Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Fidelity Covington Trust - Fidelity Blue Chip Growth ETF meliputi Resources Investment Advisors, LLC., RFG Advisory, LLC, Summit Wealth Group Llc / Co, Beacon Financial Advisory LLC, FSM Wealth Advisors, LLC, Foundations Investment Advisors, LLC, Ameritas Advisory Services, LLC, Harbor Asset Planning, Inc., Ancora Advisors, LLC, Northwest Capital Management Inc, Us Bancorp \de\, Kiker Wealth Management, LLC, POM Investment Strategies, LLC, Farther Finance Advisors, LLC, Atlantic Union Bankshares Corp, Sandy Spring Bank, Twin Peaks Wealth Advisors, LLC, dan CX Institutional .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,926 | 286 | ||||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 216,821 | 23.72 | 10,459 | 49.33 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 36,848 | 3.82 | 1,778 | 8.29 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 439,551 | 2.91 | 21,204 | 24.20 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 94,383 | 4.73 | 4,553 | 26.40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 400 | 19 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1,592,192 | 77 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 90,514 | 3.40 | 4,366 | 10.98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 20,584,359 | 2.58 | 992,989 | 23.80 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 30% Portfolio Service Class | 2,360 | 5.55 | 114 | 26.97 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 20% Portfolio Investor Class | 52,472 | 0.80 | 2,531 | 21.68 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 13,646 | 17.36 | 658 | 41.81 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 60% Portfolio Investor Class | 1,726,656 | 3.90 | 83,294 | 25.39 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 848,456 | 1.45 | 40,930 | 22.44 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class | 169,821 | 2.78 | 8,192 | 24.05 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 10,001 | 29.61 | 482 | 56.49 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 459,691 | 18.92 | 22,175 | 43.53 | ||||
| 2025-08-22 | NP | FSANX - Fidelity Asset Manager 60% This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,189,221 | 1.78 | 105,608 | 22.85 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18,147 | 114.91 | 875 | 159.64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 103,375 | 110.38 | 4,987 | 153.87 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 59,000 | 1,503.26 | 1 | |||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 75,087 | 7.15 | 3,622 | 29.31 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 136,407 | 14.86 | 6,580 | 38.64 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 157,832 | 7,614 | ||||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 108,710 | 56.53 | 5,244 | 88.97 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 71,547 | 58.01 | 3,451 | 90.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,158,247 | 2.09 | 56 | 22.22 | ||||
| 2025-08-22 | NP | FAMRX - Fidelity Asset Manager 85% This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,118,185 | 2.77 | 150,421 | 24.03 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 20,021 | 35.63 | 966 | 63.56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,446 | 214 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 70,408 | 179.45 | 3,396 | 237.24 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 723,997 | 25.40 | 34,926 | 51.35 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9,107 | 26.68 | 439 | 52.96 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 622,700 | 45.87 | 30,039 | 76.05 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 31,639 | 75.24 | 1,526 | 111.65 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 346,598 | 12.30 | 16,720 | 35.54 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 18,163 | 23.21 | 876 | 48.73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 408,846 | 21.23 | 19,723 | 46.32 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 14,033 | 21.54 | 677 | 46.64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 300,369 | 53.30 | 14 | 100.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 105,456 | 0.08 | 5,087 | 20.80 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 11,189 | 540 | ||||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 50% Portfolio Investor Class | 797,661 | 3.15 | 38,479 | 24.50 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 328,306 | 15,837 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 24 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 191,556 | 12.08 | 9,241 | 35.27 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 10,878 | 18.26 | 1 | |||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 24,291 | 35.40 | 1,160 | 61.65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,085 | 52 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70,394 | 70.85 | 3,389 | 105.77 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6,228,360 | 0.55 | 300,456 | 21.36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 244,565 | 47.26 | 11,798 | 77.75 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 68,529 | 157.00 | 3,306 | 210.33 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12,630 | 16.62 | 1 | |||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 550,146 | 15.31 | 27 | 36.84 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 179,751 | 7.59 | 8,671 | 29.86 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 938,001 | 46.18 | 45,249 | 76.43 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 12,668 | 16.03 | 611 | 40.14 | ||||
| 2025-08-14 | 13F | Clg Llc | 90,057 | 55.36 | 4,344 | 87.56 | ||||
