| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Atlas Wealth LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| CAPSTONE ASSET MANAGEMENT CO | 2 | 2 | 2.24% | 2.29% | 2.34% | Q1 2014 | Q2 2014 | 2 |
| BEACH INVESTMENT COUNSEL INC/PA | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
| Almanack Investment Partners, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
| Hayden Royal, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
| ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
This page lists all the filers that currently own Fidelity Investments or have owned Fidelity Investments in the past.