Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Fidelity Covington Trust - Fidelity Small-Mid Cap Opportunities ETF incluem Novem Group, Advyzon Investment Management, LLC, Per Stirling Capital Management, LLC., Dahring | Cusmano Llc, Buska Wealth Management, LLC, BAM Wealth Management, LLC, Change Path, LLC, Summit Wealth Group Llc / Co, Fifth Third Bancorp, Pnc Financial Services Group, Inc., Harbor Asset Planning, Inc., Clarity Asset Management, Inc., EverSource Wealth Advisors, LLC, Godfrey Financial Associates, Inc., Root Financial Partners, LLC, PlanVest Financial, Inc, Vanguard Advisers Inc, e BlackRock, Inc. .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 57,625 | 23.20 | 1,841 | 28.29 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98,149 | 510.95 | 3,180 | 521.09 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 53 | 2 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 37,826 | 46.47 | 1,209 | 52.53 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 103,645 | 99.96 | 3,311 | 108.24 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 72 | 2 | ||||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 45,301 | 1,447 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1,736 | 1,185.93 | 55 | 1,275.00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 51 | 155.00 | 2 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 3,440 | 6.80 | 110 | 11.22 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 57,805 | 1,847 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2,513 | 65.00 | 80 | 73.91 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 55,908 | 1,786 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 843,183 | 19.37 | 26,940 | 24.27 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 186 | 6 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 9,964 | 306 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 90,566 | 2,894 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9,637 | 33.22 | 312 | 40.09 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 78,511 | 37.03 | 2,410 | 43.99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,570 | 0.32 | 50 | 4.17 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13,823 | 7.04 | 442 | 11.36 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 65,411 | 8.59 | 2 | 100.00 | ||||
| 2026-04-10 | 13F | Novem Group | 205,593 | 6,569 | ||||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 7,617 | 0.12 | 243 | 4.29 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 74,752 | 3.96 | 2,388 | 8.25 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 743 | 29.44 | 24 | 35.29 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10,693 | 1.65 | 342 | 5.90 | ||||
| 2026-05-12 | 13F | Creative Planning | 15,350 | 0.44 | 490 | 4.48 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 103,755 | 13.51 | 3,199 | 14.01 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 20,819 | 71.42 | 665 | 78.76 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9,789 | 0.21 | 313 | 4.35 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 174,090 | 1.06 | 5,659 | 0.52 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 181 | 6 | ||||||
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 8,125 | 0.49 | 260 | 4.44 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 9,761 | 1.74 | 312 | 5.78 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 9,867 | 315 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 14,932 | 477 | ||||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 214,864 | 3.37 | 6,865 | 7.60 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6,832 | 218 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 126,838 | 142.31 | 4,052 | 152.30 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 415,240 | 4.42 | 13,267 | 8.70 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 212 | 7 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 11 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 25,623,551 | 8.86 | 818,672 | 13.33 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 250 | 8 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 49,830 | 50.18 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 401 | 1.78 | 13 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17,928 | 140.64 | 574 | 151.75 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 30,581 | 81.23 | 977 | 88.97 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 160 | 5 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,156,899 | 227.69 | 35,505 | 354,950.00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2,297 | 2,424.18 | 73 | 3,550.00 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 17,831 | 570 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 61,638 | 316.47 | 1,969 | 333.70 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 300,014 | 0.63 | 9,585 | 4.77 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 18 | 1 | ||||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 110,020 | 20.89 | 3,515 | 25.90 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 290,052 | 9.32 | 9,250 | 13.61 |
