Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Low Volatility Factor ETF inkluderar Strategic Blueprint, LLC, Security Financial Services, INC., Strategic Advocates LLC, Regatta Capital Group, Llc, Citizens Financial Group Inc/ri, Savvy Advisors, Inc., MTM Investment Management, LLC, Briaud Financial Planning, Inc, Abound Wealth Management, Twin Peaks Wealth Advisors, LLC, Maseco Llp, Atlantic Union Bankshares Corp, Sandy Spring Bank, Concord Wealth Partners, Beacon Capital Management, LLC, Russell Investments Group, Ltd., Colonial Trust Advisors, och Dogwood 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 14 750 | 0,14 | 926 | 3,81 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 74 355 | 12,88 | 4 670 | 16,93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 071 | 67 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 034 | 4,82 | 944 | 8,63 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8 153 | 0,97 | 512 | 4,70 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 722 | 0 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 80 838 | 91,48 | 5 077 | 98,36 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 9 | 1 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 529 | 33 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 5 494 | 0,05 | 345 | 3,92 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 4 727 | 0,36 | 297 | 3,86 | ||||
| 2025-07-15 | 13F | Maseco Llp | 374 | 23 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 291 | 18 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 172 247 | 2,56 | 10 817 | 6,25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 024 | 88,90 | 378 | 95,85 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 7 578 | 476 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 461 | 217 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 881 | 2 350,68 | 683 | 2 526,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 436 | 19,45 | 27 | 22,73 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 374 | 0,05 | 400 | 4,44 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 7 779 | 489 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6 607 | 16,28 | 415 | 20,35 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2 228 | 0,36 | 140 | 3,73 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 291 | 18 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 26 095 | 6,30 | 1 639 | 10,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 509 | 1,08 | 786 | 4,67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 360 | 211 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 70 | 4 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 994 | 0,30 | 62 | 3,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 75 | 5 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14 494 | 910 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 279 | 8,52 | 520 | 12,34 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2 124 | 494,96 | 133 | 504,55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49 645 | 4,39 | 3 118 | 8,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 700 | 233,33 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 919 | 58 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 329 | 209 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 3 594 | 2,02 | 226 | 5,63 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 165 902 | 1,36 | 10 419 | 5,00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 3 518 | 0,23 | 221 | 3,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 443 513 | 9,54 | 27 853 | 13,48 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 068 | 0,24 | 632 | 3,95 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 33 953 | 1,90 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 73 282 | 17,87 | 4 602 | 22,13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 833 | 1 371 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 264 | 42,70 | 17 | 45,45 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 8 249 | 6,66 | 518 | 10,68 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 587 | 8,04 | 225 | 11,94 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 043 | 1,67 | 317 | 5,33 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 817 | 0,39 | 114 | 4,59 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 9 157 | 2,88 | 579 | 14,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 26 | 2 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 8 493 | 0,41 | 533 | 3,29 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 19 688 | 5,94 | 1 236 | 9,77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 160 | 0,56 | 136 | 3,85 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 057 | 0,38 | 318 | 3,93 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 196 | 6,06 | 515 | 9,83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 44 | 76,00 | 3 | 100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 346 284 | 7,32 | 21 747 | 11,18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 49 455 | 159,61 | 3 106 | 169,06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 387 | 25 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 777 | 14,84 | 991 | 18,99 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 387 | 109,02 | 150 | 115,94 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 193 | 12 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 14 128 | 2,97 | 887 | 6,74 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 6 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 20 897 | 0,00 | 1 312 | 3,63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 772 | 48 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 27 794 | 0,34 | 1 745 | 3,93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 511 | 14,44 | 220 | 18,92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 176 211 | 49,47 | 11 066 | 54,86 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 314 733 | 3,08 | 19 765 | 6,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 104 585 | 1,84 | 6 568 | 5,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 143 | 197,92 | 9 | 300,00 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 11 004 | 691 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 581 | 10,51 | 539 | 14,47 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 236 209 | 0,29 | 14 834 | 3,89 |
