Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Fidelity Covington Trust - Fidelity Blue Chip Growth ETF, to m.in Advyzon Investment Management, LLC, Storen Legacy Partners, LLC, TritonPoint Partners, LLC, Signature Wealth Management Group, Barnes Wealth Management Group, Inc, Merit Financial Group, LLC, Clarity Asset Management, Inc., Brookwood Investment Group LLC, YHB Investment Advisors, Inc., B.O.S.S. Retirement Advisors, LLC, CIBC World Markets Inc., Fifth Third Bancorp, Fiduciary Group LLC, Baron Wealth Management LLC, Commerce Advisors, LLC, Meramec Financial Planners, LLC, Lloyd Advisory Services, LLC., Kingdom Financial Group LLC., Zions Bancorporation, National Association /ut/, i Cassaday & Co Wealth Management LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13 564 | 27,04 | 1 | |||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 34 | 2 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 11 176 | 216,96 | 560 | 190,16 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 4 555 | 20,06 | 228 | 9,62 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 44 | 2 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 475 | 24 | ||||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 148 158 | 10,04 | 7 426 | 0,57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 32 | 2 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 | 0 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 9 330 | 58,81 | 468 | 45,03 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 76 | 4 | ||||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 468 312 | 5,37 | 23 472 | -3,70 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 23 532 | 148,81 | 1 400 | 166,98 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 424 337 | 21 268 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 5 785 | 290 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 15 044 | 49,35 | 754 | 36,59 | ||||
| 2026-05-04 | 13F | Adell Harriman & Carpenter Inc | 41 756 | 2,41 | 2 093 | -6,40 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 81 320 | 0,17 | 4 076 | -8,45 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 186 | 260 | ||||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 5 376 | 31,51 | 269 | 20,09 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 455 846 | 92,98 | 23 | 83,33 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 90 297 | 16,64 | 4 526 | 6,60 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 136 702 | 8,81 | 6 852 | -0,55 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 122 241 | 2,21 | 6 127 | -6,59 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 7 595 | 381 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 506 764 | 2,57 | 25 | -7,41 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 4 949 | 248 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 9 214 | 462 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 611 | 31 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 616 173 | 5,82 | 33 791 | 8,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 318 685 | 24,59 | 15 972 | 13,87 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 27 831 | 9,47 | 1 395 | 0,00 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 7 494 | 19,92 | 376 | 9,65 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 234 419 | 8,73 | 11 749 | -0,63 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 19 337 | 969 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 48 814 | 2,20 | 2 447 | -6,61 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 71 561 | 24,94 | 3 587 | 14,17 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 33 654 | 2,77 | 1 687 | -6,07 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 79 639 | 1,25 | 3 991 | -7,47 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 4 123 | 207 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 42 193 | 7,15 | 2 115 | -2,08 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 4 576 | 229 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 10 080 | 46,30 | 505 | 33,95 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 851 | 243 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 241 771 | 38,15 | 12 961 | 35,05 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 28 164 | 67,31 | 1 412 | 52,87 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 134 619 | 42,67 | 6 747 | 30,40 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 21 294 | 4,74 | 1 067 | -4,22 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 40 586 | 28,46 | 2 034 | 17,44 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 12 139 | 608 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 52 768 | 8,84 | 2 645 | -0,53 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 18 770 | 15,37 | 941 | 5,38 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 73 177 | 58,38 | 4 | 100,00 | ||||
| 2026-05-06 | 13F | Storgate, LLC | 612 060 | 5,46 | 30 676 | -3,61 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1 013 | 58 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 4 301 | 216 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 43 106 | 15,08 | 2 160 | 5,16 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 48 577 | 38,20 | 2 435 | 26,31 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3 729 | 62,06 | 187 | 47,62 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 550 | 57,14 | 28 | 42,11 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 85 938 | 16,13 | 4 307 | 6,14 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 123 100 | 1,11 | 6 170 | -7,59 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 7 853 | 0,78 | 394 | -7,96 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 7 084 | 355 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 12 223 | 613 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10 177 | 11,20 | 510 | 1,80 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7 900 | 0,52 | 396 | -8,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 82 405 | 9,50 | 4 200 | 0,41 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 33 155 | 14,91 | 1 662 | 4,99 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 96 476 | 4,95 | 4 835 | -4,09 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6 636 | 27,64 | 333 | 16,49 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 13 123 | 35,50 | 658 | 23,73 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 21 643 | 25,86 | 1 085 | 14,95 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 143 238 | 13,84 | 7 179 | 4,04 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 11 735 | 17,43 | 588 | 7,30 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 321 903 | 58,57 | 16 383 | 47,17 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 195 | 95,00 | 10 | 80,00 | ||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 