4 tracked 13F filers disclose a position in FSMDX as of the latest SEC 13F filings, a combined $595K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sequent Asset Management, LLC | $329K | 8K | —Held | Q2 2026 | |
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $230K | 5K | ▲New +5K sh | Q2 2026 | |
| 3 | Vermillion Wealth Management, Inc. | $33K | 766 | ▲Added Added · +766 sh | Q2 2026 | |
| 4 | McIlrath & Eck, LLC | $3K | 75 | ▲New +75 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in FSMDX, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $57.0M |
| MICROSOFT CORPMSFT | 3 funds | $56.9M |
| FIDELITY 500 INDEX FUNDFXAIX | 3 funds | $55.3M |
| SS TECHNOLOGY SELECT SECTORXLK | 3 funds | $34.0M |
| AMAZON.COM INCAMZN | 3 funds | $15.1M |
| STATE STREET SPDR S&P MIDCAPMDY | 3 funds | $13.5M |
| CATERPILLAR INCCAT | 3 funds | $8.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $7.8M |
| JPMORGAN CHASE & COJPM | 3 funds | $7.2M |
| ISHARES S&P 500 VALUE ETFIVE | 3 funds | $6.0M |
| SS COMM SELECT SECTOR SPDRXLC | 3 funds | $5.3M |
| SS ENERGY SELECT SECTORXLE | 3 funds | $4.7M |
Ranked by how many of FSMDX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| FXNAXUS BD INDEX FD | 4 funds | $771K |
| FSMDXthis pageOPEN END TAXABLE NO LOAD FUND | 4 funds | $595K |
| FSSNXOPEN END TAXABLE NO LOAD FUND | 3 funds | $273K |
| 316146315OPEN END TAXABLE NO LOAD FUND | 2 funds | $96K |
| FPADXEMRG MKT IDX FD | 1 funds | $596K |
| FGBPXBOND | 1 funds | $476K |
| 316146109MF | 1 funds | $426K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FSMDX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FSMDX/capital-change-brief"
Use Arkolith's capital_change_brief for FSMDX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FSMDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.