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Disclosery

ONEQ FIDELITY COMWLTH TR

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COM (fund)

332 managers (335 13F filers) reported a position in ONEQ shares at 2025-03-31, 18,321,653 shares in all. 38 filers opened a position and 37 filers sold out during the quarter.

Managers
332
13F filers
335
New
38
Added
97
Reduced
106
Sold out
37
Shares held by filers
18,321,653

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Savant Capital, LLCin group Savant Capital, LLC4,594$313K<0.01%-9013F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,588$312K<0.01%new13F-HRTimelineGroup
SYNOVUS FINANCIAL CORP4,553$310K<0.01%+213F-HRTimeline
Mutual Advisors, LLC4,531$310K0.01%-29813F-HRTimeline
Kovack Advisors, Inc.4,505$307K0.03%-9713F-HRTimeline
Harfst & Associates, Inc.4,504$307K0.07%+3313F-HRTimeline
Gimbal Financial4,412$300K0.27%-82,28213F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,327$295K0.01%-3213F-HRTimeline
COMMONS CAPITAL, LLC4,319$294K0.27%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,311$293K0.2%+513F-HRTimeline
Farther Finance Advisors, LLC4,252$292K0.01%+58313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,182$285K0.06%+1,44413F-HRTimeline
Simplicity Wealth,LLC4,064$277K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC4,041$275K0.02%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,015$273K0.01%new13F-HRTimeline
TRUE Private Wealth Advisors3,971$270K0.03%new13F-HRTimeline
NorthCoast Asset Management LLC3,927$267K<0.01%-85213F-HR/ATimeline
BAILARD, INC.3,925$267K0.01%-2,37513F-HRTimeline
ALBION FINANCIAL GROUP /UT3,868$263K0.02%+38013F-HRTimeline
Key Financial Inc3,812$259K0.06%+9013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,800$259K<0.01%013F-HRTimeline
LEE DANNER & BASS INC3,768$256K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC3,755$256K<0.01%013F-HRTimeline
Bath Savings Trust Co3,736$254K0.03%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,676$250K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,670$250K<0.01%new13F-HRTimeline
Vantage Financial Partners, LLC3,629$247K0.06%-6613F-HRTimeline
Family Investment Center, Inc.3,622$247K0.06%-15813F-HRTimeline
DAVENPORT & Co LLC3,607$246K<0.01%-26413F-HRTimeline
Signal Advisors Wealth, LLC3,586$244K0.02%-81513F-HRTimeline
Foguth Wealth Management, LLC.3,586$244K0.06%-21113F-HRTimeline
Inscription Capital, LLC3,780$243K0.04%13F-HRTimeline
Tradition Wealth Management, LLC3,559$242K0.02%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,548$241K0.04%-55113F-HRTimeline
PFG Investments, LLC3,544$241K0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,496$238K<0.01%-2,54413F-HRTimelineGroup
Leo Wealth, LLC3,387$231K0.03%013F-HRTimeline
FINANCIAL COUNSELORS INC3,382$230K<0.01%013F-HRTimeline
Auour Investments LLC3,330$229K0.08%013F-HRTimeline
Wealth Management Strategies, Inc.3,355$228K0.15%+413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,303$225K0.02%+413F-HRTimeline
Pine Valley Investments Ltd Liability Co3,267$222K0.01%+2713F-HRTimeline
Waterloo Capital, L.P.3,232$220K0.02%new13F-HRTimeline
Baker Avenue Asset Management, LP3,227$220K0.01%-35013F-HRTimeline
Selective Wealth Management, Inc.3,284$217K0.09%+113F-HRTimeline
Tyler-Stone Wealth Management3,100$211K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,100$211K<0.01%013F-HRTimelineGroup
Bouchey Financial Group, Ltd.3,081$210K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,072$209K<0.01%-6,88113F-HRTimelineGroup
BRIGHTON JONES LLC3,047$207K0.01%-2,07013F-HRTimeline
River Wealth Advisors LLC3,000$204K0.03%013F-HRTimeline
SP Asset Management LLC2,985$203K0.02%-1,99613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,968$202K0.03%-54613F-HRTimeline
Sound Income Strategies, LLC2,965$202K0.01%+38313F-HRTimeline
CHOREO, LLC2,940$200K<0.01%+213F-HRTimeline
Capital Investment Advisors, LLC2,940$200K<0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,812$191K0Timeline
GHP Investment Advisors, Inc.2,670$182K0.01%-1,70213F-HRTimeline
CoreCap Advisors, LLC2,488$169K0.01%+40513F-HRTimeline
GAMMA Investing LLC2,331$159K0.01%013F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,100$143K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,986$135K<0.01%+1,31213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,900$129K<0.01%013F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC1,817$124K0.02%013F-HRTimeline
