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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
FMR LLCin group FMR LLC1,500,249$102M0.01%+583,40113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,265,518$86.1M0.12%+13,54513F-HRTimeline
LPL Financial LLC1,081,779$73.6M0.03%+2,43213F-HRTimeline
Fisher Asset Management, LLC706,289$48.1M0.02%-103,12013F-HRTimeline
Wealthfront Advisers LLC705,032$48M0.13%+72,91213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP678,600$46.2M0.1%+221,60013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/547,152$37.2M<0.01%-33,01813F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…503,611$34.3M1.33%013F-HRTimelineGroup
Wealthspire Retirement, LLC456,696$31.1M2.46%+3,96013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC455,496$31M5.81%+266,84313F-HRTimelineGroup
Heck Capital Advisors, LLC441,262$30M3.38%+242,18613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding432,277$29.4M-85,557Timeline
Prasad Wealth Partners, LLC371,366$25.3M8.25%+16,32813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO351,121$23.9M<0.01%-119,32313F-HRTimelineGroup
LJI Wealth Management, LLC331,559$22.6M4.49%+12,76213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY320,948$21.8M<0.01%-46,68113F-HRTimelineGroup
TCP Asset Management, LLC298,136$20.3M4.54%+6,59113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …267,525$18.2M1.06%-17,51413F-HRTimelineGroup
UBS Group AGin group UBS Group AG249,065$17M<0.01%-76,85813F-HRTimelineGroup
David Kennon Inc232,492$15.8M6.3%-16,20713F-HRTimeline
Madison Wealth Partners, Inc231,032$15.7M3.88%-11,10513F-HRTimeline
HighTower Advisors, LLC222,861$15.2M0.02%-212,37013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.216,998$14.8M0.03%-38,36313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC212,449$14.5M<0.01%+5,00513F-HRTimelineGroup
AE Wealth Management LLC209,934$14.3M0.12%+9,84713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…206,655$14.1M0.02%+125,95313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…178,409$13.6M0.03%013F-HR/ATimelineGroup
HOLLENCREST CAPITAL MANAGEMENT180,555$12.3M0.54%013F-HRTimeline
VEGA INVESTMENT SOLUTIONS150,553$10.2M1.98%new13F-HRTimeline
Cambridge Investment Research Advisors,…135,976$9.26M0.03%+3,28213F-HRTimeline
Silicon Valley Capital Partners124,719$8.5M1.11%-4,55613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN119,786$8.15M<0.01%-6,72913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth112,811$7.68M0.02%-56213F-HR/ATimelineGroup
Aptus Capital Advisors, LLC112,365$7.65M0.09%-2,36513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC110,359$7.51M0.6%-2,36513F-HRTimeline
Prime Capital Investment Advisors, LLC109,141$7.43M0.09%+47,95113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…108,000$7.36M0.03%new13F-HRTimelineGroup
Cetera Investment Advisers102,022$6.94M0.01%-54313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,223$6.75M<0.01%+7,61313F-HRTimelineGroup
Commonwealth Financial Services, LLC96,804$6.59M1.35%-35,00213F-HRTimeline
jvl associates llc96,697$6.58M2.66%-6513F-HRTimeline
Harvest Investment Advisors, LLC89,634$6.1M4.41%-1,24013F-HRTimeline
Portfolio Strategies, Inc.83,817$5.71M0.88%-1,77513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …80,000$5.45M0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management70,077$4.77M0.15%-16,14613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68,635$4.68M<0.01%+22,34013F-HR/ATimelineGroup
AssuredPartners Investment Advisors, LLC68,290$4.65M0.9%+3,80013F-HRTimeline
Sigma Planning Corp64,214$4.37M0.14%+5,45913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC63,503$4.32M<0.01%+58,11213F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC60,257$4.1M0.7%-6713F-HRTimeline
Cornerstone Wealth Management, LLC59,899$4.08M0.28%-1,25613F-HRTimeline
Creative Planningin group Creative Planning58,251$3.96M<0.01%+36,84813F-HRTimelineGroup
Ayalon Insurance Comp Ltd.57,760$3.93M1.27%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,994$3.88M<0.01%-20913F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,714$3.72M<0.01%-58113F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.54,683$3.72M0.64%013F-HRTimeline
Snowden Capital Advisors LLC54,607$3.72M0.12%-1,28913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…53,780$3.66M0.08%013F-HRTimelineGroup
B&D White Capital Company, LLC51,160$3.48M0.51%+6413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,920$3.33M0.01%new13F-HR/ATimelineGroup
ARKANSAS FINANCIAL GROUP, INC.51,416$3.31M0.57%+5,25613F-HR/ATimeline
