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Disclosery

ONEQ FIDELITY COMWLTH TR

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COM (fund)

380 managers (384 13F filers) reported a position in ONEQ shares at 2025-09-30, 17,987,755 shares in all. 48 filers opened a position and 26 filers sold out during the quarter.

Managers
380
13F filers
384
New
48
Added
114
Reduced
126
Sold out
26
Shares held by filers
17,987,755

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
COMMONWEALTH EQUITY SERVICES, LLC1,405,129$125M0.16%-14,54913F-HRTimeline
FMR LLCin group FMR LLC1,402,814$125M0.01%-17,35713F-HRTimelineGroup
LPL Financial LLC1,114,947$99.4M0.03%+14,19413F-HRTimeline
Wealthfront Advisers LLC647,842$57.7M0.14%-3,38013F-HRTimeline
Fisher Asset Management, LLC629,917$56.1M0.02%-37,40213F-HRTimeline
Heck Capital Advisors, LLC616,117$54.9M4.25%+7,41513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/566,235$50.5M<0.01%-2,86813F-HR/ATimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…501,481$44.7M1.39%-1,70513F-HRTimelineGroup
Wealthspire Retirement, LLC454,222$40.5M2.58%-1,79813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding436,833$38.9M-90,520Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC365,954$32.6M5.71%+4,99213F-HRTimelineGroup
LJI Wealth Management, LLC336,292$30M5.24%-16,07013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY333,824$29.8M<0.01%+2,94613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.314,947$27.9M0.04%-16,52413F-HRTimelineGroup
TCP Asset Management, LLC306,344$27.3M4.87%-3,62513F-HRTimeline
Prasad Wealth Partners, LLC249,978$22.3M6.21%-46,41613F-HRTimeline
UBS Group AGin group UBS Group AG245,089$21.8M<0.01%-12,96713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC242,687$21.6M<0.01%+31,04113F-HRTimelineGroup
David Kennon Inc237,588$21.2M7.62%-2,98313F-HRTimeline
Madison Wealth Partners, Inc236,096$21M4.16%-13,81213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP212,800$19M0.03%-314,20013F-HRTimelineGroup
Cambridge Investment Research Advisors,…209,695$18.7M0.05%+6,93513F-HRTimeline
Steward Partners Investment Advisory, L…191,250$17M0.1%+2,40813F-HRTimeline
HighTower Advisors, LLC188,157$16.8M0.02%-11,25013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…178,769$15.9M0.03%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT172,157$15.3M0.55%-6,20413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP146,951$13.1M0.01%+73,34513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …141,000$12.6M0.01%-19,70013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA139,600$12.4M<0.01%-2,63813F-HRTimelineGroup
Commonwealth Financial Services, LLC136,844$12.2M2.09%+42,39513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …127,125$11.3M0.98%-96,82713F-HRTimelineGroup
EQ LLC123,982$11.1M3.75%-54,47913F-HRTimeline
Cetera Investment Advisers121,246$10.8M0.01%+17,26813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding118,996$10.7M+4,740Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,316$10.5M<0.01%+6,24113F-HRTimelineGroup
jvl associates llc116,629$10.4M3.44%-82013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO114,807$10.2M<0.01%-8,13113F-HR/ATimelineGroup
Silicon Valley Capital Partners114,395$10.2M0.96%-5,38713F-HRTimeline
Aptus Capital Advisors, LLC109,162$9.73M0.09%-3,73413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC107,162$9.55M0.62%-3,73413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN96,848$8.63M<0.01%-13,25213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,566$8.54M0.01%+10,37813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC95,662$8.53M0.01%+14,77313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…95,000$8.47M0.03%-8,90013F-HRTimelineGroup
