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Disclosery

ONEQ FIDELITY COMWLTH TR

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COM (fund)

393 managers (398 13F filers) reported a position in ONEQ shares at 2026-03-31, 18,780,343 shares in all. 34 filers opened a position and 41 filers sold out during the quarter.

Managers
393
13F filers
398
New
34
Added
146
Reduced
112
Sold out
41
Shares held by filers
18,780,343

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cresset Asset Management, LLC6,109$519K<0.01%+1313F-HRTimeline
Mutual Advisors, LLC6,013$511K0.01%-87013F-HRTimeline
Wisconsin Wealth Advisors, LLC5,861$498K0.49%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,825$495K<0.01%+1,56713F-HRTimeline
Landmark Wealth Management, LLC5,799$492K0.13%+35613F-HRTimeline
Kovack Advisors, Inc.5,733$491K0.03%+14613F-HRTimeline
Jackson Hole Capital Partners, LLC5,778$491K0.08%013F-HRTimeline
Rachor Investment Advisory Services, LLC5,721$486K0.26%+12213F-HRTimeline
Sanchez Gaunt Capital Management, LLC5,700$484K0.3%13F-HRTimeline
JB Capital LLC5,674$482K0.02%+27513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,647$479K0.06%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,620$477K0.07%-12913F-HRTimeline
Foundations Investment Advisors, LLC5,544$471K0.01%+2,36213F-HRTimeline
Facet Wealth, Inc.5,542$471K0.01%-1,20613F-HRTimeline
Integrated Wealth Concepts LLC5,535$470K<0.01%+2,79513F-HRTimeline
Delta Investment Management, LLC5,500$467K0.08%013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,488$466K0.05%+2,98113F-HRTimeline
Align Financial, LLC5,206$442K0.25%-266,06913F-HRTimeline
Dana Investment Advisors, Inc.5,200$442K0.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,170$439K0.01%013F-HRTimelineGroup
HighPoint Advisor Group LLC5,115$434K0.02%+4913F-HRTimeline
SMITH, MOORE & CO.5,065$430K0.03%-26513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,023$427K<0.01%-3313F-HRTimelineGroup
SOA Wealth Advisors, LLC.5,017$426K0.08%+1813F-HRTimeline
CHRISTINE MESSMER PC5,016$426K0.27%+713F-HRTimeline
Retirement Management Systems Inc.5,000$425K0.1%013F-HRTimeline
Merit Financial Group, LLC4,997$424K<0.01%+1,44213F-HRTimeline
Charter Oak Capital Management, LLC4,972$422K0.03%013F-HRTimeline
Aufman Associates Inc4,969$422K0.21%013F-HRTimeline
World Investment Advisors4,621$392K0.01%-12413F-HRTimeline
Ironwood Financial, llc4,603$391K0.07%013F-HRTimeline
First Bank & Trust4,601$391K0.06%+59913F-HRTimeline
Accredited Investors Inc.4,550$386K0.02%+13013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,549$386K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,534$385K0.01%new13F-HRTimeline
PFG Investments, LLC4,531$385K0.02%+30113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,475$380K0.08%-17113F-HRTimeline
Farther Finance Advisors, LLC4,337$373K<0.01%-7913F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,337$368K0.17%+613F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,246$361K0.01%013F-HRTimeline
Certified Advisory Corp4,244$360K0.03%-1,09613F-HRTimeline
BRIGHTON JONES LLC4,132$351K0.01%new13F-HR/ATimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,111$349K0.06%-4813F-HRTimeline
MAYPORT, LLC4,100$348K0.06%013F-HRTimeline
Cornerstone Wealth Group, LLC3,640$348K0.02%013F-HRTimeline
Mason & Associates Inc4,242$347K0.07%-10613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,057$344K<0.01%-32813F-HRTimelineGroup
Latitude Advisors, LLC4,039$343K0.16%+36813F-HRTimeline
Root Financial Partners, LLC4,028$342K0.02%+35513F-HRTimeline
TIAAgroup of 2 filers holding4,023$342K-13Timeline
Davidson Kahn Capital Management, LLC3,996$339K0.18%+42113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,928$334K<0.01%new13F-HRTimelineGroup
BAILARD, INC.3,925$333K0.01%013F-HRTimeline
Traynor Capital Management, Inc.4,046$331K0.02%+1,37413F-HRTimeline
ALBION FINANCIAL GROUP /UT3,892$330K0.02%-9013F-HRTimeline
DAVENPORT & Co LLC3,817$324K<0.01%-3113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,797$322K<0.01%013F-HRTimelineGroup
Atomic Invest LLC3,908$320K0.15%+82113F-HRTimeline
