Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Comwlth Tr (ONEQ)

438 + 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
↑ +51
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — ONEQ

Based on 441 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ONEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
441 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

203 buying163 selling
Last quarter: 203 funds bought or added vs 163 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.
📈

More new buyers each quarter (+45 vs last Q)

new funds entering per quarter
Funds opening a new ONEQ position: 51 → 61 → 39 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 26% new
223 out of 441 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.
💰

Value +33% but shares only +9% — price-driven

Value
+33%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~84 new funds/quarter

66 → 51 → 61 → 39 → 84 new funds/Q
New funds entering each quarter: 51 → 61 → 39 → 84. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 33% newcomers

■ 53% veterans ■ 15% 1-2yr ■ 33% new
Entry-cohort mix of 443 holders: 233 (53%) are 2+ year veterans, 66 entered 1–2 years ago, and 144 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
24 of 441 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 203 hedge funds were net buyers of ONEQ (84 opened a new position, 119 added to an existing one), while 163 reduced or exited (130 trimmed, 33 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 32% of total institutional value in ONEQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +51 funds (more new holders than closures). Total institutional holders: 441.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 9 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ONEQ
438 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 438 390 12.31%
13F Shares 20M 19M 8.38%
Total Value $1.97B $1.49B 32.02%
New Positions 83 39 +44
Increased Positions 119 142 -23
Closed Positions 35 54 -19
Reduced Positions 127 113 +14
Total Calls 2 2 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: ONEQ

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Financial Highlights

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Institutional Holders (2026 Q2)

438 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lebenthal Global Advisors, LLC 7.40% 531,655 $54.9M
2 Prasad Wealth Partners, LLC 6.29% 253,291 $26.1M
3 FOCUS Wealth Advisors, LLC 5.46% 114,078 $11.8M
4 Eq LLC 5.34% 210,859 $21.8M
5 Harvest Investment Advisors, LLC 4.63% 90,374 $9.3M
6 Heck Capital Advisors, LLC 3.68% 596,957 $61.6M
7 TCP Asset Management, LLC 3.61% 308,626 $31.9M
8 Keenan, LLC 3.54% 48,615 $5.0M
9 LJI Wealth Management, LLC 3.53% 244,076 $25.2M
10 Roxbury Financial LLC 3.39% 41,555 $4.3M
11 Variant Private Wealth, LLC 3.25% 27,963 $2.9M
12 jvl associates llc 3.21% 109,689 $11.3M
13 Cedar Point Capital Partners, LLC 3.12% 52,604 $5.4M
14 David Kennon Inc 2.59% 76,041 $7.8M
15 Wealthspire Retirement, LLC 2.57% 452,346 $46.8M
16 Goodwin Investment Advisory 2.55% 12,248 $1.3M
17 Commonwealth Financial Services, LLC 2.43% 175,131 $18.1M
18 Hubbell Strickland Wealth Management, LLC 2.30% 61,622 $6.4M
19 Pinnacle Family Advisors, LLC 1.99% 45,863 $4.7M
20 Bawa N Mallick Trust 1.44% 43,000 $4.4M
21 Trevian Wealth Management LLC 1.32% 29,976 $3.1M
22 Norinchukin Bank, The 1.30% 1,298,000 $134.0M
23 Arkansas Financial Group, INC. 1.20% 89,482 $9.2M
24 Fortune Financial Group, Inc. 1.20% 14,840 $1.5M
25 Sentinel Wealth Management, INC. 1.18% 16,240 $1.7M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ONEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ONEQ?

Slight buying edge — 55% buying: Last quarter: 203 funds bought or added vs 163 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 — 32% AUM from major funds: 24 of 441 holders rank in the top 100 by AUM, accounting for 32% 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?

51% of holders stayed for 2+ years: 223 out of 441 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.

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.

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