Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF comprennent EdgeRock Capital LLC, Fortress Financial Group, Llc, Priebe Wealth Holdings LLC, Investmark Advisory Group LLC, Summit Wealth Group Llc / Co, Harbor Asset Planning, Inc., Orion Portfolio Solutions, LLC, Axis Wealth Partners, LLC, Sowell Financial Services LLC, Herbst Group, Llc, Change Path, LLC, Schmidt P J Investment Management Inc, D. E. Shaw & Co., Inc., Rolek Wealth Management LLC, Retirement Income Solutions, Inc, NWF Advisory Services Inc., Creekmur Asset Management LLC, Bfsg, Llc, Ameritas Advisory Services, LLC, et Beacon Capital Management, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 57 848 | 17,56 | 1 995 | 30,05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28 112 | 35,34 | 970 | 49,77 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 1 887 103 | 65 146 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 14 014 | 91,66 | 483 | 111,84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 591 | 8,16 | 55 | 20,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32 665 | 0,27 | 1 127 | 10,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 184 | 192,91 | 282 | 224,14 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6 491 | 224 | ||||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 10 291 | 81,44 | 321 | 72,04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 954 | 277,27 | 102 | 304,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 7 688 | 0,27 | 265 | 10,88 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 6 329 | 218 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 014 | 0,23 | 345 | 10,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 51 | 2 | ||||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 33 | 1 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 151 857 | 29,50 | 5 238 | 43,20 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7 981 | 275 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 587 | 20 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 63 100 | 221,94 | 2 176 | 256,14 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 164 458 | 162,78 | 5 672 | 190,72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 230 866 | 2 583,86 | 8 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 871 | 18,24 | 858 | 30,64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 874 | 0,32 | 65 | 10,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 26 555 | 8,63 | 916 | 20,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 368 414 | 4,71 | 12 707 | 15,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 129 | 39 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 437 534 | 5,19 | 15 091 | 16,32 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11 644 | 2,86 | 402 | 13,60 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 11 715 | 1,86 | 404 | 12,85 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 75 397 | 10,10 | 2 600 | 21,78 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 22 636 | 2,13 | 803 | 16,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 224 140 | 1 206,02 | 7 805 | 1 358,69 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 10 832 | 20,24 | 374 | 33,21 | ||||
| 2025-08-08 | 13F | King Wealth | 6 789 | 0,22 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 459 228 | 19,06 | 50 329 | 31,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 17 690 | 2,66 | 610 | 13,59 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10 059 | 61,43 | 347 | 78,35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 46 458 | 342,67 | 2 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 12 862 | 444 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 872 | 203 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 150 | 348 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 122 | 53,85 | 901 | 70,13 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 99 | 3 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 549 587 | 111,98 | 18 955 | 134,42 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 153 685 | 3,46 | 5 301 | 13,88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 35 019 | 30,84 | 1 208 | 37,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 274 | 24,13 | 1 320 | 37,36 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 5 313 | 2,06 | 183 | 6,40 | ||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 6 053 | 209 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 226 | 0,33 | 42 | 10,53 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 141 | 5 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 31 | 1 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 2 224 321 | 9,19 | 76 717 | 20,75 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 20 | 33,33 | 1 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 577 | 0,25 | 54 | 10,20 | ||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 20% Portfolio Investor Class | 283 455 | 83,38 | 8 841 | 73,67 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 926 | 239 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 193 241 | 3 794,42 | 6 665 | 3 988,34 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 28 873 | 2,00 | 996 | 12,81 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 218 695 | 7 543 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 343 | 12 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 16 622 | 0,05 | 573 | 10,62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 537 702 | 1,14 | 122 | 11,93 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 152 601 | 0,89 | 5 263 | 11,58 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | 0 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 34 555 | 28,00 | 1 192 | 41,45 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9 888 | 341 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 546 | 54,38 | 122 | 71,83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 516 | 18 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 76 580 | 42,35 | 2 699 | 70,71 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 32 253 | 3,20 | 1 132 | 16,22 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3 295 512 | 24,38 | 113 662 | 37,54 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 54 498 | 1 880 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156 612 | 2,31 | 5 | 25,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 228 | 100,00 | 8 | 133,33 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Target Volatility Portfolio Service Class | 386 087 | 508,63 | 13 316 | 573,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 135 | 3,91 | 695 | 16,64 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 16 781 | 35,57 | 579 | 49,74 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 12 478 | 4,51 | 430 | 15,59 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6 708 | 231 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 29 108 | 61,24 | 1 004 | 78,15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15 209 | 58,79 | 525 | 75,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 100 | 3 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 221 | 32,57 | 42 | 50,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57 143 | 25,37 | 1 971 | 38,63 | ||||
| 2025-05-27 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 7 664 | 130,63 | 239 | 119,27 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 5 926 | 204 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 800 | 47,06 | 62 | 63,16 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13 361 | 0,27 | 461 | 10,84 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19 188 | 3,84 | 662 | 14,76 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2 485 | 0,28 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 94 814 | 9,63 | 3 278 | 34,25 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 32 206 | 1 111 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | 14,29 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 370 885 | 7,61 | 12 792 | 19,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 16 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 859 | 0,23 | 30 | 11,54 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5 026 | 173 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 389 | 48 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 238 410 | 8 223 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 129 | 0 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 6 852 | 4,83 | 236 | 16,26 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 283 | 0,74 | 527 | 11,42 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8 665 | 4,44 | 299 | 15,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 54 656 | 1 557,75 | 1 885 | 1 748,04 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 34 555 | 26,98 | 1 192 | 40,45 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 7 195 | 248 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 768 | 4,44 | 727 | 17,10 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 142 783 | 69,00 | 4 925 | 86,87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 387 | 5,36 | 151 | 17,05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 812 | 56,74 | 97 | 95,92 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 175 | 2,84 | 247 | 13,82 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 186 678 | 5,34 | 6 438 | 16,48 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 117 | 4 | ||||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 156 134 | 1,40 | 5 385 | 12,14 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 65 932 | 23,80 | 2 274 | 36,85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 370 421 | 406,33 | 47 266 | 459,95 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 219 | 0,56 | 111 | 5,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 141 139 | 75,69 | 73 848 | 94,28 |
