Institutional Ownership Fidelity Nasdaq Composite Inde (ONEQ)
This table provides information about the institutional ownership of Fidelity Nasdaq Composite Inde (ONEQ). We have compiled data on the 357 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
200,087
shares
|
$15.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
188,653
shares
|
$14.5 Million
2.66% of portfolio
|
Q4 2024
Added 5046.02%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
180,555
shares
|
$13.9 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
178,409
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
177,966
shares
|
$13.7 Million
6.38% of portfolio
|
Q4 2024
Added 30.71%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
138,678
shares
|
$10.6 Million
4.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
132,694
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
131,806
shares
|
$10.1 Million
1.96% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
129,275
shares
|
$9.92 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
126,515
shares
|
$9.7 Million
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
113,101
shares
|
$8.68 Million
0.13% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
112,724
shares
|
$8.65 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
104,830
shares
|
$8.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
102,565
shares
|
$7.87 Million
0.02% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
96,762
shares
|
$7.42 Million
2.79% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
91,610
shares
|
$7.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Feb 14, 2025 Q4 2024 |
90,874
shares
|
$6.97 Million
4.78% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
86,694
shares
|
$6.65 Million
5.39% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
86,223
shares
|
$6.61 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
85,592
shares
|
$6.57 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
80,702
shares
|
$6.19 Million
0.0% of portfolio
|
Q4 2024
Added 811.17%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
76,741
shares
|
$5.89 Million
2.75% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
75,629
shares
|
$5.8 Million
1.51% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
73,776
shares
|
$5.66 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
64,490
shares
|
$4.95 Million
0.96% of portfolio
|
Q4 2024
New holding
|