Who Owns FIDELITY INVEST GRD SECUR (FSEC)? -- Institutional Holders (2026-06-30)

66 institutions reported holding $9.64B of FIDELITY INVEST GRD SECUR (FSEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($9.56B), Cetera Investment Advisers ($20.6M), CITADEL ADVISORS LLC ($11.1M), Global Wealth Strategies & Associates ($9.3M), ENVESTNET ASSET MANAGEMENT INC ($6.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FMR LLC	$9.56B	218.0M	Added
2	Cetera Investment Advisers	$20.6M	469,854	Added
3	CITADEL ADVISORS LLC	$11.1M	252,534	New
4	Global Wealth Strategies & Associates	$9.3M	213,061	Added
5	ENVESTNET ASSET MANAGEMENT INC	$6.0M	136,208	Added
6	Thrivent Financial for Lutherans	$5.7M	130,680	New
7	JPMORGAN CHASE & CO	$4.5M	103,183	Added
8	Kestra Advisory Services, LLC	$3.3M	74,726	Added
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.0M	68,557	Added
10	JANE STREET GROUP, LLC	$2.1M	48,009	Trimmed
11	&PARTNERS	$1.7M	37,862	Added
12	Midwest Financial Network, LLC	$1.5M	34,887	Added
13	RCS Financial Planning, LLC	$1.2M	27,097	Added
14	Evergreen Wealth Solutions, LLC	$1.2M	27,216	Trimmed
15	Creative Planning	$1.1M	26,212	Added
16	LPL Financial LLC	$941,815	21,483	Added
17	MERCER GLOBAL ADVISORS INC /ADV	$858,058	19,573	Added
18	Focus Partners Wealth	$732,347	16,705	Added
19	HRT FINANCIAL LP	$640,000	14,619	New
20	Synergy Asset Management, LLC	$618,188	14,101	New
21	Capital Investment Advisors, LLC	$495,810	11,310	New
22	MONECO Advisors, LLC	$474,349	10,820	New
23	Envestnet Portfolio Solutions, Inc.	$421,828	9,622	Hold
24	Galvin, Gaustad & Stein, LLC	$418,365	9,543	New
25	Mariner, LLC	$407,011	9,284	New

来源：SEC 13F 申报文件 · 截至 2026-06-30