Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF eröffnet haben, gehören Global Assets Advisory, LLC, Sanchez Gaunt Capital Management, LLC, Merit Financial Group, LLC, Empower Advisory Group, LLC, Aqr Capital Management Llc, True Link Financial Advisors, LLC, Motiv8 Investments LLC, Cherry Tree Wealth Management, LLC, Anfield Capital Management, LLC, Ubs Asset Management Americas Inc, Western Wealth Management, LLC, Napier Financial, LLC, Harwood Advisory Group, LLC, Ashton Thomas Private Wealth, LLC, Truvestments Capital Llc, TFC Financial Management, Operose Advisors LLC, Abound Wealth Management, Activest Wealth Management, und Halbert Hargrove Global Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 68 | 6 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.124 | 1.024,00 | 105 | 940,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 150 | 14 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 239 | 156,99 | 22 | 144,44 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 4.381 | 52,07 | 409 | 38,78 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6.296 | 23,26 | 587 | 12,67 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 24.512 | 1,29 | 2.286 | -7,52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 26.438 | 16,53 | 2.466 | 6,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 45.103 | 6,57 | 4.206 | -2,71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 800 | 0,13 | 75 | -8,64 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1.308.507 | 5,06 | 122.031 | -4,10 | ||||
| 2026-05-12 | 13F | Creative Planning | 7.637 | 16,63 | 712 | 6,59 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 17.791 | 190,89 | 1.659 | 165,87 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.431 | 0,63 | 133 | -8,28 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 59.094 | 3,19 | 5.511 | -5,79 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 49.670 | 4.632 | ||||||
| 2026-04-06 | 13F | CX Institutional | 40.526 | 18,96 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Monte Financial Group, LLC | 2.727 | 7,36 | 254 | -1,93 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 40.205 | 5,44 | 3.750 | -3,75 | ||||
| 2026-05-14 | 13F | Mcrae Capital Management Inc | 3.033 | 3,80 | 283 | -5,37 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 2.947 | 249 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 12.622 | 18,55 | 1.177 | 8,28 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 38.541 | 17,34 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.491 | 5,22 | 152 | 4,83 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3.852 | 359 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6.957 | 11,47 | 649 | 1,73 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.756 | 44,67 | 282 | 44,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.180 | 748,25 | 203 | 680,77 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 68.136 | 10,18 | 6.354 | 0,59 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 22 | 15,79 | 2 | 100,00 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 15 | 1 | ||||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 24.266 | 20,99 | 2.263 | 10,50 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 13.440 | 6,28 | 1.253 | -2,94 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 3 | 0 | ||||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 141.167 | 2,93 | 13.165 | -6,03 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 40.194 | 16,54 | 3.748 | 6,39 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 50 | 5 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 541 | 9,29 | 50 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 4.054 | 1,27 | 378 | -7,35 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2.271 | 212 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4.557 | 425 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 20.499 | 1,71 | 1.912 | -7,19 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.203 | 3,71 | 112 | -5,08 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 9.445 | 8,43 | 881 | -1,01 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 156.287 | 21,52 | 15.966 | 122.715,38 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 13.758 | 2,44 | 1.283 | -6,49 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 434 | 44 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 19.001 | 41,10 | 1.966 | 42,91 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1.503.754 | 1,32 | 140.240 | -8,12 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | 0 | ||||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 32.025 | 1,75 | 2.987 | -7,12 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.344 | 125 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 812 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 12.638 | 478,13 | 1.179 | 428,25 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 207 | 21,05 | 19 | 11,76 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.103.019 | 14,11 | 102.867 | 4,17 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 5.221 | 0,79 | 487 | -8,13 | ||||
| 2026-05-04 | 13F | Magnolia Capital Management Ltd | 5.065 | 27,26 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 27.784 | 9.683,10 | 2.591 | 8.834,48 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.269 | 212 | ||||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 59.519 | 14,72 | 5.551 | 4,72 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 84 | 8 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 101 | 9 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 33.432 | 46,34 | 3.118 | 33,59 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 2.458 | 2,80 | 229 | -6,15 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.320 | 216 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 4.580 | 0,02 | 427 | -8,57 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.760 | 3,30 | 1 | |||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 7.254 | 8,25 | 677 | -1,17 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 15.346 | 19,40 | 1.387 | 5,56 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 70.393 | 2.536 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 17.221 | 315,46 | 1.606 | 279,67 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3.391 | 0,03 | 316 | -8,67 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 75.282 | 32,54 | 7.021 | 20,99 | ||||
| 2026-04-23 | 13F | American National Bank | 14.329 | 5,40 | 1.336 | -3,75 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 110 | 10 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.425 | 9,20 | 129 | -3,76 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 345 | 32 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4.638 | 7,01 | 433 | -2,26 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 86.544 | 5,29 | 8.071 | -3,87 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 247.969 | 21,55 | 23.126 | 10,96 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 8.320 | 3,17 | 776 | -5,83 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 70 | 7 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 300 | 28 | ||||||
| 2026-04-08 | 13F | Lynch & Associates/in | 19.932 | 3,31 | 1.859 | -5,73 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.406 | 2,48 | 131 | -6,43 | ||||
| 2026-05-15 | 13F | Fmr Llc | 56.137 | 5,28 | 5.235 | -3,89 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.116 | 0,01 | 664 | -8,68 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 51.331 | 44,69 | 4.787 | 32,09 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 6.124 | 17,34 | 571 | 7,13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 37.827 | 71,07 | 3.528 | 56,20 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 103 | 10 | ||||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 50.674 | 0,08 | 4.726 | -8,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.628 | 1,12 | 166 | 0,61 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 25 | 2 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 3.015 | 15,38 | 281 | 5,64 |
