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Fidelity Investment Grade Securitized ETF (FSEC) Institutional Ownership

Fidelity Investment Grade Securitized ETF logo
$43.50 -0.04 (-0.09%)
As of 10:21 AM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Investment Grade Securitized ETF (NYSEARCA:FSEC)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$43.89M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.07M
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FSEC Institutional Buying and Selling by Quarter

Fidelity Investment Grade Securitized ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Midwest Financial Network LLC34,887$1.53M1.0%+113.2%0.033%
7/6/2026 RDA Financial Network8,458$371K0.1%+77.7%0.008%
7/1/2026 Global Wealth Strategies & Associates213,061$9.34M1.8%+12.9%0.211%
6/4/2026 Midwest Financial Network LLC16,360$717K0.6%N/A0.016%
5/18/2026Royal Bank of Canada2,866$126K0.0%N/A0.003%
5/13/2026 Cetera Investment Advisers385,166$16.89M0.0%+12.7%0.382%
5/4/2026 Calamos Advisors LLC8,963$393K0.0%N/A0.009%
4/30/2026 Kestra Advisory Services LLC66,207$2.90M0.0%N/A0.066%
4/21/2026 RCS Financial Planning LLC27,082$1.19M0.6%N/A0.027%
2/18/2026High Falls Advisors Inc12,305$543K0.1%+4.9%0.012%
2/18/2026 Mercer Global Advisors Inc. ADV13,234$584K0.0%N/A0.013%
2/18/2026OLD Mission Capital LLC5,067$224K0.0%N/A0.005%
2/17/2026 Cetera Investment Advisers341,761$15.08M0.0%+2,051.6%0.346%
2/17/2026Captrust Financial Advisors6,806$300K0.0%-12.2%0.007%
2/17/2026&PARTNERS20,317$898K0.0%N/A0.021%
2/13/2026 Stifel Financial Corp13,102$578K0.0%+95.4%0.013%
2/12/2026Jane Street Group LLC12,401$547K0.0%N/A0.013%
2/11/2026 LPL Financial LLC22,085$975K0.0%+93.4%0.022%
2/11/2026 J.W. Cole Advisors Inc.5,350$236K0.0%+4.8%0.005%
2/10/2026 ShoreHaven Wealth Partners LLC5,151$227K0.1%N/A0.005%
2/10/2026 Northwestern Mutual Wealth Management Co.10,110$446K0.0%+38.9%0.010%
2/9/2026Smith Chas P & Associates PA Cpas7,818$345K0.0%N/A0.008%
2/9/2026 Glenview Trust Co6,530$288K0.0%N/A0.007%
2/6/2026 Csenge Advisory Group12,657$559K0.0%N/A0.013%
2/6/2026 HighTower Advisors LLC5,203$230K0.0%N/A0.005%
2/5/2026 Northwestern Mutual Wealth Management Co.142,653$6.30M0.0%+1,860.6%0.145%
2/5/2026 Allworth Financial LP1,850$82K0.0%-74.5%0.002%
2/4/2026 Nwam LLC4,651$206K0.0%-42.1%0.005%
1/26/2026 Nations Financial Group Inc. IA ADV6,412$283K0.0%-27.8%0.007%
1/23/2026 Mid American Wealth Advisory Group Inc.5,055$223K0.1%N/A0.005%
1/22/2026 Granite Harbor Advisors Inc.15,053$664K0.3%N/A0.015%
1/21/2026 Indiana Trust & Investment Management Co6,266$277K0.1%N/A0.006%
1/16/2026 Blue Trust Inc.3,329$147K0.0%N/A0.003%
1/8/2026 Wealth Enhancement Advisory Services LLC66,495$2.94M0.0%+25.6%0.068%
1/1/2026 JPMorgan Chase & Co.36,904$1.63M0.0%+93.7%0.039%
12/2/2025 Allworth Financial LP7,250$320K0.0%+291.9%0.008%
12/2/2025 IFP Advisors Inc1,600$71K0.0%-36.0%0.002%
11/18/2025 Advisory Services Network LLC601$27K0.0%N/A0.001%
11/17/2025Susquehanna International Group LLP4,950$218K0.0%-66.2%0.005%
11/17/2025 Northwestern Mutual Wealth Management Co.7,276$321K0.0%+134.6%0.008%
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11/17/2025Mariner LLC5,826$257K0.0%N/A0.006%
11/17/2025High Falls Advisors Inc11,728$517K0.1%+110.7%0.012%
11/17/2025Flow Traders U.S. LLC47,074$2.08M0.1%N/A0.049%
11/17/2025Citadel Advisors LLC31,391$1.38M0.0%-70.9%0.033%
11/17/2025Bank of America Corp DE2,757$122K0.0%N/A0.003%
11/10/2025MAI Capital Management4,320$191K0.0%+282.3%0.005%
11/7/2025 JPMorgan Chase & Co.36,904$1.63M0.0%+93.7%0.039%
11/5/2025 J.W. Cole Advisors Inc.5,104$225K0.0%N/A0.005%
11/5/2025 Envestnet Asset Management Inc.31,823$1.40M0.0%+182.4%0.033%
11/4/2025 Cornerstone Planning Group LLC1,842$82K0.0%N/A0.002%
11/3/2025 AE Wealth Management LLC2,204$97K0.0%N/A0.002%
10/29/2025 Wealth Enhancement Advisory Services LLC52,953$2.35M0.0%-19.7%0.056%
10/28/2025 Nations Financial Group Inc. IA ADV8,887$392K0.0%N/A0.009%
10/28/2025 Nwam LLC8,035$360K0.0%-14.1%0.008%
10/23/2025 Capital Investment Advisors LLC8,454$373K0.0%N/A0.009%
10/3/2025Dentgroup LLC5,316$234K0.2%N/A0.006%
9/4/2025Osaic Holdings Inc.8,997$393K0.0%-14.7%0.010%
8/15/2025High Falls Advisors Inc5,565$242K0.1%N/A0.006%
8/15/2025 EP Wealth Advisors LLC2,338$102K0.0%N/A0.003%
8/14/2025Jane Street Group LLC57,825$2.52M0.0%+97.4%0.063%
8/14/2025Raymond James Financial Inc.1,193$52K0.0%N/A0.001%
8/12/2025 JPMorgan Chase & Co.19,049$830K0.0%+840.7%0.021%
8/8/2025 Cetera Investment Advisers10,807$471K0.0%N/A0.012%
8/8/2025Creative Planning7,200$314K0.0%N/A0.008%
8/7/2025 Nwam LLC9,353$404K0.0%N/A0.010%
8/7/2025 Allworth Financial LP1,850$81K0.0%N/A0.002%
8/5/2025 Mission Wealth Management LP7,363$321K0.0%N/A0.008%
8/4/2025 Integrity Alliance LLC.85,715$3.73M0.2%+14.5%0.093%
8/1/2025 Envestnet Asset Management Inc.11,267$491K0.0%N/A0.012%
7/30/2025 First Citizens Bank & Trust Co.6,839$298K0.0%N/A0.007%
7/25/2025 Envestnet Portfolio Solutions Inc.8,997$392K0.0%-12.5%0.010%
7/24/2025 IFP Advisors Inc2,500$109K0.0%N/A0.003%
7/16/2025 ST Germain D J Co. Inc.1,093$48K0.0%N/A0.001%
7/14/2025Gries Financial LLC6,246$272K0.0%N/A0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC65,935$2.85M0.0%-19.4%0.074%
6/27/2025Goldman Sachs Group Inc.31,807$1.38M0.0%N/A0.036%
5/20/2025Integrity Alliance LLC.74,842$3.26M0.1%N/A0.087%
5/19/2025Jane Street Group LLC29,300$1.28M0.0%-72.2%0.037%
5/16/2025Goldman Sachs Group Inc.31,807$1.38M0.0%N/A0.040%
5/15/2025MAI Capital Management1,130$49K0.0%N/A0.001%
5/14/2025Northwestern Mutual Wealth Management Co.3,102$135K0.0%+422.2%0.004%
5/9/2025PNC Financial Services Group Inc.1,304$57K0.0%N/A0.002%
4/29/2025Calamos Wealth Management LLC8,963$390K0.0%N/A0.011%
4/21/2025Envestnet Portfolio Solutions Inc.10,288$448K0.0%+47.6%0.013%
4/16/2025Wealth Enhancement Advisory Services LLC81,784$3.56M0.0%+62.4%0.103%
3/17/2025Wealth Enhancement Advisory Services LLC50,357$2.14M0.0%N/A0.100%
2/17/2025Citadel Advisors LLC27,998$1.19M0.0%+13.7%37.331%
2/17/2025Bank of America Corp DE1,069$45K0.0%N/A1.425%
2/14/2025Jane Street Group LLC105,396$4.48M0.0%N/A140.528%
2/13/2025Renaissance Technologies LLC11,100$472K0.0%N/A14.800%
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2/13/2025FMR LLC71,194,035$3.03B0.2%+186.9%94,925.380%
2/10/2025Envestnet Portfolio Solutions Inc.6,968$296K0.0%-11.8%9.291%
2/5/2025Fisher Asset Management LLC8,411$357K0.0%N/A11.215%
11/15/2024MML Investors Services LLC29,602$1.31M0.0%N/A39.469%
11/13/2024FMR LLC24,814,532$1.10B0.1%+77,445.4%33,086.043%
11/13/2023Envestnet Portfolio Solutions Inc.6,774$273K0.0%N/A8.468%


FSEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 institutional investors and hedge funds held shares of Fidelity Investment Grade Securitized ETF. The most heavily invested institutionals were FMR LLC ($3.03B), Cetera Investment Advisers ($16.89M), Global Wealth Strategies & Associates ($9.34M), Integrity Alliance LLC. ($3.73M), Wealth Enhancement Advisory Services LLC ($2.94M), Kestra Advisory Services LLC ($2.90M), and Flow Traders U.S. LLC ($2.08M).Learn more on Fidelity Investment Grade Securitized ETF's institutional investors.

Of the 59 institutional investors that purchased Fidelity Investment Grade Securitized ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($71.16M), Cetera Investment Advisers ($380.09K), Jane Street Group LLC ($146.32K), Northwestern Mutual Wealth Management Co. ($144.89K), Wealth Enhancement Advisory Services LLC ($95.33K), Integrity Alliance LLC. ($85.72K), and Kestra Advisory Services LLC ($66.21K).

Institutional investors have bought a total of 996,195 shares in the last 24 months. This purchase volume represents approximately $43.89M in transactions.

Of the 9 institutional investors that sold Fidelity Investment Grade Securitized ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($76.39K), Wealth Enhancement Advisory Services LLC ($12.98K), Susquehanna International Group LLP ($9.71K), Allworth Financial LP ($5.40K), Nwam LLC ($4.70K), Nations Financial Group Inc. IA ADV ($2.48K), and Osaic Holdings Inc. ($1.55K).

Institutional investors have sold a total of 115,046 shares in the last 24 months. This volume of shares sold represents approximately $5.07M in transactions.


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Institutional ownership data for NYSEARCA:FSEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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