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 703k $19M 26% Mar 2026
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David Kennon 348k $9.6M -5% Mar 2026
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Jane Street 230k $6.3M 100% Mar 2026
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Bank of America Corporation 173k $4.8M 100% Mar 2026
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Advisor Group Holdings 127k $3.3M 10% Dec 2025
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LPL Financial 117k $3.2M 105% Mar 2026
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Kestra Advisory Services 110k $3.0M 3% Mar 2026
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Scotia Capital 99k $2.7M 160% Mar 2026
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BEAM Asset Management 98k $2.7M 25% Mar 2026
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Envestnet Asset Management 89k $2.5M 161% Mar 2026
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Putnam Fl Investment Management 71k $2.0M 8% Mar 2026
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Wealthtrust Axiom 55k $1.5M 0% Mar 2026
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Raymond James Financial 52k $1.3M 97% Dec 2025
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Fullerton Advisors 51k $1.4M -1% Mar 2026
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Dentgroup 47k $1.2M -1% Dec 2025
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Royal Bank of Canada 44k $1.2M 154% Mar 2026
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Cetera Investment Advisers 43k $1.2M 47% Mar 2026
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Citadel Advisors 41k $1.1M 103% Mar 2026
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IFP Advisors 39k $1.1M 1% Mar 2026
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Element Wealth 36k $993k 0% Mar 2026
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Ameritas Advisory Services 33k $901k 115% Mar 2026
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Concurrent Investment Advisors 32k $886k -11% Mar 2026
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Plus Group Wealth Advisors 23k $638k 3% Mar 2026
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Mml Investors Services 20k $550k -4% Mar 2026
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FMR 19k $493k 11% Dec 2025
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Beacon Financial 18k $500k 7% Mar 2026
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Steward Partners Investment Advisory 18k $494k -7% Mar 2026
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Arwa 18k $504k 34% Mar 2026
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OmniStar Financial Group 16k $431k -9% Mar 2026
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Elm3 Financial Group 15k $408k -2% Mar 2026
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Ball & Co Wealth Management 14k $398k 3% Mar 2026
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Prime Capital Investment Advisors 14k $395k 2% Mar 2026
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Northwestern Mutual Wealth Management Company 12k $333k 100% Mar 2026
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Advocate Investing Services 11k $306k 100% Mar 2026
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Cambridge Investment Research Advisors 11k $302k 100% Mar 2026
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TCG Advisory Services 11k $295k 0% Mar 2026
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Dynasty Wealth Management 10k $287k 100% Mar 2026
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Eaton Financial Holdings Company 10k $284k 100% Mar 2026
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Fundamentun 10k $283k 4% Mar 2026
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Soltis Investment Advisors 9.5k $262k 0% Mar 2026
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Texas Capital Bank Wealth Management Services 9.5k $261k 100% Mar 2026
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Pathfinder Wealth Consulting 9.0k $249k 100% Mar 2026
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Snider Financial Group 9.0k $249k -17% Mar 2026
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National Bank Of Canada /fi/ 9.0k $233k 0% Dec 2025
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Farther Finance Advisors 7.9k $220k 11% Mar 2026
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Goss Wealth Management 7.8k $214k -6% Mar 2026
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Flow Traders US 7.4k $205k -85% Mar 2026
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PFG Investments 7.4k $203k 100% Mar 2026
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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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Morgan Stanley 2.9k $84k 0% Mar 2026
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Rockefeller Capital Management 1.6k $43k 1% Mar 2026
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Godfrey Financial Associates 804.00 $22k 100% Mar 2026
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Sunbelt Securities 704.00 $19k -9% Mar 2026
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AE Wealth Management 600.00 $17k 0% Mar 2026
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Delta Asset Management 468.00 $13k 0% Mar 2026
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Twin Peaks Wealth Advisors 333.00 $9.2k 100% Mar 2026
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Western Wealth Management 316.00 $8.7k 100% Mar 2026
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Aptus Capital Advisors 263.00 $7.3k 1% Mar 2026
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Assetmark 233.00 $6.4k 23200% Mar 2026
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Atlantic Trust 159.00 $4.1k 413% Dec 2025
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Who sold out of Fidelity fund?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 45k $1.1M
J.w. Cole Advisors Dec 2025 17k $440k
Savvy Advisors Dec 2025 15k $380k
Advisory Services Network Sep 2025 3.5k $86k
AlphaCore Capital Dec 2025 450.00 $12k