FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF - Institutionelles Eigentümerschaft, Käufer

Fidelity Covington Trust - Fidelity High Dividend ETF
US ˙ ARCA

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity High Dividend ETF eröffnet haben, gehören Baer Investment Advisory LLC, Cornerstone Wealth, LLC/TN, Ethos Financial Group, LLC, Storen Legacy Partners, LLC, Benjamin Edwards Inc, U.S. Capital Wealth Advisors, LLC, XML Financial, LLC, LeClair Wealth Partners LLC, Brookstone Capital Management, Jane Street Group, Llc, First Heartland Consultants, Inc., Nicolet Bankshares Inc, bLong Financial, LLC, Spartan Wealth Advisory Services LLC, Thurston, Springer, Miller, Herd & Titak, Inc., RCS Financial Planning, LLC, Anfield Capital Management, LLC, Two Sigma Securities, Llc, Jane Street Group, Llc, und Midwest Financial Network, 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
(%)
2026-04-13 13F Accelerate Investment Advisors LLC 5.597 0,34 309 -2,22
2026-05-15 13F Fmr Llc 208.076 17,28 11.494 14,29
2026-05-15 13F RMB Capital Management, LLC 4.347 240
2026-05-14 13F Dynasty Wealth Management, Llc 1.724.565 120,63 95.265 114,99
2026-05-15 13F Core Wealth Advisors, Inc. 34.074 32,64 1.882 29,26
2026-05-14 13F Regal Investment Advisors LLC 17.121 9,34 946 6,54
2026-05-14 13F Coastal Bridge Advisors, LLC 4.600 0,77 254 -1,55
2026-05-14 13F Advisory Alpha, LLC 8.328 60,46 460 56,46
2026-05-14 13F Cwm, Llc 225.877 1,89 12.477 103.875,00
2026-05-14 13F Nicolet Bankshares Inc 12.605 698
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 59.332 14,12 3.277 11,20
2026-04-13 13F Mkd Wealth Coaches, Llc 4.580 0,81 253 -1,95
2026-04-08 13F High Point Wealth Management, LLC 108.147 6,43 5.974 3,72
2026-05-15 13F Susquehanna International Group, Llp 881.076 155,28 48.671 148,75
2026-04-07 13F Plus Group Wealth Advisors LLC 12.221 7,87 675 5,14
2026-05-05 13F Blue Water Asset Management 14.368 1,15 794 -1,49
2026-04-09 13F Tompkins Financial Corp 89.332 11,11 4.935 8,27
2026-04-10 13F Armstrong Advisory Group, Inc 2.374 0,21 131 -2,24
2026-05-13 13F Wealth Management Associates, Inc. 11.668 4,26 645 1,58
2026-05-15 13F Bank Of America Corp /de/ 2.367.217 4,60 130.765 1,92
2026-04-20 13F Kfg Wealth Management, Llc 58.974 20,10 3.258 17,03
2026-05-19 13F Cornerstone Wealth, LLC/TN 203.646 11.960
2026-05-13 13F Triumph Capital Management 100 6
2026-05-05 13F Putnam Fl Investment Management Co 19.791 1,21 1.093 -1,35
2026-04-23 13F Cornerstone Wealth Management, LLC 24.172 21,52 1.335 18,46
2026-05-05 13F Clarity Asset Management, Inc. 5.933 328
2026-05-05 13F Dahring | Cusmano Llc 65.759 452,55 3.633 438,87
2026-05-12 13F Benjamin Edwards Inc 61.371 3.390
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 4.087 0,79 226 -1,75
2026-05-08 13F Steward Partners Investment Advisory, Llc 43.496 0,34 2.403 -2,24
2026-05-15 13F Two Sigma Investments, Lp 11.700 646
2026-04-17 13F Investment Advisory Services Inc /tx /adv 112.109 10,60 6.193 7,76
2026-05-15 13F MidFirst Bank 793 44
2026-04-28 13F TritonPoint Partners, LLC 6.303 348
2026-05-15 13F Headinvest, Llc 3.885 215
2026-04-10 13F Novem Group 6.113 10,38 338 7,67
