News + Filings Key Docs Ownership
|
|
FIDELITY COMWLTH TR (ONEQ)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
LPL Financial LLC
| 798,887 | -65,017 | 38,306,644,000 | 0.03 | |
Hist
| 03/31/2023 |
|
HighTower Advisors, LLC
| 604,251 | -45,752 | 32,678,000,000 | 0.06 | |
Hist
| 06/30/2023 |
|
FMR LLC
| 544,997 | 53,500 | 29,473,449,000 | 0.00 | |
Hist
| 06/30/2023 |
|
BANK OF AMERICA CORP /DE/
| 514,936 | -45,870 | 27,847,753,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Divergent Wealth Advisors
| 494,443 | 14,916 | 26,739,477,000 | 5.89 | |
Hist
| 06/30/2023 |
|
AMERIPRISE FINANCIAL INC
| 481,496 | 20,368 | 26,030,545,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Regal Investment Advisors LLC
| 398,253 | -43,528 | 21,537,529,000 | 1.81 | |
Hist
| 06/30/2023 |
|
Atria Wealth Solutions, Inc.
| 366,226 | 9,092 | 19,805,468,000 | 0.27 | |
Hist
| 06/30/2023 |
|
Kestra Advisory Services, LLC
| 347,595 | 58,783 | 18,797,938,000 | 0.19 | |
Hist
| 06/30/2023 |
|
UBS Group AG
| 345,681 | -36,991 | 18,694,428,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Ullmann Wealth Partners Group, LLC
| 429,114 | 21,121 | 17,580,814,000 | 4.32 | |
Hist
| 12/31/2022 |
|
AE Wealth Management LLC
| 273,539 | 112,133 | 14,792,991,000 | 0.09 | |
Hist
| 06/30/2023 |
|
ADVISOR GROUP HOLDINGS, INC.
| 251,254 | -63,692 | 13,581,923,000 | | |
Hist
| 06/30/2023 |
|
Madison Wealth Partners, Inc
| 246,602 | 8,815 | 13,336,254,000 | 6.23 | |
Hist
| 06/30/2023 |
|
Maltin Wealth Management, Inc.
| 242,108 | 242,108 | 13,093,178,000 | 2.62 | |
Hist
| 06/30/2023 |
|
David Kennon Inc
| 263,645 | 263,645 | 12,641,758,000 | 6.17 | |
Hist
| 03/31/2023 |
|
Wealthfront Advisers LLC
| 213,968 | -6,744 | 11,571,389,000 | 0.05 | |
Hist
| 06/30/2023 |
|
MORGAN STANLEY
| 200,143 | 10,689 | 10,823,733,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Portfolio Strategies, Inc.
| 168,193 | 144,169 | 9,095,874,000 | 1.64 | |
Hist
| 06/30/2023 |
|
WELLS FARGO & COMPANY/MN
| 159,051 | -117,869 | 8,601,478,000 | 0.00 | |
Hist
| 06/30/2023 |
|
KM Capital Management Ltd.
| 123,376 | 63,089 | 6,672,223,000 | 4.81 | |
Hist
| 06/30/2023 |
|
jvl associates llc
| 125,097 | -3,115 | 6,503,793,000 | 3.35 | |
Hist
| 09/30/2023 |
|
TCP Asset Management, LLC
| 118,208 | 80,160 | 6,392,689,000 | 2.72 | |
Hist
| 06/30/2023 |
|
Sowell Financial Services LLC
| 113,405 | 98,498 | 6,133,000,000 | 0.34 | |
Hist
| 06/30/2023 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP
| 76,921 | 76,821 | 4,159,891,000 | 1.52 | |
Hist
| 06/30/2023 |
|
Sigma Planning Corp
| 94,075 | 820 | 3,854,253,000 | 0.14 | |
Hist
| 12/31/2022 |
|
Lineweaver Wealth Advisors, LLC
| 87,430 | -886 | 3,582,172,000 | 1.09 | |
Hist
| 12/31/2022 |
|
Cornerstone Wealth Management, LLC
| 61,712 | 302 | 3,337,367,000 | 0.30 | |
Hist
| 06/30/2023 |
|
EQ LLC
| 65,839 | -11,745 | 3,156,986,000 | 2.40 | |
Hist
| 03/31/2023 |
|
LINCOLN NATIONAL CORP
| 70,850 | -8,109 | 2,902,707,000 | 0.07 | |
Hist
| 12/31/2022 |
|
PACIFIC CAPITAL WEALTH ADVISORS, INC
| 59,967 | 26,715 | 2,875,418,000 | 0.74 | |
Hist
| 03/31/2023 |
|
Cetera Advisor Networks LLC
| 52,643 | 641 | 2,524,215,000 | 0.02 | |
Hist
| 03/31/2023 |
|
ROYAL BANK OF CANADA
| 44,463 | -355 | 2,404,000,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Jackson Wealth Management, LLC
| 49,609 | 49,609 | 2,378,752,000 | 1.79 | |
Hist
| 03/31/2023 |
|
Raymond James Financial Services Advisors, Inc.
| 54,344 | -4,574 | 2,226,472,000 | 0.00 | |
Hist
| 12/31/2022 |
| << Prev Next >> |
|
|
|
|