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 362 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 $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
66,373
shares
|
$4.52 Million
1.36% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
64,490
shares
|
$4.4 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
61,190
shares
|
$4.17 Million
0.07% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
60,324
shares
|
$4.11 Million
0.91% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
59,899
shares
|
$4.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
58,755
shares
|
$4.01 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
57,760
shares
|
$3.94 Million
1.36% of portfolio
|
Q3 2023
Added 10.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
57,203
shares
|
$3.9 Million
0.0% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,583
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,896
shares
|
$3.81 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
55,295
shares
|
$3.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
54,683
shares
|
$3.73 Million
0.65% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
54,107
shares
|
$3.69 Million
2.13% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
53,780
shares
|
$3.67 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
51,694
shares
|
$3.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 85.48%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
51,416
shares
|
$3.51 Million
0.58% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
51,096
shares
|
$3.48 Million
0.66% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
46,295
shares
|
$3.16 Million
0.0% of portfolio
|
Q4 2024
Added 118.89%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
43,173
shares
|
$2.94 Million
2.22% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
42,988
shares
|
$2.93 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,826
shares
|
$2.92 Million
0.01% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
42,754
shares
|
$2.91 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
39,088
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
39,058
shares
|
$2.66 Million
2.84% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
38,225
shares
|
$2.61 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.02%
|