2026-04-15 13F Independence Financial Advisors, LLC 304.360 3,12 16.813 0,48
2026-05-05 13F Newbridge Financial Services Group, Inc. 4.050 0,67 224 -2,19
2026-05-15 13F Citadel Advisors Llc Put 5.100 282
2026-04-14 13F Southland Equity Partners LLC 6.054 16,29 334 13,22
2026-04-16 13F Quotient Wealth Partners, LLC 5.305 293
2026-05-15 13F Citadel Advisors Llc Call 15.200 76,74 840 72,28
2026-05-11 13F Integrity Alliance, Llc. 52.553 6,64 2.903 3,94
2026-05-13 13F Buckingham Strategic Partners 5.066 280
2026-04-10 13F Centurion Wealth Management LLC 5.829 2,44 322 -0,31
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 10.664 589
2026-04-21 13F ADG Wealth Management Group, LLC 3.040 168
2026-05-14 13F Pinnacle Financial Partners, Inc. 48.897 4,77 2.702 2,08
2026-04-20 13F Ronald Blue Trust, Inc. 0 0
2026-05-26 13F Summit Financial Wealth Advisors, LLC 84.190 23,73 4.651 20,56
2026-05-13 13F Principal Securities, Inc. 123.893 0,16 6.844 -2,41
2026-05-07 13F Florida Financial Advisors, Llc 19.498 348,33 1.077 337,80
2026-05-01 13F Slagle Financial, LLC 61.491 11,69 3.397 8,81
2026-05-19 13F McIlrath & Eck, LLC 736.989 8,27 40.711 5,50
2026-04-28 13F Stratos Wealth Partners, LTD. 41.328 7,82 2.283 5,02
2026-04-15 13F Fifth Third Securities, Inc. 231.365 1,96 12.781 -0,65
2026-05-01 13F Monetary Solutions, Ltd 9.654 1.976,13 533 1.950,00
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 57.390 3.170
2026-05-05 13F Landing Point Financial Group, LLC 496.157 2,94 27.408 0,31
2026-04-21 13F Rooted Wealth Advisors, Inc. 224.650 8,45 13.290 8,86
2026-05-15 13F/A Independent Financial Group, Llc 68.998 6,46 3.811 3,73
2026-04-20 13F Independent Wealth Network Inc. 18.213 26,71 1.006 23,59
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 174.898 100,58 9.661 95,45
2026-05-05 13F Atria Investments Llc 33.344 40,98 1.842 37,39
2026-05-14 13F Allworth Financial LP 635.563 7,94 35.108 5,18
2026-05-05 13F Fisher Asset Management, LLC 5.190 287
2026-02-12 13F Commonwealth Equity Services, Llc 3.034.654 2,55 172.035 104.798,78
2026-05-12 13F Ausdal Financial Partners, Inc. 8.786 128,56 485 123,50
2026-05-05 13F Capital Investment Advisory Services, LLC 2.552 31,48 141 27,27
2026-05-13 13F PKS Advisory Services, LLC 7.913 4,09 437 1,63
2026-05-06 13F Bessemer Group Inc 1.020 0
2026-02-17 13F Glenmede Trust Co Na 550 31
2026-04-07 13F Signaturefd, Llc 622 0,16 34 -2,86
2026-05-12 13F Elite Financial, Inc. 15.649 156,50 1
2026-05-15 13F Widmann Financial Services, Inc. 9.932 2,13 549 -0,54
2026-04-24 13F Cyr Financial Inc. 156.329 12,65 8.636 9,76
2026-05-11 13F Savvy Advisors, Inc. 52.922 4,83 2.923 2,17
2026-04-21 13F Next Level Wealth Planning, LLC 4.258 0,21 235 -2,08
2026-04-23 13F Mayflower Financial Advisors, LLC 23.635 485,31 1.306 472,37
2026-05-06 13F Crescent Grove Advisors, LLC 9.179 24,60 507 21,58
2026-05-06 13F Spartan Wealth Advisory Services LLC 11.500 635
2026-05-08 13F Forge Financial Services LLC 4.403 243
2026-04-14 13F Centerline Wealth Advisors, LLC 130.873 43,36 7.229 39,69
2026-04-24 13F Private Advisor Group, LLC 579.605 20,18 32.017 17,10
2026-04-17 13F Fifth Third Wealth Advisors LLC 5.841 323
