FIDELITY INVEST GRD SECUR FSEC
$43.82
+0.1% 52w: $41.02 – $44.22
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data41.0242.6244.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
46
+3 QoQ
13F value
$9.15B
+2.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FSEC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 207.1M | $9.08B | 0.5% | +3.4% |
| Cetera Investment Advisers | Wealth advisor | 385.2K | $16.9M | 0.0% | +12.7% |
| Global Wealth Strategies & Associates | Wealth advisor | 188.7K | $8.3M | 2.0% | New |
| JANE STREET GROUP, LLC | Market maker | 182.7K | $8.0M | 0.0% | +1373.3% |
| KINTRA WEALTH, LLC | Wealth advisor | 145.4K | $6.4M | 0.5% | +0.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 87.9K | $3.9M | 0.0% | +44.4% |
| JPMORGAN CHASE & CO | Bank broker | 80.8K | $3.5M | 0.0% | +99.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 66.2K | $2.9M | 0.0% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 41.3K | $1.8M | 0.0% | -37.9% |
| &PARTNERS | Diversified mechanical | 33.3K | $1.4M | 0.0% | +63.8% |
| RCS Financial Planning, LLC | Wealth advisor | 27.1K | $1.2M | 0.6% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 26.9K | $1.2M | 0.0% | New |
| LPL Financial LLC | Bank broker | 20.5K | $899K | 0.0% | -7.2% |
| Midwest Financial Network, LLC | Wealth advisor | 16.4K | $717K | 0.6% | New |
| Granite Harbor Advisors, Inc. | Wealth advisor | 15.1K | $660K | 0.3% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 12.5K | $550K | 0.0% | -5.2% |
| Creative Planning | Wealth advisor | 11.8K | $516K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 11.4K | $498K | 0.0% | +12.4% |
| Csenge Advisory Group | Wealth advisor | 10.7K | $467K | 0.0% | -15.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 10.4K | $456K | 0.0% | New |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 9.6K | $422K | 0.0% | +5.8% |
| Calamos Advisors LLC | Other | 9.0K | $393K | 0.0% | New |
| Calamos Wealth Management LLC | Other | 9.0K | $393K | 0.0% | Held |
| Focus Partners Wealth | Wealth advisor | 8.7K | $379K | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 8.3K | $364K | 0.0% | New |
| SMITH CHAS P & ASSOCIATES PA CPAS ★2 | Fundamental diversified | 7.8K | $343K | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 6.2K | $273K | 0.0% | +330.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.8K | $254K | 0.0% | New |
| Savant Capital, LLC | Wealth advisor | 5.5K | $240K | 0.0% | New |
| Valeo Financial Advisors, LLC | Wealth advisor | 5.3K | $231K | 0.0% | New |
| ShoreHaven Wealth Partners, LLC | Wealth advisor | 5.1K | $225K | 0.1% | -0.6% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 5.1K | $223K | 0.1% | Held |
| RDA Financial Network | Other | 4.8K | $209K | 0.1% | New |
| Advisory Services Network, LLC | Diversified mechanical | 3.0K | $132K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 3.0K | $130K | 0.0% | +124.2% |
| ROYAL BANK OF CANADA | Bank broker | 2.9K | $126K | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 1.9K | $81K | 0.0% | Held |
| Cornerstone Planning Group LLC | Wealth advisor | 1.8K | $81K | 0.0% | +0.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 1.8K | $78K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 1.7K | $76K | 0.0% | +1.5% |
| Sterling Capital Management LLC | Diversified mechanical | 581 | $25K | 0.0% | +1.6% |
| UBS Group AG | Bank broker | 542 | $24K | 0.0% | +263.8% |
| TWIN PEAKS WEALTH ADVISORS, LLC | Wealth advisor | 184 | $8K | 0.0% | New |
| Sound Income Strategies, LLC | Diversified mechanical | 116 | $5K | 0.0% | Held |
| Sunbelt Securities, Inc. | Diversified mechanical | 12 | $526 | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 10 | $481 | 0.0% | -80.8% |
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