Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF meliputi Gimbal Financial, Simon Quick Advisors, Llc, Tableaux Llc, OneAscent Financial Services LLC, Emerald Advisors, LLC, Congress Wealth Management LLC / DE /, AlphaCore Capital LLC, Strategic Blueprint, LLC, Advisor Resource Council, Rossby Financial, LCC, Marotta Asset Management, Purkiss Capital Advisors LLC, Northside Capital Management, LLC, CI Private Wealth, LLC, Federation des caisses Desjardins du Quebec, Eastern Bank, IMG Wealth Management, Inc., ORG Partners LLC, Briaud Financial Planning, Inc, dan Signature Resources Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8,934 | 470 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,593 | 84 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 7,112 | 0.58 | 374 | 3.89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64,625 | 1.83 | 3,399 | 5.13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,060 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 13,623 | 36.67 | 717 | 41.22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 149,700 | 1.25 | 7,874 | 4.53 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 582 | 0 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 82,997 | 2.74 | 4,409 | 15.39 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 330 | 0.61 | 17 | 6.25 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 7,583 | 0.53 | 399 | 3.65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,639 | 1.22 | 402 | 4.43 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 27,446 | 3.81 | 1,444 | 7.13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 425,441 | 17.49 | 22,378 | 21.30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 21,706 | 1.33 | 1,142 | 7.84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35,431 | 1.74 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 4,044 | 213 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,565 | 2.13 | 977 | 5.40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 873,184 | 0.22 | 45,930 | 3.47 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 4,600 | 242 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50,000 | 2,630 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 27,940 | 0.88 | 1,470 | 4.11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 152 | 8 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 8,869 | 10.85 | 466 | 14.50 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,330 | 70 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11,000 | 579 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,743 | 2,000.00 | 92 | 2,175.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 52,017 | 898.98 | 2,736 | 932.45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35,625 | 7.06 | 1,874 | 10.50 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 24,210 | 2.85 | 1,273 | 6.17 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 110 | 6 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 61,444 | 3,124 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 203 | 11 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 931 | 0.65 | 49 | 2.13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 586 | 2.45 | 31 | 3.45 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 20,638 | 1,287 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23,984 | 44.67 | 1,262 | 49.41 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 745,001 | 28.68 | 39,209 | 32.84 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20,804 | 26.23 | 1,094 | 30.39 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 61 | 3 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 13,328 | 1.99 | 650 | -2.26 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 290 | 249.40 | 15 | 275.00 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 13,605 | 1.96 | 716 | 5.30 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 65,200 | 0.64 | 3,430 | 3.91 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 268,885 | 177.96 | 14,143 | 186.99 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 4,485 | 236 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 54,636 | 0.62 | 2,874 | 3.87 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8,824 | 464 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13,175 | 8.24 | 693 | 11.61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,795,631 | 1.99 | 462,650 | 5.29 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 238 | 0.42 | 13 | 0.00 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 7,076 | 0.01 | 372 | 3.33 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 35,559 | 3.12 | 1,870 | 6.49 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 41,617 | 5.23 | 2,189 | 8.64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,297 | 3.29 | 226 | 7.11 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 3,990 | 210 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 65,486 | 1,086.56 | 3,445 | 1,125.62 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 105 | 6 | ||||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 22,974 | 0.10 | 1,208 | 3.34 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 50,344 | 0.97 | 2,648 | 4.25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 395 | 0.77 | 21 | 5.26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,905 | 0.89 | 417 | 4.26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,951 | 208 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 15,060 | 26.23 | 792 | 30.48 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 50,219 | 2,642 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 13,915 | 732 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4,943 | 0.26 | 260 | 3.19 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 182 | 10 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 304,328 | 9.26 | 16 | 14.29 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10,831 | 126.02 | 570 | 133.20 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1,394 | 0.65 | 73 | 4.29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 61,900 | 1.94 | 3,256 | 5.24 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 4,382 | 0.85 | 231 | 4.07 | ||||
| 2025-07-16 | 13F | American National Bank | 11,134 | 10.63 | 586 | 14.26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45,142 | 14.02 | 2,374 | 17.70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 353,039 | 1,909.33 | 18,570 | 1,974.75 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 94,719 | 9.10 | 4,982 | 12.64 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 46,425 | 110.31 | 2,442 | 117.17 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22,547 | 109.33 | 1,186 | 116.24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,052 | 23.16 | 213 | 27.54 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,079 | 31.75 | 57 | 36.59 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 390 | 0.78 | 20 | 5.26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 105 | -1.87 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 100 | 400.00 | 5 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 574,513 | 11.98 | 30,219 | 15.61 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 | 50.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21,511 | 45.47 | 1,132 | 50.13 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 4,898 | 3.79 | 258 | 7.08 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 118,415 | 6.34 | 6,229 | 9.78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6,110 | 111.42 | 320 | 120.69 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16,031 | 843 | ||||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 16,868 | 22.92 | 887 | 26.90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 4,815 | 253 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 7,143 | 93.21 | 0 | |||||
| 2025-07-30 | 13F | Gimbal Financial | 168,867 | 8,882 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 37 | 0 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 65 | 3 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 639 | 34 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 346,248 | 15.53 | 18,213 | 19.27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41,908 | 164.91 | 2,204 | 173.45 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 6,884 | 0.85 | 362 | 4.32 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 93 | 5 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,791 | 147 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 86,534 | 26.31 | 4,552 | 30.40 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 19,319 | 37.00 | 1,016 | 41.50 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13,380 | 704 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 41,304 | 2.08 | 2,173 | 5.39 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 4,132 | 217 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9,235 | 486 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5,540 | 1.60 | 291 | 5.05 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,247 | 10.63 | 327 | 14.79 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 16,745 | 1 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 13,599 | 0.48 | 715 | 3.77 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 46,378 | 4.01 | 2,440 | 7.40 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,854 | 0 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 616 | 0.65 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 800 | 0.63 | 0 | |||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 7,494 | 7.64 | 394 | 11.30 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 48 | 3 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 16,711 | 1.87 | 879 | 5.15 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 5,660 | 298 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 124 | 69.86 | 7 | 100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 45,610 | 12.50 | 2,399 | 16.17 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 23 | 4.55 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11,279 | 593 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 600 | 32 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7,305 | 56.76 | 384 | 62.03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 606,961 | 12.34 | 31,926 | 15.98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,225 | 37.82 | 170 | 42.02 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 10,326 | 37.83 | 543 | 42.52 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 48,717 | 34.97 | 2,482 | 41.02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,724 | 59.86 | 143 | 72.29 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13,247 | 4.81 | 697 | 12.99 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5,388 | 283 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 77,542 | 4.53 | 4,079 | 7.94 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 200,752 | 305.49 | 10,560 | 318.68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 383,892 | 3.53 | 20 | 11.11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4,308 | 9.17 | 227 | 12.44 |
