6 institutions reported holding $1.7M of FIDELITY SECS FD GRWTH & INCM (FGRIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($700,717), NEVILLE RODIE & SHAW INC ($550,000), Vermillion Wealth Management, Inc. ($232,028), Estabrook Capital Management ($95,189), Financial Gravity Companies, Inc. ($81,367). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $700,717 | 9,437 | New |
| 2 | NEVILLE RODIE & SHAW INC | $550,000 | 7,407 | Trimmed |
| 3 | Vermillion Wealth Management, Inc. | $232,028 | 3,125 | New |
| 4 | Estabrook Capital Management | $95,189 | 1,282 | Hold |
| 5 | Financial Gravity Companies, Inc. | $81,367 | 1,096 | New |
| 6 | Alpine Bank Wealth Management | $39,058 | 526 | New |
Source: SEC Form 13F filings · as of 2026-06-30