Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Fidelity Covington Trust - Fidelity Small-Mid Multifactor ETF termasuk Atria Investments Llc, Novem Group, Fortitude Financial, LLC, Two Sigma Investments, Lp, Resources Investment Advisors, LLC., Golden State Wealth Management, LLC, Wealthcare Advisory Partners LLC, Visionary Wealth Advisors, Strategic Blueprint, LLC, Global Financial Private Client, LLC, Breakwater Capital Group, Renaissance Technologies Llc, Summit Wealth Group Llc / Co, Balanced Rock Investment Advisor, Emerald Advisors, LLC, Principle Wealth Partners Llc, Cozad Asset Management Inc, Focus Financial Network, Inc., BKM Wealth Management, LLC, dan Hoxton Planning & Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 236,855 | 26.53 | 9,826 | 34.00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6,021 | 250 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3,704 | 19.95 | 154 | 27.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 631,790 | 44.27 | 26,200 | 52.78 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 543 | 23 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 6,845 | 94.52 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 255 | 11 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,197 | 0.15 | 547 | 6.01 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 16,819 | 0.01 | 697 | 5.93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 441,185 | 43.10 | 18,296 | 51.55 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 55,152 | 2.38 | 2,287 | 8.44 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 4,910 | 204 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 54,221 | 26.62 | 2,249 | 34.13 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 247,254 | 11.24 | 10,254 | 17.81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20,438 | 85,058.33 | 848 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 139,142 | 2,394.93 | 6 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8,300 | 344 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,905 | 41.63 | 1,448 | 49.95 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 161,237 | 0.12 | 6,686 | 6.03 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29,947 | 1,242 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 787 | 33 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16,578,869 | 82.93 | 687,526 | 93.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 470 | 19 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20,426 | 26.75 | 847 | 34.23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 77 | 3 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8,263 | 343 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 42 | 2 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 48,778 | 2,023 | ||||||
| 2025-07-16 | 13F | Novem Group | 167,625 | 6,951 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 155 | 6 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 375,662 | 15,579 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,116,813 | 30.62 | 46,314 | 38.33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22,725 | 33.71 | 942 | 41.65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2,926 | 121 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66,731 | 95.26 | 2,767 | 106.65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,898 | 1.41 | 493 | 7.41 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 138 | 6 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6,200 | 257 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 75 | 50.00 | 3 | 200.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 73,228 | 2.54 | 3,037 | 8.58 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 49,798 | 11.69 | 2,065 | 18.34 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 936 | 39 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,947 | 15.80 | 380 | 25.83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32,341 | 353.78 | 1,341 | 385.87 | ||||
| 2025-08-14 | 13F | Clg Llc | 7,204 | 4.32 | 299 | 10.37 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 27,058 | 1.61 | 1,122 | 7.68 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5,977 | 248 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 7,250 | 301 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 30,272 | 55.94 | 1,255 | 65.13 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 4 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18,613 | 96.24 | 772 | 107.82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 397,102 | 7.93 | 16,468 | 14.30 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 48 | 2 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 9,583 | 14.15 | 397 | 21.04 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5,615 | 0.36 | 237 | 7.76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 407,073 | 8.53 | 16,881 | 14.94 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 138,702 | 112.57 | 5,812 | 127.44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 876 | 36 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 248 | 47.90 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,261 | 14.49 | 716 | 21.19 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 13,999 | 30.58 | 581 | 38.42 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 187 | 8 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,072 | 0.42 | 210 | 1.45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 562 | 23 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 256,896 | 3.02 | 11 | 11.11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 683 | 80.69 | 28 | 100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,842 | 159 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 90,242 | 115.08 | 3,742 | 127.75 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 158,641 | 11.46 | 6,579 | 18.03 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 23,974 | 87.43 | 994 | 98.80 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 77,745 | 1.44 | 3,224 | 7.43 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 16,182 | 671 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,551,494 | 2.11 | 147,280 | 8.14 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 18,500 | 767 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 20 | 1 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,571 | 0.01 | 438 | 6.05 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 155,604 | 6,093 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 52,600 | 2,181 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 44,974 | 1,865 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 12,029 | 7.86 | 514 | 19.58 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 5,431 | 0.48 | 225 | 6.64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 419 | 852.27 | 17 | 1,600.00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 9,046 | 7.37 | 375 | 13.98 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5,587 | 232 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6,926 | 11.05 | 287 | 17.62 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,116 | 46 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7,696 | 15.73 | 319 | 22.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,208,276 | 20.63 | 92 | 28.17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 845,378 | 36.18 | 35,058 | 44.21 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33,669 | 89.89 | 1,396 | 101.15 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 16,201 | 672 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 411,287 | 4.01 | 17,056 | 10.15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44,789 | 1,857 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 198 | 19,700.00 | 8 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42,993 | 130.51 | 1,783 | 144.25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,124 | 238.34 | 254 | 241.89 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 563 | 78.73 | 23 | 91.67 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20,795 | 15.04 | 862 | 21.92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,144 | 116.67 | 47 | 135.00 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 7,636 | 317 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 122,952 | 4.29 | 5,099 | 10.44 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37,068 | 1,537 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,023 | 9,566.27 | 333 | 10,966.67 |
