13F Insight
DOSSIER · 13F Holders · Q2 2026
FXAIX

Fidelity Tr 500 Index Ins Prem

29 institutions still hold Fidelity Tr 500 Index Ins Prem as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 315911750·29 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$76M
visible holders
Holders
29
filers reporting
Concentration
71.17%
Sequent Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

29 institutions reported FXAIX in Q2 2026. Sequent Asset Management, LLC leads at 71.2% 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
$54M208K22.96%Q2 202602
FULTON BANK, N.A.
CIK 0000883782
$6M24K0.19%Q2 202603
Sippican Capital Advisors
CIK 0001557406
$3M11K1.75%Q2 202604
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$2M6K0.05%Q2 202605
Williams Jones Wealth Management, LLC.
CIK 0001788587
$1M6K0.02%Q1 202606
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$1M5K0.11%Q1 202607
CENTRAL BANK & TRUST CO
CIK 0001175954
$974K4K0.14%Q2 202608
Coston, McIsaac & Partners
CIK 0001945037
$902K4K0.21%Q4 202509
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$864K4K0.01%Q1 202610
GRACE & WHITE INC /NY
CIK 0000903064
$828K3K0.13%Q2 202611
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$756K3K0.03%Q4 202512
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$724K3K0.04%Q2 202613
NORTH POINT PORTFOLIO MANAGERS CORP/OH
CIK 0001105344
$669K3K0.12%Q1 202614
Mengis Capital Management, Inc.
CIK 0001609674
$575K3K0.10%Q1 202615
NEVILLE RODIE & SHAW INC
CIK 0000071210
$566K2K0.04%Q2 202616
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$528K2K0.13%Q1 202617
WOODSTOCK CORP
CIK 0001008877
$525K2K0.04%Q2 202618
Financial Concepts Unlimited, Inc.
CIK 0002112099
$356K2K0.32%Q1 202619
PUZO MICHAEL J
CIK 0001053914
$328K1K0.10%Q1 202620
McIlrath & Eck, LLC
CIK 0001701714
$293K1K0.02%Q1 2026
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