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Get Institutions for : 
Fidelity NASD Comp Index Fund (ONEQ)  
$62.79 1.30 (2.11%) as of 4:30 Fri 4/26


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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  : 
7.94 (14.48%)  




 
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
1,293,999
 7.9%
 
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
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 183 - 2023-12-31 1,293,999 $76,657,000 -96,884
   COMMONWEALTH EQUITY SERVICES LLC. 170 - 2023-12-31 1,084,884 $64,269,000 62,946
   LPL FINANCIAL CORP 543 - 2023-12-31 744,870 $44,126,000 -3,518
   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 329 - 2023-12-31 573,901 $33,995,000 -21,206
   Analyst IMS Investment Management Services Ltd. 7 - 2023-12-31 506,501 $30,005,000 -10,612
   Divergent Wealth Advisors LLC 3 - 2023-12-31 474,700 $28,121,000 960
   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
   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
   Advisor Group Holdings Inc. 559 - 2023-12-31 273,131 $16,190,000 -35,051
   MORGAN STANLEY 2883 - 2023-12-31 272,185 $16,124,000 59,045
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 2 - 2023-12-31 265,991 $15,757,000 0
   David Kennon Inc - 2023-12-31 248,963 $14,749,000 -22,326
   Madison Wealth Partners Inc 5 - 2023-12-31 237,079 $14,045,000 8,318
   EQ LLC 2 - 2023-12-31 212,751 $12,603,000 15,912
   HOLLENCREST SECURITIES LLC 18 - 2023-12-31 188,410 $11,161,000 20,194
   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
   Portfolio Strategies Inc. 17 - 2023-12-31 164,751 $9,759,000 -679
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 471 - 2024-03-31 149,878 $9,652,000 23,028
   J P MORGAN CHASE & CO 2081 - 2023-12-31 157,461 $9,328,000 32,981
   Commonwealth Financial Services LLC 12 - 2023-12-31 147,545 $8,741,000 5,421
   Silicon Valley Capital Partners 14 - 2023-12-31 146,016 $8,650,000 -3,759
   GeoWealth Management LLC 44 *New 2023-12-31 139,429 $8,260,000 139,429
   jvl associates llc 11 - 2024-03-31 120,598 $7,767,000 -601
   Sowell Financial Services LLC - 2023-12-31 123,304 $7,307,000 97,705
   KM Capital Management Ltd. 6 - 2023-12-31 120,614 $7,145,000 0
   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
   Harvest Investment Advisors LLC 4 - 2023-12-31 97,187 $5,757,000 -650
   WELLS FARGO & CO/MN 1848 - 2023-12-31 95,666 $5,667,000 -1,609
   ADVISORY SERVICES NETWORK, LLC 183 - 2023-12-31 86,063 $5,098,000 41,553
   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
   LINCOLN NATIONAL CORP 150 - 2023-12-31 75,418 $4,468,000 1,851
   Pinnacle Family Advisors LLC 10 - 2023-12-31 72,967 $4,323,000 14,381
   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
   Lineweaver Wealth Advisors LLC 19 - 2023-12-31 65,010 $3,851,000 -20,619
   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
   GREAT VALLEY ADVISOR GROUP INC. 174 - 2023-12-31 62,162 $3,682,000 15,106
   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
   STIFEL FINANCIAL CORP 1352 - 2023-12-31 54,083 $3,204,000 -2,505
   B&D White Capital Company LLC 25 - 2023-12-31 47,132 $2,792,000 7,871
   Blue Zone Wealth Advisors LLC 48 - 2024-03-31 42,650 $2,747,000 -495
   MONEY CONCEPTS CAPITAL CORP 107 - 2023-12-31 44,670 $2,646,000 674
   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
   ARKANSAS FINANCIAL GROUP INC. 32 - 2024-03-31 36,800 $2,370,000 -600
   Financial Services Advisory Inc 30 - 2023-12-31 39,939 $2,366,000 23,860
   YALE CAPITAL CORP 156 - 2023-12-31 37,011 $2,193,000 0
   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
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 355 - 2023-12-31 32,365 $1,917,000 2,576
   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
   MARINER WEALTH ADVISORS, LLC 1108 - 2023-12-31 29,991 $1,777,000 2,400
   ISLAY CAPITAL MANAGEMENT LLC 18 - 2023-12-31 27,152 $1,608,000 6,005
   Sigma Planning Corp 171 - 2023-12-31 26,966 $1,597,000 -39,221
   Private Advisor Group LLC 872 - 2023-12-31 26,776 $1,586,000 693
   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
   Goss Wealth Management LLC 785 - 2023-12-31 23,747 $1,407,000 849
   U.S. Capital Wealth Advisors LLC 297 - 2023-12-31 21,480 $1,272,000 -60
   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
   PRINCIPAL SECURITIES INC. 344 - 2023-12-31 21,216 $1,257,000 0
   FIRST UNITED BANK TRUST/ 56 - 2023-12-31 20,935 $1,240,000 0
   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
   Atlantic Trust Group LLC 607 - 2023-12-31 18,889 $1,119,000 2
   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
   Avondale Wealth Management 21 - 2024-03-31 15,305 $986,000 -35
   Ridgewood Investments LLC 60 - 2024-03-31 14,942 $962,000 1,131
   Lane & Associates LLC 42 - 2024-03-31 14,682 $946,000 -835
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2880 - 2023-12-31 15,847 $939,000 -157,612
   HARBOUR INVESTMENTS INC. 376 - 2023-12-31 15,785 $935,000 6,108
   Nelson Van Denburg & Campbell Wealth Management Gr 224 - 2023-12-31 15,676 $929,000 -3,871
  100 Records found
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