Who Owns FIDELITY COMWLTH TR (ONEQ)? -- Institutional Holders (2026-03-31)

434 institutions reported holding $1.59B of FIDELITY COMWLTH TR (ONEQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($142.1M), COMMONWEALTH EQUITY SERVICES, LLC ($106.3M), LPL Financial LLC ($99.7M), Wealthfront Advisers LLC ($58.6M), BANK OF AMERICA CORP /DE/ ($52.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$142.1M1.7MAdded
2COMMONWEALTH EQUITY SERVICES, LLC$106.3M1.3MTrimmed
3LPL Financial LLC$99.7M1.2MTrimmed
4Wealthfront Advisers LLC$58.6M689,936Added
5BANK OF AMERICA CORP /DE/$52.4M616,562Trimmed
6Fisher Asset Management, LLC$50.0M588,759Trimmed
7Heck Capital Advisors, LLC$49.8M586,662Trimmed
8Lebenthal Global Advisors, LLC$46.2M544,302Added
9Kestra Advisory Services, LLC$43.3M510,241Added
10Analyst IMS Investment Management Services Ltd.$42.4M499,133Trimmed
11NFP Retirement, Inc.$39.8M468,223Added
12LJI Wealth Management, LLC$32.5M383,316Added
13TWO SIGMA INVESTMENTS, LP$31.9M376,200Added
14MORGAN STANLEY$29.6M349,017Trimmed
15TCP Asset Management, LLC$25.6M301,984Trimmed
16AMERIPRISE FINANCIAL INC$24.2M285,116Added
17Prasad Wealth Partners, LLC$21.6M253,916Added
18UBS Group AG$20.0M235,992Added
19David Kennon Inc$19.9M234,676Added
20Thrivent Financial for Lutherans$14.7M173,164Added
21Cambridge Investment Research Advisors, Inc.$14.7M173,104Trimmed
22HOLLENCREST CAPITAL MANAGEMENT$14.6M171,836Trimmed
23OSAIC HOLDINGS, INC.$14.0M165,171Trimmed
24HighTower Advisors, LLC$12.9M151,790Trimmed
25SMITH CHAS P & ASSOCIATES PA CPAS$12.4M145,940Trimmed

Source: SEC Form 13F filings · as of 2026-03-31