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Disclosery

ONEQ FIDELITY COMWLTH TR

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COM (fund)

435 managers (441 13F filers) reported a position in ONEQ shares at 2026-06-30, 20,071,277 shares in all. 71 filers opened a position and 24 filers sold out during the quarter.

Managers
435
13F filers
441
New
71
Added
123
Reduced
131
Sold out
24
Shares held by filers
20,071,277

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC1,665,418$172M0.01%-7,69113F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The1,298,000$134M1.3%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,235,916$128M0.16%-15,87513F-HRTimeline
LPL Financial LLC1,197,809$124M0.03%+23,39313F-HRTimeline
Wealthfront Advisers LLC711,227$73.4M0.14%+21,29113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/612,901$63.3M<0.01%-3,66113F-HRTimelineGroup
Heck Capital Advisors, LLC596,957$61.6M3.68%+10,29513F-HRTimeline
Fisher Asset Management, LLC567,411$58.6M0.02%-21,34813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding560,417$57.8M+25,189Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC531,655$54.9M7.4%-12,64713F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…498,898$51.5M1.2%-23513F-HRTimelineGroup
Wealthspire Retirement, LLC452,346$46.8M2.57%-15,87713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY376,844$38.9M<0.01%+27,82713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.336,656$34.8M0.04%+171,48513F-HRTimelineGroup
TCP Asset Management, LLC308,626$31.9M3.61%+6,64213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC297,741$30.7M0.01%+12,62513F-HRTimelineGroup
Prasad Wealth Partners, LLC253,291$26.1M6.29%-62513F-HRTimeline
UBS Group AGgroup of 2 filers holding245,060$25.3M+8,436Timeline
LJI Wealth Management, LLC244,076$25.2M3.53%-139,24013F-HRTimeline
Procyon Advisors, LLC235,512$24.3M1.05%+231,79713F-HRTimeline
EQ LLC210,859$21.8M5.34%+150,57913F-HRTimeline
Cambridge Investment Research Advisors,…193,356$20M0.04%+20,25213F-HR/ATimeline
Commonwealth Financial Services, LLC175,131$18.1M2.43%+29,36313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO164,739$16.7M<0.01%+45,13813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC161,862$16.7M<0.01%+29,96013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…157,168$16.2M0.03%-15,99613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP154,526$15.4M0.01%+24,75313F-HRTimelineGroup
HighTower Advisors, LLC143,803$14.8M0.01%-7,98713F-HRTimeline
Cetera Investment Advisers137,538$14.2M0.01%+1013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding120,098$12.4M+1,984Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …116,350$12M0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…116,093$12M0.06%+76,51513F-HRTimeline
FOCUS Wealth Advisors, LLC114,078$11.8M5.46%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC110,420$11.4M<0.01%+38,26913F-HRTimelineGroup
jvl associates llc109,689$11.3M3.21%-1,21113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,589$11.2M<0.01%-6,11513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC108,042$11.2M0.01%+5,10313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,381$10.7M0.02%-3,92513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC101,314$10.5M0.01%+83,27813F-HRTimelineGroup
Farther Finance Advisors, LLC94,904$9.8M0.08%+90,56713F-HRTimeline
Harvest Investment Advisors, LLC90,374$9.33M4.63%-1,12513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.89,482$9.24M1.2%-6,28613F-HRTimeline
