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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
39,058
shares
|
$2.94 Million
2.84% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
38,225
shares
|
$2.88 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
37,838
shares
|
$2.85 Million
0.03% of portfolio
|
Q1 2025
Added 690.76%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
37,733
shares
|
$2.84 Million
1.25% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
37,159
shares
|
$2.8 Million
0.15% of portfolio
|
Q1 2025
Added 545.35%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
37,000
shares
|
$2.78 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
36,834
shares
|
$2.77 Million
0.01% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
35,620
shares
|
$2.68 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
35,500
shares
|
$2.67 Million
0.66% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
32,712
shares
|
$2.46 Million
0.04% of portfolio
|
Q1 2025
Reduced 68.8%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
32,342
shares
|
$2.43 Million
2.36% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
32,120
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2025
Added 58.85%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
31,054
shares
|
$2.34 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
30,995
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,028
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
29,064
shares
|
$2.19 Million
0.19% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
29,011
shares
|
$2.18 Million
0.36% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,735
shares
|
$2.16 Million
0.05% of portfolio
|
Q1 2020
Reduced 87.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
27,422
shares
|
$2.06 Million
0.09% of portfolio
|
Q1 2025
Added 160.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
27,048
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
26,987
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,666
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
25,394
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 32.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
25,377
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24,714
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.99%
|