Institutional Ownership Fidelity Covington Tr Msci Uti (FUTY)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Uti (FUTY). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
34,041
shares
|
$1.95 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
34,008
shares
|
$1.95 Million
0.27% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,276
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
32,785
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
31,995
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,716
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
30,136
shares
|
$1.73 Million
0.13% of portfolio
|
Q4 2025
Added 4.72%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
29,801
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
28,675
shares
|
$1.64 Million
1.09% of portfolio
|
Q3 2025
Reduced 38.23%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
27,904
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
27,688
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
25,928
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 60.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
24,906
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
24,653
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2025
Added 1.57%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
23,389
shares
|
$1.34 Million
1.13% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
22,106
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,784
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 44.1%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
20,127
shares
|
$1.15 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
20,015
shares
|
$1.15 Million
0.33% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
19,195
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,069
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
18,969
shares
|
$1.09 Million
0.92% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
18,822
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
18,708
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2025
Reduced 60.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,234
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.21%
|
|