Fidelity 500 Index Fund (FXAIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Fulton Bank, N.A.

INCREASED

Shares163,227 from 23,864

Change+139,363 (+584%)

Value$43.5M (+$37.3M)

Filed 2026-10-14

Williams Jones Wealth Management, Llc.

DECREASED

Shares8,144 from 8,173

Change-29 (0%)

Value$2.2M (+$35.7K)

Filed 2026-11-05

Sippican Capital Advisors

DECREASED

Shares6,697 from 10,959

Change-4,262 (-39%)

Value$1.8M (-$1.1M)

Filed 2026-10-23

Carret Asset Management, LLC

INCREASED

Shares4,846 from 4,833

Change+13 (+0%)

Value$1.3M (+$29.0K)

Filed 2026-11-04

Coston, McIsaac & Partners

UNCHANGED

Shares3,796 from 3,796

Change0 (0%)

Value$1.0M (+$20.9K)

Filed 2026-11-06

Central Bank & Trust Co

UNCHANGED

Shares3,728 from 3,728

Change0 (0%)

Value$993.4K (+$19.8K)

Filed 2026-10-09

Great Lakes Advisors, LLC

DECREASED

Shares3,569 from 4,035

Change-466 (-12%)

Value$951.4K (-$102.6K)

Filed 2026-11-06

Grace & White Inc

UNCHANGED

Shares3,169 from 3,169

Change0 (0%)

Value$844.7K (+$16.8K)

Filed 2026-10-23

Moody Lynn Lieberson & Walker, LLC

UNCHANGED

Shares2,771 from 2,771

Change0 (0%)

Value$738.6K (+$14.7K)

Filed 2026-10-14

Mengis Capital Management, Inc.

INCREASED

Shares2,572 from 2,561

Change+11 (+0%)

Value$685.6K (+$16.5K)

Filed 2026-10-13

Neville Rodie & Shaw Inc

DECREASED

Shares2,071 from 2,167

Change-96 (-4%)

Value$552.0K (+$551.4K)

Filed 2026-10-05

Woodstock Corp

DECREASED

Shares1,777 from 2,009

Change-232 (-12%)

Value$473.6K (-$51.3K)

Filed 2026-10-13

New Hampshire Trust

NEW

Shares1,577

Change+1,577

Value$420.1K

Filed 2026-10-20

Financial Concepts Unlimited, Inc.

INCREASED

Shares1,575 from 1,571

Change+4 (+0%)

Value$419.9K (+$9.4K)

Filed 2026-11-06

Oakworth Capital, Inc.

INCREASED

Shares665 from 663

Change+2 (+0%)

Value$177.1K (+$4.4K)

Filed 2026-10-26

Westside Investment Management, Inc.

UNCHANGED

Shares561 from 561

Change0 (0%)

Value$150.7K (+$4.0K)

Filed 2026-11-02

RHL Group, LLC

NEW

Shares482

Change+482

Value$128.4K

Filed 2026-11-04

NBT Bank, N.A.

UNCHANGED

Shares243 from 243

Change0 (0%)

Value$64.9K (+$1.4K)

Filed 2026-10-21

Luminist Capital LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$796 (-$2.2K)

Filed 2026-11-10

Grey Fox Wealth Advisors, LLC

CLOSED

Shares0 from 32,852

Change-32,852 (-100%)

Value$0 (-$94.3K)

Filed 2026-11-03

Riverbridge Partners LLC

CLOSED

Shares0 from 6,264

Change-6,264 (-100%)

Value$0 (-$1.6M)

Filed 2026-11-05

North Point Portfolio Managers Corp

CLOSED

Shares0 from 2,940

Change-2,940 (-100%)

Value$0 (-$768.0K)

Filed 2026-10-07

Dumont & Blake Investment Advisors LLC

CLOSED

Shares0 from 2,273

Change-2,273 (-100%)

Value$0 (-$593.8K)

Filed 2026-10-28

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 828

Change-828 (-100%)

Value$0 (-$216.4K)

Filed 2026-10-26

Park Place Capital Corp

CLOSED

Shares0 from 242

Change-242 (-100%)

Value$0 (-$63.2K)

Filed 2026-11-09

Sequent Asset Management, LLC

N/A

Shares— from 208,403

Change-208,403 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 125,005

Change-125,005 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 4,051

Change-4,051 (-100%)

Value—

Puzo Michael J

N/A

Shares— from 1,442

Change-1,442 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 967

Change-967 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 843

Change-843 (-100%)

