Fidelity Nasdaq Comp IndxONEQETF

13F holders, Q4 2024 (December 31)
336holders +34
43new positions
13sold out
2famous investors
$76.05avg. 13F price*

At the end of Q4 2024, 336 institutions reported holding Fidelity Nasdaq Comp Indx (ONEQ) in their 13F filings, up 34 from Q3 2024. 43 opened new positions and 13 sold out. The largest holders were Commonwealth Equity Services, LLC ($95.2M), LPL Financial LLC ($82.1M) and FMR LLC ($69.7M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Fidelity Nasdaq Comp Indx
CUSIP
315912808
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 284Q1 2024Q2 2024: 296Q2 2024Q3 2024: 302Q3 2024Q4 2024: 336Q4 2024Q1 2025: 333Q1 2025Q2 2025: 365Q2 2025Q3 2025: 384Q3 2025Q4 2025: 406Q4 2025Q1 2026: 396Q1 2026Q2 2026: 443Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions43$42.3M
Exits13$9.0M

All 13F filers, Q3 2024 → Q4 2024: 2,654,555 shares bought and 896,597 shares sold, net +1,757,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 336 holders

Commonwealth Equity Services, LLC 0.14% Add +11.3% 1,251,973 $95.2M
LPL Financial LLC 0.03% Add +40.0% 1,079,347 $82.1M
FMR LLC 0.00% Add +0.5% 916,848 $69.7M
Fisher Asset Management 0.02% Reduce -7.2% 809,409 $61.6M
Wealthfront Advisers LLC 0.14% Add +14.6% 632,120 $48.1M
Bank of America Corp. 0.00% Add +6.3% 580,170 $44.1M
Analyst IMS Investment Management Services Ltd. 1.40% Reduce -0.1% 503,611 $38.3M
Kestra Advisory Services, LLC 0.20% Add +18.4% 490,594 $37.3M
JPMorgan Chase & Co. 0.00% Add +310.9% 470,444 $35.8M
Two Sigma Investments, LP 0.08% Add +40.7% 457,000 $34.8M
Wealthspire Retirement, LLC 2.72% Reduce -0.2% 452,736 $34.4M
HighTower Advisors, LLC 0.05% Reduce -12.8% 435,231 $33.1M
Morgan Stanley 0.00% Add +8.2% 367,629 $28.0M
Prasad Wealth Partners, LLC 8.74% — 355,038 $27.0M
UBS Group AG 0.01% Reduce -3.1% 325,923 $24.8M
LJI Wealth Management, LLC 4.78% Reduce -15.4% 318,797 $24.2M
GeoWealth Management, LLC 0.75% Add +33835.2% 302,363 $23.0M
TCP Asset Management, LLC 4.89% Add +2.0% 291,545 $22.2M
Smith Chas P & Associates Pa Cpas 1.25% Reduce -8.7% 285,039 $21.7M
Osaic Holdings, Inc. 0.04% Add +5.4% 255,361 $19.4M
David Kennon Inc 7.46% Reduce -0.6% 248,699 $18.9M
Madison Wealth Partners, Inc 5.15% Add +2.7% 242,137 $18.4M
Steward Partners Investment Advisory, LLC 0.16% Add +45.0% 238,758 $18.2M
Ameriprise Financial Inc. 0.00% Reduce -0.3% 207,444 $15.8M
AE Wealth Management LLC 0.13% Reduce -4.5% 200,087 $15.2M
Heck Capital Advisors, LLC 1.74% Add +5.0% 199,076 $15.1M
Lebenthal Global Advisors, LLC 2.62% Add +5046.0% 188,653 $14.3M
Hollencrest Capital Management 0.55% Reduce -0.1% 180,555 $13.7M
Thrivent Financial for Lutherans 0.03% Add +2.5% 178,409 $13.6M
Eq LLC 6.36% Add +30.7% 177,966 $13.5M
Elevation Capital Advisory, LLC 4.52% New 138,678 $10.5M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -4.1% 132,694 $10.1M
Commonwealth Financial Services, LLC 1.96% Reduce -12.7% 131,806 $10.0M
Silicon Valley Capital Partners 1.10% Reduce -2.2% 129,275 $9.8M
Wells Fargo & Company 0.00% Add +2.4% 126,515 $9.6M
Aptus Capital Advisors, LLC 0.10% Add +1.4% 114,730 $8.7M
Focus Partners Wealth 0.02% Add +554.5% 113,373 $8.6M
Guardian Wealth Advisors, LLC / NC 0.69% Reduce -0.3% 112,724 $8.6M
Advisory Services Network, LLC 0.15% Reduce -2.6% 104,830 $8.0M
Cetera Investment Advisers 0.02% Add +9.0% 102,565 $7.8M
jvl associates llc 2.79% Reduce -6.0% 96,762 $7.4M
Raymond James Financial Inc. 0.00% — 91,610 $7.0M
