Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Enhanced International ETF inkluderar Cornerstone Planning Group LLC, CGC Financial Services, LLC, Resources Investment Advisors, LLC., Independence Financial Advisors, LLC, Pasadena Private Wealth, LLC, RFG Advisory, LLC, Systelligence, LLC, Certified Advisory Corp, Veridan Wealth LLC, Advisory Resource Group, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, Advisory Services Network, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Mayfair Advisory Group, LLC, Atomi Financial Group, Inc., Great Valley Advisor Group, Inc., Leigh Baldwin & Co., Llc, Signal Advisors Wealth, LLC, Kingsview Wealth Management, LLC, och Barnes Pettey Financial Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 120 935 | 21,42 | 4 022 | 35,70 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 569 960 | 51 981 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 604 | 353 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 152 133 | 5 060 | ||||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1 147 411 | 38 163 | ||||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 10 152 | 1,73 | 338 | 13,85 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 9 194 | 0,52 | 306 | 12,13 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 011 | 1,06 | 67 | 11,86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 221 896 | 6,06 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 18 319 | 0,03 | 609 | 11,95 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 2 148 | 4,58 | 71 | 16,39 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19 478 | 1,79 | 643 | 12,83 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 943 | 1,06 | 98 | 12,79 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 441 737 | 2,30 | 14 692 | 14,33 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 339 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 417 | 33,75 | 380 | 49,21 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 125 472 | 35,80 | 4 | 100,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 15 500 | 516 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 234 | 374 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 374 | 1,08 | 12 | 9,09 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 31 133 | 26,90 | 1 035 | 41,78 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 376 481 | 438,88 | 12 522 | 502,26 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 35 | 94,44 | 1 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 34 274 | 3,09 | 1 140 | 15,17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26 183 | 3,65 | 871 | 15,85 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6 552 | 218 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 70 404 | 19,33 | 2 342 | 33,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 237 707 | 531,78 | 7 906 | 606,52 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 331 662 | 361,42 | 11 031 | 415,71 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 997 | 51,98 | 66 | 69,23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 396 171 | 14,60 | 13 177 | 28,07 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 285 514 | 9 496 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 139 631 | 3 260,55 | 4 644 | 3 675,61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7 146 | 141,01 | 238 | 169,32 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 61 232 | 2 037 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 29 615 | 985 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 63 577 | 2 146 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 322 512 | 10 727 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 130 | 131,23 | 204 | 181,94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 59 747 | 132,73 | 1 987 | 160,42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 228 | 17,51 | 41 | 29,03 | ||||
| 2025-08-08 | 13F | Creative Planning | 17 149 | 44,35 | 570 | 61,47 | ||||
| 2025-08-14 | 13F | Betterment LLC | 20 872 | 1 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 | 0 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 336 729 | 11,16 | 11 200 | 24,24 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 19 321 | 26,78 | 643 | 41,72 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 89 038 | 216,60 | 2 961 | 254,19 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12 162 | 1,07 | 405 | 12,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 980 290 | 80,39 | 65 864 | 101,61 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 768 | 10,35 | 192 | 23,23 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 33 889 | 58,79 | 1 147 | 75,92 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18 094 | 602 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 14 669 | 93,96 | 488 | 116,44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20 720 | 2 583,94 | 689 | 3 031,82 | ||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 142 422 | 4 737 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 75 845 | 30,65 | 2 523 | 46,03 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 8 515 | 3,73 | 283 | 15,98 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 184 490 | 2 638,46 | 6 136 | 2 968,00 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 8 395 | 279 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 341 192 | 2,15 | 11 348 | 14,18 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 292 215 | 9 719 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 78 026 | 2,94 | 2 595 | 14,92 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 37 024 | 1 036,05 | 1 231 | 1 182,29 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 87 | 3 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 184 806 | 7,16 | 6 147 | 19,76 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 048 503 | 7,57 | 34 873 | 20,22 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 694 | 1,02 | 23 | 15,00 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 9 882 | 329 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 924 | 2 065,93 | 97 | 2 325,00 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 131 213 | 4 364 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 18 142 | 603 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2 390 713 | 12,63 | 79 515 | 25,87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 92 955 | 41,09 | 3 092 | 57,70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 418 | 10,08 | 280 | 22,91 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 137 238 | 93,17 | 37 825 | 115,89 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 248 060 | 25,22 | 8 250 | 39,95 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 37 102 | 43,78 | 1 234 | 60,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 550 323 | 366,53 | 151 344 | 421,40 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 655 | 22 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17 692 | 97,85 | 1 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6 040 | 201 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 771 | 26 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 40 054 | 78,73 | 1 356 | 106,39 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 233 435 | 318,93 | 7 764 | 