Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity U.S. Multifactor ETF inkluderar Raymond James Financial Inc, High Falls Advisors, Inc, Williams & Novak, LLC, Dentgroup LLC, Northwestern Mutual Wealth Management Co, Clarity Asset Management, Inc., Evolution Wealth Management Inc., Federation des caisses Desjardins du Quebec, och Twin Peaks Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20 672 | 318,97 | 743 | 355,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 10 831 | 16,61 | 389 | 26,30 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 43 400 | 12,73 | 1 560 | 22,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 52 331 | 1,15 | 1 881 | 9,68 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6 533 | 235 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 000 | 180 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28 665 | 267,78 | 1 030 | 299,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 250 142 | 2,84 | 9 053 | 12,22 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 640 | 23 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 447 | 16 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 597 | 93,47 | 489 | 109,44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6 231 | 224 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 520 | 55 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 233 929 | 20,03 | 8 482 | 31,24 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 205 | 185,55 | 43 | 207,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 48 318 | 7,39 | 1 737 | 16,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 531 499 | 16,08 | 55 051 | 25,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 44 325 | 37,03 | 1 593 | 48,60 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 217 | 8 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 256 | 45 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20 218 | 6,91 | 1 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 21 852 | 11,84 | 783 | 27,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 20 311 | 86,73 | 730 | 102,78 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 79 585 | 6,81 | 2 861 | 15,74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34 925 | 10,79 | 1 255 | 20,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 538 | 307 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 6 159 | 221 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43 387 | 2 215,21 | 1 560 | 2 374,60 |
