DaveManuel.com · Institutional Ownership · Who Owns It
FIDELITY COMWLTH TR (ONEQ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
447
Reporting holders
$2.1B
Reported value
0.1%
Calls
0.0%
Puts
+47
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Analyst IMS Investment Management Services Ltd. | $51.5M | 498,898 | 1.20% | 30q | HELD |
| Wealthspire Retirement, LLC | $46.8M | 452,346 | 2.57% | 10q | -3.4%-$1.6M |
| Cambridge Investment Research Advisors, Inc. | $39.9M | 386,712 | 0.05% | 21q | +123.4%+$22.0M |
| 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 | +4.4%+$1.3M |
| 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 |
| Thrivent Financial for Lutherans | $16.2M | 157,168 | 0.03% | 4q | -9.2%-$1.7M |
| 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 |
| SMITH CHAS P & ASSOCIATES PA CPAS | $14.4M | 139,495 | 0.73% | 31q | -4.4%-$665.3K |
| Cetera Investment Advisers | $14.2M | 137,538 | 0.01% | 22q | HELD |
| CITADEL ADVISORS LLC | $12.3M incl. $1.8M options CALL | 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 |
| Silicon Valley Capital Partners | $11.4M | 110,067 | 0.92% | 31q | -0.9%-$105.5K |
| 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 | -5.3%-$631.2K |
| 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 |
| Ayalon Insurance Comp Ltd. | $7.2M | 69,810 | 0.88% | 27q | +16.7%+$1.0M |
| Spire Wealth Management | $7.0M | 67,964 | 0.21% | 7q | -3.0%-$215.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.7M | 65,305 | 0.01% | 23q | +28.5%+$1.5M |
| 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 |
| BESSEMER GROUP INC | $3.5M | 34,205 | 0.00% | 7q | -10.2%-$402.6K |
| 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 |
Showing the largest 100 of 447 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 175 | $443.2M | 4,186,137 | 20 | 38 | 38 | 0.0% |
| Q2 2026 | 447 | $2.1B | 20,548,736 | 71 | 103 | 120 | 0.1% |
| Q1 2026 | 400 | $1.6B | 18,811,040 | 34 | 116 | 104 | 0.2% |
| Q4 2025 | 409 | $1.7B | 18,789,046 | 32 | 109 | 102 | 0.1% |
| Q3 2025 | 387 | $1.6B | 18,151,649 | 49 | 88 | 110 | 0.1% |
| Q2 2025 | 368 | $1.5B | 19,114,205 | 54 | 94 | 95 | 0.1% |
| Q1 2025 | 338 | $1.3B | 18,385,843 | 38 | 77 | 103 | 0.1% |
| Q4 2024 | 340 | $1.4B | 18,211,795 | 45 | 79 | 84 | 0.0% |
| Q3 2024 | 304 | $1.2B | 16,322,634 | 35 | 67 | 86 | 0.1% |
| Q2 2024 | 296 | $1.2B | 17,891,203 | 39 | 78 | 68 | 0.0% |
| Q1 2024 | 289 | $1.1B | 17,234,989 | 38 | 75 | 66 | 0.0% |
| Q4 2023 | 270 | $1.0B | 16,935,997 | 18 | 76 | 61 | 0.1% |
| Q3 2023 | 256 | $797.3M | 15,311,207 | 32 | 64 | 65 | 0.2% |
| Q2 2023 | 238 | $813.6M | 14,982,007 | 39 | 56 | 63 | 0.1% |
| Q1 2023 | 220 | $771.6M | 16,074,459 | 25 | 61 | 60 | 0.1% |
| Q4 2022 | 215 | $633.6M | 15,234,007 | 30 | 55 | 63 | 0.8% |
| Q3 2022 | 193 | $3.6B | 85,765,027 | 18 | 57 | 56 | 0.0% |
| Q2 2022 | 198 | $3.2B | 74,333,970 | 22 | 54 | 50 | 0.1% |
| Q1 2022 | 210 | $4.9B | 88,006,920 | 22 | 55 | 68 | 0.1% |
| Q4 2021 | 214 | $5.3B | 86,315,545 | 22 | 52 | 52 | 0.0% |
| Q3 2021 | 196 | $4.4B | 78,140,913 | 20 | 48 | 50 | 0.0% |
| Q2 2021 | 182 | $4.2B | 74,407,521 | 20 | 54 | 51 | 0.0% |
| Q1 2021 | 169 | $3.9B | 7,722,537 | 22 | 38 | 50 | 0.0% |
| Q4 2020 | 167 | $4.1B | 8,094,221 | 28 | 42 | 39 | 0.0% |
| Q3 2020 | 135 | $3.4B | 7,810,989 | 23 | 27 | 49 | 0.0% |
| Q2 2020 | 124 | $3.0B | 7,777,479 | 16 | 35 | 33 | 0.0% |
| Q1 2020 | 119 | $3.1B | 10,441,859 | 16 | 31 | 41 | 0.0% |
| Q4 2019 | 130 | $4.1B | 11,650,394 | 22 | 35 | 32 | 0.0% |
| Q3 2019 | 112 | $3.4B | 10,743,033 | 13 | 28 | 36 | 0.0% |
| Q2 2019 | 105 | $3.3B | 10,624,874 | 8 | 33 | 30 | 0.0% |
| Q1 2019 | 113 | $3.1B | 10,188,177 | 21 | 36 | 21 | 0.0% |
| Q4 2018 | 100 | $2.5B | 9,784,998 | 4 | 2 | 1 | 0.0% |