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Disclosery

ONEQ FIDELITY COMWLTH TR

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COM (fund)

393 managers (398 13F filers) reported a position in ONEQ shares at 2026-03-31, 18,780,343 shares in all. 34 filers opened a position and 41 filers sold out during the quarter.

Managers
393
13F filers
398
New
34
Added
146
Reduced
112
Sold out
41
Shares held by filers
18,780,343

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,673,109$142M0.01%+273,19213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,251,791$106M0.15%-102,00513F-HRTimeline
LPL Financial LLC1,174,416$99.7M0.03%-26,99813F-HRTimeline
Wealthfront Advisers LLC689,936$58.6M0.13%+1,11113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/616,562$52.4M<0.01%-230,32813F-HRTimelineGroup
Fisher Asset Management, LLC588,759$50M0.02%-8,74713F-HRTimeline
Heck Capital Advisors, LLC586,662$49.8M3.69%-6,91313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC544,302$46.2M6.72%+23,08613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding535,228$45.4M+87,171Timeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…499,133$42.4M1.29%-2,10313F-HRTimelineGroup
Wealthspire Retirement, LLC468,223$39.8M2.38%+29,70913F-HRTimeline
LJI Wealth Management, LLC383,316$32.5M5.21%+14,47213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP376,200$31.9M0.03%+235,50013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY349,017$29.6M<0.01%-40,34113F-HRTimelineGroup
TCP Asset Management, LLC301,984$25.6M3.3%-12,15313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC285,116$24.2M0.01%+40,46913F-HR/ATimelineGroup
Prasad Wealth Partners, LLC253,916$21.6M5.87%+5,73013F-HRTimeline
UBS Group AGgroup of 2 filers holding236,624$20.1M+3,034Timeline
David Kennon Inc234,676$19.9M7.15%+4,22413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…173,164$14.7M0.03%+7,91313F-HRTimelineGroup
Cambridge Investment Research Advisors,…173,104$14.7M0.04%-79,01913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT171,836$14.6M0.54%-32013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.165,171$14M0.02%-138,83013F-HRTimelineGroup
HighTower Advisors, LLC151,790$12.9M0.01%-12,50213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …145,940$12.4M0.67%-4,97913F-HRTimelineGroup
Commonwealth Financial Services, LLC145,768$12.4M1.96%+9,33013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA145,571$12.4M<0.01%-71,47913F-HRTimelineGroup
Cetera Investment Advisers137,528$11.7M0.01%+5,63613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC131,902$11.2M<0.01%+12,67413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP129,773$10.7M0.01%+14,10613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth118,114$10M0.01%-88513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO119,601$9.79M<0.01%+25,27413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN114,704$9.74M<0.01%+19,26613F-HR/ATimelineGroup
Silicon Valley Capital Partners111,089$9.43M0.92%-17813F-HRTimeline
jvl associates llc110,900$9.42M3.16%-3,14513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,536$9.3M<0.01%+74,95313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…107,306$9.24M0.02%+84,71913F-HRTimeline
Mariner, LLCin group Mariner, LLC102,939$8.74M0.01%+6,93113F-HRTimelineGroup
Coastline Complete Wealth LLC101,306$8.6M5.33%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.95,768$8.53M1.19%+20,39813F-HRTimeline
Aptus Capital Advisors, LLC99,327$8.43M0.07%-6,57213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC97,176$8.25M0.52%-6,74213F-HRTimeline
Gateway Wealth Partners, LLC96,266$8.17M0.32%+54,59113F-HRTimeline
Harvest Investment Advisors, LLC91,499$7.77M4.32%+9,28513F-HRTimeline
Sigma Planning Corp80,961$6.87M0.19%+11,37713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…78,530$6.67M0.02%-14,17013F-HR/ATimelineGroup
Snowden Capital Advisors LLC77,604$6.59M0.18%+22,63513F-HRTimeline
Portfolio Strategies, Inc.77,124$6.55M0.81%-85313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,453$6.49M0.01%-25,77213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC72,151$6.13M<0.01%+53,27913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management70,050$5.95M0.2%+94813F-HRTimelineGroup
Independent Advisor Alliance69,816$5.93M0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,672$5.83M<0.01%+11,53813F-HRTimelineGroup
AE Wealth Management LLC67,695$5.75M0.03%-14,31013F-HRTimeline
Creative Planningin group Creative Planning66,480$5.64M<0.01%+8,76313F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…61,341$5.21M2.08%+2,20813F-HRTimeline
EQ LLC60,280$5.12M1.44%+18,67113F-HRTimeline
Ayalon Insurance Comp Ltd.59,810$5.08M1.04%+2,05013F-HRTimeline