| 2025-08-22 | NP | FASGX - Fidelity Asset Manager 70% This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,076,229 | 1.92 | 196,637 | 23.00 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Asset Manager Portfolio Initial Class | 414,236 | 1.39 | 19,983 | 22.37 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 21,554 | 1,040 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 110,724 | 11.69 | 5,341 | 34.81 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 29,331 | 14.32 | 1,415 | 37.95 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 66 | 3 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 10,426 | 5.01 | 524 | 41.62 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 81,200 | 3,917 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 102,754 | 302.25 | 4,957 | 385.41 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 369,737 | 20.03 | 17,836 | 44.87 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 110,479 | 21.83 | 5,330 | 47.05 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 119,094 | 1.07 | 5,745 | 22.00 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 103,467 | 0.68 | 4,991 | 21.52 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,195 | 23.33 | 299 | 49.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,892,574 | 8.65 | 140 | 31.13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 170,546 | 6.96 | 8,227 | 29.09 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,729 | 132 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,177 | 202 | ||||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 82,590 | 20.59 | 3,984 | 45.56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,455 | 1,027.05 | 794 | 1,267.24 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 4,717 | 228 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 69,382 | 1.45 | 3,552 | 29.93 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 22,284 | 2.34 | 1,075 | 23.45 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 30,080 | 88.90 | 1,451 | 128.14 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 7,160 | 11.35 | 345 | 34.24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 43,461 | 3.60 | 2,174 | 28.20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 187,820 | 5.13 | 9,060 | 26.87 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 92,004 | 29.66 | 4,420 | 55.33 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 17,744 | 219.60 | 856 | 286.88 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 16,621 | 3.45 | 802 | 24.77 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 151,318 | 9.56 | 7,354 | 33.59 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5,114 | 2.55 | 247 | 23.62 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 68 | 3 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 417 | 20 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14,465 | 698 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,804 | 1,102.67 | 87 | 1,640.00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 13 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 756 | 221.70 | 36 | 300.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,523,298 | 9.55 | 73,484 | 32.21 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 11,623 | 5.58 | 561 | 27.27 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 56,921 | 2,746 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 442,839 | 12.22 | 21 | 40.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 426,266 | 12.42 | 20,563 | 35.69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 55,733 | 11.08 | 2,689 | 34.06 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 68 | 3 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 11,300 | 545 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 137,174 | 6,617 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 4,935 | 238 | ||||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 748,753 | 11.07 | 36,118 | 34.05 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 52,896 | 19.91 | 2,552 | 44.70 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 26,321 | 180.37 | 1,270 | 238.40 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 38,935 | 6.93 | 1,878 | 29.07 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 127,860 | 3.40 | 6,168 | 24.79 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 239,964 | 11,576 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 491 | 24 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 103,044 | 21.42 | 4,971 | 56.78 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 106,797 | 28.25 | 5,152 | 54.78 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1,068 | 52 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 48,937 | 12.88 | 2,361 | 36.26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 61,195 | 6.76 | 2,952 | 28.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,198 | 203 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 851,538 | 19.05 | 41 | 46.43 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 70% Portfolio Investor Class | 678,009 | 4.29 | 32,707 | 25.87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,110 | 0.33 | 102 | 21.43 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7,504 | 6.38 | 362 | 28.47 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 107,832 | 20.01 | 5,202 | 44.83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 654,428 | 0.31 | 31,570 | 21.07 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 42,625 | 290.12 | 325 | -35.64 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 40% Portfolio Service Class | 5,234 | 41.42 | 252 | 71.43 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 6,745 | 0.60 | 325 | 21.72 | ||||
| 2025-08-22 | NP | FFNCX - Fidelity Asset Manager 40% Fidelity Advisor Asset Manager 40%: Class C This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 854,307 | 0.29 | 41,212 | 21.05 | ||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - FundsManager 85% Portfolio Investor Class | 346,594 | 3.81 | 16,720 | 25.28 | ||||
| 2025-08-22 | NP | FASMX - Fidelity Asset Manager 50% This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,379,716 | 1.30 | 211,277 | 22.26 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14,337 | 16.78 | 692 | 41.02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 23,181 | 405.25 | 1,118 | 427.36 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 8,961 | 432 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 622,816 | 21.43 | 30,045 | 46.55 |
