Fidelity Ex MRKT IndxFSMAX
13F holders, Q1 2026 (March 31)2holders −1
0new positions
1sold out
$99.41avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Fidelity Ex MRKT Indx (FSMAX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Carret Asset Management, LLC ($656K) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $311K |
All 13F filers, Q4 2025 → Q1 2026: 3,092 shares sold, net −3,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Carret Asset Management, LLC | 0.06% | No change | 6,600 | $656K |
| 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.