Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF meliputi Prasad Wealth Partners, LLC, Orion Portfolio Solutions, LLC, RFG - Bristol Wealth Advisors, LLC, Founders Financial Securities Llc, Goldman Sachs Group Inc, Brueske Advisory Services, LLC, Assetmark, Inc, Johnson Financial Group, Inc., New Millennium Group LLC, dan Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 34,900 | 1,705 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 39,460 | 0.28 | 1,928 | 12.68 | ||||
| 2025-07-16 | 13F | Novem Group | 471,096 | 64.02 | 23,018 | 84.22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,010,943 | 11.36 | 49 | 25.64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,354 | 14.35 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,207 | 157 | ||||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 16,142 | 789 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 116,475 | 83.45 | 6 | 150.00 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 29,303 | 401.08 | 1,432 | 463.39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 19,228 | 22.44 | 939 | 37.48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 108,155 | 1.55 | 5,284 | 14.08 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 30,690 | 1,500 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 173,294 | 27.14 | 8,467 | 43.34 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 254 | 12 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 177,109 | 16.01 | 8,654 | 30.30 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 22,289 | 61.90 | 1,089 | 82.11 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 29,171 | 1,425 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,793 | 0.09 | 332 | 12.20 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,768 | 0.18 | 477 | 13.03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 171,920 | 156.69 | 8,402 | 188.43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52,142 | 2,268 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 43,096 | 2,106 | ||||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 284,038 | 5.18 | 13,878 | 18.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 336,211 | 6.63 | 16,427 | 19.77 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,938 | 299 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77,292 | 2.43 | 3,776 | 15.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18,582 | 908 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31,112 | 12.75 | 1,520 | 26.67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,857 | 18.08 | 433 | 32.52 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 8,558 | 0.01 | 418 | 12.37 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 39,470 | 59.85 | 1,929 | 79.78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 271,845 | 0.47 | 13,282 | 12.86 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 271,431 | 13,262 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1,050 | 12.90 | 51 | 30.77 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 583 | 0.17 | 28 | 12.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 496 | 0.20 | 24 | 14.29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,810 | 19.87 | 88 | 35.38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 344 | 17 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 62,867 | 15.22 | 3,072 | 34.81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13,661 | 302.98 | 667 | 353.74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 691,580 | 61.59 | 33,791 | 81.50 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7,265 | 0.28 | 355 | 12.38 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14,290 | 24.67 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,673 | 827.18 | 228 | 891.30 |
