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Fidelity Nasdaq Composite Index ETF

355 hedge funds and large institutions have $1.47B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 115 increasing their positions, 96 reducing their positions, and 26 closing their positions.

Holders
355
Holders Change
+27
Holders Change %
+8.23%
% of All Funds
4.77%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
61
Increased
115
Reduced
96
Closed
26
Calls
$1.6M
Puts
$449K
Net Calls
+$1.15M
Net Calls Change
+$773K
Name Market Value Shares Shares
Change
Shares
Change %
AF
101
Apexium Financial
Texas
$1.78M 22,228 +124 +0.6%
MWM
102
Mission Wealth Management
California
$1.78M 22,214 -249 -1%
Cerity Partners
103
Cerity Partners
New York
$1.78M 22,195 -271 -1%
BCI
104
Brinker Capital Investments
Pennsylvania
$1.77M 22,140 -4,526 -17%
CWA
105
Canvas Wealth Advisors
Kansas
$1.76M 21,171 -2,974 -12%
WMA
106
Wealth Management Associates
New Jersey
$1.75M 21,815 -374 -2%
DWM
107
Defined Wealth Management
Oregon
$1.74M 21,684 -179 -0.8%
WCM
108
WealthTrak Capital Management
Virginia
$1.73M 21,625 +35 +0.2%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$1.73M 21,373 +3,363 +19%
CL
110
CVFG LLC
Indiana
$1.66M 20,700 +3,225 +18%
PWA
111
Principia Wealth Advisory
Texas
$1.63M 20,366 +20,366 New
HFA
112
Hershey Financial Advisers
Pennsylvania
$1.61M 20,140 +20,140 New
PAG
113
Private Advisor Group
New Jersey
$1.58M 19,739 -490 -2%
HSWS
114
Higgins & Schmidt Wealth Strategies
Colorado
$1.56M 19,526 -747 -4%
BPA
115
Beacon Pointe Advisors
California
$1.51M 18,813
LAS
116
Lloyd Advisory Services
Georgia
$1.41M 17,648 +17,648 New
AAS
117
Avantax Advisory Services
Texas
$1.35M 16,912 +6,736 +66%
BTWM
118
Brass Tax Wealth Management
Ohio
$1.35M 16,843 +5,330 +46%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1.33M 16,554 +2,735 +20%
HNB
120
Hilltop National Bank
Wyoming
$1.32M 16,534 +16,534 New
D
121
Dentgroup
Louisiana
$1.31M 16,365 +3,459 +27%
SWM
122
Sentinel Wealth Management
Virginia
$1.3M 16,240 +16,240 New
SWP
123
Stratos Wealth Partners
Ohio
$1.28M 15,934 -3,052 -16%
FFS
124
Flavin Financial Services
Florida
$1.26M 15,723 -435 -3%
FPGK
125
Financial Partners Group (Kansas)
Kansas
$1.23M 15,359 +18 +0.1%