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.218 63,09 123 58,44
2026-04-13 13F Arwa Llc 27.713 44,29 1.590 46,14
2026-05-15 13F Westbourne Investments, Inc. 4.209 233
2026-05-14 13F Gts Securities Llc 48.570 2.683
2026-04-13 13F True Wealth Design, LLC 194 11
2026-05-01 13F Thrivent Financial For Lutherans 162.330 1,29 9 -11,11
2026-05-04 13F Sigma Planning Corp 38.280 1,36 2.115 -1,26
2026-05-06 13F Shared Vision Wealth Group LLC 5.752 0,91 318 -3,35
2026-04-27 13F Sound Income Strategies, LLC 10.114 8,82 560 4,67
2026-04-14 13F Prospera Financial Services Inc 6.244 345
2026-05-05 13F Ethos Financial Group, LLC 72.285 3.993
2026-05-16 13F Sunbelt Securities, Inc. 45.741 42,62 2.527 38,94
2026-05-11 13F Catalyst Financial Partners Llc 8.962 49,19 495 45,59
2026-05-15 13F Shelton Capital Management 5.567 308
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 19.388 25,53 1.071 22,29
2026-04-15 13F Optivise Advisory Services LLC 6.785 375
2026-05-06 13F Quest 10 Wealth Builders, Inc. 2.160 8,00 119 5,31
2026-05-14 13F Gwn Securities Inc. 9.108 11,92 503 9,11
2026-04-28 13F Stephens Inc /ar/ 144.216 4,14 7.966 1,48
2026-04-09 13F TruWealth Advisors, LLC 28.700 4,90 1.585 2,19
2026-04-07 13F Farther Finance Advisors, LLC 73.402 3,87 4.066 1,52
2026-04-14 13F Focus Financial Network, Inc. 11.936 2,68 659 0,00
2026-04-27 13F PFG Investments, LLC 32.883 4,81 1.816 2,14
2026-04-27 13F Soltis Investment Advisors LLC 28.390 20,50 1.568 17,45
2026-05-01 13F Global Assets Advisory, LLC 647 36
2026-05-15 13F/A EverSource Wealth Advisors, LLC 22 100,00 1
2026-05-15 13F Ancora Advisors, LLC 11.383 0,96 629 -1,72
2026-05-07 13F Tidemark, LLC 6.543 8,33 361 5,56
2026-05-07 13F Sagespring Wealth Partners, Llc 1.287.643 95,95 71.129 90,95
2026-05-06 13F North Star Asset Management Inc 22.720 167,23 1.255 160,91
2026-05-08 13F SHP Wealth Management 203.082 5,30 11.218 2,61
2026-05-08 13F Elevation Capital Advisory, LLC 94.480 120,82 5.219 115,22
2026-04-17 13F Atlas Brown,Inc. 5.325 0,23 294 -2,33
2026-04-20 13F Fairvoy Private Wealth, LLC 11.397 41,54 630 37,94
2026-05-12 13F Baker Avenue Asset Management, LP 4.257 4,83 235 2,17
2026-05-11 13F Strengthening Families & Communities, LLC 5.547 306
2026-05-15 13F Change Path, LLC 6.501 11,26 359 8,46
2026-04-10 13F AssuredPartners Investment Advisors, LLC 395.352 2,22 22.092 0,76
2026-04-27 13F Koshinski Asset Management, Inc. 71.866 32,33 3.970 28,95
2026-04-21 13F Fullerton Advisors, LLC 87.723 0,95 4.846 -1,64
2026-04-15 13F Valley National Advisers Inc 11.518 3,23 1
2026-05-01 13F Ball & Co Wealth Management Inc. 8.706 5,59 0
2026-05-06 13F LPL Financial LLC 6.799.783 10,37 375.620 7,55
2026-04-07 13F Mb, Levis & Associates, Llc 553 0,91 31 -3,23
2026-04-22 13F Storen Legacy Partners, LLC 71.982 3.976
2026-01-14 13F Jfs Wealth Advisors, Llc 0 0
2026-04-30 13F Kestra Advisory Services, LLC 1.077.418 16,63 59.517 13,65
2026-04-21 13F OneAscent Financial Services LLC 25.822 27,55 1.426 24,32
2026-04-28 13F Investment Advisory Services Group LLC 127.308 9,52 7.032 6,72
2026-04-13 13F Creative Financial Designs Inc /adv 3.331 55,95 184 52,07
2026-05-15 13F Warren Averett Asset Management, LLC 19.881 2,30 1.098 -0,27
2026-04-17 13F AdvisorNet Financial, Inc 120.951 1,83 6.681 -0,77
2026-05-15 13F Advisory Services Network, LLC 218.061 0,15 12.046 -2,41
2026-02-17 13F SageView Advisory Group, LLC 368 21
2026-04-20 13F SILVER OAK SECURITIES, Inc 74.132 23,97 4.095 20,05
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 19.960 1,07 1.103 -1,52
2026-04-28 13F Fundamentun, Llc 304.862 3,88 16.841 1,22
2026-04-27 13F Pensionmark Financial Group, Llc 285.894 1,17 15.793 -1,42
2026-05-13 13F/A Jpmorgan Chase & Co 2.029.336 74,46 109.523 66,09
2026-04-27 13F Mosley Wealth Management 2.313 129
2026-05-14 13F Redwood Financial Network Corp 9.106 52,58 503 48,82
2026-05-13 13F Cetera Investment Advisers 2.017.386 15,66 111.440 12,70
2026-04-14 13F Precedent Wealth Partners, Llc 41.758 40,68 2.307 37,10
2026-05-05 13F Advisors Preferred, LLC 6.242 74,94 345 69,46
2026-04-15 13F Milestone Asset Management, Llc 6.016 332
2026-04-21 13F Financial Consulate, Inc 75 4
2026-04-17 13F Total Clarity Wealth Management, Inc. 16.210 124,76 895 119,36
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 4.406 1,24 243 -1,22
2026-05-15 13F Harbour Investments, Inc. 89.209 100,40 4.928 95,28
2026-04-23 13F Oppenheimer & Co Inc 97.640 1,60 5.394 -1,01
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 482 27
2026-05-13 13F Ubs Asset Management Americas Inc 67 4
2026-05-15 13F Keating Financial Advisory Services, Inc. 3.430 113,44 189 107,69
2026-02-13 13F Colony Group, LLC 12.775 117,93 724 43,37
2026-05-05 13F D.a. Davidson & Co. 315.092 2,57 17.406 -0,06
2026-05-18 13F Arkadios Wealth Advisors 760.005 28,71 41.983 25,41
2026-04-17 13F/A Founders Financial Securities Llc 21.314 5,10 1.223 6,44
2026-04-08 13F First Heartland Consultants, Inc. 12.650 699
2026-04-28 13F LVZ Advisors, Inc. 19.547 3,16 1.080 0,47
2026-05-15 13F Jones Financial Companies Lllp 152 8
2026-05-12 13F Ameritas Advisory Services, LLC 14.498 1,06 801 -1,60
2026-04-10 13F Perfromance Wealth Partners, LLC 181.662 21,35 10.035 18,25
2026-05-14 13F PlanVest Financial, Inc 690 38
2026-05-12 13F Advyzon Investment Management, LLC 52.742 543,35 2.913 527,80
2026-05-04 13F Retirement Planning Group 2.532.542 9,41 139.898 6,61
2026-05-13 13F Jaffetilchin Investment Partners, LLC 8.698 5,70 480 3,00
2026-05-12 13F WCG Wealth Advisors LLC 87.810 1,73 4.851 -1,02
2026-05-14 13F Mcguire Capital Advisors Inc 15 1
2026-05-15 13F Summit Financial, LLC 6.519 360
2026-05-13 13F BlackRock, Inc. 3.490 193
2026-05-15 13F Royal Bank Of Canada 595.227 246,38 32.881 237,55
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 822.110 2,41 45 0,00
2026-05-12 13F Independent Advisor Alliance 1.242.887 68.657
2026-05-07 13F Advisor OS, LLC 7.557 0,71 417 -1,88
2026-04-08 13F Sapient Capital Llc 89.039 49,36 4.919 44,60
2026-05-06 13F Cornerstone Planning Group LLC 18.624 2.182,35 1.094 2.227,66
2026-04-13 13F Cordant, Inc. 27 1
2026-05-01 13F Anchor Investment Management, LLC 3.969 0,38 219 -2,23
2026-05-14 13F Level Four Advisory Services, Llc 48.944 1,37 2.704 -1,24
2026-05-14 13F Herold Advisors, Inc. 5.057 279
2026-05-14 13F Capital Analysts, Inc. 28.185 1.249,86 2
