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Disclosery

ONEQ FIDELITY COMWLTH TR

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COM (fund)

402 managers (406 13F filers) reported a position in ONEQ shares at 2025-12-31, 18,939,238 shares in all. 32 filers opened a position and 28 filers sold out during the quarter.

Managers
402
13F filers
406
New
32
Added
145
Reduced
110
Sold out
28
Shares held by filers
18,939,238

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,399,917$128M0.01%-2,89713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,353,796$124M0.16%-51,33313F-HRTimeline
LPL Financial LLC1,201,414$110M0.03%+86,46713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/846,890$77.4M0.01%+280,65513F-HRTimelineGroup
Wealthfront Advisers LLC688,825$63M0.14%+40,98313F-HRTimeline
Fisher Asset Management, LLC597,506$54.6M0.02%-32,41113F-HRTimeline
Heck Capital Advisors, LLC593,575$54.3M4.04%-22,54213F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC521,216$47.6M7.35%+155,26213F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…501,236$45.8M1.34%-24513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding448,057$41M+11,224Timeline
Wealthspire Retirement, LLC438,514$40.1M2.44%-15,70813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY389,358$35.6M<0.01%+55,53413F-HR/ATimelineGroup
LJI Wealth Management, LLC368,844$33.7M5.15%+32,55213F-HRTimeline
TCP Asset Management, LLC314,137$28.7M4.84%+7,79313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.304,001$27.8M0.04%-10,94613F-HRTimelineGroup
Cambridge Investment Research Advisors,…252,123$23M0.06%+42,42813F-HRTimeline
Prasad Wealth Partners, LLC248,186$22.7M6.05%-1,79213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC244,647$22.4M0.01%+1,96013F-HRTimelineGroup
Madison Wealth Partners, Inc234,437$21.4M3.91%-1,65913F-HRTimeline
UBS Group AGin group UBS Group AG233,590$21.4M<0.01%-11,49913F-HRTimelineGroup
David Kennon Inc230,452$21.1M7.49%-7,13613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA217,050$19.8M<0.01%+77,45013F-HRTimelineGroup
Steward Partners Investment Advisory, L…195,329$17.9M0.1%+4,07913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT172,156$15.7M0.54%-113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…165,251$15.2M0.03%-13,51813F-HRTimelineGroup
HighTower Advisors, LLC164,292$15M0.02%-23,86513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …150,919$13.8M0.73%+23,79413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP140,700$12.9M0.02%-72,10013F-HRTimelineGroup
Commonwealth Financial Services, LLC136,438$12.5M2.06%-40613F-HRTimeline
Cetera Investment Advisers131,892$12.1M0.01%+10,64613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …119,300$10.9M0.01%-21,70013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,228$10.9M<0.01%+91213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding118,999$10.9M+3Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,667$10.6M0.01%+19,10113F-HRTimelineGroup
jvl associates llc114,045$10.4M3.39%-2,58413F-HRTimeline
Silicon Valley Capital Partners111,267$10.2M0.93%-3,12813F-HRTimeline
Aptus Capital Advisors, LLC105,899$9.68M0.08%-3,26313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC103,918$9.5M0.6%-3,24413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,225$9.34M0.01%-44,72613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC96,008$8.78M0.01%+34613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,438$8.72M<0.01%-1,41013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO94,327$8.62M<0.01%-20,48013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…92,700$8.47M0.02%-2,30013F-HRTimelineGroup
Harvest Investment Advisors, LLC82,214$7.51M4.26%-3,94013F-HRTimeline
AE Wealth Management LLC82,005$7.5M0.04%+5,75613F-HRTimeline
Portfolio Strategies, Inc.77,977$7.13M0.83%-5,03313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.75,370$6.89M0.99%+24,40213F-HRTimeline
Sigma Planning Corp69,584$6.36M0.18%+1,90913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management69,102$6.32M0.21%-2,48613F-HRTimelineGroup
Sunbelt Securities, Inc.68,018$6.22M0.41%+3,92813F-HRTimeline
Keenan, LLC66,541$6.08M5.35%13F-HR/ATimeline
Hubbell Strickland Wealth Management, L…59,133$5.4M2.17%+9,91213F-HRTimeline
Lineweaver Wealth Advisors, LLC58,675$5.36M0.73%-11713F-HRTimeline
Ayalon Insurance Comp Ltd.57,760$5.28M1.28%013F-HRTimeline
Creative Planningin group Creative Planning57,717$5.28M<0.01%+3,47213F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC57,677$5.27M0.78%+45,79813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,134$5.22M<0.01%+1,78313F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC57,042$5.21M0.27%+6813F-HRTimeline
