Fidelity Nasdaq Comp IndxONEQETF
13F holders, Q3 2024 (September 30)302holders +6
35new positions
26sold out
1famous investor
$71.58avg. 13F price*
At the end of Q3 2024, 302 institutions reported holding Fidelity Nasdaq Comp Indx (ONEQ) in their 13F filings, up 6 from Q2 2024. 35 opened new positions and 26 sold out. The largest holders were Commonwealth Equity Services, LLC ($80.5M), FMR LLC ($65.3M) and Fisher Asset Management ($62.5M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity Nasdaq Comp Indx
- CUSIP
- 315912808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $10.1M |
| Exits | 26 | $35.7M |
All 13F filers, Q2 2024 → Q3 2024: 900,252 shares bought and 2,556,246 shares sold, net −1,655,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| Commonwealth Equity Services, LLC | 0.12% | Reduce -12.3% | 1,124,821 | $80.5M |
| FMR LLC | 0.00% | Add +12.7% | 912,041 | $65.3M |
| Fisher Asset Management | 0.03% | Reduce -7.1% | 872,234 | $62.5M |
| LPL Financial LLC | 0.02% | Add +0.9% | 771,105 | $55.2M |
| Wealthfront Advisers LLC | 0.12% | Add +19.1% | 551,393 | $39.5M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 545,846 | $39.1M |
| Analyst IMS Investment Management Services Ltd. | 1.39% | No change | 504,046 | $36.1M |
| HighTower Advisors, LLC | 0.05% | Reduce -5.0% | 499,387 | $35.8M |
| Wealthspire Retirement, LLC | 2.63% | Reduce -0.3% | 453,817 | $32.5M |
| Divergent Wealth Advisors | 5.90% | Reduce -0.4% | 450,496 | $32.3M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -15.7% | 414,383 | $29.7M |
| LJI Wealth Management, LLC | 5.52% | Add +2.5% | 376,823 | $27.0M |
| Atria Wealth Solutions, Inc. | 0.28% | Reduce -0.9% | 356,056 | $25.5M |
| Morgan Stanley | 0.00% | Add +6.1% | 339,715 | $24.3M |
| UBS Group AG | 0.01% | Reduce -2.8% | 336,399 | $24.1M |
| Two Sigma Investments, LP | 0.05% | Add +70.6% | 324,900 | $23.3M |
| Smith Chas P & Associates Pa Cpas | 1.26% | Reduce -7.2% | 312,156 | $22.4M |
| TCP Asset Management, LLC | 4.72% | Add +5.4% | 285,860 | $20.5M |
| David Kennon Inc | 7.05% | Add +0.5% | 250,215 | $17.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.8% | 242,226 | $17.4M |
| Madison Wealth Partners, Inc | 5.00% | Reduce -2.4% | 235,714 | $16.9M |
| AE Wealth Management LLC | 0.14% | Reduce -22.6% | 209,447 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -50.2% | 207,974 | $14.9M |
| Heck Capital Advisors, LLC | 1.56% | Add +1.4% | 189,567 | $13.6M |
| Hollencrest Capital Management | 0.53% | Reduce -4.2% | 180,755 | $12.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -3.8% | 174,131 | $12.5M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1753.9% | 164,665 | $11.8M |
| Commonwealth Financial Services, LLC | 2.10% | Reduce -1.8% | 150,994 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.8% | 138,312 | $9.9M |
| Eq LLC | 4.88% | Reduce -8.5% | 136,156 | $9.7M |
| Silicon Valley Capital Partners | 1.23% | Reduce -5.1% | 132,224 | $9.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 123,568 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Add +13.0% | 114,493 | $8.2M |
| Guardian Wealth Advisors, LLC / NC | 0.88% | Add +1.6% | 113,101 | $8.1M |
| Aptus Capital Advisors, LLC | 0.12% | Add +1.6% | 113,101 | $8.1M |
| Regal Investment Advisors LLC | 0.53% | Reduce -70.3% | 106,138 | $7.6M |
| Advisory Services Network, LLC | 0.16% | No change | 107,654 | $7.5M |
| jvl associates llc | 2.84% | Reduce -12.5% | 102,946 | $7.4M |
| Cetera Investment Advisers | 0.01% | Reduce -17.5% | 94,129 | $6.7M |
