Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity MSCI Energy Index ETF inkluderar Soundwatch Capital LLC, Tudor Investment Corp Et Al, OneAscent Financial Services LLC, CWA Asset Management Group, LLC, Foundations Investment Advisors, LLC, LongView Wealth Management, BCS Wealth Management, Delta Financial Group, Inc., National Wealth Management Group, LLC, ERNZ - TrueShares Active Yield ETF, SRS Capital Advisors, Inc., Signature Resources Capital Management, LLC, Glenmede Investment Management, LP, och Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 692 | 83,07 | 16 | 77,78 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 525 | 12 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15 856 | 18,88 | 372 | 9,12 | ||||
| 2025-07-16 | 13F | American National Bank | 27 115 | 2,62 | 636 | −5,93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 475 | 3,44 | 35 | 0,00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 48 673 | 24,61 | 1 141 | 14,44 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 952 | 0,32 | 22 | −8,33 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 492 | 0,82 | 12 | −8,33 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 10 500 | 246 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 897 920 | 6,81 | 21 056 | −1,97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 2 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 108 231 | 0,74 | 2 538 | −7,51 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 102 600 | 2 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9 703 | 0,71 | 228 | −7,72 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 838 | 0,06 | 113 | −8,13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 425 794 | 406,73 | 9 985 | 365,24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 775 | 18 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 11 811 | 0,93 | 277 | −7,69 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 600 000 | 111 011,11 | 14 070 | 108 130,77 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 40 774 | 0,24 | 956 | −7,99 | ||||
| 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 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 105 | 0,29 | 49 | −7,55 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 269 | 49,87 | 407 | 39,86 | ||||
| 2025-07-18 | 13F | Vicus Capital | 31 056 | 0,67 | 728 | −7,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 222 648 | 427,53 | 28 671 | 384,23 | ||||
| 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 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 150 940 | 201,43 | 3 540 | 176,70 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 579 | 310,82 | 131 | 282,35 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 33 800 | 53,64 | 793 | 40,93 | |||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 56 482 | 145,94 | 1 324 | 125,94 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 32 037 | 9,49 | 751 | 0,54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 29 610 | 0,18 | 694 | −8,08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 634 | 202 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 8 167 | 209 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11 839 | 278 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 219 | 4 601,80 | 122 | 6 000,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 8 325 | 0 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5 930 | 152 | ||||||
| 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 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 223 | 0,91 | 29 | −6,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 205 460 | 3,71 | 4 818 | −4,80 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2 008 | 66 833,33 | 47 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 158 | 215 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 102 | 0,99 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23 737 | 1 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 137 | 17,37 | 556 | 10,54 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 379 | 0,80 | 9 | −11,11 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23 440 | 1,82 | 550 | −6,63 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 107 370 | 36,91 | 2 560 | 27,76 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 860 | 2,34 | 1 521 | −6,11 | ||||
| 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 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 35 | 250,00 | 1 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 39 | 2,63 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 144 | 208 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 40 728 | 11,55 | 955 | 2,47 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 8 226 | 909,33 | 193 | 860,00 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 16 452 | 386 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 171 746 | 12,89 | 4 027 | 3,98 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 89 | 1,14 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 639 | 26,08 | 38 | 15,15 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 9 | 0 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 27 958 | 0,90 | 656 | −7,36 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 54 669 | 1 282 | ||||||
| 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 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 33 543 | 0,10 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 267 576 | 21,38 | 6 275 | 11,40 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 255 728 | 5 997 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 105 128 | 6,27 | 2 465 | −2,45 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 252 077 | 58,95 | 5 911 | 45,91 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 8 603 | 0 | ||||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 8 700 | 209 | ||||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 270 509 | 2,66 | 6 343 | −5,78 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 49 448 | 5,59 | 1 160 | −3,09 | ||||
| 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 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 65 | 2 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 651 | 0,93 | 15 | −6,25 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 20 537 | 8,10 | 482 | −0,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 109 025 | 571,58 | 2 557 | 517,39 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 8 771 | 206 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 73 598 | 16,37 | 1 726 | 6,81 |
