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 925k $25M 32% Jun 2026
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David Kennon 341k $9.3M -2% Jun 2026
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Bank of America Corporation 218k $6.0M 26% Jun 2026
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Eaton Financial Holdings Company 182k $5.0M 1665% Jun 2026
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Royal Bank of Canada 161k $4.4M 265% Jun 2026
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Raymond James Financial 137k $3.7M 20% Jun 2026
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LPL Financial 134k $3.7M 14% Jun 2026
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Kestra Advisory Services 112k $3.1M 2% Jun 2026
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BEAM Asset Management 108k $3.0M 10% Jun 2026
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Global Retirement Partners 106k $2.9M 1513% Jun 2026
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Scotia Capital 100k $2.7M 1% Jun 2026
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Jpmorgan Chase & Co 92k $2.5M 100% Jun 2026
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Advisor Group Holdings 91k $2.5M 50% Jun 2026
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Envestnet Asset Management 85k $2.3M -5% Jun 2026
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Putnam Fl Investment Management 73k $2.0M 4% Jun 2026
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Wealth Enhancement Advisory Services 70k $2.0M 100% Jun 2026
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Cetera Investment Advisers 63k $1.7M 46% Jun 2026
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Wealthtrust Axiom 55k $1.5M -1% Jun 2026
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Fullerton Advisors 51k $1.4M 1% Jun 2026
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Ameritas Advisory Services 45k $1.2M 38% Jun 2026
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Soltis Investment Advisors 45k $1.2M 370% Jun 2026
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IFP Advisors 41k $1.1M 6% Jun 2026
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Citadel Advisors 39k $1.1M -5% Jun 2026
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Jane Street 38k $1.0M -84% Jun 2026
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Element Wealth 36k $991k 1% Jun 2026
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Concurrent Investment Advisors 32k $863k -2% Jun 2026
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J.w. Cole Advisors 30k $809k 100% Jun 2026
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Cambridge Investment Research Advisors 29k $786k 162% Jun 2026
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Mml Investors Services 23k $640k 17% Jun 2026
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Plus Group Wealth Advisors 23k $635k 0% Jun 2026
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National Bank Of Canada /fi/ 22k $596k 0% Jun 2026
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Dynasty Wealth Management 22k $593k 108% Jun 2026
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FMR 22k $588k 8% Jun 2026
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Arwa 19k $536k 6% Jun 2026
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Cannon Advisors 19k $531k 100% Jun 2026
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Beacon Financial 18k $499k 1% Jun 2026
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Steward Partners Investment Advisory 18k $498k 2% Jun 2026
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Texas Capital Bank Wealth Management Services 17k $467k 80% Jun 2026
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OmniStar Financial Group 17k $450k 5% Jun 2026
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Prime Capital Investment Advisors 15k $406k 4% Jun 2026
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Ball & Co Wealth Management 14k $393k 0% Jun 2026
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Wiley Bros.-aintree Capital 14k $383k 8% Jun 2026
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Elm3 Financial Group 13k $367k -9% Jun 2026
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Advocate Investing Services 11k $304k 0% Jun 2026
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Advisory Services Network 11k $296k 5% Jun 2026
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TCG Advisory Services 11k $292k 0% Jun 2026
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Sagespring Wealth Partners 11k $292k 100% Jun 2026
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KWB Wealth 11k $288k 100% Jun 2026
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Fundamentun 10k $281k 0% Jun 2026
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OpenArc Corporate Advisory 9.6k $264k 100% Jun 2026
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Goss Wealth Management 7.8k $213k 0% Jun 2026
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Northwestern Mutual Wealth Management Company 7.4k $203k -39% Jun 2026
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PFG Investments 7.4k $202k 1% Jun 2026
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Farther Finance Advisors 6.7k $183k -16% Jun 2026
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Mercer Global Advisors 3.6k $99k 100% Jun 2026
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Larson Financial Group 3.2k $88k 0% Jun 2026
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Morgan Stanley 2.9k $84k 0% Mar 2026
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Holos Integrated Wealth 2.1k $57k 100% Jun 2026
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AE Wealth Management 1.9k $52k 217% Jun 2026
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Rockefeller Capital Management 1.6k $44k 2% Jun 2026
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IFG Advisory 850.00 $23k 100% Jun 2026
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Godfrey Financial Associates 771.00 $21k -4% Jun 2026
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Sunbelt Securities 704.00 $19k -9% Mar 2026
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Delta Asset Management 468.00 $13k 0% Jun 2026
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Hanson McClain Advisors 320.00 $8.8k 100% Jun 2026
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Aptus Capital Advisors 267.00 $7.3k 2% Jun 2026
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Central Trust & Investment 142.00 $3.9k 100% Jun 2026
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Assetmark 106.00 $2.9k -55% Jun 2026
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Washington Trust Advisors 100.00 $2.7k 100% Jun 2026
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Wells Fargo & Company 2.00 $42.000000 100% Jun 2026
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Who sold out of Fidelity fund?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Mar 2026 84k $2.3M
Pathfinder Wealth Consulting Mar 2026 9.0k $249k
Snider Financial Group Mar 2026 9.0k $249k
Flow Traders US Mar 2026 7.4k $205k
Twin Peaks Wealth Advisors Mar 2026 333.00 $9.2k