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 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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LPL Financial 117k $3.2M 105% Mar 2026
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Raymond James Financial 114k $3.2M 120% Mar 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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Scotia Capital 99k $2.7M 160% Mar 2026
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Envestnet Asset Management 89k $2.5M 161% Mar 2026
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Susquehanna International 84k $2.3M 100% Mar 2026
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Putnam Fl Investment Management 71k $2.0M 8% Mar 2026
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Advisor Group Holdings 61k $1.7M -52% Mar 2026
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Wealthtrust Axiom 55k $1.5M 0% Mar 2026
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Fullerton Advisors 51k $1.4M 1% Jun 2026
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Royal Bank of Canada 44k $1.2M 100% 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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Cambridge Investment Research Advisors 29k $786k 162% Jun 2026
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Plus Group Wealth Advisors 23k $638k 3% Mar 2026
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National Bank Of Canada /fi/ 22k $602k 142% Mar 2026
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Mml Investors Services 20k $550k -4% Mar 2026
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FMR 20k $548k 4% Mar 2026
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Arwa 19k $536k 6% Jun 2026
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Beacon Financial 18k $499k 1% Jun 2026
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Steward Partners Investment Advisory 18k $494k -7% Mar 2026
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OmniStar Financial Group 16k $431k -9% 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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Elm3 Financial Group 13k $367k -9% Jun 2026
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Wiley Bros.-aintree Capital 13k $366k 100% Mar 2026
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Northwestern Mutual Wealth Management Company 12k $333k 100% Mar 2026
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Advocate Investing Services 11k $304k 0% Jun 2026
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TCG Advisory Services 11k $295k 0% Mar 2026
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KWB Wealth 11k $288k 100% Jun 2026
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Dynasty Wealth Management 10k $287k 100% Mar 2026
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Advisory Services Network 10k $286k 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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Snider Financial Group 9.0k $249k -17% 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 $202k 1% Jun 2026
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Farther Finance Advisors 6.7k $183k -16% Jun 2026
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Larson Financial Group 3.2k $89k 0% Mar 2026
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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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Aptus Capital Advisors 263.00 $7.3k 1% Mar 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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Who sold out of Fidelity fund?

Fund or Company Name Date Sold Shares Held Valued At
J.w. Cole Advisors Dec 2025 17k $440k
Savvy Advisors Dec 2025 15k $380k
Pathfinder Wealth Consulting Mar 2026 9.0k $249k
AlphaCore Capital Dec 2025 450.00 $12k
Stone House Investment Management Dec 2025 133.00 $3.4k