Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity New Millennium ETF eröffnet haben, gehören Menora Mivtachim Holdings Ltd., Insigneo Advisory Services, Llc, Envision Financial Transparency, LLC, Core Wealth Advisors, Llc, Sandhill Capital Partners LLC, Arkadios Wealth Advisors, Barnes Wealth Management Group, Inc, Private Advisor Group, LLC, Brookstone Capital Management, Keystone Financial Group, Hartland & Co., LLC, Fifth Third Bancorp, MAI Capital Management, O'shaughnessy Asset Management, Llc, SRS Capital Advisors, Inc., Financial Freedom, LLC, Jones Financial Companies Lllp, Larson Financial Group LLC, Geneos Wealth Management Inc., und Triumph Capital Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | 13F | Western Wealth Management, LLC | 9.459 | 37,41 | 485 | 32,15 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 147 | 7 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.500 | 128 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 19.430 | 408,77 | 996 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 11.408 | 585 | ||||||
| 2026-05-14 | 13F | Menora Mivtachim Holdings Ltd. | 132.900 | 6.816 | ||||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 9.081 | 0,22 | 466 | -3,73 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 21 | 1 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 138.593 | 17,53 | 7.108 | 12,95 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.908 | 98 | ||||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 30.772 | 1.578 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 20.047 | 102,41 | 1.028 | 94,70 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 4.251 | 218 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 27.020 | 9,83 | 1.386 | 5,56 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 14.999 | 135,46 | 769 | 126,84 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.697 | 34,96 | 446 | 30,03 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 32.795 | 0,04 | 1.682 | -3,89 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 13.705 | 47,37 | 703 | 41,53 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 268.619 | 6,59 | 13.776 | 2,45 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 3 | 0 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 105.585 | 11,39 | 5.415 | 7,06 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 19.443 | 0,23 | 1.007 | -2,71 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 73.858 | 647,70 | 3.788 | 618,60 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8.764 | 449 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45.017 | 70,94 | 2 | 100,00 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 125.235 | 6.423 | ||||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 37.913 | 1,52 | 1.944 | -2,41 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 531 | 27 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 1.026.985 | 2,92 | 52.669 | -1,08 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 19.884 | 1.020 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 500 | 0,20 | 26 | -3,85 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 7.459 | 1,57 | 383 | -2,30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 15 | 1 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 7.328 | 0,23 | 376 | -3,85 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.844 | 2.665,47 | 191 | 2.614,29 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 170.171 | 97,08 | 9.080 | 97,09 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 2.168 | 111 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 28.575 | 2,74 | 1.465 | -1,28 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 135.846 | 1,12 | 6.967 | -2,82 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 63.611 | 3 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.513.006 | 48,85 | 77.594 | 43,06 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.909 | 98 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 414 | 68,98 | 21 | 61,54 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 41.382 | 3,09 | 2 | 0,00 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 10.165 | 0,42 | 542 | 3,04 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 53.764 | 109,53 | 2.757 | 101,39 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 59.529 | 18,50 | 3.053 | 13,88 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 307 | 0,33 | 16 | -6,25 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 13.255 | -7,68 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 4.950 | 2,13 | 254 | -1,94 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 127.193 | 0,02 | 6.787 | 2,57 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 18.590 | 12,69 | 953 | 8,30 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 166.994 | 30,72 | 8.564 | 25,65 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 668 | 42,13 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 328.857 | 12,94 | 16.865 | 8,55 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6.341 | 325 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 13.484 | 95,51 | 692 | 87,77 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2.137 | 0,23 | 110 | -3,54 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1.280 | 66 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.338.379 | 10,39 | 71.416 | 113.257,14 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 6.529 | 4,06 | 335 | 0,00 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 19.850 | 1.018 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 516 | 26 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 24.479 | 26,17 | 1.255 | 21,26 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 35.446 | 8,64 | 1.921 | 10,40 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.558 | 182 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 1.640 | 84 | ||||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 261.460 | 2,81 | 13.409 | -1,19 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 55.605 | 2,06 | 2.852 | -1,93 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 56.916 | 2.919 |
