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Disclosery

ONEQ FIDELITY COMWLTH TR

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COM (fund)

366 managers (369 13F filers) reported a position in ONEQ shares at 2025-06-30, 18,885,805 shares in all. 56 filers opened a position and 28 filers sold out during the quarter.

Managers
366
13F filers
369
New
56
Added
116
Reduced
101
Sold out
28
Shares held by filers
18,885,805

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,420,171$114M0.01%-80,07813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,419,678$114M0.15%+154,16013F-HRTimeline
LPL Financial LLC1,100,753$88.2M0.03%+18,97413F-HRTimeline
Fisher Asset Management, LLC667,319$53.5M0.02%-38,97013F-HRTimeline
Wealthfront Advisers LLC651,222$52.2M0.13%-53,81013F-HRTimeline
Heck Capital Advisors, LLC608,702$48.8M4.19%+167,44013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/569,103$45.6M<0.01%+21,95113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding527,353$42.2M+95,076Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP527,000$42.2M0.08%-151,60013F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…503,186$40.3M1.38%-42513F-HRTimelineGroup
Wealthspire Retirement, LLC456,020$36.5M2.41%-67613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC360,962$28.9M5.4%-94,53413F-HRTimelineGroup
LJI Wealth Management, LLC352,362$28.2M4.92%+20,80313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.331,471$26.6M0.05%+114,47313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY330,878$26.5M<0.01%+9,93013F-HRTimelineGroup
TCP Asset Management, LLC309,969$24.8M4.92%+11,83313F-HRTimeline
Prasad Wealth Partners, LLC296,394$23.7M6.95%-74,97213F-HRTimeline
UBS Group AGin group UBS Group AG258,056$20.7M<0.01%+8,99113F-HRTimelineGroup
Madison Wealth Partners, Inc249,908$20M4.37%+18,87613F-HRTimeline
AE Wealth Management LLC246,360$19.7M0.14%+36,42613F-HRTimeline
David Kennon Inc240,571$19.3M7.2%+8,07913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …223,952$17.9M1.01%-43,57313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC211,646$17M<0.01%-80313F-HRTimelineGroup
Cambridge Investment Research Advisors,…202,760$16.2M0.05%+66,78413F-HRTimeline
HighTower Advisors, LLC199,407$16M0.02%-23,45413F-HRTimeline
Steward Partners Investment Advisory, L…188,842$15.1M0.12%+176,07513F-HRTimeline
EQ LLC178,461$14.3M5.55%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT178,361$14.3M0.61%-2,19413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …160,700$12.9M0.01%+80,70013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA142,238$11.4M<0.01%+85,24413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO122,938$9.85M<0.01%-228,18313F-HRTimelineGroup
Silicon Valley Capital Partners119,782$9.59M1%-4,93713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC119,619$9.58M0.01%+56,11613F-HRTimelineGroup
jvl associates llc117,449$9.41M3.38%+20,75213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth114,256$9.15M0.02%+1,44513F-HRTimelineGroup
Aptus Capital Advisors, LLC112,896$9.04M0.09%+53113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,075$8.98M<0.01%+12,85213F-HRTimelineGroup
Elevation Capital Advisory, LLC111,305$8.92M3.57%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC110,896$8.88M0.63%+53713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN110,100$8.82M<0.01%-9,68613F-HRTimelineGroup
Cetera Investment Advisers103,978$8.33M0.01%+1,95613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…103,900$8.32M0.03%-4,10013F-HRTimelineGroup
Commonwealth Financial Services, LLC94,449$7.57M1.46%-2,35513F-HRTimeline
Harvest Investment Advisors, LLC89,379$7.16M4.61%-25513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,912$7.04M0.01%-118,74313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,188$6.87M0.01%+17,55313F-HRTimelineGroup
Portfolio Strategies, Inc.83,089$6.65M0.87%-72813F-HRTimeline
Mariner, LLCin group Mariner, LLC80,889$6.48M0.01%+32,88713F-HRTimelineGroup
Sunbelt Securities, Inc.82,713$6.29M0.56%+38,30713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP87,425$5.95M2.34%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,606$5.9M0.01%+18,89213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,418$5.56M<0.01%+60,84613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management69,279$5.55M0.2%-79813F-HRTimelineGroup
Sigma Planning Corp68,276$5.47M0.16%+4,06213F-HRTimeline
Prime Capital Investment Advisors, LLC65,984$5.29M0.07%-43,15713F-HRTimeline
Lineweaver Wealth Advisors, LLC61,015$4.89M0.77%+75813F-HRTimeline
Creative Planningin group Creative Planning58,739$4.71M<0.01%+48813F-HRTimelineGroup
Cornerstone Wealth Management, LLC58,012$4.65M0.28%-1,88713F-HRTimeline
