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 |
|---|---|---|---|---|---|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
22,667
shares
|
$1.74 Million
1.52% of portfolio
|
Q4 2024
Added 117.33%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
22,370
shares
|
$1.72 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
22,078
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
22,042
shares
|
$1.69 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,846
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
21,776
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
21,403
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
21,164
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
21,080
shares
|
$1.62 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
20,220
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
19,857
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
19,406
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
18,813
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
18,663
shares
|
$1.43 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
18,295
shares
|
$1.4 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
17,161
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2024
Added 179.18%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
16,656
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2024
Added 60.25%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
16,554
shares
|
$1.27 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
16,520
shares
|
$1.27 Million
0.42% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
16,382
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
15,290
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
15,184
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
15,128
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
14,614
shares
|
$1.12 Million
0.72% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
14,591
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|