Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF inkluderar Principia Wealth Advisory, LLC, Sentinel Wealth Management, Inc., Ciovacco Capital Management LLC, Daymark Wealth Partners, Llc, Jane Street Group, Llc, Calamos Wealth Management LLC, Legacy Advisory Services, LLC, B.O.S.S. Retirement Advisors, LLC, Catalyst Financial Partners Llc, CPR Investments Inc., IFG Advisory, LLC, Tiaa Trust, National Association, Davidson Kahn Capital Management, LLC, Root Financial Partners, LLC, Midwest Trust Co, Zacks Investment Management, Foronjy Financial Llc, Park Avenue Securities Llc, Jane Street Group, Llc, och Merit Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 327 | 347 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 732 | 219 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9 264 | 742 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188 842 | 1 379,14 | 15 126 | 1 642,63 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 455 | 277 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 890 | 18,67 | 71 | 39,22 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 327 | 23,11 | 427 | 44,90 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 778 | 783 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3 308 | 0,15 | 265 | 17,86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 54 621 | 0,03 | 4 375 | 17,73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 23 734 | 54,95 | 1 901 | 82,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38 306 | 23,59 | 3 | 50,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 2 | ||||||
| 2025-09-03 | 13F | American Trust | 5 788 | 464 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 943 | 0,10 | 236 | 17,50 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 13 688 | 41,80 | 1 096 | 66,82 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14 023 | 1,78 | 954 | −10,25 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 859 | 6,99 | 309 | 26,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 331 471 | 52,75 | 26 582 | 79,72 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 20 700 | 18,45 | 1 658 | 39,44 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 090 | 1,87 | 328 | 19,78 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 110 896 | 0,49 | 8 883 | 18,25 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 50 849 | 6,23 | 4 | 33,33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45 141 | 19,30 | 3 616 | 40,39 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 10 437 | 0,24 | 836 | 18,08 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 8 107 | 4,36 | 1 | |||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 4 318 | 0,16 | 346 | 17,75 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 296 | 116,36 | 104 | 157,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 983 | 17,96 | 479 | 38,84 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 554 | 0,02 | 365 | 17,80 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 14 758 | 1 182 | ||||||
| 2025-08-08 | 13F | Creative Planning | 58 739 | 0,84 | 4 705 | 18,69 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 73 606 | 34,53 | 5 896 | 58,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 258 056 | 3,61 | 20 670 | 21,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 420 | 3,95 | 354 | 21,65 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 16 240 | 1 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 397 | 646,73 | 192 | 814,29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 752 | 220 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 112 896 | 0,47 | 9 043 | 18,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 45 600 | 12,96 | 3 653 | 32,95 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 201 | 0,50 | 497 | 18,38 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 5 353 | 429 | ||||||
| 2025-07-17 | 13F | Avondale Wealth Management | 12 440 | 1,00 | 996 | 18,85 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 2 610 | 485,20 | 209 | 80,17 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 3 553 | 0,14 | 285 | 17,84 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 890 | 73 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 647 | 452 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27 603 | 2,05 | 2 211 | 20,10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 912 | 66,19 | 1 355 | 95,66 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 111 305 | 8 916 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 529 | 5,91 | 923 | 24,73 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 608 702 | 37,95 | 48 757 | 62,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 330 878 | 3,09 | 26 503 | 21,32 | ||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 3 522 | 282 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11 345 | 218,77 | 909 | 275,21 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 68 276 | 6,33 | 5 469 | 25,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 373 | 18,67 | 1 730 | 41,22 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 249 908 | 8,17 | 20 018 | 27,29 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3 355 | 0,12 | 228 | 11 300,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 41 918 | 17,68 | 3 358 | 38,49 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 57 | 5 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 39 504 | 4,69 | 3 164 | 23,06 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 905 | 0,22 | 73 | 23,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16 554 | 19,79 | 1 | |||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2 816 | 226 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 21 625 | 0,16 | 1 732 | 17,90 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 533 | 0,04 | 376 | 21,68 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 14 546 | 1 165 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 530 | 17,33 | 123 | 38,64 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 379 | 531,67 | 30 | 650,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 | 1 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3 497 | 0,03 | 280 | 18,14 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 386 | 49,95 | 1 873 | 76,53 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 261 | 21 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 16 365 | 26,80 | 1 311 | 49,20 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 718 | 458 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 48 512 | 195,52 | 3 886 | 247,81 | ||||
