Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF comprennent Summit Wealth Group Llc / Co, 21 West Wealth Management LLC, Staley Capital Advisers Inc, PBMares Wealth Management LLC, Summit Financial, LLC, Soundwatch Capital LLC, Glenmede Investment Management, LP, Atlantic Union Bankshares Corp, Briaud Financial Planning, Inc, SRS Capital Advisors, Inc., AlphaCore Capital LLC, et Russell Investments Group, Ltd. .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 8 846 | 0,43 | 239 | -0,83 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 115 511 | 0,74 | 3 123 | -0,83 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55 917 | 13,24 | 1 518 | 11,87 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class R Shares | 1 272 267 | 304,89 | 34 071 | 351,63 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 820 011 | 3,75 | 22 173 | 2,13 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 120 698 | 2,41 | 3 264 | 0,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53 047 | 15,79 | 1 434 | 13,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 184 060 | 11,21 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 131 503 | 1,69 | 3 556 | 0,08 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 93 | 1,09 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 4 | 0 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 4 850 | 2 236 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 8 713 | 236 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5 886 | 6,23 | 159 | 4,61 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 6 016 | 3,33 | 163 | 1,89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 41 427 | 2,92 | 1 120 | 1,27 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 72 | 2 | ||||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 39 972 | 1 081 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 212 | 0,95 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 233 877 | 11,87 | 6 324 | 10,12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41 932 | 48,34 | 1 134 | 46,01 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 145 296 | 0,59 | 3 929 | -0,98 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 380 222 | 12,69 | 10 281 | 10,93 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38 682 | 21,46 | 1 046 | 19,57 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 7 396 | 203 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 7 744 | 209 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 23 578 | 9,13 | 638 | 7,42 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 11 336 | 0,04 | 307 | -1,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 146 | 4 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 603 416 | 2,78 | 16 316 | 1,17 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 57 609 | 0,02 | 1 558 | -1,58 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 9 389 | 254 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 68 662 | 0,05 | 1 857 | -1,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 56 975 | 33,62 | 1 541 | 31,51 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 71 751 | 3,54 | 1 940 | 1,94 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 105 892 | 13 304,05 | 2 863 | 13 533,33 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 198 454 | 1,56 | 5 366 | -0,02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 551 | 258 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3 073 | 0,99 | 83 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 74 608 | 1,02 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 874 | 429 | ||||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 13 146 | 2,18 | 355 | 0,57 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 439 | 0 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 198 | 1,02 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 61 141 | 1,29 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 14 439 | 41,05 | 390 | 38,79 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 303 151 | 1,50 | 8 197 | -0,09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 416 893 | 1,42 | 11 273 | -0,18 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 189 228 | 1,53 | 5 117 | -0,06 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 294 | 8 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 000 | 27 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 50 | 19,05 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 49 792 | 42,78 | 1 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 460 | 67 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 0,00 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 103 | 415,00 | 3 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 9 844 | 21,07 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 221 408 | 5,90 | 33 027 | 4,25 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 44 311 | 7,56 | 1 198 | 5,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 95 170 | 14,80 | 2 573 | 13,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 4 | 100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 776 | 116,54 | 75 | 117,65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29 797 | 806 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 26 533 | 0,65 | 718 | -0,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 9 893 | 11,55 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 45 363 | 1 227 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50 346 | 1 361 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 114 | 0,88 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 72 388 | 19,94 | 1 957 | 18,11 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 167 493 | 18,38 | 4 529 | 8,61 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 137 030 | 0,96 | 3 705 | -0,62 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 044 | 218 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 16 633 | 0,39 | 450 | -1,32 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 120 775 | 3,16 | 3 266 | 1,56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30 | 1 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 468 | 60,82 | 13 | 71,43 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 50 011 | 26,81 | 1 351 | 28,45 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 240 990 | 2,73 | 6 516 | 1,12 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 16 972 | 11,65 | 459 | 9,83 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 17 | 0 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 566 976 | 0,14 | 15 331 | -1,43 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 413 | 0,98 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 25 818 | 53,44 | 698 | 51,08 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 7 731 | 209 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 63 141 | 2,79 | 1 707 | 1,19 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 100 | 1,01 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25 665 | 0,51 | 694 | -1,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 387 771 | 8,48 | 10 485 | 6,78 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 467 376 | 3,85 | 12 638 | 2,22 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 854 | 0,95 | 23 | 0,00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 16 519 | 2,69 | 447 | 1,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 791 | 9,41 | 184 | 9,58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 037 875 | 1,15 | 28 064 | -0,43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 38 756 | 2,38 | 1 048 | 2,45 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 59 639 | 15,05 | 1 550 | 8,85 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 150 809 | 2,25 | 4 073 | 3,59 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 102 291 | 2 766 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 33 087 | 166,74 | 895 | 162,94 |
