Institutional Ownership
Fidelity Secs Fd Otc Portfolio
CUSIP 316389105FDFOCPXQ1 2026
Institutional Holders
6
13F filers
Shares Held
83.8K
Aggregate institutional
Institutional Value
$1.96M
Q1 2026
Net New Holders
+3
3 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased1
Decreased0
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Carret Asset Management, LLC | 35.0K | $817.5K | 0 | Held |
| 2 | Garton & Associates Financial Advisors LLC | 27.3K | $636.6K | +3.2K | Added |
| 3 | Moody Lynn Lieberson & Walker, LLC | 13.2K | $308.6K | +13.2K | New |
| 4 | Mcmillan Office, Inc. | 6.1K | $143.6K | 0 | Held |
| 5 | Mcilrath & Eck, LLC | 2.1K | $48.3K | +2.1K | New |
| 6 | Silver Grove Financial Group, Inc. | 143 | $3.4K | +143 | New |