Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Fidelity Covington Trust - Fidelity Enhanced Small Cap ETF termasuk Sagespring Wealth Partners, Llc, Atria Investments Llc, Gallagher Fiduciary Advisors, LLC, Global Retirement Partners, LLC, Parkside Investments, LLC, Modus Advisors, LLC, Jane Street Group, Llc, Mayfair Advisory Group, LLC, Investmark Advisory Group LLC, Forefront Analytics, LLC, Investment Advisory Services Inc /tx /adv, Valmark Advisers, Inc., Clg Llc, IFG Advisory, LLC, Wealth Enhancement Advisory Services, Llc, Sowell Financial Services LLC, tru Independence LLC, Sigma Planning Corp, Mcrae Capital Management Inc, dan Equitable Holdings, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Worth Asset Management, LLC | 7,992 | 256 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7,687 | 246 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 58,564 | 1,873 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 13,309 | 173.40 | 426 | 197.20 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17,657 | 6.47 | 565 | 15.57 | ||||
| 2025-08-08 | 13F | Croban | 39,337 | 7.72 | 1,258 | 16.82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,413 | 77 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 16,362 | 523 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18,790 | 601 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,722,199 | 71.23 | 55,093 | 85.81 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 34,969 | 19.97 | 1,119 | 30.15 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5,650 | 181 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 5,214 | 31.83 | 167 | 43.10 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 18,763 | 109.92 | 622 | 152.85 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 23 | 1 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 34,648 | 42.39 | 1,108 | 54.53 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 176,577 | 5,649 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 44,775 | 1,432 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 133,565 | 52.39 | 4,273 | 65.39 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 965 | 31 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 406 | 17.34 | 13 | 20.00 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 196,262 | 12.02 | 6,278 | 21.55 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 152,530 | 2.83 | 5,066 | 15.85 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 136,663 | 7.05 | 4,372 | 16.16 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 15,504 | 3.38 | 496 | 11.99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 11,415 | 365 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197,343 | 153.54 | 6,313 | 175.20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 290,167 | 40.02 | 9,282 | 51.94 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 87,419 | 1.90 | 2,797 | 2.98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 180,325 | 5,769 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 272 | 9 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 300 | 29,900.00 | 10 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 82,636 | 25.54 | 3 | 100.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 297,790 | 9,526 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12,260 | 392 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 37,767 | 0.19 | 1,208 | 8.73 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16,371 | 524 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 29,409 | 941 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 114,145 | 51.27 | 3,652 | 64.16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6,585 | 11.89 | 211 | 21.39 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 16,618 | 3.01 | 532 | 11.79 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,612 | 613 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,247 | 520 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,233 | 88.44 | 71 | 108.82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8,418 | 269 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,123 | 36 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7,582 | 243 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 419,351 | 3.60 | 13,415 | 12.43 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 15,090 | 22.83 | 483 | 33.15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 10,367 | 0.05 | 332 | 8.52 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 127,525 | 4,080 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 85,144 | 120.94 | 2,724 | 139.70 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 16,095 | 515 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 8 | 0 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 54,190 | 1,800 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,457 | 27.70 | 526 | 38.79 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 28,112 | 65.19 | 899 | 79.44 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 368,493 | 2.82 | 11,788 | 11.58 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 249,597 | 8.19 | 7,985 | 17.41 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 28,138 | 900 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 22,558 | 33.51 | 722 | 44.78 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14,423 | 461 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 358 | 0.56 | 11 | 10.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 458 | 15 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 17,224 | 1.85 | 551 | 9.78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,111 | 162.59 | 227 | 187.34 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 247,397 | 3.00 | 7,914 | 11.76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 59,855 | 60.59 | 1,915 | 74.32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 264,590 | 61.83 | 8,465 | 75.62 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6,880 | 220 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,184 | 897.42 | 198 | 994.44 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 21,623 | 1,229.01 | 692 | 1,228.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 256,131 | 146.90 | 8,194 | 167.92 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,719 | 55 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 50 | 2 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40,146 | 89.18 | 1,293 | 107.05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 572,045 | 12,996.27 | 18,300 | 14,196.09 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 121,475 | 3,886 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 64,830 | 16.28 | 2,074 | 26.17 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11,502 | 0.61 | 372 | 10.39 | ||||
| 2025-08-14 | 13F | Clg Llc | 21,287 | 681 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7,495 | 240 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 39,337 | 1,258 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 7,135 | 210 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 702 | 22 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 179,995 | 5,758 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 203,663 | 1.66 | 6,515 | 10.33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,657,583 | 62.76 | 53,026 | 76.62 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 88,477 | 16.13 | 2,830 | 26.00 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 114,783 | 3,672 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,204 | 0.08 | 39 | 8.57 |
