Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Value Factor ETF meliputi Traub Capital Management LLC, National Asset Management, Inc., Quantinno Capital Management LP, Hrt Financial Lp, Kovitz Investment Group Partners, LLC, Foronjy Financial Llc, New England Private Wealth Advisors LLC, Twin Peaks Wealth Advisors, LLC, Glenmede Investment Management, LP, BOK Financial Private Wealth, Inc., SRS Capital Advisors, Inc., Russell Investments Group, Ltd., dan Kings Path Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 178,389 | 19.57 | 11,394 | 28.16 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,320 | 0.08 | 340 | 7.28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9,283 | 593 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 357,889 | 116.85 | 22,859 | 132.43 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 5,183 | 2.37 | 331 | 9.97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43,647 | 26.14 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32,636 | 18.43 | 2,084 | 26.92 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,461 | 0.39 | 349 | 7.41 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 146,131 | 0.04 | 9,333 | 7.23 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 982 | 65 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 28,311 | 1,808 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3,315 | 215 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 177,883 | 7.89 | 11,361 | 15.63 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 56,078 | 5.93 | 3,582 | 13.54 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,236 | 50.23 | 1 | |||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 45,482 | 40.09 | 2,905 | 50.16 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,162 | 2.54 | 266 | 10.42 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 13,335 | 185.00 | 852 | 206.12 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3,497 | 223 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 3,428 | 219 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5,592 | 1.10 | 357 | 8.51 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 321,535 | 0.72 | 20,536 | 7.95 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 18,915 | 1,208 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 26,135 | 53.31 | 1,662 | 64.72 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 253 | 16 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 104,980 | 3.02 | 6,705 | 10.42 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3 | 0 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 14 | 366.67 | 1 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7,669 | 17.86 | 490 | 26.36 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,823 | 22.00 | 2,033 | 30.76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,398,051 | 7.23 | 89,293 | 14.93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49,535 | 115.02 | 3,164 | 130.54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,712,580 | 78.90 | 109,382 | 91.75 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 4,895 | 0.55 | 313 | 7.59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 30,572 | 10.01 | 1,953 | 17.87 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,324 | 340 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,558 | 0.15 | 610 | 11.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14,467 | 924 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 17,973 | 1,148 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 150,335 | 0.13 | 9,602 | 7.31 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 140,932 | 7.93 | 9,001 | 15.68 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,746 | 3.05 | 239 | 10.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,969 | 2.96 | 892 | 10.40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,104 | 10.95 | 518 | 18.85 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 109,495 | 1.98 | 6,993 | 9.32 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24,748 | 0.73 | 1,581 | 7.92 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6,062 | 2.33 | 387 | 9.63 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 64,778 | 9.42 | 4,137 | 17.30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,645 | 0.18 | 361 | 4.05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,210 | 0 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 72 | 5 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,179 | 75 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,152 | 4,672.41 | 265 | 5,200.00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 759 | 15.17 | 48 | 23.08 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 178,222 | 2.48 | 11,383 | 9.85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 26,785 | 6.47 | 1,711 | 14.08 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 37 | 2 | ||||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 78,879 | 21.00 | 5,038 | 29.71 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,242 | 0.32 | 79 | 8.22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 294,469 | 15.90 | 18,808 | 24.22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3,652 | 2.56 | 233 | 9.91 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 414,937 | 9.83 | 26,502 | 17.72 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7,853 | 0.10 | 502 | 7.28 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 5,927 | 0.36 | 379 | 7.69 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 15,089 | 5.96 | 964 | 13.56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,317 | 5.60 | 212 | 12.83 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,968 | 0.84 | 253 | 4.55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29,371 | 12.72 | 1,876 | 20.81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 208,079 | 7.44 | 13,290 | 15.16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,500 | 224 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15,056 | 13.88 | 962 | 22.11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,775 | 6.89 | 497 | 14.55 |
