Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity MSCI Materials Index ETF inkluderar Principal Securities, Inc., Gwn Securities Inc., SRS Capital Advisors, Inc., Signature Resources Capital Management, LLC, Pnc Financial Services Group, Inc., Quest 10 Wealth Builders, Inc., och Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 079 | 6,91 | 1 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 824 | 91 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 193 | 10 | ||||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 174 962 | 4,12 | 8 725 | 7,46 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 748 | 237 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 681 | 0,16 | 333 | 3,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 558 | 0,31 | 128 | 3,25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 195 | 10 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4 916 | 0,39 | 255 | 23,90 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 15 862 | 2,48 | 791 | 5,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 660 | 25,22 | 731 | 29,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 200 | 44,93 | 259 | 49,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 57 025 | 6,09 | 2 854 | 9,52 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 206 | 18,54 | 1 307 | 22,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 820 | 0,86 | 41 | 2,56 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19 712 | 13,50 | 983 | 17,16 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 23 | 1 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 638 | 6,22 | 447 | 13,78 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 13 563 | 0,50 | 676 | 3,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 723 | 36 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 404 | 33,46 | 70 | 40,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19 874 | 13,21 | 991 | 16,86 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 220 | 13,15 | 111 | 17,02 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 159 257 | 91,46 | 7 942 | 97,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 915 330 | 0,64 | 45 648 | 3,86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 390 | 568 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 232 | 17,32 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 394 | 15,38 | 269 | 19,03 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 4 979 | 3,69 | 248 | 6,90 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 22 275 | 4,91 | 1 111 | 8,29 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 78 | 310,53 | 4 | |||||
| 2025-07-18 | 13F | Vicus Capital | 5 014 | 250 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 573 567 | 4,97 | 28 604 | 8,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 544 | 0,28 | 127 | 3,28 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 10 278 | 4,46 | 513 | 7,79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 148 | 7 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 55 263 | 23 823,38 | 2 756 | 24 945,45 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 15 445 | 1,92 | 770 | 5,19 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 32 288 | 10,69 | 1 610 | 14,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 964 | 205,92 | 98 | 223,33 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 700 | 35 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 19 | 1 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 55 051 | 159,98 | 2 745 | 168,33 |
