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 423 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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
39,251
shares
|
$3.53 Million
3.22% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
38,005
shares
|
$3.42 Million
0.37% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
37,895
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
37,672
shares
|
$3.39 Million
0.29% of portfolio
|
Q3 2025
Added 58.73%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
37,000
shares
|
$3.33 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
36,834
shares
|
$3.32 Million
0.01% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
36,115
shares
|
$3.25 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
35,111
shares
|
$3.16 Million
0.05% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Hwg Holdings LP
Houston, TX |
Jan 12, 2026 Q4 2025 |
34,284
shares
|
$3.09 Million
0.78% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
34,148
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
Added 18.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
33,919
shares
|
$3.05 Million
0.19% of portfolio
|
Q3 2025
Added 45.79%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
33,494
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
33,080
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
32,760
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
32,470
shares
|
$2.92 Million
0.08% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,028
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
29,906
shares
|
$2.69 Million
2.46% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,735
shares
|
$2.59 Million
0.05% of portfolio
|
Q1 2020
Reduced 87.41%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
28,672
shares
|
$2.58 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
28,295
shares
|
$2.55 Million
0.04% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
27,606
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
27,470
shares
|
$2.47 Million
0.51% of portfolio
|
Q3 2025
Reduced 22.62%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
27,330
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
27,228
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,666
shares
|
$2.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|