13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
ONEQ

FIDELITY COMWLTH TR

418 institutions still hold FIDELITY COMWLTH TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 315912808·Exchange Traded Fund·418 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.0%
vs prior quarter
13F value held
$922M
46.0% inst. owned
of float
Holders
418
-42 QoQ
filers reporting
Activity
+95 / −88
+999 added · −913 reduced
this quarter
Concentration
15.40%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

418 institutions reported ONEQ in Q1 2026. FMR LLC leads at 15.4% of the visible book. -42 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$142M1.7M0.01%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$106M1.3M0.15%Q1 202603
LPL Financial LLC
CIK 0001403438
$100M1.2M0.03%Q1 202604
Wealthfront Advisers LLC
CIK 0001763921
$59M690K0.13%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$52M617K0.00%Q1 202606
Fisher Asset Management, LLC
CIK 0000850529
$50M589K0.02%Q1 202607
Heck Capital Advisors, LLC
CIK 0002046227
$50M587K3.69%Q1 202608
Lebenthal Global Advisors, LLC
CIK 0001845766
$46M544K6.72%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$43M510K0.16%Q1 202610
NFP Retirement, Inc.
CIK 0002040084
$40M468K2.38%Q1 202611
LJI Wealth Management, LLC
CIK 0001988563
$33M383K5.20%Q1 202612
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$32M376K0.03%Q1 202613
MORGAN STANLEY
CIK 0000895421
$30M349K0.00%Q1 202614
TCP Asset Management, LLC
CIK 0001961898
$26M302K3.30%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$24M285K0.01%Q1 202616
Prasad Wealth Partners, LLC
CIK 0002048885
$22M254K5.87%Q1 202617
UBS Group AG
CIK 0001610520
$20M236K0.00%Q1 202618
David Kennon Inc
CIK 0001954126
$20M235K7.14%Q1 202619
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$15M172K0.54%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M165K0.02%Q1 2026
Page 1 of 21
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