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 314 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
180,755
shares
|
$13 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Aug 15, 2024 Q2 2024 |
152,877
shares
|
$11 Million
4.88% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
150,994
shares
|
$10.9 Million
2.1% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
150,544
shares
|
$10.8 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Jul 25, 2024 Q2 2024 |
148,865
shares
|
$10.7 Million
6.24% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
138,312
shares
|
$9.94 Million
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
132,224
shares
|
$9.5 Million
1.23% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
126,656
shares
|
$9.1 Million
0.0% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
114,037
shares
|
$8.2 Million
0.02% of portfolio
|
Q2 2024
Added 37.44%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
111,359
shares
|
$8 Million
0.15% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
111,358
shares
|
$8 Million
1.03% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
107,654
shares
|
$7.74 Million
0.16% of portfolio
|
Q2 2024
Added 18.35%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
102,946
shares
|
$7.4 Million
2.84% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
101,322
shares
|
$7.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 14, 2024 Q2 2024 |
93,927
shares
|
$6.75 Million
4.85% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Portfolio Strategies, Inc.
|
Aug 12, 2024 Q2 2024 |
90,022
shares
|
$6.47 Million
0.86% of portfolio
|
Q1 2024
Added 3.61%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
87,900
shares
|
$6.32 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
83,239
shares
|
$5.98 Million
3.92% of portfolio
|
Q3 2024
Reduced 34.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
73,912
shares
|
$5.31 Million
0.58% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 02, 2024 Q2 2024 |
72,357
shares
|
$5.2 Million
2.62% of portfolio
|
Q1 2024
Reduced 40.01%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
71,274
shares
|
$5.12 Million
1.48% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
70,731
shares
|
$5.08 Million
0.0% of portfolio
|
Q3 2024
Added 7059.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
63,047
shares
|
$4.53 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
60,431
shares
|
$4.34 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
60,264
shares
|
$4.33 Million
0.87% of portfolio
|
Q3 2024
Reduced 4.0%
|