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Fidelity Invest GRD Secur (FSEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Global Wealth Strategies & Associates
INCREASED
Shares219,134 from 213,061
Change+6,073 (+3%)
Value$9.2M (-$189.6K)
Filed 2026-10-02
Thrivent Financial for Lutherans
INCREASED
Shares142,957 from 130,680
Change+12,277 (+9%)
Value$6.0M (+$247.0K)
Filed 2026-11-05
Midwest Financial Network, LLC
INCREASED
Shares94,116 from 34,887
Change+59,229 (+170%)
Value$3.9M (+$2.4M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares78,531 from 74,726
Change+3,805 (+5%)
Value$3.3M (+$3.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares42,372 from 68,557
Change-26,185 (-38%)
Value$1.8M (-$1.2M)
Filed 2026-10-13
Creative Planning
INCREASED
Shares29,978 from 26,212
Change+3,766 (+14%)
Value$1.3M (+$102.8K)
Filed 2026-11-02
Moneco Advisors, LLC
UNCHANGED
Shares10,820 from 10,820
Change0 (0%)
Value$451.8K (-$22.5K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares9,757 from 11,310
Change-1,553 (-14%)
Value$407.5K (-$88.4K)
Filed 2026-10-22
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares7,818 from 7,818
Change0 (0%)
Value$329.9K (-$12.8K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares7,513 from 6,526
Change+987 (+15%)
Value$313.8K (+$27.7K)
Filed 2026-11-05
Verdence Capital Advisors LLC
NEW
Shares7,399
Change+7,399
Value$309.0K
Filed 2026-10-26
Advisor OS, LLC
UNCHANGED
Shares7,346 from 7,346
Change0 (0%)
Value$306.8K (-$15.3K)
Filed 2026-11-03
Larson Financial Group LLC
NEW
Shares6,267
Change+6,267
Value$261.7K
Filed 2026-11-05
ShoreHaven Wealth Partners, LLC
INCREASED
Shares6,226 from 5,273
Change+953 (+18%)
Value$260.0K (+$28.8K)
Filed 2026-10-16
RDA Financial Network
DECREASED
Shares6,048 from 8,458
Change-2,410 (-28%)
Value$252.6K (-$118.2K)
Filed 2026-10-15
Investment Partners, Ltd.
NEW
Shares5,770
Change+5,770
Value$241.0K
Filed 2026-10-29
Brighton Jones LLC
NEW
Shares5,608
Change+5,608
Value$234.2K
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares5,252 from 1,732
Change+3,520 (+203%)
Value$219.3K (+$143.4K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares5,021 from 4,974
Change+47 (+1%)
Value$209.7K (-$8.4K)
Filed 2026-11-05
Bear Mountain Capital, Inc.
NEW
Shares9
Change+9
Value$361
Filed 2026-11-04
RCS Financial Planning, LLC
CLOSED
Shares0 from 27,097
Change-27,097 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Synergy Asset Management, LLC
CLOSED
Shares0 from 14,101
Change-14,101 (-100%)
Value$0 (-$618.2K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 9,543
Change-9,543 (-100%)
Value$0 (-$418.4K)
Filed 2026-10-08
Calamos Wealth Management LLC
CLOSED
Shares0 from 8,963
Change-8,963 (-100%)
Value$0 (-$392.9K)
Filed 2026-11-02
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 7,184
Change-7,184 (-100%)
Value$0 (-$314.9K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,845
Change-1,845 (-100%)
Value$0 (-$80.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares0 from 1,796
Change-1,796 (-100%)
Value$8 (-$78.7K)
Filed 2026-10-08
FMR LLC
N/A
Shares— from 217,976,663
Change-217,976,663 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 469,854
Change-469,854 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 252,534
Change-252,534 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 136,208
Change-136,208 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 103,183
Change-103,183 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 48,009
Change-48,009 (-100%)
Value—
&partners
N/A
Shares— from 37,862
Change-37,862 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 27,216
Change-27,216 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 21,483
Change-21,483 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,573
Change-19,573 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,705
Change-16,705 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,619
Change-14,619 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 327
Change-327 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 91
Change-91 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Global Wealth Strategies & Associates
INCREASED219,134213,061+6,073+3%$9.3M$9.2M-$189.6K2026-10-02
Thrivent Financial for Lutherans
INCREASED142,957130,680+12,277+9%$5.7M$6.0M+$247.0K2026-11-05
Midwest Financial Network, LLC
INCREASED94,11634,887+59,229+170%$1.5M$3.9M+$2.4M2026-10-13
Kestra Advisory Services, LLC
INCREASED78,53174,726+3,805+5%$3.3M$3.3M+$3.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED42,37268,557-26,185-38%$3.0M$1.8M-$1.2M2026-10-13
Creative Planning
INCREASED29,97826,212+3,766+14%$1.1M$1.3M+$102.8K2026-11-02
Moneco Advisors, LLC
UNCHANGED10,82010,82000%$474.3K$451.8K-$22.5K2026-11-05
Capital Investment Advisors, LLC
DECREASED9,75711,310-1,553-14%$495.8K$407.5K-$88.4K2026-10-22
Smith Chas P & Associates PA Cpas
UNCHANGED7,8187,81800%$342.7K$329.9K-$12.8K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED7,5136,526+987+15%$286.1K$313.8K+$27.7K2026-11-05
Verdence Capital Advisors LLC
NEW7,399—+7,399——$309.0K—2026-10-26
Advisor OS, LLC
UNCHANGED7,3467,34600%$322.0K$306.8K-$15.3K2026-11-03
Larson Financial Group LLC
NEW6,267—+6,267——$261.7K—2026-11-05
ShoreHaven Wealth Partners, LLC
INCREASED6,2265,273+953+18%$231.2K$260.0K+$28.8K2026-10-16
RDA Financial Network
DECREASED6,0488,458-2,410-28%$370.8K$252.6K-$118.2K2026-10-15
Investment Partners, Ltd.
NEW5,770—+5,770——$241.0K—2026-10-29
Brighton Jones LLC
NEW5,608—+5,608——$234.2K—2026-11-03
IFP Advisors, Inc
INCREASED5,2521,732+3,520+203%$75.9K$219.3K+$143.4K2026-10-16
Meridian Wealth Management, LLC
INCREASED5,0214,974+47+1%$218.0K$209.7K-$8.4K2026-11-05
Bear Mountain Capital, Inc.
NEW9—+9——$361—2026-11-04
RCS Financial Planning, LLC
CLOSED027,097-27,097-100%$1.2M$0-$1.2M2026-10-14
Synergy Asset Management, LLC
CLOSED014,101-14,101-100%$618.2K$0-$618.2K2026-11-05
Galvin, Gaustad & Stein, LLC
CLOSED09,543-9,543-100%$418.4K$0-$418.4K2026-10-08
Calamos Wealth Management LLC
CLOSED08,963-8,963-100%$392.9K$0-$392.9K2026-11-02
Foundation Wealth Management, Llc\pa
CLOSED07,184-7,184-100%$314.9K$0-$314.9K2026-10-14
Cornerstone Planning Group LLC
CLOSED01,845-1,845-100%$80.0K$0-$80.0K2026-10-16
Farther Finance Advisors, LLC
DECREASED01,796-1,796-100%$78.8K$8-$78.7K2026-10-08
FMR LLC
N/A—217,976,663-217,976,663-100%$9.6B———
Cetera Investment Advisers
N/A—469,854-469,854-100%$20.6M———
Citadel Advisors LLC
N/A—252,534-252,534-100%$11.1M———
Envestnet Asset Management Inc
N/A—136,208-136,208-100%$6.0M———
JPMorgan Chase & Co
N/A—103,183-103,183-100%$4.5M———
Jane Street Group, LLC
N/A—48,009-48,009-100%$2.1M———
&partners
N/A—37,862-37,862-100%$1.7M———
Kintra Wealth, LLC
N/A—27,216-27,216-100%$1.2M———
LPL Financial LLC
N/A—21,483-21,483-100%$941.8K———
Mercer Global Advisors Inc
N/A—19,573-19,573-100%$858.1K———
Focus Partners Wealth
N/A—16,705-16,705-100%$732.3K———
HRT Financial LP
N/A—14,619-14,619-100%$640.0K———
Envestnet Portfolio Solutions, Inc.
N/A—9,622-9,622-100%$421.8K———
Mariner, LLC
N/A—9,284-9,284-100%$407.0K———
Curi Capital, LLC
N/A—8,142-8,142-100%$358.1K———
Savant Capital, LLC
N/A—8,023-8,023-100%$351.7K———
Bank of America Corp
N/A—6,548-6,548-100%$287.1K———
Northwestern Mutual Wealth Management Co
N/A—5,709-5,709-100%$250.3K———
AE Wealth Management LLC
N/A—5,580-5,580-100%$244.6K———
Raymond James Financial Inc
N/A—5,262-5,262-100%$230.7K———
MAI Capital Management
N/A—5,087-5,087-100%$223.0K———
Howe & Rusling Inc
N/A—4,975-4,975-100%$218.1K———
Nwam LLC
N/A—4,589-4,589-100%$201.2K———
Jones Financial Companies Lllp
N/A—3,040-3,040-100%$134.2K———
Allworth Financial LP
N/A—2,629-2,629-100%$115.3K———
Steward Partners Investment Advisory, LLC
N/A—2,484-2,484-100%$108.9K———
Fiduciary Financial Advisors
N/A—327-327-100%$14.3K———
Tower Research Capital LLC (TRC)
N/A—91-91-100%$4.0K———
Morgan Stanley
N/A—10-10-100%$466———
Showing 56 of 56 institutions