FIDELITY COMWLTH TR

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 386 13F holders · Pro →

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$ONEQ is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.05% to 0.86%, with an average of 0.42% of portfolio. Largest holder: RiverTree Advisors, LLC at 0.86%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

RiverTree Advisors, LLC

0.86% NEW

α +21.1pts

Focused Wealth Management, Inc

0.36% NEW

α +19.2pts

Principal Securities, Inc.

0.05% held

α +21.3pts

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.00% held

α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $ONEQ in the recent window.

Congress trades · last 90 days

1 disclosures · STOCK Act

Scott Franklin

House · Florida · Traded Aug 6

SOLD

$ONEQFidelity Nasdaq Composite Index ETF

$15K–$50K

Aug 20STOCK

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence detection for $ONEQ lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $ONEQ — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:06 UTC.