Snowden Capital Advisors LLC54,969$5.02M0.13%+50313F-HRTimeline
Prime Capital Investment Advisors, LLC53,394$4.88M0.06%-10,64313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.53,391$4.88M0.84%013F-HRTimeline
B&D White Capital Company, LLC53,318$4.87M0.56%+3813F-HRTimeline
Moors & Cabot, Inc.48,648$4.45M0.19%013F-HRTimeline
Cedar Point Capital Partners, LLC48,465$4.43M2.83%+3,40513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,503$4.16M0.03%+63113F-HRTimelineGroup
Pinnacle Family Advisors, LLC45,412$4.15M1.83%+32113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,023$4.02M0.01%+16,41713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP43,314$3.96M0.22%+2,46713F-HRTimeline
Strategic Blueprint, LLC43,312$3.96M0.23%+3,21713F-HRTimeline
Bawa N Mallick Trust43,000$3.93M1.46%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …42,415$3.88M0.03%-6,48313F-HRTimelineGroup
Indivisible Partners41,897$3.83M0.42%13F-HRTimeline
Gateway Wealth Partners, LLC41,675$3.81M0.42%+16613F-HRTimeline
EQ LLC41,609$3.8M1.1%-82,37313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,792$3.73M0.07%-46913F-HR/ATimeline
Focused Wealth Management, Inc40,430$3.7M0.39%+2,42513F-HRTimeline
MML INVESTORS SERVICES, LLC39,721$3.63M0.01%+6,64113F-HRTimeline
Capital Investment Advisory Services, L…39,317$3.59M0.25%+1,64513F-HRTimeline
Roxbury Financial LLC39,251$3.59M3.22%-40313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC37,795$3.45M0.01%-10013F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC37,260$3.41M0.65%+1,14513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,038$3.39M0.01%+20413F-HRTimelineGroup
Texas Yale Capital Corp.37,000$3.38M0.1%013F-HRTimeline
Smartleaf Asset Management LLC35,888$3.31M0.13%+1,96913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,769$3.27M0.05%+65813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,357$3.23M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,583$3.16M<0.01%-31,72713F-HRTimelineGroup
HWG Holdings LP34,284$3.13M0.76%+22813F-HRTimeline
Advisory Services Network, LLC33,326$3.05M0.04%-16813F-HRTimeline
Summit Financial, LLC32,666$2.99M0.04%+25,48513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,248$2.96M0.01%+48813F-HRTimelineGroup
Trevian Wealth Management LLC29,976$2.74M1.3%new13F-HRTimeline
NewEdge Advisors, LLC29,797$2.72M0.01%-4,35113F-HRTimeline
CRA Financial Services, LLC28,448$2.6M0.34%-22413F-HRTimeline
Variant Private Wealth, LLC28,381$2.59M2.7%-1,52513F-HRTimeline
KM Capital Management Ltd.27,564$2.52M1.29%-19,68613F-HRTimeline
IFP Advisors, Inc27,371$2.5M0.06%+13,47313F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,270$2.49M0.07%-5,20013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC27,176$2.48M0.02%-5213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,300$2.31M<0.01%+5,90013F-HRTimelineGroup
PKS Advisory Services, LLC24,399$2.23M0.51%-3,07113F-HRTimeline
Beckerman Institutional, LLC23,834$2.18M1.22%013F-HRTimeline
Destiny Wealth Partners, LLC22,850$2.12M0.24%013F-HRTimeline
Patriot Financial Group Insurance Agenc…23,149$2.12M0.25%+2,63713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,980$2.1M<0.01%-113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,940$2.1M0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,587$2.09M<0.01%+2,48213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,621$2.07M0.04%+55813F-HRTimeline
CVFG LLC22,595$2.07M1.42%+1,50013F-HRTimeline
Wealth Management Associates, Inc.22,452$2.05M0.71%-60413F-HRTimeline
Orion Porfolio Solutions, LLC21,738$1.99M0.01%+37213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC21,297$1.95M1.12%-22513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,254$1.94M<0.01%-15713F-HRTimelineGroup
Private Advisor Group, LLC19,653$1.8M0.01%-20913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co19,079$1.74M0.1%+7913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,872$1.72M<0.01%+12,47913F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC18,691$1.71M0.81%-74113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,682$1.71M<0.01%+113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding18,356$1.68M+2,514Timeline
Quantinno Capital Management LP18,134$1.66M<0.01%+4,19913F-HRTimeline
CWM, LLCin group CWM, LLC17,696$1.62M<0.01%+77713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,342$1.59M<0.01%new13F-HRTimelineGroup
Fortune Financial Group, Inc.15,050$1.57M1.54%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC16,721$1.53M0.9%+1,62113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,376$1.5M<0.01%+3,06713F-HR/ATimelineGroup
