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Fidelity Yield Enhanced Equity ETF (FYEE) Institutional Ownership

Fidelity Yield Enhanced Equity ETF logo
$29.51 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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)
$3.24M
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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
5/19/2026 NewEdge Advisors LLC74,160$2.01M0.0%-0.5%14.832%
5/18/2026 Sunbelt Securities Inc.5,537$150K0.0%+142.1%1.107%
5/18/2026 Royal Bank of Canada12,218$331K0.0%+137.7%2.444%
5/14/2026 Sentinel Advisory Group LLC184,349$5.00M2.4%N/A36.870%
5/13/2026 Cetera Investment Advisers168,283$4.57M0.0%+73.4%33.657%
5/5/2026 NFSG 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%
2/20/2026 Sunbelt Securities Inc.2,287$66K0.0%+696.9%0.047%
2/18/2026 NewEdge Advisors LLC74,570$2.14M0.0%+31.1%1.522%
2/17/2026 Cetera Investment Advisers97,074$2.78M0.0%N/A1.981%
2/17/2026 Royal Bank of Canada5,141$147K0.0%N/A0.105%
2/16/2026 Aptus 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%
2/12/2026 Advisory Resource Group275,109$7.89M1.4%+1.2%5.614%
2/11/2026 LPL Financial LLC11,239$322K0.0%N/A0.229%
2/11/2026 J.W. Cole Advisors Inc.12,133$348K0.0%N/A0.248%
2/10/2026 Goldman Sachs Group Inc.288,766$8.28M0.0%-27.8%5.893%
2/10/2026 Resolute 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%
2/9/2026 Kestra 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%
1/21/2026 Newbridge Financial Services Group Inc.15,562$446K0.1%+137.4%0.331%
1/21/2026 Kraematon Investment Advisors Inc.30,871$885K0.7%N/A0.657%
1/20/2026 Savvy 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%
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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%
1/12/2026 Traynor Capital Management Inc.29,854$856K0.0%+114.0%0.649%
1/5/2026 Roxbury Financial LLC1,626$47K0.0%+225.2%0.036%
1/1/2026 JPMorgan 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), Silver Oak Securities Incorporated ($719.00), and NewEdge Advisors LLC ($410.00).

Institutional investors have sold a total of 112,363 shares in the last 24 months. This volume of shares sold represents approximately $3.24M in transactions.



This page (BATS:FYEE) was last updated on 5/26/2026 by MarketBeat.com Staff.
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