Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Fidelity Covington Trust - Fidelity MSCI Materials Index ETF inkluderer Principal Securities, Inc., Gwn Securities Inc., SRS Capital Advisors, Inc., Signature Resources Capital Management, LLC, Pnc Financial Services Group, Inc., Quest 10 Wealth Builders, Inc., og Strategic Wealth Partners, Ltd. .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 079 | 6,91 | 1 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 824 | 91 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 193 | 10 | ||||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 174 962 | 4,12 | 8 725 | 7,46 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 748 | 237 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 681 | 0,16 | 333 | 3,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 558 | 0,31 | 128 | 3,25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 195 | 10 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4 916 | 0,39 | 255 | 23,90 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 15 862 | 2,48 | 791 | 5,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 660 | 25,22 | 731 | 29,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 200 | 44,93 | 259 | 49,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 57 025 | 6,09 | 2 854 | 9,52 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 206 | 18,54 | 1 307 | 22,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 820 | 0,86 | 41 | 2,56 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19 712 | 13,50 | 983 | 17,16 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 23 | 1 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 638 | 6,22 | 447 | 13,78 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 13 563 | 0,50 | 676 | 3,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 723 | 36 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 404 | 33,46 | 70 | 40,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19 874 | 13,21 | 991 | 16,86 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 220 | 13,15 | 111 | 17,02 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 159 257 | 91,46 | 7 942 | 97,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 915 330 | 0,64 | 45 648 | 3,86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 390 | 568 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 232 | 17,32 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 394 | 15,38 | 269 | 19,03 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 4 979 | 3,69 | 248 | 6,90 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 22 275 | 4,91 | 1 111 | 8,29 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 78 | 310,53 | 4 | |||||
| 2025-07-18 | 13F | Vicus Capital | 5 014 | 250 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 573 567 | 4,97 | 28 604 | 8,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 544 | 0,28 | 127 | 3,28 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 10 278 | 4,46 | 513 | 7,79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 148 | 7 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 55 263 | 23 823,38 | 2 756 | 24 945,45 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 15 445 | 1,92 | 770 | 5,19 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 32 288 | 10,69 | 1 610 | 14,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 964 | 205,92 | 98 | 223,33 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 700 | 35 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 19 | 1 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 55 051 | 159,98 | 2 745 | 168,33 |
