Fidelity Tr 500 Index Ins Prem MF is a security (CUSIP 315911750) tracked across SEC portfolio filings. 30 institutional managers reported $77.9M on Form 13F as of 2026-06-30; 3 registered fund positions totaling $4.5B via N-PORT as of 2026-05-31.
Showing 15 of 30 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Sequent Asset Management, LLC | HOUSTON, TX | $54.4M | 208,403 |
| Fulton Bank, N.A. | Lancaster, PA | $6.2M | 23,864 |
| Sippican Capital Advisors | BOSTON, MA | $2.9M | 10,959 |
| Williams Jones Wealth Management, LLC. | NEW YORK, NY | $2.1M | 8,173 |
| RIVERBRIDGE PARTNERS LLC | MINNEAPOLIS, MN | $1.6M | 6,264 |
| CARRET ASSET MANAGEMENT, LLC | NEW YORK, NY | $1.3M | 4,833 |
| CENTRAL BANK & TRUST CO | LEXINGTON, KY | $974K | 3,728 |
| NORTH STAR ASSET MANAGEMENT INC | NEENAH, WI | $930K | 4,090 |
| GREAT LAKES ADVISORS, LLC | CHICAGO, IL | $864K | 3,799 |
| GRACE & WHITE INC /NY | NY, NY | $828K | 3,169 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | ORANGE VILLAGE, OH | $768K | 2,940 |
| MOODY LYNN LIEBERSON & WALKER, LLC | BOSTON, MA | $724K | 2,771 |
| Mengis Capital Management, Inc. | PORTLAND, OR | $669K | 2,561 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | PRINCETON, NJ | $528K | 2,323 |
| WOODSTOCK CORP | BOSTON, MA | $525K | 2,009 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Fidelity Multi-Asset Index Fund | Fidelity Aberdeen Street Trust | $4.4B | 4140.84% |
| VOYA TARGET IN-RETIREMENT FUND | Voya Separate Portfolios Trust | $53.9M | 2075.86% |
| MH Elite Fund of Funds | MH ELITE PORTFOLIO OF FUNDS TRUST | $1.8M | 651.80% |