Free Trial

Fidelity NASDAQ Composite Index ETF (ONEQ) Institutional Ownership

$66.26
+0.50 (+0.76%)
(As of 04:27 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$200.11M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$139.50M
Get ONEQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity NASDAQ Composite Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/16/2024 B. Riley Wealth Advisors Inc.15,032$968K0.0%+18.3%0.016%
5/15/2024 Kestra Advisory Services LLC437,343$28.17M0.2%+13.3%0.461%
5/14/2024 EP Wealth Advisors LLC6,900$444K0.0%+4.5%0.007%
5/14/2024 CreativeOne Wealth LLC3,155$203K0.0%N/A0.003%
5/14/2024 Commonwealth Financial Services LLC147,033$8.71M2.3%-0.3%0.155%
5/11/2024 Beaumont Financial Advisors LLC7,398$476K0.0%+11.7%0.008%
5/10/2024 Osaic Holdings Inc.284,622$18.34M0.0%+4.2%0.300%
5/9/2024 Koshinski Asset Management Inc.4,143$267K0.0%N/A0.004%
5/8/2024 Thoroughbred Financial Services LLC7,113$458K0.0%-32.4%0.007%
5/7/2024 Verus Capital Partners LLC7,493$483K0.1%-17.6%0.008%
5/7/2024 EQ LLC145,982$9.40M5.8%-31.4%0.154%
5/7/2024 Hilltop National Bank21,460$1.38M0.5%N/A0.023%
5/6/2024 Concord Investment Counsel Inc.5,963$384K0.1%N/A0.006%
5/6/2024 Advisory Services Network LLC90,965$5.86M0.1%+5.7%0.096%
5/3/2024 Larson Financial Group LLC1,192$77K0.0%-17.6%0.001%
5/2/2024 Lincoln National Corp80,892$5.21M0.1%+7.3%0.085%
5/2/2024 Hollencrest Capital Management188,633$12.15M0.6%+0.1%0.199%
5/1/2024 Mission Wealth Management LP19,425$1.25M0.0%+225.2%0.020%
4/30/2024 Private Advisor Group LLC22,174$1.43M0.0%-17.2%0.023%
4/30/2024 J.W. Cole Advisors Inc.9,991$643K0.0%-9.9%0.011%
4/30/2024 Hartline Investment Corp3,503$226K0.0%N/A0.004%
4/30/2024 Madison Wealth Partners Inc235,967$15.20M5.5%-0.5%0.249%
4/29/2024Commonwealth Equity Services LLC1,235,872$79.59M0.1%+13.9%1.303%
4/29/2024 Silicon Valley Capital Partners139,484$8.98M1.3%-4.5%0.147%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.15,908$1.02M0.8%-95.5%0.017%
4/26/2024 MONECO Advisors LLC3,785$244K0.0%N/A0.004%
4/25/2024 Smith Chas P & Associates PA Cpas339,890$21.89M1.3%-4.1%0.358%
4/25/2024 Cambridge Investment Research Advisors Inc.149,878$9.65M0.0%+18.2%0.158%
4/24/2024 CENTRAL TRUST Co977$63K0.0%+68.2%0.001%
4/24/2024 Landmark Wealth Management LLC6,370$410K0.2%-6.9%0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.53,695$3.46M0.0%+2.3%0.057%
4/22/2024 PFG Investments LLC3,934$253K0.0%N/A0.004%
4/22/2024 Family Investment Center Inc.3,814$246K0.1%-6.7%0.004%
4/19/2024 Cornerstone Wealth Management LLC60,937$3.92M0.3%-1.0%0.064%
4/19/2024 Kovack Advisors Inc.7,148$460K0.1%-78.8%0.008%
4/19/2024 TCP Asset Management LLC264,924$17.06M4.5%+39.6%0.280%
4/19/2024 Albion Financial Group UT3,625$233K0.0%-31.6%0.004%
4/19/2024 Tradewinds Capital Management LLC7,808$503K0.1%+107.9%0.008%
4/18/2024 Hubbell Strickland Wealth Management LLC29,425$1.89M1.0%+2.9%0.031%
4/18/2024 Blue Zone Wealth Advisors LLC42,650$2.75M0.9%-1.1%0.045%
Warren Buffett's "mystery stock" (Ad)

WARNING: Read This Before the Next Fed Meeting Investors are looking to the Fed with high hopes for interest rate relief. Unfortunately, many have no idea there's another major story unfolding right now, one that could be worth $40 trillion.

