Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Fidelity Covington Trust - Fidelity Blue Chip Growth ETF inkluderer Resources Investment Advisors, LLC., RFG Advisory, LLC, Summit Wealth Group Llc / Co, Beacon Financial Advisory LLC, FSM Wealth Advisors, LLC, Foundations Investment Advisors, LLC, Ameritas Advisory Services, LLC, Harbor Asset Planning, Inc., Ancora Advisors, LLC, Northwest Capital Management Inc, Us Bancorp \de\, Kiker Wealth Management, LLC, POM Investment Strategies, LLC, Farther Finance Advisors, LLC, Atlantic Union Bankshares Corp, Sandy Spring Bank, Twin Peaks Wealth Advisors, LLC, og CX Institutional .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 926 | 286 | ||||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 216 821 | 23,72 | 10 459 | 49,33 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 36 848 | 3,82 | 1 778 | 8,29 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 439 551 | 2,91 | 21 204 | 24,20 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 94 383 | 4,73 | 4 553 | 26,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 400 | 19 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 592 192 | 77 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 90 514 | 3,40 | 4 366 | 10,98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 20 584 359 | 2,58 | 992 989 | 23,80 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 2 360 | 5,55 | 114 | 26,97 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 20% Portfolio Investor Class | 52 472 | 0,80 | 2 531 | 21,68 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 13 646 | 17,36 | 658 | 41,81 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 60% Portfolio Investor Class | 1 726 656 | 3,90 | 83 294 | 25,39 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 848 456 | 1,45 | 40 930 | 22,44 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class | 169 821 | 2,78 | 8 192 | 24,05 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 10 001 | 29,61 | 482 | 56,49 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 459 691 | 18,92 | 22 175 | 43,53 | ||||
| 2025-08-22 | NP | FSANX - Fidelity Asset Manager 60% This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 189 221 | 1,78 | 105 608 | 22,85 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 147 | 114,91 | 875 | 159,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 103 375 | 110,38 | 4 987 | 153,87 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 59 000 | 1 503,26 | 1 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 75 087 | 7,15 | 3 622 | 29,31 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 136 407 | 14,86 | 6 580 | 38,64 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 157 832 | 7 614 | ||||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 108 710 | 56,53 | 5 244 | 88,97 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 71 547 | 58,01 | 3 451 | 90,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 158 247 | 2,09 | 56 | 22,22 | ||||
| 2025-08-22 | NP | FAMRX - Fidelity Asset Manager 85% This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3 118 185 | 2,77 | 150 421 | 24,03 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 20 021 | 35,63 | 966 | 63,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 446 | 214 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 70 408 | 179,45 | 3 396 | 237,24 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 723 997 | 25,40 | 34 926 | 51,35 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 107 | 26,68 | 439 | 52,96 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 622 700 | 45,87 | 30 039 | 76,05 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 31 639 | 75,24 | 1 526 | 111,65 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 346 598 | 12,30 | 16 720 | 35,54 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 18 163 | 23,21 | 876 | 48,73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 408 846 | 21,23 | 19 723 | 46,32 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 14 033 | 21,54 | 677 | 46,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 300 369 | 53,30 | 14 | 100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 105 456 | 0,08 | 5 087 | 20,80 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 11 189 | 540 | ||||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 50% Portfolio Investor Class | 797 661 | 3,15 | 38 479 | 24,50 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 328 306 | 15 837 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 24 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 191 556 | 12,08 | 9 241 | 35,27 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 10 878 | 18,26 | 1 | |||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 24 291 | 35,40 | 1 160 | 61,65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 085 | 52 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70 394 | 70,85 | 3 389 | 105,77 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 228 360 | 0,55 | 300 456 | 21,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 244 565 | 47,26 | 11 798 | 77,75 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 68 529 | 157,00 | 3 306 | 210,33 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12 630 | 16,62 | 1 | |||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 550 146 | 15,31 | 27 | 36,84 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 179 751 | 7,59 | 8 671 | 29,86 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 938 001 | 46,18 | 45 249 | 76,43 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 12 668 | 16,03 | 611 | 40,14 | ||||
| 2025-08-14 | 13F | Clg Llc | 90 057 | 55,36 | 4 344 | 87,56 | ||||
| 2025-08-22 | NP | FASGX - Fidelity Asset Manager 70% This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4 076 229 | 1,92 | 196 637 | 23,00 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Asset Manager Portfolio Initial Class | 414 236 | 1,39 | 19 983 | 22,37 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 21 554 | 1 040 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 110 724 | 11,69 | 5 341 | 34,81 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 29 331 | 14,32 | 1 415 | 37,95 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 66 | 3 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 10 426 | 5,01 | 524 | 41,62 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 81 200 | 3 917 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 102 754 | 302,25 | 4 957 | 385,41 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 369 737 | 20,03 | 17 836 | 44,87 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 110 479 | 21,83 | 5 330 | 47,05 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 119 094 | 1,07 | 5 745 | 22,00 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 103 467 | 0,68 | 4 991 | 21,52 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 195 | 23,33 | 299 | 49,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 892 574 | 8,65 | 140 | 31,13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 170 546 | 6,96 | 8 227 | 29,09 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 729 | 132 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 177 | 202 | ||||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 82 590 | 20,59 | 3 984 | 45,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 455 | 1 027,05 | 794 | 1 267,24 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 4 717 | 228 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 69 382 | 1,45 | 3 552 | 29,93 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 22 284 | 2,34 | 1 075 | 23,45 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 30 080 | 88,90 | 1 451 | 128,14 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 7 160 | 11,35 | 345 | 34,24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 43 461 | 3,60 | 2 174 | 28,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 187 820 | 5,13 | 9 060 | 26,87 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 92 004 | 29,66 | 4 420 | 55,33 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 17 744 | 219,60 | 856 | 286,88 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 16 621 | 3,45 | 802 | 24,77 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 151 318 | 9,56 | 7 354 | 33,59 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 114 | 2,55 | 247 | 23,62 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 68 | 3 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 417 | 20 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14 465 | 698 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 804 | 1 102,67 | 87 | 1 640,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 13 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 756 | 221,70 | 36 | 300,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 523 298 | 9,55 | 73 484 | 32,21 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 11 623 | 5,58 | 561 | 27,27 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 56 921 | 2 746 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 442 839 | 12,22 | 21 | 40,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 426 266 | 12,42 | 20 563 | 35,69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 55 733 | 11,08 | 2 689 | 34,06 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 68 | 3 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 11 300 | 545 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 137 174 | 6 617 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 4 935 | 238 | ||||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 748 753 | 11,07 | 36 118 | 34,05 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 52 896 | 19,91 | 2 552 | 44,70 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 26 321 | 180,37 | 1 270 | 238,40 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 38 935 | 6,93 | 1 878 | 29,07 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 127 860 | 3,40 | 6 168 | 24,79 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 239 964 | 11 576 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 491 | 24 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 103 044 | 21,42 | 4 971 | 56,78 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 106 797 | 28,25 | 5 152 | 54,78 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 068 | 52 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 48 937 | 12,88 | 2 361 | 36,26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 61 195 | 6,76 | 2 952 | 28,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 198 | 203 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 851 538 | 19,05 | 41 | 46,43 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 70% Portfolio Investor Class | 678 009 | 4,29 | 32 707 | 25,87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 110 | 0,33 | 102 | 21,43 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 504 | 6,38 | 362 | 28,47 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 107 832 | 20,01 | 5 202 | 44,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 654 428 | 0,31 | 31 570 | 21,07 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 42 625 | 290,12 | 325 | −35,64 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 5 234 | 41,42 | 252 | 71,43 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 6 745 | 0,60 | 325 | 21,72 | ||||
| 2025-08-22 | NP | FFNCX - Fidelity Asset Manager 40% Fidelity Advisor Asset Manager 40%: Class C This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 854 307 | 0,29 | 41 212 | 21,05 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 85% Portfolio Investor Class | 346 594 | 3,81 | 16 720 | 25,28 | ||||
| 2025-08-22 | NP | FASMX - Fidelity Asset Manager 50% This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4 379 716 | 1,30 | 211 277 | 22,26 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14 337 | 16,78 | 692 | 41,02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 23 181 | 405,25 | 1 118 | 427,36 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 8 961 | 432 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 622 816 | 21,43 | 30 045 | 46,55 |
