Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Fidelity Enhanced Small Cap Core ETF includono Fifth Third Bancorp, Kfg Wealth Management, Llc, Stadion Money Management, LLC, HighPoint Advisor Group LLC, Riversedge Advisors, Llc, Richard W. Paul & Associates, LLC, Marble Wealth, LLC, Integrated Capital Management, LLC, Armor Investment Advisors, LLC, Kmg Fiduciary Partners, Llc, Independent Advisor Alliance, Smartleaf Asset Management LLC, Penobscot Wealth Management, D. E. Shaw & Co., Inc., Encompass More Asset Management, Kovack Advisors, Inc., Skyview Financial Group LLC, Peoples Bank /oh, MFA Wealth Services, e Betterment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 1.810.612 | 1,66 | 68.803 | 2,26 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1.053.734 | 2.467,27 | 40.042 | 2.483,29 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 137.069 | 1,68 | 5.178 | 5,07 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 75.285 | 21,46 | 2.861 | 19,32 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 245 | 9 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6.033.120 | 47,32 | 229.246 | 48,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 190 | 7 | ||||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 51.016 | 8,60 | 1.939 | 9,24 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 22.424 | 15,81 | 852 | 16,55 | ||||
| 2026-05-05 | 13F | UBS Group AG | 154.009 | 200,12 | 5.852 | 201,96 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 150.039 | 4,59 | 5.701 | 5,20 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 70.647 | 2.685 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.220.056 | 30,71 | 46.363 | 31,47 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 66.996 | 2.465 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13.563 | 520,73 | 515 | 528,05 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 45.651 | 1.735 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 237.178 | 33,93 | 9 | 50,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 139.293 | 26,13 | 5.293 | 26,87 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.211 | 0,25 | 46 | 2,22 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 7.918 | 19,39 | 301 | 20,00 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 32.196 | 3,01 | 1.223 | 3,64 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 16.266 | 45,14 | 618 | 46,10 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 360.173 | 19,73 | 13.687 | 20,42 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 56.615 | 477,94 | 2.151 | 481,35 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 871.856 | 284,61 | 33.131 | 286,85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 10.250 | 12,64 | 390 | 13,41 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14.459 | 549 | ||||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 429.616 | 16.325 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 306.710 | 14,37 | 11.655 | 15,03 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 6.779 | 258 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 26 | 1 | ||||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 169.186 | 6.429 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 7.005 | 266 | ||||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 412.569 | 16 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 63.688 | 11,53 | 2.420 | 12,19 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 170 | 6 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 39.599 | 22,03 | 1.505 | 22,78 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 38.049 | 1.457 | ||||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 78.873 | 60,86 | 2.997 | 61,83 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 212.154 | 30,98 | 8.062 | 31,74 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 140.061 | 12,07 | 5.322 | 12,73 | ||||
| 2026-01-29 | 13F | Comerica Bank | 9.082 | 11,46 | 343 | 15,49 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 5.624 | 0,23 | 214 | 0,95 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 110.681 | 4.206 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 314.436 | 50,49 | 11.949 | 51,37 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14.716 | 559 | ||||||
| 2026-05-12 | 13F | Creative Planning | 7.036 | 267 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 30.193 | 7,57 | 1.147 | 8,21 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 39.601 | 155,00 | 1.505 | 156,66 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 27.288 | 55,58 | 1.037 | 56,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.784.388 | 105.807 | ||||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1.011.631 | 8,12 | 38.442 | 8,75 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 87.984 | 0,06 | 3.343 | 0,66 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 80.258 | 38,70 | 3.050 | 48,66 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 191 | 0,53 | 7 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 45.989 | 42,87 | 1.748 | 43,67 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 281.068 | 35,45 | 10.681 | 35,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5.474 | 208 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 7.468 | 284 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.111 | 42 | ||||||
| 2026-05-12 | 13F | Croban | 130.070 | 8,15 | 4.943 | 8,81 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2.713 | 55,92 | 103 | 58,46 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 269.165 | 4,01 | 10.228 | 4,61 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 56.923 | 91,07 | 2.163 | 92,27 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 54.530 | 2.072 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 68.321 | 11,35 | 2.596 | 11,99 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 19.914 | 196,16 | 757 | 197,64 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.250 | 17.207,69 | 86 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.338.806 | 70,22 | 50.896 | 71,23 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.225.336 | 39,02 | 84.073 | 144.853,45 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 10.659 | 405 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 234.700 | 10,74 | 8.919 | 11,38 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 176.088 | 11,68 | 6.691 | 12,34 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 209.694 | 10,49 | 7.968 | 11,13 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 377.214 | 104,77 | 14.334 | 105,98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 13.887 | 39,74 | 528 | 40,53 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 12.098 | 0,02 | 460 | 0,66 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 863 | 17.160,00 | 33 