Fidelity Invest GRD SecurFSECETF

13F holders, Q2 2025 (June 30)
34holders +14
18new positions
4sold out
1famous investor
$43.56avg. 13F price*

At the end of Q2 2025, 34 institutions reported holding Fidelity Invest GRD Secur (FSEC) in their 13F filings, up 14 from Q1 2025. 18 opened new positions and 4 sold out. The largest holders were FMR LLC ($7.9B), Citadel Advisors ($4.7M) and Goldman Sachs Group Inc. ($3.9M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions18$7.3M
Exits4$921K

All 13F filers, Q1 2025 → Q2 2025: 19,838,226 shares bought and 39,843 shares sold, net +19,798,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

FMR LLC 0.44% Add +12.2% 180,333,009 $7.9B
Citadel Advisors 0.00% Add +35.7% 107,776 $4.7M
Goldman Sachs Group Inc. 0.00% Add +182.4% 89,837 $3.9M
Integrity Alliance, Llc. 0.20% Add +14.5% 85,715 $3.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -19.4% 65,935 $2.9M
Jane Street Group, LLC 0.00% New 57,825 $2.5M
JPMorgan Chase & Co. 0.00% Add +840.7% 19,049 $830K
Susquehanna International Group, LLP 0.00% New 14,657 $638K
HRT Financial LP 0.00% New 14,441 $629K
LPL Financial LLC 0.00% Add +67.5% 11,422 $498K
Envestnet Asset Management Inc. 0.00% New 11,267 $491K
Cetera Investment Advisers 0.00% New 10,807 $471K
Nwam LLC 0.02% New 9,353 $404K
Osaic Holdings, Inc. 0.00% Reduce -14.7% 8,997 $393K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.6% 8,997 $392K
Calamos Wealth Management LLC 0.02% No change 8,963 $390K
Mission Wealth Management, LP 0.01% New 7,363 $321K
UBS Group AG 0.00% Add +344.6% 7,220 $315K
Creative Planning 0.00% New 7,200 $314K
First Citizens Bank & Trust Co. 0.01% New 6,839 $298K
Mercer Global Advisors Inc. 0.00% New 6,383 $278K
Gries Financial LLC 0.05% New 6,246 $272K
High Falls Advisors, Inc 0.05% New 5,565 $242K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,102 $135K
IFP Advisors, Inc 0.00% New 2,500 $109K
EP Wealth Advisors, LLC 0.00% New 2,338 $102K
Allworth Financial LP 0.00% New 1,850 $81K
Morgan Stanley 0.00% Add +133.0% 1,750 $76K
Raymond James Financial Inc. 0.00% New 1,193 $52K
MAI Capital Management 0.00% No change 1,130 $49K
St Germain D J Co. Inc. 0.00% New 1,093 $48K
Sterling Capital Management LLC 0.00% Add +0.9% 561 $24K
Twin Peaks Wealth Advisors, LLC 0.00% New 87 $4K
Sunbelt Securities, Inc. 0.00% No change 12 $510

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