DOSSIER · 13F Holders · Q3 2026
FREI

FIDELITY SECS FD

3 institutions still hold FIDELITY SECS FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31638A748·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
3
filers reporting
Concentration
85.59%
TRAPHAGEN INVESTMENT ADVISORS LLC #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported FREI in Q3 2026. TRAPHAGEN INVESTMENT ADVISORS LLC leads at 85.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$17M717K1.18%Q3 2026
02
FMR LLC
CIK 0000315066
$2M95K0.00%Q2 2026
03
Harbor Group, Inc.
CIK 0001840486
$525K22K0.06%Q3 2026