Tiller Private Wealth, Inc.3,737$317K0.11%new13F-HRTimeline
Bath Savings Trust Co3,736$317K0.03%013F-HRTimeline
Procyon Advisors, LLC3,715$315K0.02%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,672$312K<0.01%-44913F-HRTimelineGroup
Legacy Advisory Services, LLC3,656$310K0.24%-2,75313F-HRTimeline
Selective Wealth Management, Inc.3,178$308K0.09%+113F-HRTimeline
Key Financial Inc3,593$305K0.05%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,558$302K0.02%+87513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,499$297K<0.01%+12113F-HRTimeline
CHOREO, LLC3,436$292K<0.01%+48613F-HRTimeline
Pathfinder Wealth Consulting, Inc.3,395$288K0.19%-5013F-HRTimeline
Midwest Trust Co3,382$287K<0.01%013F-HRTimeline
Wealth Management Strategies, Inc.3,375$287K0.13%+513F-HRTimeline
Clark Asset Management, LLC3,358$285K0.03%013F-HRTimeline
Auour Investments LLC3,330$283K0.09%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,323$282K0.02%+513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,269$278K<0.01%-23913F-HRTimelineGroup
LEE DANNER & BASS INC3,250$276K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.3,194$271K0.09%-17413F-HRTimeline
Andina Capital Management, LLC3,152$268K0.24%013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,128$266K0.01%-5513F-HRTimeline
Bouchey Financial Group, Ltd.2,931$263K0.02%013F-HRTimeline
Nicholas Hoffman & Company, LLC.3,081$262K0.01%013F-HRTimeline
Western Wealth Management, LLC3,040$258K0.01%+24013F-HR/ATimeline
FORONJY FINANCIAL LLC3,037$258K0.11%+513F-HRTimeline
River Wealth Advisors LLC3,020$256K0.03%013F-HRTimeline
SP Asset Management LLC3,003$255K0.02%+413F-HRTimeline
Sound Income Strategies, LLC2,965$255K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,933$249K<0.01%+13413F-HRTimelineGroup
Principia Wealth Advisory, LLC2,916$248K0.14%-513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,826$240K0.01%+413F-HRTimelineGroup
Maia Wealth LLC2,770$235K0.04%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,762$235K-50Timeline
Spectrum Investment Advisors, Inc.2,729$232K0.12%+313F-HRTimeline
Plante Moran Financial Advisors, LLC2,700$229K0.01%-12613F-HRTimeline
GHP Investment Advisors, Inc.2,672$227K0.01%+113F-HRTimeline
Vise Technologies, Inc.2,482$227K<0.01%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,671$227K0.13%013F-HRTimeline
Kingsview Wealth Management, LLC2,665$226K<0.01%+38813F-HRTimeline
Verity Asset Management, Inc.2,641$224K0.09%+7513F-HRTimeline
Roberts Financial Services LLC2,619$222K0.07%+313F-HRTimeline
Sequoia Financial Advisors, LLC2,576$219K<0.01%-14613F-HRTimeline
Inscription Capital, LLC2,567$218K0.02%+113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,550$217K0.01%+22013F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC2,516$214K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,508$212K<0.01%+14213F-HRTimelineGroup
Annex Advisory Services, LLC2,500$212K<0.01%013F-HRTimeline
Onyx Bridge Wealth Group LLC2,469$210K0.02%+1513F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,243$205K0.09%+213F-HRTimeline
Round Rock Advisors LLC2,385$203K0.03%-16513F-HRTimeline
GAMMA Investing LLC2,307$196K0.01%-2413F-HRTimeline
Allworth Financial LP2,190$186K<0.01%+66013F-HRTimeline
CoreCap Advisors, LLC2,187$186K0.01%-4013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,100$178K<0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC1,894$161K0.1%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,835$156K<0.01%-30013F-HRTimeline
Westside Investment Management, Inc.1,800$153K0.02%013F-HRTimeline
CURIO WEALTH, LLC1,740$148K0.05%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,688$143K<0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC1,632$139K<0.01%new13F-HRTimeline
Arax Advisory Partners1,560$132K<0.01%-10,12013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding1,515$129K-4,014Timeline
Hickory Point Bank & Trust1,450$123K0.08%new13F-HRTimeline
RMG Wealth Management LLC890$92.1K0.01%new13F-HRTimeline
Darwin Wealth Management, LLC1,083$92K0.03%013F-HRTimeline
Abound Wealth Management1,001$85K0.02%-1413F-HRTimeline
