Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Enhanced Small Cap Core ETF inkluderar Fifth Third Bancorp, Kfg Wealth Management, Llc, Stadion Money Management, LLC, HighPoint Advisor Group LLC, Riversedge Advisors, Llc, Richard W. Paul & Associates, LLC, Marble Wealth, LLC, Integrated Capital Management, LLC, Armor Investment Advisors, LLC, Kmg Fiduciary Partners, Llc, Independent Advisor Alliance, Smartleaf Asset Management LLC, Penobscot Wealth Management, D. E. Shaw & Co., Inc., Encompass More Asset Management, Kovack Advisors, Inc., Skyview Financial Group LLC, Peoples Bank /oh, MFA Wealth Services, och Betterment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 1 810 612 | 1,66 | 68 803 | 2,26 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1 053 734 | 2 467,27 | 40 042 | 2 483,29 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 137 069 | 1,68 | 5 178 | 5,07 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 75 285 | 21,46 | 2 861 | 19,32 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 245 | 9 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6 033 120 | 47,32 | 229 246 | 48,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 190 | 7 | ||||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 51 016 | 8,60 | 1 939 | 9,24 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 22 424 | 15,81 | 852 | 16,55 | ||||
| 2026-05-05 | 13F | UBS Group AG | 154 009 | 200,12 | 5 852 | 201,96 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 150 039 | 4,59 | 5 701 | 5,20 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 70 647 | 2 685 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 220 056 | 30,71 | 46 363 | 31,47 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 66 996 | 2 465 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13 563 | 520,73 | 515 | 528,05 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 45 651 | 1 735 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 237 178 | 33,93 | 9 | 50,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 139 293 | 26,13 | 5 293 | 26,87 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 211 | 0,25 | 46 | 2,22 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 7 918 | 19,39 | 301 | 20,00 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 32 196 | 3,01 | 1 223 | 3,64 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 16 266 | 45,14 | 618 | 46,10 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 360 173 | 19,73 | 13 687 | 20,42 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 56 615 | 477,94 | 2 151 | 481,35 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 871 856 | 284,61 | 33 131 | 286,85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 10 250 | 12,64 | 390 | 13,41 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14 459 | 549 | ||||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 429 616 | 16 325 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 306 710 | 14,37 | 11 655 | 15,03 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 6 779 | 258 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 26 | 1 | ||||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 169 186 | 6 429 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 7 005 | 266 | ||||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 412 569 | 16 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 63 688 | 11,53 | 2 420 | 12,19 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 170 | 6 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 39 599 | 22,03 | 1 505 | 22,78 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 38 049 | 1 457 | ||||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 78 873 | 60,86 | 2 997 | 61,83 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 212 154 | 30,98 | 8 062 | 31,74 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 140 061 | 12,07 | 5 322 | 12,73 | ||||
| 2026-01-29 | 13F | Comerica Bank | 9 082 | 11,46 | 343 | 15,49 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 5 624 | 0,23 | 214 | 0,95 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 110 681 | 4 206 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 314 436 | 50,49 | 11 949 | 51,37 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14 716 | 559 | ||||||
| 2026-05-12 | 13F | Creative Planning | 7 036 | 267 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 30 193 | 7,57 | 1 147 | 8,21 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 39 601 | 155,00 | 1 505 | 156,66 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 27 288 | 55,58 | 1 037 | 56,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 784 388 | 105 807 | ||||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1 011 631 | 8,12 | 38 442 | 8,75 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 87 984 | 0,06 | 3 343 | 0,66 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 80 258 | 38,70 | 3 050 | 48,66 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 191 | 0,53 | 7 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 45 989 | 42,87 | 1 748 | 43,67 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 281 068 | 35,45 | 10 681 | 35,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5 474 | 208 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 7 468 | 284 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 111 | 42 | ||||||
| 2026-05-12 | 13F | Croban | 130 070 | 8,15 | 4 943 | 8,81 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2 713 | 55,92 | 103 | 58,46 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 269 165 | 4,01 | 10 228 | 4,61 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 56 923 | 91,07 | 2 163 | 92,27 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 54 530 | 2 072 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 68 321 | 11,35 | 2 596 | 11,99 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 19 914 | 196,16 | 757 | 197,64 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2 250 | 17 207,69 | 86 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 338 806 | 70,22 | 50 896 | 71,23 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2 225 336 | 39,02 | 84 073 | 144 853,45 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 10 659 | 405 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 234 700 | 10,74 | 8 919 | 11,38 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 176 088 | 11,68 | 6 691 | 12,34 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 209 694 | 10,49 | 7 968 | 11,13 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 377 214 | 104,77 | 14 334 | 105,98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 13 887 | 39,74 | 528 | 40,53 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 12 098 | 0,02 | 460 | 0,66 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 863 | 17 160,00 | 33 