Aptus Capital Advisors, LLC87,690$9.05M0.07%-11,63713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC85,475$8.82M0.5%-11,70113F-HRTimeline
Sigma Planning Corp81,887$8.45M0.21%+92613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA78,381$8.09M<0.01%-67,19013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT77,417$7.99M0.52%-94,41913F-HRTimeline
Portfolio Strategies, Inc.76,503$7.9M0.77%-62113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…76,126$7.86M<0.01%+7,45413F-HRTimelineGroup
David Kennon Inc76,041$7.85M2.59%-158,63513F-HRTimeline
Snowden Capital Advisors LLC75,413$7.78M0.18%-2,19113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP74,850$7.73M0.01%-1,60313F-HRTimelineGroup
Creative Planningin group Creative Planning72,654$7.5M<0.01%+6,17413F-HRTimelineGroup
Ayalon Insurance Comp Ltd.69,810$7.21M0.88%+10,00013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67,964$7.02M0.21%-2,08613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV65,305$6.74M0.01%+14,47013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,983$6.5M<0.01%-46,55313F-HRTimelineGroup
Indivisible Partners62,543$6.46M0.36%+52,43013F-HRTimeline
Hubbell Strickland Wealth Management, L…61,622$6.36M2.3%+28113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP58,600$6.05M<0.01%-317,60013F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC58,588$6.05M0.72%-69113F-HRTimeline
Cornerstone Wealth Management, LLC54,823$5.66M0.24%-2,03013F-HRTimeline
Prime Capital Investment Advisors, LLC54,453$5.62M0.05%-1,53513F-HRTimeline
Arax Advisory Partners53,629$5.54M0.04%+52,06913F-HRTimeline
B&D White Capital Company, LLC53,460$5.52M0.55%-4813F-HRTimeline
Cedar Point Capital Partners, LLC52,604$5.43M3.13%+94013F-HRTimeline
MML INVESTORS SERVICES, LLC51,382$5.3M0.01%+6,53313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,950$5.26M0.03%+96013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC50,568$5.22M0.02%+2,25113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP49,642$5.12M0.24%+2,22013F-HRTimeline
Gateway Wealth Partners, LLC48,953$5.05M0.3%-47,31313F-HRTimeline
Moors & Cabot, Inc.48,648$5.02M0.2%013F-HRTimeline
Keenan, LLC48,615$5.02M3.54%-5,28113F-HRTimeline
Madison Wealth Partners, Inc47,044$4.86M0.62%-50813F-HRTimeline
Strategic Blueprint, LLC46,183$4.77M0.24%-16813F-HRTimeline
Pinnacle Family Advisors, LLC45,863$4.73M1.99%-74713F-HRTimeline
KFA Private Wealth Group, LLC45,861$4.73M1.14%+1,06413F-HRTimeline
AssuredPartners Investment Advisors, LLC45,808$4.73M0.46%+18,88713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.45,136$4.66M0.7%-8,25513F-HRTimeline
Bawa N Mallick Trust43,000$4.44M1.44%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,723$4.31M0.05%+3,54213F-HRTimelineGroup
Roxbury Financial LLC41,555$4.29M3.39%+1,34313F-HRTimeline
Focused Wealth Management, Inc39,718$4.1M0.36%-85013F-HRTimeline
Summit Financial, LLC39,506$4.08M0.04%+46713F-HRTimeline
Blue Zone Wealth Advisors, LLC39,205$4.05M0.71%+24513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …38,389$3.96M0.03%-1,67213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,417$3.86M0.01%013F-HRTimelineGroup
Secure Asset Management, LLC37,041$3.82M0.54%new13F-HRTimeline
Texas Yale Capital Corp.37,000$3.82M0.08%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,377$3.75M<0.01%+32,44913F-HRTimelineGroup
OneDigital Investment Advisors LLC36,330$3.75M0.03%-3,52713F-HRTimeline
Capital Investment Advisory Services, L…36,319$3.75M0.23%-2,26013F-HRTimeline
