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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
39,718
shares
|
$3.46 Million
3.1% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
39,504
shares
|
$3.45 Million
1.46% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
38,306
shares
|
$3.34 Million
0.01% of portfolio
|
Q2 2025
Added 23.59%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
37,181
shares
|
$3.24 Million
0.36% of portfolio
|
Q2 2025
Added 708.99%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
37,160
shares
|
$3.24 Million
0.39% of portfolio
|
Q2 2025
Added 835.78%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
37,010
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
37,000
shares
|
$3.23 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
36,834
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
36,650
shares
|
$3.2 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
35,500
shares
|
$3.1 Million
0.66% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
35,457
shares
|
$3.09 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
33,897
shares
|
$2.96 Million
0.05% of portfolio
|
Q2 2025
Added 37.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
32,819
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
32,608
shares
|
$2.84 Million
1.44% of portfolio
|
Q2 2025
Added 40.7%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
32,603
shares
|
$2.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
32,470
shares
|
$2.83 Million
0.08% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
31,849
shares
|
$2.78 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
30,894
shares
|
$2.7 Million
2.57% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,028
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
29,012
shares
|
$2.53 Million
0.38% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
28,774
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,735
shares
|
$2.51 Million
0.05% of portfolio
|
Q1 2020
Reduced 87.41%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
27,603
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
26,987
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,666
shares
|
$2.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|