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 316 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,200
shares
|
$394,888
0.01% of portfolio
|
Q2 2021
Added 900.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,157
shares
|
$391,622
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
5,109
shares
|
$387,977
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
5,107
shares
|
$387,825
0.04% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,030
shares
|
$381,978
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,959
shares
|
$376,586
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
4,941
shares
|
$375,219
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,920
shares
|
$373,624
0.04% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
4,915
shares
|
$373,245
0.02% of portfolio
|
Q3 2024
Added 39.35%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
4,913
shares
|
$373,093
0.0% of portfolio
|
Q3 2024
Reduced 51.11%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
4,820
shares
|
$366,030
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
4,487
shares
|
$340,742
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
4,455
shares
|
$338,312
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,396
shares
|
$333,832
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
4,372
shares
|
$332,009
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,350
shares
|
$330,339
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
4,306
shares
|
$326,997
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,265
shares
|
$323,884
0.01% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,120
shares
|
$312,872
0.17% of portfolio
|
Q3 2023
Reduced 32.71%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,115
shares
|
$312,493
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
4,100
shares
|
$311,354
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
4,090
shares
|
$310,594
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,084
shares
|
$310,138
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$307,557
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
3,986
shares
|
$302,696
0.22% of portfolio
|
Q3 2024
New holding
|