Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF inkluderar Prasad Wealth Partners, LLC, Orion Portfolio Solutions, LLC, RFG - Bristol Wealth Advisors, LLC, Founders Financial Securities Llc, Goldman Sachs Group Inc, Brueske Advisory Services, LLC, Assetmark, Inc, Johnson Financial Group, Inc., New Millennium Group LLC, och Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 34 900 | 1 705 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 39 460 | 0,28 | 1 928 | 12,68 | ||||
| 2025-07-16 | 13F | Novem Group | 471 096 | 64,02 | 23 018 | 84,22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 010 943 | 11,36 | 49 | 25,64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 354 | 14,35 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 207 | 157 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 16 142 | 789 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 116 475 | 83,45 | 6 | 150,00 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 29 303 | 401,08 | 1 432 | 463,39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 19 228 | 22,44 | 939 | 37,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 108 155 | 1,55 | 5 284 | 14,08 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 30 690 | 1 500 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 173 294 | 27,14 | 8 467 | 43,34 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 254 | 12 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 177 109 | 16,01 | 8 654 | 30,30 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 22 289 | 61,90 | 1 089 | 82,11 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 29 171 | 1 425 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 793 | 0,09 | 332 | 12,20 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 768 | 0,18 | 477 | 13,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 171 920 | 156,69 | 8 402 | 188,43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52 142 | 2 268 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 43 096 | 2 106 | ||||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 284 038 | 5,18 | 13 878 | 18,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 336 211 | 6,63 | 16 427 | 19,77 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 938 | 299 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77 292 | 2,43 | 3 776 | 15,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18 582 | 908 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31 112 | 12,75 | 1 520 | 26,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 857 | 18,08 | 433 | 32,52 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 8 558 | 0,01 | 418 | 12,37 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39 470 | 59,85 | 1 929 | 79,78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 271 845 | 0,47 | 13 282 | 12,86 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 271 431 | 13 262 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1 050 | 12,90 | 51 | 30,77 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 583 | 0,17 | 28 | 12,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 496 | 0,20 | 24 | 14,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 810 | 19,87 | 88 | 35,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 344 | 17 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 62 867 | 15,22 | 3 072 | 34,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13 661 | 302,98 | 667 | 353,74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 691 580 | 61,59 | 33 791 | 81,50 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 265 | 0,28 | 355 | 12,38 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 290 | 24,67 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 673 | 827,18 | 228 | 891,30 |
