Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF meliputi Morningstar Investment Services LLC, Stock Yards Bank & Trust Co, Centric Wealth Management, Mcrae Capital Management Inc, Quantinno Capital Management LP, Merit Financial Group, LLC, OneAscent Financial Services LLC, Astra Wealth Partners LLC, Cubist Systematic Strategies, LLC, Swmg, Llc, Evolution Wealth Management Inc., Greykasell Wealth Strategies, Inc., Golden State Wealth Management, LLC, Signature Resources Capital Management, LLC, Harbor Asset Planning, Inc., IMG Wealth Management, Inc., Bell Investment Advisors, Inc, Moser Wealth Advisors, LLC, Capital A Wealth Management, LLC, dan Dagco, Inc. .
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 | Boston Private Wealth Llc | 4,797 | 307 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 464 | 7.66 | 30 | 0.00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 231,789 | 0.94 | 14,823 | -5.52 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 3,488 | 224 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,024 | 20.98 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 25 | 2 | ||||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 5,824 | 0.88 | 372 | -5.58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 24,363 | 0.70 | 1,558 | -5.69 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,076 | 35.18 | 325 | 26.56 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5,942 | 0.05 | 380 | -6.42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 280,190 | 24.84 | 17,918 | 16.86 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 3,444 | 220 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,883 | 17.17 | 120 | 10.09 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 132,612 | 4.28 | 8,481 | -2.39 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 194,871 | 9.69 | 12,462 | 2.68 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,109 | 13.23 | 263 | 7.82 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3,217 | 0.41 | 206 | -5.96 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 28,708 | 241.60 | 1,836 | 219.69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27,445 | 2.18 | 1,755 | -4.36 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 5,598 | 0.39 | 358 | 0.56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19,300 | 1,234 | ||||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 3,910 | 0.36 | 250 | -6.02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 303 | 0.33 | 19 | -5.00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3,908 | 19.00 | 267 | 18.67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,474 | 10.01 | 222 | 3.26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 600 | 38 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,441 | 176.13 | 156 | 160.00 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 4,354 | 0.69 | 278 | -5.76 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,531 | 354 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 51,021 | 0.27 | 3,263 | -6.16 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,773,868 | 5.78 | 113,439 | -0.98 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 33,706 | 3.12 | 2,155 | -3.49 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 45,514 | 1.41 | 2,911 | -5.09 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 86,059 | 5.82 | 5,503 | -0.95 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,869 | 0.05 | 503 | -6.33 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,641 | 361 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,557 | 0.39 | 483 | -6.03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,602 | 11.35 | 678 | 4.15 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20,999 | 1.20 | 1,343 | -5.29 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 10,087 | 10.06 | 645 | 3.04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,943 | 252 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,186 | 8.00 | 140 | 0.72 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 45,502 | 1,132.78 | 2,960 | 1,127.80 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 7,360 | 0.01 | 471 | -6.37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 912 | 43.85 | 58 | 41.46 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 200 | 0.50 | 13 | -7.69 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 468 | 30 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,878 | 155.20 | 1,783 | 138.87 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 167,265 | 0.74 | 10,696 | -5.70 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 580 | 0.35 | 40 | -2.50 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 26,434 | 3.54 | 1,690 | -3.10 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 134,650 | 372.03 | 8,611 | 341.99 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16,212 | 0.20 | 1,059 | -4.16 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 21,351 | 1,365 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,555 | 25.18 | 227 | 17.01 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 99,441 | 190.17 | 6,359 | 171.64 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 400 | 26 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8,377 | 6.55 | 536 | -0.37 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1,004 | 64 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 771 | 0.26 | 49 | -5.77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,752 | 0.34 | 112 | -5.88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 452,493 | 5.01 | 28,937 | -1.71 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 8,958 | 0.40 | 573 | -6.08 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 270,741 | 4.35 | 17,314 | -2.32 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75,591 | 6.65 | 4,834 | -0.17 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,616 | 5.24 | 231 | -1.28 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 80,327 | 5.08 | 5,137 | -1.65 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 102,371 | 7.03 | 6,547 | 0.18 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 8,847 | 52.56 | 566 | 42.68 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 77 | 5 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3,391 | 0.30 | 217 | -6.09 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10,235 | 5.21 | 655 | -1.51 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 4,495 | 34.82 | 287 | 32.26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 642 | 41 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 26,919 | 1.58 | 1,722 | -7.27 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 189,730 | 4.35 | 12,133 | -2.33 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 530 | 0.38 | 34 | -8.33 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 5,377 | 0.66 | 344 | -5.77 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 675 | 209.63 | 43 | 207.14 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 15,307 | 951 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 149,717 | 11.54 | 9,575 | 4.41 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 71,816 | 3.63 | 4,593 | -3.