Smartleaf Asset Management LLC35,529$3.61M0.12%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,845$3.6M0.06%-5,64513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC34,205$3.53M<0.01%-3,90013F-HRTimelineGroup
Arkadios Wealth Advisors33,319$3.44M0.05%+6,55913F-HRTimeline
Patriot Financial Group Insurance Agenc…31,109$3.21M0.33%-23,92313F-HRTimeline
Spartan Wealth Advisory Services LLC30,500$3.15M0.26%013F-HRTimeline
Trevian Wealth Management LLC29,976$3.09M1.32%013F-HRTimeline
Advisory Services Network, LLC29,153$3.01M0.03%-2,30113F-HRTimeline
NewEdge Advisors, LLC28,655$2.96M0.01%-1,64413F-HRTimeline
CRA Financial Services, LLC28,399$2.93M0.34%-5013F-HRTimeline
Variant Private Wealth, LLC27,963$2.89M3.25%-29213F-HRTimeline
IFP Advisors, Inc26,975$2.78M0.05%+33213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC26,782$2.76M<0.01%+9,79813F-HRTimelineGroup
PKS Advisory Services, LLC26,192$2.7M0.43%+3,85113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,981$2.68M0.02%-2,97713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,224$2.6M0.16%+21,66613F-HRTimeline
HWG Holdings LP24,394$2.52M0.57%+7,40413F-HRTimeline
Beckerman Institutional, LLC23,722$2.45M1.17%-11213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,458$2.42M<0.01%013F-HRTimelineGroup
Wealth Management Associates, Inc.23,038$2.38M0.66%+51613F-HRTimeline
CVFG LLC22,445$2.32M0.24%+44513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,067$2.28M0.03%+3,96613F-HRTimeline
Private Advisor Group, LLC21,553$2.22M0.01%+1,57213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC20,956$2.16M1.11%-38313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,418$2.11M<0.01%+8,96013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.20,083$2.07M0.04%new13F-HRTimeline
AE Wealth Management LLC19,315$1.99M0.01%-48,38013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.19,093$1.97M<0.01%+7913F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co19,079$1.97M0.08%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,908$1.95M0.01%-4,49413F-HRTimelineGroup
KM Capital Management Ltd.18,720$1.93M0.91%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC17,676$1.82M0.75%-34313F-HRTimeline
Shared Vision Wealth Group LLC17,334$1.79M0.62%+5,66813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,049$1.76M+2,211Timeline
Beacon Pointe Advisors, LLC16,581$1.71M0.01%013F-HRTimeline
Hilltop National Bank16,360$1.69M0.36%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.16,240$1.68M1.18%013F-HRTimeline
Lloyd Advisory Services, LLC.15,674$1.62M0.63%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,601$1.61M<0.01%-1,99613F-HRTimelineGroup
Quantinno Capital Management LP15,188$1.57M<0.01%-2,49913F-HRTimeline
Financial Partners Group, Inc15,025$1.55M0.16%-11213F-HRTimeline
Fortune Financial Group, Inc.14,840$1.53M1.2%new13F-HRTimeline
Flavin Financial Services, Inc.14,567$1.5M0.86%+71713F-HRTimeline
Parallel Advisors, LLC13,903$1.44M0.02%+12613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC13,844$1.43M0.67%+4,75313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,577$1.4M<0.01%+40413F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC12,886$1.33M0.12%013F-HRTimeline
Tradition Wealth Management, LLC12,810$1.32M0.08%+1,45113F-HRTimeline
Carroll Advisory Group, LLC12,396$1.28M0.42%-40213F-HRTimeline
Goodwin Investment Advisory12,248$1.26M2.55%013F-HRTimeline
Avondale Wealth Management11,991$1.24M0.5%+13813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,912$1.23M<0.01%+11613F-HR/ATimelineGroup
