Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CARRET ASSET MANAGEMENT, LLC | 17 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2024 | 18 |
MOODY LYNN & LIEBERSON, LLC | 13 | 3 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q2 2024 | 16 |
NEVILLE RODIE & SHAW INC | 12 | 12 | 0.09% | 0.12% | 0.16% | Q3 2021 | Q2 2024 | 12 |
Dempze Nancy E | 11 | 11 | 0.35% | 0.39% | 0.43% | Q1 2020 | Q3 2022 | 11 |
Almanack Investment Partners, LLC. | 8 | 8 | 1.06% | 1.32% | 1.50% | Q3 2020 | Q2 2022 | 8 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.90% | 0.94% | 1.06% | Q3 2022 | Q2 2024 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Sequent Asset Management, LLC | 6 | 6 | 0.19% | 0.21% | 0.23% | Q4 2018 | Q1 2020 | 6 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q2 2019 | Q2 2020 | 5 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Summit Global Investments | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 3 |
Windham Capital Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2024 | Q2 2024 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
ENCOMPASS WEALTH ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2024 | Q2 2024 | 2 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Main Street Group, LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
55I, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
This page lists all the filers that currently own FIDELITY TOTAL MARKET INDEX FU or have owned FIDELITY TOTAL MARKET INDEX FU in the past.