DOSSIER · 13F Holders · Q2 2026
FGRIX

FIDELITY SECS FD GRWTH & INCM

8 institutions still hold FIDELITY SECS FD GRWTH & INCM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316389204·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
8
filers reporting
Concentration
37.88%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported FGRIX in Q2 2026. Wealthspire Advisors, LLC leads at 37.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$701K9K0.00%Q2 2026
02
NEVILLE RODIE & SHAW INC
CIK 0000071210
$550K7K0.04%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$232K3K0.05%Q2 2026
04
Estabrook Capital Management
CIK 0001344717
$95K1K0.01%Q2 2026
05
Financial Gravity Companies, Inc.
CIK 0001377167
$81K1K0.01%Q2 2026
06
McIlrath & Eck, LLC
CIK 0001701714
$77K1K0.01%Q1 2026
07
Financial Gravity Asset Management, Inc.
CIK 0001741736
$74K1K0.01%Q1 2026
08
Alpine Bank Wealth Management
CIK 0001974910
$39K5260.01%Q2 2026