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 28.402 | 31,97 | 1.079 | 32,72 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 15.040 | 3,25 | 572 | 3,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 357.112 | 33,51 | 13.571 | 34,29 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 159.792 | 5,54 | 6.072 | 6,15 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 119.627 | 4.546 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 742 | 6,00 | 28 | 7,69 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 37.319 | 0,86 | 1.418 | 1,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 120.995 | 4,99 | 4.598 | 5,58 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 19.591 | 766,09 | 744 | 775,29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 561 | 21 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 21.639 | 279,90 | 822 | 282,33 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 25.885 | 64,03 | 984 | 64,93 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 10.691 | 7,89 | 406 | 8,56 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 44 | 2 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 109.449 | 38,08 | 4.159 | 38,91 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 50.536 | 1.920 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 142.132 | 5.401 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 121.321 | 28,22 | 4.610 | 28,99 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 103.654 | 15,59 | 3.939 | 16,27 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 24.172 | 919 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 3.113.064 | 746,55 | 118.296 | 751,48 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 6.814 | 259 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 462 | 111,93 | 18 | 112,50 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 67.651 | 31,94 | 2.590 | 33,71 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 326.752 | 12.417 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 33.110 | 109,31 | 1.361 | 116,38 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 70 | 3 | ||||||
| 2026-04-22 | 13F | tru Independence LLC | 131.354 | 4,61 | 4.991 | 5,23 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 15.493 | 39,88 | 589 | 40,67 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.749.748 | 16,06 | 142.490 | 16,73 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 23.392 | 17,12 | 889 | 17,77 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 923.152 | 2,14 | 35.080 | 2,74 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 9.360 | 74,63 | 356 | 75,74 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 3.700 | 48,00 | 141 | 48,94 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 68.877 | 578,52 | 2.617 | 583,29 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 18.141 | 24,00 | 689 | 24,82 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 8.099 | 308 | ||||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 117.289 | 4.457 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 683 | 67,40 | 26 | 66,67 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 23.773 | 9,68 | 903 | 10,39 | ||||
| 2026-05-05 | 13F | PFG Advisors | 58.076 | 11,19 | 2.207 | 11,81 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 111.093 | 4.222 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 13.039 | 495 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 860.278 | 0,56 | 32.691 | 1,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.132.405 | 32,73 | 81.031 | 33,50 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 727.780 | 1.095,14 | 27.656 | 1.102,39 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 11.989 | 60,78 | 456 | 61,92 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 157.192 | 9,49 | 6.105 | 11,73 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 5.897 | 201,79 | 224 | 206,85 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 33.251 | 51,31 | 1.264 | 52,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 40.253 | 12,51 | 1.530 | 13,18 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 63.817 | 10,58 | 2.425 | 11,24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 47.818 | 265,58 | 2 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.124.645 | 19,56 | 194.736 | 20,25 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 151.712 | 57.585,17 | 5.765 | 63.955,56 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 524 | 20 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 105.302 | 3,13 | 4.001 | 3,73 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 13.347 | 5,08 | 507 | 5,85 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 24.186 | 226,31 | 919 | 228,21 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 120.407 | 126,03 | 4.549 | 133,64 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 55.904 | 6,97 | 2.124 | 7,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.331.165 | 66,53 | 88.584 | 67,51 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 13.469 | 512 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 16.109 | 1 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.321.302 | 69,45 | 50.209 | 70,44 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 5.351 | 203 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 712.371 | 57,52 | 27.070 | 58,44 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 23.205 | 882 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 44.051 | 44,85 | 1.674 | 45,73 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 7.104 | 314 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 21.319 | 191,60 | 810 | 193,48 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 27.809 | 1.051 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 18.995 | 722 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 128.192 | 42,82 | 4.871 | 43,69 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 299 | 11 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 7.716 | 293 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 145.081 | 23,41 | 5.481 | 23,42 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 8.712 | 49,97 | 331 | 51,14 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 841.857 | 3,34 | 32 | 3,33 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 10.850 | 30,72 | 412 | 31,63 | ||||
| 2026-05-14 | 13F | Clg Llc | 38.512 | 19,55 | 1.463 | 20,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.962.108 | 46,84 | 74.560 | 47,70 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 32.322 | 50,10 | 1.228 | 51,05 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5.015 | 191 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 57.407 | 115,14 | 2.181 | 116,37 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.060.363 | 36,72 | 40.294 | 37,51 |
