Who Owns FID 500 INDEX FD (FXAIX)? -- Institutional Holders (2026-06-30)

30 institutions reported holding $112.2M of FID 500 INDEX FD (FXAIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequent Asset Management, LLC ($54.4M), Wealthspire Advisors, LLC ($32.7M), Fulton Bank, N.A. ($6.2M), Sippican Capital Advisors ($2.9M), Williams Jones Wealth Management, LLC. ($2.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sequent Asset Management, LLC	$54.4M	208,403	Trimmed
2	Wealthspire Advisors, LLC	$32.7M	125,005	New
3	Fulton Bank, N.A.	$6.2M	23,864	Added
4	Sippican Capital Advisors	$2.9M	10,959	Added
5	Williams Jones Wealth Management, LLC.	$2.1M	8,173	Added
6	RIVERBRIDGE PARTNERS LLC	$1.6M	6,264	Trimmed
7	CARRET ASSET MANAGEMENT, LLC	$1.3M	4,833	Added
8	NORTH STAR ASSET MANAGEMENT INC	$1.1M	4,051	Trimmed
9	GREAT LAKES ADVISORS, LLC	$1.1M	4,035	Added
10	Coston, McIsaac & Partners	$991,000	3,796	Hold
11	CENTRAL BANK & TRUST CO	$973,694	3,728	Added
12	GRACE & WHITE INC /NY	$827,887	3,169	Hold
13	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$768,046	2,940	Hold
14	MOODY LYNN & LIEBERSON, LLC	$723,937	2,771	Trimmed
15	Mengis Capital Management, Inc.	$669,046	2,561	Added
16	DUMONT & BLAKE INVESTMENT ADVISORS LLC	$593,818	2,273	Trimmed
17	NEVILLE RODIE & SHAW INC	$566,000	2,167	Trimmed
18	WOODSTOCK CORP	$524,894	2,009	Trimmed
19	Financial Concepts Unlimited, Inc.	$410,452	1,571	Added
20	PUZO MICHAEL J	$376,582	1,442	Hold
21	Financial Gravity Companies, Inc.	$252,671	967	Added
22	McMillan Office, Inc.	$220,341	843	Hold
23	Vermillion Wealth Management, Inc.	$216,380	828	New
24	OAKWORTH CAPITAL, INC.	$172,790	663	Added
25	Estabrook Capital Management	$160,918	616	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30