Who owns Fidelity fund?

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Analyze quarterly positions in Fidelity fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fidelity fund stock

Who bought or sold Fidelity fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Commonwealth Equity Services 558k $15M -6% Dec 2025
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David Kennon 364k $9.4M 0% Dec 2025
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Advisor Group Holdings 127k $3.3M 10% Dec 2025
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Kestra Advisory Services 107k $2.8M 3% Dec 2025
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BEAM Asset Management 78k $2.0M 6% Dec 2025
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Citadel Advisors 76k $1.9M 100% Sep 2025
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Putnam Fl Investment Management 66k $1.7M 3% Dec 2025
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LPL Financial 57k $1.5M -2% Dec 2025
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Wealthtrust Axiom 55k $1.4M 0% Dec 2025
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Raymond James Financial 52k $1.3M 97% Dec 2025
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Fullerton Advisors 52k $1.3M 100% Dec 2025
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Flow Traders US 49k $1.3M 100% Dec 2025
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Dentgroup 47k $1.2M -1% Dec 2025
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Jpmorgan Chase & Co 45k $1.1M 100% Sep 2025
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IFP Advisors 39k $1.0M 165% Dec 2025
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Scotia Capital 38k $983k 100% Dec 2025
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Concurrent Investment Advisors 36k $933k 42% Dec 2025
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Element Wealth 36k $928k -4% Dec 2025
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Envestnet Asset Management 34k $886k 276% Dec 2025
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Cetera Investment Advisers 29k $753k 46% Dec 2025
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Plus Group Wealth Advisors 23k $582k 100% Dec 2025
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Mml Investors Services 21k $540k 4% Dec 2025
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Steward Partners Investment Advisory 19k $500k 3% Dec 2025
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Royal Bank of Canada 17k $424k 19% Sep 2025
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FMR 17k $420k 386% Sep 2025
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OmniStar Financial Group 17k $443k 5% Dec 2025
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J.w. Cole Advisors 17k $440k 0% Dec 2025
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Beacon Financial 17k $414k 100% Sep 2025
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Ameritas Advisory Services 15k $392k 136% Dec 2025
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Elm3 Financial Group 15k $391k -11% Dec 2025
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Savvy Advisors 15k $380k 100% Dec 2025
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Prime Capital Investment Advisors 14k $364k 16% Dec 2025
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Ball & Co Wealth Management 14k $361k 1% Dec 2025
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Arwa 13k $344k 100% Dec 2025
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Snider Financial Group 11k $282k -20% Dec 2025
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TCG Advisory Services 11k $277k 0% Dec 2025
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Fundamentun 9.9k $256k -5% Dec 2025
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Soltis Investment Advisors 9.5k $245k 0% Dec 2025
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National Bank Of Canada /fi/ 9.0k $233k 0% Dec 2025
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Goss Wealth Management 8.2k $213k -56% Dec 2025
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Farther Finance Advisors 7.2k $186k 4% Dec 2025
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Global Retirement Partners 6.6k $171k 0% Dec 2025
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Larson Financial Group 3.2k $83k 0% Dec 2025
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Rockefeller Capital Management 1.5k $40k 1% Dec 2025
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Sunbelt Securities 772.00 $20k 0% Dec 2025
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AE Wealth Management 600.00 $16k 0% Dec 2025
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Delta Asset Management 468.00 $12k 100% Dec 2025
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AlphaCore Capital 450.00 $12k 100% Dec 2025
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Aptus Capital Advisors 260.00 $6.7k 1% Dec 2025
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Atlantic Trust 159.00 $4.1k 413% Dec 2025
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Stone House Investment Management 133.00 $3.4k 100% Dec 2025
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Assetmark 1.00 $25.000000 100% Dec 2025
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Who sold out of Fidelity fund?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Sep 2025 13k $317k
Principal Securities Sep 2025 3.9k $96k
Advisory Services Network Sep 2025 3.5k $86k
Ronald Blue Trust Sep 2025 75.00 $1.8k