13FBOX
FIDELITY 500 INDEX FD · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY 500 INDEX FD

FXAIX
Institutions
30
Combined AUM (Q2 2026)
$118.9M
Combined Shares (Q2 2026)
455,309
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+338,728
16 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3,862
8 · 2 Exit · ≈
⚖️ Net
+334,866
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$118.9M
Institutions
30
New Buys
7
Adds
9
Reduces
6
Exits
2
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Sequent Asset Management, LLC
22.96%#1$54.4M208,403$00+208,403New Buy
Wealthspire Advisors, LLC
0.18%#7$32.7M125,005$00+125,005New Buy
Grey Fox Wealth Advisors, LLC
1.32%0.02%#3$8.6M32,852$83,30933,351-499-1.50%Reduce
FULTON BANK, N.A.
0.25%0.09%#5$4.5M17,321$3.9M17,32100.00%Unchanged
Sippican Capital Advisors
1.75%3.36%#2$2.9M10,959$2.4M10,510+449+4.27%Add
Williams Jones Wealth Management, LLC.
0.02%0.02%#23$2.1M8,173$1.3M5,900+2,273+38.53%Add
RIVERBRIDGE PARTNERS LLC
0.05%0.04%#16$1.6M6,264$1.5M6,468-204-3.15%Reduce
CARRET ASSET MANAGEMENT, LLC
0.11%0.12%#11$1.3M4,833$1.1M4,820+13+0.27%Add
NORTH STAR ASSET MANAGEMENT INC
0.04%0.05%#17$1.1M4,051$930,0414,090-39-0.95%Reduce
GREAT LAKES ADVISORS, LLC
0.01%0.01%#28$1.1M4,035$863,8753,799+236+6.21%Add
Coston, McIsaac & Partners
0.2%0.2%#6$991,6653,796$863,0003,79600.00%Unchanged
CENTRAL BANK & TRUST CO
0.14%0.13%#8$973,6943,728$845,8483,720+8+0.22%Add
GRACE & WHITE INC /NY
0.13%0.13%#10$827,8873,169$720,7053,16900.00%Unchanged
NORTH POINT PORTFOLIO MANAGERS CORP/OH
0.1%0.07%#14$768,0462,940$668,6112,94000.00%Unchanged
MOODY LYNN LIEBERSON & WALKER, LLC
0.04%0.04%#20$723,9372,771$790,1593,475-704-20.26%Reduce
Mengis Capital Management, Inc.
0.1%0.15%#12$669,0462,561$574,9512,528+33+1.31%Add
DUMONT & BLAKE INVESTMENT ADVISORS LLC
0.13%0.19%#9$593,8182,273$528,3072,323-50-2.15%Reduce
NEVILLE RODIE & SHAW INC
0.04%0.04%#21$566,0002,167$518,0002,278-111-4.87%Reduce
WOODSTOCK CORP
0.04%0.04%#19$461,4772,029$461,4772,02900.00%Unchanged
Financial Concepts Unlimited, Inc.
0.32%0.32%#4$410,4521,571$356,3091,567+4+0.26%Add
PUZO MICHAEL J
0.1%0.1%#13$376,5821,442$327,8281,44200.00%Unchanged
Financial Gravity Companies, Inc.
0.04%#18$252,671967$00+967New Buy
McMillan Office, Inc.
0.03%0.02%#22$220,341843$191,81484300.00%Unchanged
Vermillion Wealth Management, Inc.
0.05%#15$216,380828$00+828New Buy
Oakworth Capital, Inc.
0.01%0.01%#27$172,790663$146,214643+20+3.11%Add
Estabrook Capital Management
0.02%0.02%#24$160,918616$139,857615+1+0.16%Add
Westside Investment Management, Inc.
0.02%0.02%#25$146,752561$128,82656100.00%Unchanged
NBT BANK, N.A.
<0.01%#29$63,492243$00+243New Buy
Park Place Capital Corp
0.01%#26$63,162242$00+242New Buy
Luminist Capital LLC
<0.01%#30$7833$00+3New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow