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Fidelity Investment Grade Securitized ETF (FSEC) Institutional Ownership

Fidelity Investment Grade Securitized ETF logo
$43.82 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Investment Grade Securitized ETF (NYSEARCA:FSEC)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$48.24M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.82M
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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
7/1/2026 Global Wealth Strategies & Associates213,061$9.34M1.8%+12.9%0.211%
6/4/2026Midwest Financial Network LLC16,360$717K0.6%N/A0.016%
5/18/2026Royal Bank of Canada2,866$126K0.0%N/A0.003%
5/13/2026Cetera Investment Advisers385,166$16.89M0.0%+12.7%0.382%
5/4/2026Calamos Advisors LLC8,963$393K0.0%N/A0.009%
4/30/2026Kestra Advisory Services LLC66,207$2.90M0.0%N/A0.066%
4/21/2026RCS Financial Planning LLC27,082$1.19M0.6%N/A0.027%
2/18/2026High Falls Advisors Inc12,305$543K0.1%+4.9%0.012%
2/18/2026Mercer Global Advisors Inc. ADV13,234$584K0.0%N/A0.013%
2/18/2026OLD Mission Capital LLC5,067$224K0.0%N/A0.005%
2/17/2026Cetera 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%
2/13/2026Stifel Financial Corp13,102$578K0.0%+95.4%0.013%
2/12/2026Jane Street Group LLC12,401$547K0.0%N/A0.013%
2/11/2026LPL Financial LLC22,085$975K0.0%+93.4%0.022%
2/11/2026J.W. Cole Advisors Inc.5,350$236K0.0%+4.8%0.005%
2/10/2026ShoreHaven Wealth Partners LLC5,151$227K0.1%N/A0.005%
2/10/2026Northwestern 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%
2/9/2026Glenview Trust Co6,530$288K0.0%N/A0.007%
2/6/2026Csenge Advisory Group12,657$559K0.0%N/A0.013%
2/6/2026HighTower Advisors LLC5,203$230K0.0%N/A0.005%
2/5/2026Northwestern Mutual Wealth Management Co.142,653$6.30M0.0%+1,860.6%0.145%
2/5/2026Allworth Financial LP1,850$82K0.0%-74.5%0.002%
2/4/2026Nwam LLC4,651$206K0.0%-42.1%0.005%
1/26/2026Nations Financial Group Inc. IA ADV6,412$283K0.0%-27.8%0.007%
1/23/2026Mid American Wealth Advisory Group Inc.5,055$223K0.1%N/A0.005%
1/22/2026Granite Harbor Advisors Inc.15,053$664K0.3%N/A0.015%
1/21/2026Indiana Trust & Investment Management Co6,266$277K0.1%N/A0.006%
1/16/2026Blue Trust Inc.3,329$147K0.0%N/A0.003%
1/8/2026Wealth Enhancement Advisory Services LLC66,495$2.94M0.0%+25.6%0.068%
1/1/2026JPMorgan Chase & Co.36,904$1.63M0.0%+93.7%0.039%
12/2/2025Allworth Financial LP7,250$320K0.0%+291.9%0.008%
12/2/2025IFP Advisors Inc1,600$71K0.0%-36.0%0.002%
11/18/2025Advisory Services Network LLC601$27K0.0%N/A0.001%
11/17/2025Susquehanna International Group LLP4,950$218K0.0%-66.2%0.005%
11/17/2025Northwestern Mutual Wealth Management Co.7,276$321K0.0%+134.6%0.008%
11/17/2025Mariner LLC5,826$257K0.0%N/A0.006%
11/17/2025High Falls Advisors Inc11,728$517K0.1%+110.7%0.012%
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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%
11/7/2025JPMorgan Chase & Co.36,904$1.63M0.0%+93.7%0.039%
11/5/2025J.W. Cole Advisors Inc.5,104$225K0.0%N/A0.005%
11/5/2025Envestnet Asset Management Inc.31,823$1.40M0.0%+182.4%0.033%
11/4/2025Cornerstone Planning Group LLC1,842$82K0.0%N/A0.002%
11/3/2025AE Wealth Management LLC2,204$97K0.0%N/A0.002%
10/29/2025Wealth Enhancement Advisory Services LLC52,953$2.35M0.0%-19.7%0.056%
10/28/2025Nations Financial Group Inc. IA ADV8,887$392K0.0%N/A0.009%
10/28/2025Nwam LLC8,035$360K0.0%-14.1%0.008%
10/23/2025Capital 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%
8/15/2025EP 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%
8/12/2025JPMorgan Chase & Co.19,049$830K0.0%+840.7%0.021%
8/8/2025Cetera Investment Advisers10,807$471K0.0%N/A0.012%
8/8/2025Creative Planning7,200$314K0.0%N/A0.008%
8/7/2025Nwam LLC9,353$404K0.0%N/A0.010%
8/7/2025Allworth Financial LP1,850$81K0.0%N/A0.002%
8/5/2025Mission Wealth Management LP7,363$321K0.0%N/A0.008%
8/4/2025Integrity Alliance LLC.85,715$3.73M0.2%+14.5%0.093%
8/1/2025Envestnet Asset Management Inc.11,267$491K0.0%N/A0.012%
7/30/2025First Citizens Bank & Trust Co.6,839$298K0.0%N/A0.007%
7/25/2025Envestnet Portfolio Solutions Inc.8,997$392K0.0%-12.5%0.010%
7/24/2025IFP Advisors Inc2,500$109K0.0%N/A0.003%
7/16/2025ST Germain D J Co. Inc.1,093$48K0.0%N/A0.001%
7/14/2025Gries Financial LLC6,246$272K0.0%N/A0.007%
7/10/2025Wealth 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%
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%
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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, 61 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 58 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 1,096,104 shares in the last 24 months. This purchase volume represents approximately $48.24M in transactions.

Of the 10 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 ($28.83K), 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 132,186 shares in the last 24 months. This volume of shares sold represents approximately $5.82M in transactions.


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This page (NYSEARCA:FSEC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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