| Harvest Investment Advisors, LLC | 4.51% | Reduce -1.4% | 92,622 | $6.6M |
| Portfolio Strategies, Inc. | 0.84% | Reduce -2.6% | 87,645 | $6.2M |
| Gimbal Financial | 3.92% | Reduce -34.8% | 83,239 | $6.0M |
| Oliver Lagore Vanvalin Investment Group | 1.45% | Add +6.1% | 75,629 | $5.4M |
| Sunbelt Securities, Inc. | 0.52% | Reduce -0.2% | 73,776 | $5.3M |
| Cornerstone Wealth Management, LLC | 0.32% | Reduce -0.5% | 63,047 | $4.5M |
| Lineweaver Wealth Advisors, LLC | 0.82% | Reduce -4.0% | 60,264 | $4.3M |
| Sigma Planning Corp | 0.13% | Reduce -1.0% | 59,809 | $4.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.71% | No change | 58,897 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +3.3% | 58,589 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -33.5% | 58,500 | $4.2M |
| Snowden Capital Advisors LLC | 0.13% | Add +2.6% | 58,138 | $4.2M |
| Ayalon Insurance Comp Ltd. | 1.29% | No change | 57,760 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 56,967 | $4.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.1% | 56,583 | $4.1M |
| KM Capital Management Ltd. | 2.12% | Reduce -23.6% | 55,306 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +9.5% | 54,565 | $3.9M |
| Royal Bank of Canada | 0.00% | Reduce -77.2% | 53,404 | $3.8M |
| B&D White Capital Company, LLC | 0.63% | Add +0.6% | 51,030 | $3.7M |
| Arkansas Financial Group, Inc. | 0.53% | Add +11.2% | 45,111 | $3.2M |
| Money Concepts Capital Corp. | 0.24% | Add +1.6% | 44,810 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +35.2% | 44,334 | $3.2M |
| Gateway Wealth Partners, LLC | 0.86% | Add +330.8% | 43,819 | $3.1M |
| Cedar Point Capital Partners, LLC | 2.12% | Reduce -0.5% | 43,039 | $3.1M |
| Blue Zone Wealth Advisors, LLC | 0.89% | Reduce -3.6% | 39,935 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -3.0% | 38,025 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.8% | 37,710 | $2.7M |
| Texas Yale Capital Corp. | 0.12% | No change | 37,000 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | No change | 36,084 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | No change | 35,907 | $2.6M |
| Hubbell Strickland Wealth Management, LLC | 1.13% | Add +12.1% | 33,652 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -0.2% | 30,028 | $2.1M |
| Lido Advisors, LLC | 0.02% | Add +9.8% | 29,619 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +25.5% | 28,946 | $2.1M |
| CRA Financial Services, LLC | 0.37% | Reduce -4.5% | 28,398 | $2.0M |
| Flow Traders U.S. LLC | 0.10% | New | 27,444 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.9% | 26,985 | $1.9M |
| Principal Securities, Inc. | 0.04% | Reduce -2.2% | 25,217 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +45.0% | 25,018 | $1.8M |
| Beckerman Institutional, LLC | 1.47% | — | 24,415 | $1.7M |
| Silver Oak Securities, Incorporated | 0.18% | Reduce -31.2% | 24,463 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +218.1% | 23,778 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +218.1% | 23,778 | $1.7M |
| Mission Wealth Management, LP | 0.04% | Add +4.5% | 23,132 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -0.3% | 22,980 | $1.6M |
| Destiny Wealth Partners, LLC | 0.29% | No change | 22,850 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -25.1% | 22,687 | $1.6M |
| Pinnacle Family Advisors, LLC | 0.84% | Reduce -40.7% | 22,546 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +3.3% | 22,399 | $1.6M |
| Defined Wealth Management, LLC | 1.04% | Reduce -0.0% | 22,297 | $1.6M |
