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 247 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $959 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,623,877
shares
|
$481 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
873,184
shares
|
$48.7 Million
0.39% of portfolio
|
Q2 2025
Added 0.22%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
606,961
shares
|
$33.9 Million
0.01% of portfolio
|
Q2 2025
Added 12.34%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
574,513
shares
|
$32 Million
0.12% of portfolio
|
Q2 2025
Added 11.98%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
403,215
shares
|
$22.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.36%
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
383,892
shares
|
$21.4 Million
0.03% of portfolio
|
Q2 2025
Added 3.53%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
362,114
shares
|
$20.2 Million
0.09% of portfolio
|
Q1 2025
Added 9.27%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
304,328
shares
|
$17 Million
0.05% of portfolio
|
Q2 2025
Added 9.26%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
299,696
shares
|
$16.7 Million
0.0% of portfolio
|
Q1 2025
Added 33.36%
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
268,885
shares
|
$15 Million
3.78% of portfolio
|
Q2 2025
Added 177.96%
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
168,867
shares
|
$9.42 Million
5.46% of portfolio
|
Q2 2025
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
162,385
shares
|
$9.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.32%
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
149,700
shares
|
$8.35 Million
0.41% of portfolio
|
Q2 2025
Added 1.25%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
118,415
shares
|
$6.61 Million
0.13% of portfolio
|
Q2 2025
Added 6.34%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
110,800
shares
|
$6.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.44%
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
101,584
shares
|
$5.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
94,719
shares
|
$5.28 Million
0.02% of portfolio
|
Q2 2025
Added 9.1%
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
92,552
shares
|
$5.16 Million
1.78% of portfolio
|
Q3 2024
Added 19.98%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
91,785
shares
|
$5.12 Million
0.0% of portfolio
|
Q1 2025
Added 50.46%
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
90,030
shares
|
$5.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
84,611
shares
|
$4.72 Million
0.09% of portfolio
|
Q1 2025
Added 2.84%
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
82,997
shares
|
$4.63 Million
1.57% of portfolio
|
Q2 2025
Added 2.74%
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
74,586
shares
|
$4.16 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
74,306
shares
|
$4.14 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
74,184
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2025
Added 46.71%
|