Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity Blue Chip Growth ETF eröffnet haben, gehören Advyzon Investment Management, LLC, Storen Legacy Partners, LLC, TritonPoint Partners, LLC, Signature Wealth Management Group, Barnes Wealth Management Group, Inc, Merit Financial Group, LLC, Clarity Asset Management, Inc., Brookwood Investment Group LLC, YHB Investment Advisors, Inc., B.O.S.S. Retirement Advisors, LLC, CIBC World Markets Inc., Fifth Third Bancorp, Fiduciary Group LLC, Baron Wealth Management LLC, Commerce Advisors, LLC, Meramec Financial Planners, LLC, Lloyd Advisory Services, LLC., Kingdom Financial Group LLC., Zions Bancorporation, National Association /ut/, und Cassaday & Co Wealth Management LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13.564 | 27,04 | 1 | |||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 34 | 2 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 11.176 | 216,96 | 560 | 190,16 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 4.555 | 20,06 | 228 | 9,62 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 44 | 2 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 475 | 24 | ||||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 148.158 | 10,04 | 7.426 | 0,57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 32 | 2 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 | 0 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 9.330 | 58,81 | 468 | 45,03 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 76 | 4 | ||||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 468.312 | 5,37 | 23.472 | -3,70 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 23.532 | 148,81 | 1.400 | 166,98 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 424.337 | 21.268 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 5.785 | 290 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 15.044 | 49,35 | 754 | 36,59 | ||||
| 2026-05-04 | 13F | Adell Harriman & Carpenter Inc | 41.756 | 2,41 | 2.093 | -6,40 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 81.320 | 0,17 | 4.076 | -8,45 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 5.186 | 260 | ||||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 5.376 | 31,51 | 269 | 20,09 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 455.846 | 92,98 | 23 | 83,33 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 90.297 | 16,64 | 4.526 | 6,60 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 136.702 | 8,81 | 6.852 | -0,55 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 122.241 | 2,21 | 6.127 | -6,59 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 7.595 | 381 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 506.764 | 2,57 | 25 | -7,41 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 4.949 | 248 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 9.214 | 462 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 611 | 31 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 616.173 | 5,82 | 33.791 | 8,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 318.685 | 24,59 | 15.972 | 13,87 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 27.831 | 9,47 | 1.395 | 0,00 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 7.494 | 19,92 | 376 | 9,65 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 234.419 | 8,73 | 11.749 | -0,63 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 19.337 | 969 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 48.814 | 2,20 | 2.447 | -6,61 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 71.561 | 24,94 | 3.587 | 14,17 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 33.654 | 2,77 | 1.687 | -6,07 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 79.639 | 1,25 | 3.991 | -7,47 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 4.123 | 207 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 42.193 | 7,15 | 2.115 | -2,08 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 4.576 | 229 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 10.080 | 46,30 | 505 | 33,95 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.851 | 243 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 241.771 | 38,15 | 12.961 | 35,05 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 28.164 | 67,31 | 1.412 | 52,87 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 134.619 | 42,67 | 6.747 | 30,40 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 21.294 | 4,74 | 1.067 | -4,22 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 40.586 | 28,46 | 2.034 | 17,44 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 12.139 | 608 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 52.768 | 8,84 | 2.645 | -0,53 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 18.770 | 15,37 | 941 | 5,38 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 73.177 | 58,38 | 4 | 100,00 | ||||
| 2026-05-06 | 13F | Storgate, LLC | 612.060 | 5,46 | 30.676 | -3,61 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.013 | 58 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 4.301 | 216 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 43.106 | 15,08 | 2.160 | 5,16 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 48.577 | 38,20 | 2.435 | 26,31 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3.729 | 62,06 | 187 | 47,62 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 550 | 57,14 | 28 | 42,11 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 85.938 | 16,13 | 4.307 | 6,14 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 123.100 | 1,11 | 6.170 | -7,59 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 7.853 | 0,78 | 394 | -7,96 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 7.084 | 355 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 12.223 | 613 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10.177 | 11,20 | 510 | 1,80 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7.900 | 0,52 | 396 | -8,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 82.405 | 9,50 | 4.200 | 0,41 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 33.155 | 14,91 | 1.662 | 4,99 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 96.476 | 4,95 | 4.835 | -4,09 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6.636 | 27,64 | 333 | 16,49 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 13.123 | 35,50 | 658 | 23,73 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 21.643 | 25,86 | 1.085 | 14,95 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 143.238 | 13,84 | 7.179 | 4,04 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 11.735 | 17,43 | 588 | 7,30 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 321.903 | 58,57 | 16.383 | 47,17 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 195 | 95,00 | 10 | 80,00 | ||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 