Clark Asset Management, LLC11,831$1.22M0.1%+8,47313F-HRTimeline
RiverTree Advisors, LLC11,827$1.22M0.72%-4,19613F-HRTimeline
HARBOUR INVESTMENTS, INC.11,781$1.22M0.02%-52113F-HRTimeline
Janney Montgomery Scott LLC11,685$1.21M<0.01%-13113F-HRTimeline
EP Wealth Advisors, LLC11,599$1.2M<0.01%-12313F-HRTimeline
HUB Investment Partners, LLC11,547$1.19M0.02%-35013F-HRTimeline
SteelPeak Wealth, LLC11,539$1.19M0.03%+76313F-HRTimeline
Ciovacco Capital Management LLC11,452$1.18M0.53%-913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,402$1.18M0.01%+15613F-HRTimelineGroup
Sowell Financial Services LLC11,370$1.17M0.04%-10013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,172$1.15M0.01%+13813F-HRTimelineGroup
Eagle Strategies LLC11,141$1.15M0.11%+113F-HRTimeline
Ridgewood Investments LLC11,102$1.15M0.43%-16413F-HRTimeline
Tradewinds Capital Management, LLC10,862$1.12M0.2%+613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,753$1.11M+1,337Timeline
PARAGON CAPITAL MANAGEMENT INC10,566$1.09M0.82%+6813F-HRTimeline
Regal Investment Advisors LLC10,564$1.09M0.06%-5413F-HRTimeline
Sterling Investment Counsel, LLC10,462$1.08M0.25%013F-HRTimeline
Prospera Financial Services Inc10,380$1.07M0.02%-21713F-HRTimeline
Pacific Sun Financial Corp10,350$1.07M0.44%-16013F-HRTimeline
MATHER GROUP, LLC.10,303$1.06M0.01%013F-HRTimeline
MAI Capital Management10,080$1.04M<0.01%+9813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,071$1.04M<0.01%new13F-HRTimelineGroup
Third View Private Wealth, LLC10,002$1.03M0.13%+213F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,967$1.03M0.03%013F-HRTimeline
Savant Capital, LLC9,922$1.03M<0.01%+2,47713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.9,910$1.02M0.25%new13F-HRTimeline
GTS SECURITIES LLC9,793$1.01M0.02%new13F-HRTimeline
BRIGHTON JONES LLC9,669$998K0.02%+5,53713F-HRTimeline
Institute for Wealth Management, LLC.9,247$954K0.08%013F-HRTimeline
Wealth Alliance Advisory Group, LLC9,230$953K0.14%013F-HRTimeline
Simplicity Wealth,LLC9,125$942K0.03%+1,19013F-HRTimeline
Global Retirement Partners, LLC9,103$940K0.01%13F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding9,090$938K-9,090Timeline
RWA WEALTH PARTNERS, LLC8,933$922K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC8,842$913K<0.01%-1,43713F-HRTimeline
N.E.W. Advisory Services LLC8,491$876K0.06%-20313F-HRTimeline
Sovran Advisors, LLC8,890$871K0.06%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,327$860K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.8,225$849K<0.01%+1,53113F-HRTimelineGroup
Avior Wealth Management, LLC8,045$830K0.02%-37013F-HRTimeline
Greenhouse Wealth Management, LLC8,130$827K0.58%013F-HRTimeline
&PARTNERS7,915$817K<0.01%+42413F-HRTimeline
Pacific Point Advisors, LLC7,730$798K0.36%new13F-HRTimeline
Merit Financial Group, LLC7,587$783K<0.01%+2,59013F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC7,512$775K0.02%-29313F-HRTimeline
Gladstone Institutional Advisory LLC7,504$775K0.02%+17913F-HRTimeline
Delta Investment Management, LLC7,502$774K0.13%+2,00213F-HRTimeline
Serenus Wealth Advisors, LLC7,442$768K0.13%013F-HRTimeline
Baker Avenue Asset Management, LP7,428$767K0.01%-24513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,425$766K<0.01%-32613F-HRTimeline
Modera Wealth Management, LLC7,265$750K0.01%-58113F-HRTimeline
Zhang Financial LLC7,249$748K0.02%013F-HRTimeline
CAPITAL ADVISORS INC/OK7,165$740K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC7,111$734K0.23%-54213F-HRTimeline
Grandview Asset Management LLC7,084$731K0.18%+22113F-HRTimeline