Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity U.S. Multifactor ETF meliputi Raymond James Financial Inc, High Falls Advisors, Inc, Williams & Novak, LLC, Dentgroup LLC, Northwestern Mutual Wealth Management Co, Clarity Asset Management, Inc., Evolution Wealth Management Inc., Federation des caisses Desjardins du Quebec, dan Twin Peaks Wealth Advisors, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Jpmorgan Chase & Co | 20,672 | 318.97 | 743 | 355.83 | ||||
2025-08-14 | 13F | Fmr Llc | 10,831 | 16.61 | 389 | 26.30 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 43,400 | 12.73 | 1,560 | 22.26 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 52,331 | 1.15 | 1,881 | 9.68 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 6,533 | 235 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,000 | 180 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 28,665 | 267.78 | 1,030 | 299.22 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 250,142 | 2.84 | 9,053 | 12.22 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 640 | 23 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 447 | 16 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 13,597 | 93.47 | 489 | 109.44 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 6,231 | 224 | ||||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,520 | 55 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 233,929 | 20.03 | 8,482 | 31.24 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1,205 | 185.55 | 43 | 207.14 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 48,318 | 7.39 | 1,737 | 16.35 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,531,499 | 16.08 | 55,051 | 25.83 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 44,325 | 37.03 | 1,593 | 48.60 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 217 | 8 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,256 | 45 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20,218 | 6.91 | 1 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 21,852 | 11.84 | 783 | 27.36 | ||||
2025-08-12 | 13F | LPL Financial LLC | 20,311 | 86.73 | 730 | 102.78 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 79,585 | 6.81 | 2,861 | 15.74 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34,925 | 10.79 | 1,255 | 20.10 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 8,538 | 307 | ||||||
2025-07-02 | 13F | Dentgroup LLC | 6,159 | 221 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 43,387 | 2,215.21 | 1,560 | 2,374.60 |