FENY - Fidelity Covington Trust - Fidelity MSCI Energy Index ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
US ˙ ARCA ˙ US3160924029

Grundläggande statistik
Institutionella ägare 209 total, 209 long only, 0 short only, 0 long/short - change of −5,83% MRQ
Genomsnittlig portföljallokering 0.1348 % - change of −0,23% MRQ
Institutionella aktier (lång) 17 793 301 (ex 13D/G) - change of −3,79MM shares −17,57% MRQ
Institutionellt värde (lång) $ 365 066 USD ($1000)
Institutionellt ägande och aktieägare

Fidelity Covington Trust - Fidelity MSCI Energy Index ETF (US:FENY) har 209 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,793,301 aktier. Största aktieägare inkluderar Lido Advisors, LLC, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Agf Management Ltd, LPL Financial LLC, HighTower Advisors, LLC, Yarbrough Capital, LLC, Northwestern Mutual Wealth Management Co, Bnp Paribas Arbitrage, Sa, and Soundwatch Capital LLC .

Fidelity Covington Trust - Fidelity MSCI Energy Index ETF (ARCA:FENY) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 17, 2025 is 24,90 / share. Previously, on September 18, 2024, the share price was 24,14 / share. This represents an increase of 3,15% over that period.

FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-21 13F Ameritas Advisory Services, LLC 21 178 −31,88 497 −36,33
2025-08-14 13F Full Sail Capital, LLC 48 673 24,61 1 141 14,44
2025-07-14 13F Sweeney & Michel, Llc 14 839 −6,13 365 10,94
2025-08-14 13F Mercer Global Advisors Inc /adv 0 −100,00 0
2025-08-05 13F Mountain Hill Investment Partners Corp. 492 0,82 12 −8,33
2025-08-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 50 0,00 1 0,00
2025-08-14 13F Visionary Wealth Advisors 0 −100,00 0
2025-08-12 13F Jacobi Capital Management LLC 108 231 0,74 2 538 −7,51
2025-08-14 13F Snowden Capital Advisors LLC 26 151 −13,41 613 −20,49
2025-07-14 13F Park Avenue Securities Llc 102 600 2
2025-08-04 13F Creative Financial Designs Inc /adv 4 838 0,06 113 −8,13
2025-08-06 13F Able Wealth Management LLC 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 600 000 111 011,11 14 070 108 130,77
2025-08-14 13F Stifel Financial Corp 105 054 −2,92 2 464 −10,89
2025-08-14 13F Fmr Llc 74 017 −98,68 1 736 −98,79
2025-08-08 13F IMA Wealth, Inc. 1 501 0,00 35 −7,89
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-05-15 13F Centric Wealth Management 0 −100,00 0 −100,00
2025-08-01 13F Envestnet Asset Management Inc 1 222 648 427,53 28 671 384,23
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 1 821 0,00 43 −8,70
2025-07-31 13F/A Avion Wealth 798 0,00 0
2025-08-14 13F Susquehanna International Group, Llp Call 33 800 53,64 793 40,93
2025-08-14 13F Susquehanna International Group, Llp 14 152 −74,12 332 −76,31
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 8 634 202
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-12 13F Atlas Capital Advisors Llc 11 566 −52,94 271 −56,85
2025-07-17 13F Wolff Wiese Magana Llc 77 0,00 2 0,00
2025-05-09 13F Delta Financial Group, Inc. 8 325 0
2025-07-18 13F Founders Capital Management 593 0,00 14 −13,33
2025-08-07 13F Allworth Financial LP 1 244 0,00 29 3,57
2025-07-16 13F Fischer Financial Services, Inc. 11 911 −8,26 279 −15,71
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-07-08 13F Heartwood Wealth Advisors LLC 9 409 0,00 221 −8,33
2025-08-12 13F Pathstone Holdings, LLC 0 −100,00 0
2025-07-31 13F Brighton Jones Llc 9 158 215
2025-08-12 13F Proequities, Inc. 0 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 65 0,00 2 0,00
