Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Fidelity Covington Trust - Enhanced Large Cap Value ETF, omfatter Weil Company, Inc., Investmark Advisory Group LLC, Summit Wealth Group Llc / Co, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, Stifel Financial Corp, Wealthcare Advisory Partners LLC, Leo Wealth, LLC, Foronjy Financial Llc, Quantinno Capital Management LP, FMA Wealth Management, LLC, Hrt Financial Lp, Cerity Partners LLC, Ameritas Advisory Services, LLC, Bogart Wealth, LLC, Register Financial Advisors LLC, CoreCap Advisors, LLC, Anchor Investment Management, LLC, Assetmark, Inc, og Kings Path Partners LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.727.871 | 22,85 | 55 | 25,58 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 703 | 22 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10.595 | 12,72 | 337 | 16,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 412 | 13 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 324 | 398,46 | 10 | 400,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.426 | 141 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 37.888 | 0,02 | 1.204 | 3,35 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 15.027 | 0,09 | 477 | 3,47 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 62.945 | 2.000 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 12.716.984 | 7,66 | 404.019 | 11,27 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 8.735 | 0,47 | 278 | 3,75 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 1.947 | 0,46 | 62 | 3,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7.527 | 0,39 | 239 | 3,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107.080 | 6,15 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 18.937 | 7,82 | 602 | 11,50 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7.671 | 244 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10.019 | 4,65 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 15.191 | 4,66 | 483 | 8,07 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 563 | 0,36 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 15.007 | 477 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 199 | 0,51 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15.812 | 1,50 | 502 | 5,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 141.229 | 815,88 | 4.487 | 846,41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9.675 | 12,81 | 312 | 18,63 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19.137 | 33,67 | 608 | 37,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 842.672 | 25,92 | 26.772 | 30,14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 47 | 1 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 20.328 | 646 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7.213 | 0,04 | 229 | 3,62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.625 | 3.650,00 | 83 | 4.050,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5.088 | 162 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 31.863 | 1.012 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 297 | 0,34 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7.604 | 242 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6.941 | 0,09 | 221 | 3,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10.918 | 347 | ||||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 7.108 | 226 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9.900 | 315 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 4.030 | 0,47 | 128 | 4,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 160 | 5 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 18.571 | 0,48 | 590 | 3,70 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 434 | 14 | ||||||
| 2025-08-08 | 13F | Creative Planning | 17.049 | 2,92 | 542 | 6,29 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 20.449 | 4,56 | 650 | 7,99 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4.243 | 4,28 | 135 | 7,20 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1.681 | 0,42 | 53 | 3,92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.006 | 128,42 | 96 | 137,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4.287 | 3,13 | 136 | 7,09 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 8.836 | 0,03 | 281 | 3,32 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6.727 | 0 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2.069 | 66 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9.259 | 0,31 | 294 | 17,13 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 446 | 38,08 | 14 | 55,56 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 47.906 | 0,95 | 1.522 | 4,32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5.349 | 0,47 | 170 | 3,68 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 9.865 | 3,50 | 313 | 3,30 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9.194 | 14,31 | 283 | 15,10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12.935 | 0,12 | 412 | 3,78 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 873.531 | 2.794,69 | 27.752 | 2.893,74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.224 | 276,95 | 71 | 311,76 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 253.501 | 8.054 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 6.974 | 0,36 | 222 | 3,76 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 609.518 | 12,53 | 19 | 18,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126.084 | 86,79 | 4.006 | 93,01 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8.084 | 257 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 13.823 | 9,23 | 439 | 12,85 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7.400 | 0,50 | 235 | 3,98 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 47.873 | 3,08 | 1.459 | 2,17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6.708 | 213 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 12 | 0 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7.814 | 0,48 | 248 | 3,77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 42 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.619 | 371,04 | 83 | 388,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 71.647 | 222,91 | 2.276 | 233,72 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 158.996 | 8,00 | 5.051 | 11,62 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6.522 | 207 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 5.610 | 0,47 | 178 | 4,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 459.664 | 4,00 | 14.604 | 7,49 |
