Fidelity Ex MRKT IndxFSMAX
13F holders, Q2 2025 (June 30)2holders
1new positions
1sold out
$92.82avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Fidelity Ex MRKT Indx (FSMAX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Carret Asset Management, LLC ($613K) and Brooklyn Investment Group ($134K).
- Company
- Fidelity Ex MRKT Indx
- CUSIP
- 315911743
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $134K |
| Exits | 1 | $256K |
All 13F filers, Q1 2025 → Q2 2025: 1,441 shares bought and 3,091 shares sold, net −1,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Carret Asset Management, LLC | 0.07% | No change | 6,599 | $613K |
| Brooklyn Investment Group | 0.02% | New | 1,441 | $134K |
"% of holder's portfolio" is FSMAX's weight in each manager's 13F, not the share of Fidelity Ex MRKT Indx the manager owns.