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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,402
shares
|
$797,937
0.0% of portfolio
|
Q3 2023
Reduced 0.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
10,303
shares
|
$790,343
0.01% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,258
shares
|
$786,891
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
10,247
shares
|
$786,047
0.17% of portfolio
|
Q4 2023
Reduced 16.2%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
10,227
shares
|
$784,513
0.28% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,026
shares
|
$769,094
0.17% of portfolio
|
Q2 2023
Added 71.56%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
9,967
shares
|
$764,568
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,953
shares
|
$763,494
0.0% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
9,921
shares
|
$761,039
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,800
shares
|
$751,757
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,800
shares
|
$751,757
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,567
shares
|
$733,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
9,241
shares
|
$708,877
0.07% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,069
shares
|
$695,682
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
8,457
shares
|
$648,736
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8,454
shares
|
$648,506
0.01% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,130
shares
|
$623,652
0.41% of portfolio
|
Q2 2021
Added 900.0%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,123
shares
|
$623,115
0.05% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
7,945
shares
|
$609,460
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,850
shares
|
$602,173
0.0% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
7,705
shares
|
$591,050
0.0% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
7,518
shares
|
$576,705
0.26% of portfolio
|
Q4 2024
Reduced 46.39%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
7,470
shares
|
$573,023
0.05% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
7,396
shares
|
$567,347
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,248
shares
|
$555,994
0.03% of portfolio
|
Q3 2022
Reduced 1.36%
|