2025-07-23 13F Pillar Financial Advisors, LLC 50 0,00 1 0,00
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-08-12 13F Strategic Advisors LLC 19 832 −1,30 465 −9,36
2025-07-29 13F Stratos Wealth Advisors, LLC 49 468 −5,91 1 160 −13,63
2025-08-14 13F Sunbelt Securities, Inc. 107 370 36,91 2 560 27,76
2025-08-05 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2025-07-17 13F/A Capital Investment Advisors, LLC 26 898 −4,90 631 −12,74
2025-05-15 13F/A Orion Portfolio Solutions, LLC 8 144 208
2025-07-24 13F Galvin, Gaustad & Stein, LLC 17 033 −3,52 399 −11,53
2025-05-14 13F Evergreen Wealth Solutions, LLC 0 −100,00 0
2025-07-17 13F CWA Asset Management Group, LLC 16 452 386
2025-08-08 13F Pnc Financial Services Group, Inc. 1 639 26,08 38 15,15
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-13 13F Financial Freedom, LLC 27 958 0,90 656 −7,36
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-06 13F Aspetuck Financial Management LLC 69 486 −0,54 1 629 −8,69
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 267 576 21,38 6 275 11,40
2025-07-30 13F Financial Perspectives, Inc 57 116 4,21 1 339 −4,36
2025-08-14 13F GWM Advisors LLC 157 595 3,55 3 696 −4,96
2025-07-31 13F CAP Partners, LLC 15 982 −3,34 375 −11,37
2025-08-08 13F Foundations Investment Advisors, LLC 10 281 241
2025-07-22 13F Yoder Wealth Management, Inc. 107 851 2,76 2 529 −5,67
2025-08-12 13F Steward Partners Investment Advisory, Llc 109 025 571,58 2 557 517,39
2025-04-16 13F/A Western Wealth Management, LLC 0 −100,00 0
2025-07-30 13F Brookstone Capital Management 8 707 −24,54 204 −30,61
2025-08-12 13F Jpmorgan Chase & Co 73 598 16,37 1 726 6,81
2025-07-16 13F/A CX Institutional 39 −97,91 0
2025-07-16 13F Signature Resources Capital Management, LLC 525 12
2025-07-29 13F Stratos Wealth Partners, LTD. 12 000 −3,54 281 −11,36
2025-08-13 13F KDK Private Wealth Management, LLC 25 237 −2,67 592 −10,73
2025-07-30 13F Exencial Wealth Advisors, Llc 11 765 0,00 276 −8,33
2025-04-15 13F Focus Financial Network, Inc. 0 −100,00 0
2025-07-30 13F Gables Capital Management Inc. 701 0,00 16 −5,88
2025-07-25 13F Hazlett, Burt & Watson, Inc. 300 0,00 0
2025-08-14 13F Harwood Advisory Group, LLC 0 −100,00 0 −100,00
2025-08-06 13F Agf Management Ltd 897 920 6,81 21 056 −1,97
2025-07-23 13F Clear Creek Financial Management, LLC 0 −100,00 0
2025-05-16 13F Prostatis Group LLC 0 −100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 500 0,00 12 −8,33
2025-04-17 13F Grimes & Company, Inc. 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 425 794 406,73 9 985 365,24
2025-08-14 13F Bank of Marin 26 653 −3,03 625 −10,97
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14 659 0,00 344 −7,30
2025-08-12 13F Accredited Wealth Management, LLC 3 341 14,03 78 5,41
2025-08-14 13F Glenmede Investment Management, LP 353 8
2025-08-14 13F Fiduciary Trust Co 12 010 0,00 282 −8,17
2025-08-08 13F Meridian Wealth Management, LLC 10 993 −0,47 258 −8,87
2025-07-14 13F Toth Financial Advisory Corp 0 −100,00 0
2025-08-13 13F Jones Financial Companies Lllp 17 269 49,87 407 39,86
2025-08-12 13F O'shaughnessy Asset Management, Llc 5 579 310,82 131 282,35
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 126 908 −4,80 3 −33,33
2025-05-09 13F Charles Schwab Investment Management Inc 0 −100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-12 13F Bravias Capital Group, LLC 32 037 9,49 751 0,54
2025-08-05 13F Sigma Planning Corp 19 086 −2,84 448 −10,78
