DOSSIER · 13F Holders · Q2 2026
FSMAX

FIDELITY EXTENDED MARKET INDEX

3 institutions still hold FIDELITY EXTENDED MARKET INDEX as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 315911743·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$815K
visible holders
Holders
3
filers reporting
Concentration
96.45%
CARRET ASSET MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported FSMAX in Q2 2026. CARRET ASSET MANAGEMENT, LLC leads at 96.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$786K7K0.07%Q2 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$16K1320.00%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$13K1320.00%Q1 2026