ONEQ Institutional Ownership
Fidelity Nasdaq Composite Index ETF
1W: +0.5%
1M: +3.7%
3M: +4.1%
YTD: +17.2%
1Y: +19.9%
3Y: +111.2%
5Y: +89.3%
$107.11
+1.21 (+1.14%)
Weekly Expected Move ±2.0%
$103
$105
$107
$109
$111
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ONEQ
468
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
79
New Positions
123
Increased
156
Reduced
23
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (498 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 1,665,418 | $178M | -7,691 | -0.5% | 67Q | SEC ↗ |
| 2 | Norinchukin Bank, The NEW | 1,298,000 | $139M | — | +0.0% | 1Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 1,235,916 | $132M | -15,875 | -1.3% | 35Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,197,809 | $128M | +23,393 | +2.0% | 54Q | SEC ↗ |
| 5 | Wealthfront Advisers LLC | 711,227 | $76M | +21,291 | +3.1% | 21Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 612,901 | $66M | -3,661 | -0.6% | 15Q | SEC ↗ |
| 7 | Heck Capital Advisors, LLC | 596,957 | $64M | +10,295 | +1.8% | 9Q | SEC ↗ |
| 8 | Fisher Asset Management, LLC | 567,411 | $61M | -21,348 | -3.6% | 37Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 535,717 | $57M | +25,476 | +5.0% | 24Q | SEC ↗ |
| 10 | Lebenthal Global Advisors, LLC | 531,655 | $57M | -12,647 | -2.3% | 8Q | SEC ↗ |
| 11 | Analyst IMS Investment Management Serv | 498,898 | $53M | -235 | -0.0% | 30Q | SEC ↗ |
| 12 | Wealthspire Retirement, LLC | 452,346 | $48M | -15,877 | -3.4% | 10Q | SEC ↗ |
| 13 | MORGAN STANLEY | 376,844 | $40M | +27,827 | +8.0% | 60Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 336,656 | $36M | +171,485 | +103.8% | 26Q | SEC ↗ |
| 15 | TCP Asset Management, LLC | 308,626 | $33M | +6,642 | +2.2% | 15Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 297,741 | $32M | +12,625 | +4.4% | 16Q | SEC ↗ |
| 17 | Prasad Wealth Partners, LLC | 253,291 | $27M | -625 | -0.2% | 7Q | SEC ↗ |
| 18 | UBS Group AG | 244,428 | $26M | +8,436 | +3.6% | 47Q | SEC ↗ |
| 19 | LJI Wealth Management, LLC | 244,076 | $26M | -139,240 | -36.3% | 15Q | SEC ↗ |
| 20 | Procyon Advisors, LLC | 235,512 | $25M | +231,797 | +6239.5% | 2Q | SEC ↗ |
| 21 | EQ LLC | 210,859 | $23M | +150,579 | +249.8% | 5Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 193,356 | $21M | +20,252 | +11.7% | 21Q | SEC ↗ |
| 23 | Commonwealth Financial Services, LLC | 175,131 | $19M | +29,363 | +20.1% | 12Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 164,739 | $18M | +45,138 | +37.7% | 15Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 161,862 | $17M | +29,960 | +22.7% | 7Q | SEC ↗ |
| 26 | Thrivent Financial for Lutherans | 157,168 | $17M | -15,996 | -9.2% | 4Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 154,526 | $17M | +24,753 | +19.1% | 10Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 143,803 | $15M | -7,987 | -5.3% | 44Q | SEC ↗ |
| 29 | SMITH CHAS P & ASSOCIATES PA CPAS | 139,495 | $15M | -6,445 | -4.4% | 42Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 137,538 | $15M | +10 | +0.0% | 22Q | SEC ↗ |
| 31 | Focus Partners Wealth | 118,112 | $13M | -2 | -0.0% | 10Q | SEC ↗ |
| 32 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 116,350 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Steward Partners Investment Advisory, | 116,093 | $12M | +76,515 | +193.3% | 29Q | SEC ↗ |
| 34 | FOCUS Wealth Advisors, LLC NEW | 114,078 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 35 | AQR CAPITAL MANAGEMENT LLC | 110,420 | $12M | +38,269 | +53.0% | 6Q | SEC ↗ |
| 36 | Silicon Valley Capital Partners | 110,067 | $12M | -1,022 | -0.9% | 42Q | SEC ↗ |
| 37 | jvl associates llc | 109,689 | $12M | -1,211 | -1.1% | 16Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 108,589 | $12M | -6,115 | -5.3% | 60Q | SEC ↗ |
| 39 | Mariner, LLC | 108,042 | $12M | +5,103 | +5.0% | 20Q | SEC ↗ |
| 40 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 103,381 | $11M | -3,925 | -3.7% | 12Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 101,314 | $11M | +83,278 | +461.7% | 2Q | SEC ↗ |