448 744 | 23,93 | 22 491 | 13,26 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 611 | 31 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 400 | 20 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 416 | 21 | ||||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 206 806 | 11,92 | 10 365 | 2,29 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 36 775 | 16,26 | 1 843 | 6,29 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 104 316 | 59,02 | 5 228 | 45,34 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 79 152 | 23,94 | 3 967 | 13,28 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 45 203 | 18,01 | 2 266 | 7,86 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 124 060 | 5,11 | 6 218 | -3,94 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 50 068 | 10,72 | 2 509 | 1,21 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 88 083 | 128,34 | 4 415 | 108,70 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2 412 385 | 125,52 | 120 909 | 208 362,07 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 5 977 | 300 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 574 214 | 14,59 | 78 900 | 4,73 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 28 017 | 218,34 | 1 404 | 191,29 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 29 768 | 1 492 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 323 472 | 2,07 | 16 213 | -6,71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39 551 | 359,09 | 1 982 | 319,92 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 811 788 | 22,17 | 40 687 | 11,65 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 13 410 | 116,67 | 672 | 98,23 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2 202 | 77,58 | 110 | 61,76 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 663 672 | 24,27 | 33 263 | 13,57 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 230 983 | 33,11 | 11 189 | 17,58 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 20 485 | 88,28 | 1 027 | 103,98 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 42 446 | 49,56 | 2 127 | 36,70 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | 10 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 38 061 | 130,32 | 1 940 | 114,02 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 18 185 | 7,07 | 911 | -2,15 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 18 320 | 13,61 | 918 | 3,85 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 305 412 | 32,19 | 15 307 | 20,81 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 25 865 | 2,74 | 1 296 | -6,09 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 14 990 | 751 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 263 243 | 36,57 | 13 194 | 24,82 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 81 193 | 0,87 | 4 165 | -5,83 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 48 463 | 21,63 | 2 429 | 11,12 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 433 | 118,79 | 122 | 100,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 6 376 | 0,08 | 325 | -7,16 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 27 987 | 85,77 | 1 403 | 69,73 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 285 859 | 32,65 | 14 327 | 21,24 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 281 594 | 27,54 | 14 114 | 16,56 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 25 478 | 10,36 | 1 277 | 0,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 362 | 68 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9 146 | 2,34 | 458 | -6,53 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 143 | 7 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 77 743 | 1,38 | 3 896 | -7,35 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 262 099 | 13 136 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 516 531 | 16,98 | 25 889 | 6,91 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 10 208 | 30,91 | 512 | 19,67 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 174 305 | 13,78 | 8 736 | 6,34 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 164 739 | 2,96 | 8 | 0,00 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 8 907 | 1,34 | 446 | -7,47 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 325 360 | 15,79 | 16 307 | 5,82 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 312 053 | 1,22 | 15 640 | -7,49 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 24 705 | 10,49 | 1 238 | 0,98 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 4 120 | 206 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 100 | 5 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 86 505 | |||||||
| 2026-04-22 | 13F | Spire Wealth Management | 831 | 62,62 | 42 | 46,43 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 650 024 | 16,06 | 32 579 | 6,08 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 83 419 | 473,56 | 4 181 | 424,47 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 671 940 | 90,68 | 133 918 | 74,27 | ||||
| 2026-05-15 | 13F | Fmr Llc | 19 771 615 | 5,48 | 990 953 | -3,60 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 431 942 | 26,37 | 71 769 | 15,49 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 143 | 7 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 6 135 | 307 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 124 147 | 37,33 | 56 342 | 25,51 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 017 | 51 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 57 942 | 10,73 | 2 771 | -3,45 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 17 513 | 121,32 | 878 | 102,54 | ||||
| 2026-04-15 | 13F | Dedeker Financial LLC | 87 512 | 93,32 | 4 386 | 76,71 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 9 977 | 2 292,57 | 500 | 2 172,73 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 5 329 | 3,60 | 267 | -5,32 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 16 449 | 824 | ||||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 1 050 372 | 7,49 | 52 645 | -1,77 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 601 668 | 0,82 | 30 | -6,25 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 10 107 | 369,00 | 507 | 328,81 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 142 683 | 108,89 | 7 151 | 90,95 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 91 765 | 3,26 | 4 599 | -5,62 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 122 407 | 8,26 | 6 135 | -1,05 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 9 441 | 28,50 | 473 | 17,66 | ||||
| 2026-05-14 | 13F | Clg Llc | 199 954 | 5,50 | 10 022 | -3,58 | ||||
| 2026-05-05 | 13F | UBS Group AG | 825 993 | 2,53 | 41 399 | -6,30 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5 849 | 6,73 | 293 | -2,33 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1 342 354 | 19,68 | 67 279 | 9,37 |
