FSEC Institutional Ownership
FIDELITY INVESTMENT GRADE SECURITIZED ETF
1W: -0.9%
1M: -3.4%
3M: -5.2%
YTD: -4.9%
1Y: -5.3%
3Y: +11.7%
5Y: -5.1%
$41.69
-0.11 (-0.26%)
Weekly Expected Move ±0.9%
$41
$41
$42
$42
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FSEC
67
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
21
New Positions
21
Increased
20
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (77 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 217,976,663 | 9.1B | +10,830,230 | +5.2% | 9Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 469,854 | $20M | +84,688 | +22.0% | 5Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 252,534 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Global Wealth Strategies & Associates | 213,061 | $9M | +24,332 | +12.9% | 2Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 136,208 | $6M | +48,284 | +54.9% | 5Q | SEC ↗ |
| 6 | Thrivent Financial for Lutherans NEW | 130,680 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 103,183 | $4M | +22,422 | +27.8% | 6Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 74,726 | $3M | +8,519 | +12.9% | 2Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 68,557 | $3M | +27,273 | +66.1% | 7Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 48,009 | $2M | -134,695 | -73.7% | 3Q | SEC ↗ |
| 11 | &PARTNERS | 37,862 | $2M | +4,587 | +13.8% | 3Q | SEC ↗ |
| 12 | Midwest Financial Network, LLC | 34,887 | $1M | +18,527 | +113.2% | 2Q | SEC ↗ |
| 13 | KINTRA WEALTH, LLC | 27,216 | $1M | -118,218 | -81.3% | 3Q | SEC ↗ |
| 14 | RCS Financial Planning, LLC | 27,097 | $1M | +15 | +0.1% | 2Q | SEC ↗ |
| 15 | Creative Planning | 26,212 | $1M | +14,450 | +122.9% | 2Q | SEC ↗ |
| 16 | LPL Financial LLC | 21,483 | $896K | +980 | +4.8% | 6Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 19,573 | $816K | +7,029 | +56.0% | 3Q | SEC ↗ |
| 18 | Focus Partners Wealth | 16,705 | $696K | +8,053 | +93.1% | 2Q | SEC ↗ |
| 19 | HRT FINANCIAL LP NEW | 14,619 | $609K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Synergy Asset Management, LLC NEW | 14,101 | $588K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Capital Investment Advisors, LLC NEW | 11,310 | $472K | — | +0.0% | 1Q | SEC ↗ |
| 22 | MONECO ADVISORS, LLC NEW | 10,820 | $451K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Envestnet Portfolio Solutions, Inc. | 9,622 | $401K | — | +0.0% | 8Q | SEC ↗ |
| 24 | Galvin, Gaustad & Stein, LLC NEW | 9,543 | $398K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Mariner, LLC NEW | 9,284 | $387K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Calamos Wealth Management LLC | 8,963 | $374K | — | +0.0% | 6Q | SEC ↗ |
| 27 | RDA Financial Network | 8,458 | $353K | +3,697 | +77.7% | 2Q | SEC ↗ |
| 28 | Curi Capital, LLC NEW | 8,142 | $339K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Savant Capital, LLC | 8,023 | $334K | +2,556 | +46.8% | 2Q | SEC ↗ |
| 30 | SMITH CHAS P & ASSOCIATES PA CPAS | 7,818 | $326K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Advisor OS, LLC NEW | 7,346 | $306K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Foundation Wealth Management, LLC\PA NEW | 7,184 | $300K | — | +0.0% | 1Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE NEW | 6,548 | $273K | — | +0.0% | 1Q | SEC ↗ |
| 34 | J.W. COLE ADVISORS, INC. NEW | 6,526 | $272K | — | +0.0% | 1Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 5,709 | $238K | -5,656 | -49.8% | 7Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 5,580 | $233K | +2,621 | +88.6% | 4Q | SEC ↗ |
| 37 | ShoreHaven Wealth Partners, LLC | 5,273 | $220K | +152 | +3.0% | 3Q | SEC ↗ |
| 38 | RAYMOND JAMES FINANCIAL INC | 5,262 | $219K | -527 | -9.1% | 2Q | SEC ↗ |
| 39 | MAI Capital Management | 5,087 | $212K | -1,130 | -18.2% | 6Q | SEC ↗ |
| 40 | HOWE & RUSLING INC NEW | 4,975 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Meridian Wealth Management, LLC NEW | 4,974 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 42 | NWAM LLC NEW | 4,589 | $191K | — | +0.0% | 1Q | SEC ↗ |
