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 371 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
100
shares
|
$7,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
96
shares
|
$7,221
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
91
shares
|
$6,845
0.0% of portfolio
|
Q4 2022
New holding
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
75
shares
|
$5,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
60
shares
|
$4,513
0.0% of portfolio
|
Q3 2023
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
47
shares
|
$3,535
0.0% of portfolio
|
Q3 2023
Added 11.9%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
40
shares
|
$3,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
40
shares
|
$3,008
0.0% of portfolio
|
Q2 2022
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
39
shares
|
$2,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
34
shares
|
$2,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
29
shares
|
$2,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
24
shares
|
$1,805
0.0% of portfolio
|
Q2 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
21
shares
|
$1,579
0.0% of portfolio
|
Q2 2024
Reduced 77.42%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4
shares
|
$300
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
2
shares
|
$150
0.0% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1
shares
|
$75
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|