FSEC
FIDELITY INVESTMENT GRADE SECURITIZED ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.2% ·
aandelenstroom +3.5% ·
netto nieuwe posities +5.9%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +1 | 219.18M | $9.61B | +5 | −4 |
| Q1 2026 | 17 | +1 | 208.04M | $9.12B | +6 | −5 |
| Q4 2025 | 16 | 0 | 201.02M | $8.87B | — | — |
| Q3 2025 | 4 | 0 | 194.02M | $8.56B | — | — |
| Q2 2025 | 2 | 0 | 180.44M | $7.86B | — | — |
| Q1 2025 | 1 | -2 | 79.44K | $3.46M | — | −2 |
| Q4 2024 | 3 | +2 | 47.51K | $2.02M | +2 | — |
| Q3 2024 | 1 | +1 | 24.63K | $1.09M | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 207.15M | +3.4% | $9.08B | 0.5% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 385.17K | +12.7% | $16.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 182.70K | +1373.3% | $8.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 87.92K | +44.4% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 80.76K | +99.3% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 41.28K | -37.9% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 26.86K | Nieuw | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 20.50K | -7.2% | $898,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 12.54K | -5.2% | $549,907 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Creative Planning | 11.76K | Nieuw | $515,646 | 0.0% | New | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 11.37K | +12.4% | $498,251 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 10.40K | Nieuw | $455,804 | 0.0% | New | 1 | SEC ↗ |
| 13 | Focus Partners Wealth | 8.65K | Nieuw | $379,304 | 0.0% | New | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 5.79K | Nieuw | $253,790 | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 2.87K | Nieuw | $126,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 542 | +263.8% | $23,761 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Morgan Stanley ✦ | 10 | -80.8% | $481 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.18M | 0.0% |
| Creative Planning | $515,646 | 0.0% |
| Susquehanna International… | $455,804 | 0.0% |
| Focus Partners Wealth | $379,304 | 0.0% |
| Raymond James Financial Inc | $253,790 | 0.0% |
| Royal Bank Of Canada | $126,000 | 0.0% |
Verlaten
| Citadel Advisors | $5.37M | was 0.0% |
| Stifel Financial Corp | $578,191 | was 0.0% |
| Captrust Financial Advisors | $300,349 | was 0.0% |
| Bank Of America Corp /De/ | $239,052 | was 0.0% |
| HighTower Advisors, LLC | $229,608 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 44 houders, 208.53M aandelen, $9.14B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.