Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Stocks for Inflation ETF meliputi Atria Investments Llc, Golden State Wealth Management, LLC, Financial Advocates Investment Management, High Falls Advisors, Inc, Ameritas Advisory Services, LLC, Northwestern Mutual Wealth Management Co, Cwm, Llc, Assetmark, Inc, dan Mather Group, Llc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,690 | 126 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 29,139 | 1,359 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20,605 | 961 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 54 | 1.89 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 30,404 | 9.38 | 1,418 | 17.87 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 41,129 | 1,919 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6,750 | 315 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 18,566 | 4.69 | 866 | 12.91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 104,838 | 9.74 | 4,957 | 19.88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4,980 | 232 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 404 | 0 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 4,964 | 232 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 106 | 0.95 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 561 | 56,000.00 | 26 | |||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 173,727 | 8,104 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 882 | 41 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,039 | 235 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 336 | 16 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 18 | 260.00 | 1 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 350 | 250.00 | 16 | 300.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 53,111 | 3.12 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 132,896 | 26.17 | 6,200 | 36.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,443 | 0.02 | 254 | 7.66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 92,413 | 94.62 | 4,314 | 109.72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13,961 | 0.35 | 651 | 8.14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 235 | 11 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,941 | 4.67 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23,158 | 5.53 | 1,080 | 13.80 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,414 | 4.82 | 299 | 13.26 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 6,256 | 7.22 | 292 | 15.48 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2,436 | 0.29 | 114 | 7.62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8,305 | 0.41 | 387 | 8.40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16,265 | 343.07 | 759 | 379.75 |
