Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF, to m.in Clear Creek Financial Management, LLC, Hanseatic Management Services Inc, Merit Financial Group, LLC, Virtue Capital Management, LLC, Atomi Financial Group, Inc., Focus Financial Network, Inc., Kingswood Wealth Advisors, Llc, Diversify Wealth Management, Llc, Foundations Investment Advisors, LLC, Ubs Asset Management Americas Inc, Accelerate Investment Advisors LLC, Motiv8 Investments LLC, Belvedere Trading LLC, Banque Transatlantique SA, True Wealth Design, LLC, N.E.W. Advisory Services LLC, Truvestments Capital Llc, Evergreen Advisors, LLC, Operose Advisors LLC, i Gill Capital Partners, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Assetmark, Inc | 26 | 2 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 86 | 45,76 | 8 | 75,00 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 31 179 | 1,75 | 2 698 | 6,73 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 6 | 1 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 727 | 236 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2 376 | 206 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 51 868 | 11,73 | 4 488 | 17,22 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 44 437 | 1,12 | 3 845 | 6,07 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 2 347 | 203 | ||||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 588 | 5,77 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 4 855 | 0,94 | 420 | 6,06 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1 919 | 0,16 | 166 | 5,06 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 4 332 | 15,21 | 375 | 20,65 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 6 329 | 4,04 | 548 | 9,18 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 547 | 526,32 | 134 | 565,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 18 976 | 2,70 | 1 642 | 7,68 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 120 | 10 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2 949 | 255 | ||||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 3 700 | 320 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 6 406 | 79,49 | 554 | 88,44 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 79 | 7 | ||||||
| 2026-05-08 | 13F | Valley Brook Capital Group, Inc. | 6 288 | 15,84 | 544 | 21,70 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 19 169 | 6,18 | 1 659 | 11,35 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 17 904 | 4,24 | 1 549 | 9,39 | ||||
| 2026-05-12 | 13F | Creative Planning | 6 429 | 37,55 | 556 | 44,42 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 3 251 | 0,31 | 281 | 5,24 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2 032 | 0,35 | 176 | 4,79 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 17 686 | 7,15 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7 874 | 681 | ||||||
| 2026-05-14 | 13F | Mcrae Capital Management Inc | 4 738 | 2,31 | 410 | 7,35 | ||||
| 2026-05-14 | 13F | Monte Financial Group, LLC | 3 787 | 8,95 | 328 | 14,34 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3 574 | 27,01 | 309 | 33,19 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2 972 | 2,80 | 261 | 9,66 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 142 307 | 13,56 | 12 312 | 19,13 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 501 729 | 0,55 | 43 410 | 5,47 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 6 418 | 1,70 | 555 | 6,73 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 16 029 | 1 387 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 182 270 | 4,80 | 15 770 | 9,94 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3 144 | 0,03 | 259 | 0,78 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 4 620 | 5,07 | 400 | 10,22 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 846 | 353 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 662 | 3,22 | 230 | 8,49 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4 156 | 360 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5 038 | 100,64 | 436 | 110,14 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 3 054 | 0,30 | 264 | 5,18 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 38 168 | 5,65 | 3 302 | 10,84 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 283 | 284 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 95 802 | 184,25 | 8 289 | 198,24 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 22 | 15,79 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 18 608 | 1,78 | 1 535 | 2,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 561 | 0,13 | 129 | 0,79 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 908 | 79 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19 506 | 9,26 | 1 688 | 14,61 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 800 | 69 | |||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 112 300 | 0,34 | 9 716 | 5,27 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 37 991 | 7,30 | 3 287 | 12,53 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 19 657 | 2,37 | 1 701 | 7,39 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 197 | 17 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 2 417 | 209 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6 552 | 30,62 | 567 | 37,05 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 7 877 | 3,06 | 681 | 8,10 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 15 153 | 26,37 | 1 311 | 32,56 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 2 493 | 0,12 | 229 | 2,70 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 880 | 23,39 | 422 | 29,45 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 16 991 | 2,06 | 1 470 | 7,06 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 1 100 | 95 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 3 018 | 20,14 | 261 | 26,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3 172 | 448,79 | 274 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 26 357 | 2 280 | ||||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 23 142 | 2 002 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 5 104 | 35,93 | 475 | 53,72 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12 853 | 1 112 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 24 | 2 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3 034 | 0,26 | 263 | 5,22 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 9 | 1 | ||||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 689 | 60 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1 001 | 0 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 72 680 | 2,27 | 6 288 | 7,29 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10 856 | 197,18 | 939 | 211,96 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2 970 | 257 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 250 | 22 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 213 925 | 2,32 | 18 509 | 7,33 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2 950 | 255 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 117 | 27,17 | 10 | 42,86 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 4 141 | 27,53 | 358 | 34,08 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 7 113 | 146,30 | 626 | 162,61 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 127 293 | 23,39 | 11 | 37,50 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 731 | 240,00 | 63 | 270,59 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 6 133 | 531 | ||||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 76 159 | 2,04 | 6 589 | 7,05 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 201 | 17 | ||||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 63 | 5 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 13 876 | 13,52 | 1 201 | 19,05 | ||||
| 2026-04-23 | 13F | American National Bank | 15 222 | 5,47 | 1 317 | 10,59 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 6 457 | 559 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 8 095 | 9,53 | 1 | |||||
| 2026-04-06 | 13F | CX Institutional | 1 461 | 16,79 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 889 710 | 6,29 | 76 978 | 11,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 24 376 | 71,95 | 2 076 | 77,50 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 4 778 | 12,88 | 413 | 18,34 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 735 | 237 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 4 165 | 0,31 | 360 | 5,26 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 18 540 | 13,81 | 1 604 | 19,43 | ||||
| 2026-04-22 | 13F | Vicus Capital | 50 344 | 4 356 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 4 414 | 0,82 | 382 | 5,54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 846 | 12,50 | 71 | 12,90 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 11 036 | 2,33 | 955 | 7,31 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 24 313 | 89,44 | 2 104 | 98,77 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 13 871 | 1 160 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 275 115 | 24,89 | 23 803 | 31,01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 104 956 | 23,23 | 9 081 | 29,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 42 974 | 49,76 | 3 718 | 57,14 | ||||
| 2026-05-15 | 13F | Fmr Llc | 80 949 | 10,52 | 7 004 | 15,92 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 190 | 6,15 | 16 | 14,29 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 36 | 3 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 62 979 | 2,67 | 5 269 | 4,13 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 700 | 0,29 | 147 | 5,76 |
