Filing Research | FIDELITY COMWLTH TR Institutional Holdings

Snapshot holdings

50 / 148 loaded

#		Instrument	quantity
1	Heck Capital Advisors, LLC	Shares	597.0KSH	$61.6M
2	TCP Asset Management, LLC	Shares	308.6KSH	$31.9M
3	Procyon Advisors, LLC	Shares	235.5KSH	$24.3M
4	EQ LLC	Shares	210.9KSH	$21.8M
5	Commonwealth Financial Services, LLC	Shares	175.1KSH	$18.1M
6	FOCUS Wealth Advisors, LLC	Shares	114.1KSH	$11.8M
7	jvl associates llc	Shares	109.7KSH	$11.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	103.4KSH	$10.7M
9	Farther Finance Advisors, LLC	Shares	94.9KSH	$9.8M
10	ARKANSAS FINANCIAL GROUP, INC.	Shares	89.5KSH	$9.2M
11	David Kennon Inc	Shares	76.0KSH	$7.8M
12	Spire Wealth Management	Shares	68.0KSH	$7.0M
13	Lineweaver Wealth Advisors, LLC	Shares	58.6KSH	$6.0M
14	Cornerstone Wealth Management, LLC	Shares	54.8KSH	$5.7M
15	Strategic Blueprint, LLC	Shares	46.2KSH	$4.8M
16	Pacific Capital Wealth Advisors, Inc.	Shares	45.1KSH	$4.7M
17	Roxbury Financial LLC	Shares	41.6KSH	$4.3M
18	Blue Zone Wealth Advisors, LLC	Shares	39.2KSH	$4.0M
19	Secure Asset Management, LLC	Shares	37.0KSH	$3.8M
20	Capital Investment Advisory Services, LLC	Shares	36.3KSH	$3.7M
21	Patriot Financial Group Insurance Agency, LLC	Shares	31.1KSH	$3.2M
22	Trevian Wealth Management LLC	Shares	30.0KSH	$3.1M
23	CRA Financial Services, LLC	Shares	28.4KSH	$2.9M
24	IFP Advisors, Inc	Shares	27.0KSH	$2.8M
25	HWG Holdings LP	Shares	24.4KSH	$2.5M
26	Wealth Management Associates, Inc.	Shares	23.0KSH	$2.4M
27	MISSION WEALTH MANAGEMENT, LP	Shares	22.1KSH	$2.3M
28	J.W. COLE ADVISORS, INC.	Shares	20.1KSH	$2.1M
29	Higgins & Schmidt Wealth Strategies LLC	Shares	17.7KSH	$1.8M
30	Hilltop National Bank	Shares	16.4KSH	$1.7M
31	Financial Partners Group, Inc	Shares	15.0KSH	$1.6M
32	Carroll Advisory Group, LLC	Shares	12.4KSH	$1.3M
33	Avondale Wealth Management	Shares	12.0KSH	$1.2M
34	Clark Asset Management, LLC	Shares	11.8KSH	$1.2M
35	RiverTree Advisors, LLC	Shares	11.8KSH	$1.2M
36	SteelPeak Wealth, LLC	Shares	11.5KSH	$1.2M
37	Brookstone Capital Management	Shares	11.4KSH	$1.2M
38	Sowell Financial Services LLC	Shares	11.4KSH	$1.2M
39	Eagle Strategies LLC	Shares	11.1KSH	$1.1M
40	Tradewinds Capital Management, LLC	Shares	10.9KSH	$1.1M
41	PARAGON CAPITAL MANAGEMENT INC	Shares	10.6KSH	$1.1M
42	Sterling Investment Counsel, LLC	Shares	10.5KSH	$1.1M
43	Prospera Financial Services Inc	Shares	10.4KSH	$1.1M
44	Wealth Alliance Advisory Group, LLC	Shares	9.2KSH	$952.7K
45	Avior Wealth Management, LLC	Shares	8.0KSH	$830.4K
46	Pacific Point Advisors, LLC	Shares	7.7KSH	$797.9K
47	Merit Financial Group, LLC	Shares	7.6KSH	$783.1K
48	CAPITAL ADVISORS INC/OK	Shares	7.2KSH	$739.6K
49	Grandview Asset Management LLC	Shares	7.1KSH	$731.2K
50	HOWARD WEALTH MANAGEMENT, LLC	Shares	6.9KSH	$707.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 150 loaded

#		Instrument
1	Procyon Advisors, LLC added	Shares	+231.8K	+$24.0M	$24.3M
2	EQ LLC added	Shares	+150.6K	+$16.6M	$21.8M
3	Heck Capital Advisors, LLC added	Shares	+10.3K	+$11.8M	$61.6M
4	FOCUS Wealth Advisors, LLC new	Shares	+114.1K	+$11.8M	$11.8M
5	Farther Finance Advisors, LLC added	Shares	+90.6K	+$9.4M	$9.8M
6	TCP Asset Management, LLC added	Shares	+6.6K	+$6.2M	$31.9M
7	Commonwealth Financial Services, LLC added	Shares	+29.4K	+$5.7M	$18.1M
8	Secure Asset Management, LLC new	Shares	+37.0K	+$3.8M	$3.8M
9	J.W. COLE ADVISORS, INC. new	Shares	+20.1K	+$2.1M	$2.1M
10	jvl associates llc trimmed	Shares	-1.2K	+$1.9M	$11.3M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.9K	+$1.5M	$10.7M
12	HWG Holdings LP added	Shares	+7.4K	+$1.1M	$2.5M
13	Spire Wealth Management trimmed	Shares	-2.1K	+$1.1M	$7.0M
14	Lineweaver Wealth Advisors, LLC trimmed	Shares	-691	+$1.0M	$6.0M
15	Clark Asset Management, LLC added	Shares	+8.5K	+$936.1K	$1.2M
16	Roxbury Financial LLC added	Shares	+1.3K	+$874.9K	$4.3M
17	Cornerstone Wealth Management, LLC trimmed	Shares	-2.0K	+$831.4K	$5.7M
18	Strategic Blueprint, LLC trimmed	Shares	-168	+$831.3K	$4.8M
19	Pacific Point Advisors, LLC new	Shares	+7.7K	+$797.9K	$797.9K
20	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.0K	+$740.7K	$2.3M
21	Blue Zone Wealth Advisors, LLC added	Shares	+245	+$738.6K	$4.0M
22	ARKANSAS FINANCIAL GROUP, INC. trimmed	Shares	-6.3K	+$705.3K	$9.2M
23	Trevian Wealth Management LLC unchanged	Shares	0	+$548.9K	$3.1M
24	IFP Advisors, Inc added	Shares	+332	+$522.1K	$2.8M
25	CRA Financial Services, LLC trimmed	Shares	-50	+$515.8K	$2.9M
26	Ballentine Partners, LLC new	Shares	+4.7K	+$489.1K	$489.1K
27	Capital Investment Advisory Services, LLC trimmed	Shares	-2.3K	+$473.2K	$3.7M
28	Wealth Management Associates, Inc. added	Shares	+516	+$465.6K	$2.4M
29	Covenant Asset Management, LLC new	Shares	+3.7K	+$378.8K	$378.8K
30	Merit Financial Group, LLC added	Shares	+2.6K	+$358.7K	$783.1K
31	Hilltop National Bank unchanged	Shares	0	+$299.6K	$1.7M
32	Higgins & Schmidt Wealth Strategies LLC trimmed	Shares	-343	+$294.5K	$1.8M
33	SteelPeak Wealth, LLC added	Shares	+763	+$276.0K	$1.2M
34	Financial Partners Group, Inc trimmed	Shares	-112	+$265.6K	$1.6M
35	First Heartland Consultants, Inc. new	Shares	+2.5K	+$254.0K	$254.0K
36	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+2.4K	+$249.8K	$249.8K
37	SAX WEALTH ADVISORS, LLC new	Shares	+2.9K	+$245.6K	$245.6K
38	Arista Wealth Management, LLC new	Shares	+2.3K	+$241.5K	$241.5K
39	Southland Equity Partners LLC new	Shares	+2.3K	+$234.1K	$234.1K
40	Avondale Wealth Management added	Shares	+138	+$231.3K	$1.2M
41	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+2.2K	+$230.5K	$230.5K
42	Family Investment Center, Inc. new	Shares	+2.2K	+$222.1K	$222.1K
43	Brookstone Capital Management added	Shares	+156	+$222.1K	$1.2M
44	Berman McAleer LLC new	Shares	+2.1K	+$214.7K	$214.7K
45	S Harris Financial Group, LLC new	Shares	+2.0K	+$206.4K	$206.4K
46	Eagle Strategies LLC added	Shares	+1	+$204.1K	$1.1M
47	JGP Wealth Management, LLC new	Shares	+1.9K	+$200.2K	$200.2K
48	Sowell Financial Services LLC trimmed	Shares	-100	+$199.7K	$1.2M
49	Tradewinds Capital Management, LLC added	Shares	+6	+$199.4K	$1.1M
50	PARAGON CAPITAL MANAGEMENT INC added	Shares	+68	+$199.2K	$1.1M

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