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 |
---|---|---|---|---|---|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
960
shares
|
$83,750
0.01% of portfolio
|
Q4 2021
Reduced 14.36%
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
949
shares
|
$82,790
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
905
shares
|
$78,952
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
890
shares
|
$77,643
0.01% of portfolio
|
Q2 2025
Added 18.67%
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
890
shares
|
$77,643
0.01% of portfolio
|
Q2 2025
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
880
shares
|
$76,771
0.01% of portfolio
|
Q4 2022
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
867
shares
|
$75,637
0.0% of portfolio
|
Q4 2023
Added 0.23%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
858
shares
|
$74,851
0.0% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
800
shares
|
$69,792
0.04% of portfolio
|
Q1 2023
Added 900.0%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
800
shares
|
$69,792
0.01% of portfolio
|
Q3 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
740
shares
|
$64,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
701
shares
|
$61,155
0.0% of portfolio
|
Q2 2025
Reduced 79.27%
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
675
shares
|
$58,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
674
shares
|
$58,799
0.0% of portfolio
|
Q1 2025
Reduced 48.63%
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
670
shares
|
$58,450
0.01% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
660
shares
|
$57,578
0.01% of portfolio
|
Q4 2024
Reduced 49.62%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
625
shares
|
$54,525
0.02% of portfolio
|
Q1 2025
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
581
shares
|
$50,686
0.0% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
550
shares
|
$47,982
0.02% of portfolio
|
Q2 2021
Added 900.0%
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
543
shares
|
$47,371
0.02% of portfolio
|
Q1 2025
Reduced 31.35%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
525
shares
|
$45,801
0.01% of portfolio
|
Q3 2021
Reduced 25.0%
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
500
shares
|
$43,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$43,620
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
488
shares
|
$42,573
0.01% of portfolio
|
Q3 2023
New holding
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
474
shares
|
$41,351
0.03% of portfolio
|
Q4 2024
New holding
|