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 413 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
6,409
shares
|
$570,401
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,201
shares
|
$551,889
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
6,191
shares
|
$550,999
0.02% of portfolio
|
Q2 2025
Reduced 37.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,137
shares
|
$546,193
0.02% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
6,077
shares
|
$540,853
0.3% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
6,067
shares
|
$539,963
0.23% of portfolio
|
Q2 2025
Reduced 50.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,983
shares
|
$532,487
0.01% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
5,963
shares
|
$530,707
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
5,815
shares
|
$517,535
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
5,788
shares
|
$515,132
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,778
shares
|
$514,242
0.09% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
5,718
shares
|
$508,902
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,710
shares
|
$508,190
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,647
shares
|
$502,583
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,633
shares
|
$501,337
0.0% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,532
shares
|
$492,348
0.23% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
5,529
shares
|
$492,081
0.01% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,500
shares
|
$489,500
0.11% of portfolio
|
Q2 2021
Added 1275.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
5,468
shares
|
$486,652
0.04% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,442
shares
|
$484,338
0.01% of portfolio
|
Q3 2025
Added 55.62%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
5,433
shares
|
$483,537
0.11% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
5,393
shares
|
$479,977
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
5,378
shares
|
$478,642
0.05% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,328
shares
|
$474,192
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
5,327
shares
|
$474,103
0.01% of portfolio
|
Q2 2025
Added 23.11%
|