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Get Institutions for : 
Fidelity NASD Comp Index Fund (ONEQ)  
$65.88 0.81 (1.21%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 252    1
Total shares held : 
16,370,777  
% of shares held : 
21.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  27  
Amount of shares held : 
820,091  
% of shares held change : 
  1.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$52.43  
Last Quarter's Ending Price : 
$59.24  
Last Quarter's Average Price
$54.85  
Change from last quarter's     
avg. price to the last closing  : 
11.03 (20.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 188,750
 1.15%
 
Increased Positions :
92
 1,430,801
 8.74%
 
Unchanged Positions :
80
 925,518
 5.65%
 
Decreased Positions :
64
-592,346
-3.62%
 
Closed Positions :
17
-207,114
-1.27%
 
Guru Positions :
1
1,041,899
 6.36%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   COMMONWEALTH EQUITY SERVICES LLC. 147 - 2024-03-31 1,235,872 $79,590,000 150,988
   FMR LLC 1334 - 2024-03-31 743,833 $47,903,000 47,774
   Kestra Advisory Services LLC 106 - 2024-03-31 437,343 $28,165,000 51,290
   LJI Wealth Management LLC 3 - 2024-03-31 358,442 $23,084,000 3,464
   REGAL INVESTMENT ADVISORS, LLC 6 - 2024-03-31 355,566 $22,898,000 5,160
   UBS Group AG 1128 - 2024-03-31 350,661 $22,583,000 12,572
   Wealthfront Advisers LLC 73 - 2024-03-31 325,308 $20,950,000 22,255
   MORGAN STANLEY 2744 - 2024-03-31 293,864 $18,925,000 21,679
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 4 - 2024-03-31 293,564 $18,906,000 27,573
   Advisor Group Holdings Inc. 434 - 2024-03-31 284,622 $18,341,000 11,491
   TCP Asset Management LLC 6 - 2024-03-31 264,924 $17,061,000 75,178
   TWO SIGMA INVESTMENTS LLC 512 - 2024-03-31 193,900 $12,487,000 15,300
   HOLLENCREST SECURITIES LLC 33 - 2024-03-31 188,633 $12,148,000 223
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 471 - 2024-03-31 149,878 $9,652,000 23,028
   WELLS FARGO & CO/MN 1685 - 2024-03-31 123,470 $7,951,000 27,804
   GUARDIAN WEALTH ADVISORS LLC / NC 18 - 2024-03-31 111,086 $7,154,000 2,185
   Aptus Capital Advisors LLC 129 - 2024-03-31 111,087 $7,154,000 2,060
   TWO SIGMA ADVISERS, LLC 712 - 2024-03-31 92,000 $5,925,000 11,200
   ADVISORY SERVICES NETWORK, LLC 182 - 2024-03-31 90,965 $5,858,000 4,902
   Cetera Investment Advisers 949 - 2024-03-31 82,971 $5,343,000 71,991
   LINCOLN NATIONAL CORP 150 - 2024-03-31 80,892 $5,209,000 5,474
   Sunbelt Securities Inc. 41 - 2024-03-31 73,856 $4,756,000 12,322
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 15 - 2024-03-31 67,795 $4,366,000 3,502
   Sigma Planning Corp 159 - 2024-03-31 64,369 $4,145,000 37,403
   ROYAL BANK OF CANADA 2101 - 2024-03-31 58,427 $3,763,000 3,008
   Prime Capital Investment Advisors LLC 241 - 2024-03-31 57,115 $3,678,000 30,926
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1337 - 2024-03-31 53,695 $3,458,000 1,215
   BB&T CORP 1033 - 2024-03-31 53,025 $3,415,000 53,025
   B&D White Capital Company LLC 20 - 2024-03-31 47,226 $3,041,000 94
   Cedar Point Capital Partners LLC 15 - 2024-03-31 43,844 $2,824,000 1,985
   MARINER WEALTH ADVISORS, LLC 997 - 2024-03-31 39,128 $2,520,000 9,137
   JANE STREET GROUP LLC 2145 - 2024-03-31 33,978 $2,188,000 33,978
   Lido Advisors LLC 383 - 2024-03-31 31,580 $2,034,000 1,001
   RAYMOND JAMES & ASSOCIATES 2162 - 2024-03-31 29,943 $1,928,000 347
   Hubbell Strickland Wealth Management LLC 17 - 2024-03-31 29,425 $1,894,000 834
   Atlantic Trust Group LLC 563 - 2024-03-31 27,650 $1,784,000 8,761
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1936 - 2024-03-31 26,558 $1,710,000 10,711