| Wealth Management Associates, Inc. | 0.69% | Add +1.6% | 22,057 | $1.6M |
| Apexium Financial, LP | 0.10% | Reduce -0.3% | 22,024 | $1.6M |
| Creative Planning | 0.00% | Add +0.3% | 21,393 | $1.5M |
| Hilltop National Bank | 0.46% | Reduce -0.5% | 21,196 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +652.7% | 21,150 | $1.5M |
| Higgins & Schmidt Wealth Strategies LLC | 0.95% | Reduce -2.6% | 20,470 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -5.0% | 20,220 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.8% | 20,166 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +6.4% | 19,731 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | No change | 19,594 | $1.4M |
| Islay Capital Management, LLC | 0.91% | No change | 18,739 | $1.3M |
| Smartleaf Asset Management LLC | 0.16% | Add +11.7% | 18,764 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -91.9% | 17,322 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.1% | 17,183 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | No change | 16,656 | $1.2M |
| First United Bank & Trust | 0.43% | Reduce -21.8% | 16,550 | $1.2M |
| HWG Holdings LP | 0.41% | Add +6.5% | 16,520 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.1% | 16,382 | $1.2M |
| Avondale Wealth Management | 0.71% | Reduce -0.0% | 15,355 | $1.1M |
| Ullmann Wealth Partners Group, LLC | 0.14% | Add +0.0% | 15,165 | $1.1M |
| Financial Partners Group, Inc | 0.16% | Reduce -0.9% | 15,101 | $1.1M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.72% | Reduce -95.7% | 14,614 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.5% | 14,591 | $1.0M |
| Ridgewood Investments LLC | 0.50% | Reduce -6.2% | 14,059 | $1.0M |
| Samalin Investment Counsel, LLC | 0.44% | Add +54.6% | 14,023 | $1.0M |
| Verity Asset Management, Inc. | 0.38% | Add +8.5% | 14,016 | $1.0M |
| Kowal Investment Group, LLC | 0.18% | New | 14,009 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +6.4% | 13,333 | $953K |
| Lane & Associates LLC | 0.52% | Reduce -8.7% | 13,255 | $949K |
| Harbour Investments, Inc. | 0.03% | Reduce -29.0% | 12,300 | $881K |
| Sanctuary Advisors, LLC | 0.01% | Add +77.0% | 11,702 | $877K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 12,147 | $870K |
| Cwm, LLC | 0.00% | No change | 11,852 | $849K |
| FWL Investment Management, LLC | 0.32% | Add +4221.0% | 11,753 | $842K |
| Strategies Wealth Advisors, LLC | 0.11% | No change | 11,605 | $831K |
| Captrust Financial Advisors | 0.00% | Reduce -7.9% | 11,510 | $824K |
| Sowell Financial Services LLC | 0.04% | New | 11,457 | $820K |
| Procyon Advisors, LLC | 0.06% | No change | 11,358 | $813K |
| Harmony Asset Management LLC | 0.30% | Reduce -4.2% | 11,297 | $809K |
| IFP Advisors, Inc | 0.03% | No change | 11,278 | $808K |
| Tradewinds Capital Management, LLC | 0.21% | Add +21.5% | 11,225 | $804K |
| Avior Wealth Management, LLC | 0.03% | Reduce -7.1% | 11,220 | $803K |
| Inscription Capital, LLC | 0.12% | Add +108.0% | 10,982 | $786K |
| Paragon Capital Management Inc. | 0.58% | Add +1.5% | 10,935 | $783K |
| Pacific Sun Financial Corp | 0.43% | Reduce -0.7% | 10,770 | $771K |
| Corient Private Wealth LP | 0.00% | Add +51.5% | 10,524 | $754K |
| Mather Group, Llc. | 0.01% | Reduce -5.3% | 10,303 | $738K |
| Wealth Alliance Advisory Group, LLC | 0.15% | No change | 10,026 | $718K |
| KCM Investment Advisors LLC | 0.02% | No change | 9,967 | $714K |
| One Capital Management, LLC | 0.02% | No change | 9,910 | $710K |
| N.E.W. Advisory Services LLC | 0.07% | Add +0.1% | 9,855 | $706K |
