Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF inkluderar Adams Wealth Management, CacheTech Inc., Grant/GrossMendelsohn, LLC, Warren Averett Asset Management, LLC, Sykon Capital Llc, OneAscent Financial Services LLC, Sentinus, LLC, Quantinno Capital Management LP, Soundwatch Capital LLC, Liberty Wealth Management Llc, Brown Brothers Harriman & Co, AlphaCore Capital LLC, GPS Wealth Strategies Group, LLC, Dunhill Financial, LLC, Bogart Wealth, LLC, Skopos Labs, Inc., Signature Resources Capital Management, LLC, Briaud Financial Planning, Inc, Moser Wealth Advisors, LLC, och Mid-American Wealth Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 413 | 21,38 | 891 | 21,42 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 98 888 | 9,43 | 5 058 | 9,48 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 461 | 117,73 | 74 | 117,65 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 103 058 | 5 269 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 256 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 085 | 9,01 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 103 058 | 5 269 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 52 791 | 1,80 | 2 710 | 2,23 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 18 000 | 0,44 | 918 | 6,87 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 007 | 113,80 | 52 | 112,50 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 119 747 | 4,66 | 6 125 | 3,99 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 045 | 4,32 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 583 | 13,80 | 286 | 14,00 | ||||
| 2025-05-27 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 6 058 | 10,73 | 310 | 14,44 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 430 477 | 65,97 | 22 035 | 65,99 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 72 232 | 91,90 | 3 695 | 92,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 158 272 | 3,79 | 8 096 | 3,84 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 118 | 0,85 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3 951 | 2 341 | ||||||
| 2025-07-15 | 13F | Define Financial, Llc | 4 365 | 0,58 | 223 | 1,83 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 13 926 | 29,92 | 712 | 29,93 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 17 537 | 11,71 | 897 | 11,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 53 378 | 0,44 | 2 730 | 0,48 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 27 978 | 0,49 | 1 431 | 0,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 225 612 | 27,35 | 11 540 | 27,40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23 352 | 161,09 | 1 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 096 | 11,04 | 56 | 12,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 27 973 | 1,26 | 1 431 | 1,27 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 260 071 | 0,19 | 115 603 | 0,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 672 | 1 462,62 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 144 | 13,04 | 59 | 13,73 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 389 | 225 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51 653 | 137,29 | 2 642 | 137,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 405 | 6,47 | 430 | 6,45 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 58 233 | 2 961 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 145 094 | 0,01 | 7 421 | 0,03 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 32 285 | 51,15 | 1 651 | 51,19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 997 | 204 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 699 | 1,59 | 189 | 5,59 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 34 705 | 2,08 | 1 775 | 2,13 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 685 | 0,44 | 35 | 2,94 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 119 | 6 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 395 | 20 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 117 859 | 4,75 | 6 029 | 4,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 270 | 2,76 | 116 | 3,57 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 974 | 50 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 469 | 0,64 | 0 | |||||
| 2025-08-11 | 13F | Sykon Capital Llc | 47 557 | 2 433 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 8 342 | 10,61 | 427 | 10,65 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 4 122 | 108,08 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 78 244 | 76,41 | 4 002 | 76,53 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 8 376 | 3,37 | 428 | 3,38 | ||||
| 2025-08-08 | 13F | Creative Planning | 6 890 | 0,23 | 352 | 0,28 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 248 | 1,49 | 507 | −1,94 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 8 189 | 0,58 | 419 | 0,48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 111 090 | 926,43 | 5 682 | 927,49 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 551 | 28 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 219 584 | 1,14 | 11 232 | 1,18 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 114 | 3,17 | 568 | 3,27 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 6 127 | 8,96 | 313 | 9,06 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 9 342 | 478 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 47 423 | 15,87 | 2 426 | 15,92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 553 | 3,58 | 540 | 3,65 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 34 067 | 3,34 | 1 743 | 3,38 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 40 724 | 4,82 | 2 083 | 4,88 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 913 | 200 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 93 | 5 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 387 090 | 16,43 | 19 800 | 16,47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 182 426 | 3,39 | 9 331 | 3,44 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 115 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 14 924 | 0,04 | 763 | 0,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 707 | 31 391,18 | 548 | 54 600,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 58 036 | 2 969 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 781 | 31,61 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 424 991 | 1,50 | 21 738 | 1,54 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 6 406 | 328 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 337 | 68 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 470 | 24 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 4 849 | 4,68 | 248 | 5,08 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 508 | 0,55 | 640 | 0,63 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 40 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 919 | 50,90 | 709 | 52,80 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 687 | 61,27 | 35 | 66,67 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 445 | 176 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 72 589 | 21,67 | 3 713 | 21,70 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 23 706 | 0,76 | 1 213 | 0,83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 117 | 2,79 | 364 | 2,82 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 399 498 | 5,06 | 71 584 | 5,10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 43 508 | 18,82 | 2 248 | 20,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 56 699 | 17,62 | 2 900 | 17,69 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 133 958 | 9,24 | 6 852 | 9,27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 977 | 2,57 | 306 | 2,69 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 102 599 | 13,50 | 5 248 | 13,72 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 726 | 35,72 | 293 | 35,81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 690 | 240 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 7 400 | 379 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 14 879 | 1 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 72 | 380,00 | 4 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 624 | 32 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 860 | 146 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13 205 | 12,86 | 675 | 12,88 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 484 | 0 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 15 475 | 7,15 | 792 | 7,18 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3 913 | 200 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 64 961 | 3 323 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 937 | 201 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 9 952 | 7,00 | 509 | 7,16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 174 604 | 196,90 | 8 931 | 197,11 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 030 | 0,59 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 42 846 | 73,49 | 2 191 | 73,53 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 73 | 4 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 7 906 | 0,93 | 404 | 1,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 795 | 22,84 | 450 | 22,68 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 37 885 | 1,33 | 1 938 | 1,36 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 102 | 0,99 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 006 | 716 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 218 431 | 10,04 | 11 173 | 10,08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 659 | 51,40 | 596 | 51,65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 30 185 | 2,87 | 1 544 | 2,87 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 497 | 6,77 | 588 | 6,91 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22 762 | 805,77 | 1 164 | 809,38 |
