Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF eröffnet haben, gehören Pasadena Private Wealth, LLC, Savvy Advisors, Inc., Clearview Wealth Management LLC, Motiv8 Investments LLC, Napier Financial, LLC, Eastern Bank, Truvestments Capital Llc, Ashton Thomas Private Wealth, LLC, First Community Trust Na, High Note Wealth, LLC, Emerald Investment Partners, Llc, und Operose 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Smith, Salley & Associates | 16.854 | 1,01 | 454 | 1,12 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 235.930 | 0,02 | 6.349 | 0,08 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 250 | 7 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.741 | 45,18 | 205 | 42,66 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 57.276 | 1,84 | 1.541 | 1,92 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 8.589 | 0,81 | 231 | 0,87 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 181.647 | 9,01 | 4.888 | 9,11 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 9.189 | 69,04 | 244 | 65,31 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 90.648 | 2,04 | 2.439 | 2,14 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 31.361 | 22,17 | 844 | 22,17 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 55.208 | 147,21 | 1.486 | 147,50 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 62.644 | 0,54 | 1.686 | 0,60 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 60 | 2 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 97.282 | 12,35 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2.273 | 2,53 | 61 | 3,39 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 124.677 | 126,04 | 3.355 | 126,23 | ||||
| 2026-05-05 | 13F | UBS Group AG | 145.021 | 78,10 | 3.903 | 78,25 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 60.958 | 14,37 | 1.640 | 14,45 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 10.268.643 | 25.321,84 | 276.329 | 25.344,66 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 28.123 | 5,13 | 757 | 1,61 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 827.301 | 9,89 | 22.263 | 9,97 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23.369 | 6,55 | 628 | 3,12 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 575.000 | 82,60 | 15.473 | 82,74 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 126.162 | 7,87 | 3.395 | 7,98 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 65 | 282,35 | 2 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 87.202 | 5,82 | 2.347 | 5,91 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 62.684 | 0,85 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 213.426 | 1,36 | 5.743 | 1,43 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 32.100 | 864 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 65.076 | 3,23 | 1.751 | 3,30 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 205 | 184,72 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 134.417 | 1,25 | 3.617 | 1,34 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 208.822 | 1,95 | 5.619 | 2,03 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 11.345 | 0,03 | 305 | 0,33 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 329.694 | 49,42 | 9.492 | 57,11 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 691.622 | 3,85 | 18.612 | 3,93 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 17.493 | 470 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 19.891 | 0,46 | 535 | 0,56 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 11.558 | 7,35 | 311 | 7,61 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 442 | 0,91 | 12 | 0,00 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 74.220 | 5,32 | 1.997 | 5,44 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 133.774 | 3,95 | 3.600 | 4,02 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 240.190 | 3,59 | 6.463 | 3,64 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.881 | 180,33 | 51 | 177,78 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 312.330 | 4,87 | 8.405 | 4,95 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 555.858 | 5,72 | 14.958 | 5,80 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 81.676 | 6,66 | 2.198 | 6,70 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 173 | 5 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 19.505 | 6,48 | 525 | 6,50 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 16.520 | 52,55 | 445 | 52,58 | ||||
| 2026-05-04 | 13F | Nwam Llc | 76.616 | 9,23 | 2.062 | 6,95 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14.036 | 1,64 | 378 | 1,62 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 303 | 8 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 2.184 | 59 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 113 | 3 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 29.132 | 24,02 | 784 | 24,09 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 532.679 | 4,81 | 14.324 | 102.207,14 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 11.496 | 309 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 3.152 | 0,93 | 85 | 1,20 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 33.606 | 0,13 | 904 | 0,22 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 54.837 | 1.476 | ||||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 70.108 | 7,41 | 1.887 | 7,46 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11.079 | 36,46 | 303 | 37,73 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 73.292 | 15,35 | 1.972 | 15,46 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 24.063 | 12,00 | 648 | 12,13 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 29.789 | 74,80 | 802 | 74,89 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 8.793 | 2,02 | 237 | 2,16 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 34.118 | 1,13 | 918 | 1,21 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 252.566 | 16,14 | 6.819 | 16,62 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 114.305 | 1,26 | 3.076 | 1,32 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 2.957 | 0 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 160.655 | 5,30 | 4.323 | 5,39 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 28 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 57.768 | 14,38 | 1.560 | 14,80 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 116.981 | 3,76 | 3.148 | 3,83 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 19.307 | 3,24 | 520 | 3,39 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 28.172 | 15,72 | 758 | 15,90 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 177 | 139,19 | 5 | 300,00 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 14.655 | 0,48 | 394 | 0,51 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 58.524 | 13,92 | 1.575 | 13,98 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 1.119.933 | 3,02 | 30.137 | 3,10 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 0 | 0 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 386.688 | 10.406 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 54.689 | 0,79 | 1.472 | 0,82 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 155.854 | 6,01 | 4.194 | 6,10 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 134.920 | 0,85 | 3.631 | 0,92 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26.918 | 724 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 53.265 | 17,07 | 1.455 | 18,97 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 171.333 | 1,83 | 4.611 | 1,90 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 10.717 | 11,40 | 289 | 11,63 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 850.355 | 4,24 | 22.883 | 4,32 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1.072 | 0,85 | 29 | 0,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 25.160 | 32,95 | 677 | 33,27 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 36 | 1 | ||||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 8.753 | 8,04 | 255 | 17,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 242 | 19,21 | 7 | 20,00 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 44.714 | 2,85 | 1.203 | 2,91 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 588.435 | 41,00 | 15.835 | 41,10 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 23.949 | 41,66 | 644 | 41,85 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 25.032 | 0,93 | 674 | 1,05 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 46 | 1 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 44 | 1 | ||||||
| 2026-04-08 | 13F | Lynch & Associates/in | 12.669 | 6,61 | 341 | 6,58 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15.311 | 93,03 | 412 | 93,43 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 220.576 | 5.936 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 47.533 | 6,00 | 1.279 | 6,14 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 53.794 | 10,30 | 1.448 | 10,37 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 19 | 1 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 149.017 | 7,12 | 4.010 | 7,22 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 963.333 | 16,98 | 25.923 | 17,07 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 690.011 | 13,73 | 18.568 | 13,82 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 6.974 | 0,52 | 188 | 0,54 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 217 | 0,93 | 6 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 349 | 9 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 79.160 | 81,93 | 2.130 | 82,05 |
