Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity MSCI Energy Index ETF meliputi Soundwatch Capital LLC, Tudor Investment Corp Et Al, OneAscent Financial Services LLC, CWA Asset Management Group, LLC, Foundations Investment Advisors, LLC, LongView Wealth Management, BCS Wealth Management, Delta Financial Group, Inc., National Wealth Management Group, LLC, ERNZ - TrueShares Active Yield ETF, SRS Capital Advisors, Inc., Signature Resources Capital Management, LLC, Glenmede Investment Management, LP, dan Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 692 | 83.07 | 16 | 77.78 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 525 | 12 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15,856 | 18.88 | 372 | 9.12 | ||||
| 2025-07-16 | 13F | American National Bank | 27,115 | 2.62 | 636 | -5.93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,475 | 3.44 | 35 | 0.00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 48,673 | 24.61 | 1,141 | 14.44 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 952 | 0.32 | 22 | -8.33 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 492 | 0.82 | 12 | -8.33 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 10,500 | 246 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 897,920 | 6.81 | 21,056 | -1.97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 2 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 108,231 | 0.74 | 2,538 | -7.51 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 102,600 | 2 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9,703 | 0.71 | 228 | -7.72 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4,838 | 0.06 | 113 | -8.13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 425,794 | 406.73 | 9,985 | 365.24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 775 | 18 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 11,811 | 0.93 | 277 | -7.69 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 600,000 | 111,011.11 | 14,070 | 108,130.77 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 40,774 | 0.24 | 956 | -7.99 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 3,341 | 14.03 | 78 | 5.41 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 353 | 8 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,105 | 0.29 | 49 | -7.55 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 482,182 | 476 | ||||||
| 2025-07-15 | 13F | Lynch & Associates/in | 54,505 | 2.36 | 1,278 | -6.03 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,831 | 21,935.48 | 160 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 135,347 | 3,174 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 19,118 | 4.25 | 448 | -4.27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17,269 | 49.87 | 407 | 39.86 | ||||
| 2025-07-18 | 13F | Vicus Capital | 31,056 | 0.67 | 728 | -7.61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,222,648 | 427.53 | 28,671 | 384.23 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 48,442 | 0.55 | 1,136 | -7.72 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,561,825 | 4.30 | 36,625 | -4.27 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8,933 | 0.44 | 209 | -7.93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 150,940 | 201.43 | 3,540 | 176.70 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,579 | 310.82 | 131 | 282.35 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 33,800 | 53.64 | 793 | 40.93 | |||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 56,482 | 145.94 | 1,324 | 125.94 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 32,037 | 9.49 | 751 | 0.54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 29,610 | 0.18 | 694 | -8.08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,634 | 202 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 8,167 | 209 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11,839 | 278 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5,219 | 4,601.80 | 122 | 6,000.00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 8,325 | 0 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5,930 | 152 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 267,554 | 392.17 | 6,274 | 352.34 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40,047 | 22.43 | 939 | 12.59 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,223 | 0.91 | 29 | -6.67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 205,460 | 3.71 | 4,818 | -4.80 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 2,008 | 66,833.33 | 47 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,158 | 215 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 102 | 0.99 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23,737 | 1 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23,137 | 17.37 | 556 | 10.54 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 379 | 0.80 | 9 | -11.11 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23,440 | 1.82 | 550 | -6.63 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 107,370 | 36.91 | 2,560 | 27.76 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64,860 | 2.34 | 1,521 | -6.11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 219,528 | 1.82 | 5,148 | -6.55 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 140,714 | 10.60 | 3,300 | 1.51 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 54,669 | 1,282 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 35 | 250.00 | 1 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 39 | 2.63 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,144 | 208 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 40,728 | 11.55 | 955 | 2.47 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 8,226 | 909.33 | 193 | 860.00 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 16,452 | 386 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 171,746 | 12.89 | 4,027 | 3.98 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 89 | 1.14 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,639 | 26.08 | 38 | 15.15 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 9 | 0 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 27,958 | 0.90 | 656 | -7.36 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 54,669 | 1,282 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 107,820 | 12.06 | 2,528 | 2.85 | ||||
| 2025-08-08 | 13F | Creative Planning | 30,700 | 0.91 | 720 | -7.46 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 33,543 | 0.10 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 267,576 | 21.38 | 6,275 | 11.40 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 255,728 | 5,997 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 105,128 | 6.27 | 2,465 | -2.45 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 57,116 | 4.21 | 1,339 | -4.36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 157,595 | 3.55 | 3,696 | -4.96 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 252,077 | 58.95 | 5,911 | 45.91 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 8,603 | 0 | ||||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 8,700 | 209 | ||||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 270,509 | 2.66 | 6,343 | -5.78 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 49,448 | 5.59 | 1,160 | -3.09 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10,281 | 241 | ||||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 107,851 | 2.76 | 2,529 | -5.67 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 65 | 2 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 651 | 0.93 | 15 | -6.25 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 20,537 | 8.10 | 482 | -0.82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 109,025 | 571.58 | 2,557 | 517.39 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 8,771 | 206 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 73,598 | 16.37 | 1,726 | 6.81 |
