DOSSIER · 13F Holders · Q2 2026
FINSX

FIDELITY ADVISOR NEW INSIGHTS I

7 institutions still hold FIDELITY ADVISOR NEW INSIGHTS I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316071604·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
7
filers reporting
Concentration
69.57%
Sequent Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported FINSX in Q2 2026. Sequent Asset Management, LLC leads at 69.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequent Asset Management, LLC
CIK 0001509550
$2M40K0.93%Q2 2026
02
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$443K8K0.02%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$206K4K0.05%Q2 2026
04
Motiv8 Investments LLC
CIK 0002024873
$102K2K0.06%Q4 2025
05
Westside Investment Management, Inc.
CIK 0001538383
$97K2K0.01%Q2 2026
06
Financial Gravity Companies, Inc.
CIK 0001377167
$65K1K0.01%Q2 2026
07
Financial Gravity Asset Management, Inc.
CIK 0001741736
$55K1K0.01%Q1 2026