Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity MSCI Financials Index ETF inkluderar Two Sigma Investments, Lp, Harbor Asset Planning, Inc., Tableaux Llc, Benchmark Financial Wealth Advisors, LLC, Mcrae Capital Management Inc, Integrated Wealth Concepts LLC, Signature Resources Capital Management, LLC, Colonial Trust Co / SC, Briaud Financial Planning, Inc, Moser Wealth Advisors, LLC, Glenmede Investment Management, LP, AlphaCore Capital LLC, och Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 3 002 | 0,87 | 222 | 7,77 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 6 955 | 12,63 | 515 | 19,81 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 432 | 2,57 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3 762 | 279 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 346 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 592 | 5,06 | 784 | 12,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115 966 | 0,09 | 8 605 | 6,60 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3 913 | 2,81 | 290 | 9,47 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 78 514 | 6,22 | 6 | 0,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 114 516 | 52,56 | 8 479 | 62,48 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 119 296 | 7,37 | 8 833 | 14,36 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2 423 | 498,27 | 168 | 700,00 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 14 190 | 0,42 | 987 | 1,65 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 4 241 | 6,16 | 314 | 21,24 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 1 369 787 | 21,73 | 93 091 | 13,10 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 006 | 0,33 | 223 | 6,73 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 68 815 | 114,74 | 5 095 | 128,78 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5 496 | 0,27 | 407 | 6,56 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 417 | 0,24 | 31 | 7,14 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 28 348 | 2 099 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37 129 | 6,17 | 2 749 | 13,08 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 13 362 | 20,55 | 989 | 28,44 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 205 883 | 0,77 | 15 244 | 7,32 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 4 470 | 1,15 | 331 | 7,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 94 086 | 44,27 | 6 966 | 53,67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 782 | 46,48 | 1 | |||||
| 2025-07-15 | 13F | Lynch & Associates/in | 34 820 | 3,58 | 2 578 | 10,31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 224 | 10,90 | 239 | 17,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9 500 | 35,71 | 703 | 44,65 | |||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 866 | 212 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 693 | 347 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 801 | 14,13 | 133 | 22,02 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18 459 | 14,95 | 1 367 | 22,40 | ||||
| 2025-07-15 | 13F | Am Investment Strategies Llc | 3 575 | 0,22 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 92 730 | 6,50 | 6 866 | 13,41 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 180 | 127,71 | 902 | 142,86 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 733 | 0,14 | 54 | 8,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 17 756 | 1 002 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 102 212 | 17,38 | 7 568 | 25,01 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 700 | 52 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 662 | 5,23 | 804 | 14,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 404 | 474 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 13 646 | 0,69 | 1 017 | 7,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 137 539 | 139,89 | 10 183 | 155,53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3 868 | 0,03 | 286 | 6,72 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 41 943 | 6,45 | 2 916 | 7,72 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1 800 | 133 | |||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 8 756 | 648 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 1 100 | 81 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 501 | 0,20 | 37 | 8,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 595 | 6,17 | 1 007 | 13,03 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 7 261 | 0,28 | 538 | 6,76 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 144 405 | 3,39 | 10 692 | 10,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 137 110 | 7,49 | 10 152 | 14,48 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 219 | 23,83 | 683 | 33,46 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 695 | 0,08 | 274 | 6,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 56 819 | 3 394,40 | 4 207 | 3 622,12 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 636 | 5,46 | 713 | 12,28 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7 562 | 8,14 | 560 | 15,02 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 63 159 | 1,48 | 4 676 | 8,09 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 459 | 34 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 75 | 6 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 7 944 | 3,84 | 588 | 4,81 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 362 | 27 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 889 | 66 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 14 705 | 52,51 | 1 089 | 62,39 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 543 | 0,37 | 40 | 8,11 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3 693 | 1,29 | 273 | 7,91 | ||||
| 2025-07-16 | 13F | American National Bank | 9 711 | 11,28 | 719 | 18,65 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 7 751 | 0,35 | 574 | 6,90 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 053 | 0,15 | 300 | 6,76 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 4 225 | 313 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23 901 | 2,50 | 1 770 | 9,13 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43 | 3 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 554 | 0,59 | 1 226 | 7,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 331 555 | 2,76 | 24 548 | 9,44 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12 362 | 0,02 | 915 | 6,52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 843 | 47,86 | 942 | 58,05 | ||||
| 2025-07-18 | 13F | Vicus Capital | 299 652 | 2,51 | 22 186 | 9,17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 37 160 | 12,87 | 2 751 | 20,24 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19 576 | 5,43 | 1 449 | 12,33 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 53 785 | 1,34 | 3 982 | 7,94 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 467 | 406,57 | 183 | 451,52 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 797 | 59 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 49 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 50 949 | 3,62 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 14 392 | 70,32 | 1 066 | 83,62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 578 | 265 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22 700 | 168,70 | 1 681 | 186,20 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9 471 | 34,23 | 701 | 43,06 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 7 045 | 2,85 | 522 | 9,45 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 6 760 | 28,40 | 501 | 36,61 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 478 | 283,90 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 18 033 | 12,14 | 1 335 | 19,52 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3 112 | 0,39 | 230 | 6,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 052 | 1,22 | 300 | 9,49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5 870 | 72,65 | 435 | 83,90 | ||||
| 2025-08-14 | 13F | UBS Group AG | 29 468 | 4,97 | 2 182 | 11,79 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 94 900 | 7 026 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 49 | 345,45 | 4 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 48 | 4 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33 181 | 2,07 | 2 457 | 8,67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 28 | 3,70 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 8 287 | 3,93 | 614 | 10,65 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 6 110 | 452 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 804 | 3,32 | 134 | 9,92 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 32 989 | 8,22 | 2 443 | 15,24 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 212 | 203,00 | 90 | 229,63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 881 | 0,03 | 213 | 6,50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 215 753 | 141,10 | 15 974 | 156,78 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 103 983 | 120,41 | 7 702 | 134,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32 406 | 347,47 | 2 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 55 546 | 1,63 | 4 113 | 8,24 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 7 110 | 15,27 | 526 | 22,90 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 83 159 | 6 157 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 312 | 0,32 | 23 | 9,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 595 860 | 1,09 | 44 | 10,00 |