COUNTRY TRUST BANK1,000$84.9K<0.01%new13F-HRTimeline
Main Street Group, LTD985$83.6K0.02%new13F-HRTimeline
Kozak & Associates, Inc.909$82.9K0.02%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV971$82.4K0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC960$82K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…944$80.2K<0.01%+40213F-HRTimelineGroup
PRIVATE TRUST CO NA890$75.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC803$68.2K<0.01%+17413F-HRTimelineGroup
Nalls Sherbakoff Group, LLC800$67.9K0.05%013F-HRTimeline
Cornerstone Financial Management LLC754$64K0.06%013F-HR/ATimeline
Archer Investment Corp670$56.9K0.01%013F-HRTimeline
SJS Investment Consulting Inc.660$56K0.01%013F-HRTimeline
Private Wealth Management Group, LLC602$51.1K0.01%-2313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/588$49.9K<0.01%+50413F-HRTimelineGroup
Dunhill Financial, LLC551$46.8K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC530$45K<0.01%+113F-HRTimelineGroup
Geneos Wealth Management Inc.514$43.6K<0.01%-16013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…501$42.5K<0.01%new13F-HRTimeline
WPG Advisers, LLC474$40.2K0.03%013F-HRTimeline
NFSG Corp421$35.7K0.01%+8013F-HRTimeline
TD Waterhouse Canada Inc.400$34.4K<0.01%013F-HRTimeline
Prosperity Bancshares Inc400$34K0.03%013F-HRTimeline
IMA Advisory Services, Inc.380$32.3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.379$32.2K0.01%013F-HRTimeline
LRI Investments, LLC289$24.5K<0.01%013F-HRTimeline
TFC Financial Management, Inc.280$23.8K<0.01%013F-HRTimeline
Pacifica Partners Inc.273$23.2K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC260$22.1K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…260$22.1K0.01%-12013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.254$21.6K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.251$21.3K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC213$18.1K<0.01%+113F-HRTimeline
High Point Wealth Management, LLC204$17.3K0.02%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC200$17K0.01%013F-HRTimeline
SHP Wealth Management188$15.9K<0.01%+1813F-HRTimeline
LANARK FINANCIAL, INC.170$14.4K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division160$13.6K<0.01%013F-HRTimeline
CVA Family Office, LLC150$12.7K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC150$12.7K0.01%013F-HRTimeline
Fairway Wealth LLC144$12.2K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC137$12K0.01%013F-HRTimeline
Quaker Wealth Management, LLC120$10.2K<0.01%+6013F-HRTimeline
McIlrath & Eck, LLC100$8.49K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.100$8.49K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$8.49K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC96$8.17K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC94$8.01K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…94$7.98K<0.01%new13F-HRTimeline
Larson Financial Group LLC82$6.96K<0.01%-1,49413F-HRTimeline
FINANCIAL CONSULATE, INC58$4.93K<0.01%new13F-HRTimeline
Sachetta, LLC55$4.68K<0.01%+513F-HRTimeline
AdvisorNet Financial, Inc51$4.33K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.50$4.25K<0.01%new13F-HRTimeline
Financial Freedom, LLC48$4.05K<0.01%013F-HRTimeline
Robinswood Financial LLC40$3.41K<0.01%new13F-HR/ATimeline
Horrell Capital Management, Inc.40$3.4K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32$2.72K<0.01%+1013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC29$2.46K<0.01%013F-HRTimeline
Bogart Wealth, LLC27$2.29K<0.01%013F-HRTimeline
Financial Perspectives, Inc24$2.04K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…22$1.87K<0.01%-113F-HRTimelineGroup
SIGNATUREFD, LLC21$1.78K<0.01%013F-HRTimeline
Copia Wealth Management17$1.44K<0.01%-1013F-HRTimeline
Roble, Belko & Company, Inc12$1K<0.01%013F-HRTimeline
PFS Partners, LLC10$851<0.01%013F-HRTimeline
Parkside Financial Bank & Trust10$850<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC6$509<0.01%new13F-HRTimeline
Basepoint Wealth LLC6$509<0.01%new13F-HRTimeline
Red Tortoise LLC0$30<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.