Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF eröffnet haben, gehören Novem Group, Advyzon Investment Management, LLC, Per Stirling Capital Management, LLC., Dahring | Cusmano Llc, Buska Wealth Management, LLC, BAM Wealth Management, LLC, Change Path, LLC, Summit Wealth Group Llc / Co, Fifth Third Bancorp, Pnc Financial Services Group, Inc., Harbor Asset Planning, Inc., Clarity Asset Management, Inc., EverSource Wealth Advisors, LLC, Godfrey Financial Associates, Inc., Root Financial Partners, LLC, PlanVest Financial, Inc, Vanguard Advisers Inc, und BlackRock, Inc. .
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 | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 57.625 | 23,20 | 1.841 | 28,29 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98.149 | 510,95 | 3.180 | 521,09 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 53 | 2 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 37.826 | 46,47 | 1.209 | 52,53 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 103.645 | 99,96 | 3.311 | 108,24 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 72 | 2 | ||||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 45.301 | 1.447 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.736 | 1.185,93 | 55 | 1.275,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 51 | 155,00 | 2 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 3.440 | 6,80 | 110 | 11,22 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 57.805 | 1.847 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2.513 | 65,00 | 80 | 73,91 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 55.908 | 1.786 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 843.183 | 19,37 | 26.940 | 24,27 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 186 | 6 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 9.964 | 306 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 90.566 | 2.894 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9.637 | 33,22 | 312 | 40,09 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 78.511 | 37,03 | 2.410 | 43,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.570 | 0,32 | 50 | 4,17 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13.823 | 7,04 | 442 | 11,36 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 65.411 | 8,59 | 2 | 100,00 | ||||
| 2026-04-10 | 13F | Novem Group | 205.593 | 6.569 | ||||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 7.617 | 0,12 | 243 | 4,29 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 74.752 | 3,96 | 2.388 | 8,25 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 743 | 29,44 | 24 | 35,29 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10.693 | 1,65 | 342 | 5,90 | ||||
| 2026-05-12 | 13F | Creative Planning | 15.350 | 0,44 | 490 | 4,48 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 103.755 | 13,51 | 3.199 | 14,01 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 20.819 | 71,42 | 665 | 78,76 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9.789 | 0,21 | 313 | 4,35 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 174.090 | 1,06 | 5.659 | 0,52 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 181 | 6 | ||||||
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 8.125 | 0,49 | 260 | 4,44 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 9.761 | 1,74 | 312 | 5,78 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 9.867 | 315 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 14.932 | 477 | ||||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 214.864 | 3,37 | 6.865 | 7,60 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6.832 | 218 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 126.838 | 142,31 | 4.052 | 152,30 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 415.240 | 4,42 | 13.267 | 8,70 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 212 | 7 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 11 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 25.623.551 | 8,86 | 818.672 | 13,33 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 250 | 8 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 49.830 | 50,18 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 401 | 1,78 | 13 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17.928 | 140,64 | 574 | 151,75 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 30.581 | 81,23 | 977 | 88,97 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 160 | 5 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.156.899 | 227,69 | 35.505 | 354.950,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.297 | 2.424,18 | 73 | 3.550,00 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 17.831 | 570 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 61.638 | 316,47 | 1.969 | 333,70 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 300.014 | 0,63 | 9.585 | 4,77 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 18 | 1 | ||||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 110.020 | 20,89 | 3.515 | 25,90 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 290.052 | 9,32 | 9.250 | 13,61 |
