13F Insight
DOSSIER · 13F Holders · Q4 2025Defensive growthQuality
FXAIX

Fidelity Tr 500 Index Ins Prem

28 institutions still hold Fidelity Tr 500 Index Ins Prem as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 315911750·28 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 0.7%
vs prior quarter
13F value held
$70M
56.0% inst. owned
of float
Holders
28
+73 QoQ
filers reporting
Activity
+24 / −33
+1,030 added · −786 reduced
this quarter
Concentration
74.44%
Sequent Asset Management, LLC #1
top holder share
AI Holders Summary · Q4 2025

28 institutions reported FXAIX in Q4 2025. Sequent Asset Management, LLC leads at 74.4% of the visible book. +73 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Sequent Asset Management, LLC
CIK 0001509550
$52M219K23.09%Q4 202502
FULTON BANK, N.A.
CIK 0000883782
$4M17K0.14%Q1 202603
Sippican Capital Advisors
CIK 0001557406
$2M11K1.64%Q1 202604
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$1M6K0.04%Q1 202605
Williams Jones Wealth Management, LLC.
CIK 0001788587
$1M6K0.02%Q1 202606
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$1M5K0.11%Q1 202607
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$863,8754K0.01%Q1 202608
CENTRAL BANK & TRUST CO
CIK 0001175954
$845,8484K0.13%Q1 202609
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$790,1593K0.04%Q1 202610
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$755,6913K0.03%Q4 202511
GRACE & WHITE INC /NY
CIK 0000903064
$720,7053K0.13%Q1 202612
NORTH POINT PORTFOLIO MANAGERS CORP/OH
CIK 0001105344
$668,6113K0.12%Q1 202613
Mengis Capital Management, Inc.
CIK 0001609674
$574,9513K0.10%Q1 202614
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$528,3072K0.13%Q1 202615
WOODSTOCK CORP
CIK 0001008877
$461,4772K0.04%Q1 202616
Financial Concepts Unlimited, Inc.
CIK 0002112099
$356,3092K0.32%Q1 202617
PUZO MICHAEL J
CIK 0001053914
$327,8281K0.10%Q1 202618
McIlrath & Eck, LLC
CIK 0001701714
$293,3251K0.02%Q1 202619
Financial Gravity Asset Management, Inc.
CIK 0001741736
$219,3409650.04%Q1 202620
Financial Gravity Companies, Inc.
CIK 0001377167
$206,5889560.04%Q2 2025
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