Westside Investment Management, Inc.1,800$123K0.03%013F-HRTimeline
Global Wealth Strategies & Associates1,800$123K0.04%-30013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,753$119K<0.01%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC1,624$111K0.04%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,545$105K0.06%+213F-HRTimeline
Darwin Wealth Management, LLC1,183$90K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,293$88K0.01%-6913F-HRTimeline
Allworth Financial LP1,304$88K<0.01%-15613F-HRTimeline
Main Street Group, LTD1,059$72.1K0.03%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$68.1K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…971$66.1K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC960$65K0.01%013F-HRTimeline
Abound Wealth Management954$64.9K0.02%-513F-HRTimeline
Kozak & Associates, Inc.903$59.8K0.01%+113F-HRTimeline
Nalls Sherbakoff Group, LLC800$54.5K0.04%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC791$53.8K0.01%new13F-HRTimeline
GeoWealth Management, LLC789$53.7K<0.01%-301,57413F-HRTimeline
PRIVATE TRUST CO NA750$51K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA675$45.9K<0.01%013F-HRTimelineGroup
Archer Investment Corp670$45.6K0.01%013F-HRTimeline
SJS Investment Consulting Inc.660$44.9K0.01%013F-HRTimeline
Private Wealth Management Group, LLC625$42.5K0.02%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC600$40.8K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.599$40.8K0.02%+51613F-HRTimeline
CENTRAL TRUST Co581$39.5K<0.01%013F-HRTimeline
Keener Financial Planning LLC543$36K0.02%-24813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…500$34K<0.01%013F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.488$33.2K0.01%013F-HRTimeline
WPG Advisers, LLC474$32.3K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC424$28.9K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC407$27.7K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.400$27.4K<0.01%013F-HRTimeline
NFSG Corp402$27.4K0.01%+6813F-HRTimeline
IMA Advisory Services, Inc.380$25.9K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.340$23.1K<0.01%013F-HRTimelineGroup
COMERICA BANK321$21.8K<0.01%013F-HRTimeline
Larson Financial Group LLC321$21.8K<0.01%-1,19213F-HRTimeline
Fourth Dimension Wealth, LLC300$20.4K0.01%+3113F-HRTimeline
Beaird Harris Wealth Management, LLC290$19.7K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.280$19.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.273$17.8K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC258$17.6K<0.01%013F-HRTimelineGroup
LRI Investments, LLC251$17.1K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC212$14.4K<0.01%new13F-HR/ATimeline
Central Pacific Bank - Trust Division209$14.2K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.198$13.5K<0.01%013F-HRTimeline
CVA Family Office, LLC150$10.2K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC150$10.2K0.01%new13F-HRTimeline
Dunhill Financial, LLC108$7.37K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc101$6.88K<0.01%-5,37313F-HRTimeline
Physician Wealth Advisors, Inc.100$6.81K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC96$6.51K<0.01%013F-HRTimeline
Global Financial Private Client, LLC91$6.19K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank75$5.11K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.60$4.08K<0.01%013F-HRTimeline
Financial Freedom, LLC47$3.23K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.40$2.72K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC40$2.72K<0.01%013F-HRTimeline
Bogart Wealth, LLC39$2.65K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC34$2.31K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC29$1.97K<0.01%013F-HRTimeline
Financial Perspectives, Inc24$1.63K<0.01%013F-HRTimeline
SIGNATUREFD, LLC21$1.42K<0.01%013F-HRTimeline
Sachetta, LLC4$273<0.01%-213F-HRTimeline
Red Tortoise LLC2$147<0.01%-54113F-HRTimeline
Creekmur Asset Management LLC1$66<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.0$18<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-35413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.