448.744 | 23,93 | 22.491 | 13,26 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 611 | 31 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 400 | 20 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 416 | 21 | ||||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 206.806 | 11,92 | 10.365 | 2,29 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 36.775 | 16,26 | 1.843 | 6,29 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 104.316 | 59,02 | 5.228 | 45,34 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 79.152 | 23,94 | 3.967 | 13,28 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 45.203 | 18,01 | 2.266 | 7,86 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 124.060 | 5,11 | 6.218 | -3,94 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 50.068 | 10,72 | 2.509 | 1,21 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 88.083 | 128,34 | 4.415 | 108,70 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.412.385 | 125,52 | 120.909 | 208.362,07 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 5.977 | 300 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.574.214 | 14,59 | 78.900 | 4,73 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 28.017 | 218,34 | 1.404 | 191,29 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 29.768 | 1.492 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 323.472 | 2,07 | 16.213 | -6,71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39.551 | 359,09 | 1.982 | 319,92 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 811.788 | 22,17 | 40.687 | 11,65 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 13.410 | 116,67 | 672 | 98,23 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2.202 | 77,58 | 110 | 61,76 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 663.672 | 24,27 | 33.263 | 13,57 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 230.983 | 33,11 | 11.189 | 17,58 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 20.485 | 88,28 | 1.027 | 103,98 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 42.446 | 49,56 | 2.127 | 36,70 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | 10 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 38.061 | 130,32 | 1.940 | 114,02 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 18.185 | 7,07 | 911 | -2,15 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 18.320 | 13,61 | 918 | 3,85 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 305.412 | 32,19 | 15.307 | 20,81 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 25.865 | 2,74 | 1.296 | -6,09 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 14.990 | 751 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 263.243 | 36,57 | 13.194 | 24,82 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 81.193 | 0,87 | 4.165 | -5,83 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 48.463 | 21,63 | 2.429 | 11,12 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.433 | 118,79 | 122 | 100,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 6.376 | 0,08 | 325 | -7,16 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 27.987 | 85,77 | 1.403 | 69,73 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 285.859 | 32,65 | 14.327 | 21,24 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 281.594 | 27,54 | 14.114 | 16,56 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 25.478 | 10,36 | 1.277 | 0,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.362 | 68 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9.146 | 2,34 | 458 | -6,53 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 143 | 7 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 77.743 | 1,38 | 3.896 | -7,35 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 262.099 | 13.136 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 516.531 | 16,98 | 25.889 | 6,91 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 10.208 | 30,91 | 512 | 19,67 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 174.305 | 13,78 | 8.736 | 6,34 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 164.739 | 2,96 | 8 | 0,00 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 8.907 | 1,34 | 446 | -7,47 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 325.360 | 15,79 | 16.307 | 5,82 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 312.053 | 1,22 | 15.640 | -7,49 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 24.705 | 10,49 | 1.238 | 0,98 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 4.120 | 206 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 100 | 5 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 86.505 | |||||||
| 2026-04-22 | 13F | Spire Wealth Management | 831 | 62,62 | 42 | 46,43 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 650.024 | 16,06 | 32.579 | 6,08 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 83.419 | 473,56 | 4.181 | 424,47 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.671.940 | 90,68 | 133.918 | 74,27 | ||||
| 2026-05-15 | 13F | Fmr Llc | 19.771.615 | 5,48 | 990.953 | -3,60 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.431.942 | 26,37 | 71.769 | 15,49 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 143 | 7 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 6.135 | 307 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.124.147 | 37,33 | 56.342 | 25,51 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.017 | 51 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 57.942 | 10,73 | 2.771 | -3,45 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 17.513 | 121,32 | 878 | 102,54 | ||||
| 2026-04-15 | 13F | Dedeker Financial LLC | 87.512 | 93,32 | 4.386 | 76,71 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 9.977 | 2.292,57 | 500 | 2.172,73 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 5.329 | 3,60 | 267 | -5,32 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 16.449 | 824 | ||||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 1.050.372 | 7,49 | 52.645 | -1,77 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 601.668 | 0,82 | 30 | -6,25 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 10.107 | 369,00 | 507 | 328,81 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 142.683 | 108,89 | 7.151 | 90,95 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 91.765 | 3,26 | 4.599 | -5,62 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 122.407 | 8,26 | 6.135 | -1,05 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 9.441 | 28,50 | 473 | 17,66 | ||||
| 2026-05-14 | 13F | Clg Llc | 199.954 | 5,50 | 10.022 | -3,58 | ||||
| 2026-05-05 | 13F | UBS Group AG | 825.993 | 2,53 | 41.399 | -6,30 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5.849 | 6,73 | 293 | -2,33 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1.342.354 | 19,68 | 67.279 | 9,37 |
