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 405 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,419,678
shares
|
$124 Million
0.15% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,100,753
shares
|
$96 Million
0.03% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
667,319
shares
|
$58.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
651,222
shares
|
$56.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
608,702
shares
|
$53.1 Million
4.19% of portfolio
|
Q2 2025
Added 37.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
569,103
shares
|
$49.6 Million
0.0% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
527,000
shares
|
$46 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
503,186
shares
|
$43.9 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
499,750
shares
|
$43.6 Million
0.21% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
456,696
shares
|
$39.8 Million
2.46% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
450,496
shares
|
$39.3 Million
5.91% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
360,962
shares
|
$31.5 Million
5.53% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
352,362
shares
|
$30.7 Million
4.91% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
351,121
shares
|
$30.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
331,471
shares
|
$28.9 Million
0.05% of portfolio
|
Q2 2025
Added 125.91%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
330,878
shares
|
$28.9 Million
0.0% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
309,969
shares
|
$27 Million
5.37% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
296,394
shares
|
$25.9 Million
6.95% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
293,564
shares
|
$25.6 Million
3.18% of portfolio
|
Q1 2024
Added 10.37%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
258,056
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
249,908
shares
|
$21.8 Million
4.94% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
246,360
shares
|
$21.5 Million
0.17% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
240,571
shares
|
$21 Million
8.01% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
223,952
shares
|
$19.5 Million
1.01% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
211,646
shares
|
$18.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|