Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Enhanced Large Cap Growth ETF inkluderar Castleview Partners, Llc, InTrack Investment Management Inc, Summit Wealth Group Llc / Co, Sowell Financial Services LLC, Wealth Enhancement Advisory Services, Llc, Advyzon Investment Management, LLC, Tower Research Capital LLC (TRC), Baron Wealth Management LLC, Quantinno Capital Management LP, Element Wealth, LLC, Charter Capital Management, LLC\DE, Hrt Financial Lp, Fundamentun, Llc, Foronjy Financial Llc, Nations Financial Group Inc, /ia/ /adv, Transcend Wealth Collective, Llc, Goldman Sachs Group Inc, Fisher Asset Management, LLC, Cahill Financial Advisors Inc, och RMB Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | IFG Advisory, LLC | 21 618 | 9,26 | 801 | 28,41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22 225 | 31,19 | 823 | 54,41 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 51 998 | 21,36 | 1 925 | 42,70 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 100 | 17,39 | 300 | 37,79 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13 099 | 4,93 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 006 | 37,93 | 815 | 62,15 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 21 071 | 0,04 | 780 | 17,65 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 801 | 104 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 981 257 | 20,36 | 221 | 41,67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 111 039 | 2,60 | 4 112 | 20,59 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 12 665 | 45,74 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24 561 | 84,70 | 909 | 117,46 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26 372 | 977 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 24 448 | 4,33 | 905 | 22,63 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 24 697 | 90,75 | 915 | 124,57 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 190 632 | 89,46 | 7 059 | 122,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 275 017 | 123,96 | 10 184 | 163,26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 593 | 244 | ||||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 211 326 | 55,32 | 7 825 | 82,61 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 647 | 283 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 634 | 11,58 | 394 | 31,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 979 | 407 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12 282 | 455 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 11 426 | 423 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 072 | 40 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 941 796 | 7,70 | 220 025 | 26,60 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6 044 | 224 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 1 521 | 56 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 550 317 | 15,08 | 20 378 | 35,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 462 | 0,03 | 128 | 18,52 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11 193 | 2,87 | 414 | 21,05 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 11 706 | 46,03 | 433 | 71,83 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7 857 | 291 | ||||||
| 2025-08-08 | 13F | Creative Planning | 42 648 | 0,96 | 1 579 | 18,72 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8 938 | 331 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 10 667 | 0,12 | 395 | 17,61 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 086 | 69,01 | 225 | 99,12 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 153 700 | 128,38 | 5 692 | 168,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 745 | 0,13 | 731 | 17,71 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 19 219 | 13,23 | 712 | 33,15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 651 | 251,10 | 320 | 315,58 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 830 356 | 1 399,41 | 30 748 | 1 663,07 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 182 | 0,13 | 414 | 17,95 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 687 | 313,48 | 62 | 416,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 499 432 | 0,87 | 18 494 | 18,58 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5 822 | 216 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 239 293 | 64,32 | 8 861 | 93,18 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 21 944 | 3,04 | 813 | 21,19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 343 | 124 | ||||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 690 417 | 4,06 | 25 566 | 22,34 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 34 819 | 1 289 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6 336 | 235 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 520 372 | 47,86 | 130 | 75,68 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 7 078 | 0,13 | 270 | 23,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 497 331 | 8,68 | 18 416 | 27,76 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 121 | 42 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 093 | 40 | ||||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 5 700 | 211 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 458 | 424 | ||||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 23 225 | 10,07 | 860 | 29,52 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 593 | 0,17 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 5 887 | 218 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 856 | 152,51 | 32 | 210,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 28 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 550 661 | 45,33 | 20 | 81,82 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 7 157 | 0,13 | 265 | 17,78 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 53 740 | 448,14 | 1 990 | 546,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 153 232 | 4,52 | 5 674 | 22,89 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 18 187 | 0,12 | 673 | 17,66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22 698 | 6,06 | 840 | 24,63 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 051 | 96 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 644 | 283 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7 758 | 287 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 051 | 113 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10 344 | 0,12 | 383 | 17,85 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 5 564 | 0 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 8 993 | 333 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20 017 | 47 559,52 | 741 | 74 000,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 335 | 272 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 381 516 | 40,05 | 14 128 | 64,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 196 778 | 24,39 | 7 287 | 46,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 493 | 466 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 31 127 | 1 153 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 72 557 | 3,42 | 2 687 | 21,59 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 10 965 | 32,68 | 406 | 42,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 671 | 97,99 | 62 | 134,62 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 479 | 52,92 | 166 | 79,35 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 15 372 | 2,88 | 569 | 21,06 | ||||
| 2025-08-14 | 13F | Fmr Llc | 441 654 | 14,85 | 16 354 | 35,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 102 329 | 64,90 | 3 789 | 93,91 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 843 | 0 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 11 548 | 65,23 | 428 | 94,09 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 133 223 | 15,49 | 4 933 | 35,78 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 12 344 | 0,10 | 457 | 17,78 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 082 | 40 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 217 | 2,05 | 527 | 20,09 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10 793 | 0,12 | 400 | 17,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 325 | 0 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 39 816 | 1 474 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 185 403 | 10 263,50 | 6 865 | 10 796,83 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5 308 | 90,52 | 197 | 125,29 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 17 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 148 583 | 3 074,17 | 5 502 | 3 642,86 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 641 | 75,62 | 24 | 109,09 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 6 620 | 0,65 | 245 | 18,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 720 | 0,11 | 138 | 17,09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 26 496 | 162,47 | 980 | 226,33 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 92 003 | 3 407 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 59 048 | 3,05 | 2 187 | 21,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 836 582 | 47,64 | 68 009 | 73,56 |
