Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF inkluderar Broadway Wealth Solutions, Inc., Summit Wealth Group Llc / Co, Mayfair Advisory Group, LLC, Strata Wealth Advisors, LLC, Motco, Kestra Private Wealth Services, Llc, Synovus Financial Corp, Mcrae Capital Management Inc, Investment Advisory Services Inc /tx /adv, Armor Investment Advisors, LLC, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, Mount Yale Investment Advisors, LLC, Savvy Advisors, Inc., Net Worth Advisory Group, Betterment LLC, Madison Wealth Partners, Inc, Fermata Advisors, LLC, Wiley Bros.-aintree Capital, Llc, och Argent Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 17 142 | 0,22 | 590 | 9,89 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 35 183 | 444,04 | 1 211 | 499,01 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 19 267 | 663 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 723 | 0,34 | 231 | 10,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 40 750 | 1,19 | 1 402 | 11,09 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 15 322 | 527 | ||||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 175 932 | 0,02 | 6 055 | 9,83 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 38 505 | 1 325 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 172 540 | 49,92 | 5 938 | 64,64 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 894 | 21,17 | 513 | 32,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 447 828 | 232,14 | 15 | 275,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 376 | 151 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 1 331 843 | 15,88 | 45 835 | 27,25 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 129 878 | 136,68 | 4 470 | 159,98 | ||||
| 2025-08-07 | 13F | Nwam Llc | 21 828 | 0,30 | 764 | 12,02 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 122 880 | 57,75 | 4 229 | 73,21 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 52 050 | 26,13 | 1 791 | 38,52 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 9 069 | 2,67 | 312 | 13,04 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 40 798 | 1,12 | 1 404 | 11,08 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 6 236 | 412,83 | 215 | 463,16 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 639 | 0,52 | 160 | 10,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 260 433 | 0,25 | 318 695 | 10,08 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 37 178 | 1 280 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 27 479 | 10,46 | 946 | 21,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38 932 | 11,28 | 1 340 | 22,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 46 | 2 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 24 563 | 0,32 | 845 | 10,17 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 11 097 | 382 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 231 | 0,33 | 42 | 10,53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 223 407 | 23,34 | 42 103 | 35,44 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 88 119 | 3 056 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 310 | 492 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 11 259 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 17 588 | 28,72 | 605 | 41,36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 51 505 | 13,19 | 1 773 | 24,26 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 412 | 0,49 | 14 | 16,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 190 850 | 4,04 | 6 568 | 14,25 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 507 680 | 9,25 | 17 472 | 19,97 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 809 | 0,32 | 97 | 10,34 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 16 392 | 0,20 | 568 | 10,74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 803 | 0,32 | 96 | 10,34 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6 484 | 223 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 731 | 1,95 | 438 | 12,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 680 001 | 9,08 | 57 825 | 19,79 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 209 603 | 166,83 | 7 213 | 193,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 409 | 14 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8 095 | 0,32 | 279 | 10,32 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 153 875 | 19,03 | 5 296 | 30,71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 231 266 | 5,82 | 7 959 | 16,21 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 40 684 | 1,65 | 1 400 | 11,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38 800 | 10,08 | 1 335 | 20,92 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9 433 | 325 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 15 928 | 548 | ||||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 440 337 | 0,45 | 15 154 | 10,32 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 845 | 98 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 973 | 3,72 | 240 | 13,81 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 334 | 0,30 | 11 | 10,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11 734 | 2,53 | 404 | 12,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 574 | 364 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 25 028 | 49,51 | 861 | 64,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 267 668 | 13,12 | 44 | 22,86 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10 204 | 10,65 | 351 | 21,45 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 11 | 0 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 46 573 | 126,71 | 1 609 | 150,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 312 210 | 107,18 | 79 574 | 127,51 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6 588 | 227 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31 576 | 0,24 | 1 087 | 10,03 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 952 | 205 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3 764 | 2,14 | 130 | 12,17 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 280 | 44 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 269 332 | 48,19 | 9 | 80,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 96 479 | 23,39 | 3 320 | 35,51 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1 200 | 42 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 446 409 | 82,25 | 15 363 | 100,14 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 21 354 | 735 | ||||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 87 412 | 1,46 | 3 008 | 4,88 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 416 | 0,48 | 14 | 7,69 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 280 | 40 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16 274 | 560 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 498 | 0,33 | 52 | 10,87 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 521 | 259 | ||||||
| 2025-08-01 | 13F | Motco | 65 572 | 2 283 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 82 911 | 13,80 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 22 913 | 789 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 11 133 | 0,32 | 383 | 10,37 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 711 | 24 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14 561 | 43,61 | 508 | 59,94 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56 | 2 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21 384 | 0,32 | 736 | 10,03 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 97 568 | 3 358 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 8 540 | 294 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 66 079 | 2 274 | ||||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 31 737 | 1 092 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 10 595 | 365 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 97 020 | 39,24 | 3 339 | 52,91 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18 375 | 21,14 | 632 | 33,05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 276 | 21,64 | 319 | 27,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44 678 | 78,06 | 1 538 | 95,55 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 12 923 | 445 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 105 | 4 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 144 809 | 18,86 | 4 984 | 30,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 69 877 | 23,28 | 2 405 | 35,36 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 61 676 | 768,19 | 2 123 | 855,86 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 500 | 0,16 | 155 | 24,19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 81 673 | 0,36 | 2 811 | 10,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 984 956 | 66,27 | 33 897 | 82,58 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 450 | 15,62 | 84 | 27,27 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 79 452 | 52,69 | 2 734 | 67,73 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 011 | 0,30 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 126 414 | 11 764,48 | 38 765 | 12 952,19 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 10 715 | 48,51 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20 579 | 0,29 | 676 | 5,13 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 5 888 | 203 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 432 | 0,23 | 15 | 7,69 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 148 955 | 5 126 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 891 | 0 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 97 457 | 4,31 | 3 054 | −0,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28 201 | 971 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 809 | 0,67 | 62 | 5,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 23 439 | 3,95 | 807 | 14,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 605 653 | 140,75 | 89 673 | 164,36 |