Atria Wealth Solutions, Inc.48,418$3.3M0.04%-3,27613F-HRTimeline
Mariner, LLCin group Mariner, LLC48,002$3.27M0.01%+5,17613F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …47,867$3.26M0.05%new13F-HRTimelineGroup
KM Capital Management Ltd.47,250$3.22M1.73%-6,85713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC44,470$3.03M0.01%+21,28013F-HRTimelineGroup
Sunbelt Securities, Inc.44,406$3.02M0.27%-38,30713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC43,828$2.98M0.02%+14,25313F-HRTimelineGroup
Cedar Point Capital Partners, LLC43,721$2.98M2%+54813F-HRTimeline
Bawa N Mallick Trust43,000$2.93M1.39%013F-HRTimeline
Roxbury Financial LLC39,058$2.9M2.84%+95613F-HRTimeline
Gateway Wealth Partners, LLC42,502$2.89M0.65%-25213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP41,133$2.8M0.21%-1,85513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,368$2.75M<0.01%+1,28013F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC38,225$2.6M0.72%-39513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,838$2.58M0.02%+33,05313F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…37,733$2.57M1.22%+3,68513F-HRTimeline
Strategic Blueprint, LLC37,159$2.53M0.14%+31,40113F-HRTimeline
Texas Yale Capital Corp.37,000$2.52M0.1%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,834$2.51M<0.01%+75013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC35,620$2.42M0.07%-24013F-HRTimeline
PKS Advisory Services, LLC35,500$2.42M0.66%-1,24413F-HRTimeline
Advisory Services Network, LLC32,712$2.23M0.04%-72,11813F-HRTimeline
Variant Private Wealth, LLC32,342$2.2M2.36%+4013F-HRTimeline
U.S. Capital Wealth Advisors, LLC32,120$2.19M0.07%+11,90013F-HRTimeline
Activest Wealth Management31,054$2.11M0.57%new13F-HRTimeline
MML INVESTORS SERVICES, LLC30,995$2.11M0.01%+1,03413F-HRTimeline
Smartleaf Asset Management LLC29,064$1.98M0.19%+4,51913F-HRTimeline
CRA Financial Services, LLC29,011$1.97M0.34%+81213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,714$1.88M0.04%013F-HRTimelineGroup
Sowell Financial Services LLC27,422$1.87M0.08%+16,89213F-HRTimeline
Orion Porfolio Solutions, LLC26,666$1.81M0.02%-7813F-HRTimeline
Orion Portfolio Solutions, LLC26,666$1.81M0.02%-7813F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV25,394$1.73M<0.01%+6,15913F-HRTimeline
NewEdge Advisors, LLC25,377$1.73M0.01%+4,21313F-HRTimeline
Beckerman Institutional, LLC24,220$1.65M1.19%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,987$1.63M<0.01%013F-HRTimelineGroup
Pinnacle Family Advisors, LLC23,175$1.58M0.86%+27213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,980$1.56M<0.01%013F-HRTimelineGroup
Destiny Wealth Partners, LLC22,850$1.56M0.25%013F-HRTimeline
Canvas Wealth Advisors, LLC24,145$1.55M0.4%+10,69613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,466$1.53M<0.01%-6,06813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP22,463$1.53M0.04%-2,10713F-HRTimeline
Wealth Management Associates, Inc.22,189$1.51M0.65%-21913F-HRTimeline
Apexium Financial, LP22,104$1.5M0.09%+2613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC21,863$1.49M1%-17913F-HRTimeline
WealthTrak Capital Management LLC21,590$1.47M1.27%-78013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC21,106$1.44M0.97%+2,44313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC20,273$1.38M0.81%-14313F-HRTimeline
Private Advisor Group, LLC20,229$1.38M0.01%-9,52913F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC19,268$1.31M1.74%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,986$1.29M0.02%-87113F-HRTimelineGroup
Beacon Pointe Advisors, LLC18,813$1.28M0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,010$1.23M<0.01%-2,16813F-HRTimeline
CVFG LLC17,475$1.19M1.08%-82013F-HRTimeline
Summit X, LLC16,852$1.15M0.24%+8,90713F-HRTimeline
Moors & Cabot, Inc.16,416$1.12M0.06%-24013F-HRTimeline
Flavin Financial Services, Inc.16,158$1.1M1.01%-39613F-HR/ATimeline
N.E.W. Advisory Services LLC15,722$1.07M0.08%+6,48113F-HRTimeline
J.W. COLE ADVISORS, INC.15,596$1.06M0.03%-6,18013F-HRTimeline
Financial Partners Group, Inc15,341$1.04M0.16%+21313F-HRTimeline
Capital Investment Advisory Services, L…15,317$1.04M0.09%+11,36413F-HRTimeline
Ullmann Wealth Partners Group, LLC15,187$1.03M0.14%+313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,991$1.02M<0.01%-29913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,377$979K<0.01%+8,07513F-HRTimelineGroup
Lane & Associates LLC14,023$954K0.51%+24513F-HRTimeline
