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Get Institutions for : 
Fidelity NASD Comp Index Fund (ONEQ)  
$64.59 0.25 (0.39%) as of 4:30 Mon 5/13


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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  : 
9.74 (17.76%)  




 
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
   KM Capital Management Ltd. 6 - 2023-12-31 120,614 $7,145,000 0
   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
   YALE CAPITAL CORP 152 - 2024-03-31 37,011 $2,384,000 0
   Baird Financial Group Inc. 914 - 2023-12-31 36,084 $2,138,000 0
   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
   FIRST UNITED BANK TRUST/ 59 - 2024-03-31 20,935 $1,348,000 0
   Strategies Wealth Advisors LLC 49 - 2024-03-31 11,605 $747,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 279 - 2023-12-31 12,147 $720,000 0
   Wealth Alliance Advisory Group LLC 90 - 2024-03-31 10,026 $646,000 0
   Procyon Private Wealth Partners LLC 287 - 2024-03-31 10,000 $644,000 0
   One Capital Management LLC 204 - 2024-03-31 9,910 $638,000 0
   MATHER GROUP, INC. 297 - 2024-03-31 10,303 $610,000 0
   Steel Peak Wealth Management LLC 268 - 2024-03-31 8,933 $575,000 0
   Greenhouse Wealth Management LLC 32 - 2024-03-31 8,130 $524,000 0
   Aufman Associates Inc 22 - 2024-03-31 7,540 $486,000 0
   Round Rock Advisors LLC 121 - 2024-03-31 7,395 $476,000 0
   TCG Advisory Services LLC 288 - 2024-03-31 6,800 $438,000 0
   BAILARD BIEHL & KAISER INC 496 - 2024-03-31 6,378 $411,000 0
   Jackson Hole Capital Partners LLC 152 - 2024-03-31 5,778 $372,000 0
   Delta Financial Group Inc. 151 - 2024-03-31 5,710 $368,000 0
   Delta Investment Management LLC 150 - 2024-03-31 5,500 $354,000 0
   Charter Oak Capital Management LLC 139 - 2024-03-31 5,322 $343,000 0
   DANA INVESTMENT ADVISORS INC 375 - 2023-12-31 5,200 $308,000 0
   Cresset Asset Management LLC 1478 - 2023-12-31 4,878 $289,000 0
   BURNEY CO/ 507 - 2023-12-31 4,820 $286,000 0
   SEAMOUNT FINANCIAL GROUP INC 78 - 2024-03-31 4,306 $277,000 0
   MAYPORT LLC 78 - 2024-03-31 4,100 $264,000 0
   SILVERCREST ASSET MANAGEMENT GROUP LLC 767 - 2023-12-31 4,050 $240,000 0
   SYNOVUS FINANCIAL CORP 765 - 2023-12-31 4,000 $237,000 0
   Key Financial Inc 211 - 2024-03-31 3,722 $220,000 0
   ARGI INVESTMENT SERVICES, LLC 396 - 2022-12-31 5,222 $214,000 0
   Auour Investments LLC 75 - 2024-03-31 3,330 $214,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 182 - 2024-03-31 2,700 $174,000 0
   FinTrust Capital Advisors LLC 309 - 2024-03-31 2,510 $162,000 0
   US BANCORP 2106 - 2024-03-31 2,500 $161,000 0
   BROWN BROTHERS HARRIMAN & CO 597 - 2024-03-31 2,100 $135,000 0
   Westside Investment Management Inc. 260 - 2024-03-31 1,800 $116,000 0
   BARCLAYS PLC 3551 - 2023-12-31 1,900 $113,000 0
   GAMMA Investing LLC 679 - 2024-03-31 1,431 $92,000 0
   Tyler-Stone Wealth Management 273 - 2023-12-31 1,550 $92,000 0
   Carmichael Hill & Associates Inc. 233 - 2024-03-31 1,400 $90,000 0
   SJS Investment Consulting Inc. 139 - 2024-03-31 1,310 $84,000 0
   Steward Partners Investment Advisory LLC 1831 - 2023-12-31 1,160 $69,000 0
   Keener Financial Planning LLC 83 - 2024-03-31 1,022 $66,000 0
   FIFTH THIRD BANCORP 1260 - 2024-03-31 1,000 $64,000 0
   OPTIMUM INVESTMENT ADVISORS 330 - 2024-03-31 1,000 $64,000 0
   Capital Advisors Ltd. LLC 412 - 2024-03-31 960 $62,000 0
   Archer Investment Corp 394 - 2024-03-31 784 $50,000 0
   Nalls Sherbakoff Group LLC 170 - 2023-12-31 800 $47,000 0
   Salomon & Ludwin LLC 395 - 2024-03-31 586 $38,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 139 - 2022-12-31 880 $36,000 0
   M&R CAPITAL MANAGEMENT INC 256 - 2024-03-31 525 $34,000 0
   Stuart Chaussee & Associates Inc. 80 - 2024-03-31 488 $31,000 0
   HANSON MCCLAIN, INC. 1688 - 2024-03-31 357 $23,000 0
   Cassady Schiller Wealth Management LLC 275 - 2023-12-31 340 $20,000 0
   TFC Financial Management 297 - 2024-03-31 280 $18,000 0
   Pacifica Partners Inc. 305 - 2024-03-31 273 $18,000 0
   TUCKER ASSET MANAGEMENT LLC 406 - 2023-12-31 271 $16,000 0
   Ruedi Wealth Management Inc. 148 - 2024-03-31 198 $13,000 0
   Core Wealth Advisors Inc. 180 - 2023-12-31 180 $11,000 0
   TD Waterhouse Canada Inc. 1418 - 2024-03-31 120 $8,000 0
   Ronald Blue Trust Inc. 1564 - 2024-03-31 114 $7,000 0
   Tradition Wealth Management LLC 1110 - 2023-12-31 109 $6,000 0
   Sound Income Strategies LLC 899 - 2024-03-31 70 $5,000 0
   DHJJ Financial Advisors Ltd. 514 - 2024-03-31 60 $4,000 0
   HORRELL CAPITAL MANAGEMENT INC 200 - 2024-03-31 40 $3,000 0
   Financial Freedom LLC 326 - 2024-03-31 47 $3,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1538 - 2024-03-31 54 $3,000 0
   Laurel Wealth Advisors LLC 508 - 2023-12-31 40 $2,000 0
   Eagle Bay Advisors LLC 880 - 2024-03-31 27 $2,000 0
   Impact Partnership Wealth LLC 766 - 2023-12-31 22 $1,000 0
   Asset Dedication LLC 1019 - 2024-03-31 1 $0 0
   Sachetta LLC 1116 - 2024-03-31 1 $0 0
   Cape Investment Advisory Inc. 1183 - 2023-12-31 2 $0 0
  76 Records found
  1    
  Page 1 of 1
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