Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Fidelity Covington Trust - Fidelity Disruptive Finance ETF include Commonwealth Equity Services, Llc, AE Wealth Management LLC, POM Investment Strategies, LLC, and HighMark Wealth Management LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,087 | 443.50 | 42 | 583.33 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 6 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9,964 | 381 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 13,117 | 7,227.93 | 501 | 8,250.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 268 | 10 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,897 | 35.90 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22,755 | 1 |
