# FIDELITY COMWLTH TR (ONEQ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ONEQ/

- Reporting holders: 19
- Reported value: $40.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.5M | 118,325 | 0.1% | 13 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $11.5M | 109,014 | 3.3% | 17 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $5.0M | 46,876 | 1.2% | 7 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $4.5M | 42,589 | 3.5% | 8 |
| [HWG Holdings LP](https://holderbook.com/funds/1599390-hwg-holdings-lp/) | $2.9M | 27,441 | 0.7% | 6 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.2M | 10,910 | 0.4% | 24 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $620.3K | 5,861 | 0.5% | 5 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $395.4K | 3,736 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $361.3K | 3,414 | 0.0% | 9 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $317.7K | 2,965 | 0.0% | 9 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $282.7K | 2,671 | 0.1% | 6 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $276.2K | 2,609 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $244.2K | 2,307 | 0.0% | 12 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $153.5K | 1,450 | 0.1% | 3 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $100.8K | 952 | 0.0% | 2 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $28.9K | 273 | 0.0% | 17 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $16.9K | 160 | 0.0% | 11 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $14.8K | 140 | 0.0% | 4 |
| [Ayalon Insurance Comp Ltd.](https://holderbook.com/funds/1642216-ayalon-insurance-comp-ltd/) | $7.4K | 69,810 | 0.6% | 28 |
| [Horrell Capital Management, Inc.](https://holderbook.com/funds/1385925-horrell-capital-management-inc/) | $4.2K | 40 | 0.0% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $40.4M |
| Q2 2026 | 445 | $2.2B |
| Q1 2026 | 396 | $1.6B |
| Q4 2025 | 408 | $1.7B |
| Q3 2025 | 386 | $1.6B |
| Q2 2025 | 367 | $1.5B |
| Q1 2025 | 337 | $1.3B |
| Q4 2024 | 339 | $1.4B |
| Q3 2024 | 304 | $1.2B |
| Q2 2024 | 296 | $1.2B |
| Q1 2024 | 287 | $1.1B |
| Q4 2023 | 270 | $1.0B |