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Fidelity NASDAQ Composite Index ETF (ONEQ) Institutional Ownership

Fidelity NASDAQ Composite Index ETF logo
$102.88 +1.22 (+1.20%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity NASDAQ Composite Index ETF (NASDAQ:ONEQ)

Number of
Institutional Buyers
(last 12 months)
236
Total
Institutional Inflows
(last 12 months)
$379.09M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$214.46M
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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
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%
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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%
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%
4/24/2026Essex Financial Services Inc.2,550$217K0.0%+9.4%0.003%
4/22/2026Patriot Financial Group Insurance Agency LLC55,032$4.67M0.3%+137.7%0.054%
4/21/2026Silver Oak Securities Incorporated3,558$302K0.0%+32.6%0.004%
4/20/2026Kestra Private Wealth Services LLC24,987$2.12M0.0%-9.5%0.025%
4/20/2026Higgins & Schmidt Wealth Strategies LLC18,019$1.53M0.7%-3.6%0.018%
4/20/2026KFA Private Wealth Group LLC44,797$3.80M0.9%+208.3%0.044%
4/20/2026Focused Wealth Management Inc40,568$3.45M0.4%+0.3%0.040%
4/17/2026Certified Advisory Corp4,244$360K0.0%-20.5%0.004%
4/17/2026Paragon Capital Management Inc.10,498$891K0.8%+3.4%0.010%
4/17/2026 Roxbury Financial LLC40,212$3.41M3.1%+2.4%0.040%
4/17/2026Brookstone Capital Management11,246$955K0.0%+13.9%0.011%
4/17/2026jvl associates llc110,900$9.42M3.2%-2.8%0.109%
3/13/2026World Investment Advisors4,745$434K0.0%N/A0.005%
3/12/2026Nalls Sherbakoff Group LLC800$73K0.1%N/A0.001%
3/9/2026Corient Private Wealth LLC16,376$1.50M0.0%+23.0%0.016%
3/4/2026Keenan LLC66,541$6.08M5.3%N/A0.065%
2/20/2026SB Capital Management Inc2,550$233K0.1%N/A0.003%
2/20/2026Sunbelt Securities Inc.68,018$6.22M0.4%+6.1%0.067%
2/19/2026Axxcess Wealth Management LLC40,792$3.73M0.0%-1.1%0.040%
2/19/2026Corient Private Wealth LLC86,034$7.86M0.0%+546.4%0.085%
2/18/2026Mercer Global Advisors Inc. ADV44,023$4.02M0.0%+59.5%0.043%
2/18/2026Wealthspire Retirement LLC438,514$40.08M2.4%-3.5%0.432%
2/18/2026Beacon Pointe Advisors LLC15,794$1.44M0.0%-12.6%0.016%
2/18/2026EP Wealth Advisors LLC11,921$1.09M0.0%N/A0.012%
2/18/2026NewEdge Advisors LLC29,797$2.72M0.0%-12.7%0.029%
2/18/2026Hershey Financial Advisers LLC12,424$1.14M1.0%+132.2%0.012%
2/18/2026Empowered Funds LLC5,222$477K0.0%N/A0.005%
2/18/2026Zacks Investment Management3,378$309K0.0%-21.0%0.003%
2/18/2026Align Financial LLC271,275$27.13M0.1%N/A0.267%
2/18/2026American Trust6,560$600K0.1%+5.2%0.006%
2/17/2026AQR Capital Management LLC18,872$1.73M0.0%+195.2%0.019%
2/17/2026Cetera Investment Advisers131,892$12.06M0.0%+8.8%0.130%
2/17/2026Prosperity Bancshares Inc400$37K0.0%N/A0.000%
2/17/2026Equitable Holdings Inc.45,503$4.16M0.0%+1.4%0.045%
2/17/2026Kovack Advisors Inc.5,587$511K0.0%+31.0%0.005%
2/17/2026Regal Investment Advisors LLC10,694$977K0.1%-4.6%0.011%
2/17/2026Osaic Holdings Inc.304,001$27.82M0.0%-3.5%0.299%
2/17/2026Advisory Services Network LLC33,326$3.05M0.0%-0.5%0.033%
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2/17/2026KM Capital Management Ltd.27,564$2.52M1.3%-41.7%0.027%
2/17/2026Guardian Wealth Advisors LLC NC103,918$9.50M0.6%-3.0%0.102%
2/17/2026Harvest Investment Advisors LLC82,214$7.51M4.3%N/A0.081%
2/17/2026Captrust Financial Advisors7,509$686K0.0%-45.4%0.007%
2/17/2026&PARTNERS8,356$764K0.0%+163.0%0.008%
2/17/2026Blair William & Co. IL5,748$525K0.0%+2.8%0.006%
2/17/2026Royal Bank of Canada217,050$19.84M0.0%+55.5%0.214%
2/17/2026Islay Capital Management LLC16,721$1.53M0.9%+10.7%0.016%
2/16/2026MML Investors Services LLC39,721$3.63M0.0%+20.1%0.039%
2/16/2026Mariner LLC96,008$8.78M0.0%+0.4%0.094%


ONEQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 391 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), Wealthfront Advisers LLC ($58.58M), Fisher Asset Management LLC ($54.61M), Heck Capital Advisors LLC ($54.25M), and Bank of America Corp DE ($52.35M).Learn more on Fidelity NASDAQ Composite Index ETF's institutional investors.

Of the 338 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 ($856.16K), LPL Financial LLC ($426.24K), Elevation Capital Advisory LLC ($402.86K), JPMorgan Chase & Co. ($369.12K), Prasad Wealth Partners LLC ($360.77K), Lebenthal Global Advisors LLC ($348.91K), and Commonwealth Equity Services LLC ($341.89K).

Institutional investors have bought a total of 4,386,038 shares in the last 24 months. This purchase volume represents approximately $379.09M in transactions.

Of the 169 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), JPMorgan Chase & Co. ($264.93K), Bank of America Corp DE ($233.20K), AE Wealth Management LLC ($170.11K), Smith Chas P & Associates PA Cpas ($140.40K), Prasad Wealth Partners LLC ($123.18K), and Fisher Asset Management LLC ($108.78K).

Institutional investors have sold a total of 2,478,242 shares in the last 24 months. This volume of shares sold represents approximately $214.46M in transactions.



This page (NASDAQ:ONEQ) was last updated on 7/6/2026 by MarketBeat.com Staff.
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