Lineweaver Wealth Advisors, LLC59,279$5.03M0.68%+60413F-HRTimeline
Sunbelt Securities, Inc.57,745$4.9M0.31%-10,27313F-HRTimeline
Cornerstone Wealth Management, LLC56,853$4.83M0.24%-18913F-HRTimeline
Prime Capital Investment Advisors, LLC55,988$4.75M0.05%+2,59413F-HRTimeline
Patriot Financial Group Insurance Agenc…55,032$4.67M0.26%+31,88313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,990$4.57M0.03%+4,48713F-HRTimelineGroup
B&D White Capital Company, LLC53,508$4.54M0.56%+19013F-HRTimeline
Keenan, LLC53,896$4.53M3.83%-12,64513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.53,391$4.53M0.76%013F-HRTimeline
Cedar Point Capital Partners, LLC51,664$4.39M2.85%+3,19913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV50,835$4.32M0.01%+6,81213F-HRTimeline
Moors & Cabot, Inc.48,648$4.13M0.18%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC48,317$4.1M0.02%+15,06913F-HRTimelineGroup
Madison Wealth Partners, Inc47,552$4.04M0.64%-186,88513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP47,422$4.03M0.22%+4,10813F-HRTimeline
Pinnacle Family Advisors, LLC46,610$3.96M1.86%+1,19813F-HRTimeline
Strategic Blueprint, LLC46,351$3.94M0.23%+3,03913F-HRTimeline
Oasis Advisors, LLC45,661$3.88M0.76%+39,14013F-HRTimeline
MML INVESTORS SERVICES, LLC44,849$3.81M0.01%+5,12813F-HRTimeline
KFA Private Wealth Group, LLC44,797$3.8M0.91%+30,26813F-HRTimeline
Bawa N Mallick Trust43,000$3.65M1.5%013F-HRTimeline
Focused Wealth Management, Inc40,568$3.44M0.36%+13813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,490$3.44M0.11%-30213F-HRTimeline
Roxbury Financial LLC40,212$3.41M3.07%+96113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …40,061$3.4M0.03%-2,35413F-HRTimelineGroup
OneDigital Investment Advisors LLC39,857$3.38M0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…39,578$3.36M0.02%-155,75113F-HRTimeline
Summit Financial, LLC39,039$3.31M0.04%+6,37313F-HRTimeline
Blue Zone Wealth Advisors, LLC38,960$3.31M0.67%+1,70013F-HRTimeline
Capital Investment Advisory Services, L…38,579$3.28M0.24%-73813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,181$3.24M0.05%+2,41213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC38,105$3.24M0.01%+31013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,417$3.18M<0.01%+37913F-HRTimelineGroup
Texas Yale Capital Corp.37,000$3.14M0.09%013F-HRTimeline
CWM, LLCin group CWM, LLC35,887$3.05M0.01%+18,19113F-HRTimelineGroup
Smartleaf Asset Management LLC35,529$2.91M0.1%-35913F-HRTimeline
Advisory Services Network, LLC31,454$2.67M0.04%-1,87213F-HRTimeline
Spartan Wealth Advisory Services LLC30,500$2.59M0.23%13F-HRTimeline
NewEdge Advisors, LLC30,299$2.57M0.01%+50213F-HR/ATimeline
Trevian Wealth Management LLC29,976$2.55M1.26%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,130$2.47M0.06%+1,86013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC28,958$2.46M0.02%+1,78213F-HRTimeline
CRA Financial Services, LLC28,449$2.42M0.31%+113F-HRTimeline
Variant Private Wealth, LLC28,255$2.4M2.91%-12613F-HRTimeline
AssuredPartners Investment Advisors, LLC26,921$2.33M0.25%-30,75613F-HRTimeline
Arkadios Wealth Advisors26,760$2.27M0.04%+15,81613F-HRTimeline
IFP Advisors, Inc26,643$2.26M0.05%-72813F-HRTimeline
Beckerman Institutional, LLC23,834$2.02M1.08%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,458$1.99M<0.01%+47813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,402$1.99M0.01%+46213F-HRTimelineGroup
Destiny Wealth Partners, LLC22,850$1.94M0.21%013F-HRTimeline
Wealth Management Associates, Inc.22,522$1.91M0.66%+7013F-HRTimeline
PKS Advisory Services, LLC22,341$1.9M0.44%-2,05813F-HRTimeline
CVFG LLC22,000$1.87M0.23%-59513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC21,339$1.81M1.06%+4213F-HRTimeline
Private Advisor Group, LLC19,981$1.7M0.01%+32813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co19,079$1.62M0.08%013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.19,014$1.61M<0.01%13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC18,214$1.55M<0.01%+87213F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding18,180$1.54M+11,020Timeline
MISSION WEALTH MANAGEMENT, LP18,101$1.54M0.03%-4,52013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,036$1.53M<0.01%new13F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC18,019$1.53M0.7%-67213F-HRTimeline
Quantinno Capital Management LP17,687$1.5M<0.01%-44713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,597$1.49M<0.01%-17,76013F-HRTimelineGroup
HWG Holdings LP16,990$1.44M0.38%-17,29413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,984$1.44M<0.01%-4,27013F-HRTimelineGroup
Beacon Pointe Advisors, LLC16,581$1.41M0.01%+78713F-HRTimeline
