTILS INDEX (fund)

Filings received so far for Q3 2026: 31 13F filers report a position in FUTY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
TRAPHAGEN INVESTMENT ADVISORS LLC551,387$28.1M1.93%+101,84413F-HRTimeline
Northside Capital Management, LLC168,685$8.61M0.69%+33,22613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.80,561$4.11M0.67%+58413F-HRTimeline
Maltin Wealth Management, Inc.73,509$3.75M1.23%+1,62113F-HRTimeline
Yoder Wealth Management, Inc.50,188$2.56M0.97%+5,42013F-HRTimeline
Wealth Alliance Advisory Group, LLC37,661$1.92M0.27%-4,23013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,215$1.19M0.02%+1,64013F-HRTimeline
Dynamic Advisor Solutions LLC23,186$1.18M0.03%+1,93913F-HRTimeline
Farther Finance Advisors, LLC19,732$1.01M0.01%-213F-HRTimeline
LYNCH & ASSOCIATES/IN17,200$878K0.13%+1,23813F-HRTimeline
Galvin, Gaustad & Stein, LLC15,560$794K0.06%+8,31013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,791$785K<0.01%-1,56413F-HRTimeline
Signal Advisors Wealth, LLC12,661$646K0.03%+8,23813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC12,386$638K0.18%-130,74713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,375$632K0.01%-31613F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST11,990$612K0.06%+55213F-HRTimeline
Heck Capital Advisors, LLC10,820$552K0.03%+5,26113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,294$479K0.07%-54813F-HRTimeline
Independence Financial Advisors, LLC8,421$430K0.11%-8,80713F-HRTimeline
Ballew Advisors, Inc6,182$319K0.16%+113F-HRTimeline
Crane Advisory, LLC5,441$281K0.04%+3013F-HRTimeline
Accel Wealth Management5,370$274K0.06%+2313F-HRTimeline
Marotta Asset Management4,143$212K0.04%013F-HRTimeline
CoreCap Advisors, LLC3,258$166K<0.01%+5813F-HRTimeline
Roxbury Financial LLC2,029$104K0.08%+41313F-HRTimeline
CX Institutional1,231$63K<0.01%+413F-HRTimeline
Hilltop National Bank495$25.3K0.01%013F-HRTimeline
Versant Capital Management, Inc224$11.4K<0.01%013F-HRTimeline
GAMMA Investing LLC190$9.7K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC97$4.95K<0.01%013F-HRTimeline
MATHER GROUP, LLC.70$3.57K<0.01%013F-HRTimeline