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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
12,220
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 55.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,529
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,420
shares
|
$996,280
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,345
shares
|
$989,737
0.08% of portfolio
|
Q2 2025
Added 218.77%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
11,281
shares
|
$984,154
0.23% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
11,196
shares
|
$976,739
0.07% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
10,994
shares
|
$959,116
0.04% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,900
shares
|
$950,916
0.0% of portfolio
|
Q2 2025
Reduced 77.72%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
10,612
shares
|
$925,790
0.09% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,542
shares
|
$919,684
0.01% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
10,538
shares
|
$919,335
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
10,510
shares
|
$916,892
0.46% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
10,437
shares
|
$910,523
0.64% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,402
shares
|
$907,470
0.0% of portfolio
|
Q3 2023
Reduced 0.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,303
shares
|
$898,833
0.01% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
10,247
shares
|
$893,948
0.17% of portfolio
|
Q4 2023
Reduced 16.2%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
9,967
shares
|
$869,521
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,800
shares
|
$854,952
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
9,790
shares
|
$854,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,778
shares
|
$853,032
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
9,756
shares
|
$851,113
0.17% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
9,499
shares
|
$828,692
0.15% of portfolio
|
Q2 2025
Reduced 43.63%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
9,264
shares
|
$808,191
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,260
shares
|
$807,842
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,069
shares
|
$791,179
0.14% of portfolio
|
Q4 2024
New holding
|