Harvest Investment Advisors, LLC86,154$7.68M4.51%-3,22513F-HRTimeline
Portfolio Strategies, Inc.83,010$7.39M0.86%-7913F-HRTimeline
AE Wealth Management LLC76,249$6.8M0.04%-170,11113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management71,588$6.38M0.22%+2,30913F-HRTimelineGroup
Sigma Planning Corp67,675$6.03M0.17%-60113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,310$5.91M<0.01%+20,71013F-HRTimelineGroup
Sunbelt Securities, Inc.64,090$5.71M0.39%-18,62313F-HRTimeline
Prime Capital Investment Advisors, LLC64,037$5.71M0.07%-1,94713F-HRTimeline
Lineweaver Wealth Advisors, LLC58,792$5.24M0.77%-2,22313F-HRTimeline
Ayalon Insurance Comp Ltd.57,760$5.15M1.3%013F-HRTimeline
Cornerstone Wealth Management, LLC56,974$5.08M0.28%-1,03813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,351$4.93M<0.01%+5,00613F-HRTimelineGroup
Snowden Capital Advisors LLC54,466$4.85M0.13%-15513F-HRTimeline
Creative Planningin group Creative Planning54,245$4.83M<0.01%-4,49413F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.53,391$4.76M0.82%-1,29213F-HRTimeline
B&D White Capital Company, LLC53,280$4.75M0.61%+2,04513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…51,602$4.6M0.09%-18713F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.50,968$4.54M0.67%+64913F-HR/ATimeline
Hubbell Strickland Wealth Management, L…49,221$4.39M1.81%+9,71713F-HRTimeline
Moors & Cabot, Inc.48,648$4.34M0.19%+13613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …48,898$4.31M0.05%-1,95113F-HRTimelineGroup
KM Capital Management Ltd.47,250$4.21M1.95%013F-HRTimeline
Pinnacle Family Advisors, LLC45,091$4.02M1.75%+12,48313F-HRTimeline
Cedar Point Capital Partners, LLC45,060$4.02M2.63%-47813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,872$4M0.03%-26913F-HRTimelineGroup
Bawa N Mallick Trust43,000$3.83M1.45%013F-HRTimeline
Gateway Wealth Partners, LLC41,509$3.7M0.5%-24313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,261$3.68M0.08%-65713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP40,847$3.64M0.22%-63113F-HRTimeline
Strategic Blueprint, LLC40,095$3.57M0.16%+4,63813F-HRTimeline
Roxbury Financial LLC39,654$3.53M3.26%-6413F-HRTimeline
Focused Wealth Management, Inc38,005$3.39M0.37%+82413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC37,895$3.38M0.01%+88513F-HRTimelineGroup
Capital Investment Advisory Services, L…37,672$3.36M0.27%+13,93813F-HRTimeline
Texas Yale Capital Corp.37,000$3.3M0.1%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,834$3.28M0.01%013F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC36,115$3.22M0.64%-53513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,111$3.13M0.05%+1,21413F-HRTimelineGroup
NewEdge Advisors, LLC34,148$3.04M0.01%+5,37413F-HRTimeline
HWG Holdings LP34,056$3.04M0.77%+2,20713F-HRTimeline
Smartleaf Asset Management LLC33,919$3.01M0.19%+10,65413F-HRTimeline
Advisory Services Network, LLC33,494$2.99M0.04%+89113F-HRTimeline
MML INVESTORS SERVICES, LLC33,080$2.95M0.01%-5,22613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,760$2.92M0.01%-5913F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC32,470$2.89M0.08%013F-HRTimeline
Variant Private Wealth, LLC29,906$2.67M2.46%-98813F-HRTimeline
CRA Financial Services, LLC28,672$2.56M0.35%-34013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,606$2.46M<0.01%+1,01613F-HRTimeline
