Fidelity Invest GRD SecurFSECETF

13F holders, Q2 2026 (June 30)
51holders +4
20new positions
15sold out
1famous investor
$43.84avg. 13F price*

At the end of Q2 2026, 51 institutions reported holding Fidelity Invest GRD Secur (FSEC) in their 13F filings, up 4 from Q1 2026. 20 opened new positions and 15 sold out. The largest holders were FMR LLC ($9.6B), Cetera Investment Advisers ($20.6M) and Citadel Advisors ($11.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fidelity Invest GRD Secur
CUSIP
316188705
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 6Q1 2024Q2 2024: 5Q2 2024Q3 2024: 9Q3 2024Q4 2024: 14Q4 2024Q1 2025: 20Q1 2025Q2 2025: 34Q2 2025Q3 2025: 41Q3 2025Q4 2025: 43Q4 2025Q1 2026: 47Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$22.3M
Exits15$4.6M

All 13F filers, Q1 2026 → Q2 2026: 11,618,323 shares bought and 364,361 shares sold, net +11,253,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

FMR LLC 0.42% Add +5.2% 217,976,663 $9.6B
Cetera Investment Advisers 0.02% Add +22.0% 469,854 $20.6M
Citadel Advisors 0.01% New 252,534 $11.1M
Global Wealth Strategies & Associates 1.77% Add +12.9% 213,061 $9.3M
Envestnet Asset Management Inc. 0.00% Add +54.9% 136,208 $6.0M
Thrivent Financial for Lutherans 0.01% New 130,680 $5.7M
JPMorgan Chase & Co. 0.00% Add +27.8% 103,183 $4.5M
Kestra Advisory Services, LLC 0.01% Add +12.9% 74,726 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +66.1% 68,557 $3.0M
Jane Street Group, LLC 0.00% Reduce -73.7% 48,009 $2.1M
&partners 0.01% Add +13.8% 37,862 $1.7M
Midwest Financial Network, LLC 1.04% Add +113.3% 34,887 $1.5M
RCS Financial Planning, LLC 0.56% Add +0.1% 27,097 $1.2M
Kintra Wealth, LLC 0.06% Reduce -81.3% 27,216 $1.2M
Creative Planning 0.00% Add +122.8% 26,212 $1.1M
LPL Financial LLC 0.00% Add +4.8% 21,483 $942K
Mercer Global Advisors Inc. 0.00% Add +56.0% 19,573 $858K
Focus Partners Wealth 0.00% Add +93.1% 16,705 $732K
HRT Financial LP 0.00% New 14,619 $640K
Synergy Asset Management, LLC 0.06% New 14,101 $618K
Capital Investment Advisors, LLC 0.01% New 11,310 $496K
Moneco Advisors, LLC 0.03% New 10,820 $474K
Envestnet Portfolio Solutions, Inc. 0.00% No change 9,622 $422K
Galvin, Gaustad & Stein, LLC 0.03% New 9,543 $418K
Mariner, LLC 0.00% New 9,284 $407K
Calamos Wealth Management LLC 0.01% No change 8,963 $393K
RDA Financial Network 0.08% Add +77.7% 8,458 $371K
Curi Capital, LLC 0.01% New 8,142 $358K
Savant Capital, LLC 0.00% Add +46.8% 8,023 $352K
Smith Chas P & Associates Pa Cpas 0.02% No change 7,818 $343K
Advisor OS, LLC 0.02% New 7,346 $322K
Foundation Wealth Management, LLC\PA 0.10% New 7,184 $315K
Bank of America Corp. 0.00% New 6,548 $287K
J.W. Cole Advisors, Inc. 0.00% New 6,526 $286K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -49.8% 5,709 $250K
AE Wealth Management LLC 0.00% Add +88.6% 5,580 $245K
ShoreHaven Wealth Partners, LLC 0.07% Add +3.0% 5,273 $231K
Raymond James Financial Inc. 0.00% Reduce -9.1% 5,262 $231K
MAI Capital Management 0.00% Reduce -18.2% 5,087 $223K
Howe & Rusling Inc. 0.01% New 4,975 $218K
Meridian Wealth Management, LLC 0.01% New 4,974 $218K
Nwam LLC 0.01% New 4,589 $201K
Jones Financial Companies LLLP 0.00% New 3,040 $134K
Allworth Financial LP 0.00% Add +42.1% 2,629 $115K
Steward Partners Investment Advisory, LLC 0.00% New 2,484 $109K
Cornerstone Planning Group LLC 0.01% Add +0.1% 1,845 $80K
Farther Finance Advisors, LLC 0.00% Add +0.6% 1,796 $79K
IFP Advisors, Inc 0.00% No change 1,732 $76K
Fiduciary Financial Advisors 0.00% New 327 $14K
Tower Research Capital LLC (TRC) 0.00% New 91 $4K
Morgan Stanley 0.00% No change 10 $466

"% of holder's portfolio" is FSEC's weight in each manager's 13F, not the share of Fidelity Invest GRD Secur the manager owns.