2026-04-24 13F Medallion Wealth Advisors, LLC 60.219 22,63 3.326 19,51
2026-05-13 13F Lloyd Advisory Services, LLC. 365 20
2026-04-22 13F Wetzel Investment Advisors, Inc. 6.811 51,46 376 48,03
2026-04-20 13F Sowell Financial Services LLC 44.947 19,52 2.483 16,47
2026-04-28 13F Golden State Equity Partners 103 6
2026-04-15 13F Planning Directions Inc 5.144 0,80 284 -1,73
2026-05-05 13F Financial Concepts Unlimited, Inc. 3.981 220
2026-05-12 13F Rsm Us Wealth Management Llc 5.274 1,38 291 -1,69
2026-04-24 13F ERn Financial, LLC 23.829 1,79 1.316 -0,83
2026-05-13 13F Mariner, LLC 454.410 8,97 25.102 6,18
2026-04-21 13F Powers Advisory Group, LLC 140.730 21,45 7.774 18,35
2026-05-15 13F Integrated Wealth Concepts LLC 298.882 6,14 16.510 3,42
2026-05-20 13F Leigh Baldwin & Co., Llc 16.769 10,50 926 7,67
2026-04-08 13F Dynamic Advisor Solutions LLC 5.324 0,40 294 -2,00
2026-04-27 13F Baer Investment Advisory LLC 548.990 30.326
2026-04-29 13F Strategic Blueprint, LLC 135.830 0,72 7.503 -1,86
2026-05-14 13F Evoke Wealth, Llc 10.827 47,77 598 44,10
2026-04-20 13F Fiduciary Alliance LLC 15.587 9,31 907 12,13
2026-04-13 13F Cyndeo Wealth Partners, LLC 29.655 88,32 1.638 83,63
2026-04-15 13F Merit Financial Group, LLC 111.521 91,98 6.160 87,06
2026-04-16 13F Sweeney & Michel, Llc 17.981 1,38 1.034 -2,73
2026-05-05 13F LeClair Wealth Partners LLC 14.368 794
2026-04-23 13F Pathway Financial Advisers, LLC 133.693 1,28 7.385 -1,31
2026-04-13 13F Kmg Fiduciary Partners, Llc 105.712 2.038,62 5.840 1.985,36
2026-04-24 13F Axis Wealth Partners, LLC 67.510 0,65 3.729 -1,92
2026-04-15 13F Redhawk Wealth Advisors, Inc. 46.267 11,85 2.556 8,96
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12.068 5,83 667 3,10
2026-04-16 13F Brookstone Capital Management 13.561 749
2026-05-15 13F Glen Eagle Advisors, LLC 2.086 4,30 115 1,77
2026-05-01 13F Holistic Planning, LLC 59.316 15,83 3.277 12,89
2026-05-15 13F Gateway Wealth Partners, LLC 7.414 65,90 409 61,66
2026-04-08 13F Lakeridge Wealth Management LLC 357.902 4,71 19.771 2,03
2026-05-13 13F Delta Investment Management, LLC 3.729 206
2026-05-15 13F Two Sigma Securities, Llc 7.460 412
2026-05-15 13F Rehmann Capital Advisory Group 7.192 26,35 397 23,29
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 169.870 15,40 9.309 6,47
2026-05-01 13F Fifth Third Bancorp 1.902 1.802,00 105 2.000,00
2026-05-01 13F Citizens Financial Group Inc/ri 111.225 2,56 6.144 -0,05
2026-04-28 13F Kingswood Wealth Advisors, Llc 21.648 90,92 1.196 86,14
2026-04-29 13F Clearwave Capital, LLC 74.649 5,32 4.124 2,61
2026-05-08 13F Vanguard Advisers Inc 631 35
2026-05-14 13F StoneX Group Inc. 11.248 98,31 621 93,46
2026-04-28 13F PCG Wealth Advisors, LLC 181.898 1.840,25 10.048 1.792,28
2026-02-06 13F Global Retirement Partners, LLC 115.815 24,69 6.566 26,88
2026-04-08 13F Capital Advisors Wealth Management, LLC 6.068 2,52 335 0,00
2026-04-10 13F Abound Wealth Management 927 0,11 51 -1,92
2026-05-12 13F Kingsview Wealth Management, LLC 174.018 312,75 9.613 302,18
2026-05-15 13F Mission Wealth Management, Lp 6.685 0,57 369 -1,86
2026-04-27 13F Meramec Financial Planners, LLC 1.059 63
2026-05-15 13F Everest Financial Group LLC 24.286 7,38 1.342 4,60
