DOSSIER · 13F Holders · Q2 2026
FXAIX

Fidelity Tr 500 Index Ins Prem

32 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 315911750·32 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$147M
visible holders
Holders
32
filers reporting
Concentration
36.92%
Sequent Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported FXAIX in Q2 2026. Sequent Asset Management, LLC leads at 36.9% 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 2026
02
FULTON BANK, N.A.
CIK 0000883782
$44M163K1.32%Q3 2026
03
Wealthspire Advisors, LLC
CIK 0001646247
$33M125K0.18%Q2 2026
04
Sippican Capital Advisors
CIK 0001557406
$3M11K1.75%Q2 2026
05
Williams Jones Wealth Management, LLC.
CIK 0001788587
$2M8K0.02%Q2 2026
06
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$2M6K0.05%Q2 2026
07
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$1M5K0.11%Q2 2026
08
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$1M4K0.04%Q2 2026
09
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$1M4K0.01%Q2 2026
10
CENTRAL BANK & TRUST CO
CIK 0001175954
$993K4K0.14%Q3 2026
11
Coston, McIsaac & Partners
CIK 0001945037
$902K4K0.21%Q4 2025
12
GRACE & WHITE INC /NY
CIK 0000903064
$828K3K0.13%Q2 2026
13
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$739K3K0.04%Q3 2026
14
Mengis Capital Management, Inc.
CIK 0001609674
$686K3K0.10%Q3 2026
15
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$594K2K0.13%Q2 2026
16
NEVILLE RODIE & SHAW INC
CIK 0000071210
$566K2K0.04%Q2 2026
17
WOODSTOCK CORP
CIK 0001008877
$474K2K0.04%Q3 2026
18
Financial Concepts Unlimited, Inc.
CIK 0002112099
$410K2K0.32%Q2 2026
19
PUZO MICHAEL J
CIK 0001053914
$377K1K0.10%Q2 2026
20
McIlrath & Eck, LLC
CIK 0001701714
$293K1K0.02%Q1 2026
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