Harvest Investment Advisors, LLC 4.78% Reduce -1.9% 90,874 $6.9M
Gimbal Financial 5.40% Add +4.2% 86,694 $6.6M
Spire Wealth Management 0.20% New 86,223 $6.6M
Portfolio Strategies, Inc. 0.92% Reduce -2.3% 85,592 $6.5M
Sunbelt Securities, Inc. 0.56% Add +12.1% 82,713 $6.3M
Susquehanna International Group, LLP 0.01% Add +811.2% 80,702 $6.1M
Wealth Quarterback LLC 2.74% New 76,741 $5.8M
Oliver Lagore Vanvalin Investment Group 1.29% Reduce -12.2% 66,373 $5.0M
AssuredPartners Investment Advisors, LLC 0.96% — 64,490 $4.9M
Prime Capital Investment Advisors, LLC 0.07% Add +4.4% 61,190 $4.7M
Cornerstone Wealth Management, LLC 0.31% Reduce -3.0% 61,155 $4.7M
Lineweaver Wealth Advisors, LLC 0.85% Add +0.1% 60,324 $4.6M
Sigma Planning Corp 0.14% Reduce -1.8% 58,755 $4.5M
Ayalon Insurance Comp Ltd. 1.36% No change 57,760 $4.4M
Royal Bank of Canada 0.00% Add +7.1% 57,203 $4.4M
Snowden Capital Advisors LLC 0.13% Reduce -3.9% 55,896 $4.3M
Stifel Financial Corp. 0.00% Reduce -2.9% 55,295 $4.2M
Pacific Capital Wealth Advisors, Inc. 0.69% Reduce -7.2% 54,683 $4.2M
KM Capital Management Ltd. 2.13% Reduce -2.2% 54,107 $4.1M
Great Valley Advisor Group, Inc. 0.09% Reduce -1.4% 53,780 $4.1M
Atria Wealth Solutions, Inc. 0.04% Reduce -85.5% 51,694 $3.9M
B&D White Capital Company, LLC 0.65% Add +0.1% 51,096 $3.9M
Jones Financial Companies LLLP 0.00% Add +118.9% 46,295 $3.5M
Arkansas Financial Group, Inc. 0.57% Add +2.3% 46,160 $3.5M
Cedar Point Capital Partners, LLC 2.22% Add +0.3% 43,173 $3.3M
Bawa N Mallick Trust 1.44% — 43,000 $3.3M
Money Concepts Capital Corp. 0.24% Reduce -4.1% 42,988 $3.3M
Mariner, LLC 0.01% Add +12.6% 42,826 $3.3M
Gateway Wealth Partners, LLC 0.84% Reduce -2.4% 42,754 $3.3M
Envestnet Asset Management Inc. 0.00% Add +3.6% 39,088 $3.0M
Blue Zone Wealth Advisors, LLC 0.85% Reduce -3.3% 38,620 $2.9M
Roxbury Financial LLC 2.79% — 38,102 $2.9M
Texas Yale Capital Corp. 0.11% No change 37,000 $2.8M
PKS Advisory Services, LLC 0.70% — 36,744 $2.8M
Baird Financial Group, Inc. 0.01% No change 36,084 $2.7M
Axxcess Wealth Management, LLC 0.07% Reduce -0.1% 35,860 $2.7M
Hubbell Strickland Wealth Management, LLC 1.23% Add +1.2% 34,048 $2.6M
Foundations Investment Advisors, LLC 0.05% New 32,520 $2.5M
Variant Private Wealth, LLC 2.34% — 32,302 $2.5M
MML Investors Services, LLC 0.01% Add +3.5% 29,961 $2.3M
Private Advisor Group, LLC 0.01% Add +31.2% 29,758 $2.3M
Lido Advisors, LLC 0.01% Reduce -0.1% 29,575 $2.2M
Cerity Partners LLC 0.00% Add +44.6% 28,534 $2.2M
CRA Financial Services, LLC 0.37% Reduce -0.7% 28,199 $2.1M
Kestra Private Wealth Services, LLC 0.04% Reduce -38.6% 27,240 $2.1M
CIBC Private Wealth Group LLC 0.00% Add +0.0% 26,987 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +12.5% 26,744 $2.0M
Orion Portfolio Solutions, LLC 0.02% Add +12.5% 26,744 $2.0M
Smartleaf Asset Management LLC 0.19% Add +30.8% 24,545 $1.9M
Principal Securities, Inc. 0.04% Reduce -2.0% 24,714 $1.9M
Mission Wealth Management, LP 0.04% Add +6.2% 24,570 $1.9M
Beckerman Institutional, LLC 1.48% Reduce -0.8% 24,220 $1.8M
Renaissance Technologies 0.00% New 23,800 $1.8M
Bessemer Group Inc. 0.00% New 23,190 $1.8M
Independent Wealth Network Inc. 0.72% New 23,161 $1.8M
Brown Advisory Inc. 0.00% No change 22,980 $1.7M
Pinnacle Family Advisors, LLC 0.84% Add +1.6% 22,903 $1.7M
Destiny Wealth Partners, LLC 0.28% No change 22,850 $1.7M

"% of holder's portfolio" is ONEQ's weight in each manager's 13F, not the share of Fidelity Nasdaq Comp Indx the manager owns.

Show all 336 holders