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34,115 | 9.58 | 2,182 | 2.54 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 3,348 | 215 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,889 | 0.18 | 313 | -6.31 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 32,844 | 0.83 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,595 | 0.06 | 102 | -5.56 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 18 | 20.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 756,389 | 28.54 | 48,371 | 20.32 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4,359 | 279 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 413 | 26 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 155,764 | 40.57 | 9,961 | 31.59 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 523 | 33 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30,574 | 14.29 | 1,955 | 7.01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 131 | -6.47 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6,463 | 11.70 | 413 | 4.56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,182 | 11.32 | 907 | 4.14 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 29,559 | 1,675.32 | 2 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 7,730 | 0.13 | 494 | -6.26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20,911 | 65.27 | 1,332 | 55.43 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,894 | 1,191.96 | 185 | 1,133.33 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 55 | 4 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19,051 | 26.32 | 1,218 | 18.25 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 72 | 5 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 272,095 | 4.99 | 17,400 | -1.72 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,895,162 | 3.72 | 121,196 | -2.91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 35,216 | 20.93 | 2,284 | 14.83 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 170,376 | 9.51 | 10,896 | 2.51 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 4,089 | 0.42 | 261 | -6.12 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 4,350 | 4.87 | 278 | -1.77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 275 | 18 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 682 | 44 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20,777 | 58.66 | 1,329 | 48.38 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 12,959 | 0.10 | 829 | -6.33 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 6,954 | 445 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6,252 | 9.88 | 400 | 2.84 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 116,482 | 189.87 | 7,449 | 154.67 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 10,896 | 4.46 | 697 | -2.25 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 19,215 | 0.28 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 152,200 | 3,208.70 | 9,733 | 2,999.68 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 39 | 30.00 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 41,179 | 0.63 | 2,633 | -5.80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 142 | 61.36 | 9 | 50.00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5,278 | 0 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 44,177 | 0.69 | 2,825 | -5.74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 49,361 | 1.92 | 3,157 | -4.59 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 24,829 | 10.47 | 1,588 | 3.39 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 5,580 | 9.07 | 357 | 2.01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31,358 | 1.72 | 2,005 | -4.80 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 16,949 | 4.22 | 1,084 | -2.52 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 331 | 0.30 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 54 | 3 | ||||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 37,214 | 3 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 137,665 | 37.97 | 8,804 | 29.13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 45,836 | 3.17 | 2,931 | -3.43 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 4,511 | 13.77 | 288 | 14.74 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5,480 | 6.00 | 350 | -0.85 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 56,256 | 3.89 | 3,598 | -2.76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,306 | 8.26 | 827 | -1.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 79,230 | 335.93 | 5,067 | 308.22 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 97,311 | 0.83 | 6,223 | -5.61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,213 | 78 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 587,436 | 3.53 | 37,567 | -3.09 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 35,264 | 3.80 | 2,255 | -2.80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 291,535 | 3.92 | 18,644 | -2.73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 30,724 | 48.75 | 1,965 | 45.59 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,734 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64,034 | 11.15 | 4,095 | 4.04 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12,529 | 3.76 | 801 | 1.52 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 8,774 | 47.96 | 599 | 47.54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9,315 | 40.75 | 596 | 31.64 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4,991 | 319 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8,179 | 8.09 | 523 | 1.16 |
