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Institutional Ownership · SEC Form 13F

Who owns Fidelity Nasdaq Composite Index ETF (ONEQ)


Which tracked institutional funds hold ONEQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ONEQ company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

426
Institutional holders
19M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on ONEQ is one-sided between 2026-Q1 and 2026-Q2: 138 added or opened and 35 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ONEQ’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes ONEQ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ONEQ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 426 tracked filers holding ONEQ, 194 increased or opened the position and 172 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ONEQ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 16

  • Norinchukin Bank, The$134M
  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$12M
  • FOCUS Wealth Advisors, LLC$12M
  • Secure Asset Management, LLC$4M
  • J.W. COLE ADVISORS, INC.$2M
  • KM Capital Management Ltd.$2M

Full exits 24

  • Analyst IMS Investment Management Services Ltd.$42M
  • Thrivent Financial for Lutherans$15M
  • Cambridge Investment Research Advisors, Inc.$15M
  • HighTower Advisors, LLC$13M
  • SMITH CHAS P & ASSOCIATES PA CPAS$12M
  • Silicon Valley Capital Partners$9M

Largest adds

  • FMR LLC$30M
  • Procyon Advisors, LLC$24M
  • LPL Financial LLC$24M
  • COMMONWEALTH EQUITY SERVICES, LLC$21M
  • OSAIC HOLDINGS, INC.$21M
  • EQ LLC$17M

