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Get Institutions for : 
Fidelity NASD Comp Index Fund (ONEQ)  
$65.00 0.41 (0.63%) as of 4:30 Tue 5/14


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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  : 
10.15 (18.51%)  




 
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  
Free Registration Required For Full Results

            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
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 194 - 2024-03-31 1,041,899 $67,098,000 -252,100
   LPL FINANCIAL CORP 561 - 2024-03-31 735,358 $47,357,000 -9,512
   BANK OF AMERICA CORP /DE/ 1258 - 2023-12-31 722,782 $42,818,000 156,058
   FMR LLC 1355 - 2023-12-31 696,059 $41,235,000 76,995
   HIGHTOWER ADVISORS, LLC 334 - 2024-03-31 538,902 $34,712,000 -34,999
   Analyst IMS Investment Management Services Ltd. 7 - 2023-12-31 506,501 $30,005,000 -10,612
   Divergent Wealth Advisors LLC 4 - 2024-03-31 455,809 $29,354,000 -18,891
   AMERIPRISE FINANCIAL INC 1076 - 2023-12-31 468,753 $27,771,000 2,924
   Atria Wealth Solutions Inc. 68 - 2023-12-31 388,901 $23,039,000 16,109
   Kestra Advisory Services LLC 107 - 2023-12-31 386,053 $22,870,000 29,323
   SMITH CHAS P & ASSOCIATES PA CPAS 30 - 2024-03-31 339,890 $21,889,000 -14,492
   LJI Wealth Management LLC 3 - 2023-12-31 354,978 $21,029,000 -1,914
   Wealthfront Advisers LLC 73 - 2024-03-31 325,308 $20,950,000 22,255
   REGAL INVESTMENT ADVISORS, LLC 6 - 2023-12-31 350,406 $20,758,000 -13,912
   UBS Group AG 1093 - 2023-12-31 338,089 $20,028,000 -3,026
   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
   AE Wealth Management LLC 274 - 2023-12-31 268,833 $16,375,000 16,546
   MORGAN STANLEY 2883 - 2023-12-31 272,185 $16,124,000 59,045
   David Kennon Inc 4 - 2024-03-31 247,318 $15,927,000 -1,645
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 2 - 2023-12-31 265,991 $15,757,000 0
   Madison Wealth Partners Inc 5 - 2024-03-31 235,967 $15,196,000 -1,112
   HOLLENCREST SECURITIES LLC 33 - 2024-03-31 188,633 $12,148,000 223
   THRIVENT FINANCIAL FOR LUTHERANS 575 - 2023-12-31 187,180 $11,089,000 5,322
   TWO SIGMA INVESTMENTS LLC 574 - 2023-12-31 178,600 $10,580,000 102,900
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 471 - 2024-03-31 149,878 $9,652,000 23,028
   EQ LLC 5 - 2024-03-31 145,982 $9,401,000 -66,769
   Silicon Valley Capital Partners 18 - 2024-03-31 139,484 $8,983,000 -6,532
   Commonwealth Financial Services LLC 12 - 2023-12-31 147,545 $8,741,000 5,421
   GeoWealth Management LLC 44 *New 2023-12-31 139,429 $8,260,000 139,429
   WELLS FARGO & CO/MN 1685 - 2024-03-31 123,470 $7,951,000 27,804
   jvl associates llc 11 - 2024-03-31 120,598 $7,767,000 -601
   KM Capital Management Ltd. 6 - 2023-12-31 120,614 $7,145,000 0
   J P MORGAN CHASE & CO 2275 - 2024-03-31 105,956 $6,824,000 -51,505
   Aptus Capital Advisors LLC 101 - 2023-12-31 109,027 $6,459,000 -14,993
   GUARDIAN WEALTH ADVISORS LLC / NC 16 - 2023-12-31 108,901 $6,451,000 -15,119
   Sowell Financial Services LLC 84 - 2024-03-31 96,666 $6,225,000 -26,638
   ADVISORY SERVICES NETWORK, LLC 182 - 2024-03-31 90,965 $5,858,000 4,902
   Harvest Investment Advisors LLC 4 - 2023-12-31 97,187 $5,757,000 -650
   LINCOLN NATIONAL CORP 150 - 2024-03-31 80,892 $5,209,000 5,474
   TWO SIGMA ADVISERS, LLC 823 - 2023-12-31 80,800 $4,787,000 41,500
   Sunbelt Securities Inc. 41 - 2024-03-31 73,856 $4,756,000 12,322
   Pinnacle Family Advisors LLC 10 - 2023-12-31 72,967 $4,323,000 14,381
   Lineweaver Wealth Advisors LLC 21 - 2024-03-31 64,896 $4,180,000 -114
   Sigma Planning Corp 159 - 2024-03-31 64,369 $4,145,000 37,403
   FINANCIAL NETWORK 679 - 2023-12-31 67,117 $3,976,000 2,505
   Cornerstone Wealth Management LLC 79 - 2024-03-31 60,937 $3,924,000 -639
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 11 - 2023-12-31 64,293 $3,809,000 7,354
   Ayalon Holdings Ltd. 26 - 2024-03-31 57,760 $3,720,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 21 - 2023-12-31 58,897 $3,489,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1337 - 2024-03-31 53,695 $3,458,000 1,215
   ROYAL BANK OF CANADA 2195 - 2023-12-31 55,419 $3,283,000 8,778
   GREAT VALLEY ADVISOR GROUP INC. 208 - 2024-03-31 49,850 $3,210,000 -12,312
   STIFEL FINANCIAL CORP 1352 - 2023-12-31 54,083 $3,204,000 -2,505
   B&D White Capital Company LLC 20 - 2024-03-31 47,226 $3,041,000 94
   Blue Zone Wealth Advisors LLC 48 - 2024-03-31 42,650 $2,747,000 -495
   MONEY CONCEPTS CAPITAL CORP 110 - 2024-03-31 41,602 $2,679,000 -3,068
   ENVESTNET ASSET MANAGEMENT INC 2305 - 2023-12-31 43,335 $2,567,000 -70
   Cedar Point Capital Partners LLC 17 - 2023-12-31 41,859 $2,480,000 0
   YALE CAPITAL CORP 152 - 2024-03-31 37,011 $2,384,000 0
   ARKANSAS FINANCIAL GROUP INC. 32 - 2024-03-31 36,800 $2,370,000 -600
   AXXCESS WEALTH MANAGEMENT LLC 236 - 2023-12-31 36,114 $2,139,000 3
   Baird Financial Group Inc. 914 - 2023-12-31 36,084 $2,138,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 373 - 2024-03-31 31,276 $2,014,000 -1,089
   CRA Financial Services LLC 46 - 2024-03-31 30,896 $1,990,000 -99
   Integrated Wealth Concepts LLC 481 - 2023-12-31 33,499 $1,984,000 613
   MML INVESTORS SERVICES LLC 1011 - 2023-12-31 32,678 $1,936,000 -1,157
   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
   Lido Advisors LLC 396 - 2023-12-31 30,579 $1,812,000 -53
   Financial Services Advisory Inc 30 - 2024-03-31 28,008 $1,804,000 -11,931
   Atlantic Trust Group LLC 563 - 2024-03-31 27,650 $1,784,000 8,761
   MARINER WEALTH ADVISORS, LLC 1108 - 2023-12-31 29,991 $1,777,000 2,400
   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
   ISLAY CAPITAL MANAGEMENT LLC 18 - 2023-12-31 27,152 $1,608,000 6,005
   Prime Capital Investment Advisors LLC - 2023-12-31 26,189 $1,551,000 8,612
   BROWN ADVISORY HOLDINGS INC 688 - 2024-03-31 23,037 $1,484,000 57
   RWM Asset Management LLC 64 - 2024-03-31 22,850 $1,472,000 0
   DEFINED WEALTH MANAGEMENT LLC 27 - 2024-03-31 22,618 $1,457,000 0
   Apexium Financial LP 77 - 2024-03-31 22,316 $1,437,000 -147
   Private Advisor Group LLC 984 - 2024-03-31 22,174 $1,428,000 -4,602
   Goss Wealth Management LLC 785 - 2023-12-31 23,747 $1,407,000 849
   Hilltop National Bank 57 - 2024-03-31 21,460 $1,382,000 0
   U.S. Capital Wealth Advisors LLC 291 - 2024-03-31 21,280 $1,370,000 -200
   FIRST UNITED BANK TRUST/ 59 - 2024-03-31 20,935 $1,348,000 0
   CREATIVE PLANNING 1109 - 2023-12-31 21,331 $1,264,000 4,222
   Stratos Wealth Partners LTD. 558 - 2024-03-31 19,530 $1,258,000 -3,257
   MISSION WEALTH MANAGEMENT LLC 232 - 2024-03-31 19,425 $1,251,000 13,452
   Beacon Pointe Advisors LLC 613 - 2023-12-31 19,594 $1,161,000 -3,522
   RENAISSANCE TECHNOLOGIES LLC 2315 - 2023-12-31 19,400 $1,149,000 7,454
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 936 - 2023-12-31 18,468 $1,094,000 11,388
   MERCER GLOBAL ADVISORS INC /ADV 949 - 2023-12-31 17,928 $1,062,000 1,034
   GUNN & Co INVESTMENT MANAGEMENT INC. 33 - 2024-03-31 15,908 $1,024,000 -338,474
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1224 - 2024-03-31 15,720 $1,012,000 1,580
   Financial Partners Group Inc 63 - 2024-03-31 15,377 $990,000 -40
   Avondale Wealth Management 21 - 2024-03-31 15,305 $986,000 -35
   Ullmann Financial Group Inc. 50 - 2024-03-31 15,159 $976,000 -365
   Ridgewood Investments LLC 60 - 2024-03-31 14,942 $962,000 1,131
  100 Records found
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