3 institutions reported holding $669,249 of FIDELITY EXTENDED MARKET (FSMAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CARRET ASSET MANAGEMENT, LLC ($656,082), Financial Gravity Asset Management, Inc. ($13,167), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | $656,082 | 6,600 | Hold |
| 2 | Financial Gravity Asset Management, Inc. | $13,167 | 132 | Hold |
| 3 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31