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 |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
58,897
shares
|
$4.23 Million
0.71% of portfolio
|
Q2 2023
Reduced 1.78%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
57,760
shares
|
$4.15 Million
1.29% of portfolio
|
Q3 2023
Added 10.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
56,730
shares
|
$4.08 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
56,665
shares
|
$4.07 Million
0.12% of portfolio
|
Q2 2024
Added 59.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,583
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
54,313
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2024 Q2 2024 |
50,712
shares
|
$3.64 Million
0.74% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
49,850
shares
|
$3.58 Million
0.1% of portfolio
|
Q1 2024
Reduced 19.81%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
45,111
shares
|
$3.24 Million
0.5% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
44,810
shares
|
$3.22 Million
0.26% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
43,819
shares
|
$3.15 Million
0.86% of portfolio
|
Q3 2024
Added 330.78%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
43,039
shares
|
$3.09 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
39,935
shares
|
$2.87 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
39,223
shares
|
$2.82 Million
0.01% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
38,044
shares
|
$2.73 Million
1.64% of portfolio
|
Q2 2024
Reduced 46.02%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
37,000
shares
|
$2.66 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
36,084
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2023
Reduced 3.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
35,907
shares
|
$2.58 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
33,652
shares
|
$2.42 Million
1.16% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
32,860
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
32,783
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,028
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,735
shares
|
$2.07 Million
0.05% of portfolio
|
Q1 2020
Reduced 87.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
28,512
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Added 7.36%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
28,398
shares
|
$2.04 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.53%
|