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Fidelity NASDAQ Composite Index ETF (ONEQ) Institutional Ownership

Fidelity NASDAQ Composite Index ETF logo
$71.67
-0.20 (-0.28%)
(As of 12:38 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$201.35M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$114.58M
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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
11/4/2024Tyler Stone Wealth Management3,100$222K0.0%+100.0%0.003%
11/4/2024Baker Avenue Asset Management LP3,777$270K0.0%+6.1%0.004%
11/4/2024Sigma Planning Corp59,809$4.28M0.1%-1.0%0.062%
11/1/2024Beckerman Institutional LLC24,415$1.75M1.5%N/A0.025%
11/1/2024Hollencrest Capital Management180,755$12.94M0.5%-4.2%0.188%
11/1/2024 Verity Asset Management Inc.14,016$1.00M0.4%+8.5%0.015%
10/30/2024 Maia Wealth LLC2,770$198K0.0%N/A0.003%
10/30/2024 Focused Wealth Management Inc4,941$354K0.0%N/A0.005%
10/30/2024 Divergent Wealth Advisors450,496$32.26M5.9%-0.4%0.468%
10/30/2024 Landmark Wealth Management LLC6,149$440K0.2%N/A0.006%
10/30/2024 Silicon Valley Capital Partners132,224$9.47M1.2%-5.1%0.137%
10/29/2024 Cedar Point Capital Partners LLC43,039$3.08M2.1%-0.5%0.045%
10/29/2024 Farther Finance Advisors LLC3,692$264K0.0%+1,774.1%0.004%
10/28/2024 Lebenthal Global Advisors LLC3,666$262K0.1%N/A0.004%
10/28/2024 Focus Financial Network Inc.4,265$305K0.0%-16.9%0.004%
10/25/2024 SteelPeak Wealth LLC9,799$702K0.0%+3.3%0.010%
10/25/2024 Gimbal Financial83,239$6.04M3.9%-34.8%0.087%
10/25/2024 Gateway Wealth Partners LLC43,819$3.14M0.9%+330.8%0.046%
10/24/2024 TCP Asset Management LLC285,860$20.47M4.7%+5.4%0.297%
10/24/2024 Inscription Capital LLC10,982$786K0.1%+108.0%0.011%
10/24/2024 J.W. Cole Advisors Inc.25,018$1.79M0.1%+45.0%0.026%
10/24/2024 Wealth Enhancement Advisory Services LLC14,591$1.05M0.0%-6.5%0.015%
10/24/2024 PFG Investments LLC3,544$254K0.0%-9.9%0.004%
10/23/2024 Allworth Financial LP6,647$476K0.0%+2,389.5%0.007%
10/23/2024 HWG Holdings LP16,520$1.18M0.4%+6.5%0.017%
10/23/2024 Silver Oak Securities Incorporated24,463$1.75M0.2%-31.2%0.025%
10/23/2024 Moody Lynn & Lieberson LLC2,816$202K0.0%N/A0.003%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV3,299$236K0.1%-12.8%0.003%
10/23/2024 Commonwealth Financial Services LLC150,994$10.65M2.1%-1.8%0.157%
10/23/2024 CENTRAL TRUST Co581$42K0.0%-40.5%0.001%
10/23/2024 GUNN & Co INVESTMENT MANAGEMENT INC.14,614$1.05M0.7%-95.7%0.015%
10/23/2024 Brighton Jones LLC2,964$212K0.0%-45.9%0.003%
10/22/2024 International Assets Investment Management LLC70,731$50.64M0.0%+7,059.0%0.074%
10/22/2024 David Kennon Inc250,215$17.92M7.1%+0.5%0.260%
10/22/2024 Private Advisor Group LLC22,687$1.62M0.0%-25.1%0.024%
10/22/2024 Leo Wealth LLC3,387$243K0.0%N/A0.004%
10/22/2024 Eastern Bank2,757$197K0.0%N/A0.003%
10/21/2024 Northwest Investment Counselors LLC800$57K0.0%N/A0.001%
10/18/2024Commonwealth Equity Services LLC1,124,821$80.54M0.1%-12.3%1.170%
10/16/2024 Kowal Investment Group LLC14,009$1.00M0.2%N/A0.015%
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10/16/2024 Cornerstone Wealth Management LLC63,047$4.51M0.3%-0.5%0.066%
10/16/2024 Paragon Capital Management Inc.10,935$783K0.6%+1.5%0.011%
10/16/2024 Vontobel Holding Ltd.4,913$352K0.0%-51.1%0.005%
10/15/2024 First United Bank & Trust16,550$1.19M0.4%-21.8%0.017%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.931$67K0.0%+72.4%0.001%
10/11/2024 Smith Chas P & Associates PA Cpas312,156$22.35M1.3%-7.2%0.325%
