Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Covington Trust - Fidelity Enhanced Small Cap ETF comprennent Sagespring Wealth Partners, Llc, Atria Investments Llc, Gallagher Fiduciary Advisors, LLC, Global Retirement Partners, LLC, Parkside Investments, LLC, Modus Advisors, LLC, Jane Street Group, Llc, Mayfair Advisory Group, LLC, Investmark Advisory Group LLC, Forefront Analytics, LLC, Investment Advisory Services Inc /tx /adv, Valmark Advisers, Inc., Clg Llc, IFG Advisory, LLC, Wealth Enhancement Advisory Services, Llc, Sowell Financial Services LLC, tru Independence LLC, Sigma Planning Corp, Mcrae Capital Management Inc, et Equitable Holdings, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Worth Asset Management, LLC | 7 992 | 256 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 687 | 246 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 58 564 | 1 873 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 13 309 | 173,40 | 426 | 197,20 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17 657 | 6,47 | 565 | 15,57 | ||||
| 2025-08-08 | 13F | Croban | 39 337 | 7,72 | 1 258 | 16,82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 413 | 77 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 16 362 | 523 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 790 | 601 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 722 199 | 71,23 | 55 093 | 85,81 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 34 969 | 19,97 | 1 119 | 30,15 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5 650 | 181 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 5 214 | 31,83 | 167 | 43,10 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 18 763 | 109,92 | 622 | 152,85 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 23 | 1 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 34 648 | 42,39 | 1 108 | 54,53 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 176 577 | 5 649 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 44 775 | 1 432 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 133 565 | 52,39 | 4 273 | 65,39 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 965 | 31 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 406 | 17,34 | 13 | 20,00 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 196 262 | 12,02 | 6 278 | 21,55 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 152 530 | 2,83 | 5 066 | 15,85 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 136 663 | 7,05 | 4 372 | 16,16 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 15 504 | 3,38 | 496 | 11,99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 415 | 365 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197 343 | 153,54 | 6 313 | 175,20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 290 167 | 40,02 | 9 282 | 51,94 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 87 419 | 1,90 | 2 797 | 2,98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 180 325 | 5 769 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 272 | 9 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 300 | 29 900,00 | 10 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 82 636 | 25,54 | 3 | 100,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 297 790 | 9 526 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 260 | 392 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 37 767 | 0,19 | 1 208 | 8,73 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16 371 | 524 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 29 409 | 941 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 114 145 | 51,27 | 3 652 | 64,16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6 585 | 11,89 | 211 | 21,39 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 16 618 | 3,01 | 532 | 11,79 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 612 | 613 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16 247 | 520 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 233 | 88,44 | 71 | 108,82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8 418 | 269 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 123 | 36 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 582 | 243 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 419 351 | 3,60 | 13 415 | 12,43 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 15 090 | 22,83 | 483 | 33,15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 10 367 | 0,05 | 332 | 8,52 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 127 525 | 4 080 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 85 144 | 120,94 | 2 724 | 139,70 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 16 095 | 515 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 8 | 0 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 54 190 | 1 800 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16 457 | 27,70 | 526 | 38,79 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 28 112 | 65,19 | 899 | 79,44 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 368 493 | 2,82 | 11 788 | 11,58 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 249 597 | 8,19 | 7 985 | 17,41 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 28 138 | 900 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 22 558 | 33,51 | 722 | 44,78 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14 423 | 461 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 358 | 0,56 | 11 | 10,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 458 | 15 | ||||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 17 224 | 1,85 | 551 | 9,78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 111 | 162,59 | 227 | 187,34 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 247 397 | 3,00 | 7 914 | 11,76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 59 855 | 60,59 | 1 915 | 74,32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 264 590 | 61,83 | 8 465 | 75,62 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 880 | 220 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 184 | 897,42 | 198 | 994,44 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 21 623 | 1 229,01 | 692 | 1 228,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 256 131 | 146,90 | 8 194 | 167,92 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 719 | 55 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 50 | 2 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40 146 | 89,18 | 1 293 | 107,05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 572 045 | 12 996,27 | 18 300 | 14 196,09 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 121 475 | 3 886 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 64 830 | 16,28 | 2 074 | 26,17 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 502 | 0,61 | 372 | 10,39 | ||||
| 2025-08-14 | 13F | Clg Llc | 21 287 | 681 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 495 | 240 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 39 337 | 1 258 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 7 135 | 210 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 702 | 22 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 179 995 | 5 758 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 203 663 | 1,66 | 6 515 | 10,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 657 583 | 62,76 | 53 026 | 76,62 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 88 477 | 16,13 | 2 830 | 26,00 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 114 783 | 3 672 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 204 | 0,08 | 39 | 8,57 |
