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 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
41,304
shares
|
$2.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
35,559
shares
|
$1.98 Million
1.36% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
35,431
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
34,041
shares
|
$1.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,276
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
33,187
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
32,785
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,716
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
30,925
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
30,569
shares
|
$1.71 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
27,940
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
27,446
shares
|
$1.53 Million
0.13% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
24,210
shares
|
$1.35 Million
0.56% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,984
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Added 44.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
23,959
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
23,591
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
22,974
shares
|
$1.28 Million
1.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
22,547
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 109.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,784
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 44.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
21,706
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
21,539
shares
|
$1.2 Million
0.1% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,511
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 45.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,804
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 26.23%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
20,638
shares
|
$1.15 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
19,617
shares
|
$1.09 Million
0.68% of portfolio
|
Q1 2025
Added 340.04%
|