Titelia

Funds holding Fidelity Concord Street Trust

ISIN US3159117502 · United States · LEI EEX0N4ID1C226M44VF22

Fund holders
17
Of which ETFs
0 17 other funds
Value held
5.7B $

Other securities from the same issuer : Fidelity Concord Street Trust (US3159115373), Fidelity Concord Street Trust (US3159117437), FIDELITY INTERNATIONAL INDEX F FIDELITY INTL INDX (US3159117270), Fidelity Concord Street Trust (US3159127824), Fidelity Concord Street Trust (US3159114798), Fidelity Concord Street Trust (US3159114954), Fidelity Concord Street Trust (US3159116447), Fidelity Concord Street Trust (US3159114871), Fidelity Concord Street Trust (US3159116934)

FundSharesValueWeight in fund
Fidelity Multi-Asset Index Fund Fidelity Aberdeen Street Trust 16,932,7784.1B $39.99 %as of Feb 28, 2026 ↗
PFG Fidelity Institutional AM Equity Index Strategy Fund Northern Lights Fund Trust 1,595,692399.8M $61.40 %as of Apr 30, 2026 ↗
Franklin Templeton Moderately Aggressive Model Portfolio Legg Mason Partners Variable Equity Trust 1,186,515269.8M $9.85 %as of Mar 31, 2026 ↗
Franklin Templeton Moderate Model Portfolio Legg Mason Partners Variable Equity Trust 867,125197.2M $10.92 %as of Mar 31, 2026 ↗
Franklin Templeton Aggressive Model Portfolio Legg Mason Partners Variable Equity Trust 578,000131.4M $11.05 %as of Mar 31, 2026 ↗
VOYA TARGET RETIREMENT 2045 FUND Voya Separate Portfolios Trust 462,443110.7M $50.25 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2035 FUND Voya Separate Portfolios Trust 427,475102.3M $40.12 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2055 FUND Voya Separate Portfolios Trust 331,55579.4M $54.01 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2030 FUND Voya Separate Portfolios Trust 270,93664.8M $33.90 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2040 FUND Voya Separate Portfolios Trust 256,81761.5M $45.53 %as of Feb 28, 2026 ↗
Franklin Templeton Moderately Conservative Model Portfolio Legg Mason Partners Variable Equity Trust 241,82455M $11.41 %as of Mar 31, 2026 ↗
VOYA TARGET RETIREMENT 2050 FUND Voya Separate Portfolios Trust 239,95557.4M $52.84 %as of Feb 28, 2026 ↗
VOYA TARGET IN-RETIREMENT FUND Voya Separate Portfolios Trust 214,07251.2M $19.95 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2060 FUND Voya Separate Portfolios Trust 147,85335.4M $53.71 %as of Feb 28, 2026 ↗
Franklin Templeton Conservative Model Portfolio Legg Mason Partners Variable Equity Trust 89,70320.4M $11.02 %as of Mar 31, 2026 ↗
VOYA TARGET RETIREMENT 2065 FUND Voya Separate Portfolios Trust 68,03016.3M $53.14 %as of Feb 28, 2026 ↗
Voya Target Retirement 2070 Fund Voya Separate Portfolios Trust 8,5682.1M $53.70 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.

FundWeight in fund
PFG Fidelity Institutional AM Equity Index Strategy Fund Northern Lights Fund Trust 61.40 %as of Apr 30, 2026 ↗
VOYA TARGET RETIREMENT 2055 FUND Voya Separate Portfolios Trust 54.01 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2060 FUND Voya Separate Portfolios Trust 53.71 %as of Feb 28, 2026 ↗
Voya Target Retirement 2070 Fund Voya Separate Portfolios Trust 53.70 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2065 FUND Voya Separate Portfolios Trust 53.14 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2050 FUND Voya Separate Portfolios Trust 52.84 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2045 FUND Voya Separate Portfolios Trust 50.25 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2040 FUND Voya Separate Portfolios Trust 45.53 %as of Feb 28, 2026 ↗
VOYA TARGET RETIREMENT 2035 FUND Voya Separate Portfolios Trust 40.12 %as of Feb 28, 2026 ↗
Fidelity Multi-Asset Index Fund Fidelity Aberdeen Street Trust 39.99 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q217023,919,339-0.4 %
2026Q117024,008,342+1.6 %
2025Q417023,622,563-1.5 %
2025Q317023,971,544+1.8 %
2025Q217+623,547,515+4.7 %
2025Q111022,486,595-1.6 %
2024Q411022,845,229-3.0 %
2024Q311023,557,159-2.8 %
2024Q211024,226,821-2.8 %
2024Q111024,915,986+0.7 %
2023Q41124,752,471

Institutional managers

25 managers declare this security to the SEC (Form 13F).

ManagerSharesValue
Grey Fox Wealth Advisors, LLC33,35183.3K $as of Mar 31, 2026
Fulton Bank, N.A.17,3213.9M $as of Mar 31, 2026
Sippican Capital Advisors10,5102.4M $as of Mar 31, 2026
RIVERBRIDGE PARTNERS LLC6,4681.5M $as of Mar 31, 2026
Williams Jones Wealth Management, LLC.5,9001.3M $as of Mar 31, 2026
CARRET ASSET MANAGEMENT, LLC4,8201.1M $as of Mar 31, 2026
NORTH STAR ASSET MANAGEMENT INC4,090930K $as of Mar 31, 2026
GREAT LAKES ADVISORS, LLC3,799863.9K $as of Mar 31, 2026
Coston, McIsaac & Partners3,796863 $as of Mar 31, 2026
CENTRAL BANK & TRUST CO3,720845.8K $as of Mar 31, 2026
MOODY LYNN LIEBERSON & WALKER, LLC3,475790.2K $as of Mar 31, 2026
GRACE & WHITE INC /NY3,169720.7K $as of Mar 31, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940668.6K $as of Mar 31, 2026
Mengis Capital Management, Inc.2,528575K $as of Mar 31, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,323528.3K $as of Mar 31, 2026
NEVILLE RODIE & SHAW INC2,278518 $as of Mar 31, 2026
WOODSTOCK CORP2,029461.5K $as of Mar 31, 2026
Financial Concepts Unlimited, Inc.1,567356.3K $as of Mar 31, 2026
PUZO MICHAEL J1,442327.8K $as of Mar 31, 2026
McIlrath & Eck, LLC1,290293.3K $as of Mar 31, 2026
Financial Gravity Asset Management, Inc.965219.3K $as of Mar 31, 2026
McMillan Office, Inc.843191.8K $as of Mar 31, 2026
OAKWORTH CAPITAL, INC.643146.2K $as of Mar 31, 2026
Estabrook Capital Management615139.9K $as of Mar 31, 2026
Westside Investment Management, Inc.561128.8K $as of Mar 31, 2026
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Titelia. "Funds holding Fidelity Concord Street Trust". https://titelia.com/en/stocks/fidelity-concord-street-trust-US3159117502