   PRINCIPAL SECURITIES INC. 320 - 2024-03-31 25,286 $1,628,000 4,070
   Goss Wealth Management LLC 785 - 2024-03-31 23,808 $1,533,000 61
   BROWN ADVISORY HOLDINGS INC 688 - 2024-03-31 23,037 $1,484,000 57
   RENAISSANCE TECHNOLOGIES LLC 2323 - 2024-03-31 19,800 $1,275,000 400
   MERCER GLOBAL ADVISORS INC /ADV 865 - 2024-03-31 19,445 $1,252,000 1,517
   MISSION WEALTH MANAGEMENT LLC 232 - 2024-03-31 19,425 $1,251,000 13,452
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1224 - 2024-03-31 15,720 $1,012,000 1,580
   Ridgewood Investments LLC 60 - 2024-03-31 14,942 $962,000 1,131
   HARBOUR INVESTMENTS INC. 376 - 2023-12-31 15,785 $935,000 6,108
   NATIONAL ASSET MANAGEMENT, INC. 603 - 2024-03-31 15,032 $782,000 2,330
   CWM LLC 958 - 2024-03-31 11,852 $763,000 4,336
   N.E.W. Advisory Services LLC 82 - 2024-03-31 11,795 $760,000 448
   Ethos Financial Group LLC 91 - 2024-03-31 11,562 $745,000 11,562
   IFP Advisors Inc 452 - 2023-12-31 11,954 $708,000 21
   HWG Holdings LP 38 - 2023-12-31 11,848 $702,000 6,536
   Gateway Wealth Partners LLC 105 - 2024-03-31 9,526 $613,000 3,635
   HPM Partners LLC 1507 - 2024-03-31 9,481 $610,000 369
   Samalin Investment Counsel LLC 114 - 2024-03-31 9,009 $580,000 156
   Smartleaf Asset Management LLC 168 - 2024-03-31 9,354 $557,000 4,200
   Parallel Advisors LLC 500 - 2024-03-31 8,604 $554,000 8,129
   Tradewinds Capital Management LLC 49 - 2024-03-31 7,808 $503,000 4,052
   MCCORMACK ADVISORS INTERNATIONAL 721 - 2024-03-31 7,634 $492,000 602
   WOLVERINE TRADING LLC 631 - 2024-03-31 7,617 $491,000 1,922
   Beaumont Financial Advisors LLC 207 - 2024-03-31 7,398 $476,000 775
   Ironwood Wealth Management llc 106 - 2024-03-31 7,130 $459,000 4
   EP WEALTH ADVISORS, INC. 535 - 2024-03-31 6,900 $444,000 300
   Grandview Asset Management LLC 75 - 2024-03-31 6,651 $428,000 390
   Orion Portfolio Solutions LLC 1335 - 2024-03-31 6,601 $425,000 726
   CI Private Wealth LLC 1736 - 2024-03-31 6,187 $398,000 200
   BUCKINGHAM ASSET MANAGEMENT, LLC 522 - 2024-03-31 6,147 $396,000 578
   H D Vest Advisory Services 1185 - 2024-03-31 5,685 $366,000 79
   BRIGHTON JONES LLC 422 - 2024-03-31 5,475 $353,000 404
   JANNEY MONTGOMERY SCOTT LLC 2223 - 2024-03-31 5,427 $349,000 45
   JB Capital LLC 164 - 2024-03-31 5,357 $345,000 8
   Verity Asset Management Inc. 122 - 2023-12-31 5,687 $337,000 446
   Private Portfolio Partners LLC 200 - 2024-03-31 5,168 $333,000 5
   SOA Wealth Advisors LLC. 138 - 2024-03-31 4,944 $318,000 10
   Cresset Asset Management LLC 1537 - 2024-03-31 4,887 $315,000 9
   ACCREDITED INVESTORS INC. 159 - 2024-03-31 4,881 $314,000 61
   SUMMIT INVESTMENT ADVISORS INC 1029 - 2024-03-31 4,590 $296,000 64
   EMPIRICAL FINANCIAL SERVICES, LLC 456 - 2024-03-31 4,336 $279,000 9
   LAKE STREET FINANCIAL LLC 273 - 2024-03-31 4,078 $263,000 9
   PRIVATE TRUST CO NA 662 - 2024-03-31 2,950 $190,000 2,350
   CREATIVE FINANCIAL DESIGNS INC /ADV 435 - 2024-03-31 2,847 $183,000 5
   GPS Wealth Strategies Group LLC 352 - 2024-03-31 1,807 $116,000 4
   Global Retirement Partners LLC 1029 - 2024-03-31 1,696 $109,000 70
   CarsonAllaria Wealth Management Ltd. 102 - 2024-03-31 1,535 $99,000 3
   Main Street Group LTD 179 - 2024-03-31 1,057 $68,000 958
   GUARANTY TRUST CO OF MISSOURI /MO/ 758 - 2024-03-31 977 $63,000 396
   Kozak & Associates Inc. 124 - 2024-03-31 898 $59,000 2
   NORTHWEST INVESTMENT COUNSELORS LLC 229 - 2024-03-31 800 $52,000 800
   BAYSTATE WEALTH MANAGEMENT LLC 383 - 2023-12-31 867 $51,000 2
   SIGNATUREFD, LLC 2477 - 2024-03-31 93 $6,000 72
   Concord Wealth Partners 800 - 2024-03-31 22 $1,000 22

  91 Records found
  1    
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