2026-05-11 13F Garton & Associates Financial Advisors LLC 4.656 11,04 257 8,44
2026-05-11 13F Great Valley Advisor Group, Inc. 68.960 2,47 3.809 -0,16
2026-04-15 13F DAVENPORT & Co LLC 40.417 25,65 2.233 22,44
2026-05-07 13F New Insight Wealth Advisors 143.620 5,47 7.934 2,77
2026-05-05 13F Cullen/frost Bankers, Inc. 28.987 10,36 1.601 7,52
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 381.748 50,82 21.225 46,81
2026-04-21 13F bLong Financial, LLC 12.376 684
2026-05-11 13F Aptus Capital Advisors, LLC 7.332 1,35 405 -1,22
2026-05-11 13F Financial Perspectives, Inc 5.354 0,24 296 -2,32
2026-05-13 13F O'shaughnessy Asset Management, Llc 4.103 273,00 227 264,52
2026-04-13 13F IFP Advisors, Inc 257.730 21,77 14.237 18,66
2026-04-29 13F Schmidt P J Investment Management Inc 39.056 11,38 2.157 8,56
2026-05-13 13F Kingdom Financial Group LLC. 365 0,83 20 0,00
2026-05-19 13F Western Wealth Management, LLC 2.329 129
2026-05-06 13F Dunhill Financial, LLC 733 0,69 41 -2,44
2026-04-08 13F WealthCare Investment Partners, LLC 18.359 7,43 1.011 3,80
2026-05-04 13F Westside Investment Management, Inc. 33.879 7,51 1.872 4,76
2026-04-28 13F PUREfi Wealth, LLC 4.287 237
2026-05-12 13F Bnp Paribas Arbitrage, Sa 15 1
2026-04-22 13F LifeSteps Financial, Inc. 3.651 202
2026-05-11 13F Kestra Investment Management, LLC 801.268 317,93 44.262 307,27
2026-04-14 13F Nova Wealth Management, Inc. 15.504 13,04 856 10,17
2026-05-01 13F Coordinated Financial Services, Inc. 4.220 233
2026-04-08 13F JGP Wealth Management, LLC 8.381 0,08 463 -2,53
2026-04-29 13F Clare Market Investments LLC 25.300 6,98 1.398 6,07
2026-05-19 13F Paragon Private Wealth Management, LLC 30.349 22,33 1.676 19,20
2026-04-29 13F Proactive Wealth Strategies LLC 3.644 201
2026-05-13 13F AE Wealth Management LLC 34.141 16,53 1.886 13,55
2026-04-30 13F Madison Wealth Partners, Inc 3.663 202
2026-06-04 13F Midwest Financial Network, LLC 6.647 367
2026-05-07 13F Vision Retirement, LLC 3.209 177
2026-04-15 13F LongView Wealth Management 25.021 52,92 1.447 54,76
2026-04-27 13F Victory Financial Group, Llc 548.990 12,88 30.326 10,00
2026-05-12 13F Liberty Wealth Management Llc 10.008 6,71 553 4,94
2026-05-14 13F Simplex Trading, Llc 150 8
2026-05-14 13F Rockefeller Capital Management L.P. 148.070 0,14 8.179 -2,42
2026-02-13 13F Nicolet Advisory Services, Llc 12.605 21,88 721 24,78
2026-04-21 13F AA Financial Advisors, LLC 127.428 626,21 7.039 608,15
2026-04-20 13F Hilton Head Capital Partners, LLC 1.327 0,76 73 -1,35
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 129.048 1,58 7.129 -1,01
2026-05-01 13F Harwood Advisory Group, LLC 525 0,77 29 0,00
2026-05-11 13F OpenArc Corporate Advisory, LLC 81.947 100,50 4.527 95,42
2026-04-16 13F XML Financial, LLC 17.439 963
2026-03-09 13F Lifetime Wealth Management P.C. 17 259
2026-04-16 13F Tandem Capital Management Corp /adv 12.020 3,22 664 0,45
2026-05-07 13F MONECO Advisors, LLC 7.273 0,71 402 -1,96
2026-05-12 13F/A Signature Securities Group Corporation 75.315 13,81 4.160 10,90
2026-04-28 13F Bogart Wealth, LLC 2.080 17,38 115 14,00
2026-05-15 13F Morgan Stanley 2.628.725 4,31 145.211 1,65
2026-04-17 13F Signal Advisors Wealth, LLC 12.748 0,62 704 -1,95
