Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF inkluderar Gimbal Financial, Simon Quick Advisors, Llc, Tableaux Llc, OneAscent Financial Services LLC, Emerald Advisors, LLC, Congress Wealth Management LLC / DE /, AlphaCore Capital LLC, Strategic Blueprint, LLC, Advisor Resource Council, Rossby Financial, LCC, Marotta Asset Management, Purkiss Capital Advisors LLC, Northside Capital Management, LLC, CI Private Wealth, LLC, Federation des caisses Desjardins du Quebec, Eastern Bank, IMG Wealth Management, Inc., ORG Partners LLC, Briaud Financial Planning, Inc, och Signature Resources Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 934 | 470 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 593 | 84 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 7 112 | 0,58 | 374 | 3,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64 625 | 1,83 | 3 399 | 5,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 060 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 13 623 | 36,67 | 717 | 41,22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 149 700 | 1,25 | 7 874 | 4,53 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 582 | 0 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 82 997 | 2,74 | 4 409 | 15,39 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 330 | 0,61 | 17 | 6,25 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 7 583 | 0,53 | 399 | 3,65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 639 | 1,22 | 402 | 4,43 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 27 446 | 3,81 | 1 444 | 7,13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 425 441 | 17,49 | 22 378 | 21,30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 21 706 | 1,33 | 1 142 | 7,84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35 431 | 1,74 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 4 044 | 213 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 565 | 2,13 | 977 | 5,40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 873 184 | 0,22 | 45 930 | 3,47 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 4 600 | 242 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50 000 | 2 630 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 27 940 | 0,88 | 1 470 | 4,11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 152 | 8 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 8 869 | 10,85 | 466 | 14,50 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 330 | 70 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11 000 | 579 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1 743 | 2 000,00 | 92 | 2 175,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 52 017 | 898,98 | 2 736 | 932,45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35 625 | 7,06 | 1 874 | 10,50 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 24 210 | 2,85 | 1 273 | 6,17 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 110 | 6 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 61 444 | 3 124 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 203 | 11 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 931 | 0,65 | 49 | 2,13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 586 | 2,45 | 31 | 3,45 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 20 638 | 1 287 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 984 | 44,67 | 1 262 | 49,41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 745 001 | 28,68 | 39 209 | 32,84 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 804 | 26,23 | 1 094 | 30,39 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 61 | 3 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 13 328 | 1,99 | 650 | −2,26 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 290 | 249,40 | 15 | 275,00 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 13 605 | 1,96 | 716 | 5,30 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 65 200 | 0,64 | 3 430 | 3,91 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 268 885 | 177,96 | 14 143 | 186,99 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 4 485 | 236 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 54 636 | 0,62 | 2 874 | 3,87 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8 824 | 464 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 175 | 8,24 | 693 | 11,61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 795 631 | 1,99 | 462 650 | 5,29 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 238 | 0,42 | 13 | 0,00 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 7 076 | 0,01 | 372 | 3,33 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 35 559 | 3,12 | 1 870 | 6,49 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 41 617 | 5,23 | 2 189 | 8,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 297 | 3,29 | 226 | 7,11 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 3 990 | 210 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 65 486 | 1 086,56 | 3 445 | 1 125,62 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 105 | 6 | ||||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 22 974 | 0,10 | 1 208 | 3,34 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 50 344 | 0,97 | 2 648 | 4,25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 395 | 0,77 | 21 | 5,26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 905 | 0,89 | 417 | 4,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 951 | 208 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 15 060 | 26,23 | 792 | 30,48 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 50 219 | 2 642 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 13 915 | 732 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4 943 | 0,26 | 260 | 3,19 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 182 | 10 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 304 328 | 9,26 | 16 | 14,29 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10 831 | 126,02 | 570 | 133,20 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 394 | 0,65 | 73 | 4,29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 61 900 | 1,94 | 3 256 | 5,24 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 4 382 | 0,85 | 231 | 4,07 | ||||
| 2025-07-16 | 13F | American National Bank | 11 134 | 10,63 | 586 | 14,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45 142 | 14,02 | 2 374 | 17,70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 353 039 | 1 909,33 | 18 570 | 1 974,75 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 94 719 | 9,10 | 4 982 | 12,64 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 46 425 | 110,31 | 2 442 | 117,17 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22 547 | 109,33 | 1 186 | 116,24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 052 | 23,16 | 213 | 27,54 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 079 | 31,75 | 57 | 36,59 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 390 | 0,78 | 20 | 5,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 105 | −1,87 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 100 | 400,00 | 5 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 574 513 | 11,98 | 30 219 | 15,61 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 | 50,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 511 | 45,47 | 1 132 | 50,13 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 4 898 | 3,79 | 258 | 7,08 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 118 415 | 6,34 | 6 229 | 9,78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 110 | 111,42 | 320 | 120,69 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 031 | 843 | ||||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 16 868 | 22,92 | 887 | 26,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 4 815 | 253 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 7 143 | 93,21 | 0 | |||||
| 2025-07-30 | 13F | Gimbal Financial | 168 867 | 8 882 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 37 | 0 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 65 | 3 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 639 | 34 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 346 248 | 15,53 | 18 213 | 19,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41 908 | 164,91 | 2 204 | 173,45 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 6 884 | 0,85 | 362 | 4,32 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 93 | 5 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 791 | 147 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 86 534 | 26,31 | 4 552 | 30,40 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 19 319 | 37,00 | 1 016 | 41,50 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 380 | 704 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 41 304 | 2,08 | 2 173 | 5,39 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 4 132 | 217 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9 235 | 486 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 540 | 1,60 | 291 | 5,05 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 247 | 10,63 | 327 | 14,79 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 16 745 | 1 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 13 599 | 0,48 | 715 | 3,77 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 46 378 | 4,01 | 2 440 | 7,40 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 854 | 0 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 616 | 0,65 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 800 | 0,63 | 0 | |||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 7 494 | 7,64 | 394 | 11,30 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 48 | 3 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 16 711 | 1,87 | 879 | 5,15 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 5 660 | 298 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 124 | 69,86 | 7 | 100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 45 610 | 12,50 | 2 399 | 16,17 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 23 | 4,55 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11 279 | 593 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 600 | 32 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7 305 | 56,76 | 384 | 62,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 606 961 | 12,34 | 31 926 | 15,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 225 | 37,82 | 170 | 42,02 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10 326 | 37,83 | 543 | 42,52 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 48 717 | 34,97 | 2 482 | 41,02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 724 | 59,86 | 143 | 72,29 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13 247 | 4,81 | 697 | 12,99 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 388 | 283 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 77 542 | 4,53 | 4 079 | 7,94 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 200 752 | 305,49 | 10 560 | 318,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 383 892 | 3,53 | 20 | 11,11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 308 | 9,17 | 227 | 12,44 |
