Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Covington Trust - Enhanced Large Cap Value ETF comprennent Weil Company, Inc., Investmark Advisory Group LLC, Summit Wealth Group Llc / Co, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, Stifel Financial Corp, Wealthcare Advisory Partners LLC, Leo Wealth, LLC, Foronjy Financial Llc, Quantinno Capital Management LP, FMA Wealth Management, LLC, Hrt Financial Lp, Cerity Partners LLC, Ameritas Advisory Services, LLC, Bogart Wealth, LLC, Register Financial Advisors LLC, CoreCap Advisors, LLC, Anchor Investment Management, LLC, Assetmark, Inc, et Kings Path Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 727 871 | 22,85 | 55 | 25,58 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 703 | 22 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 595 | 12,72 | 337 | 16,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 412 | 13 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 324 | 398,46 | 10 | 400,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 426 | 141 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 37 888 | 0,02 | 1 204 | 3,35 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 15 027 | 0,09 | 477 | 3,47 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 62 945 | 2 000 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 12 716 984 | 7,66 | 404 019 | 11,27 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 8 735 | 0,47 | 278 | 3,75 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 1 947 | 0,46 | 62 | 3,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 527 | 0,39 | 239 | 3,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107 080 | 6,15 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 18 937 | 7,82 | 602 | 11,50 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7 671 | 244 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10 019 | 4,65 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 15 191 | 4,66 | 483 | 8,07 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 563 | 0,36 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 15 007 | 477 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 199 | 0,51 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 812 | 1,50 | 502 | 5,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 141 229 | 815,88 | 4 487 | 846,41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 675 | 12,81 | 312 | 18,63 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 137 | 33,67 | 608 | 37,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 842 672 | 25,92 | 26 772 | 30,14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 47 | 1 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 20 328 | 646 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7 213 | 0,04 | 229 | 3,62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 625 | 3 650,00 | 83 | 4 050,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 088 | 162 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 31 863 | 1 012 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 297 | 0,34 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 604 | 242 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 941 | 0,09 | 221 | 3,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10 918 | 347 | ||||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 7 108 | 226 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 900 | 315 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 4 030 | 0,47 | 128 | 4,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 160 | 5 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 18 571 | 0,48 | 590 | 3,70 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 434 | 14 | ||||||
| 2025-08-08 | 13F | Creative Planning | 17 049 | 2,92 | 542 | 6,29 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 20 449 | 4,56 | 650 | 7,99 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 243 | 4,28 | 135 | 7,20 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 681 | 0,42 | 53 | 3,92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 006 | 128,42 | 96 | 137,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 287 | 3,13 | 136 | 7,09 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 8 836 | 0,03 | 281 | 3,32 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 727 | 0 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 069 | 66 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 259 | 0,31 | 294 | 17,13 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 446 | 38,08 | 14 | 55,56 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 47 906 | 0,95 | 1 522 | 4,32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 349 | 0,47 | 170 | 3,68 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 9 865 | 3,50 | 313 | 3,30 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 194 | 14,31 | 283 | 15,10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 935 | 0,12 | 412 | 3,78 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 873 531 | 2 794,69 | 27 752 | 2 893,74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 224 | 276,95 | 71 | 311,76 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 253 501 | 8 054 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 6 974 | 0,36 | 222 | 3,76 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 609 518 | 12,53 | 19 | 18,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126 084 | 86,79 | 4 006 | 93,01 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 084 | 257 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 13 823 | 9,23 | 439 | 12,85 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 400 | 0,50 | 235 | 3,98 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 47 873 | 3,08 | 1 459 | 2,17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 708 | 213 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 12 | 0 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7 814 | 0,48 | 248 | 3,77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 42 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 619 | 371,04 | 83 | 388,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 71 647 | 222,91 | 2 276 | 233,72 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 158 996 | 8,00 | 5 051 | 11,62 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6 522 | 207 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 5 610 | 0,47 | 178 | 4,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 459 664 | 4,00 | 14 604 | 7,49 |