Ayalon Insurance Comp Ltd.57,760$4.63M1.34%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.54,683$4.39M0.81%013F-HRTimeline
Snowden Capital Advisors LLC54,621$4.38M0.13%+1413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…51,789$4.15M0.09%-1,99113F-HRTimelineGroup
B&D White Capital Company, LLC51,235$4.1M0.62%+7513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …50,849$4.07M0.05%+2,98213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50,345$4.03M<0.01%+35,35413F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.50,319$4.03M0.63%-1,09713F-HR/ATimeline
Moors & Cabot, Inc.48,512$3.89M0.18%+32,09613F-HRTimeline
KM Capital Management Ltd.47,250$3.78M1.87%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,600$3.65M<0.01%+5,23213F-HRTimelineGroup
Cedar Point Capital Partners, LLC45,538$3.65M2.57%+1,81713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,141$3.62M0.03%+7,30313F-HRTimelineGroup
Bawa N Mallick Trust43,000$3.44M1.42%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,918$3.36M0.08%+6,29813F-HRTimeline
Gateway Wealth Partners, LLC41,752$3.34M0.63%-75013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP41,478$3.32M0.22%+34513F-HRTimeline
Roxbury Financial LLC39,718$3.18M3.1%+66013F-HRTimeline
Hubbell Strickland Wealth Management, L…39,504$3.16M1.4%+1,77113F-HRTimeline
MML INVESTORS SERVICES, LLC38,306$3.07M0.01%+7,31113F-HRTimeline
Focused Wealth Management, Inc37,181$2.98M0.36%+32,58513F-HRTimeline
TRUE Private Wealth Advisors37,160$2.98M0.33%+33,18913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC37,010$2.96M<0.01%-7,46013F-HRTimelineGroup
Texas Yale Capital Corp.37,000$2.96M0.1%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,834$2.95M0.01%013F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC36,650$2.94M0.73%-1,57513F-HRTimeline
Strategic Blueprint, LLC35,457$2.84M0.14%-1,70213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33,897$2.72M0.05%+9,18313F-HRTimelineGroup
Advisory Services Network, LLC32,603$2.71M0.04%-10913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,819$2.63M0.01%-11,00913F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC32,470$2.6M0.08%+35013F-HRTimeline
Pinnacle Family Advisors, LLC32,608$2.6M1.26%+9,43313F-HRTimeline
HWG Holdings LP31,849$2.55M0.75%new13F-HRTimeline
Variant Private Wealth, LLC30,894$2.47M2.57%-1,44813F-HRTimeline
CRA Financial Services, LLC29,012$2.32M0.36%+113F-HRTimeline
NewEdge Advisors, LLC28,774$2.3M0.01%+3,39713F-HRTimeline
PKS Advisory Services, LLC27,606$2.21M0.56%-7,89413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,590$2.13M<0.01%+1,19613F-HRTimeline
Beckerman Institutional, LLC24,220$1.94M1.29%013F-HRTimeline
Capital Investment Advisory Services, L…23,734$1.9M0.16%+8,41713F-HRTimeline
J.W. COLE ADVISORS, INC.23,386$1.87M0.04%+7,79013F-HRTimeline
Smartleaf Asset Management LLC23,265$1.85M0.16%-5,79913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,980$1.84M<0.01%013F-HRTimelineGroup
Destiny Wealth Partners, LLC22,850$1.83M0.25%013F-HRTimeline
Apexium Financial, LP22,228$1.78M0.09%+12413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,214$1.78M0.04%-24913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,195$1.78M<0.01%-27113F-HRTimelineGroup
Orion Porfolio Solutions, LLC22,140$1.77M0.02%-4,52613F-HR/ATimeline
Canvas Wealth Advisors, LLC21,171$1.76M0.35%-2,97413F-HRTimeline
Wealth Management Associates, Inc.21,815$1.75M0.68%-37413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC21,684$1.74M1.07%-17913F-HRTimeline
WealthTrak Capital Management LLC21,625$1.73M1.45%+3513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,373$1.73M<0.01%+3,36313F-HRTimeline
CVFG LLC20,700$1.66M1.32%+3,22513F-HRTimeline
Principia Wealth Advisory, LLC20,366$1.63M1.39%new13F-HRTimeline
Hershey Financial Advisers, LLC20,140$1.61M1.44%13F-HRTimeline
Private Advisor Group, LLC19,739$1.58M0.01%-49013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC19,526$1.56M0.87%-74713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,962$1.52M<0.01%-8,02513F-HRTimelineGroup
Beacon Pointe Advisors, LLC18,813$1.51M0.02%013F-HRTimeline
Lloyd Advisory Services, LLC.17,648$1.41M0.68%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,912$1.35M0.01%+6,73613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC16,843$1.35M0.26%+5,33013F-HRTimeline
CWM, LLCin group CWM, LLC16,554$1.33M<0.01%+2,73513F-HRTimelineGroup
Hilltop National Bank16,534$1.32M0.35%13F-HRTimeline
Dentgroup LLC16,365$1.31M0.91%+3,45913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.16,240$1.3M1.22%13F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,934$1.28M0.02%-3,05213F-HRTimelineGroup
Flavin Financial Services, Inc.15,723$1.26M1.22%-43513F-HR/ATimeline