2025-07-29 13F Salomon & Ludwin, LLC 386 0,00 9 0,00
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 0 −100,00 0
2025-08-04 13F Creekmur Asset Management LLC 1 223 0,91 29 −6,67
2025-08-04 13F Spire Wealth Management 296 −74,50 7 −79,31
2025-07-28 13F Kiker Wealth Management, LLC 2 008 66 833,33 47
2025-07-08 13F Nbc Securities, Inc. 2 972 −42,77 0
2025-08-01 13F Vision Financial Markets Llc 102 0,99 2 0,00
2025-08-14 13F UBS Group AG 74 981 −75,21 1 758 −77,25
2025-08-13 13F EverSource Wealth Advisors, LLC 379 0,80 9 −11,11
2025-08-12 13F Inscription Capital, LLC 0 −100,00 0
2025-07-21 13F Pflug Koory, LLC 490 0,00 11 −8,33
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 64 860 2,34 1 521 −6,11
2025-07-29 13F Activest Wealth Management 39 2,63 1
2025-07-10 13F Charter Oak Capital Management, LLC 13 966 −5,04 327 −12,80
2025-07-28 13F Harbour Investments, Inc. 12 998 −28,11 305 −34,06
2025-08-14 13F Kovitz Investment Group Partners, LLC 40 425 −21,94 948 −28,42
2025-08-12 13F CIBC Private Wealth Group, LLC 89 1,14 2 100,00
2025-08-14 13F Toroso Investments, LLC 54 669 1 282
2025-08-19 13F Advisory Services Network, LLC 52 495 −77,07 1 265 −78,39
2025-08-13 13F Natixis Advisors, L.p. 33 543 0,10 1
2025-08-14 13F Citadel Advisors Llc 66 343 −21,01 1 556 −27,51
2025-08-14 13F Tudor Investment Corp Et Al 255 728 5 997
2025-08-14 13F Wells Fargo & Company/mn 465 306 −9,70 10 911 −17,12
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-12 13F Guerra Advisors Inc 252 077 58,95 5 911 45,91
2025-08-14 13F Raymond James Financial Inc 46 257 −6,11 1 085 −13,83
2025-08-13 13F Cutler Capital Management, LLC 270 509 2,66 6 343 −5,78
2025-04-23 13F VisionPoint Advisory Group, LLC 0 −100,00 0
2025-05-21 13F/A Geneos Wealth Management Inc. 65 2
2025-07-24 13F IFP Advisors, Inc 2 822 −37,47 66 −42,61
2025-07-25 13F Cwm, Llc 23 399 −1,93 1
2025-07-30 13F D.a. Davidson & Co. 40 600 −9,36 952 −16,78
2025-07-28 13F Rosenberg Matthew Hamilton 11 394 0,00 267 −8,25
2025-08-11 13F Core Wealth Partners LLC 18 547 0,00 435 −8,25
2025-07-25 13F Atria Wealth Solutions, Inc. 36 596 −16,08 880 −21,10
2025-08-05 13F Lifeworks Advisors, LLC 15 856 18,88 372 9,12
2025-06-30 NP Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares 186 797 −65,67 4 123 −68,86
2025-08-12 13F Global Retirement Partners, LLC 1 475 3,44 35 0,00
2025-05-01 13F High Note Wealth, LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 207 210 −37,21 4 865 −42,35
2025-08-12 13F Archer Investment Corp 952 0,32 22 −8,33
2025-07-18 13F Truist Financial Corp 28 991 −3,29 681 −11,11
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 0 −100,00 0
2025-05-14 13F Capital Analysts, Inc. 0 −100,00 0
2025-08-05 13F Mission Wealth Management, Lp 9 703 0,71 228 −7,72
2025-07-24 13F Court Place Advisors, LLC 11 149 −4,46 261 −12,42
2025-08-14 13F Certified Advisory Corp 0 −100,00 0
2025-08-14 13F Wilkins Miller Wealth Management, LLC 11 811 0,93 277 −7,69
2025-07-18 13F Parsons Capital Management Inc/ri 40 774 0,24 956 −7,99
2025-08-11 13F Aptus Capital Advisors, LLC 410 −42,25 10 −50,00
2025-08-12 13F Soundwatch Capital LLC 482 182 476
2025-07-15 13F Lynch & Associates/in 54 505 2,36 1 278 −6,03
2025-07-11 13F Farther Finance Advisors, LLC 6 831 21 935,48 160
2025-08-05 13F Bank of New York Mellon Corp 135 347 3 174
2025-07-11 13F AA Financial Advisors, LLC 19 118 4,25 448 −4,27
2025-07-07 13F Nova Wealth Management, Inc. 32 −98,61 1 −100,00
