FIDELITY INVEST GRD SECUR (FSEC) Institutional Ownership Changes & 13F Activity

FIDELITY INVEST GRD SECUR (FSEC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fmr Llc, Citadel Advisors Llc, Jane Street Group, Llc, Thrivent Financial For Lutherans, and Kintra Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+48,284+54.9%136,208$5.97MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+252,534—252,534$11.07MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+7,029+56.0%19,573$858.06KQ2 2026Aug 19, 2026
Jane Street Group, LlcSell-134,695-73.7%48,009$2.10MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+130,680—130,680$5.73MQ2 2026Aug 14, 2026
Kintra Wealth, LlcSell-118,218-81.3%27,216$1.18MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+14,619—14,619$640.00KQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+8,142—8,142$358.06KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+6,548—6,548$287.06KQ2 2026Aug 14, 2026
&PartnersBuy+4,587+13.8%37,862$1.73MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3,040—3,040$134.16KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-1,130-18.2%5,087$223.01KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-527-9.1%5,262$230.69KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+327—327$14.34KQ2 2026Aug 14, 2026
Fmr LlcBuy+10,830,230+5.2%217,976,663$9.56BQ2 2026Aug 13, 2026
Mariner, LlcBuy+9,284—9,284$407.01KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+2,484—2,484$108.90KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+103,183—103,183$4.55MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+84,688+22.0%469,854$20.60MQ2 2026Aug 12, 2026
Focus Partners WealthBuy+8,053+93.1%16,705$732.35KQ2 2026Aug 12, 2026
Moneco Advisors, LlcBuy+10,820—10,820$474.35KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+779+42.1%2,629$115.26KQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Buy+91—91$3.99KQ2 2026Aug 11, 2026
Howe & Rusling IncBuy+4,975—4,975$218.10KQ2 2026Aug 10, 2026
Savant Capital, LlcBuy+2,556+46.8%8,023$351.73KQ2 2026Aug 10, 2026
Brighton Jones LlcSell-6,267-100.0%0$0.00Q2 2026Aug 07, 2026
Lpl Financial LlcBuy+980+4.8%21,483$941.82KQ2 2026Aug 07, 2026
Capital Investment Advisors, LlcBuy+11,310—11,310$495.81KQ2 2026Aug 06, 2026
Advisor Os, LlcBuy+7,346—7,346$322.05KQ2 2026Aug 05, 2026
Meridian Wealth Management, LlcBuy+4,974—4,974$218.04KQ2 2026Aug 05, 2026
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Frequently asked questions about FSEC activity

  • Which institutional owners are buying FSEC?

    Institutional owners buying FSEC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FSEC activity?

    "Buy" means an investor increased their reported position in FSEC compared to the prior reporting period. This reflects growing exposure to FIDELITY INVEST GRD SECUR (FSEC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FSEC increasing?

    Institutional interest in FSEC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.