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 28 402 | 31,97 | 1 079 | 32,72 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 15 040 | 3,25 | 572 | 3,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 357 112 | 33,51 | 13 571 | 34,29 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 159 792 | 5,54 | 6 072 | 6,15 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 119 627 | 4 546 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 742 | 6,00 | 28 | 7,69 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 37 319 | 0,86 | 1 418 | 1,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 120 995 | 4,99 | 4 598 | 5,58 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 19 591 | 766,09 | 744 | 775,29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 561 | 21 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 21 639 | 279,90 | 822 | 282,33 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 25 885 | 64,03 | 984 | 64,93 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 10 691 | 7,89 | 406 | 8,56 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 44 | 2 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 109 449 | 38,08 | 4 159 | 38,91 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 50 536 | 1 920 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 142 132 | 5 401 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 121 321 | 28,22 | 4 610 | 28,99 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 103 654 | 15,59 | 3 939 | 16,27 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 24 172 | 919 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 3 113 064 | 746,55 | 118 296 | 751,48 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 6 814 | 259 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 462 | 111,93 | 18 | 112,50 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 67 651 | 31,94 | 2 590 | 33,71 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 326 752 | 12 417 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 33 110 | 109,31 | 1 361 | 116,38 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 70 | 3 | ||||||
| 2026-04-22 | 13F | tru Independence LLC | 131 354 | 4,61 | 4 991 | 5,23 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 15 493 | 39,88 | 589 | 40,67 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3 749 748 | 16,06 | 142 490 | 16,73 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 23 392 | 17,12 | 889 | 17,77 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 923 152 | 2,14 | 35 080 | 2,74 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 9 360 | 74,63 | 356 | 75,74 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 3 700 | 48,00 | 141 | 48,94 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 68 877 | 578,52 | 2 617 | 583,29 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 18 141 | 24,00 | 689 | 24,82 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 8 099 | 308 | ||||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 117 289 | 4 457 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 683 | 67,40 | 26 | 66,67 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 23 773 | 9,68 | 903 | 10,39 | ||||
| 2026-05-05 | 13F | PFG Advisors | 58 076 | 11,19 | 2 207 | 11,81 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 111 093 | 4 222 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 13 039 | 495 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 860 278 | 0,56 | 32 691 | 1,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 132 405 | 32,73 | 81 031 | 33,50 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 727 780 | 1 095,14 | 27 656 | 1 102,39 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 11 989 | 60,78 | 456 | 61,92 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 157 192 | 9,49 | 6 105 | 11,73 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 5 897 | 201,79 | 224 | 206,85 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 33 251 | 51,31 | 1 264 | 52,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 40 253 | 12,51 | 1 530 | 13,18 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 63 817 | 10,58 | 2 425 | 11,24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 47 818 | 265,58 | 2 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 5 124 645 | 19,56 | 194 736 | 20,25 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 151 712 | 57 585,17 | 5 765 | 63 955,56 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 524 | 20 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 105 302 | 3,13 | 4 001 | 3,73 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 13 347 | 5,08 | 507 | 5,85 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 24 186 | 226,31 | 919 | 228,21 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 120 407 | 126,03 | 4 549 | 133,64 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 55 904 | 6,97 | 2 124 | 7,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 331 165 | 66,53 | 88 584 | 67,51 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 13 469 | 512 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 16 109 | 1 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 321 302 | 69,45 | 50 209 | 70,44 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 5 351 | 203 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 712 371 | 57,52 | 27 070 | 58,44 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 23 205 | 882 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 44 051 | 44,85 | 1 674 | 45,73 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 7 104 | 314 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 21 319 | 191,60 | 810 | 193,48 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 27 809 | 1 051 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 18 995 | 722 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 128 192 | 42,82 | 4 871 | 43,69 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 299 | 11 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 7 716 | 293 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 145 081 | 23,41 | 5 481 | 23,42 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 8 712 | 49,97 | 331 | 51,14 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 841 857 | 3,34 | 32 | 3,33 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 10 850 | 30,72 | 412 | 31,63 | ||||
| 2026-05-14 | 13F | Clg Llc | 38 512 | 19,55 | 1 463 | 20,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 962 108 | 46,84 | 74 560 | 47,70 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 32 322 | 50,10 | 1 228 | 51,05 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5 015 | 191 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 57 407 | 115,14 | 2 181 | 116,37 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 060 363 | 36,72 | 40 294 | 37,51 |
