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Fidelity Yield Enhanced Equity ETF (FYEE) Institutional Ownership

Fidelity Yield Enhanced Equity ETF logo
$28.83 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Yield Enhanced Equity ETF (BATS:FYEE)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$57.31M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$3.25M
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FYEE Institutional Buying and Selling by Quarter

Fidelity Yield Enhanced Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC74,160$2.01M0.0%-0.5%14.832%
5/19/2026NewEdge Advisors LLC74,160$2.01M0.0%-0.5%14.832%
5/18/2026Sunbelt Securities Inc.5,537$150K0.0%+142.1%1.107%
5/18/2026Royal Bank of Canada12,218$331K0.0%+137.7%2.444%
5/14/2026Sentinel Advisory Group LLC184,349$5.00M2.4%N/A36.870%
5/13/2026Cetera Investment Advisers168,283$4.57M0.0%+73.4%33.657%
5/5/2026NFSG Corp20,534$557K0.1%+31.9%4.107%
5/4/2026Bleakley Financial Group LLC183,026$4.97M0.1%+2.4%36.605%
4/27/2026PFG Investments LLC12,300$334K0.0%N/A2.460%
4/24/2026Global Trust Asset Management LLC21,221$576K0.2%+66.8%4.244%
4/21/2026Wealth Effects LLC51,370$1.39M0.5%+35.3%10.274%
4/21/2026Silver Oak Securities Incorporated13,254$360K0.0%-5.1%2.651%
4/20/2026Kestra Private Wealth Services LLC137,079$3.72M0.0%+261.6%27.416%
4/20/2026Hixon Zuercher LLC17,050$463K0.1%N/A3.410%
4/17/2026Summit Wealth Partners LLC17,345$471K0.1%+24.8%3.469%
2/20/2026Sunbelt Securities Inc.2,287$66K0.0%+696.9%0.047%
2/18/2026NewEdge Advisors LLC74,570$2.14M0.0%+31.1%1.522%
2/17/2026Cetera Investment Advisers97,074$2.78M0.0%N/A1.981%
2/17/2026Royal Bank of Canada5,141$147K0.0%N/A0.105%
2/16/2026Aptus Capital Advisors LLC69,542$1.99M0.0%N/A1.419%
2/13/2026Kestra Advisory Services LLC5,594$160K0.0%N/A0.114%
2/12/2026Commonwealth Equity Services LLC430,111$12.34M0.0%+687.0%8.778%
2/12/2026Advisory Resource Group275,109$7.89M1.4%+1.2%5.614%
2/11/2026LPL Financial LLC11,239$322K0.0%N/A0.229%
2/11/2026J.W. Cole Advisors Inc.12,133$348K0.0%N/A0.248%
2/10/2026Goldman Sachs Group Inc.288,766$8.28M0.0%-27.8%5.893%
2/10/2026Resolute Capital LLC38,967$1.12M0.5%N/A0.795%
2/10/2026Pasadena Private Wealth LLC40,945$1.17M0.2%N/A0.836%
2/9/2026Bleakley Financial Group LLC178,814$5.13M0.1%N/A3.649%
2/9/2026Kestra Investment Management LLC92,480$2.65M0.1%N/A1.887%
1/29/2026Kestra Private Wealth Services LLC37,910$1.09M0.0%N/A0.807%
1/29/2026Concurrent Investment Advisors LLC234,336$6.72M0.1%N/A4.986%
1/29/2026TBH Global Asset Management LLC220,339$6.32M1.1%+192.4%4.688%
1/27/2026Summit Wealth Partners LLC13,900$399K0.1%N/A0.296%
1/26/2026Wealth Effects LLC37,980$1.09M0.3%N/A0.808%
1/21/2026Newbridge Financial Services Group Inc.15,562$446K0.1%+137.4%0.331%
1/21/2026Kraematon Investment Advisors Inc.30,871$885K0.7%N/A0.657%
1/20/2026Savvy Advisors Inc.17,420$500K0.0%N/A0.371%
1/20/2026Global Trust Asset Management LLC12,724$365K0.1%N/A0.271%
1/16/2026Herbst Group LLC32,705$938K0.6%N/A0.696%
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1/15/2026Silver Oak Securities Incorporated13,973$403K0.0%+52.2%0.297%
1/14/2026Spire Wealth Management21,846$627K0.0%+457.0%0.475%
1/13/2026Parsons Capital Management Inc. RI9,844$282K0.0%N/A0.214%
1/12/2026Traynor Capital Management Inc.29,854$856K0.0%+114.0%0.649%
1/5/2026 Roxbury Financial LLC1,626$47K0.0%+225.2%0.036%
1/1/2026JPMorgan Chase & Co.12,919$362K0.0%N/A0.461%


FYEE Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of Fidelity Yield Enhanced Equity ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($12.34M), Goldman Sachs Group Inc. ($8.28M), Advisory Resource Group ($7.89M), Concurrent Investment Advisors LLC ($6.72M), TBH Global Asset Management LLC ($6.32M), Sentinel Advisory Group LLC ($5.00M), and Bleakley Financial Group LLC ($4.97M).Learn more on Fidelity Yield Enhanced Equity ETF's institutional investors.

Of the 34 institutional investors that purchased Fidelity Yield Enhanced Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($375.46K), Concurrent Investment Advisors LLC ($234.34K), Sentinel Advisory Group LLC ($184.35K), Bleakley Financial Group LLC ($183.03K), Cetera Investment Advisers ($168.28K), TBH Global Asset Management LLC ($144.99K), and Kestra Private Wealth Services LLC ($137.08K).

Institutional investors have bought a total of 2,013,516 shares in the last 24 months. This purchase volume represents approximately $57.31M in transactions.

The following institutional investors have sold Fidelity Yield Enhanced Equity ETF stock in the last 24 months: Goldman Sachs Group Inc. ($111.23K), NewEdge Advisors LLC ($820.00), and Silver Oak Securities Incorporated ($719.00).

Institutional investors have sold a total of 112,773 shares in the last 24 months. This volume of shares sold represents approximately $3.25M in transactions.


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This page (BATS:FYEE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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