ONEQ — Fidelity Comwlth Tr Institutional Holders · Q3 2026
Who owns Fidelity Comwlth Tr (ONEQ)? 22 institutions reported holding $47.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($12.5M), jvl associates llc ($11.5M), Ayalon Insurance Comp Ltd. ($7.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $12.5M | 118,325 | Added |
| 2 | jvl associates llc | $11.5M | 109,014 | Trimmed |
| 3 | Ayalon Insurance Comp Ltd. | $7.4M | 69,810 | Hold |
| 4 | KFA Private Wealth Group, LLC | $5.0M | 46,876 | Added |
| 5 | Roxbury Financial LLC | $4.5M | 42,589 | Added |
| 6 | HWG Holdings LP | $2.9M | 27,441 | Added |
| 7 | Ridgewood Investments LLC | $1.2M | 10,910 | Trimmed |
| 8 | Wisconsin Wealth Advisors, LLC | $620,328 | 5,861 | Hold |
| 9 | Bath Savings Trust Co | $395,418 | 3,736 | Hold |
| 10 | CoreCap Advisors, LLC | $361,338 | 3,414 | Added |
| 11 | Sound Income Strategies, LLC | $317,673 | 2,965 | Hold |
| 12 | Taylor & Morgan Wealth Management, LLC | $282,699 | 2,671 | Hold |
| 13 | First Heartland Consultants, Inc. | $276,164 | 2,609 | Added |
| 14 | GAMMA Investing LLC | $244,173 | 2,307 | Hold |
| 15 | Hickory Point Bank & Trust | $153,468 | 1,450 | Hold |
| 16 | Investors Research Corp | $100,760 | 952 | Added |
| 17 | Pacifica Partners Inc. | $28,905 | 273 | Hold |
| 18 | Central Pacific Bank - Trust Division | $16,934 | 160 | Hold |
| 19 | GILPIN WEALTH MANAGEMENT, LLC | $14,818 | 140 | Hold |
| 20 | Horrell Capital Management, Inc. | $4,234 | 40 | Hold |
| 21 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
| 22 | GoalVest Advisory LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30