Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Small-Mid Cap Opportunities ETF inkluderar Novem Group, Advyzon Investment Management, LLC, Per Stirling Capital Management, LLC., Dahring | Cusmano Llc, Buska Wealth Management, LLC, BAM Wealth Management, LLC, Change Path, LLC, Summit Wealth Group Llc / Co, Fifth Third Bancorp, Pnc Financial Services Group, Inc., Harbor Asset Planning, Inc., Clarity Asset Management, Inc., EverSource Wealth Advisors, LLC, Godfrey Financial Associates, Inc., Root Financial Partners, LLC, PlanVest Financial, Inc, Vanguard Advisers Inc, och BlackRock, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 57 625 | 23,20 | 1 841 | 28,29 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98 149 | 510,95 | 3 180 | 521,09 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 53 | 2 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 37 826 | 46,47 | 1 209 | 52,53 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 103 645 | 99,96 | 3 311 | 108,24 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 72 | 2 | ||||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 45 301 | 1 447 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 736 | 1 185,93 | 55 | 1 275,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 51 | 155,00 | 2 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 3 440 | 6,80 | 110 | 11,22 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 57 805 | 1 847 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2 513 | 65,00 | 80 | 73,91 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 55 908 | 1 786 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 843 183 | 19,37 | 26 940 | 24,27 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 186 | 6 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 9 964 | 306 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 90 566 | 2 894 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9 637 | 33,22 | 312 | 40,09 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 78 511 | 37,03 | 2 410 | 43,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 570 | 0,32 | 50 | 4,17 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13 823 | 7,04 | 442 | 11,36 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 65 411 | 8,59 | 2 | 100,00 | ||||
| 2026-04-10 | 13F | Novem Group | 205 593 | 6 569 | ||||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 7 617 | 0,12 | 243 | 4,29 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 74 752 | 3,96 | 2 388 | 8,25 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 743 | 29,44 | 24 | 35,29 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10 693 | 1,65 | 342 | 5,90 | ||||
| 2026-05-12 | 13F | Creative Planning | 15 350 | 0,44 | 490 | 4,48 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 103 755 | 13,51 | 3 199 | 14,01 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 20 819 | 71,42 | 665 | 78,76 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9 789 | 0,21 | 313 | 4,35 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 174 090 | 1,06 | 5 659 | 0,52 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 181 | 6 | ||||||
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 8 125 | 0,49 | 260 | 4,44 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 9 761 | 1,74 | 312 | 5,78 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 9 867 | 315 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 14 932 | 477 | ||||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 214 864 | 3,37 | 6 865 | 7,60 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6 832 | 218 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 126 838 | 142,31 | 4 052 | 152,30 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 415 240 | 4,42 | 13 267 | 8,70 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 212 | 7 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 11 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 25 623 551 | 8,86 | 818 672 | 13,33 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 250 | 8 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 49 830 | 50,18 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 401 | 1,78 | 13 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17 928 | 140,64 | 574 | 151,75 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 30 581 | 81,23 | 977 | 88,97 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 160 | 5 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 156 899 | 227,69 | 35 505 | 354 950,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 297 | 2 424,18 | 73 | 3 550,00 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 17 831 | 570 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 61 638 | 316,47 | 1 969 | 333,70 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 300 014 | 0,63 | 9 585 | 4,77 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 18 | 1 | ||||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 110 020 | 20,89 | 3 515 | 25,90 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 290 052 | 9,32 | 9 250 | 13,61 |