Largest trims

  • TWO SIGMA INVESTMENTS, LP$26M
  • David Kennon Inc$12M
  • LJI Wealth Management, LLC$7M
  • HOLLENCREST CAPITAL MANAGEMENT$7M
  • ROYAL BANK OF CANADA$4M
  • AE Wealth Management LLC$4M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
FMR LLC trimmed1,665,418$172M9.7%2026-Q2
Norinchukin Bank, The new1,298,000$134M7.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,235,916$128M7.2%2026-Q2
LPL Financial LLC added1,197,809$124M7.0%2026-Q2
Wealthfront Advisers LLC added711,227$73M4.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed612,901$63M3.6%2026-Q2
Heck Capital Advisors, LLC added596,957$62M3.5%2026-Q2
Fisher Asset Management, LLC trimmed567,411$59M3.3%2026-Q2
Kestra Advisory Services, LLC added535,717$55M3.1%2026-Q2
Lebenthal Global Advisors, LLC trimmed531,655$55M3.1%2026-Q2
Wealthspire Retirement, LLC trimmed452,346$47M2.6%2026-Q2
MORGAN STANLEY added376,844$39M2.2%2026-Q2
OSAIC HOLDINGS, INC. added336,656$35M2.0%2026-Q2
TCP Asset Management, LLC added308,626$32M1.8%2026-Q2
AMERIPRISE FINANCIAL INC added297,741$31M1.7%2026-Q2
Prasad Wealth Partners, LLC trimmed253,291$26M1.5%2026-Q2
UBS Group AG added244,428$25M1.4%2026-Q2
LJI Wealth Management, LLC trimmed244,076$25M1.4%2026-Q2
Procyon Advisors, LLC added235,512$24M1.4%2026-Q2
EQ LLC added210,859$22M1.2%2026-Q2
Commonwealth Financial Services, LLC added175,131$18M1.0%2026-Q2
JPMORGAN CHASE & CO added164,739$17M0.9%2026-Q2
RAYMOND JAMES FINANCIAL INC added161,862$17M0.9%2026-Q2
JONES FINANCIAL COMPANIES LLLP added154,526$15M0.9%2026-Q2
Cetera Investment Advisers added137,538$14M0.8%2026-Q2
Focus Partners Wealth trimmed118,112$12M0.7%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed116,350$12M0.7%2026-Q2
Steward Partners Investment Advisory, LLC added116,093$12M0.7%2026-Q2
FOCUS Wealth Advisors, LLC new114,078$12M0.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC added110,420$11M0.6%2026-Q2
jvl associates llc trimmed109,689$11M0.6%2026-Q2
WELLS FARGO & COMPANY/MN trimmed108,589$11M0.6%2026-Q2
Mariner, LLC added108,042$11M0.6%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed103,381$11M0.6%2026-Q2
CITADEL ADVISORS LLC added101,314$10M0.6%2026-Q2
Farther Finance Advisors, LLC added94,904$10M0.6%2026-Q2
Harvest Investment Advisors, LLC trimmed90,374$9M0.5%2026-Q2
ARKANSAS FINANCIAL GROUP, INC. trimmed89,482$9M0.5%2026-Q2
Aptus Capital Advisors, LLC trimmed87,690$9M0.5%2026-Q2
GUARDIAN WEALTH ADVISORS, LLC / NC trimmed85,475$9M0.5%2026-Q2
Sigma Planning Corp added81,887$8M0.5%2026-Q2
ROYAL BANK OF CANADA trimmed78,381$8M0.5%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT trimmed77,417$8M0.5%2026-Q2
Portfolio Strategies, Inc. trimmed76,503$8M0.4%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added76,126$8M0.4%2026-Q2
David Kennon Inc trimmed76,041$8M0.4%2026-Q2
Snowden Capital Advisors LLC trimmed75,413$8M0.4%2026-Q2
STIFEL FINANCIAL CORP trimmed74,850$8M0.4%2026-Q2
Creative Planning added72,654$7M0.4%2026-Q2
Spire Wealth Management trimmed67,964$7M0.4%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added65,305$7M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed62,983$7M0.4%2026-Q2
Indivisible Partners added62,543$6M0.4%2026-Q2
Hubbell Strickland Wealth Management, LLC added61,622$6M0.4%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed58,600$6M0.3%2026-Q2
Lineweaver Wealth Advisors, LLC trimmed58,588$6M0.3%2026-Q2
Cornerstone Wealth Management, LLC trimmed54,823$6M0.3%2026-Q2
Prime Capital Investment Advisors, LLC trimmed54,453$6M0.3%2026-Q2
Arax Advisory Partners added53,629$6M0.3%2026-Q2
B&D White Capital Company, LLC trimmed53,460$6M0.3%2026-Q2
Cedar Point Capital Partners, LLC added52,604$5M0.3%2026-Q2
MML INVESTORS SERVICES, LLC added51,382$5M0.3%2026-Q2
Equitable Holdings, Inc. added50,950$5M0.3%2026-Q2
Lido Advisors, LLC added50,568$5M0.3%2026-Q2
MONEY CONCEPTS CAPITAL CORP added49,642$5M0.3%2026-Q2
Gateway Wealth Partners, LLC trimmed48,953$5M0.3%2026-Q2
Moors & Cabot, Inc.48,648$5M0.3%2026-Q2
Keenan, LLC trimmed48,615$5M0.3%2026-Q2
Madison Wealth Partners, Inc trimmed47,044$5M0.3%2026-Q2
Strategic Blueprint, LLC trimmed46,183$5M0.3%2026-Q2
Pinnacle Family Advisors, LLC trimmed45,863$5M0.3%2026-Q2
KFA Private Wealth Group, LLC added45,861$5M0.3%2026-Q2
AssuredPartners Investment Advisors, LLC added45,808$5M0.3%2026-Q2
Pacific Capital Wealth Advisors, Inc. trimmed45,136$5M0.3%2026-Q2
Bawa N Mallick Trust43,000$4M0.3%2026-Q2
PRINCIPAL SECURITIES, INC. added41,723$4M0.2%2026-Q2
Roxbury Financial LLC added41,555$4M0.2%2026-Q2
Focused Wealth Management, Inc trimmed39,718$4M0.2%2026-Q2
Summit Financial, LLC added39,506$4M0.2%2026-Q2
Blue Zone Wealth Advisors, LLC added39,205$4M0.2%2026-Q2
Migdal Insurance & Financial Holdings Ltd. trimmed38,389$4M0.2%2026-Q2
Baird Financial Group, Inc.37,417$4M0.2%2026-Q2
Secure Asset Management, LLC added37,041$4M0.2%2026-Q2
Texas Yale Capital Corp.37,000$4M0.2%2026-Q2
GOLDMAN SACHS GROUP INC added36,377$4M0.2%2026-Q2
OneDigital Investment Advisors LLC trimmed36,330$4M0.2%2026-Q2
Capital Investment Advisory Services, LLC trimmed36,319$4M0.2%2026-Q2
Smartleaf Asset Management LLC35,529$4M0.2%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC trimmed34,845$4M0.2%2026-Q2
Arkadios Wealth Advisors added33,319$3M0.2%2026-Q2
Patriot Financial Group Insurance Agency, LLC trimmed31,109$3M0.2%2026-Q2
Spartan Wealth Advisory Services LLC30,500$3M0.2%2026-Q2
Trevian Wealth Management LLC29,976$3M0.2%2026-Q2
Advisory Services Network, LLC trimmed29,153$3M0.2%2026-Q2
NewEdge Advisors, LLC added28,655$3M0.2%2026-Q2
CRA Financial Services, LLC trimmed28,399$3M0.2%2026-Q2
Variant Private Wealth, LLC trimmed27,963$3M0.2%2026-Q2
IFP Advisors, Inc added26,975$3M0.2%2026-Q2
Cerity Partners LLC added26,782$3M0.2%2026-Q2
PKS Advisory Services, LLC added26,192$3M0.2%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership