FIDELITY COMWLTH TR (ONEQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
426
Reporting holders
$2.0B
Reported value
0.1%
Held as options
+42
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $171.9M | 1,665,418 | 0.01% | 31q | HELD |
| Norinchukin Bank, The | $134.0M | 1,298,000 | 1.30% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $127.6M | 1,235,916 | 0.16% | 31q | -1.3%-$1.6M |
| LPL Financial LLC | $123.6M | 1,197,809 | 0.03% | 31q | +2.0%+$2.4M |
| Wealthfront Advisers LLC | $73.4M | 711,227 | 0.14% | 21q | +3.1%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $63.3M | 612,901 | 0.00% | 31q | -0.6%-$377.9K |
| Heck Capital Advisors, LLC | $61.6M | 596,957 | 3.68% | 9q | +1.8%+$1.1M |
| Fisher Asset Management, LLC | $58.6M | 567,411 | 0.02% | 31q | -3.6%-$2.2M |
| Kestra Advisory Services, LLC | $55.3M | 535,717 | 0.18% | 24q | +5.0%+$2.6M |
| Lebenthal Global Advisors, LLC | $54.9M | 531,655 | 7.40% | 8q | -2.3%-$1.3M |
| Wealthspire Retirement, LLC | $46.8M | 452,346 | 2.57% | 10q | -3.4%-$1.6M |
| MORGAN STANLEY | $38.9M | 376,844 | 0.00% | 35q | +8.0%+$2.9M |
| OSAIC HOLDINGS, INC. | $34.8M | 336,656 | 0.04% | 26q | +103.8%+$17.7M |
| TCP Asset Management, LLC | $31.9M | 308,626 | 3.61% | 15q | +2.2%+$685.6K |
| AMERIPRISE FINANCIAL INC | $30.7M | 297,741 | 0.01% | 31q | -47.8%-$28.1M |
| Prasad Wealth Partners, LLC | $26.1M | 253,291 | 6.29% | 7q | HELD |
| UBS Group AG | $25.2M | 244,428 | 0.00% | 31q | +3.6%+$870.8K |
| LJI Wealth Management, LLC | $25.2M | 244,076 | 3.53% | 15q | -36.3%-$14.4M |
| Procyon Advisors, LLC | $24.3M | 235,512 | 1.05% | 2q | +6239.5%+$23.9M |
| EQ LLC | $21.8M | 210,859 | 5.34% | 5q | +249.8%+$15.5M |
| Commonwealth Financial Services, LLC | $18.1M | 175,131 | 2.43% | 12q | +20.1%+$3.0M |
| JPMORGAN CHASE & CO | $16.7M | 164,739 | 0.00% | 15q | +37.7%+$4.6M |
| RAYMOND JAMES FINANCIAL INC | $16.7M | 161,862 | 0.00% | 7q | +22.7%+$3.1M |
| JONES FINANCIAL COMPANIES LLLP | $15.4M | 154,526 | 0.01% | 10q | +19.1%+$2.5M |
| HighTower Advisors, LLC | $14.8M | 143,803 | 0.01% | 31q | -5.3%-$824.4K |
| Cetera Investment Advisers | $14.2M | 137,538 | 0.01% | 22q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $13.2M | 128,060 | 0.01% | 23q | +151.9%+$8.0M |
| CITADEL ADVISORS LLC | $12.3M | 101,314 | 0.00% | 27q | +461.7%+$10.1M |
| Focus Partners Wealth | $12.2M | 118,112 | 0.01% | 10q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $12.0M | 116,350 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $12.0M | 116,093 | 0.06% | 29q | +193.3%+$7.9M |
| FOCUS Wealth Advisors, LLC | $11.8M | 114,078 | 5.46% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $11.4M | 110,420 | 0.00% | 6q | +53.0%+$4.0M |
| jvl associates llc | $11.3M | 109,689 | 3.21% | 16q | -1.1%-$125.0K |
| WELLS FARGO & COMPANY/MN | $11.2M | 108,589 | 0.00% | 31q | -52.7%-$12.5M |
| Mariner, LLC | $11.2M | 108,042 | 0.01% | 20q | +5.0%+$526.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.7M | 103,381 | 0.02% | 12q | -3.7%-$406.4K |
| Farther Finance Advisors, LLC | $9.8M | 94,904 | 0.08% | 12q | +2088.2%+$9.3M |
| Harvest Investment Advisors, LLC | $9.3M | 90,374 | 4.63% | 15q | -1.2%-$116.1K |
| ARKANSAS FINANCIAL GROUP, INC. | $9.2M | 89,482 | 1.20% | 15q | -6.6%-$648.8K |
| Aptus Capital Advisors, LLC | $9.1M | 87,690 | 0.06% | 12q | -11.7%-$1.2M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $8.8M | 85,475 | 0.50% | 12q | -12.0%-$1.2M |
| Sigma Planning Corp | $8.5M | 81,887 | 0.21% | 31q | +1.1%+$95.6K |
| ROYAL BANK OF CANADA | $8.1M | 78,381 | 0.00% | 31q | -46.2%-$6.9M |
| HOLLENCREST CAPITAL MANAGEMENT | $8.0M | 77,417 | 0.52% | 26q | -54.9%-$9.7M |
| Portfolio Strategies, Inc. | $7.9M | 76,503 | 0.77% | 18q | -0.8%-$64.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.9M | 76,126 | 0.00% | 26q | +10.9%+$769.4K |
| David Kennon Inc | $7.8M | 76,041 | 2.59% | 16q | -67.6%-$16.4M |
| Snowden Capital Advisors LLC | $7.8M | 75,413 | 0.18% | 10q | -2.8%-$226.2K |
| STIFEL FINANCIAL CORP | $7.7M | 74,850 | 0.01% | 16q | -2.1%-$165.5K |
| Creative Planning | $7.5M | 72,654 | 0.00% | 31q | +9.3%+$637.3K |
| Spire Wealth Management | $7.0M | 67,964 | 0.21% | 7q | -3.0%-$215.3K |
| ENVESTNET ASSET MANAGEMENT INC | $6.5M | 62,983 | 0.00% | 31q | -42.5%-$4.8M |
| Indivisible Partners | $6.5M | 62,543 | 0.36% | 3q | +518.4%+$5.4M |
| Hubbell Strickland Wealth Management, LLC | $6.4M | 61,622 | 2.30% | 25q | HELD |
| TWO SIGMA INVESTMENTS, LP | $6.0M | 58,600 | 0.00% | 13q | -84.4%-$32.8M |
| Lineweaver Wealth Advisors, LLC | $6.0M | 58,588 | 0.72% | 27q | -1.2%-$71.3K |
| Cornerstone Wealth Management, LLC | $5.7M | 54,823 | 0.24% | 30q | -3.6%-$209.5K |
| Prime Capital Investment Advisors, LLC | $5.6M | 54,453 | 0.05% | 13q | -2.7%-$158.4K |
| Arax Advisory Partners | $5.5M | 53,629 | 0.04% | 5q | +3337.8%+$5.4M |
| B&D White Capital Company, LLC | $5.5M | 53,460 | 0.55% | 20q | HELD |
| Cedar Point Capital Partners, LLC | $5.4M | 52,604 | 3.12% | 11q | +1.8%+$97.0K |
| MML INVESTORS SERVICES, LLC | $5.3M | 51,382 | 0.01% | 31q | +14.6%+$674.3K |
| Equitable Holdings, Inc. | $5.3M | 50,950 | 0.03% | 13q | +1.9%+$99.1K |
| Lido Advisors, LLC | $5.2M | 50,568 | 0.01% | 31q | +4.7%+$232.4K |
| MONEY CONCEPTS CAPITAL CORP | $5.1M | 49,642 | 0.24% | 19q | +4.7%+$229.1K |
| Gateway Wealth Partners, LLC | $5.1M | 48,953 | 0.30% | 13q | -49.1%-$4.9M |
| Moors & Cabot, Inc. | $5.0M | 48,648 | 0.20% | 10q | HELD |
| Keenan, LLC | $5.0M | 48,615 | 3.54% | 3q | -9.8%-$545.1K |
| Madison Wealth Partners, Inc | $4.9M | 47,044 | 0.62% | 21q | -1.1%-$52.4K |
| Strategic Blueprint, LLC | $4.8M | 46,183 | 0.24% | 7q | HELD |
| Pinnacle Family Advisors, LLC | $4.7M | 45,863 | 1.99% | 15q | -1.6%-$77.1K |
| KFA Private Wealth Group, LLC | $4.7M | 45,861 | 1.14% | 6q | +2.4%+$109.8K |
| AssuredPartners Investment Advisors, LLC | $4.7M | 45,808 | 0.46% | 7q | +70.2%+$1.9M |
| Pacific Capital Wealth Advisors, Inc. | $4.7M | 45,136 | 0.70% | 15q | -15.5%-$852.1K |
| Bawa N Mallick Trust | $4.4M | 43,000 | 1.44% | 7q | HELD |
| PRINCIPAL SECURITIES, INC. | $4.3M | 41,723 | 0.05% | 11q | +9.3%+$365.6K |
| Roxbury Financial LLC | $4.3M | 41,555 | 3.39% | 7q | +3.3%+$138.6K |
| Focused Wealth Management, Inc | $4.1M | 39,718 | 0.36% | 8q | -2.1%-$87.7K |
| Summit Financial, LLC | $4.1M | 39,506 | 0.04% | 4q | +1.2%+$48.2K |
| Blue Zone Wealth Advisors, LLC | $4.0M | 39,205 | 0.71% | 16q | +0.6%+$25.3K |
| Migdal Insurance & Financial Holdings Ltd. | $4.0M | 38,389 | 0.03% | 6q | -4.2%-$172.6K |
| Baird Financial Group, Inc. | $3.9M | 37,417 | 0.01% | 23q | HELD |
| Secure Asset Management, LLC | $3.8M | 37,041 | 0.54% | new | NEW |
| Texas Yale Capital Corp. | $3.8M | 37,000 | 0.08% | 24q | HELD |
| GOLDMAN SACHS GROUP INC | $3.8M | 36,377 | 0.00% | 2q | +826.1%+$3.3M |
| OneDigital Investment Advisors LLC | $3.7M | 36,330 | 0.03% | 2q | -8.8%-$364.1K |
| Capital Investment Advisory Services, LLC | $3.7M | 36,319 | 0.23% | 7q | -5.9%-$233.3K |
| Smartleaf Asset Management LLC | $3.6M | 35,529 | 0.12% | 11q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.6M | 34,845 | 0.06% | 19q | -13.9%-$582.7K |
| Arkadios Wealth Advisors | $3.4M | 33,319 | 0.05% | 3q | +24.5%+$677.0K |
| Patriot Financial Group Insurance Agency, LLC | $3.2M | 31,109 | 0.33% | 4q | -43.5%-$2.5M |
| Spartan Wealth Advisory Services LLC | $3.1M | 30,500 | 0.26% | 2q | HELD |
| Trevian Wealth Management LLC | $3.1M | 29,976 | 1.32% | 3q | HELD |
| Advisory Services Network, LLC | $3.0M | 29,153 | 0.03% | 31q | -7.3%-$237.5K |
| NewEdge Advisors, LLC | $3.0M | 28,655 | 0.01% | 23q | +65.5%+$1.2M |
| CRA Financial Services, LLC | $2.9M | 28,399 | 0.34% | 31q | HELD |
| Variant Private Wealth, LLC | $2.9M | 27,963 | 3.25% | 7q | -1.0%-$30.1K |
| IFP Advisors, Inc | $2.8M | 26,975 | 0.05% | 39q | +1.2%+$34.3K |
| Cerity Partners LLC | $2.8M | 26,782 | 0.00% | 17q | +57.7%+$1.0M |
Showing the largest 100 of 441 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 426 | $2.0B | 19,161,001 | 66 | 99 | 114 | 0.1% |
| Q1 2026 | 384 | $1.6B | 18,253,833 | 33 | 112 | 101 | 0.2% |
| Q4 2025 | 391 | $1.6B | 17,635,451 | 32 | 105 | 98 | 0.1% |
| Q3 2025 | 368 | $1.4B | 15,606,342 | 42 | 82 | 108 | 0.1% |
| Q2 2025 | 350 | $1.3B | 16,658,922 | 50 | 87 | 92 | 0.2% |
| Q1 2025 | 319 | $1.1B | 16,009,464 | 37 | 69 | 101 | 0.1% |
| Q4 2024 | 321 | $1.2B | 15,935,346 | 40 | 73 | 80 | 0.0% |
| Q3 2024 | 288 | $1.0B | 14,145,623 | 33 | 64 | 84 | 0.1% |
| Q2 2024 | 281 | $1.1B | 15,462,549 | 38 | 73 | 65 | 0.0% |
| Q1 2024 | 264 | $951.6M | 14,786,545 | 33 | 68 | 59 | 0.0% |
| Q4 2023 | 247 | $831.2M | 14,009,268 | 16 | 69 | 57 | 0.1% |
| Q3 2023 | 234 | $669.7M | 12,856,503 | 28 | 59 | 58 | 0.2% |
| Q2 2023 | 217 | $690.1M | 12,694,865 | 34 | 50 | 60 | 0.1% |
| Q1 2023 | 195 | $662.9M | 13,803,301 | 23 | 51 | 56 | 0.1% |
| Q4 2022 | 176 | $450.2M | 10,873,175 | 25 | 50 | 44 | 1.1% |
| Q3 2022 | 194 | $591.2M | 14,096,351 | 18 | 58 | 56 | 0.2% |
| Q2 2022 | 198 | $502.3M | 11,462,904 | 22 | 53 | 50 | 0.4% |
| Q1 2022 | 210 | $641.5M | 10,992,012 | 22 | 56 | 66 | 0.7% |
| Q4 2021 | 215 | $618.9M | 10,126,724 | 22 | 52 | 53 | 0.4% |
| Q3 2021 | 196 | $550.6M | 9,799,323 | 20 | 48 | 50 | 0.0% |
| Q2 2021 | 182 | $568.0M | 10,056,936 | 20 | 154 | 4 | 0.1% |
| Q1 2021 | 172 | $434.3M | 1,024,374 | 23 | 39 | 50 | 0.0% |
| Q4 2020 | 167 | $561.9M | 1,120,202 | 28 | 42 | 39 | 0.0% |
| Q3 2020 | 135 | $345.5M | 796,011 | 23 | 27 | 49 | 0.0% |
| Q2 2020 | 124 | $288.9M | 738,525 | 16 | 34 | 33 | 0.0% |
| Q1 2020 | 120 | $198.7M | 677,750 | 17 | 31 | 41 | 0.0% |
| Q4 2019 | 130 | $240.0M | 686,369 | 22 | 35 | 32 | 0.0% |
| Q3 2019 | 112 | $198.2M | 631,155 | 13 | 29 | 35 | 0.0% |
| Q2 2019 | 106 | $203.2M | 645,729 | 8 | 33 | 30 | 0.0% |
| Q1 2019 | 113 | $184.7M | 610,764 | 21 | 36 | 21 | 0.0% |
| Q4 2018 | 100 | $145.2M | 557,235 | 4 | 2 | 1 | 0.0% |