Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Small-Mid Multifactor ETF inkluderar Atria Investments Llc, Novem Group, Fortitude Financial, LLC, Two Sigma Investments, Lp, Resources Investment Advisors, LLC., Golden State Wealth Management, LLC, Wealthcare Advisory Partners LLC, Visionary Wealth Advisors, Strategic Blueprint, LLC, Global Financial Private Client, LLC, Breakwater Capital Group, Renaissance Technologies Llc, Summit Wealth Group Llc / Co, Balanced Rock Investment Advisor, Emerald Advisors, LLC, Principle Wealth Partners Llc, Cozad Asset Management Inc, Focus Financial Network, Inc., BKM Wealth Management, LLC, och Hoxton Planning & Management, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 236 855 | 26,53 | 9 826 | 34,00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 021 | 250 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3 704 | 19,95 | 154 | 27,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 631 790 | 44,27 | 26 200 | 52,78 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 543 | 23 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 6 845 | 94,52 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 255 | 11 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 197 | 0,15 | 547 | 6,01 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 16 819 | 0,01 | 697 | 5,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 441 185 | 43,10 | 18 296 | 51,55 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 55 152 | 2,38 | 2 287 | 8,44 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 4 910 | 204 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 54 221 | 26,62 | 2 249 | 34,13 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 247 254 | 11,24 | 10 254 | 17,81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20 438 | 85 058,33 | 848 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 139 142 | 2 394,93 | 6 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8 300 | 344 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 905 | 41,63 | 1 448 | 49,95 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 161 237 | 0,12 | 6 686 | 6,03 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29 947 | 1 242 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 787 | 33 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16 578 869 | 82,93 | 687 526 | 93,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 470 | 19 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 426 | 26,75 | 847 | 34,23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 77 | 3 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8 263 | 343 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 42 | 2 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 48 778 | 2 023 | ||||||
| 2025-07-16 | 13F | Novem Group | 167 625 | 6 951 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 155 | 6 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 375 662 | 15 579 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 116 813 | 30,62 | 46 314 | 38,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22 725 | 33,71 | 942 | 41,65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 926 | 121 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66 731 | 95,26 | 2 767 | 106,65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 898 | 1,41 | 493 | 7,41 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 138 | 6 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6 200 | 257 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 75 | 50,00 | 3 | 200,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 73 228 | 2,54 | 3 037 | 8,58 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 49 798 | 11,69 | 2 065 | 18,34 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 936 | 39 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 947 | 15,80 | 380 | 25,83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32 341 | 353,78 | 1 341 | 385,87 | ||||
| 2025-08-14 | 13F | Clg Llc | 7 204 | 4,32 | 299 | 10,37 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 27 058 | 1,61 | 1 122 | 7,68 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5 977 | 248 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 7 250 | 301 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 30 272 | 55,94 | 1 255 | 65,13 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 4 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18 613 | 96,24 | 772 | 107,82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 397 102 | 7,93 | 16 468 | 14,30 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 48 | 2 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 9 583 | 14,15 | 397 | 21,04 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 615 | 0,36 | 237 | 7,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 407 073 | 8,53 | 16 881 | 14,94 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 138 702 | 112,57 | 5 812 | 127,44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 876 | 36 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 248 | 47,90 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 261 | 14,49 | 716 | 21,19 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 13 999 | 30,58 | 581 | 38,42 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 187 | 8 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 072 | 0,42 | 210 | 1,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 562 | 23 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 256 896 | 3,02 | 11 | 11,11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 683 | 80,69 | 28 | 100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 842 | 159 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 90 242 | 115,08 | 3 742 | 127,75 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 158 641 | 11,46 | 6 579 | 18,03 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 23 974 | 87,43 | 994 | 98,80 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 77 745 | 1,44 | 3 224 | 7,43 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 16 182 | 671 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 551 494 | 2,11 | 147 280 | 8,14 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 18 500 | 767 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 20 | 1 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10 571 | 0,01 | 438 | 6,05 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 155 604 | 6 093 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 52 600 | 2 181 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 44 974 | 1 865 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 12 029 | 7,86 | 514 | 19,58 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 5 431 | 0,48 | 225 | 6,64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 419 | 852,27 | 17 | 1 600,00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 9 046 | 7,37 | 375 | 13,98 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5 587 | 232 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6 926 | 11,05 | 287 | 17,62 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 116 | 46 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7 696 | 15,73 | 319 | 22,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 208 276 | 20,63 | 92 | 28,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 845 378 | 36,18 | 35 058 | 44,21 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33 669 | 89,89 | 1 396 | 101,15 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 16 201 | 672 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 411 287 | 4,01 | 17 056 | 10,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44 789 | 1 857 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 198 | 19 700,00 | 8 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42 993 | 130,51 | 1 783 | 144,25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 124 | 238,34 | 254 | 241,89 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 563 | 78,73 | 23 | 91,67 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20 795 | 15,04 | 862 | 21,92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 144 | 116,67 | 47 | 135,00 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 7 636 | 317 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 122 952 | 4,29 | 5 099 | 10,44 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37 068 | 1 537 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8 023 | 9 566,27 | 333 | 10 966,67 |
