Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Comwlth Tr (ONEQ)

386 + Investors. Track Smart Money conviction in ONEQ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — ONEQ

Based on 390 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ONEQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
390 hedge funds hold ONEQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

182 buying167 selling
Last quarter: 182 funds bought or added vs 167 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 65 → 51 → 61 → 39. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new
206 out of 390 hedge funds have held ONEQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -26%

Value
-25%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~39 new funds/quarter

41 → 65 → 51 → 61 → 39 new funds/Q
New funds entering each quarter: 65 → 51 → 61 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 29% newcomers

■ 56% veterans ■ 14% 1-2yr ■ 29% new
Entry-cohort mix of 394 holders: 222 (56%) are 2+ year veterans, 56 entered 1–2 years ago, and 116 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
24 of 389 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ONEQ

In 2026 Q1, 182 hedge funds were net buyers of ONEQ (39 opened a new position, 143 added to an existing one), while 167 reduced or exited (114 trimmed, 53 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 33% of total institutional value in ONEQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 390.

Hedge Fund Ownership: ONEQ

How many hedge funds hold ONEQ — quarterly history vs. share price
Quarterly hedge fund ownership of ONEQ vs. share price

Market Analysis: ONEQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ONEQ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Fidelity Comwlth Tr (ONEQ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ONEQ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
ONEQ
+20.2%
SPY
+14.1%

ONEQ outperformed SPY by +6.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
ONEQ
-1.4%
SPY
+0.3%

Since the filing became public, ONEQ outperformed SPY by -1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 8 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ONEQ
386 + Investors

Track Smart Money conviction in ONEQ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 386 404 -4.46%
13F Shares 18M 19M -4.16%
Total Value $1.48B $2.01B -26.16%
New Positions 38 61 -23
Increased Positions 141 142 -1
Closed Positions 56 37 +19
Reduced Positions 111 108 +3
Total Calls 2 2 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: ONEQ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

386 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ONEQ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ONEQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 David Kennon Inc 7.15% 234,676 $19.9M
2 Lebenthal Global Advisors, LLC 6.72% 544,302 $46.2M
3 Prasad Wealth Partners, LLC 5.87% 253,916 $21.6M
4 Coastline Complete Wealth LLC 5.33% 101,306 $8.6M
5 LJI Wealth Management, LLC 5.20% 383,316 $32.5M
6 Keenan, LLC 3.83% 53,896 $4.5M
7 Heck Capital Advisors, LLC 3.69% 586,662 $49.8M
8 TCP Asset Management, LLC 3.30% 301,984 $25.6M
9 jvl associates llc 3.16% 110,900 $9.4M
10 Roxbury Financial LLC 3.07% 40,212 $3.4M
11 Variant Private Wealth, LLC 2.91% 28,255 $2.4M
12 Cedar Point Capital Partners, LLC 2.85% 51,664 $4.4M
13 Wealthspire Retirement, LLC 2.38% 468,223 $39.8M
14 Hubbell Strickland Wealth Management, LLC 2.08% 61,341 $5.2M
15 Commonwealth Financial Services, LLC 1.96% 145,768 $12.4M
16 Pinnacle Family Advisors, LLC 1.86% 46,610 $4.0M
17 Bawa N Mallick Trust 1.50% 43,000 $3.7M
18 Eq LLC 1.44% 60,280 $5.1M
19 Trevian Wealth Management LLC 1.26% 29,976 $2.5M
20 Goodwin Investment Advisory 1.24% 12,248 $1.0M
21 Arkansas Financial Group, INC. 1.19% 95,768 $8.5M
22 Sentinel Wealth Management, INC. 1.10% 16,240 $1.4M
23 Beckerman Institutional, LLC 1.08% 23,834 $2.0M
24 Defined Wealth Management, LLC 1.06% 21,339 $1.8M
25 Silicon Valley Capital Partners 0.92% 111,089 $9.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Fidelity Comwlth Tr (ONEQ)

What does the Smart Money Trend signal show for ONEQ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ONEQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ONEQ?

Slight buying edge — 52% buying: Last quarter: 182 funds bought or added vs 167 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ONEQ holders?

Strong quality — 33% AUM from major funds: 24 of 389 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ONEQ?

53% of holders stayed for 2+ years: 206 out of 390 hedge funds have held ONEQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Fidelity Comwlth Tr (ONEQ) following the 2026 Q1 hedge fund 13F filings?

As of today, ONEQ has moved -1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), ONEQ has gained +20.2% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →