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FIDELITY COMWLTH TR
FIDELITY COMWLTH TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 50 Institutional holders with a total value of $79,030,395.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 70,754 14,973,000 18.95%
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,577 8,164,000 10.33%
3 Sigma Planning Corp 24,753 5,238,000 6.63%
4 Cambridge Investment Research Advisors, Inc. 24,371 5,157,000 6.53%
5 SMITH CHAS P & ASSOCIATES PA CPAS 22,468 4,755,000 6.02%
6 FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 17,758 3,758,000 4.76%
7 UBS Group AG 15,463 3,272,000 4.14%
8 ADVISOR GROUP, INC. 14,745 3,120,000 3.95%
9 SILICON VALLEY CAPITAL PARTNERS 14,633 3,097,000 3.92%
10 HighTower Advisors, LLC 12,472 2,641,000 3.34%
11 Kovack Advisors, Inc. 12,103 2,561,000 3.24%
12 MORGAN STANLEY 10,650 2,254,000 2.85%
13 WEALTHSOURCE PARTNERS, LLC 10,059 2,129,000 2.69%
14 Commonwealth Equity Services, Inc 10,018 2,120,000 2.68%
15 ALBION FINANCIAL GROUP /UT 8,794 1,861,000 2.35%
16 LPL Financial LLC 8,490 1,810,000 2.29%
17 WELLS FARGO & COMPANY/MN 6,572 1,391,000 1.76%
18 RISK PARADIGM GROUP, LLC 5,089 1,076,934 1.36%
19 GOLDMAN SACHS GROUP INC 4,962 1,050,000 1.33%
20 FMR LLC 4,694 993,000 1.26%
21 ALLEGIS INVESTMENT ADVISORS, LLC 4,164 881,000 1.11%
22 IFP ADVISORS, INC 3,312 701,000 0.89%
23 Ruggie Capital Group 2,985 632,000 0.80%
24 CORNERSTONE WEALTH MANAGEMENT, LLC 2,921 623,000 0.79%
25 PINNACLE FAMILY ADVISORS, LLC 2,876 608,000 0.77%
26 MSI Financial Services Inc 2,220 470,000 0.59%
27 Private Advisor Group, LLC 1,822 398,000 0.50%
28 AMERIPRISE FINANCIAL INC 1,827 387,000 0.49%
29 LIDO ADVISORS, LLC 1,732 367,000 0.46%
30 LINCOLN NATIONAL CORP 1,528 323,000 0.41%
31 RIKOON GROUP, LLC 1,425 322,000 0.41%
32 ROYAL BANK OF CANADA 1,186 251,000 0.32%
33 Fisher Asset Management, LLC 1,007 213,000 0.27%
34 1832 Asset Management L.P. 1,000 212,000 0.27%
35 B. Riley Wealth Advisors, Inc. 984 209,000 0.26%
36 LADENBURG THALMANN FINANCIAL SERVICES INC. 990 209,000 0.26%
37 Creative Planning 648 137,000 0.17%
38 Sandy Spring Bank 530 112,000 0.14%
39 EDMOND DE ROTHSCHILD HOLDING S.A. 500 106,000 0.13%
40 WFG Advisors, LP 427 90,000 0.11%
41 RPG FAMILY WEALTH ADVISORY, LLC 361 76,394 0.10%
42 KELMAN-LAZAROV, INC. 350 74,067 0.09%
43 Orion Porfolio Solutions, LLC 313 66,000 0.08%
44 SEVENBRIDGE FINANCIAL GROUP, LLC 200 41,000 0.05%
45 BlackRock Finance, Inc. 156 33,000 0.04%
46 GENEOS WEALTH MANAGEMENT INC. 118 24,000 0.03%
47 Capital Advisors, Ltd. LLC 96 20,000 0.03%
48 US BANCORP \DE\ 89 19,000 0.02%
49 MANUFACTURERS LIFE INSURANCE COMPANY, THE 21 5,000 0.01%
50 Parallax Volatility Advisers, L.P. 1 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.