FFGX Institutional Ownership & Shareholders
FIDELITY FNDMNTL GLBL EX-US (FFGX) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.90M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Beaumont Financial Advisors, Llc is currently the largest disclosed institutional shareholder of FFGX tracked by InsiderSet, reporting ownership valued at approximately $14.50M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.70M, representing an estimated loss of -5.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FFGX value among the investors covered in this analysis. Major shareholders include Beaumont Financial Advisors, Llc, 46 Peaks Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FIDELITY FNDMNTL GLBL EX-US (FFGX).
This page ranks the largest institutional FFGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
9
Total Reported Value
$20.90M
Largest Holder
Beaumont Financial Advisors, Llc
Largest Position
$14.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Beaumont Financial Advisors, Llc | 0.91% | 428,045 | $14,503,743 | $13,702,791 | -$800,952 | -5.52% | |
| 46 Peaks Llc | 2.02% | 92,369 | $3,212,584 | $2,956,963 | -$255,621 | -7.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 46,782 | $1,585,161 | $1,497,609 | -$87,552 | -5.52% | |
| Citadel Advisors Llc | 0.00% | 23,985 | $834,196 | $767,820 | -$66,376 | -7.96% | |
| Elm3 Financial Group, Llc | 0.36% | 15,734 | $533,122 | $503,685 | -$29,437 | -5.52% | |
| Mercer Global Advisors Inc | 0.00% | 6,054 | $210,574 | $193,804 | -$16,770 | -7.96% | |
| Ubs Group Ag | 0.00% | 300 | $10,434 | $9,604 | -$830 | -7.96% | |
| Morgan Stanley | 0.00% | 214 | $7,443 | $6,851 | -$592 | -7.96% | |
| Lri Investments, Llc | 0.00% | 70 | $2,435 | $2,241 | -$194 | -7.97% |
Frequently asked questions about FFGX
Who are the largest institutional holders of FFGX?
The largest institutional holders of FFGX reported in the latest SEC Form 13F filings include Beaumont Financial Advisors, Llc, 46 Peaks Llc, Commonwealth Equity Services, Llc, Citadel Advisors Llc, and Elm3 Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported FFGX position.
What is FFGX institutional ownership?
This page tracks FFGX positions reported by institutional investment managers through SEC Form 13F. FIDELITY FNDMNTL GLBL EX-US (FFGX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FFGX?
InsiderSet currently tracks 9 institutional managers reporting FFGX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FFGX shareholders.
How much FFGX stock do institutions own?
Institutional investment managers disclosed approximately $20.90M in FFGX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FFGX institutional ownership last updated?
The latest FFGX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FFGX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FFGX position after the reporting date.
Are institutions buying or selling FFGX?
Institutional buying and selling can be analyzed by comparing FFGX positions across consecutive 13F reporting periods. InsiderSet's FFGX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FFGX ownership changes.
How has FFGX institutional ownership changed over time?
InsiderSet tracks FFGX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.