Free Trial

Fidelity Yield Enhanced Equity ETF (FYEE) Institutional Ownership

Fidelity Yield Enhanced Equity ETF logo
$29.62 -0.07 (-0.24%)
Closing price 04:10 PM Eastern
Extended Trading
$29.60 -0.02 (-0.05%)
As of 04:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$62.98M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.99M
Get FYEE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Yield Enhanced Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
11/11/2026 Boston Partners91,774$2.73M0.0%+11.3%0.821%
11/10/2026 Global Retirement Partners LLC6,406$190K0.0%+14.6%0.057%
11/9/2026 Silver Oak Securities Incorporated29,709$856K0.1%+65.1%0.266%
11/2/2026 Kraematon Investment Advisors Inc.37,753$1.12M0.8%+4.5%7.551%
11/2/2026 Kestra Advisory Services LLC84,442$2.51M0.0%+143.7%16.888%
11/2/2026 Commonwealth Equity Services LLC1,116,522$33.15M0.0%-1.8%223.304%
10/29/2026 Traynor Capital Management Inc.65,612$1.95M0.1%+26.5%13.122%
10/27/2026 Latitude Advisors LLC1,000$30K0.0%N/A0.200%
10/26/2026 Flagship Harbor Advisors LLC11,255$334K0.0%+22.5%2.251%
10/23/2026 Lighthouse Financial LLC12,758$379K0.2%N/A2.552%
10/21/2026 Sentinel Advisory Group LLC214,373$6.37M2.6%+2.3%42.875%
10/21/2026 Diversify Advisory Services LLC53,037$1.59M0.0%N/A10.607%
10/17/2026 IFP Advisors Inc7,905$235K0.0%+74.9%1.581%
10/16/2026 NFSG Corp26,719$793K0.1%+12.8%5.344%
10/8/2026 Farther Finance Advisors LLC9,662$287K0.0%+1,824.7%1.932%
9/9/2026 RFG Advisory LLC7,445$215K0.0%N/A1.489%
9/9/2026NewEdge Advisors LLC69,787$2.02M0.0%-5.9%13.957%
9/9/2026 IFP Advisors Inc4,521$131K0.0%+165.9%0.904%
8/23/2026 Kraematon Investment Advisors Inc.36,143$1.04M0.8%+2.7%7.229%
8/22/2026 Concurrent Investment Advisors LLC240,180$6.94M0.1%+1.6%48.036%
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%
5/14/2026 Sentinel Advisory Group LLC184,349$5.00M2.4%N/A36.870%
5/13/2026Cetera Investment Advisers168,283$4.57M0.0%+73.4%33.657%
5/5/2026 NFSG 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%
4/24/2026 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%
4/17/2026Summit 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%
URGENT: If you own a home, please review the map below. (Ad)

More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards urges homeowners to check the map and see whether one is near them. Families in Georgia have been forced to sell, entire Ohio neighborhoods are being torn down, and nearly 50,000 Lake Tahoe residents face losing power. Rickards advised the Pentagon and the U.S. intelligence community for decades. He says one man outside Washington can stop it.tc pixel

See the map and get the full details on what this means for you
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%
2/10/2026Goldman 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%
2/9/2026Bleakley 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%
1/27/2026Summit 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%
1/20/2026Savvy 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%
1/12/2026 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%
1/1/2026JPMorgan Chase & Co.12,919$362K0.0%N/A0.461%


FYEE Institutional Ownership - Frequently Asked Questions

During the previous two years, 44 institutional investors and hedge funds held shares of Fidelity Yield Enhanced Equity ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($33.15M), Goldman Sachs Group Inc. ($8.28M), Advisory Resource Group ($7.89M), Concurrent Investment Advisors LLC ($6.94M), Sentinel Advisory Group LLC ($6.37M), TBH Global Asset Management LLC ($6.32M), and Bleakley Financial Group LLC ($4.97M).Learn more on Fidelity Yield Enhanced Equity ETF's institutional investors.

Of the 43 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 ($238.23K), Sentinel Advisory Group LLC ($189.22K), 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 2,205,008 shares in the last 24 months. This purchase volume represents approximately $62.98M 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), Commonwealth Equity Services LLC ($20.75K), NewEdge Advisors LLC ($5.19K), and Silver Oak Securities Incorporated ($719.00).

Institutional investors have sold a total of 137,897 shares in the last 24 months. This volume of shares sold represents approximately $3.99M in transactions.



Institutional ownership data for BATS:FYEE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners