Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Enhanced Large Cap Growth ETF includono Castleview Partners, Llc, InTrack Investment Management Inc, Summit Wealth Group Llc / Co, Sowell Financial Services LLC, Wealth Enhancement Advisory Services, Llc, Advyzon Investment Management, LLC, Tower Research Capital LLC (TRC), Baron Wealth Management LLC, Quantinno Capital Management LP, Element Wealth, LLC, Charter Capital Management, LLC\DE, Hrt Financial Lp, Fundamentun, Llc, Foronjy Financial Llc, Nations Financial Group Inc, /ia/ /adv, Transcend Wealth Collective, Llc, Goldman Sachs Group Inc, Fisher Asset Management, LLC, Cahill Financial Advisors Inc, e RMB Capital Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | IFG Advisory, LLC | 21.618 | 9,26 | 801 | 28,41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22.225 | 31,19 | 823 | 54,41 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 51.998 | 21,36 | 1.925 | 42,70 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8.100 | 17,39 | 300 | 37,79 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13.099 | 4,93 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22.006 | 37,93 | 815 | 62,15 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 21.071 | 0,04 | 780 | 17,65 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.801 | 104 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5.981.257 | 20,36 | 221 | 41,67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 111.039 | 2,60 | 4.112 | 20,59 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 12.665 | 45,74 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24.561 | 84,70 | 909 | 117,46 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26.372 | 977 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 24.448 | 4,33 | 905 | 22,63 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 24.697 | 90,75 | 915 | 124,57 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 190.632 | 89,46 | 7.059 | 122,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 275.017 | 123,96 | 10.184 | 163,26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.593 | 244 | ||||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 211.326 | 55,32 | 7.825 | 82,61 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.647 | 283 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10.634 | 11,58 | 394 | 31,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10.979 | 407 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12.282 | 455 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 11.426 | 423 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.072 | 40 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.941.796 | 7,70 | 220.025 | 26,60 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6.044 | 224 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 1.521 | 56 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 550.317 | 15,08 | 20.378 | 35,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.462 | 0,03 | 128 | 18,52 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11.193 | 2,87 | 414 | 21,05 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 11.706 | 46,03 | 433 | 71,83 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7.857 | 291 | ||||||
| 2025-08-08 | 13F | Creative Planning | 42.648 | 0,96 | 1.579 | 18,72 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8.938 | 331 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 10.667 | 0,12 | 395 | 17,61 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6.086 | 69,01 | 225 | 99,12 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 153.700 | 128,38 | 5.692 | 168,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.745 | 0,13 | 731 | 17,71 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 19.219 | 13,23 | 712 | 33,15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8.651 | 251,10 | 320 | 315,58 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 830.356 | 1.399,41 | 30.748 | 1.663,07 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11.182 | 0,13 | 414 | 17,95 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.687 | 313,48 | 62 | 416,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 499.432 | 0,87 | 18.494 | 18,58 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5.822 | 216 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 239.293 | 64,32 | 8.861 | 93,18 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 21.944 | 3,04 | 813 | 21,19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.343 | 124 | ||||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 690.417 | 4,06 | 25.566 | 22,34 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 34.819 | 1.289 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6.336 | 235 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3.520.372 | 47,86 | 130 | 75,68 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 7.078 | 0,13 | 270 | 23,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 497.331 | 8,68 | 18.416 | 27,76 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1.121 | 42 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 1.093 | 40 | ||||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 5.700 | 211 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11.458 | 424 | ||||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 23.225 | 10,07 | 860 | 29,52 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 593 | 0,17 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 5.887 | 218 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 856 | 152,51 | 32 | 210,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 28 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 550.661 | 45,33 | 20 | 81,82 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 7.157 | 0,13 | 265 | 17,78 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 53.740 | 448,14 | 1.990 | 546,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 153.232 | 4,52 | 5.674 | 22,89 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 18.187 | 0,12 | 673 | 17,66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22.698 | 6,06 | 840 | 24,63 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3.051 | 96 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7.644 | 283 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7.758 | 287 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3.051 | 113 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10.344 | 0,12 | 383 | 17,85 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 5.564 | 0 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 8.993 | 333 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20.017 | 47.559,52 | 741 | 74.000,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7.335 | 272 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 381.516 | 40,05 | 14.128 | 64,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 196.778 | 24,39 | 7.287 | 46,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12.493 | 466 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 31.127 | 1.153 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 72.557 | 3,42 | 2.687 | 21,59 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 10.965 | 32,68 | 406 | 42,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.671 | 97,99 | 62 | 134,62 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4.479 | 52,92 | 166 | 79,35 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 15.372 | 2,88 | 569 | 21,06 | ||||
| 2025-08-14 | 13F | Fmr Llc | 441.654 | 14,85 | 16.354 | 35,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 102.329 | 64,90 | 3.789 | 93,91 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8.843 | 0 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 11.548 | 65,23 | 428 | 94,09 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 133.223 | 15,49 | 4.933 | 35,78 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 12.344 | 0,10 | 457 | 17,78 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.082 | 40 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14.217 | 2,05 | 527 | 20,09 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10.793 | 0,12 | 400 | 17,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.325 | 0 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 39.816 | 1.474 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 185.403 | 10.263,50 | 6.865 | 10.796,83 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5.308 | 90,52 | 197 | 125,29 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 17 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 148.583 | 3.074,17 | 5.502 | 3.642,86 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 641 | 75,62 | 24 | 109,09 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 6.620 | 0,65 | 245 | 18,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.720 | 0,11 | 138 | 17,09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 26.496 | 162,47 | 980 | 226,33 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 92.003 | 3.407 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 59.048 | 3,05 | 2.187 | 21,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.836.582 | 47,64 | 68.009 | 73,56 |