This Wall Street millionaire just stepped forward with all the details, and how it could make some
4/16/2024 Hengehold Capital Management LLC3,301$213K0.0%N/A0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC15,720$1.01M0.0%+11.2%0.017%
4/16/2024 Arkansas Financial Group Inc.36,800$2.37M0.4%-1.6%0.039%
4/15/2024 DGS Capital Management LLC3,525$227K0.1%N/A0.004%
4/15/2024 Sunbelt Securities Inc.73,856$4.76M0.5%+20.0%0.078%
4/12/2024 Traynor Capital Management Inc.3,635$234K0.0%N/A0.004%
4/12/2024Lane & Associates LLC14,682$946K0.6%-5.4%0.016%
4/12/2024 Northwest Investment Counselors LLC800$52K0.0%N/A0.001%
4/11/2024 Selective Wealth Management Inc.3,460$220K0.1%N/A0.004%
4/10/2024 Inscription Capital LLC3,780$243K0.1%N/A0.004%
4/10/2024 Ridgewood Investments LLC14,942$962K0.5%+8.2%0.016%
4/10/2024 Grandview Asset Management LLC6,651$428K0.2%+6.2%0.007%
4/8/2024 jvl associates llc120,598$7.77M3.2%-0.5%0.128%
4/1/2024 Global Wealth Strategies & Associates2,300$148K0.1%-10.5%0.002%
3/22/2024 PNC Financial Services Group Inc.5,690$337K0.0%+18.4%0.006%
3/15/2024 B. Riley Wealth Advisors Inc.12,702$753K0.0%-15.5%0.013%
3/5/2024 Fisher Asset Management LLC1,293,999$76.66M0.0%-7.0%1.374%
2/28/2024 EP Wealth Advisors LLC6,600$391K0.0%+17.9%0.007%
2/23/2024 Arkansas Financial Group Inc.37,400$2.22M0.4%+47.5%0.040%
2/17/2024 Madison Wealth Partners Inc237,079$14.05M5.6%+3.6%0.252%
2/15/2024 Guardian Wealth Advisors LLC NC108,901$6.45M1.0%-12.2%0.116%
2/14/2024 Regal Investment Advisors LLC350,406$20.76M1.6%-3.8%0.372%
2/14/2024 Personal CFO Solutions LLC5,029$298K0.1%N/A0.005%
2/14/2024 Harvest Investment Advisors LLC97,187$5.76M4.6%-0.7%0.103%
2/13/2024 Cetera Advisor Networks LLC67,117$3.98M0.0%+3.9%0.071%
2/13/2024 Steward Partners Investment Solutions LLC265,991$15.76M6.6%N/A0.283%
2/12/2024Focus Financial Network Inc. ADV5,157$306K0.0%N/A0.005%
2/12/2024 Parallel Advisors LLC475$28K0.0%-38.6%0.001%
2/12/2024 Analyst IMS Investment Management Services Ltd.506,501$30.01M1.6%-2.1%0.538%
2/9/2024 Advisory Services Network LLC86,063$5.10M0.1%+93.4%0.091%
2/9/2024 Cambridge Investment Research Advisors Inc.126,850$7.52M0.0%+0.9%0.135%
2/9/2024 Divergent Wealth Advisors474,700$28.12M5.9%+0.2%0.504%
2/9/2024 Certified Advisory Corp5,296$314K0.0%N/A0.006%
2/9/2024 UBS Group AG338,089$20.03M0.0%-0.9%0.359%
2/9/2024 PNC Financial Services Group Inc.5,690$337K0.0%+18.4%0.006%
2/8/2024Verity Asset Management Inc.5,687$337K0.2%+8.5%0.006%
2/8/2024 Beacon Pointe Advisors LLC19,594$1.16M0.0%-15.2%0.021%
2/7/2024 Avantax Advisory Services Inc.5,606$332K0.0%N/A0.006%
2/7/2024 EQ LLC212,751$12.60M9.3%N/A0.226%
2/7/2024 Principal Securities Inc.21,216$1.26M0.0%N/A0.023%
2/6/2024 N.E.W. Advisory Services LLC11,347$672K0.1%-2.4%0.012%
2/6/2024 Lincoln National Corp75,418$4.47M0.1%+2.5%0.080%
2/6/2024 Private Advisor Group LLC26,776$1.59M0.0%+2.7%0.028%
2/6/2024 TCG Advisory Services LLC6,800$403K0.0%+36.0%0.007%
2/6/2024Commonwealth Equity Services LLC1,084,884$64.27M0.1%+6.2%1.152%
2/6/2024 Fisher Asset Management LLC1,296,598$76.81M0.0%-6.8%1.377%
2/6/2024 Great Valley Advisor Group Inc.62,162$3.68M0.1%+32.1%0.066%
2/5/2024 Islay Capital Management LLC27,152$1.61M1.2%+28.4%0.029%
2/5/2024 Kestra Private Wealth Services LLC32,365$1.92M0.0%+8.6%0.034%
2/3/2024Cedar Point Capital Partners LLC41,859$2.48M2.1%N/A0.044%
Everybody laughed when he recommended Netflix (Ad)

