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 376 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
200
shares
|
$16,022
0.01% of portfolio
|
Q2 2021
Added 900.0%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
198
shares
|
$15,861
0.0% of portfolio
|
Q3 2023
Reduced 1.0%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
170
shares
|
$13,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
160
shares
|
$12,817
0.0% of portfolio
|
Q2 2025
Reduced 23.44%
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
150
shares
|
$12,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
150
shares
|
$12,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
108
shares
|
$8,651
0.0% of portfolio
|
Q4 2023
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
101
shares
|
$8,091
0.0% of portfolio
|
Q1 2025
Reduced 98.15%
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$8,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
96
shares
|
$7,690
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
75
shares
|
$6,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
47
shares
|
$3,765
0.0% of portfolio
|
Q3 2023
Added 11.9%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
40
shares
|
$3,204
0.0% of portfolio
|
Q3 2023
New holding
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
40
shares
|
$3,204
0.0% of portfolio
|
Q2 2022
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
39
shares
|
$3,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
34
shares
|
$2,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
29
shares
|
$2,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
24
shares
|
$1,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
21
shares
|
$1,682
0.0% of portfolio
|
Q2 2024
Reduced 77.42%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4
shares
|
$320
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
2
shares
|
$160
0.0% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1
shares
|
$80
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|