PKS Advisory Services, LLC27,470$2.45M0.51%-13613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC27,228$2.43M0.02%+13,61413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,316$2.26M0.17%+22,83513F-HRTimeline
Beckerman Institutional, LLC23,834$2.12M1.25%-38613F-HRTimeline
Wealth Management Associates, Inc.23,056$2.05M0.73%+1,24113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,981$2.05M<0.01%+113F-HRTimelineGroup
Destiny Wealth Partners, LLC22,850$2.04M0.25%013F-HRTimeline
Arax Advisory Partners22,280$1.99M0.03%+21,54013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,063$1.97M0.04%-15113F-HRTimeline
Apexium Financial, LP22,056$1.97M0.1%-17213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC21,522$1.92M1.11%-16213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,411$1.91M<0.01%-78413F-HRTimelineGroup
Orion Porfolio Solutions, LLC21,366$1.9M0.01%-77413F-HRTimeline
CVFG LLC21,095$1.88M1.36%+39513F-HRTimeline
J.W. COLE ADVISORS, INC.20,898$1.86M0.04%-2,48813F-HRTimeline
Patriot Financial Group Insurance Agenc…20,512$1.83M0.23%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,105$1.8M<0.01%-1,26813F-HRTimeline
Private Advisor Group, LLC19,862$1.77M0.01%+12313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC19,432$1.73M0.87%-9413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,400$1.73M<0.01%+8,50013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co19,000$1.69M0.1%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,681$1.67M<0.01%-28113F-HRTimelineGroup
Beacon Pointe Advisors, LLC18,062$1.61M0.01%-75113F-HRTimeline
CWM, LLCin group CWM, LLC16,919$1.51M<0.01%+36513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC16,399$1.46M<0.01%new13F-HRTimeline
Hilltop National Bank16,360$1.46M0.36%-17413F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.16,240$1.45M1.26%013F-HRTimeline
Dentgroup LLC16,107$1.44M0.93%-25813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,842$1.41M0.02%-9213F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC15,409$1.37M0.23%-1,43413F-HRTimeline
Flavin Financial Services, Inc.15,349$1.37M0.97%-37413F-HR/ATimeline
Goodwin Investment Advisory15,288$1.36M1.46%+74213F-HRTimeline
Financial Partners Group, Inc15,188$1.35M0.17%-17113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC15,100$1.35M0.77%-6113F-HRTimeline
Ciovacco Capital Management LLC14,747$1.31M0.66%-1113F-HRTimeline
HUB Investment Partners, LLC14,251$1.27M0.05%+7,17613F-HRTimeline
Quantinno Capital Management LP13,935$1.24M<0.01%new13F-HRTimeline
IFP Advisors, Inc13,898$1.24M0.03%013F-HR/ATimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,776$1.23M0.02%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS13,763$1.23M<0.01%+2,23413F-HRTimeline
FLOW TRADERS U.S. LLC13,583$1.21M0.05%new13F-HRTimeline
KFA Private Wealth Group, LLC13,465$1.2M0.34%-22313F-HRTimeline
Parallel Advisors, LLC13,395$1.19M0.02%013F-HRTimeline
Ullmann Wealth Partners Group, LLC12,933$1.15M0.13%-19013F-HRTimeline
WCG Wealth Advisors LLC12,805$1.14M0.07%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,530$1.12M<0.01%+1713F-HRTimelineGroup
Avondale Wealth Management12,440$1.11M0.59%013F-HRTimeline
Ridgewood Investments LLC12,208$1.09M0.46%-25413F-HRTimeline
Sowell Financial Services LLC11,945$1.06M0.04%-27513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,938$1.06M0.01%+8,82613F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC11,879$1.06M0.24%+8,94613F-HRTimeline
Janney Montgomery Scott LLC11,508$1.03M<0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,375$1.01M<0.01%+1,58513F-HRTimelineGroup
