Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF meliputi Mcrae Capital Management Inc, Retirement Planning Group, Grimes & Company, Inc., Purkiss Capital Advisors LLC, Define Financial, Llc, Rsm Us Wealth Management Llc, Evergreen Wealth Solutions, LLC, Harbor Asset Planning, Inc., Fidelis Capital Partners, LLC, Federation des caisses Desjardins du Quebec, Dunhill Financial, LLC, Signature Resources Capital Management, LLC, MTM Investment Management, LLC, Transce3nd, LLC, IMG Wealth Management, Inc., dan Quest 10 Wealth Builders, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4,170 | 0.24 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 146,950 | 6.16 | 11,393 | 20.19 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,905 | 148 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27,519 | 2.52 | 2,134 | 16.11 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 2,962 | 230 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,899 | 1.28 | 5,884 | 14.68 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 3,536 | 276 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4,078 | 316 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2,757 | 214 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 864,020 | 118.36 | 59,384 | 103.77 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4,131 | 0.29 | 320 | 13.48 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30,012 | 3.55 | 2,327 | 17.24 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 3,029 | 235 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 70,451 | 0.17 | 5,462 | 13.44 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 5,562 | 1.37 | 431 | 14.93 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 2,762 | 214 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 66,869 | 48.69 | 5,184 | 68.37 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 25,388 | 5.20 | 1,968 | 19.13 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 484 | 63.51 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 20 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,120 | 16.15 | 552 | 31.74 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 12,109 | 1.91 | 939 | 15.38 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 120 | 9 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 851 | 66 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 138,329 | 75.40 | 10,725 | 98.63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 365 | 28 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 59,351 | 0.40 | 4,601 | 13.69 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,928 | 382 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 52,981 | 6.39 | 4,108 | 20.48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,734 | 212 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13,076 | 10.53 | 1,014 | 25.22 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 3,821 | 6.20 | 296 | 20.33 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 15,690 | 2.37 | 1,216 | 15.92 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 2,017 | 0.05 | 156 | 13.04 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 2,690 | 209 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2,669 | 213 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17,759 | 0.51 | 1,454 | 21.39 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,130 | 22.75 | 420 | 19.37 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,925 | 227 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 378 | 51.20 | 29 | 70.59 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 5,161 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 312 | 24 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 60,427 | 0.62 | 4,708 | 14.52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22,244 | 47.97 | 1,564 | 51.90 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 43,295 | 6.80 | 3,357 | 20.94 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 67 | 48.89 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 944 | 1,866.67 | 73 | 2,333.33 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 69,564 | 6.91 | 5,393 | 21.05 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,124 | 165 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5,046 | 0.02 | 391 | 13.33 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,678 | 208 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32,419 | 6.21 | 2,513 | 20.30 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 554 | 43 | ||||||
| 2025-07-16 | 13F | American National Bank | 11,086 | 3.54 | 859 | 17.19 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3,440 | 267 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 29,376 | 9.18 | 2,278 | 23.62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 934,788 | 1.13 | 72,474 | 14.51 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16,547 | 1.81 | 1,283 | 15.29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 882,815 | 16.98 | 68,445 | 32.45 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,935 | 0.28 | 305 | 13.81 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 287,911 | 1.50 | 22,322 | 14.93 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 417 | 317.00 | 32 | 433.33 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 2,746 | 217 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33,859 | 2.19 | 2,625 | 15.74 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 29 | 2 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | -50.00 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19,888 | 22.64 | 1,542 | 38.83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,139 | 15.49 | 243 | 30.65 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 2,715 | 210 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15,473 | 11.58 | 1,200 | 26.34 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3,122 | 242 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,633 | 22.98 | 667 | 39.54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,704,467 | 7.93 | 132,147 | 22.21 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,552 | 21.87 | 353 | 38.04 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 83 | 260.87 | 6 | 400.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 479 | 37 | ||||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 5,123 | 397 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2,791 | 216 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 4,797 | 372 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3,225 | 0.28 | 250 | 13.64 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13,136 | 220.23 | 1,018 | 263.57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 66,058 | 10.71 | 5,122 | 25.36 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 3,700 | 287 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 111,840 | 100.91 | 8,671 | 127.50 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 30,934 | 0.50 | 2,398 | 13.81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,057 | 60.08 | 159 | 82.76 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 21,379 | 6.64 | 1,657 | 20.77 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 11,434 | 2.63 | 886 | 16.27 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,686 | 131 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 98,860 | 231.92 | 7,665 | 275.87 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 7,287 | 1.50 | 565 | 14.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 181,712 | 1.89 | 14,088 | 15.37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 9,514 | 10.36 | 738 | 24.92 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 13,146 | 21.97 | 1,019 | 38.26 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,177 | 31.94 | 169 | 44.83 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 761 | 48.92 | 59 | 73.53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 327,871 | 19.42 | 25 | 38.89 |