IFP Advisors, Inc13,898$946K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC13,819$941K<0.01%+1,87413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC13,566$923K0.01%+1,23013F-HRTimeline
Dentgroup LLC12,906$878K0.66%+8,96613F-HRTimeline
Ridgewood Investments LLC12,798$871K0.41%-90013F-HRTimeline
Steward Partners Investment Advisory, L…12,767$869K0.01%-225,99113F-HRTimeline
Avondale Wealth Management12,317$838K0.53%-1,64613F-HRTimeline
HARBOUR INVESTMENTS, INC.12,228$832K0.02%+813F-HRTimeline
B. Riley Wealth Advisors, Inc.12,225$832K0.03%-17913F-HRTimeline
Verity Asset Management, Inc.12,200$831K0.34%+5,70113F-HRTimeline
SteelPeak Wealth, LLC11,824$805K0.03%+2,02413F-HRTimeline
CW Advisors, LLC11,420$797K0.01%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC11,513$784K0.16%+34913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,483$782K<0.01%-1,07313F-HRTimelineGroup
Procyon Advisors, LLC11,378$774K0.05%013F-HRTimeline
Regal Investment Advisors LLC11,266$767K0.06%-18313F-HRTimeline
Tradewinds Capital Management, LLC11,264$767K0.21%+1413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,886$741K<0.01%+32113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,614$727K-598Timeline
Strategies Wealth Advisors, LLC10,612$722K0.09%-50013F-HRTimeline
Institute for Wealth Management, LLC.10,538$717K0.09%new13F-HRTimeline
Pacific Sun Financial Corp10,510$715K0.41%-24013F-HRTimeline
Sterling Investment Counsel, LLC10,462$712K0.24%new13F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,412$709K0.57%-13813F-HRTimeline
Sanctuary Advisors, LLC10,370$706K<0.01%-17213F-HRTimeline
MATHER GROUP, LLC.10,303$701K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,176$693K<0.01%+4,30413F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,967$678K0.02%013F-HRTimeline
One Capital Management, LLC9,921$675K0.02%013F-HRTimeline
Avior Wealth Management, LLC9,810$668K0.03%-72913F-HRTimeline
Wealth Alliance Advisory Group, LLC9,756$664K0.14%-27013F-HRTimeline
KFA Private Wealth Group, LLC9,653$657K0.23%new13F-HRTimeline
EP Wealth Advisors, LLC9,257$630K0.01%+1,55213F-HRTimeline
Sovran Advisors, LLC9,657$618K0.08%-60113F-HRTimeline
Secure Asset Management, LLC9,069$617K0.12%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,572$583K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …8,466$576K0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC8,455$575K0.01%+113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,457$575K0.04%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC8,355$569K0.21%-1,87213F-HRTimeline
Beaumont Financial Advisors, LLC8,123$553K0.04%013F-HRTimeline
Grandview Asset Management LLC7,768$529K0.2%+37213F-HRTimeline
MAI Capital Management7,678$523K<0.01%-17213F-HRTimeline
Serenus Wealth Advisors, LLC7,442$507K0.08%new13F-HRTimeline
Ironwood Financial, llc7,133$486K0.1%013F-HRTimeline
HUB Investment Partners, LLC7,075$482K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,985$475K<0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC6,859$467K0.05%-9613F-HR/ATimeline
Round Rock Advisors LLC6,765$460K0.09%-27513F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,581$448K0.03%new13F-HRTimeline
Landmark Wealth Management, LLC6,315$430K0.19%+41013F-HRTimeline
Cresset Asset Management, LLC6,170$420K<0.01%+613F-HRTimeline
Aufman Associates Inc6,077$414K0.28%013F-HRTimeline
Delta Financial Group, Inc.5,710$409K0.09%013F-HRTimeline
Jackson Hole Capital Partners, LLC5,778$393K0.08%013F-HRTimeline
Strategic Financial Concepts, LLC5,726$390K0.07%013F-HRTimeline
Empower Advisory Group, LLC5,720$389K<0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC5,519$376K0.02%+1,55413F-HRTimeline
Delta Investment Management, LLC5,500$374K0.08%013F-HRTimeline
MAYPORT, LLC5,433$370K0.1%+213F-HRTimeline
JB Capital LLC5,383$366K0.02%+713F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC5,361$365K0.01%new13F-HRTimelineGroup
Charter Oak Capital Management, LLC5,328$363K0.03%013F-HRTimeline
Certified Advisory Corp5,236$356K0.04%+413F-HRTimeline
Samalin Investment Counsel, LLC5,209$355K0.14%-2,30913F-HRTimeline
Dana Investment Advisors, Inc.5,200$354K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC5,072$345K<0.01%+52513F-HRTimeline
HRT FINANCIAL LP5,065$344K<0.01%+2,43313F-HRTimeline
SMITH, MOORE & CO.4,979$339K0.03%-46013F-HRTimeline
SOA Wealth Advisors, LLC.4,976$339K0.07%+613F-HRTimeline
Accredited Investors Inc.4,930$336K0.02%+18013F-HRTimeline
BLAIR WILLIAM & CO/IL4,913$334K<0.01%+1,03013F-HRTimeline
BURNEY CO/4,820$328K0.01%013F-HRTimeline
Focused Wealth Management, Inc4,596$313K0.04%-22513F-HRTimeline