"This Could be Worth Even More than A.I." Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined.

Click here to see how it could become the No. 1 investment of the next decade.
2/2/2024 Kovack Advisors Inc.33,712$2.00M0.2%-2.3%0.036%
2/2/2024 Atria Wealth Solutions Inc.388,901$23.04M0.3%+4.3%0.413%
2/1/2024 GAMMA Investing LLC1,431$85K0.0%N/A0.002%
2/1/2024 Larson Financial Group LLC1,447$86K0.0%+21.4%0.002%
2/1/2024 Gimbal Financial4,560$270K0.3%N/A0.005%
2/1/2024 GUNN & Co INVESTMENT MANAGEMENT INC.354,382$20.99M1.4%+2,060.5%0.376%
2/1/2024 Sigma Planning Corp26,966$1.60M0.1%-59.3%0.029%
2/1/2024 Tradewinds Capital Management LLC3,756$223K0.1%+91.5%0.004%
2/1/2024 CRA Financial Services LLC30,995$1.84M0.4%-1.3%0.033%
1/31/2024 J.W. Cole Advisors Inc.11,089$657K0.0%+9.3%0.012%
(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, 232 institutional investors and hedge funds held shares of Fidelity NASDAQ Composite Index ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($79.59M), Fisher Asset Management LLC ($76.66M), LPL Financial LLC ($38.91M), FMR LLC ($32.19M), HighTower Advisors LLC ($30.94M), Analyst IMS Investment Management Services Ltd. ($30.01M), and Kestra Advisory Services LLC ($28.17M).Learn more on ONEQ's institutional investors.

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

Of the 201 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 ($663.31K), Focused Wealth Management Inc ($582.99K), EQ LLC ($409.59K), GUNN & Co INVESTMENT MANAGEMENT INC. ($354.38K), David Kennon Inc ($295.15K), and AE Wealth Management LLC ($273.54K).

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

Institutional investors have bought a total of 9,944,668 shares in the last 24 months. This purchase volume represents approximately $752.29M in transactions.

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

Of the 122 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: Focused Wealth Management Inc ($579.98K), Fisher Asset Management LLC ($560.37K), Ullmann Wealth Partners Group LLC ($423.62K), GUNN & Co INVESTMENT MANAGEMENT INC. ($338.47K), Creative Planning ($256.06K), LPL Financial LLC ($198.45K), and FOCUS Wealth Advisors LLC ($160.49K).

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

Institutional investors have sold a total of 4,679,883 shares in the last 24 months. This volume of shares sold represents approximately $332.28M in transactions.


This page (NASDAQ:ONEQ) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners