Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Fidelity Covington Trust - Fidelity Enhanced Small Cap Core ETF, to m.in Fifth Third Bancorp, Kfg Wealth Management, Llc, Stadion Money Management, LLC, HighPoint Advisor Group LLC, Riversedge Advisors, Llc, Richard W. Paul & Associates, LLC, Marble Wealth, LLC, Integrated Capital Management, LLC, Armor Investment Advisors, LLC, Kmg Fiduciary Partners, Llc, Independent Advisor Alliance, Smartleaf Asset Management LLC, Penobscot Wealth Management, D. E. Shaw & Co., Inc., Encompass More Asset Management, Kovack Advisors, Inc., Skyview Financial Group LLC, Peoples Bank /oh, MFA Wealth Services, i Betterment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 1 810 612 | 1,66 | 68 803 | 2,26 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1 053 734 | 2 467,27 | 40 042 | 2 483,29 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 137 069 | 1,68 | 5 178 | 5,07 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 75 285 | 21,46 | 2 861 | 19,32 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 245 | 9 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6 033 120 | 47,32 | 229 246 | 48,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 190 | 7 | ||||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 51 016 | 8,60 | 1 939 | 9,24 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 22 424 | 15,81 | 852 | 16,55 | ||||
| 2026-05-05 | 13F | UBS Group AG | 154 009 | 200,12 | 5 852 | 201,96 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 150 039 | 4,59 | 5 701 | 5,20 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 70 647 | 2 685 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 220 056 | 30,71 | 46 363 | 31,47 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 66 996 | 2 465 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13 563 | 520,73 | 515 | 528,05 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 45 651 | 1 735 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 237 178 | 33,93 | 9 | 50,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 139 293 | 26,13 | 5 293 | 26,87 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 211 | 0,25 | 46 | 2,22 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 7 918 | 19,39 | 301 | 20,00 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 32 196 | 3,01 | 1 223 | 3,64 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 16 266 | 45,14 | 618 | 46,10 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 360 173 | 19,73 | 13 687 | 20,42 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 56 615 | 477,94 | 2 151 | 481,35 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 871 856 | 284,61 | 33 131 | 286,85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 10 250 | 12,64 | 390 | 13,41 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14 459 | 549 | ||||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 429 616 | 16 325 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 306 710 | 14,37 | 11 655 | 15,03 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 6 779 | 258 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 26 | 1 | ||||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 169 186 | 6 429 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 7 005 | 266 | ||||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 412 569 | 16 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 63 688 | 11,53 | 2 420 | 12,19 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 170 | 6 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 39 599 | 22,03 | 1 505 | 22,78 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 38 049 | 1 457 | ||||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 78 873 | 60,86 | 2 997 | 61,83 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 212 154 | 30,98 | 8 062 | 31,74 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 140 061 | 12,07 | 5 322 | 12,73 | ||||
| 2026-01-29 | 13F | Comerica Bank | 9 082 | 11,46 | 343 | 15,49 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 5 624 | 0,23 | 214 | 0,95 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 110 681 | 4 206 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 314 436 | 50,49 | 11 949 | 51,37 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14 716 | 559 | ||||||
| 2026-05-12 | 13F | Creative Planning | 7 036 | 267 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 30 193 | 7,57 | 1 147 | 8,21 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 39 601 | 155,00 | 1 505 | 156,66 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 27 288 | 55,58 | 1 037 | 56,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 784 388 | 105 807 | ||||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1 011 631 | 8,12 | 38 442 | 8,75 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 87 984 | 0,06 | 3 343 | 0,66 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 80 258 | 38,70 | 3 050 | 48,66 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 191 | 0,53 | 7 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 45 989 | 42,87 | 1 748 | 43,67 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 281 068 | 35,45 | 10 681 | 35,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5 474 | 208 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 7 468 | 284 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 111 | 42 | ||||||
| 2026-05-12 | 13F | Croban | 130 070 | 8,15 | 4 943 | 8,81 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2 713 | 55,92 | 103 | 58,46 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 269 165 | 4,01 | 10 228 | 4,61 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 56 923 | 91,07 | 2 163 | 92,27 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 54 530 | 2 072 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 68 321 | 11,35 | 2 596 | 11,99 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 19 914 | 196,16 | 757 | 197,64 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2 250 | 17 207,69 | 86 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 338 806 | 70,22 | 50 896 | 71,23 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2 225 336 | 39,02 | 84 073 | 144 853,45 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 10 659 | 405 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 234 700 | 10,74 | 8 919 | 11,38 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 176 088 | 11,68 | 6 691 | 12,34 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 209 694 | 10,49 | 7 968 | 11,13 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 377 214 | 104,77 | 14 334 | 105,98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 13 887 | 39,74 | 528 | 40,53 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 12 098 | 0,02 | 460 | 0,66 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 863 | 17 