2026-05-12 13F Jane Street Group, Llc 824.584 174,77 45.550 167,75
2026-04-10 13F Octavia Wealth Advisors, LLC 26.491 1,73 1.463 -0,88
2026-04-21 13F RCS Financial Planning, LLC 10.310 570
2026-05-04 13F Mml Investors Services, Llc 625.954 2,32 34.578 -0,30
2026-05-12 13F Jane Street Group, Llc Call 13.400 740
2026-05-05 13F Smith, Moore & Co. 7.790 20,68 430 17,81
2026-05-12 13F Jane Street Group, Llc Put 7.400 409
2026-05-14 13F Raymond James Financial Inc 2.106.011 1,36 116.336 -1,23
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 59.859 2,21 3.307 -0,42
2026-05-05 13F Gaddis Premier Wealth Advisors LLC 12.478 7,25 689 4,55
2026-05-05 13F Milestone Investment Advisors LLC 326.052 1,96 18.011 -0,65
2026-04-10 13F Melfa Wealth Management, Llc 20.786 5,32 1.148 2,68
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 15.022 0,80 830 -1,78
2026-04-24 13F Essex Financial Services, Inc. 83.323 0,18 4.603 -2,38
2026-04-06 13F CX Institutional 191 1,06 0
2026-05-08 13F BG Investment Services, Inc. 112.559 13,36 6.218 10,47
2026-05-15 13F Larson Financial Group LLC 15.911 21,77 879 18,65
2026-05-11 13F Wells Fargo & Company/mn 1.701.813 4,17 94.008 1,51
2026-05-12 13F Thoroughbred Financial Services, Llc 163.013 5,63 9 12,50
2026-05-11 13F TD Capital Management LLC 178 0,56 10 -10,00
2026-05-06 13F Hartland & Co., LLC 7.883 853,20 435 845,65
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 105.300 7,94 5.817 5,17
2026-04-14 13F Onyx Financial Advisors, LLC 18.428 16,26 1.018 13,25
2026-01-29 13F Concurrent Investment Advisors, LLC 39.268 15,28 2.226 17,34
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 6.275 6,09 347 3,28
2026-05-13 13F Valued Retirements, Inc. 89.225 1,60 4.929 -1,00
2026-05-08 13F New England Private Wealth Advisors LLC 6.477 0,61 358 -1,92
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 11.618 9.745,76 683 11.266,67
2026-05-11 13F Fountainhead AM, LLC 4.175 0,80 231 -1,71
2026-05-12 13F Anfield Capital Management, LLC 7.772 429
2026-04-27 13F Level Wealth Management LLC 4.376 0,74 242 -2,03
2026-04-24 13F National Asset Management, Inc. 30.443 82,69 1.643 74,05
2026-05-01 13F United Bank 5.978 330
2026-04-09 13F Sculati Wealth Management, LLC 185.120 3,11 10.226 0,48
2026-04-22 13F Harbor Asset Planning, Inc. 22.824 0,80 1.261 -1,79
2026-05-04 13F Element Wealth, LLC 27.354 11,72 1.511 8,86
2026-05-15 13F Mercer Global Advisors Inc /adv 38.078 28,56 2.103 25,25
2026-05-15 13F Equitable Holdings, Inc. 325.500 20,44 18.421 20,23
2026-05-08 13F Pnc Financial Services Group, Inc. 93 5
2026-05-04 13F Envestnet Asset Management Inc 2.433.369 17,51 134.419 14,50
2026-05-15 13F MAI Capital Management 49.253 0,65 2.721 -1,95
2026-05-13 13F Godshalk Welsh Capital Management, Inc. 39.919 7,57 2.205 4,85
2026-04-21 13F Unique Wealth, Llc 126.493 104,74 6.987 99,51
2026-05-06 13F Assetmark, Inc 7.221 260,69 399 252,21
2026-04-10 13F Ballew Advisors, Inc 29.791 0,78 1.709 1,00
2026-05-12 13F Creative Planning 19.768 1,83 1.092 -0,73
2026-05-15 13F Ameriflex Group, Inc. 4.371 13,98 241 11,06
2026-04-20 13F Breakwater Capital Group 4.188 231
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