Fidelity Invest GRD SecurFSECETF

13F holders, Q4 2025 (December 31)
43holders +2
14new positions
11sold out
1famous investor
$44.13avg. 13F price*

At the end of Q4 2025, 43 institutions reported holding Fidelity Invest GRD Secur (FSEC) in their 13F filings, up 2 from Q3 2025. 14 opened new positions and 11 sold out. The largest holders were FMR LLC ($8.8B), Cetera Investment Advisers ($15.1M) and Kintra Wealth, LLC ($6.4M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$11.6M
Exits11$9.7M

All 13F filers, Q3 2025 → Q4 2025: 7,129,510 shares bought and 241,871 shares sold, net +6,887,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 43 holders

FMR LLC 0.45% Add +3.3% 200,299,217 $8.8B
Cetera Investment Advisers 0.02% Add +2051.6% 341,761 $15.1M
Kintra Wealth, LLC 0.89% New 144,832 $6.4M
Citadel Advisors 0.00% Add +287.8% 121,727 $5.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.6% 66,495 $2.9M
Envestnet Asset Management Inc. 0.00% Add +91.3% 60,889 $2.7M
JPMorgan Chase & Co. 0.00% Add +9.8% 40,522 $1.8M
LPL Financial LLC 0.00% Add +93.3% 22,085 $975K
&partners 0.00% New 20,317 $898K
Granite Harbor Advisors, Inc. 0.28% New 15,053 $664K
Mercer Global Advisors Inc. 0.00% New 13,234 $584K
Stifel Financial Corp. 0.00% Add +95.4% 13,102 $578K
Csenge Advisory Group 0.03% New 12,657 $559K
Jane Street Group, LLC 0.00% New 12,401 $547K
High Falls Advisors, Inc 0.11% Add +4.9% 12,305 $543K
Northwestern Mutual Wealth Management Co. 0.00% Add +39.0% 10,110 $446K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.1% 9,092 $401K
Calamos Wealth Management LLC 0.01% No change 8,963 $396K
Two Sigma Securities, LLC 0.05% Reduce -31.2% 8,105 $358K
Smith Chas P & Associates Pa Cpas 0.02% New 7,818 $345K
Captrust Financial Advisors 0.00% Reduce -12.2% 6,806 $300K
Glenview Trust Co 0.00% New 6,530 $288K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -27.9% 6,412 $283K
Indiana Trust & Investment Management Co 0.08% New 6,266 $277K
Bank of America Corp. 0.00% Add +96.5% 5,417 $239K
J.W. Cole Advisors, Inc. 0.01% Add +4.8% 5,350 $236K
Dentgroup LLC 0.16% Reduce -2.0% 5,212 $230K
HighTower Advisors, LLC 0.00% New 5,203 $230K
ShoreHaven Wealth Partners, LLC 0.08% New 5,151 $227K
Old Mission Capital LLC 0.01% New 5,067 $224K
Mid-American Wealth Advisory Group, Inc. 0.09% New 5,055 $223K
Nwam LLC 0.01% Reduce -42.1% 4,651 $206K
Blue Trust, Inc. 0.00% New 3,329 $147K
Cornerstone Planning Group LLC 0.01% No change 1,842 $82K
Allworth Financial LP 0.00% Reduce -74.5% 1,850 $82K
IFP Advisors, Inc 0.00% Add +6.7% 1,707 $75K
MAI Capital Management 0.00% Reduce -66.6% 1,443 $64K
AE Wealth Management LLC 0.00% Reduce -40.1% 1,320 $58K
Sterling Capital Management LLC 0.00% Add +1.1% 572 $25K
UBS Group AG 0.00% Reduce -95.7% 149 $7K
Sound Income Strategies, LLC 0.00% No change 116 $5K
Morgan Stanley 0.00% Add +2500.0% 52 $2K
Sunbelt Securities, Inc. 0.00% No change 12 $530

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