| SteelPeak Wealth, LLC | 0.03% | Add +3.3% | 9,799 | $702K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.9% | 8,857 | $634K |
| Parallel Advisors, LLC | 0.01% | No change | 8,454 | $605K |
| Thoroughbred Financial Services, LLC | 0.04% | No change | 8,392 | $600K |
| Synovus Financial Corp. | 0.01% | Add +108.1% | 8,325 | $596K |
| MAI Capital Management | 0.01% | Reduce -3.1% | 8,145 | $583K |
| Greenhouse Wealth Management, LLC | 0.39% | No change | 8,130 | $581K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +1.6% | 7,823 | $560K |
| Round Rock Advisors LLC | 0.12% | Reduce -0.3% | 7,370 | $528K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.7% | 7,139 | $511K |
| Ironwood Financial, llc | 0.11% | No change | 7,133 | $511K |
| HUB Investment Partners, LLC | 0.02% | No change | 7,075 | $507K |
| Verus Capital Partners, LLC | 0.05% | Reduce -10.3% | 6,877 | $492K |
| Allworth Financial LP | 0.00% | Add +2389.5% | 6,647 | $476K |
| Bailard, Inc. | 0.01% | No change | 6,378 | $457K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -14.4% | 6,316 | $452K |
| Northern Trust Corp. | 0.00% | New | 6,302 | $451K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 6,154 | $441K |
| Landmark Wealth Management, LLC | 0.19% | New | 6,149 | $440K |
| Aufman Associates Inc | 0.28% | Reduce -19.4% | 6,077 | $435K |
| Jackson Hole Capital Partners, LLC | 0.09% | No change | 5,778 | $414K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.9% | 5,705 | $408K |
| Delta Investment Management, LLC | 0.08% | No change | 5,500 | $394K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 5,492 | $393K |
| AdvisorNet Financial, Inc | 0.03% | No change | 5,474 | $392K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,382 | $385K |
| JB Capital LLC | 0.02% | Add +0.1% | 5,370 | $384K |
| Charter Oak Capital Management, LLC | 0.04% | No change | 5,322 | $381K |
| Citigroup Inc. | 0.00% | No change | 5,300 | $379K |
| Certified Advisory Corp | 0.04% | Add +0.6% | 5,293 | $379K |
| Equitable Holdings, Inc. | 0.00% | No change | 5,283 | $378K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 5,200 | $372K |
| Brass Tax Wealth Management, Inc. | 0.08% | New | 5,109 | $366K |
| Smith, Moore & Co. | 0.03% | Reduce -2.8% | 5,107 | $366K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -0.0% | 5,030 | $360K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +0.2% | 4,959 | $355K |
| Focused Wealth Management, Inc | 0.05% | New | 4,941 | $354K |
| Kovack Advisors, Inc. | 0.04% | Reduce -3.9% | 4,920 | $352K |
| Accredited Investors Inc. | 0.02% | Add +2.0% | 4,915 | $352K |
| Vontobel Holding Ltd. | 0.00% | Reduce -51.1% | 4,913 | $352K |
| Burney Co./ | 0.01% | No change | 4,820 | $345K |
| Mutual Advisors, LLC | 0.01% | New | 4,487 | $325K |
| Harfst & Associates, Inc. | 0.07% | No change | 4,455 | $319K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.1% | 4,396 | $315K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -0.2% | 4,372 | $313K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.2% | 4,350 | $311K |
| Seamount Financial Group Inc. | 0.23% | No change | 4,306 | $308K |
| Focus Financial Network, Inc. | 0.01% | Reduce -16.9% | 4,265 | $305K |
| Florida Financial Advisors, LLC | 0.16% | New | 4,203 | $301K |
| Private Portfolio Partners LLC | 0.06% | New | 4,115 | $295K |
| Mayport, LLC | 0.09% | No change | 4,100 | $294K |
| Lake Street Private Wealth, LLC | 0.05% | Add +0.1% | 4,090 | $293K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,050 | $290K |