160,00 | 33 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 28 402 | 31,97 | 1 079 | 32,72 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 15 040 | 3,25 | 572 | 3,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 357 112 | 33,51 | 13 571 | 34,29 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 159 792 | 5,54 | 6 072 | 6,15 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 119 627 | 4 546 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 742 | 6,00 | 28 | 7,69 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 37 319 | 0,86 | 1 418 | 1,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 120 995 | 4,99 | 4 598 | 5,58 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 19 591 | 766,09 | 744 | 775,29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 561 | 21 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 21 639 | 279,90 | 822 | 282,33 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 25 885 | 64,03 | 984 | 64,93 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 10 691 | 7,89 | 406 | 8,56 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 44 | 2 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 109 449 | 38,08 | 4 159 | 38,91 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 50 536 | 1 920 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 142 132 | 5 401 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 121 321 | 28,22 | 4 610 | 28,99 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 103 654 | 15,59 | 3 939 | 16,27 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 24 172 | 919 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 3 113 064 | 746,55 | 118 296 | 751,48 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 6 814 | 259 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 462 | 111,93 | 18 | 112,50 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 67 651 | 31,94 | 2 590 | 33,71 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 326 752 | 12 417 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 33 110 | 109,31 | 1 361 | 116,38 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 70 | 3 | ||||||
| 2026-04-22 | 13F | tru Independence LLC | 131 354 | 4,61 | 4 991 | 5,23 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 15 493 | 39,88 | 589 | 40,67 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3 749 748 | 16,06 | 142 490 | 16,73 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 23 392 | 17,12 | 889 | 17,77 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 923 152 | 2,14 | 35 080 | 2,74 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 9 360 | 74,63 | 356 | 75,74 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 3 700 | 48,00 | 141 | 48,94 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 68 877 | 578,52 | 2 617 | 583,29 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 18 141 | 24,00 | 689 | 24,82 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 8 099 | 308 | ||||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 117 289 | 4 457 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 683 | 67,40 | 26 | 66,67 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 23 773 | 9,68 | 903 | 10,39 | ||||
| 2026-05-05 | 13F | PFG Advisors | 58 076 | 11,19 | 2 207 | 11,81 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 111 093 | 4 222 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 13 039 | 495 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 860 278 | 0,56 | 32 691 | 1,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 132 405 | 32,73 | 81 031 | 33,50 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 727 780 | 1 095,14 | 27 656 | 1 102,39 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 11 989 | 60,78 | 456 | 61,92 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 157 192 | 9,49 | 6 105 | 11,73 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 5 897 | 201,79 | 224 | 206,85 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 33 251 | 51,31 | 1 264 | 52,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 40 253 | 12,51 | 1 530 | 13,18 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 63 817 | 10,58 | 2 425 | 11,24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 47 818 | 265,58 | 2 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 5 124 645 | 19,56 | 194 736 | 20,25 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 151 712 | 57 585,17 | 5 765 | 63 955,56 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 524 | 20 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 105 302 | 3,13 | 4 001 | 3,73 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 13 347 | 5,08 | 507 | 5,85 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 24 186 | 226,31 | 919 | 228,21 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 120 407 | 126,03 | 4 549 | 133,64 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 55 904 | 6,97 | 2 124 | 7,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 331 165 | 66,53 | 88 584 | 67,51 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 13 469 | 512 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 16 109 | 1 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 321 302 | 69,45 | 50 209 | 70,44 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 5 351 | 203 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 712 371 | 57,52 | 27 070 | 58,44 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 23 205 | 882 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 44 051 | 44,85 | 1 674 | 45,73 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 7 104 | 314 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 21 319 | 191,60 | 810 | 193,48 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 27 809 | 1 051 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 18 995 | 722 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 128 192 | 42,82 | 4 871 | 43,69 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 299 | 11 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 7 716 | 293 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 145 081 | 23,41 | 5 481 | 23,42 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 8 712 | 49,97 | 331 | 51,14 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 841 857 | 3,34 | 32 | 3,33 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 10 850 | 30,72 | 412 | 31,63 | ||||
| 2026-05-14 | 13F | Clg Llc | 38 512 | 19,55 | 1 463 | 20,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 962 108 | 46,84 | 74 560 | 47,70 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 32 322 | 50,10 | 1 228 | 51,05 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5 015 | 191 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 57 407 | 115,14 | 2 181 | 116,37 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 060 363 | 36,72 | 40 294 | 37,51 |
