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Fidelity NASDAQ Composite Index ETF (ONEQ) Institutional Ownership

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$103.23 -2.01 (-1.91%)
As of 01:28 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity NASDAQ Composite Index ETF (NASDAQ:ONEQ)

Number of
Institutional Buyers
(last 12 months)
198
Total
Institutional Inflows
(last 12 months)
$275.85M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$162.31M
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ONEQ Institutional Buying and Selling by Quarter

Fidelity NASDAQ Composite Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2026TopTier Wealth Management LLC1,892$200K0.1%N/A0.002%
10/16/2026Paragon Capital Management Inc.10,911$1.16M0.8%+3.3%0.011%
10/16/2026NFSG Corp645$68K0.0%+53.2%0.001%
10/14/2026FOCUS Wealth Advisors LLC111,023$11.75M5.7%-2.7%0.107%
10/14/2026B. Riley Wealth Advisors Inc.3,122$330K0.0%N/A0.003%
10/13/2026David Kennon Inc71,721$7.59M2.5%-5.7%0.069%
10/13/2026Sax Wealth Advisors LLC6,106$646K0.0%+111.1%0.006%
10/10/2026jvl associates llc109,014$11.54M3.3%-0.6%0.105%
10/9/2026First Heartland Consultants Inc.2,609$276K0.0%+6.0%0.003%
10/8/2026Farther Finance Advisors LLC118,325$12.52M0.1%+24.7%0.114%
10/8/2026CoreCap Advisors LLC3,414$361K0.0%+55.2%0.003%
10/8/2026HWG Holdings LP27,441$2.90M0.7%+12.5%0.027%
10/7/2026KFA Private Wealth Group LLC46,876$4.96M1.2%+2.2%0.045%
10/7/2026Investors Research Corp952$101K0.0%+157.3%0.001%
10/5/2026Ridgewood Investments LLC10,910$1.16M0.4%-1.7%0.011%
10/1/2026 Roxbury Financial LLC42,589$4.51M3.5%+2.5%0.041%
9/21/2026Silicon Valley Capital Partners110,067$11.36M1.0%-0.9%0.106%
9/11/2026Smith Chas P & Associates PA Cpas139,495$14.40M0.7%-4.4%0.134%
9/9/2026Sequoia Financial Advisors LLC2,143$221K0.0%-16.8%0.002%
9/9/2026Integrated Wealth Concepts LLC5,246$541K0.0%-5.2%0.005%
9/9/2026NewEdge Advisors LLC28,655$2.96M0.0%-5.4%0.028%
9/9/2026IFP Advisors Inc26,975$2.78M0.1%+1.2%0.026%
9/8/2026Allworth Financial LP663$68K0.0%-69.7%0.001%
8/27/2026Corient Private Wealth LP11,912$1.23M0.0%+1.0%0.011%
8/23/2026Ameritas Advisory Services LLC7,575$782K0.0%+38.1%0.007%
8/23/2026Guardian Wealth Advisors LLC NC85,475$8.82M0.5%-12.0%0.083%
8/22/2026Schuylkill Financial LLC477$49K0.0%N/A0.000%
8/22/2026Compass Financial Management LLC2,022$212K0.0%N/A0.002%
8/22/2026Montgomery Financial Services LLC345$36K0.0%N/A0.000%
8/22/2026TD Waterhouse Canada Inc.3,233$332K0.0%+708.3%0.003%
8/21/2026Continuum Advisory LLC1,603$165K0.0%N/A0.002%
8/21/2026KFA Private Wealth Group LLC45,861$4.73M1.3%+2.4%0.044%
8/21/2026Secure Asset Management LLC37,041$3.82M0.5%N/A0.036%
8/21/2026Investors Research Corp370$38K0.0%N/A0.000%
8/12/2026Compass Financial Management LLC2,022$212K0.0%N/A0.002%
7/10/2026Investors Research Corp370$38K0.0%N/A0.000%
7/10/2026Heck Capital Advisors LLC596,957$61.62M3.7%+1.8%0.576%
7/10/2026LVM Capital Management Ltd. MI2,281$235K0.0%N/A0.002%
7/9/2026Allied Private Wealth LLC510$52K0.0%N/A0.000%
7/9/2026Arista Wealth Management LLC2,340$242K0.0%N/A0.002%
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7/9/2026Yanni & Associates Investment Advisors LLC5,833$602K0.6%-4.9%0.006%
7/9/2026Sax Wealth Advisors LLC2,892$299K0.0%N/A0.003%
7/8/2026First Heartland Consultants Inc.2,461$254K0.0%N/A0.002%
7/8/2026Clark Asset Management LLC11,831$1.22M0.1%+252.3%0.011%
7/7/2026JGP Wealth Management LLC1,940$200K0.0%N/A0.002%
7/7/2026FOCUS Wealth Advisors LLC114,078$11.78M5.5%N/A0.110%
7/7/2026Avior Wealth Management LLC8,045$830K0.0%-4.4%0.008%
7/7/2026Howard Financial Services LTD.2,420$250K0.0%N/A0.002%
7/6/2026jvl associates llc109,689$11.32M3.2%-1.1%0.106%
7/1/2026 Roxbury Financial LLC41,555$4.29M3.4%+3.3%0.041%
6/18/2026Western Wealth Management LLC3,040$258K0.0%+8.6%0.003%
6/16/2026Empowered Funds LLC6,943$590K0.0%+33.0%0.007%
6/3/2026NewEdge Advisors LLC30,299$2.57M0.0%+1.7%0.030%
5/22/2026Coastline Complete Wealth LLC101,306$8.60M5.3%N/A0.100%
5/22/2026Verus Capital Partners LLC6,127$520K0.0%-7.8%0.006%
5/19/2026Western Wealth Management LLC3,040$258K0.0%+8.6%0.003%
5/19/2026Silicon Valley Capital Partners111,089$9.43M0.9%-0.2%0.109%
5/19/2026NewEdge Advisors LLC17,314$1.47M0.0%-41.9%0.017%
5/19/2026Bank of America Corp DE616,562$52.35M0.0%-27.2%0.606%
5/19/2026Arkadios Wealth Advisors26,760$2.27M0.0%+144.5%0.026%
5/18/2026Sunbelt Securities Inc.57,745$4.90M0.3%-15.1%0.057%
5/18/2026Royal Bank of Canada145,571$12.36M0.0%-32.9%0.143%
5/18/2026Empowered Funds LLC6,943$590K0.0%+33.0%0.007%
5/16/2026Quantinno Capital Management LP17,687$1.50M0.0%-2.5%0.017%
5/15/2026Gateway Wealth Partners LLC96,266$8.17M0.3%+131.0%0.095%
5/14/2026RMG Wealth Management LLC890$76K0.0%N/A0.001%
5/14/2026Lido Advisors LLC48,317$4.10M0.0%+45.3%0.048%
5/14/2026B&D White Capital Company LLC53,508$4.54M0.6%+0.4%0.053%
5/13/2026Cetera Investment Advisers137,528$11.68M0.0%+4.3%0.135%
5/13/2026Wealthspire Retirement LLC468,223$39.76M2.4%+6.8%0.460%
5/8/2026PNC Financial Services Group Inc.13,173$1.12M0.0%+3.4%0.013%
5/7/2026Commonwealth Financial Services LLC145,768$12.38M2.0%+6.8%0.143%
5/7/2026Hollencrest Capital Management171,836$14.59M0.5%-0.2%0.169%
5/7/2026Spartan Wealth Advisory Services LLC30,500$2.59M0.2%N/A0.030%
5/6/2026Modera Wealth Management LLC7,846$666K0.0%-1.6%0.008%
5/6/2026Assetmark Inc.803$68K0.0%+27.7%0.001%
5/6/2026Main Street Group LTD985$84K0.0%N/A0.001%
5/6/2026Bessemer Group Inc.38,105$3.24M0.0%+0.8%0.037%
5/5/2026Wealthfront Advisers LLC689,936$58.58M0.1%+0.2%0.678%
5/5/2026Geneos Wealth Management Inc.514$44K0.0%-23.7%0.001%
5/5/2026Sigma Planning Corp80,961$6.87M0.2%+16.4%0.080%
5/4/2026Calamos Wealth Management LLC9,090$772K0.0%+27.0%0.009%
5/4/2026Calamos Advisors LLC9,090$772K0.0%N/A0.009%
5/4/2026Procyon Advisors LLC3,715$315K0.0%N/A0.004%
5/1/2026Fifth Third Bancorp944$80K0.0%+74.2%0.001%
5/1/2026American Trust6,824$579K0.1%+4.0%0.007%
5/1/2026Simplicity Wealth LLC7,935$674K0.0%-2.6%0.008%
5/1/2026Sequoia Financial Advisors LLC2,576$219K0.0%-5.4%0.003%
4/30/2026Accredited Investors Inc.4,550$386K0.0%+2.9%0.004%
4/30/2026Mason & Associates Inc4,242$347K0.1%-2.4%0.004%
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4/30/2026Kestra Advisory Services LLC510,241$43.33M0.2%+21.4%0.503%
4/30/2026Money Concepts Capital Corp47,422$4.03M0.2%+9.5%0.047%
4/29/2026Axxcess Wealth Management LLC40,490$3.44M0.1%-0.7%0.040%
4/29/2026Cvfg LLC22,000$1.87M0.2%-2.6%0.022%
4/28/2026Latitude Advisors LLC4,039$343K0.2%+10.0%0.004%
4/27/2026PFG Investments LLC4,531$385K0.0%+7.1%0.004%
4/27/2026World Investment Advisors4,621$392K0.0%-2.6%0.005%
4/27/2026Private Advisor Group LLC19,981$1.70M0.0%+1.7%0.020%
4/27/2026Prasad Wealth Partners LLC253,916$21.56M5.9%+2.3%0.250%
4/24/2026Root Financial Partners LLC4,028$342K0.0%+9.7%0.004%


ONEQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 397 institutional investors and hedge funds held shares of Fidelity NASDAQ Composite Index ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($123.74M), LPL Financial LLC ($109.81M), FMR LLC ($65.30M), Heck Capital Advisors LLC ($61.62M), Wealthfront Advisers LLC ($58.58M), Fisher Asset Management LLC ($54.61M), and Bank of America Corp DE ($52.35M).Learn more on Fidelity NASDAQ Composite Index ETF's institutional investors.

Of the 343 institutional investors that purchased Fidelity NASDAQ Composite Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heck Capital Advisors LLC ($866.45K), LPL Financial LLC ($397.14K), JPMorgan Chase & Co. ($369.12K), Prasad Wealth Partners LLC ($360.77K), Lebenthal Global Advisors LLC ($348.91K), Northwestern Mutual Wealth Management Co. ($315.95K), and GeoWealth Management LLC ($304.15K).

Institutional investors have bought a total of 3,033,539 shares in the last 24 months. This purchase volume represents approximately $275.85M in transactions.

Of the 141 institutional investors that sold Fidelity NASDAQ Composite Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Two Sigma Investments LP ($314.20K), Bank of America Corp DE ($233.20K), AE Wealth Management LLC ($170.11K), Smith Chas P & Associates PA Cpas ($103.27K), Royal Bank of Canada ($71.48K), Fisher Asset Management LLC ($69.81K), and Commonwealth Equity Services LLC ($65.88K).

Institutional investors have sold a total of 1,818,951 shares in the last 24 months. This volume of shares sold represents approximately $162.31M in transactions.



Institutional ownership data for NASDAQ:ONEQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
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