Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF inkluderar Beaumont Financial Advisors, LLC, Elm3 Financial Group, LLC, Mcrae Capital Management Inc, CI Private Wealth, LLC, Park Avenue Securities Llc, Federation des caisses Desjardins du Quebec, Signature Resources Capital Management, LLC, SRS Capital Advisors, Inc., Atlantic Union Bankshares Corp, Hartland & Co., LLC, Legend Financial Advisors, Inc., Moser Wealth Advisors, LLC, AlphaCore Capital LLC, Financial Gravity Companies, Inc., Chapman Financial Group, Llc, och Golden State Wealth Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 31 567 | 0,34 | 2 046 | 15,60 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 922 | 60 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 | 26,32 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3 342 | 217 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21 192 | 1 373 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 67 249 | 15,96 | 4 | 33,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38 103 | 2 | ||||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 16 805 | 1,22 | 1 089 | 16,60 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 16 816 | 0,17 | 1 090 | 15,36 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 727 | 38,21 | 47 | 62,07 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 68 | 4 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 557 | 24,33 | 36 | 44,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 604 | 0,17 | 39 | 18,18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 592 | 15,31 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 26 237 | 21,59 | 1 700 | 40,03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 186 | 0,25 | 77 | 15,15 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32 244 | 2,19 | 2 090 | 17,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 595 | 14,42 | 103 | 32,05 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 363 | 24 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 375 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 428 311 | 5,45 | 27 759 | 21,48 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 783 | 25,87 | 310 | 45,07 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 123 933 | 11,17 | 8 032 | 28,08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 679 | 0,30 | 44 | 13,16 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119 757 | 7,28 | 7 761 | 23,58 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 650 | 0,35 | 625 | 15,74 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 106 462 | 0,17 | 6 878 | 15,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 184 383 | 0,93 | 11 950 | 16,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 163 | 0,31 | 270 | 15,45 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 25 292 | 3,74 | 1 639 | 19,55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 642 | 1,53 | 236 | 17,41 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 807 | 312 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 70 285 | 7,73 | 4 555 | 24,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46 461 | 0,14 | 2 614 | −4,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 200 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20 710 | 155,90 | 1 342 | 194,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 164 073 | 8,88 | 10 634 | 25,42 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 128 | 8 | ||||||
| 2025-08-08 | 13F | Creative Planning | 10 702 | 43,79 | 694 | 65,79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48 305 | 150 853,12 | 3 131 | 312 900,00 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 46 | 3 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 283 | 18 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23 978 | 1,48 | 1 554 | 16,85 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 113 | 202 | ||||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 76 265 | 5,20 | 4 943 | 21,19 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 228 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90 418 | 35,70 | 6 | 66,67 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 361 | 243,93 | 542 | 297,79 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 15 964 | 10,53 | 1 035 | 27,34 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 400 | 26 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 382 346 | 9,42 | 89 590 | 26,05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10 338 | 15,61 | 670 | 33,20 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 632 275 | 10,62 | 40 978 | 27,43 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 624 | 40 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 171 | 11 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 163 | 185,96 | 11 | 233,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 817 | 0,11 | 183 | 15,19 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 599 | 1,03 | 817 | 16,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11 009 | 0,20 | 714 | 15,53 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 181 | 0,05 | 271 | 14,89 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 194 911 | 4,60 | 12 632 | 20,50 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 491 | 15,54 | 291 | 33,49 | ||||
| 2025-07-18 | 13F | Vicus Capital | 289 689 | 4,39 | 18 775 | 20,25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16 225 | 3,85 | 1 052 | 19,70 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19 342 | 12,11 | 1 254 | 29,18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 867 729 | 4,49 | 121 048 | 20,37 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 903 | 1,99 | 896 | 17,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 721 | 306 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 334 | 22 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 18 037 | 0,51 | 1 169 | 15,76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 74 709 | 3,55 | 4 842 | 19,27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 43 000 | 2 787 | ||||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 3 116 | 202 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 920 | 1 423,22 | 319 | 1 666,67 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4 166 | 1,21 | 270 | 16,45 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 49 | 3 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 443 | 275,11 | 2 556 | 332,49 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 977 | 31,91 | 387 | 52,36 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2 484 280 | 22,67 | 161 | 42,48 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 098 | 0 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 510 | 5,49 | 552 | 21,63 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 19 815 | 12,19 | 1 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 4 845 | 11,56 | 314 | 28,69 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 | 1 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 162 | 10 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 43 008 | 24,61 | 2 787 | 43,59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 428 | 28 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 58 636 | 0,18 | 3 800 | 15,43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 189 | 26,85 | 12 | 50,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 19 406 | 2,09 | 1 258 | 17,59 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 21 409 | 7,40 | 1 388 | 23,73 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7 263 | 471 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 28 557 | 1 851 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 151 | 10 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 26 029 | 40,68 | 1 687 | 62,12 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6 650 | 41,19 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 58 061 | 2,03 | 3 763 | 17,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 184 | 1 166,76 | 595 | 1 316,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 265 779 | 5,26 | 17 | 21,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 241 133 | 32,54 | 15 628 | 52,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 49 361 | 0,57 | 3 199 | 15,86 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 256 | 10,61 | 401 | 35,02 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 280 | 1,21 | 277 | 16,88 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 65 963 | 44,84 | 4 275 | 66,86 |
