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 |
---|---|---|---|---|---|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
11,513
shares
|
$922,306
0.16% of portfolio
|
Q1 2025
Added 3.13%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,483
shares
|
$919,903
0.0% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,420
shares
|
$914,856
0.01% of portfolio
|
Q1 2025
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
11,266
shares
|
$902,519
0.06% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
11,264
shares
|
$902,359
0.21% of portfolio
|
Q1 2025
Added 0.12%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,886
shares
|
$872,077
0.0% of portfolio
|
Q1 2025
Added 3.04%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
10,612
shares
|
$850,127
0.09% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,542
shares
|
$844,519
0.01% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
10,538
shares
|
$844,199
0.1% of portfolio
|
Q1 2025
New holding
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,510
shares
|
$841,956
0.43% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
10,412
shares
|
$834,105
0.57% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,402
shares
|
$833,304
0.0% of portfolio
|
Q3 2023
Reduced 0.89%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,303
shares
|
$825,373
0.01% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
10,247
shares
|
$820,887
0.17% of portfolio
|
Q4 2023
Reduced 16.2%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,176
shares
|
$815,199
0.0% of portfolio
|
Q1 2025
Added 73.3%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
9,967
shares
|
$798,456
0.02% of portfolio
|
Q2 2024
New holding
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
9,921
shares
|
$794,771
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,800
shares
|
$785,078
0.17% of portfolio
|
Q4 2021
New holding
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
9,756
shares
|
$781,553
0.17% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
9,653
shares
|
$773,301
0.23% of portfolio
|
Q1 2025
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,257
shares
|
$741,578
0.01% of portfolio
|
Q1 2025
Added 20.14%
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,069
shares
|
$726,517
0.14% of portfolio
|
Q4 2024
New holding
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
8,984
shares
|
$719,708
0.08% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,978
shares
|
$719,227
0.03% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,572
shares
|
$686,702
0.0% of portfolio
|
Q1 2025
New holding
|