Fidelity 13F Institutional Holdings - Who Is Buying & Selling

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+118,174

4 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+118,174

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Wealthspire Advisors, LLC	0.13%	—	#2	$24.4M	117,677	$0	0	+117,677	New Buy
IRONWOOD INVESTMENT MANAGEMENT LLC	0.93%	0.97%	#1	$2.7M	12,965	$2.3M	12,953	+12+0.09%	Add
FIRST AMERICAN TRUST, FSB	0.03%	0.04%	#4	$531,468	21,359	$524,397	20,876	+483+2.31%	Add
NEVILLE RODIE & SHAW INC	0.03%	0.02%	#5	$388,000	1,873	$336,000	1,871	+2+0.11%	Add
Lester Murray Antman dba SimplyRich	0.09%	0.09%	#3	$344,000	1,922	$344,000	1,922	00.00%	Unchanged
Westside Investment Management, Inc.	<0.01%	<0.01%	#6	$1,783	8	$1,556	8	00.00%	Unchanged

Fidelity

🧭 Institutional Sector Flow Heatmap