368,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 263 280 | 72,98 | 75 | 97,37 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 061 | 28,58 | 434 | 43,71 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 061 | 4,29 | 335 | 16,38 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2 079 283 | 3 759,17 | 69 157 | 4 214,16 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 193 573 | 6 438 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 546 | 18 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 15 353 | 511 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 245 | 10,05 | 341 | 22,74 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 817 928 | 2,53 | 27 204 | 14,59 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 70 159 | 35,51 | 2 336 | 50,81 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 107 388 | 15,77 | 3 572 | 29,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 967 | 93,76 | 332 | 116,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 520 774 | 25,91 | 17 | 41,67 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 56 134 | 1 867 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 27 813 | 925 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 106 498 | 4,70 | 3 542 | 17,01 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6 680 | 222 | ||||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 103 147 | 14,02 | 3 431 | 27,41 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 884 | 48,35 | 63 | 67,57 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2 310 | 1,05 | 77 | 11,76 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 31 598 | 283,10 | 1 051 | 328,57 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 106 | 3 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 1 797 | 60 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2 433 | 14,71 | ||||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 11 390 | 1,07 | 379 | 12,84 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 67 434 | 63,24 | 2 243 | 82,57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 109 933 | 6,77 | 3 656 | 19,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 133 858 | 719,20 | 4 452 | 816,05 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 106 | 4 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 315 511 | 539,55 | 10 494 | 614,78 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7 864 | 262 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 257 718 | 1 229,88 | 8 572 | 1 388,02 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 1 286 213 | 3,67 | 42 779 | 15,86 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 136 | 10,33 | 71 | 24,56 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 96 | 45,45 | 3 | 200,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 153 | 171,55 | 870 | 203,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 48 152 | 205,94 | 1 602 | 242,09 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 27 935 | 97,95 | 929 | 121,19 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 815 | 27 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 27 266 | 192,05 | 907 | 227,08 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 112 170 | 45,44 | 3 731 | 61,96 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 7 768 | 258 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66 610 | 39,10 | 2 215 | 55,44 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 39 677 | 10,56 | 1 320 | 23,50 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 249 502 | 8 298 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 48 189 | 1 603 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 885 | 229 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3 719 | 124 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 33 196 | 85,63 | 1 104 | 107,52 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 16 050 | 13,71 | 534 | 26,90 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 779 | 0,11 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 300 | 10 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 136 906 | 72,74 | 4 553 | 93,09 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 9 092 | 0 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 427 257 | 1,61 | 14 211 | 13,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 138 | 15,97 | 5 | 33,33 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 8 759 | 1,07 | 291 | 13,23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 343 728 | 208,86 | 11 432 | 245,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 235 967 | 10 472,86 | 41 108 | 11 746,69 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 49 852 | 1 658 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 21 845 | 3,75 | 727 | 15,97 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 187 793 | 44,85 | 6 246 | 61,87 | ||||
| 2025-08-07 | 13F | PFG Advisors | 104 370 | 168,12 | 3 471 | 199,74 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 516 768 | 0,41 | 17 188 | 12,22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33 001 | 43,08 | 1 098 | 59,91 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 691 | 1 091,38 | 23 | 2 100,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 57 844 | 1 924 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 86 354 | 2 872 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 160 904 | 366,90 | 5 352 | 422,05 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1 027 | 0,98 | 34 | 13,33 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 15 399 | 512 | ||||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 4 142 | 2,55 | 138 | 14,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16 187 | 12,41 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 808 782 | 20,17 | 26 900 | 34,31 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24 929 | 829 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 84 375 | 401,07 | 2 806 | 506,05 | ||||
| 2025-07-18 | 13F | Vicus Capital | 97 483 | 2,01 | 3 242 | 13,99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 418 | 13,97 | 679 | 27,39 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 129 210 | 19,66 | 4 298 | 33,74 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 22 477 | 1,07 | 748 | 13,01 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 259 172 | 0,49 | 9 | 14,29 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 342 | 0 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 290 469 | 1 360,16 | 9 661 | 1 531,76 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 859 169 | 60,58 | 28 576 | 79,46 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 71 579 | 121,31 | 2 130 | 139,33 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 273 | 208 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 579 | 0,87 | 19 | 11,76 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 433 | 16,30 | 347 | 30,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 148 899 | 4 952 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 59 401 | 2 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 69 361 | 2 307 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 75 923 | 2 489 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 9 664 | 321 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 398 | 1,74 | 113 | 24,18 |
