Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Covington Trust - Fidelity Value Factor ETF inkluderar Traub Capital Management LLC, National Asset Management, Inc., Quantinno Capital Management LP, Hrt Financial Lp, Kovitz Investment Group Partners, LLC, Foronjy Financial Llc, New England Private Wealth Advisors LLC, Twin Peaks Wealth Advisors, LLC, Glenmede Investment Management, LP, BOK Financial Private Wealth, Inc., SRS Capital Advisors, Inc., Russell Investments Group, Ltd., och Kings Path Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 178 389 | 19,57 | 11 394 | 28,16 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 320 | 0,08 | 340 | 7,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 283 | 593 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 357 889 | 116,85 | 22 859 | 132,43 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 5 183 | 2,37 | 331 | 9,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43 647 | 26,14 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32 636 | 18,43 | 2 084 | 26,92 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 461 | 0,39 | 349 | 7,41 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 146 131 | 0,04 | 9 333 | 7,23 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 982 | 65 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 28 311 | 1 808 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3 315 | 215 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 177 883 | 7,89 | 11 361 | 15,63 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 56 078 | 5,93 | 3 582 | 13,54 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 236 | 50,23 | 1 | |||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 45 482 | 40,09 | 2 905 | 50,16 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 162 | 2,54 | 266 | 10,42 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 13 335 | 185,00 | 852 | 206,12 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 497 | 223 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 3 428 | 219 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 592 | 1,10 | 357 | 8,51 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 321 535 | 0,72 | 20 536 | 7,95 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 18 915 | 1 208 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 26 135 | 53,31 | 1 662 | 64,72 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 253 | 16 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 104 980 | 3,02 | 6 705 | 10,42 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3 | 0 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 14 | 366,67 | 1 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7 669 | 17,86 | 490 | 26,36 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 823 | 22,00 | 2 033 | 30,76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 398 051 | 7,23 | 89 293 | 14,93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49 535 | 115,02 | 3 164 | 130,54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 712 580 | 78,90 | 109 382 | 91,75 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 4 895 | 0,55 | 313 | 7,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 30 572 | 10,01 | 1 953 | 17,87 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 324 | 340 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 9 558 | 0,15 | 610 | 11,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14 467 | 924 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 17 973 | 1 148 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 150 335 | 0,13 | 9 602 | 7,31 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 140 932 | 7,93 | 9 001 | 15,68 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 746 | 3,05 | 239 | 10,65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 969 | 2,96 | 892 | 10,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 104 | 10,95 | 518 | 18,85 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 109 495 | 1,98 | 6 993 | 9,32 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24 748 | 0,73 | 1 581 | 7,92 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 062 | 2,33 | 387 | 9,63 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 64 778 | 9,42 | 4 137 | 17,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 645 | 0,18 | 361 | 4,05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4 210 | 0 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 72 | 5 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 179 | 75 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 152 | 4 672,41 | 265 | 5 200,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 759 | 15,17 | 48 | 23,08 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 178 222 | 2,48 | 11 383 | 9,85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 26 785 | 6,47 | 1 711 | 14,08 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 37 | 2 | ||||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 78 879 | 21,00 | 5 038 | 29,71 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 242 | 0,32 | 79 | 8,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 294 469 | 15,90 | 18 808 | 24,22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 652 | 2,56 | 233 | 9,91 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 414 937 | 9,83 | 26 502 | 17,72 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7 853 | 0,10 | 502 | 7,28 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 5 927 | 0,36 | 379 | 7,69 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 15 089 | 5,96 | 964 | 13,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 317 | 5,60 | 212 | 12,83 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 968 | 0,84 | 253 | 4,55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29 371 | 12,72 | 1 876 | 20,81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 208 079 | 7,44 | 13 290 | 15,16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 500 | 224 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15 056 | 13,88 | 962 | 22,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7 775 | 6,89 | 497 | 14,55 |
