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 594k $15M 11% Sep 2025
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David Kennon 366k $8.9M -3% Sep 2025
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Advisor Group Holdings 116k $2.8M 7% Sep 2025
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Kestra Advisory Services 104k $2.5M 21% Sep 2025
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Citadel Advisors 76k $1.9M 100% Sep 2025
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BEAM Asset Management 74k $1.8M 19% Sep 2025
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Putnam Fl Investment Management 64k $1.6M 12% Sep 2025
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LPL Financial 59k $1.4M 14% Sep 2025
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Wealthtrust Axiom 55k $1.4M -1% Sep 2025
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Dentgroup 47k $1.2M -1% Sep 2025
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Jpmorgan Chase & Co 45k $1.1M 63% Sep 2025
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Element Wealth 37k $909k 0% Sep 2025
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Raymond James Financial 26k $645k 125% Sep 2025
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Concurrent Investment Advisors 25k $619k -58% Sep 2025
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Mml Investors Services 20k $489k 9% Sep 2025
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Cetera Investment Advisers 20k $487k 102% Sep 2025
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Steward Partners Investment Advisory 19k $460k 17% Sep 2025
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Goss Wealth Management 19k $458k 1% Sep 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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J.w. Cole Advisors 17k $417k 2% Sep 2025
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Elm3 Financial Group 17k $415k 10% Sep 2025
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Beacon Financial 17k $414k 100% Sep 2025
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OmniStar Financial Group 16k $400k -38% Sep 2025
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IFP Advisors 15k $357k 48% Sep 2025
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Ball & Co Wealth Management 14k $338k 100% Sep 2025
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Snider Financial Group 14k $333k 0% Sep 2025
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Jane Street 13k $317k -53% Sep 2025
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Prime Capital Investment Advisors 12k $297k 100% Sep 2025
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TCG Advisory Services 11k $261k 0% Sep 2025
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Fundamentun 10k $254k -26% Sep 2025
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Soltis Investment Advisors 9.5k $231k 0% Sep 2025
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Envestnet Asset Management 9.1k $223k 100% Sep 2025
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National Bank Of Canada /fi/ 9.0k $220k 0% Sep 2025
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Farther Finance Advisors 6.9k $170k 56% Sep 2025
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Global Retirement Partners 6.6k $161k 0% Sep 2025
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Ameritas Advisory Services 6.4k $157k 112% Sep 2025
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Principal Securities 3.9k $96k 5% Sep 2025
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Advisory Services Network 3.5k $86k 100% Sep 2025
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Larson Financial Group 3.2k $79k -24% Sep 2025
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Rockefeller Capital Management 1.5k $38k 100% Sep 2025
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Morgan Stanley 806.00 $27k 100% Jun 2025
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Sunbelt Securities 769.00 $19k 599% Sep 2025
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AE Wealth Management 600.00 $15k 100% Sep 2025
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Aptus Capital Advisors 258.00 $6.3k 1% Sep 2025
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Ronald Blue Trust 75.00 $1.8k 100% Sep 2025
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Atlantic Trust 31.00 $757.999600 100% Sep 2025
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Who sold out of Fidelity fund?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Jun 2025 54k $1.3M
Twin Peaks Wealth Advisors Jun 2025 168.00 $4.1k