Hilltop National Bank16,360$1.39M0.33%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.16,240$1.38M1.1%013F-HRTimeline
RiverTree Advisors, LLC16,023$1.36M0.86%-12213F-HRTimeline
Financial Partners Group, Inc15,137$1.29M0.15%-6913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding14,838$1.26M-3,518Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,958$1.19M0.02%+18213F-HRTimelineGroup
Flavin Financial Services, Inc.13,850$1.18M0.79%+4613F-HRTimeline
Parallel Advisors, LLC13,777$1.17M0.02%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,173$1.12M<0.01%+43013F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC12,886$1.09M0.11%-4713F-HRTimeline
Carroll Advisory Group, LLC12,798$1.09M0.42%+5413F-HRTimeline
HARBOUR INVESTMENTS, INC.12,302$1.04M0.02%+7,14413F-HRTimeline
Goodwin Investment Advisory12,248$1.04M1.24%013F-HRTimeline
HUB Investment Partners, LLC11,897$1.01M0.02%+3,38713F-HRTimeline
Avondale Wealth Management11,853$1.01M0.49%-50313F-HRTimeline
Janney Montgomery Scott LLC11,816$1M<0.01%-5113F-HRTimeline
HRT FINANCIAL LP11,757$998K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC11,722$995K<0.01%-19913F-HRTimeline
Shared Vision Wealth Group LLC11,666$991K0.4%+1,98813F-HRTimeline
Sowell Financial Services LLC11,470$974K0.04%-54513F-HRTimeline
Ciovacco Capital Management LLC11,461$973K0.57%-3,30713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,458$973K<0.01%-13,84213F-HRTimelineGroup
Tradition Wealth Management, LLC11,359$965K0.07%013F-HRTimeline
Ridgewood Investments LLC11,266$957K0.39%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,246$955K0.01%+1,36913F-HRTimelineGroup
Eagle Strategies LLC11,140$946K0.11%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,034$937K0.01%-98613F-HRTimelineGroup
Tradewinds Capital Management, LLC10,856$922K0.18%+1513F-HRTimeline
SteelPeak Wealth, LLC10,776$915K0.03%-7013F-HRTimeline
Regal Investment Advisors LLC10,618$902K0.05%-7613F-HRTimeline
Prospera Financial Services Inc10,597$900K0.01%+79813F-HRTimeline
Pacific Sun Financial Corp10,510$892K0.43%+2013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC10,498$891K0.76%+34213F-HRTimeline
Sterling Investment Counsel, LLC10,462$888K0.25%013F-HRTimeline
MATHER GROUP, LLC.10,303$875K0.01%013F-HRTimeline
Sanctuary Advisors, LLC10,279$873K<0.01%-913F-HRTimeline
Sovran Advisors, LLC8,890$872K0.07%-9413F-HRTimeline
Indivisible Partners10,113$859K0.08%-31,78413F-HRTimeline
Orion Porfolio Solutions, LLC10,091$857K0.01%-11,64713F-HRTimeline
Third View Private Wealth, LLC10,000$849K0.12%013F-HRTimeline
MAI Capital Management9,982$848K<0.01%+2,33913F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,967$846K0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,416$799K-37Timeline
Institute for Wealth Management, LLC.9,247$785K0.08%013F-HRTimeline
Wealth Alliance Advisory Group, LLC9,230$784K0.12%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC9,091$772K0.39%-7,63013F-HRTimeline
N.E.W. Advisory Services LLC8,694$738K0.06%-37413F-HRTimeline
Avior Wealth Management, LLC8,415$715K0.02%-11713F-HRTimeline
Greenhouse Wealth Management, LLC8,130$690K0.43%013F-HRTimeline
Leo Wealth, LLC7,950$675K0.05%013F-HRTimeline
Simplicity Wealth,LLC7,935$674K0.04%-21613F-HRTimeline
Modera Wealth Management, LLC7,846$666K0.01%-12413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,805$663K0.02%-77513F-HRTimeline
Beaumont Financial Advisors, LLC7,760$659K0.05%+3713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,751$658K<0.01%+24213F-HRTimeline
Baker Avenue Asset Management, LP7,673$652K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC7,653$650K0.23%+2,16413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,445$632K<0.01%+1,70413F-HRTimelineGroup
&PARTNERS7,491$632K<0.01%-86513F-HRTimeline
Serenus Wealth Advisors, LLC7,442$631K0.13%-9113F-HRTimeline
Gladstone Institutional Advisory LLC7,325$622K0.02%+1,12413F-HRTimeline
Zhang Financial LLC7,249$616K0.02%+813F-HRTimeline
CAPITAL ADVISORS INC/OK7,165$608K0.01%new13F-HRTimeline
Empowered Funds, LLC6,943$590K<0.01%new13F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,942$589K<0.01%013F-HRTimelineGroup
Grandview Asset Management LLC6,863$583K0.17%-3,57313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,851$582K0.24%new13F-HRTimeline
American Trust6,824$579K0.05%+26413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,694$568K<0.01%+3,33913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,419$545K0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,796$540K<0.01%-4,58013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,195$526K<0.01%+44713F-HRTimeline
Yanni & Associates Investment Advisors,…6,133$521K0.54%-5713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,127$520K0.04%013F-HRTimeline