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Fidelity Yield Enhanced Equity ETF (FYEE) Institutional Ownership

Fidelity Yield Enhanced Equity ETF logo
$29.01 +0.14 (+0.48%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Yield Enhanced Equity ETF (BATS:FYEE)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$50.10M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$3.23M
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FYEE Institutional Buying and Selling by Quarter

Fidelity Yield Enhanced Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026NFSG Corp20,534$557K0.1%+31.9%4.107%
5/4/2026 Bleakley Financial Group LLC183,026$4.97M0.1%+2.4%36.605%
4/27/2026 PFG Investments LLC12,300$334K0.0%N/A2.460%
4/24/2026 Global Trust Asset Management LLC21,221$576K0.2%+66.8%4.244%
4/21/2026 Wealth Effects LLC51,370$1.39M0.5%+35.3%10.274%
4/21/2026 Silver Oak Securities Incorporated13,254$360K0.0%-5.1%2.651%
4/20/2026 Kestra Private Wealth Services LLC137,079$3.72M0.0%+261.6%27.416%
4/20/2026 Hixon Zuercher LLC17,050$463K0.1%N/A3.410%
4/17/2026 Summit 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%
2/13/2026 Kestra Advisory Services LLC5,594$160K0.0%N/A0.114%
2/12/2026 Commonwealth 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%
2/11/2026 J.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%
2/10/2026 Pasadena Private Wealth LLC40,945$1.17M0.2%N/A0.836%
2/9/2026 Bleakley Financial Group LLC178,814$5.13M0.1%N/A3.649%
2/9/2026Kestra Investment Management LLC92,480$2.65M0.1%N/A1.887%
1/29/2026 Kestra Private Wealth Services LLC37,910$1.09M0.0%N/A0.807%
1/29/2026 Concurrent Investment Advisors LLC234,336$6.72M0.1%N/A4.986%
1/29/2026 TBH Global Asset Management LLC220,339$6.32M1.1%+192.4%4.688%
1/27/2026 Summit Wealth Partners LLC13,900$399K0.1%N/A0.296%
1/26/2026 Wealth 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%
1/20/2026 Global Trust Asset Management LLC12,724$365K0.1%N/A0.271%
1/16/2026 Herbst Group LLC32,705$938K0.6%N/A0.696%
1/15/2026 Silver Oak Securities Incorporated13,973$403K0.0%+52.2%0.297%
1/14/2026 Spire Wealth Management21,846$627K0.0%+457.0%0.475%
1/13/2026 Parsons 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

Who are the largest shareholders of FYEE shares?

During the previous two years, 34 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), Bleakley Financial Group LLC ($4.97M), and Kestra Private Wealth Services LLC ($3.72M).Learn more on Fidelity Yield Enhanced Equity ETF's institutional investors.

Which institutional investors have been buying Fidelity Yield Enhanced Equity ETF's stock?

Of the 33 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), Bleakley Financial Group LLC ($183.03K), TBH Global Asset Management LLC ($144.99K), Kestra Private Wealth Services LLC ($137.08K), Cetera Investment Advisers ($97.07K), and Kestra Investment Management LLC ($92.48K).

How much institutional buying is happening at Fidelity Yield Enhanced Equity ETF?

Institutional investors have bought a total of 1,747,631 shares in the last 24 months. This purchase volume represents approximately $50.10M in transactions.

Which of Fidelity Yield Enhanced Equity ETF's major shareholders have been selling company stock?

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

How much institutional selling is happening at Fidelity Yield Enhanced Equity ETF?

Institutional investors have sold a total of 111,953 shares in the last 24 months. This volume of shares sold represents approximately $3.23M in transactions.



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