FUTY — Fidelity Covington Trust Institutional Holders · Q3 2026
Who owns Fidelity Covington Trust (FUTY)? 14 institutions reported holding $8.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Conrad Siegel Investment Advisors, Inc. ($4.1M), Farther Finance Advisors, LLC ($1.0M), Galvin, Gaustad & Stein, LLC ($794,338).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Conrad Siegel Investment Advisors, Inc. | $4.1M | 80,561 | Added |
| 2 | Farther Finance Advisors, LLC | $1.0M | 19,732 | Trimmed |
| 3 | Galvin, Gaustad & Stein, LLC | $794,338 | 15,560 | Added |
| 4 | AVAII WEALTH MANAGEMENT, LLC | $638,150 | 12,386 | Trimmed |
| 5 | AMERICAN NATIONAL BANK & TRUST | $612,089 | 11,990 | Added |
| 6 | FINANCIAL MANAGEMENT NETWORK INC | $478,819 | 9,294 | Trimmed |
| 7 | Independence Financial Advisors, LLC | $429,891 | 8,421 | Trimmed |
| 8 | Ballew Advisors, Inc | $318,512 | 6,182 | Added |
| 9 | Marotta Asset Management | $211,500 | 4,143 | Hold |
| 10 | CoreCap Advisors, LLC | $166,360 | 3,258 | Added |
| 11 | Roxbury Financial LLC | $103,592 | 2,029 | Added |
| 12 | CX Institutional | $63,000 | 1,231 | Added |
| 13 | Versant Capital Management, Inc | $11,435 | 224 | Hold |
| 14 | GAMMA Investing LLC | $9,700 | 190 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30