Who Owns FIDELITY COVINGTON TRUST (FUTY)? -- Institutional Holders (2026-06-30)
291 institutions reported holding $1.11B of FIDELITY COVINGTON TRUST (FUTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($402.2M), AE Wealth Management LLC ($109.0M), LPL Financial LLC ($50.7M), OSAIC HOLDINGS, INC. ($46.4M), Lido Advisors, LLC ($32.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $402.2M | 6.9M | Trimmed |
| 2 | AE Wealth Management LLC | $109.0M | 1.9M | Added |
| 3 | LPL Financial LLC | $50.7M | 867,808 | Added |
| 4 | OSAIC HOLDINGS, INC. | $46.4M | 793,095 | Added |
| 5 | Lido Advisors, LLC | $32.2M | 551,566 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $32.1M | 549,769 | Trimmed |
| 7 | TRAPHAGEN INVESTMENT ADVISORS LLC | $26.3M | 449,543 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $24.5M | 419,958 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $24.3M | 416,333 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $23.4M | 399,807 | Trimmed |
| 11 | MORGAN STANLEY | $21.9M | 374,744 | Added |
| 12 | Mariner, LLC | $20.0M | 341,739 | Trimmed |
| 13 | HighTower Advisors, LLC | $17.3M | 296,955 | Added |
| 14 | Cetera Investment Advisers | $16.7M | 285,680 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $11.4M | 196,486 | Trimmed |
| 16 | IFG Advisory, LLC | $9.1M | 156,107 | New |
| 17 | Quadrature Capital Ltd | $9.1M | 155,914 | Added |
| 18 | Apollon Wealth Management, LLC | $8.8M | 151,028 | Added |
| 19 | AVAII WEALTH MANAGEMENT, LLC | $8.4M | 143,133 | New |
| 20 | Northside Capital Management, LLC | $7.9M | 135,459 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $6.1M | 104,260 | Added |
| 22 | AGF MANAGEMENT LTD | $6.0M | 103,050 | Added |
| 23 | Kovitz Investment Group Partners, LLC | $5.7M | 97,905 | Added |
| 24 | Valmark Advisers, Inc. | $5.4M | 92,191 | Added |
| 25 | SWEENEY & MICHEL, LLC | $5.4M | 95,020 | Added |
Source: SEC Form 13F filings · as of 2026-06-30