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 234 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $923 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
4,377
shares
|
$230,974
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
4,345
shares
|
$229,285
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,160
shares
|
$219,523
0.01% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
4,132
shares
|
$218,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,990
shares
|
$210,552
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,946
shares
|
$208,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
3,495
shares
|
$184,431
0.07% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,290
shares
|
$173,613
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,170
shares
|
$167,280
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,890
shares
|
$152,505
0.0% of portfolio
|
Q1 2025
Added 350.16%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,769
shares
|
$146,120
0.0% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,340
shares
|
$123,481
0.01% of portfolio
|
Q1 2025
Reduced 43.76%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,111
shares
|
$111,397
0.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
1,743
shares
|
$91,978
0.07% of portfolio
|
Q2 2025
Added 2000.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,704
shares
|
$89,920
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,517
shares
|
$80,052
0.01% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,394
shares
|
$73,561
0.07% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,300
shares
|
$68,601
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,171
shares
|
$61,793
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,131
shares
|
$59,682
0.0% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
925
shares
|
$48,812
0.01% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
828
shares
|
$43,693
0.01% of portfolio
|
Q4 2023
Added 5.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
819
shares
|
$43,218
0.0% of portfolio
|
Q1 2025
Added 239.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
795
shares
|
$41,952
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
785
shares
|
$41,424
0.0% of portfolio
|
Q2 2022
Reduced 21.5%
|