Tradition Wealth Management, LLC11,359$1.01M0.07%+1413F-HRTimeline
Regal Investment Advisors LLC11,210$999K0.07%+1413F-HRTimeline
SteelPeak Wealth, LLC10,995$980K0.03%+113F-HRTimeline
Tradewinds Capital Management, LLC10,826$965K0.22%-45513F-HRTimeline
Pacific Sun Financial Corp10,510$937K0.45%013F-HRTimeline
Sterling Investment Counsel, LLC10,462$933K0.3%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,309$921K<0.01%+4,71513F-HRTimelineGroup
MATHER GROUP, LLC.10,303$918K0.01%013F-HRTimeline
Sanctuary Advisors, LLC10,276$916K0.01%+1,03313F-HR/ATimeline
Canvas Wealth Advisors, LLC10,149$910K0.17%-11,02213F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,126$903K0.68%-31113F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,967$888K0.03%013F-HRTimeline
Prospera Financial Services Inc9,788$873K0.01%+1013F-HRTimeline
HRT FINANCIAL LP9,679$862K<0.01%new13F-HRTimeline
Sovran Advisors, LLC8,984$833K0.07%013F-HRTimeline
Institute for Wealth Management, LLC.9,247$824K0.09%-1,29113F-HRTimeline
Wealth Alliance Advisory Group, LLC9,230$823K0.15%-52613F-HRTimeline
Secure Asset Management, LLC9,069$812K0.13%013F-HRTimeline
N.E.W. Advisory Services LLC9,064$808K0.07%+513F-HRTimeline
Global Retirement Partners, LLC8,867$790K0.02%-1613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,750$780K0.03%-51413F-HRTimeline
Avior Wealth Management, LLC8,606$767K0.02%-37213F-HRTimeline
Wisconsin Wealth Advisors, LLC8,401$749K0.71%new13F-HRTimeline
Baker Avenue Asset Management, LP8,210$732K0.02%+5,00013F-HRTimeline
Greenhouse Wealth Management, LLC8,130$725K0.44%013F-HRTimeline
Grandview Asset Management LLC7,989$712K0.2%-11813F-HRTimeline
Beaumont Financial Advisors, LLC7,723$688K0.05%013F-HRTimeline
MAI Capital Management7,657$682K<0.01%+913F-HRTimeline
Serenus Wealth Advisors, LLC7,442$663K0.11%013F-HRTimeline
Round Rock Advisors LLC7,245$646K0.1%-36513F-HRTimeline
Ethos Financial Group, LLC7,238$645K0.05%new13F-HRTimeline
Summit Financial, LLC7,181$640K0.01%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,150$637K0.02%+38413F-HRTimelineGroup
Mutual Advisors, LLC6,878$620K0.01%+2,34513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,942$619K<0.01%+19013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,737$600K0.04%013F-HRTimeline
Facet Wealth, Inc.6,675$595K0.01%new13F-HRTimeline
Legacy Advisory Services, LLC6,409$571K0.43%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,393$570K<0.01%+3,12513F-HRTimelineGroup
Shared Vision Wealth Group LLC6,300$563K0.24%new13F-HRTimeline
American Trust6,237$556K0.05%+44913F-HRTimeline
Gladstone Institutional Advisory LLC6,137$547K0.02%+7113F-HRTimeline
Cresset Asset Management, LLC6,088$543K<0.01%+713F-HR/ATimeline
Aufman Associates Inc6,077$542K0.3%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,018$536K0.06%+2,86513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,975$533K0.04%-33213F-HR/ATimeline
Verity Asset Management, Inc.5,954$531K0.17%-11313F-HRTimeline
Integrated Wealth Concepts LLC5,843$521K<0.01%-14013F-HRTimeline
CALTON & ASSOCIATES, INC.5,808$518K0.08%-713F-HRTimeline
Jackson Hole Capital Partners, LLC5,778$515K0.09%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,739$512K<0.01%+1,14513F-HR/ATimelineGroup
CATALYST FINANCIAL PARTNERS LLC5,647$503K0.06%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,594$499K<0.01%-3913F-HRTimeline
Landmark Wealth Management, LLC5,532$493K0.2%-65613F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC5,529$493K0.01%013F-HRTimelineGroup