FMAG Institutional Ownership & Shareholders

FIDELITY MAGELLAN ETF (FMAG) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $126.39M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Fil Ltd is currently the largest disclosed institutional shareholder of FMAG tracked by InsiderSet, reporting ownership valued at approximately $51.62M in its June 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 $47.86M, representing an estimated loss of -7.28% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed FMAG value among the investors covered in this analysis. Major shareholders include Fil Ltd, Wells Fargo & Company/Mn, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in FIDELITY MAGELLAN ETF (FMAG).

This page ranks the largest institutional FMAG 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

36

Total Reported Value

$126.39M

Largest Holder

Fil Ltd

Largest Position

$51.62M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

46

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Fil Ltd0.04%1,403,731$51,618,417$47,860,489-$3,757,928-7.28%
Wells Fargo & Company/Mn0.01%986,128$36,262,194$33,622,231-$2,639,963-7.28%
Jones Financial Companies Lllp0.00%188,923$6,712,244$6,441,367-$270,877-4.04%
Arkadios Wealth Advisors0.08%140,024$5,149,022$4,774,146-$374,876-7.28%
Pnc Financial Services Group, Inc.0.00%106,954$3,932,937$3,646,618-$286,319-7.28%
Envestnet Asset Management Inc0.00%100,620$3,700,026$3,430,659-$269,367-7.28%
Anson Capital, Inc.2.35%99,822$3,608,771$3,403,451-$205,320-5.69%
Beam Wealth Advisors, Inc.0.49%62,733$2,267,911$2,138,894-$129,017-5.69%
Ubs Group Ag0.00%58,825$2,163,113$2,005,650-$157,463-7.28%
Sigma Planning Corp0.05%57,448$2,076,846$1,958,701-$118,145-5.69%
Kestra Advisory Services, Llc0.00%40,637$1,469,098$1,385,527-$83,571-5.69%
Goldman Sachs Group Inc0.00%28,656$1,053,747$977,032-$76,715-7.28%
Cetera Investment Advisers0.00%28,081$1,032,599$957,427-$75,172-7.28%
Commonwealth Equity Services, Llc0.00%28,268$1,021,950$963,803-$58,147-5.69%
Two Sigma Investments, Lp0.00%20,100$739,123$685,314-$53,809-7.28%
Fmr Llc0.00%16,913$621,920$576,652-$45,268-7.28%
Arax Advisory Partners0.00%13,917$511,760$474,503-$37,257-7.28%
J.W. Cole Advisors, Inc.0.01%13,586$499,588$463,217-$36,371-7.28%
Susquehanna International Group, Llp0.00%10,019$368,422$341,600-$26,822-7.28%
Jpmorgan Chase & Co0.00%9,934$358,877$338,702-$20,175-5.62%
Lpl Financial Llc0.00%7,773$285,836$265,022-$20,814-7.28%
Citadel Advisors Llc0.00%6,878$252,920$234,507-$18,413-7.28%
Axis Wealth Partners, Llc0.12%6,678$245,582$227,688-$17,894-7.29%
Advyzon Investment Management, Llc0.01%5,590$205,557$190,592-$14,965-7.28%
Sachetta, Llc0.03%1,475$54,249$50,290-$3,959-7.30%
Osaic Holdings, Inc.0.00%1,348$49,632$45,960-$3,672-7.40%
Bank Of Montreal0.00%1,120$41,185$38,187-$2,998-7.28%
Sunbelt Securities, Inc.0.00%935$29,565$31,879+$2,314+7.83%
Cwm, Llc0.00%471$14,893$16,059+$1,166+7.83%
Capital Investment Advisory Services, Llc0.00%410$14,822$13,979-$843-5.69%
Rockefeller Capital Management L.P.0.00%285$10,480$9,717-$763-7.28%
Shp Wealth Management0.00%285$10,472$9,717-$755-7.21%
Hurley Capital, Llc0.00%136$5,001$4,637-$364-7.28%
Thurston, Springer, Miller, Herd & Titak, Inc.0.01%100$3,615$3,410-$205-5.68%
Morgan Stanley0.00%56$2,059$1,909-$150-7.27%
Ifp Advisors, Inc0.00%4$145$136-$9-5.94%
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Frequently asked questions about FMAG

  • Who are the largest institutional holders of FMAG?

    The largest institutional holders of FMAG reported in the latest SEC Form 13F filings include Fil Ltd, Wells Fargo & Company/Mn, Jones Financial Companies Lllp, Arkadios Wealth Advisors, and Pnc Financial Services Group, Inc.. InsiderSet ranks institutional holders by their latest reported FMAG position.

  • What is FMAG institutional ownership?

    This page tracks FMAG positions reported by institutional investment managers through SEC Form 13F. FIDELITY MAGELLAN ETF (FMAG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own FMAG?

    InsiderSet currently tracks 36 institutional managers reporting FMAG 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 FMAG shareholders.

  • How much FMAG stock do institutions own?

    Institutional investment managers disclosed approximately $126.39M in FMAG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was FMAG institutional ownership last updated?

    The latest FMAG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 FMAG 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 FMAG position after the reporting date.

  • Are institutions buying or selling FMAG?

    Institutional buying and selling can be analyzed by comparing FMAG positions across consecutive 13F reporting periods. InsiderSet's FMAG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMAG ownership changes.

  • How has FMAG institutional ownership changed over time?

    InsiderSet tracks FMAG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.