| Dentgroup LLC | 0.21% | New | 3,986 | $285K |
| Vantage Financial Partners, LLC | 0.07% | New | 3,929 | $281K |
| DAVENPORT & Co LLC | 0.00% | New | 3,867 | $277K |
| Blair William & Co. | 0.00% | Add +24.0% | 3,842 | $275K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,800 | $272K |
| Family Investment Center, Inc. | 0.07% | Reduce -0.3% | 3,794 | $272K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -1.7% | 3,780 | $271K |
| Baker Avenue Asset Management, LP | 0.01% | Add +6.1% | 3,777 | $270K |
| Key Financial Inc | 0.06% | No change | 3,722 | $266K |
| Farther Finance Advisors, LLC | 0.01% | Add +1774.1% | 3,692 | $264K |
| Lebenthal Global Advisors, LLC | 0.05% | New | 3,666 | $262K |
| PFG Investments, LLC | 0.02% | Reduce -9.9% | 3,544 | $254K |
| Albion Financial Group | 0.02% | Reduce -0.7% | 3,518 | $252K |
| CreativeOne Wealth, LLC | 0.01% | Add +11.5% | 3,490 | $250K |
| Brookstone Capital Management | 0.00% | Reduce -2.8% | 3,467 | $248K |
| Auour Investments LLC | 0.09% | No change | 3,330 | $246K |
| Leo Wealth, LLC | 0.02% | New | 3,387 | $243K |
| Financial Counselors Inc. | 0.00% | No change | 3,382 | $242K |
| Hengehold Capital Management LLC | 0.02% | Add +0.2% | 3,312 | $237K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,305 | $237K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -12.8% | 3,299 | $236K |
| Selective Wealth Management, Inc. | 0.10% | Add +0.0% | 3,281 | $235K |
| Savant Capital, LLC | 0.00% | New | 3,255 | $233K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.1% | 3,213 | $230K |
| Goodwin Investment Advisory | 0.10% | New | 3,123 | $224K |
| Tyler-Stone Wealth Management | 0.04% | Add +100.0% | 3,100 | $222K |
| US Bancorp \de | 0.00% | Reduce -2.5% | 3,100 | $222K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,081 | $221K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | No change | 3,071 | $220K |
| SP Asset Management LLC | 0.02% | Add +0.2% | 2,975 | $213K |
| Brighton Jones LLC | 0.01% | Reduce -45.9% | 2,964 | $212K |
| Choreo, LLC | 0.00% | Add +0.1% | 2,933 | $207K |
| Raymond James Trust N.A. | 0.00% | New | 2,833 | $203K |
| StoneX Group Inc. | 0.01% | Reduce -25.7% | 2,827 | $202K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 2,816 | $202K |
| Truist Financial Corp. | 0.00% | New | 2,797 | $200K |
| Maia Wealth LLC | 0.05% | New | 2,770 | $198K |
| Eastern Bank | 0.00% | New | 2,757 | $197K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,700 | $193K |
| Sound Income Strategies, LLC | 0.01% | New | 2,582 | $185K |
| Colonial Trust Advisors | 0.02% | Reduce -70.7% | 2,562 | $183K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 2,510 | $180K |
| GAMMA Investing LLC | 0.02% | No change | 2,331 | $167K |
| CoreCap Advisors, LLC | 0.01% | New | 2,158 | $155K |
| Global Wealth Strategies & Associates | 0.05% | No change | 2,100 | $150K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,100 | $150K |
| Barclays PLC | 0.00% | No change | 1,900 | $136K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -12.9% | 1,858 | $133K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.2% | 1,813 | $130K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,800 | $129K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.6% | 1,796 | $129K |
| CarsonAllaria Wealth Management, Ltd. | 0.06% | Add +0.1% | 1,539 | $110K |
| Larson Financial Group LLC | 0.01% | Add +18.8% | 1,513 | $108K |
| Ashton Thomas Securities, LLC | 0.02% | New | 1,500 | $107K |
