Institutional Ownership
Fidelity Secs Fd Otc Portfolio
CUSIP 316389105FDFOCPXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Carret Asset Management, LLC | 35.0K | $817.5K |
| 2 | Garton & Associates Financial Advisors LLC | 27.3K | $636.6K |
| 3 | Moody Lynn Lieberson & Walker, LLC | 13.2K | $308.6K |
| 4 | Mcmillan Office, Inc. | 6.1K | $143.6K |
| 5 | Mcilrath & Eck, LLC | 2.1K | $48.3K |
| 6 | Silver Grove Financial Group, Inc. | 143 | $3.4K |