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 426 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,800
shares
|
$882,490
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,788
shares
|
$881,409
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,679
shares
|
$871,593
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,260
shares
|
$833,863
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,247
shares
|
$832,692
0.09% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
9,230
shares
|
$831,161
0.17% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
9,064
shares
|
$816,213
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
8,984
shares
|
$809,009
0.07% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,867
shares
|
$798,473
0.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
8,580
shares
|
$772,629
0.03% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
8,532
shares
|
$768,306
0.03% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
8,210
shares
|
$739,310
0.01% of portfolio
|
Q3 2025
Added 155.76%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
8,130
shares
|
$732,106
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
7,989
shares
|
$719,409
0.2% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
7,970
shares
|
$717,698
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
7,950
shares
|
$715,897
0.05% of portfolio
|
Q4 2025
Added 134.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
7,723
shares
|
$695,456
0.06% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,657
shares
|
$689,512
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
7,442
shares
|
$670,152
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,248
shares
|
$652,682
0.03% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,245
shares
|
$652,412
0.11% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,181
shares
|
$646,649
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,150
shares
|
$643,857
0.02% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,942
shares
|
$625,127
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,878
shares
|
$619,363
0.01% of portfolio
|
Q3 2025
Added 51.73%
|
|