| SJS Investment Consulting Inc. | 0.02% | No change | 1,310 | $94K |
| Creative Financial Designs Inc. | 0.01% | Add +7.9% | 1,207 | $86K |
| Darwin Wealth Management, LLC | 0.02% | New | 1,083 | $78K |
| Main Street Group, LTD | 0.03% | Add +0.1% | 1,060 | $76K |
| Keener Financial Planning LLC | 0.05% | No change | 1,022 | $73K |
| Optimum Investment Advisors | 0.03% | No change | 1,000 | $72K |
| International Assets Investment Management, LLC | 0.01% | No change | 988 | $71K |
| Abound Wealth Management | 0.02% | Add +1.2% | 987 | $71K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 960 | $69K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +72.4% | 931 | $67K |
| Kozak & Associates, Inc. | 0.02% | Add +0.1% | 900 | $65K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.4% | 891 | $64K |
| Northwest Investment Counselors, LLC | 0.01% | New | 800 | $57K |
| Private Trust Co. NA | 0.01% | Reduce -74.6% | 750 | $54K |
| Archer Investment Corp | 0.01% | Reduce -14.5% | 670 | $48K |
| Bokf, NA | 0.00% | New | 675 | $48K |
| CENTRAL TRUST Co | 0.00% | Reduce -40.5% | 581 | $42K |
| M&R Capital Management Inc. | 0.01% | No change | 525 | $38K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 488 | $35K |
| Assetmark, Inc. | 0.00% | No change | 424 | $30K |
| Syntrinsic LLC | 0.01% | No change | 380 | $27K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 377 | $27K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 354 | $25K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 340 | $24K |
| BlackRock, Inc. | 0.00% | — | 340 | $24K |
| Comerica Bank | 0.00% | New | 321 | $23K |
| TFC Financial Management, Inc. | 0.00% | No change | 280 | $20K |
| Pacifica Partners Inc. | 0.01% | No change | 273 | $20K |
| Tucker Asset Management LLC | 0.00% | No change | 271 | $19K |
| LRI Investments, LLC | 0.00% | No change | 251 | $19K |
| Ancora Advisors LLC | 0.00% | Reduce -42.5% | 257 | $18K |
| Colonial Trust Co / SC | 0.00% | No change | 250 | $18K |
| Halpern Financial, Inc. | 0.00% | No change | 233 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 216 | $15K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 213 | $15K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 209 | $15K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 198 | $14K |
| PFG Private Wealth Management, LLC | 0.01% | New | 125 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 108 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1633.3% | 104 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 95 | $7K |
| Global Financial Private Client, LLC | 0.00% | No change | 91 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 60 | $4K |
| Financial Freedom, LLC | 0.00% | No change | 47 | $3K |
| Horrell Capital Management, Inc. | 0.00% | No change | 40 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 40 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 27 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 24 | $2K |
| Concord Wealth Partners | 0.00% | New | 22 | $2K |
| Signaturefd, LLC | 0.00% | No change | 21 | $1K |
| Sachetta, LLC | 0.00% | No change | 6 | $433 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $288 |
| BNP Paribas Financial Markets | 0.00% | No change | 1 | $72 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $72 |
| Creekmur Asset Management LLC | 0.00% | Reduce -66.7% | 1 | $69 |
"% of holder's portfolio" is ONEQ's weight in each manager's 13F, not the share of Fidelity Nasdaq Comp Indx the manager owns.