Fidelity Ex MRKT IndxFSMAX
13F holders, Q4 2025 (December 31)3holders +1
1new positions
0sold out
$100.67avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Fidelity Ex MRKT Indx (FSMAX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Carret Asset Management, LLC ($664K), Kohmann Bosshard Financial Services, LLC ($311K) and Financial Gravity Asset Management, Inc. ($13K).
- Company
- Fidelity Ex MRKT Indx
- CUSIP
- 315911743
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $311K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 3,093 shares bought, net +3,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Carret Asset Management, LLC | 0.06% | Add +0.0% | 6,600 | $664K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 3,092 | $311K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 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.