Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF inkluderar Morningstar Investment Services LLC, Stock Yards Bank & Trust Co, Centric Wealth Management, Mcrae Capital Management Inc, Quantinno Capital Management LP, Merit Financial Group, LLC, OneAscent Financial Services LLC, Astra Wealth Partners LLC, Cubist Systematic Strategies, LLC, Swmg, Llc, Evolution Wealth Management Inc., Greykasell Wealth Strategies, Inc., Golden State Wealth Management, LLC, Signature Resources Capital Management, LLC, Harbor Asset Planning, Inc., IMG Wealth Management, Inc., Bell Investment Advisors, Inc, Moser Wealth Advisors, LLC, Capital A Wealth Management, LLC, och Dagco, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Boston Private Wealth Llc | 4 797 | 307 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 464 | 7,66 | 30 | 0,00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 231 789 | 0,94 | 14 823 | −5,52 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 3 488 | 224 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 024 | 20,98 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 25 | 2 | ||||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 5 824 | 0,88 | 372 | −5,58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 24 363 | 0,70 | 1 558 | −5,69 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 076 | 35,18 | 325 | 26,56 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5 942 | 0,05 | 380 | −6,42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 280 190 | 24,84 | 17 918 | 16,86 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 3 444 | 220 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 883 | 17,17 | 120 | 10,09 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 132 612 | 4,28 | 8 481 | −2,39 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 194 871 | 9,69 | 12 462 | 2,68 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 109 | 13,23 | 263 | 7,82 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3 217 | 0,41 | 206 | −5,96 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 28 708 | 241,60 | 1 836 | 219,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27 445 | 2,18 | 1 755 | −4,36 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 5 598 | 0,39 | 358 | 0,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19 300 | 1 234 | ||||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 3 910 | 0,36 | 250 | −6,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 303 | 0,33 | 19 | −5,00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3 908 | 19,00 | 267 | 18,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 474 | 10,01 | 222 | 3,26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 600 | 38 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 441 | 176,13 | 156 | 160,00 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 4 354 | 0,69 | 278 | −5,76 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 531 | 354 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 51 021 | 0,27 | 3 263 | −6,16 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 773 868 | 5,78 | 113 439 | −0,98 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 33 706 | 3,12 | 2 155 | −3,49 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 45 514 | 1,41 | 2 911 | −5,09 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 86 059 | 5,82 | 5 503 | −0,95 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 869 | 0,05 | 503 | −6,33 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 641 | 361 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 557 | 0,39 | 483 | −6,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 602 | 11,35 | 678 | 4,15 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20 999 | 1,20 | 1 343 | −5,29 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 10 087 | 10,06 | 645 | 3,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 943 | 252 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 186 | 8,00 | 140 | 0,72 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 45 502 | 1 132,78 | 2 960 | 1 127,80 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 7 360 | 0,01 | 471 | −6,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 912 | 43,85 | 58 | 41,46 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 200 | 0,50 | 13 | −7,69 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 468 | 30 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 878 | 155,20 | 1 783 | 138,87 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 167 265 | 0,74 | 10 696 | −5,70 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 580 | 0,35 | 40 | −2,50 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 26 434 | 3,54 | 1 690 | −3,10 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 134 650 | 372,03 | 8 611 | 341,99 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16 212 | 0,20 | 1 059 | −4,16 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 21 351 | 1 365 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 555 | 25,18 | 227 | 17,01 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 99 441 | 190,17 | 6 359 | 171,64 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 400 | 26 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 377 | 6,55 | 536 | −0,37 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1 004 | 64 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 771 | 0,26 | 49 | −5,77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 752 | 0,34 | 112 | −5,88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 452 493 | 5,01 | 28 937 | −1,71 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 8 958 | 0,40 | 573 | −6,08 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 270 741 | 4,35 | 17 314 | −2,32 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 591 | 6,65 | 4 834 | −0,17 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3 616 | 5,24 | 231 | −1,28 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 80 327 | 5,08 | 5 137 | −1,65 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 102 371 | 7,03 | 6 547 | 0,18 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 8 847 | 52,56 | 566 | 42,68 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 77 | 5 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 391 | 0,30 | 217 | −6,09 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10 