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Disclosery

ONEQ FIDELITY COMWLTH TR

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COM (fund)

438 managers (444 13F filers) reported a position in ONEQ shares at 2026-06-30, 20,320,629 shares in all. 71 filers opened a position and 24 filers sold out during the quarter.

Managers
438
13F filers
444
New
71
Added
123
Reduced
133
Sold out
24
Shares held by filers
20,320,629

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
Central Pacific Bank - Trust Division160$16.5K<0.01%013F-HRTimeline
CVA Family Office, LLC150$15.5K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC150$15.5K0.01%013F-HRTimeline
Fairway Wealth LLC144$14.9K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC143$14.8K0.01%-2,77313F-HRTimeline
Brooklyn FI, LLC145$14.7K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC140$14.5K0.01%-6013F-HRTimeline
Quaker Wealth Management, LLC120$12.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.109$11.3K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…107$11K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.100$10.3K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$10.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC96$9.94K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.96$9.91K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…94$9.7K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC82$8.51K<0.01%-1213F-HRTimeline
GoalVest Advisory LLC76$7.84K<0.01%new13F-HRTimeline
Triumph Capital Management73$7.54K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners59$6.09K<0.01%new13F-HRTimelineGroup
FINANCIAL CONSULATE, INC58$6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc51$5.26K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.50$5.16K<0.01%013F-HRTimeline
Sachetta, LLC48$4.96K<0.01%-713F-HRTimeline
Robinswood Financial LLC40$4.14K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.40$4.13K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC34$3.51K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC29$2.99K<0.01%013F-HRTimeline
Bogart Wealth, LLC27$2.79K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.25$2.58K<0.01%new13F-HRTimeline
Financial Perspectives, Inc24$2.48K<0.01%013F-HRTimeline
SIGNATUREFD, LLC21$2.16K<0.01%013F-HRTimeline
Copia Wealth Management17$1.75K<0.01%013F-HRTimeline
Mosley Wealth Management14$1.45K<0.01%new13F-HRTimeline
PFS Partners, LLC10$1.03K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust10$1.03K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc12$1K<0.01%013F-HRTimeline
Front Row Advisors LLC9$937<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.7$723<0.01%new13F-HRTimeline