Financial Partners Group, Inc15,359$1.23M0.17%+1813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC15,161$1.21M0.78%-5,94513F-HRTimeline
Ciovacco Capital Management LLC14,758$1.18M0.64%new13F-HRTimeline
Goodwin Investment Advisory14,546$1.17M1.35%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,905$1.11M0.03%+1,67713F-HRTimeline
IFP Advisors, Inc13,898$1.11M0.03%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,776$1.1M0.02%+5,31013F-HRTimelineGroup
KFA Private Wealth Group, LLC13,688$1.1M0.34%+4,03513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,614$1.09M0.01%+4813F-HRTimeline
Parallel Advisors, LLC13,395$1.07M0.02%+4,94013F-HRTimeline
Ullmann Wealth Partners Group, LLC13,123$1.05M0.12%-2,06413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,513$1M<0.01%+1,03013F-HRTimelineGroup
Ridgewood Investments LLC12,462$998K0.43%-33613F-HRTimeline
Avondale Wealth Management12,440$996K0.56%+12313F-HRTimeline
Sowell Financial Services LLC12,220$979K0.04%-15,20213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,529$923K<0.01%+64313F-HRTimeline
CW Advisors, LLC11,420$915K0.01%013F-HRTimeline
Tradition Wealth Management, LLC11,345$909K0.07%+7,78613F-HRTimeline
Tradewinds Capital Management, LLC11,281$904K0.23%+1713F-HRTimeline
Regal Investment Advisors LLC11,196$897K0.07%-7013F-HRTimeline
SteelPeak Wealth, LLC10,994$881K0.03%-83013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,900$873K<0.01%-38,02013F-HRTimelineGroup
Strategies Wealth Advisors, LLC10,612$850K0.09%013F-HRTimeline
Institute for Wealth Management, LLC.10,538$844K0.09%013F-HRTimeline
Pacific Sun Financial Corp10,510$842K0.44%013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,437$836K0.64%+2513F-HRTimeline
MATHER GROUP, LLC.10,303$825K0.01%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,967$798K0.03%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,790$784K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc9,778$783K0.01%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC9,756$781K0.15%013F-HRTimeline
Summit X, LLC9,499$761K0.14%-7,35313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,264$742K0.03%new13F-HRTimeline
EP Wealth Advisors, LLC9,260$742K<0.01%+313F-HRTimeline
Sanctuary Advisors, LLC9,243$740K<0.01%-1,12713F-HRTimeline
Secure Asset Management, LLC9,069$726K0.13%013F-HRTimeline
N.E.W. Advisory Services LLC9,059$726K0.07%-6,66313F-HRTimeline
Sovran Advisors, LLC8,984$722K0.08%-67313F-HRTimeline
Avior Wealth Management, LLC8,978$719K0.02%-83213F-HRTimeline
Global Retirement Partners, LLC8,883$712K0.02%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,674$695K-1,940Timeline
Corient Private Wealth LPin group Corient Private Wealth LP8,594$688K<0.01%+5,52213F-HR/ATimelineGroup
Grandview Asset Management LLC8,107$649K0.21%+33913F-HRTimeline
Greenhouse Wealth Management, LLC8,130$648K0.42%new13F-HRTimeline
Beaumont Financial Advisors, LLC7,723$619K0.04%-40013F-HRTimeline
MAI Capital Management7,648$613K<0.01%-3013F-HRTimeline
Round Rock Advisors LLC7,610$610K0.11%+84513F-HRTimeline
Serenus Wealth Advisors, LLC7,442$596K0.1%013F-HRTimeline
HUB Investment Partners, LLC7,075$567K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC6,986$560K0.17%-1,36913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC6,766$542K0.02%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,752$541K<0.01%-7,62513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,737$539K0.04%-1,72013F-HRTimeline
Legacy Advisory Services, LLC6,409$513K0.41%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,307$505K0.05%-55213F-HR/ATimeline
Landmark Wealth Management, LLC6,188$496K0.21%-12713F-HRTimeline
One Capital Management, LLC6,191$496K0.02%-3,73013F-HRTimeline
Cresset Asset Management, LLC6,081$487K<0.01%-8913F-HR/ATimeline
Aufman Associates Inc6,077$487K0.3%013F-HRTimeline
Verity Asset Management, Inc.6,067$486K0.23%-6,13313F-HRTimeline
Gladstone Institutional Advisory LLC6,066$486K0.02%+54713F-HRTimeline
Ironwood Financial, llc7,133$486K0.1%013F-HRTimeline
Integrated Wealth Concepts LLC5,983$479K<0.01%+91113F-HRTimeline
CALTON & ASSOCIATES, INC.5,815$466K0.08%new13F-HRTimeline
American Trust5,788$464K0.04%new13F-HRTimeline
Jackson Hole Capital Partners, LLC5,778$463K0.08%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,718$458K0.12%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,647$452K0.05%new13F-HRTimeline
BLAIR WILLIAM & CO/IL5,633$451K<0.01%+72013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC5,529$443K<0.01%+16813F-HRTimelineGroup
Delta Investment Management, LLC5,500$441K0.08%013F-HRTimeline
SMITH, MOORE & CO.5,468$438K0.04%+48913F-HRTimeline
MAYPORT, LLC5,433$435K0.1%013F-HRTimeline