| 2025-07-18 | 13F | jvl associates llc | 117 449 | 21,46 | 9 408 | 42,94 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 15 359 | 0,12 | 1 230 | 17,82 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 309 969 | 3,97 | 24 828 | 22,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 066 | 9,91 | 486 | 29,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 513 | 8,97 | 1 002 | 28,30 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8 593 | 179,72 | 688 | 229,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 246 360 | 17,35 | 19 733 | 38,10 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 654 | 213 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 5 310 | 1,94 | 425 | 20,06 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 774 | 13,39 | 2 305 | 33,41 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32 470 | 1,09 | 2 601 | 18,94 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13 614 | 0,35 | 1 091 | 18,09 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4 183 | 335 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 378 | 2,71 | 431 | 20,79 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2 890 | 232 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 33 897 | 37,16 | 2 715 | 44,49 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 883 | 377,07 | 712 | 404,26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13 395 | 58,43 | 1 073 | 86,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 100 753 | 1,75 | 88 170 | 19,75 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 87 425 | 31,72 | 5 951 | 17,87 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 41 478 | 0,84 | 3 322 | 18,69 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 37 181 | 708,99 | 2 978 | 854,49 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 288 | 0 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 22 228 | 0,56 | 1 780 | 18,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 80 889 | 68,51 | 6 479 | 98,32 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 815 | 466 | ||||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 3 445 | 276 | ||||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 45 538 | 4,16 | 3 648 | 22,59 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 17 648 | 1 414 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 419 678 | 12,18 | 114 | 31,40 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 240 571 | 3,47 | 19 270 | 21,77 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 153 | 6,23 | 253 | 24,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 112 | 0 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 51 235 | 0,15 | 4 104 | 17,83 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 750 | 220 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 2 671 | 214 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 352 362 | 6,27 | 28 224 | 25,07 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5 468 | 9,82 | 438 | 29,29 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2 770 | 222 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 382 | 271 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 481 | 199 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 86 188 | 25,57 | 6 871 | 46,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 202 760 | 49,11 | 16 | 77,78 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 3 176 | 254 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26 590 | 4,71 | 2 130 | 23,21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 499 750 | 23,33 | 40 030 | 45,13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 544 | 364 | ||||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 6 766 | 542 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 130 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 32 608 | 40,70 | 2 599 | 64,81 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 4 218 | 0,86 | 338 | 18,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 260 | 0,03 | 742 | 17,62 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5 529 | 3,13 | 443 | 21,43 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 879 | 5,69 | 311 | 24,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 103 978 | 1,92 | 8 329 | 19,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 569 103 | 4,01 | 45 585 | 22,41 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 050 | 324 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 56 | −75,65 | ||||||
| 2025-08-11 | 13F | Eq Llc | 178 461 | 14 295 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 740 | 59 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 238 | 339 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 204 | 7 910,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 61 015 | 1,26 | 4 887 | 19,17 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 3 645 | 292 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 13 776 | 62,72 | 1 103 | 91,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 400 | 25,27 | 913 | 47,50 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 69 418 | 709,82 | 5 560 | 853,69 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 2 990 | 0,17 | 239 | 17,73 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 29 012 | 0,00 | 2 324 | 17,68 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5 387 | 0,07 | 432 | 17,76 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 1 547 | 0,13 | 124 | 17,14 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 91 | 7 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 160 700 | 100,88 | 12 872 | 136,40 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9 790 | 784 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 255 | 0 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 16 843 | 46,30 | 1 349 | 72,29 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 8 130 | 648 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 905 | 13,71 | 1 114 | 33,77 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 6 409 | 513 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 112 075 | 12,95 | 8 977 | 32,93 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4 789 | 384 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 142 238 | 149,57 | 11 394 | 193,66 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 471 | 51,49 | 118 | 77,27 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 27 | 2 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 529 | 19,02 | 283 | 40,30 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 11 281 | 0,15 | 904 | 17,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 8 300 | 665 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 39 718 | 1,69 | 3 181 | 9,69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 3 000 | 240 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 633 | 14,65 | 451 | 35,03 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4 523 | 11,29 | 362 | 31,16 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 3 310 | 265 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 131 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 82 713 | 86,27 | 6 291 | 108,17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 254 | 20 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 59 | 5 | ||||||
| 2025-07-10 | 13F | HWG Holdings LP | 31 849 | 2 551 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 114 256 | 1,28 | 9 152 | 19,18 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 37 160 | 835,78 | 2 977 | 1 002,22 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 20 366 | 1 631 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 7 610 | 12,49 | 610 | 32,39 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2 500 | 200 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 119 619 | 88,37 | 9 581 | 121,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 50 345 | 235,83 | 4 033 | 295,29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4 984 | 0,16 | 399 | 18,05 |