| 43 | JONES FINANCIAL COMPANIES LLLP NEW | 3,040 | $127K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Allworth Financial LP | 2,629 | $110K | +779 | +42.1% | 5Q | SEC ↗ |
| 45 | Steward Partners Investment Advisory, NEW | 2,484 | $104K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Cornerstone Planning Group LLC | 1,845 | $77K | +1 | +0.1% | 4Q | SEC ↗ |
| 47 | Farther Finance Advisors, LLC | 1,796 | $75K | +11 | +0.6% | 2Q | SEC ↗ |
| 48 | IFP Advisors, Inc | 1,732 | $72K | — | +0.0% | 5Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC NEW | 331 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 50 | FIDUCIARY FINANCIAL ADVISORS NEW | 327 | $14K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 252,534 | $11M |
| Thrivent Financial for Lutherans | 130,680 | $5M |
| HRT FINANCIAL LP | 14,619 | $609K |
| Synergy Asset Management, LLC | 14,101 | $588K |
| Capital Investment Advisors, LLC | 11,310 | $472K |
| MONECO ADVISORS, LLC | 10,820 | $451K |
| Galvin, Gaustad & Stein, LLC | 9,543 | $398K |
| Mariner, LLC | 9,284 | $387K |
| Curi Capital, LLC | 8,142 | $339K |
| Advisor OS, LLC | 7,346 | $306K |
| Foundation Wealth Management, LLC\P | 7,184 | $300K |
| BANK OF AMERICA CORP /DE | 6,548 | $273K |
| J.W. COLE ADVISORS, INC. | 6,526 | $272K |
| HOWE & RUSLING INC | 4,975 | $207K |
| Meridian Wealth Management, LLC | 4,974 | $207K |
| NWAM LLC | 4,589 | $191K |
| JONES FINANCIAL COMPANIES LLLP | 3,040 | $127K |
| Steward Partners Investment Advisor | 2,484 | $104K |
| Integrated Wealth Concepts LLC | 331 | $14K |
| FIDUCIARY FINANCIAL ADVISORS | 327 | $14K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 26,863 | $1M |
| Granite Harbor Advisors, Inc. | 15,053 | $628K |
| STIFEL FINANCIAL CORP | 13,102 | $546K |
| Csenge Advisory Group | 10,657 | $444K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,397 | $433K |
| Calamos Advisors LLC | 8,963 | $374K |
| Cambridge Investment Research Advis | 8,302 | $346K |
| TWO SIGMA SECURITIES, LLC | 8,105 | $338K |
| CAPTRUST FINANCIAL ADVISORS | 6,806 | $284K |
| Glenview Trust Co | 6,530 | $272K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 6,412 | $267K |
| BRIGHTON JONES LLC | 6,267 | $261K |
| Indiana Trust & Investment Manageme | 6,266 | $261K |
| Valeo Financial Advisors, LLC | 5,269 | $220K |
| HighTower Advisors, LLC | 5,203 | $217K |
| OLD MISSION CAPITAL LLC | 5,067 | $211K |
| Mid-American Wealth Advisory Group, | 5,055 | $211K |
| Blue Trust, Inc. | 3,329 | $139K |
| Advisory Services Network, LLC | 3,020 | $126K |
| ROYAL BANK OF CANADA | 2,866 | $119K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +10,830,230 | +5.2% | 217,976,663 |
| Cetera Investment Advisers | +84,688 | +22.0% | 469,854 |
| ENVESTNET ASSET MANAGEMENT INC | +48,284 | +54.9% | 136,208 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +27,273 | +66.1% | 68,557 |
| Global Wealth Strategies & Associat | +24,332 | +12.9% | 213,061 |
| JPMORGAN CHASE & CO | +22,422 | +27.8% | 103,183 |
| Midwest Financial Network, LLC | +18,527 | +113.2% | 34,887 |
| Creative Planning | +14,450 | +122.9% | 26,212 |
| Kestra Advisory Services, LLC | +8,519 | +12.9% | 74,726 |
| Focus Partners Wealth | +8,053 | +93.1% | 16,705 |
| MERCER GLOBAL ADVISORS INC /ADV | +7,029 | +56.0% | 19,573 |
| &PARTNERS | +4,587 | +13.8% | 37,862 |
| RDA Financial Network | +3,697 | +77.7% | 8,458 |
| AE Wealth Management LLC | +2,621 | +88.6% | 5,580 |
| Savant Capital, LLC | +2,556 | +46.8% | 8,023 |
| LPL Financial LLC | +980 | +4.8% | 21,483 |
| Allworth Financial LP | +779 | +42.1% | 2,629 |
| ShoreHaven Wealth Partners, LLC | +152 | +3.0% | 5,273 |
| RCS Financial Planning, LLC | +15 | +0.1% | 27,097 |
| Farther Finance Advisors, LLC | +11 | +0.6% | 1,796 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -134,695 | -73.7% | 48,009 |
| KINTRA WEALTH, LLC | -118,218 | -81.3% | 27,216 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -5,656 | -49.8% | 5,709 |
| MAI Capital Management | -1,130 | -18.2% | 5,087 |
| RAYMOND JAMES FINANCIAL INC | -527 | -9.1% | 5,262 |