13F 机构持仓

FFSM FIDELITY COVINGTON TRUST

FUNDAMENTAL SMAL

持有机构数852026Q2
26Q126Q2
机构合计持股(股)33,778,7862026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q28533,778,786$12.89亿 1744157$8,863.90万
2026Q17631,454,657$10.06亿 173994$9,527.33万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

FMR LLC加仓$6,665.69万
NOVEM GROUP新建仓$656.87万
RFG Advisory, LLC加仓$437.11万
Advyzon Investment Management, LLC新建仓$289.36万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$265.95万
ENVESTNET ASSET MANAGEMENT INC加仓$238.00万
Per Stirling Capital Management, LLC.新建仓$184.69万
DAHRING | CUSMANO LLC新建仓$178.63万
COMMONWEALTH EQUITY SERVICES, LLC加仓$177.63万
Retirement Planning Group, LLC加仓$165.54万
Cetera Investment Advisers加仓$149.65万
Buska Wealth Management, LLC新建仓$144.74万
Keenan, LLC加仓$78.84万
Clarity Retirement & Wealth, LLC加仓$60.75万
M Holdings Securities, Inc.加仓$60.21万
BAM Wealth Management, LLC新建仓$56.97万
KOM Wealth Management Group, LLC加仓$56.18万
CreativeOne Wealth, LLC新建仓$47.71万
Kestra Advisory Services, LLC加仓$43.79万
Sigma Planning Corp加仓$38.34万

2026Q1 卖出最多

Evernest Financial Advisors, LLC减仓-$458.99万
BANK OF AMERICA CORP /DE/清仓-$63.55万
MENORA MIVTACHIM HOLDINGS LTD.减仓-$62.10万
JANE STREET GROUP, LLC清仓-$58.23万
OSAIC HOLDINGS, INC.减仓-$29.39万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$21.75万
ROYAL BANK OF CANADA减仓-$19.13万
Wealth Quarterback LLC减仓-$13.12万
KESTRA PRIVATE WEALTH SERVICES, LLC减仓-$11.09万
UBS Group AG减仓-$4.92万
TRUIST FINANCIAL CORP减仓-$3.58万
Elyxium Wealth, LLC清仓-$3.13万
HARBOUR INVESTMENTS, INC.减仓-$1,438

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
FMR LLC25,623,551$8.19亿0.04%2,086,289加仓
COMMONWEALTH EQUITY SERVICES, LLC1,212,494$3,873.92万0.05%55,595加仓
RFG Advisory, LLC843,183$2,693.97万0.49%136,812加仓
KOM Wealth Management Group, LLC415,240$1,326.69万9.05%17,585加仓
Evernest Financial Advisors, LLC272,082$960.18万1.98%-130,061减仓
MAI Capital Management300,014$958.55万0.05%1,881加仓
Keenan, LLC290,052$925.01万7.80%24,723加仓
MENORA MIVTACHIM HOLDINGS LTD.219,125$700.10万0.03%-19,437减仓
Gaddis Premier Wealth Advisors LLC214,864$686.49万5.06%7,005加仓
NOVEM GROUP205,593$656.87万0.75%205,593新建仓
SAX WEALTH ADVISORS, LLC192,881$591.95万0.29%0不变
SK Wealth Management, LLC174,090$565.88万1.57%1,818加仓
ENVESTNET ASSET MANAGEMENT INC126,838$405.25万0.00%74,492加仓
Clarity Retirement & Wealth, LLC110,020$351.51万2.83%19,014加仓
Retirement Planning Group, LLC103,645$331.15万0.10%51,812加仓
JPMORGAN CHASE & CO103,755$319.88万0.00%12,346加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC98,149$318.00万0.01%82,084加仓
Advyzon Investment Management, LLC90,566$289.36万0.26%90,566新建仓
MFA Wealth Services74,752$238.83万1.58%2,846加仓
Cambridge Investment Research Advisors, Inc.65,411$209.00万0.01%5,174加仓
Cetera Investment Advisers61,638$196.93万0.00%46,838加仓
Per Stirling Capital Management, LLC.57,805$184.69万0.20%57,805新建仓
PRINCIPAL SECURITIES, INC.57,625$184.11万0.03%10,852加仓
M Holdings Securities, Inc.49,830$180.20万0.12%16,650加仓
DAHRING | CUSMANO LLC55,908$178.63万1.10%55,908新建仓
Buska Wealth Management, LLC45,301$144.74万0.58%45,301新建仓
Sigma Planning Corp37,826$120.85万0.03%12,001加仓
Kestra Advisory Services, LLC30,581$97.71万0.00%13,707加仓
PENSION & WEALTH MANAGEMENT ADVISORS, INC.28,218$90.16万0.27%24加仓
HARBOUR INVESTMENTS, INC.23,662$75.60万0.01%-45减仓
Envestnet Portfolio Solutions, Inc.20,819$66.52万0.00%8,674加仓
Pines Wealth Management, LLC19,682$62.88万0.20%0不变
NATIONAL BANK OF CANADA /FI/17,928$57.41万0.00%10,478加仓
BAM Wealth Management, LLC17,831$56.97万0.43%17,831新建仓
Creative Planning15,350$49.04万0.00%67加仓
CreativeOne Wealth, LLC14,932$47.71万0.01%14,932新建仓
BENJAMIN EDWARDS INC13,823$44.16万0.00%909加仓
Wealth Quarterback LLC13,244$42.32万0.17%-4,105减仓
TRUIST FINANCIAL CORP11,059$35.33万0.00%-1,119减仓
MERCER GLOBAL ADVISORS INC /ADV10,693$34.16万0.00%174加仓
HICKS CAPITAL MANAGEMENT LLC10,348$33.06万0.33%0不变
SUMMIT WEALTH GROUP LLC / CO9,867$31.53万0.03%9,867新建仓
Mutual Advisors, LLC9,789$31.28万0.01%21加仓
Bay Capital Advisors, LLC9,761$31.18万0.19%167加仓
Farther Finance Advisors, LLC9,637$31.16万0.00%2,403加仓
KESTRA PRIVATE WEALTH SERVICES, LLC9,706$31.01万0.00%-3,472减仓
OSAIC HOLDINGS, INC.8,247$26.35万0.00%-9,199减仓
Cutler Capital Management, LLC8,125$25.96万0.07%40加仓
Eaton Financial Holdings Company, LLC7,617$24.34万0.08%9加仓
FIFTH THIRD BANCORP6,832$21.83万0.00%6,832新建仓

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