Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity MSCI Financials Index ETF eröffnet haben, gehören XTX Topco Ltd, Stock Yards Bank & Trust Co, Citadel Advisors Llc, Ruggiero Investments, Inc., Buckingham Strategic Partners, Astra Wealth Partners LLC, Merkkuri Wealth Advisors LLC, Motiv8 Investments LLC, Longview Financial Advisors, Inc., Beacon Investment Advisory Services, Inc., Meramec Financial Planners, LLC, Ubs Asset Management Americas Inc, Truvestments Capital Llc, Evergreen Advisors, LLC, Triumph Capital Management, Operose Advisors LLC, und Ashton Thomas Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Assetmark, Inc | 1.181 | 12,69 | 83 | 1,23 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 124 | 9 | ||||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 3.651 | 1,73 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 66.916 | 0,01 | 4.697 | -9,69 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 325 | 7,97 | 23 | -4,35 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 60.305 | 7,09 | 4.233 | -3,29 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 19.516 | 1.370 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.131 | 0,09 | 88 | 1,16 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.467 | 18,49 | 269 | 20,63 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 3.991 | 0,55 | 280 | -9,09 | ||||
| 2026-05-15 | 13F | Variant Private Wealth, LLC | 4.950 | 0,57 | 348 | -9,16 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 132 | 9 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 34.664 | 13,20 | 2.433 | 2,23 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 521 | 37 | ||||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 14.314 | 7,10 | 1.005 | -3,28 | ||||
| 2026-05-08 | 13F | Valley Brook Capital Group, Inc. | 4.899 | 8,94 | 344 | -1,72 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 50.849 | 2,91 | 3.570 | -7,08 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 5.081 | 47,36 | 357 | 32,84 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.760 | 34,86 | 264 | 21,76 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.278 | 2,22 | 511 | -7,78 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 511 | -6,41 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.853 | 200 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 98.516 | 7,91 | 6.916 | -2,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 3.400 | 239 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 155.754 | 19,18 | 10.934 | 7,62 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 66.246 | 4,87 | 4.650 | -5,31 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18.021 | 1.265 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 117 | 8 | ||||||
| 2026-05-14 | 13F | Monte Financial Group, LLC | 4.695 | 9,67 | 330 | -0,90 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 4.118 | 289 | ||||||
| 2026-05-14 | 13F | Mcrae Capital Management Inc | 5.969 | 5,01 | 419 | -4,99 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.106 | 2,65 | 288 | -7,10 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 867.448 | 0,18 | 60.895 | -9,53 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 149.000 | 10.460 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 81.745 | 817,97 | 5.738 | 729,19 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 2.957 | 208 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 2.267 | 159 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.062 | 0,67 | 316 | 2,27 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 162.602 | 7,71 | 11.415 | -2,74 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4.064 | 0,12 | 316 | 1,94 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 30.479 | 347,56 | 2.140 | 304,35 | ||||
| 2026-05-12 | 13F | Creative Planning | 16.280 | 1,31 | 1.143 | -8,57 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 553 | 39 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 9.757 | 11,84 | 685 | 0,88 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.409 | 383,97 | 309 | 341,43 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 611 | 0,16 | 43 | -10,64 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 15.723 | 11,25 | 1.104 | 0,46 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 2.894 | 203 | ||||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 29.023 | 9,93 | 2.037 | -0,73 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 195 | 441,67 | 14 | 550,00 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 146 | 11 | ||||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 30.567 | 4,79 | 2.376 | 6,74 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 100 | 7 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 37.955 | 2,65 | 2.664 | -7,31 | ||||
| 2026-05-04 | 13F | Nwam Llc | 4.780 | 59,60 | 336 | 46,93 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 218.273 | 0,79 | 15.323 | -8,99 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.505 | 0 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 19.624 | 8,43 | 1.378 | -2,06 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1.990.920 | 5,79 | 139.763 | -4,47 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 117.867 | 2,38 | 8.274 | -7,55 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 474.222 | 5,71 | 36.866 | 108.329,41 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 27.968 | 35,78 | 1.963 | 22,61 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 50 | 25,00 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 3.837 | 8,97 | 269 | 2,28 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 505 | 0,40 | 35 | -10,26 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6.202 | 0,55 | 435 | -9,19 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.785 | 2,47 | 687 | -7,55 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1.092 | 0 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 11.111 | 3,68 | 780 | -6,36 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 14.514 | 6,92 | 1.019 | -3,51 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 5.569 | 391 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 2.882 | 10,55 | 214 | 5,94 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 316 | 0,64 | 22 | -8,33 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 251.557 | 1,24 | 17.659 | -8,57 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 735 | 5,15 | 52 | -5,56 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.517 | 106 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 110.062 | 25,52 | 8 | 16,67 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 37.388 | 16,66 | 2.625 | 131.100,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 2.979 | 0,40 | 209 | -9,13 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 383.389 | 14,31 | 26.914 | 3,22 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 25.836 | 222,02 | 1.814 | 191,01 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.347 | 0,45 | 95 | -9,62 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 11.402 | 27,95 | 800 | 15,61 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1.500 | 110 | ||||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 122 | 9 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 123.533 | 11,78 | 8.672 | 0,94 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 93.649 | 14,47 | 6.574 | 3,36 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 8.787 | 4,06 | 1 | |||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 3.020 | 1,85 | 212 | -7,83 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 8.179 | 1,09 | 574 | -8,60 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 736 | 0,27 | 52 | -10,53 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 10.143 | 0,53 | 749 | -5,55 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 12.297 | 0,04 | 863 | -9,63 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 30.253 | 4,43 | 2.124 | -5,69 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 21.515 | 18,26 | 1.462 | 3,32 | ||||
| 2026-04-23 | 13F | American National Bank | 14.579 | 5,65 | 1.023 | -4,57 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 3.927 | 4,64 | 276 | -5,50 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 191 | 218,33 | 13 | 225,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 20.493 | 4,07 | 1.439 | -6,01 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 4.304 | 4,80 | 302 | -5,33 | ||||
| 2026-04-17 | 13F | Athena Wealth Management, LLC | 8.581 | 21,34 | 602 | 9,65 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79.882 | 370,56 | 5.608 | 324,85 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 31.361 | 54,91 | 2.202 | 39,92 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8.596 | 177,65 | 603 | 151,25 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 10.658 | 4,44 | 748 | -5,67 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 3.032 | 213 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 20.170 | 5,71 | 1.416 | -4,59 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.845 | 13,19 | 1 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 8.841 | 24,35 | 621 | 12,32 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 46 | 3 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 353.635 | 1,66 | 24.825 | -8,20 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 8.300 | 20,29 | 583 | 8,58 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 86.277 | 287,62 | 6.057 | 250,06 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 37.303 | 3,42 | 2.619 | -6,63 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 242.191 | 17,21 | 17.002 | 5,85 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 82.164 | 8,49 | 5.768 | -2,04 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 63 | 4 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 10.375 | 11,12 | 728 | 0,41 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 14.965 | 2,65 | 1.028 | -9,36 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 6.023 | 16,52 | 423 | 5,24 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 3.295 | 5,14 | 231 | -4,94 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3.345 | 3,37 | 235 | -6,77 |