235 | 5,21 | 655 | −1,51 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 4 495 | 34,82 | 287 | 32,26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 642 | 41 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 26 919 | 1,58 | 1 722 | −7,27 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 189 730 | 4,35 | 12 133 | −2,33 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 530 | 0,38 | 34 | −8,33 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 5 377 | 0,66 | 344 | −5,77 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 675 | 209,63 | 43 | 207,14 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 15 307 | 951 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 149 717 | 11,54 | 9 575 | 4,41 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 71 816 | 3,63 | 4 593 | −3,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34 115 | 9,58 | 2 182 | 2,54 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 3 348 | 215 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 889 | 0,18 | 313 | −6,31 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 32 844 | 0,83 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 595 | 0,06 | 102 | −5,56 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 18 | 20,00 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 756 389 | 28,54 | 48 371 | 20,32 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4 359 | 279 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 413 | 26 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 155 764 | 40,57 | 9 961 | 31,59 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 523 | 33 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 574 | 14,29 | 1 955 | 7,01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 131 | −6,47 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6 463 | 11,70 | 413 | 4,56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14 182 | 11,32 | 907 | 4,14 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 29 559 | 1 675,32 | 2 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 7 730 | 0,13 | 494 | −6,26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 911 | 65,27 | 1 332 | 55,43 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 894 | 1 191,96 | 185 | 1 133,33 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 55 | 4 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19 051 | 26,32 | 1 218 | 18,25 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 72 | 5 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 272 095 | 4,99 | 17 400 | −1,72 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 895 162 | 3,72 | 121 196 | −2,91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 35 216 | 20,93 | 2 284 | 14,83 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 170 376 | 9,51 | 10 896 | 2,51 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 4 089 | 0,42 | 261 | −6,12 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 4 350 | 4,87 | 278 | −1,77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 275 | 18 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 682 | 44 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 777 | 58,66 | 1 329 | 48,38 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 12 959 | 0,10 | 829 | −6,33 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 6 954 | 445 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6 252 | 9,88 | 400 | 2,84 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 116 482 | 189,87 | 7 449 | 154,67 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 10 896 | 4,46 | 697 | −2,25 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 19 215 | 0,28 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 152 200 | 3 208,70 | 9 733 | 2 999,68 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 39 | 30,00 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 41 179 | 0,63 | 2 633 | −5,80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 142 | 61,36 | 9 | 50,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5 278 | 0 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 44 177 | 0,69 | 2 825 | −5,74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 49 361 | 1,92 | 3 157 | −4,59 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 24 829 | 10,47 | 1 588 | 3,39 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 5 580 | 9,07 | 357 | 2,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31 358 | 1,72 | 2 005 | −4,80 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 16 949 | 4,22 | 1 084 | −2,52 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 331 | 0,30 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 54 | 3 | ||||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 37 214 | 3 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 137 665 | 37,97 | 8 804 | 29,13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 45 836 | 3,17 | 2 931 | −3,43 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 4 511 | 13,77 | 288 | 14,74 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 480 | 6,00 | 350 | −0,85 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 56 256 | 3,89 | 3 598 | −2,76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 306 | 8,26 | 827 | −1,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 79 230 | 335,93 | 5 067 | 308,22 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 97 311 | 0,83 | 6 223 | −5,61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 213 | 78 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 587 436 | 3,53 | 37 567 | −3,09 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 35 264 | 3,80 | 2 255 | −2,80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 291 535 | 3,92 | 18 644 | −2,73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 30 724 | 48,75 | 1 965 | 45,59 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 734 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64 034 | 11,15 | 4 095 | 4,04 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12 529 | 3,76 | 801 | 1,52 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 8 774 | 47,96 | 599 | 47,54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 315 | 40,75 | 596 | 31,64 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 991 | 319 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8 179 | 8,09 | 523 | 1,16 |
