Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Covington Trust - Fidelity Value Factor ETF eröffnet haben, gehören Diversify Wealth Management, Llc, Concord Wealth Partners, Integrity Wealth Partners, LLC, Mercer Global Advisors Inc /adv, WealthPlan Investment Management, LLC, Marshall Wace, Llp, Madison Wealth Partners, Inc, Western Wealth Management, LLC, Ancora Advisors, LLC, Lavaca Capital Llc, Cornerstone Planning Group LLC, CIBC Private Wealth Group, LLC, Us Bancorp \de\, Vanguard Advisers Inc, CGC Financial Services, LLC, Mather Group, Llc., und Basepoint 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Cetera Investment Advisers | 281.544 | 9,48 | 19.539 | 5,13 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4.417 | 1,87 | 307 | -2,24 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 4.520 | 202,54 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.637 | 8,27 | 322 | 3,88 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.389 | 0,42 | 166 | -3,51 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3.369 | 234 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 29 | 2 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 321 | 22 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 12.190 | 7.424,69 | 846 | |||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 17.229 | 17,81 | 1.196 | 13,16 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 3.026 | 1,17 | 210 | -2,78 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3.578 | 248 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 7.260 | 6,28 | 504 | 2,03 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 971 | 67 | ||||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 6.133 | 2,52 | 426 | -1,62 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 38.895 | 127,46 | 2.715 | 119,76 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 9.240 | 0,08 | 641 | -3,90 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.683.787 | 1,74 | 116.855 | -2,30 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 2.125 | 22,62 | 147 | 17,60 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 8.676 | 5,19 | 1 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 17.151 | 1.190 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 3.225 | 224 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 6.159 | 0,52 | 427 | -3,39 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 49.016 | 8,29 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17.883 | 21,57 | 1.241 | 16,75 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 9.304 | 15,33 | 646 | 10,82 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 310 | 24 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 41.674 | 80,29 | 2.892 | 73,17 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 6 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 28 | 2 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 91 | 6 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 25.858 | 44,10 | 1.795 | 38,43 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 6.314 | 38,53 | 438 | 33,13 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 92 | 6 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 12.259 | 13,44 | 851 | 8,97 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7.819 | 0,33 | 546 | -3,20 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 31.602 | 7,19 | 2.193 | 2,96 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.289 | 228 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1.004 | 70 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 3.280 | 228 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 8.042 | 0,68 | 558 | -3,29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.402 | 97 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 45.074 | 9,22 | 3.128 | 4,90 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 6.227 | 432 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 110.783 | 58,59 | 7.479 | 48,14 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4.619 | 23,30 | 321 | 18,52 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 193.688 | 1,29 | 13.442 | -2,74 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 12.819 | 0,81 | 890 | -3,16 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 25.002 | 2,11 | 1.735 | -1,92 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.560 | 18,24 | 178 | 13,46 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 3.612 | 0,44 | 251 | -3,47 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3.857 | 2,72 | 268 | -1,48 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 301.376 | 0,25 | 20.915 | -3,73 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 544 | 0,37 | 38 | -5,13 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.025 | 127,78 | 71 | 121,88 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 22.287 | 6,51 | 1.547 | 2,25 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 4.123 | 0,37 | 286 | -3,38 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 9.565 | 7,81 | 664 | 3,43 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 295.299 | 1,74 | 20.494 | -2,30 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.492 | 18,55 | 312 | 13,92 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 949 | 66 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11.964 | 899 | ||||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 16.173 | 5,97 | 1.122 | 1,72 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 31 | 611 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8.712 | 8,71 | 605 | 4,32 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.223 | 5.321,95 | 154 | 7.600,00 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 126.784 | 4.165,95 | 8.799 | 4.011,21 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.257 | 0,40 | 87 | -3,33 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 117.112 | 0,84 | 8.128 | -3,17 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 4.340 | 0,18 | 301 | -3,83 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 685 | 270,27 | 48 | 261,54 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 116.713 | 2,83 | 8.100 | -1,26 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 2.157 | 0,42 | 150 | -3,87 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 6.043 | 419 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 16.380 | 0,43 | 1.137 | -3,57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 12.379 | 32,31 | 859 | 27,07 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 251 | 17 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 286.579 | 3,99 | 19.889 | -0,14 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 73 | 5 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 21.066 | 9,21 | 1.421 | 1,94 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10.515 | 13,37 | 730 | 8,81 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.700.217 | 9,68 | 117.995 | 5,32 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 63.214 | 5,26 | 4.387 | 1,08 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.078 | 144 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 53.900 | 7,44 | 3.741 | 3,17 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.276 | 454 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 132 | 10 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 131.607 | 4,39 | 9.134 | 0,25 | ||||
| 2026-05-12 | 13F | Creative Planning | 106.631 | 4,00 | 7.400 | -0,12 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 8.670 | 15,35 | 602 | 10,68 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 278 | 19 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 10.780 | 4,58 | 753 | -0,79 |