Value—

Estabrook Capital Management

N/A

Shares— from 616

Change-616 (-100%)

Value—

	Status
Fulton Bank, N.A.	INCREASED	163,227	23,864	+139,363	+584%	$6.2M	$43.5M	+$37.3M	2026-10-14
Williams Jones Wealth Management, Llc.	DECREASED	8,144	8,173	-29	0%	$2.1M	$2.2M	+$35.7K	2026-11-05
Sippican Capital Advisors	DECREASED	6,697	10,959	-4,262	-39%	$2.9M	$1.8M	-$1.1M	2026-10-23
Carret Asset Management, LLC	INCREASED	4,846	4,833	+13	+0%	$1.3M	$1.3M	+$29.0K	2026-11-04
Coston, McIsaac & Partners	UNCHANGED	3,796	3,796	0	0%	$991.0K	$1.0M	+$20.9K	2026-11-06
Central Bank & Trust Co	UNCHANGED	3,728	3,728	0	0%	$973.7K	$993.4K	+$19.8K	2026-10-09
Great Lakes Advisors, LLC	DECREASED	3,569	4,035	-466	-12%	$1.1M	$951.4K	-$102.6K	2026-11-06
Grace & White Inc	UNCHANGED	3,169	3,169	0	0%	$827.9K	$844.7K	+$16.8K	2026-10-23
Moody Lynn Lieberson & Walker, LLC	UNCHANGED	2,771	2,771	0	0%	$723.9K	$738.6K	+$14.7K	2026-10-14
Mengis Capital Management, Inc.	INCREASED	2,572	2,561	+11	+0%	$669.0K	$685.6K	+$16.5K	2026-10-13
Neville Rodie & Shaw Inc	DECREASED	2,071	2,167	-96	-4%	$566	$552.0K	+$551.4K	2026-10-05
Woodstock Corp	DECREASED	1,777	2,009	-232	-12%	$524.9K	$473.6K	-$51.3K	2026-10-13
New Hampshire Trust	NEW	1,577	—	+1,577	—	—	$420.1K	—	2026-10-20
Financial Concepts Unlimited, Inc.	INCREASED	1,575	1,571	+4	+0%	$410.5K	$419.9K	+$9.4K	2026-11-06
Oakworth Capital, Inc.	INCREASED	665	663	+2	+0%	$172.8K	$177.1K	+$4.4K	2026-10-26
Westside Investment Management, Inc.	UNCHANGED	561	561	0	0%	$146.8K	$150.7K	+$4.0K	2026-11-02
RHL Group, LLC	NEW	482	—	+482	—	—	$128.4K	—	2026-11-04
NBT Bank, N.A.	UNCHANGED	243	243	0	0%	$63.5K	$64.9K	+$1.4K	2026-10-21
Luminist Capital LLC	UNCHANGED	3	3	0	0%	$3.0K	$796	-$2.2K	2026-11-10
Grey Fox Wealth Advisors, LLC	CLOSED	0	32,852	-32,852	-100%	$94.3K	$0	-$94.3K	2026-11-03
Riverbridge Partners LLC	CLOSED	0	6,264	-6,264	-100%	$1.6M	$0	-$1.6M	2026-11-05
North Point Portfolio Managers Corp	CLOSED	0	2,940	-2,940	-100%	$768.0K	$0	-$768.0K	2026-10-07
Dumont & Blake Investment Advisors LLC	CLOSED	0	2,273	-2,273	-100%	$593.8K	$0	-$593.8K	2026-10-28
Vermillion Wealth Management, Inc.	CLOSED	0	828	-828	-100%	$216.4K	$0	-$216.4K	2026-10-26
Park Place Capital Corp	CLOSED	0	242	-242	-100%	$63.2K	$0	-$63.2K	2026-11-09
Sequent Asset Management, LLC	N/A	—	208,403	-208,403	-100%	$54.4M	—	—	—
Wealthspire Advisors, LLC	N/A	—	125,005	-125,005	-100%	$32.7M	—	—	—
North Star Asset Management Inc	N/A	—	4,051	-4,051	-100%	$1.1M	—	—	—
Puzo Michael J	N/A	—	1,442	-1,442	-100%	$376.6K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	967	-967	-100%	$252.7K	—	—	—
McMillan Office, Inc.	N/A	—	843	-843	-100%	$220.3K	—	—	—
Estabrook Capital Management	N/A	—	616	-616	-100%	$160.9K	—	—	—

Showing 32 of 32 institutions