Hilltop National Bank16,360$1.5M0.36%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.16,240$1.48M1.23%013F-HRTimeline
RiverTree Advisors, LLC16,145$1.48M0.94%new13F-HRTimeline
Beacon Pointe Advisors, LLC15,794$1.44M0.01%-2,26813F-HRTimeline
Financial Partners Group, Inc15,206$1.4M0.16%+1813F-HRTimeline
Dentgroup LLC15,178$1.39M0.95%-92913F-HRTimeline
J.W. COLE ADVISORS, INC.20,795$1.38M0.03%-10313F-HRTimeline
Ciovacco Capital Management LLC14,768$1.35M0.68%+2113F-HRTimeline
KFA Private Wealth Group, LLC14,529$1.33M0.32%+1,06413F-HRTimeline
Flavin Financial Services, Inc.13,804$1.26M0.86%-1,54513F-HRTimeline
Parallel Advisors, LLC13,777$1.26M0.02%+38213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,776$1.26M0.02%013F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC12,933$1.21M0.13%013F-HRTimeline
Carroll Advisory Group, LLC12,744$1.16M0.5%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,743$1.16M<0.01%+21313F-HRTimelineGroup
WCG Wealth Advisors LLC12,620$1.15M0.03%-18513F-HRTimeline
Hershey Financial Advisers, LLC12,424$1.14M0.96%+7,07313F-HRTimeline
Avondale Wealth Management12,356$1.13M0.58%-8413F-HRTimeline
Goodwin Investment Advisory12,248$1.12M1.23%-3,04013F-HRTimeline
Arax Advisory Partners11,680$1.11M0.03%-10,60013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,020$1.1M0.01%+8213F-HRTimelineGroup
Sowell Financial Services LLC12,015$1.1M0.04%+7013F-HRTimeline
EP Wealth Advisors, LLC11,921$1.09M0.01%13F-HRTimeline
Janney Montgomery Scott LLC11,867$1.08M<0.01%+35913F-HRTimeline
Tradition Wealth Management, LLC11,359$1.04M0.07%013F-HRTimeline
Canvas Wealth Advisors, LLC10,970$1M0.17%+82113F-HRTimeline
Arkadios Wealth Advisors10,944$1M0.02%new13F-HRTimeline
SteelPeak Wealth, LLC10,846$991K0.03%-14913F-HRTimeline
Tradewinds Capital Management, LLC10,841$991K0.21%+1513F-HRTimeline
Regal Investment Advisors LLC10,694$977K0.06%-51613F-HRTimeline
Pacific Sun Financial Corp10,490$959K0.46%-2013F-HRTimeline
Sterling Investment Counsel, LLC10,462$956K0.27%013F-HRTimeline
Grandview Asset Management LLC10,436$954K0.26%+2,44713F-HRTimeline
MATHER GROUP, LLC.10,303$942K0.01%013F-HRTimeline
Sanctuary Advisors, LLC10,288$940K0.01%+1213F-HRTimeline
TRUE Private Wealth Advisors10,251$937K0.09%+7,85013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,156$928K0.72%+3013F-HRTimeline
Third View Private Wealth, LLC10,000$914K0.12%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,980$912K<0.01%-1,39513F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC9,967$911K0.03%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,877$903K0.01%+4,43513F-HRTimelineGroup
Shared Vision Wealth Group LLC9,678$899K0.36%+3,37813F-HRTimeline
Prospera Financial Services Inc9,799$896K0.01%+1113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,453$864K+5,011Timeline
Institute for Wealth Management, LLC.9,247$845K0.09%013F-HRTimeline
Wealth Alliance Advisory Group, LLC9,230$844K0.14%013F-HRTimeline
Sovran Advisors, LLC8,984$831K0.07%013F-HRTimeline
Global Retirement Partners, LLC9,072$829K0.01%+20513F-HRTimeline
N.E.W. Advisory Services LLC9,068$829K0.06%+413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,580$784K0.02%-17013F-HRTimeline
Avior Wealth Management, LLC8,532$780K0.02%-7413F-HRTimeline
HUB Investment Partners, LLC8,510$778K0.02%-5,74113F-HRTimeline
&PARTNERS8,356$764K<0.01%+5,17913F-HRTimeline
Simplicity Wealth,LLC8,151$745K0.04%+2,89913F-HRTimeline
Greenhouse Wealth Management, LLC8,130$743K0.44%013F-HRTimeline
Modera Wealth Management, LLC7,970$728K0.01%new13F-HRTimeline
Leo Wealth, LLC7,950$727K0.05%+4,56313F-HRTimeline
Beaumont Financial Advisors, LLC7,723$706K0.05%013F-HRTimeline
Baker Avenue Asset Management, LP7,673$701K0.02%-53713F-HRTimeline
MAI Capital Management7,643$699K<0.01%-1413F-HRTimeline
Serenus Wealth Advisors, LLC7,533$688K0.13%+9113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,509$686K<0.01%-6,25413F-HRTimeline
Zhang Financial LLC7,241$662K0.02%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,160$654K0.02%+1013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,942$634K<0.01%013F-HRTimelineGroup
Facet Wealth, Inc.6,748$633K0.01%+7313F-HRTimeline
Mutual Advisors, LLC6,883$629K0.01%+513F-HRTimeline
American Trust6,560$600K0.05%+32313F-HRTimeline
Oasis Advisors, LLC6,521$596K0.32%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,419$586K0.03%-31813F-HRTimeline
Legacy Advisory Services, LLC6,409$586K0.44%013F-HRTimeline
Gladstone Institutional Advisory LLC6,201$567K0.02%+6413F-HRTimeline
Yanni & Associates Investment Advisors,…6,190$566K0.57%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,127$560K0.04%+15213F-HR/ATimeline
Cresset Asset Management, LLC6,096$557K<0.01%+813F-HRTimeline