Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Quality Factor ETF meliputi Strategic Blueprint, LLC, Canandaigua National Bank & Trust Co, Nwam Llc, Creative Planning, TFAGX - TFA AlphaGen Growth Fund Class I, United Capital Financial Advisers, Llc, EP Wealth Advisors, Inc., Twin Peaks Wealth Advisors, LLC, TFAFX - Tactical Growth Allocation Fund Class I, Raymond James Financial Inc, Russell Investments Group, Ltd., Briaud Financial Planning, Inc, Eastern Bank, Dogwood Wealth Management LLC, dan Sound Income Strategies, 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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,967 | 53.09 | 1,181 | 66.10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 24,409 | 1,076.90 | 1,700 | 1,178.20 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 3,428 | 239 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 830 | 58 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3,963 | 2.40 | 276 | 10.89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,847 | 9.99 | 407 | 19.35 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5,599 | 40.29 | 390 | 51.95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 478 | 33 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 54 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,101,814 | 0.03 | 76,719 | 8.55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 115,368 | 6.48 | 8,033 | 15.57 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 3,665 | 0.30 | 255 | 8.97 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3,311 | 236 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,764 | 6.03 | 262 | 15.42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26,501 | 1.82 | 1,845 | 10.55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 608,828 | 9.51 | 42,393 | 18.85 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3,036 | 211 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,215 | 224 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 97 | 1.04 | 7 | 0.00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 119,494 | 3.91 | 8,320 | 12.77 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,465 | 827.22 | 102 | 920.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9,879 | 9.18 | 688 | 18.42 | ||||
| 2025-07-24 | 13F | Eastern Bank | 49 | 3 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 8,499 | 0.60 | 592 | 9.04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16,106 | 4.08 | 1,121 | 13.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54,644 | 5.43 | 3,805 | 14.41 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 7,052 | 0.37 | 491 | 9.11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38,316 | 0.37 | 2,668 | 11.50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 25,073 | 70.14 | 1,746 | 84.66 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 3,100 | 216 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,903 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,885 | 340 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 299 | 21 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,294 | 37.22 | 90 | 50.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,606 | 5.98 | 460 | 15.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,093 | 146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 6,726 | 469.04 | 468 | 524.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46,814 | 3.21 | 3,260 | 11.99 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 401 | 39.72 | 28 | 50.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 836 | 61 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 11,844 | 0.04 | 825 | 8.56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,740 | 539 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 185 | 0.54 | 13 | 9.09 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 951,038 | 0.70 | 66,221 | 9.29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,087 | 5.62 | 145 | 12.40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19,208 | 8.94 | 1,337 | 18.21 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 16,283 | 12.37 | 1,134 | 21.96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 12,493 | 870 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,328 | 162 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44,412 | 8.13 | 3,092 | 17.34 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 17 | 1 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,306 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3,272 | 228 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3,720 | 259 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 25,134 | 1.24 | 1,750 | 9.51 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 57 | 4 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6,558 | 15.15 | 457 | 24.93 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 722 | 50 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 16,054 | 0.44 | 1,118 | 8.98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,160 | 8.31 | 81 | 17.65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164,776 | 8.11 | 11 | 22.22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 74,392 | 17.01 | 5,180 | 26.97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 35,716 | 337.80 | 2,487 | 375.33 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 294,508 | 4.91 | 20,507 | 13.85 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 18,077 | 0.83 | 1,259 | 9.39 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 25,947 | 1,807 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 36,125 | 70.38 | 2,515 | 84.93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 228,984 | 29.19 | 15,944 | 40.22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 923 | 26.61 | 64 | 39.13 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 25 | 2 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 19,979 | 5.14 | 1,391 | 14.11 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 23,330 | 11.94 | 1,624 | 21.47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 17,857 | 28.42 | 1,243 | 39.35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32,882 | 25.17 | 2,290 | 35.85 |
