Fidelity Ex MRKT IndxFSMAX

13F holders, Q3 2025 (September 30)
2holders
0new positions
1sold out
$101.08avg. 13F price*

At the end of Q3 2025, 2 institutions reported holding Fidelity Ex MRKT Indx (FSMAX) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were Carret Asset Management, LLC ($667K) and Financial Gravity Asset Management, Inc. ($13K).

Company
Fidelity Ex MRKT Indx
CUSIP
315911743
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits1$134K

All 13F filers, Q2 2025 → Q3 2025: 1,441 shares sold, net −1,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Carret Asset Management, LLC 0.06% No change 6,599 $667K
Financial Gravity Asset Management, Inc. 0.00% — 132 $13K

"% of holder's portfolio" is FSMAX's weight in each manager's 13F, not the share of Fidelity Ex MRKT Indx the manager owns.