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 9 049 −3,80 212 −11,67
2025-08-08 13F Avantax Advisory Services, Inc. 150 940 201,43 3 540 176,70
2025-08-14 13F Mml Investors Services, Llc 8 987 −2,92 0
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 56 482 145,94 1 324 125,94
2025-08-14 13F Brinker Capital Investments, LLC 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 5 715 0,00 134 −8,22
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-31 13F Sage Mountain Advisors LLC 1 200 0,00 28 −6,67
2025-07-09 13F Bank of New Hampshire 279 0,00 7 −14,29
2025-08-14 13F Qube Research & Technologies Ltd 5 219 4 601,80 122 6 000,00
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 5 930 152
2025-08-05 13F EPG Wealth Management LLC 45 532 −2,77 1 068 −10,79
2025-07-24 13F Eastern Bank 0 −100,00 0
2025-08-12 13F MAI Capital Management 5 397 0,00 127 −8,03
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 205 460 3,71 4 818 −4,80
2025-08-11 13F HighTower Advisors, LLC 745 905 −27,02 17 491 −33,02
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 23 137 17,37 556 10,54
2025-04-23 13F PMV Capital Advisers, LLC 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 219 528 1,82 5 148 −6,55
2025-07-22 13F Miracle Mile Advisors, LLC 140 714 10,60 3 300 1,51
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 54 669 1 282
2025-07-30 13F Eqis Capital Management, Inc. 58 568 −8,71 1 373 −16,23
2025-08-05 13F Trail Ridge Investment Advisors, LLC 104 491 −5,62 2 517 −11,00
2025-07-15 13F Yarbrough Capital, LLC 711 695 0,00 16 689 −8,22
2025-07-23 13F Elm3 Financial Group, LLC 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 0 −100,00 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 191 0,00 4 0,00
2025-08-06 13F AE Wealth Management LLC 107 820 12,06 2 528 2,85
2025-08-08 13F Creative Planning 30 700 0,91 720 −7,46
2025-07-15 13F Financial Partners Group, Inc 165 951 −22,86 3 892 −29,20
2025-08-07 13F Traynor Capital Management, Inc. 160 093 −12,36 3 775 −19,12
2025-07-15 13F BCS Wealth Management 8 603 0
2025-08-13 13F Summit Financial, LLC 12 698 −4,87 298 −12,90
2025-08-04 13F Arkadios Wealth Advisors 49 448 5,59 1 160 −3,09
2025-07-11 13F LongView Wealth Management 8 771 206
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 27 223 −7,63 638 −15,27
2025-07-15 13F Cranbrook Wealth Management, LLC 0 −100,00 0
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 692 83,07 16 77,78
2025-07-16 13F American National Bank 27 115 2,62 636 −5,93
2025-07-07 13F Roxbury Financial LLC 24 607 −24,43 577 −28,85
2025-07-03 13F TrueWealth Advisors, LLC 12 527 −1,46 294 −9,57
2025-08-12 13F Nemes Rush Group LLC 0 −100,00 0
2025-07-29 13F Primoris Wealth Advisors, Llc 10 500 246
2025-08-14 13F Investmark Advisory Group LLC 9 435 −1,02 221 −9,05
2025-08-06 13F Atlantic Union Bankshares Corp 100 2
2025-08-13 13F Northwestern Mutual Wealth Management Co 620 754 −15,57 14 557 −22,51
2025-08-05 13F Bank Of Montreal /can/ 70 0,00 2 0,00
2025-08-06 13F Kcm Investment Advisors Llc 173 293 −3,50 4 064 −11,44
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-07-21 13F HighMark Wealth Management LLC 500 0,00 12 −8,33
2025-08-14 13F Comerica Bank 1 603 −59,50 38 −63,37
2025-07-24 13F Bernard Wealth Management Corp. 1 263 0,00 30 −9,37
2025-08-07 13F Addison Advisors LLC 353 0,00 8 −11,11
2025-07-31 13F LJI Wealth Management, LLC 13 770 −5,03 323 −12,97
2025-08-12 13F SRS Capital Advisors, Inc. 775 18
2025-07-15 13F Sheets Smith Wealth Management 40 994 0,00 961 −8,21
2025-04-30 13F Brown Advisory Inc 0 −100,00 0
2025-08-08 13F Wealth Quarterback LLC 80 779 −10,12 1 894 −17,51
2025-08-08 13F Larson Financial Group LLC 2 105 0,29 49 −7,55
2025-08-14 13F Mariner, LLC 79 560 −22,35 1 866 −28,74
2025-07-25 13F LRI Investments, LLC 4 536 0,00 106 −7,83
2025-08-13 13F Russell Investments Group, Ltd. 0 −100,00 0
2025-07-18 13F Vicus Capital 31 056 0,67 728 −7,61
2025-07-17 13F Smith, Salley & Associates 48 442 0,55 1 136 −7,72
2025-08-13 13F Lido Advisors, LLC 1 561 825 4,30 36 625 −4,27
2025-07-23 13F Traphagen Investment Advisors Llc 8 933 0,44 209 −7,93
2025-08-07 13F Hughes Financial Services, LLC 42 0,00 1 −100,00
2025-08-19 13F Asset Dedication, LLC 208 0,00 5 −20,00
2025-08-14 13F EP Wealth Advisors, Inc. 29 610 0,18 694 −8,08
2025-05-12 13F Sandy Spring Bank 100 0,00 3 0,00
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0 −100,00
2025-05-15 13F National Wealth Management Group, LLC 8 167 209
2025-08-14 13F Goldman Sachs Group Inc 11 839 278
2025-08-04 13F Prairie Wealth Advisors, Inc. 26 685 −1,02 626 −9,16
2025-08-13 13F Quadrature Capital Ltd 267 554 392,17 6 274 352,34
2025-08-13 13F Congress Wealth Management LLC / DE / 40 047 22,43 939 12,59
2025-07-14 13F UMA Financial Services, Inc. 606 −18,00 14 −22,22
2025-07-14 13F CRA Financial Services, LLC 9 450 −1,31 222 −9,43
2025-08-01 13F Chilton Capital Management Llc 0 −100,00 0
2025-08-15 13F Morgan Stanley 225 072 −1,90 5 278 −9,98
2025-08-12 13F Integrated Advisors Network LLC 0 −100,00 0
2025-08-12 13F OneAscent Financial Services LLC 23 737 1
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 6 291 0,00 148 −8,12
2025-07-23 13F Valmark Advisers, Inc. 23 440 1,82 550 −6,63
2025-07-17 13F Sound Income Strategies, LLC 35 250,00 1
2025-08-12 13F Eley Financial Management, Inc 174 591 −0,56 4 094 −9,22
2025-07-30 13F VCI Wealth Management LLC 40 728 11,55 955 2,47
2025-07-17 13F Fee-Only Financial Planning, L.C. 11 815 0,00 277 −7,97
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-30 13F Cullen/frost Bankers, Inc. 8 226 909,33 193 860,00
2025-08-12 13F Founders Financial Alliance, LLC 670 0,00 16 −11,76
2025-05-07 13F Evermay Wealth Management Llc 0 −100,00 0 −100,00
2025-08-14 13F Ameriprise Financial Inc 171 746 12,89 4 027 3,98
2025-08-05 13F Simplex Trading, Llc 9 0
2025-08-13 13F WealthTrust Axiom LLC 10 500 0,00 246 −8,21
2025-07-16 13F Beaumont Financial Advisors, LLC 17 577 −6,17 412 −13,81
2025-08-12 13F LPL Financial LLC 774 486 −1,88 18 162 −9,95
2025-08-06 13F Maltin Wealth Management, Inc. 105 128 6,27 2 465 −2,45
2025-08-06 13F Commonwealth Equity Services, Llc 1 421 526 −6,72 33 −13,16
2025-08-14 13F Royal Bank Of Canada 55 665 −11,23 1 305 −18,54
2025-04-21 13F LifeGoal Wealth Advisors 0 −100,00 0
2025-07-16 13F Instrumental Wealth, Llc 8 700 209
2025-07-29 13F Tradewinds Capital Management, LLC 651 0,93 15 −6,25
2025-07-31 13F Glass Jacobson Investment Advisors llc 49 807 −1,40 1 168 −3,07
2025-08-01 13F Rossby Financial, LCC 474 0,00 11 10,00
2025-07-16 13F Castleview Partners, Llc 20 537 8,10 482 −0,82
2025-07-22 13F Mascoma Wealth Management LLC 209 0,00 5 −20,00
2025-08-13 13F Northern Trust Corp 43 821 0,00 1 028 −8,22
2025-08-11 13F Principal Securities, Inc. 23 483 −7,57 551 −9,09
2025-05-20 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-11 13F Citigroup Inc 31 625 −3,54 742 −11,47
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