FSEC Institutional Ownership & Shareholders
FIDELITY INVEST GRD SECUR (FSEC) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.64B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of FSEC tracked by InsiderSet, reporting ownership valued at approximately $9.56B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.32B, representing an estimated loss of -2.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FSEC value among the investors covered in this analysis. Major shareholders include Fmr Llc, Cetera Investment Advisers, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in FIDELITY INVEST GRD SECUR (FSEC).
This page ranks the largest institutional FSEC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
47
Total Reported Value
$9.64B
Largest Holder
Fmr Llc
Largest Position
$9.56B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.41% | 217,976,663 | $9,556,096,871 | $9,320,682,110 | -$235,414,761 | -2.46% | |
| Cetera Investment Advisers | 0.02% | 469,854 | $20,598,414 | $20,090,957 | -$507,457 | -2.46% | |
| Citadel Advisors Llc | 0.01% | 252,534 | $11,071,091 | $10,798,354 | -$272,737 | -2.46% | |
| Global Wealth Strategies & Associates | 1.68% | 219,134 | $9,151,026 | $9,370,170 | +$219,144 | +2.39% | |
| Envestnet Asset Management Inc | 0.00% | 136,208 | $5,971,374 | $5,824,254 | -$147,120 | -2.46% | |
| Thrivent Financial For Lutherans | 0.01% | 130,680 | $5,729,000 | $5,587,877 | -$141,123 | -2.46% | |
| Jpmorgan Chase & Co | 0.00% | 103,183 | $4,547,286 | $4,412,105 | -$135,181 | -2.97% | |
| Midwest Financial Network, Llc | 2.68% | 94,116 | $3,930,271 | $4,024,400 | +$94,129 | +2.39% | |
| Kestra Advisory Services, Llc | 0.01% | 74,726 | $3,275,986 | $3,195,284 | -$80,702 | -2.46% | |
| Jane Street Group, Llc | 0.00% | 48,009 | $2,104,715 | $2,052,865 | -$51,850 | -2.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 42,372 | $1,769,468 | $1,811,827 | +$42,359 | +2.39% | |
| &Partners | 0.01% | 37,862 | $1,732,720 | $1,618,979 | -$113,741 | -6.56% | |
| Kintra Wealth, Llc | 0.06% | 27,216 | $1,184,996 | $1,163,756 | -$21,240 | -1.79% | |
| Lpl Financial Llc | 0.00% | 21,483 | $941,815 | $918,613 | -$23,202 | -2.46% | |
| Mercer Global Advisors Inc | 0.00% | 19,573 | $858,058 | $836,941 | -$21,117 | -2.46% | |
| Focus Partners Wealth | 0.00% | 16,705 | $732,347 | $714,306 | -$18,041 | -2.46% | |
| Hrt Financial Lp | 0.00% | 14,619 | $640,000 | $625,108 | -$14,892 | -2.33% | |
| Synergy Asset Management, Llc | 0.06% | 14,101 | $618,188 | $602,959 | -$15,229 | -2.46% | |
| Moneco Advisors, Llc | 0.03% | 10,820 | $474,349 | $462,663 | -$11,686 | -2.46% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 9,622 | $421,828 | $411,437 | -$10,391 | -2.46% | |
| Capital Investment Advisors, Llc | 0.01% | 9,757 | $407,456 | $417,209 | +$9,753 | +2.39% | |
| Mariner, Llc | 0.00% | 9,284 | $407,011 | $396,984 | -$10,027 | -2.46% | |
| Calamos Wealth Management Llc | 0.01% | 8,963 | $392,938 | $383,258 | -$9,680 | -2.46% | |
| Curi Capital, Llc | 0.01% | 8,142 | $358,061 | $348,152 | -$9,909 | -2.77% | |
| Savant Capital, Llc | 0.00% | 8,023 | $351,729 | $343,063 | -$8,666 | -2.46% | |
| Smith Chas P & Associates Pa Cpas | 0.02% | 7,818 | $329,920 | $334,298 | +$4,378 | +1.33% | |
| Advisor Os, Llc | 0.02% | 7,346 | $322,049 | $314,115 | -$7,934 | -2.46% | |
| Verdence Capital Advisors Llc | 0.01% | 7,399 | $308,982 | $316,381 | +$7,399 | +2.39% | |
| Bank Of America Corp | 0.00% | 6,548 | $287,064 | $279,992 | -$7,072 | -2.46% | |
| J.W. Cole Advisors, Inc. | 0.00% | 6,526 | $286,090 | $279,052 | -$7,038 | -2.46% | |
| Shorehaven Wealth Partners, Llc | 0.08% | 6,226 | $259,998 | $266,224 | +$6,226 | +2.39% | |
| Rda Financial Network | 0.06% | 6,048 | $252,564 | $258,612 | +$6,048 | +2.39% | |
| Investment Partners, Ltd. | 0.04% | 5,770 | $240,956 | $246,725 | +$5,769 | +2.39% | |
| Raymond James Financial Inc | 0.00% | 5,262 | $230,686 | $225,003 | -$5,683 | -2.46% | |
| Mai Capital Management | 0.00% | 5,087 | $223,015 | $217,520 | -$5,495 | -2.46% | |
| Ifp Advisors, Inc | 0.00% | 5,252 | $219,324 | $224,576 | +$5,252 | +2.39% | |
| Howe & Rusling Inc | 0.01% | 4,975 | $218,104 | $212,731 | -$5,373 | -2.46% | |
| Meridian Wealth Management, Llc | 0.01% | 4,974 | $218,041 | $212,688 | -$5,353 | -2.45% | |
| Nwam Llc | 0.01% | 4,589 | $201,197 | $196,226 | -$4,971 | -2.47% | |
| Jones Financial Companies Lllp | 0.00% | 3,040 | $134,155 | $129,990 | -$4,165 | -3.10% | |
| Allworth Financial Lp | 0.00% | 2,629 | $115,256 | $112,416 | -$2,840 | -2.46% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,484 | $108,899 | $106,216 | -$2,683 | -2.46% | |
| Action Point Financial Planning, Llc | 0.00% | 327 | $14,336 | $13,983 | -$353 | -2.47% | |
| Tower Research Capital Llc (Trc) | 0.00% | 91 | $3,989 | $3,891 | -$98 | -2.45% | |
| Sunbelt Securities, Inc. | 0.00% | 12 | $526 | $513 | -$13 | -2.45% | |
| Morgan Stanley | 0.00% | 10 | $466 | $428 | -$38 | -8.24% | |
| Farther Finance Advisors, Llc | 0.00% | 0 | $8 | — | — | — |
Frequently asked questions about FSEC
Who are the largest institutional holders of FSEC?
The largest institutional holders of FSEC reported in the latest SEC Form 13F filings include Fmr Llc, Cetera Investment Advisers, Citadel Advisors Llc, Global Wealth Strategies & Associates, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported FSEC position.
What is FSEC institutional ownership?
This page tracks FSEC positions reported by institutional investment managers through SEC Form 13F. FIDELITY INVEST GRD SECUR (FSEC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FSEC?
InsiderSet currently tracks 47 institutional managers reporting FSEC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FSEC shareholders.
How much FSEC stock do institutions own?
Institutional investment managers disclosed approximately $9.64B in FSEC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FSEC institutional ownership last updated?
The latest FSEC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FSEC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FSEC position after the reporting date.
Are institutions buying or selling FSEC?
Institutional buying and selling can be analyzed by comparing FSEC positions across consecutive 13F reporting periods. InsiderSet's FSEC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FSEC ownership changes.
How has FSEC institutional ownership changed over time?
InsiderSet tracks FSEC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.