Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF inkluderer EdgeRock Capital LLC, Fortress Financial Group, Llc, Priebe Wealth Holdings LLC, Investmark Advisory Group LLC, Summit Wealth Group Llc / Co, Harbor Asset Planning, Inc., Orion Portfolio Solutions, LLC, Axis Wealth Partners, LLC, Sowell Financial Services LLC, Herbst Group, Llc, Change Path, LLC, Schmidt P J Investment Management Inc, D. E. Shaw & Co., Inc., Rolek Wealth Management LLC, Retirement Income Solutions, Inc, NWF Advisory Services Inc., Creekmur Asset Management LLC, Bfsg, Llc, Ameritas Advisory Services, LLC, og Beacon Capital Management, LLC .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 57 848 | 17,56 | 1 995 | 30,05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28 112 | 35,34 | 970 | 49,77 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 1 887 103 | 65 146 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 14 014 | 91,66 | 483 | 111,84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 591 | 8,16 | 55 | 20,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32 665 | 0,27 | 1 127 | 10,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 184 | 192,91 | 282 | 224,14 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6 491 | 224 | ||||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 10 291 | 81,44 | 321 | 72,04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 954 | 277,27 | 102 | 304,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 7 688 | 0,27 | 265 | 10,88 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 6 329 | 218 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 014 | 0,23 | 345 | 10,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 51 | 2 | ||||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 33 | 1 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 151 857 | 29,50 | 5 238 | 43,20 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7 981 | 275 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 587 | 20 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 63 100 | 221,94 | 2 176 | 256,14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 164 458 | 162,78 | 5 672 | 190,72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 230 866 | 2 583,86 | 8 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 871 | 18,24 | 858 | 30,64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 874 | 0,32 | 65 | 10,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 26 555 | 8,63 | 916 | 20,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 368 414 | 4,71 | 12 707 | 15,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 129 | 39 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 437 534 | 5,19 | 15 091 | 16,32 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11 644 | 2,86 | 402 | 13,60 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 11 715 | 1,86 | 404 | 12,85 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 75 397 | 10,10 | 2 600 | 21,78 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 22 636 | 2,13 | 803 | 16,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 224 140 | 1 206,02 | 7 805 | 1 358,69 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 10 832 | 20,24 | 374 | 33,21 | ||||
| 2025-08-08 | 13F | King Wealth | 6 789 | 0,22 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 459 228 | 19,06 | 50 329 | 31,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 17 690 | 2,66 | 610 | 13,59 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10 059 | 61,43 | 347 | 78,35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 46 458 | 342,67 | 2 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 12 862 | 444 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 872 | 203 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 150 | 348 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 122 | 53,85 | 901 | 70,13 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 99 | 3 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 549 587 | 111,98 | 18 955 | 134,42 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 153 685 | 3,46 | 5 301 | 13,88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 35 019 | 30,84 | 1 208 | 37,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 274 | 24,13 | 1 320 | 37,36 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 5 313 | 2,06 | 183 | 6,40 | ||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 6 053 | 209 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 226 | 0,33 | 42 | 10,53 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 141 | 5 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 31 | 1 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 2 224 321 | 9,19 | 76 717 | 20,75 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 20 | 33,33 | 1 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 577 | 0,25 | 54 | 10,20 | ||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 20% Portfolio Investor Class | 283 455 | 83,38 | 8 841 | 73,67 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 926 | 239 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 193 241 | 3 794,42 | 6 665 | 3 988,34 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 28 873 | 2,00 | 996 | 12,81 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 218 695 | 7 543 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 343 | 12 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 16 622 | 0,05 | 573 | 10,62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 537 702 | 1,14 | 122 | 11,93 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 152 601 | 0,89 | 5 263 | 11,58 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | 0 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 34 555 | 28,00 | 1 192 | 41,45 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9 888 | 341 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 546 | 54,38 | 122 | 71,83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 516 | 18 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 76 580 | 42,35 | 2 699 | 70,71 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 32 253 | 3,20 | 1 132 | 16,22 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3 295 512 | 24,38 | 113 662 | 37,54 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 54 498 | 1 880 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156 612 | 2,31 | 5 | 25,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 228 | 100,00 | 8 | 133,33 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Target Volatility Portfolio Service Class | 386 087 | 508,63 | 13 316 | 573,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 135 | 3,91 | 695 | 16,64 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 16 781 | 35,57 | 579 | 49,74 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 12 478 | 4,51 | 430 | 15,59 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6 708 | 231 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 29 108 | 61,24 | 1 004 | 78,15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15 209 | 58,79 | 525 | 75,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 100 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 221 | 32,57 | 42 | 50,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57 143 | 25,37 | 1 971 | 38,63 | ||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 7 664 | 130,63 | 239 | 119,27 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 5 926 | 204 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 800 | 47,06 | 62 | 63,16 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13 361 | 0,27 | 461 | 10,84 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19 188 | 3,84 | 662 | 14,76 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2 485 | 0,28 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 94 814 | 9,63 | 3 278 | 34,25 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 32 206 | 1 111 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | 14,29 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 370 885 | 7,61 | 12 792 | 19,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 16 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 859 | 0,23 | 30 | 11,54 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5 026 | 173 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 389 | 48 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 238 410 | 8 223 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 129 | 0 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 6 852 | 4,83 | 236 | 16,26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 283 | 0,74 | 527 | 11,42 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8 665 | 4,44 | 299 | 15,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 54 656 | 1 557,75 | 1 885 | 1 748,04 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 34 555 | 26,98 | 1 192 | 40,45 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 7 195 | 248 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 768 | 4,44 | 727 | 17,10 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 142 783 | 69,00 | 4 925 | 86,87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 387 | 5,36 | 151 | 17,05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 812 | 56,74 | 97 | 95,92 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 175 | 2,84 | 247 | 13,82 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 186 678 | 5,34 | 6 438 | 16,48 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 117 | 4 | ||||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 156 134 | 1,40 | 5 385 | 12,14 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 65 932 | 23,80 | 2 274 | 36,85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 370 421 | 406,33 | 47 266 | 459,95 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 219 | 0,56 | 111 | 5,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 141 139 | 75,69 | 73 848 | 94,28 |