| 42 | Coastline Complete Wealth LLC NEW | 101,306 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 94,904 | $10M | +90,567 | +2088.2% | 12Q | SEC ↗ |
| 44 | Harvest Investment Advisors, LLC | 90,374 | $10M | -1,125 | -1.2% | 15Q | SEC ↗ |
| 45 | ARKANSAS FINANCIAL GROUP, INC. | 89,482 | $10M | -6,286 | -6.6% | 15Q | SEC ↗ |
| 46 | Aptus Capital Advisors, LLC | 87,690 | $9M | -11,637 | -11.7% | 12Q | SEC ↗ |
| 47 | GUARDIAN WEALTH ADVISORS, LLC / NC | 85,475 | $9M | -11,701 | -12.0% | 12Q | SEC ↗ |
| 48 | Sigma Planning Corp | 81,887 | $9M | +926 | +1.1% | 47Q | SEC ↗ |
| 49 | ROYAL BANK OF CANADA | 78,381 | $8M | -67,190 | -46.2% | 44Q | SEC ↗ |
| 50 | HOLLENCREST CAPITAL MANAGEMENT | 77,417 | $8M | -94,419 | -54.9% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Norinchukin Bank, The | 1,298,000 | $139M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 116,350 | $12M |
| FOCUS Wealth Advisors, LLC | 114,078 | $12M |
| Coastline Complete Wealth LLC | 101,306 | $11M |
| Secure Asset Management, LLC | 37,041 | $4M |
| J.W. COLE ADVISORS, INC. | 20,083 | $2M |
| KM Capital Management Ltd. | 18,720 | $2M |
| Lloyd Advisory Services, LLC. | 15,674 | $2M |
| Fortune Financial Group, Inc. | 14,840 | $2M |
| NATIXIS ADVISORS, LLC | 10,071 | $1M |
| BASSO CAPITAL MANAGEMENT, L.P. | 9,910 | $1M |
| GTS SECURITIES LLC | 9,793 | $1M |
| Global Retirement Partners, LLC | 9,103 | $975K |
| RWA WEALTH PARTNERS, LLC | 8,933 | $957K |
| Vontobel Holding Ltd. | 8,327 | $892K |
| Pacific Point Advisors, LLC | 7,730 | $828K |
| Hershey Financial Advisers, LLC | 5,172 | $554K |
| Ballentine Partners, LLC | 4,739 | $508K |
| Gimbal Financial | 4,370 | $468K |
| Cambria Investment Management, L.P. | 4,210 | $451K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 78,530 | $8M |
| Independent Advisor Alliance | 69,816 | $7M |
| Oasis Advisors, LLC | 45,661 | $5M |
| Destiny Wealth Partners, LLC | 22,850 | $2M |
| NEUBERGER BERMAN GROUP LLC | 18,214 | $2M |
| WCG Wealth Advisors LLC | 12,620 | $1M |
| HRT FINANCIAL LP | 11,757 | $1M |
| Canvas Wealth Advisors, LLC | 10,970 | $1M |
| TRUE Private Wealth Advisors | 10,251 | $1M |
| Calamos Advisors LLC | 9,090 | $974K |
| American Trust | 6,824 | $731K |
| CALTON & ASSOCIATES, INC. | 5,620 | $602K |
| Vanguard Personalized Indexing Mana | 5,529 | $592K |
| TWO SIGMA SECURITIES, LLC | 5,488 | $588K |
| RENAISSANCE TECHNOLOGIES LLC | 5,300 | $568K |
| Sarver Vrooman Wealth Advisors | 5,027 | $538K |
| BURNEY CO | 4,820 | $516K |
| First Bank & Trust | 4,601 | $493K |
| SILVERCREST ASSET MANAGEMENT GROUP | 4,050 | $434K |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,036 | $432K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Procyon Advisors, LLC | +231,797 | +6239.5% | 235,512 |
| OSAIC HOLDINGS, INC. | +171,485 | +103.8% | 336,656 |
| EQ LLC | +150,579 | +249.8% | 210,859 |
| Farther Finance Advisors, LLC | +90,567 | +2088.2% | 94,904 |
| CITADEL ADVISORS LLC | +83,278 | +461.7% | 101,314 |
| Steward Partners Investment Advisor | +76,515 | +193.3% | 116,093 |
| Indivisible Partners | +52,430 | +518.4% | 62,543 |
| Arax Advisory Partners | +52,069 | +3337.8% | 53,629 |
| JPMORGAN CHASE & CO | +45,138 | +37.7% | 164,739 |
| AQR CAPITAL MANAGEMENT LLC | +38,269 | +53.0% | 110,420 |
| GOLDMAN SACHS GROUP INC | +32,449 | +826.1% | 36,377 |
| RAYMOND JAMES FINANCIAL INC | +29,960 | +22.7% | 161,862 |
| Commonwealth Financial Services, LL | +29,363 | +20.1% | 175,131 |
| MORGAN STANLEY | +27,827 | +8.0% | 376,844 |
| Kestra Advisory Services, LLC | +25,476 | +5.0% | 535,717 |
| JONES FINANCIAL COMPANIES LLLP | +24,753 | +19.1% | 154,526 |
| LPL Financial LLC | +23,393 | +2.0% | 1,197,809 |
| SILVER OAK SECURITIES, INCORPORATED | +21,666 | +608.9% | 25,224 |
| Wealthfront Advisers LLC | +21,291 | +3.1% | 711,227 |
| Cambridge Investment Research Advis | +20,252 | +11.7% | 193,356 |