10/10/2024 Sound Income Strategies LLC2,582$185K0.0%N/A0.003%
10/10/2024 CRA Financial Services LLC28,398$2.03M0.4%-4.5%0.030%
10/8/2024 Blue Zone Wealth Advisors LLC39,935$2.86M0.9%-3.6%0.041%
10/8/2024 Mather Group LLC.10,303$738K0.0%-5.3%0.011%
10/5/2024 Ridgewood Investments LLC14,059$1.01M0.5%-6.2%0.015%
10/5/2024 Arkansas Financial Group Inc.45,111$3.23M0.5%+11.2%0.047%
10/4/2024 jvl associates llc102,946$7.37M2.8%-12.5%0.106%
10/2/2024 Dentgroup LLC3,986$285K0.2%N/A0.004%
9/5/2024Sanctuary Advisors LLC6,612$462K0.0%N/A0.007%
8/22/2024Cetera Investment Advisers114,037$7.98M0.0%+37.4%0.118%
8/19/2024 HWG Holdings LP15,517$1.09M0.4%N/A0.016%
8/19/2024Hershey Financial Advisers LLC10,430$729K0.7%N/A0.011%
8/19/2024EP Wealth Advisors LLC7,488$524K0.0%+8.5%0.008%
8/19/2024B. Riley Wealth Advisors Inc.12,534$876K0.0%-16.6%0.013%
8/16/2024 Gateway Wealth Partners LLC10,172$711K0.2%+6.8%0.010%
8/16/2024Regal Investment Advisors LLC357,693$25.01M1.6%+0.6%0.369%
8/16/2024Northwestern Mutual Wealth Management Co.15,467$1.08M0.0%-4.4%0.016%
8/16/2024NewEdge Advisors LLC21,684$1.52M0.0%-8.9%0.022%
8/16/2024Elevation Capital Advisory LLC152,877$10.69M4.9%N/A0.158%
8/16/2024 Creative Planning21,319$1.49M0.0%+6.7%0.022%
8/15/2024Oliver Lagore Vanvalin Investment Group71,274$4.98M1.4%+5.1%0.074%
8/14/2024Marshall Wace LLP14,659$1.03M0.0%-73.3%0.015%
8/14/2024Certified Advisory Corp5,260$368K0.0%N/A0.005%
8/14/2024 Commonwealth Financial Services LLC153,696$11.15M2.3%+4.5%0.159%
8/13/2024Thrivent Financial for Lutherans181,060$12.66M0.0%+0.7%0.187%
8/13/2024AE Wealth Management LLC270,419$18.91M0.2%+45.9%0.279%
8/12/2024LJI Wealth Management LLC367,480$25.70M5.7%+2.5%0.379%
8/12/2024Blair William & Co. IL3,099$217K0.0%N/A0.003%
8/12/2024Mercer Global Advisors Inc. ADV18,214$1.27M0.0%-6.3%0.019%
8/10/2024 Madison Wealth Partners Inc241,528$16.89M5.8%+2.4%0.249%
8/9/2024Moors & Cabot Inc.16,656$1.17M0.1%+60.2%0.017%
8/9/2024Renaissance Technologies LLC25,900$1.81M0.0%+30.8%0.027%
8/9/2024Prime Capital Investment Advisors LLC56,730$3.97M0.1%-0.7%0.059%
8/8/2024 J.W. Cole Advisors Inc.17,258$1.21M0.1%+72.7%0.018%
8/8/2024Envestnet Asset Management Inc.32,860$2.30M0.0%+11.2%0.034%
8/8/2024Thoroughbred Financial Services LLC8,392$586K0.0%+18.0%0.009%
8/8/2024LPL Financial LLC764,461$53.46M0.0%+4.0%0.789%
8/8/2024SP Asset Management LLC2,970$208K0.0%N/A0.003%
8/7/2024Lane & Associates LLC14,518$1.02M0.6%-1.1%0.015%
8/7/2024Choreo LLC2,930$206K0.0%N/A0.003%
8/6/2024Strategic Financial Concepts LLC5,725$400K0.0%-2.7%0.006%
8/6/2024 Lloyd Advisory Services LLC.23,987$1.68M0.8%N/A0.025%
8/5/2024 Private Advisor Group LLC30,288$2.12M0.0%+36.6%0.031%
8/5/2024 Defined Wealth Management LLC22,307$1.56M1.1%-1.4%0.023%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
8/5/2024 N.E.W. Advisory Services LLC9,850$689K0.1%-16.5%0.010%
8/2/2024 Foundations Investment Advisors LLC20,654$1.44M0.0%N/A0.021%
8/1/2024Verus Capital Partners LLC8,179$572K0.1%+9.2%0.008%
8/1/2024Financial Counselors Inc.3,382$237K0.0%N/A0.003%
7/31/2024Aptus Capital Advisors LLC111,359$7.79M0.1%+0.2%0.115%
7/31/2024Commonwealth Equity Services LLC1,282,903$89.71M0.1%+3.8%1.325%
7/30/2024 International Assets Investment Management LLC988$69K0.0%N/A0.001%
7/30/2024KCM Investment Advisors LLC9,967$697K0.0%N/A0.010%
7/29/2024 Smith Chas P & Associates PA Cpas336,278$23.52M1.4%-1.1%0.347%
7/29/2024 Ameritas Advisory Services LLC7,383$516K0.0%-2.4%0.008%
(Data available from 1/1/2016 forward)

ONEQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ONEQ shares?

During the previous two years, 255 institutional investors and hedge funds held shares of Fidelity NASDAQ Composite Index ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($80.54M), Fisher Asset Management LLC ($76.66M), LPL Financial LLC ($53.46M), International Assets Investment Management LLC ($50.64M), Divergent Wealth Advisors ($32.26M), FMR LLC ($32.19M), and HighTower Advisors LLC ($30.94M).Learn more on ONEQ's institutional investors.

Which institutional investors have been buying Fidelity NASDAQ Composite Index ETF stock?

Of the 220 institutional investors that purchased Fidelity NASDAQ Composite Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($1.91M), Commonwealth Equity Services LLC ($507.16K), EQ LLC ($412.47K), GUNN & Co INVESTMENT MANAGEMENT INC. ($354.38K), David Kennon Inc ($298.05K), TCP Asset Management LLC ($268.15K), and Steward Partners Investment Solutions LLC ($265.99K).

How much institutional buying is happening at Fidelity NASDAQ Composite Index ETF?

Institutional investors have bought a total of 9,005,117 shares in the last 24 months. This purchase volume represents approximately $656.37M in transactions.

Which Fidelity NASDAQ Composite Index ETF major shareholders have been selling company stock?

Of the 128 institutional investors that sold Fidelity NASDAQ Composite Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GUNN & Co INVESTMENT MANAGEMENT INC. ($660.14K), Focused Wealth Management Inc ($579.98K), Fisher Asset Management LLC ($560.37K), Ullmann Wealth Partners Group LLC ($423.62K), Creative Planning ($250.23K), Commonwealth Equity Services LLC ($199.52K), and LPL Financial LLC ($198.45K).

How much institutional selling is happening at Fidelity NASDAQ Composite Index ETF?

Institutional investors have sold a total of 4,730,624 shares in the last 24 months. This volume of shares sold represents approximately $325.03M in transactions.



This page (NASDAQ:ONEQ) was last updated on 11/4/2024 by MarketBeat.com Staff
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