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Fidelity Enhanced Large Cap Growth ETF (FELG) Institutional Ownership

Fidelity Enhanced Large Cap Growth ETF logo
$43.13 +0.34 (+0.79%)
As of 09:58 AM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG)

Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$907.74M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$119.89M
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FELG Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Warner Financial Inc.38,802$1.70M0.5%+355.9%0.030%
7/9/2026 Focus Financial Network Inc.8,601$376K0.0%+18.6%0.007%
7/8/2026 Beacon Investment Advisory Services Inc.9,763$427K0.0%-2.6%0.008%
7/8/2026 Elevation Wealth Partners LLC3,504$153K0.0%N/A0.003%
7/7/2026 Baron Wealth Management LLC57,851$2.53M0.7%+38.0%0.045%
7/6/2026 RDA Financial Network6,175$270K0.1%-5.2%0.005%
6/3/2026NewEdge Advisors LLC70,391$2.64M0.0%+35.9%0.056%
6/1/2026Flagship Wealth Advisors LLC125,041$4.63M1.9%-18.4%0.099%
6/1/2026 Financial Solutions Advisory Group Inc.7,852$294K0.0%N/A0.006%
5/28/2026Cozad Asset Management Inc.7,971$299K0.0%+14.8%0.006%
5/26/2026 Summit Financial Wealth Advisors LLC18,037$676K0.1%+71.1%0.014%
5/21/2026Vestor Capital LLC8,724$327K0.0%+101.5%0.007%
5/19/2026NewEdge Advisors LLC58,261$2.18M0.0%+12.5%0.046%
5/19/2026Bank of America Corp DE32,988$1.24M0.0%-48.5%0.026%
5/18/2026Sunbelt Securities Inc.34,585$1.30M0.1%-14.6%0.027%
5/18/2026Royal Bank of Canada35,482$1.33M0.0%-30.1%0.028%
5/16/2026Quantinno Capital Management LP6,301$236K0.0%-12.0%0.005%
5/15/2026Bradley Foster & Sargent Inc. CT6,493$243K0.0%+6.3%0.005%
5/14/2026 CLG LLC9,140$343K0.1%+6.0%0.007%
5/14/2026Lido Advisors LLC80,527$3.02M0.0%+9.6%0.064%
5/13/2026Cetera Investment Advisers1,253,764$47.00M0.1%+118.2%0.993%
5/5/2026Sanctuary Advisors LLC98,501$3.69M0.0%-13.2%0.078%
5/5/2026Sigma Planning Corp9,337$350K0.0%-11.9%0.007%
5/4/2026Calamos Wealth Management LLC5,726$215K0.0%-13.2%0.005%
5/4/2026Calamos Advisors LLC5,726$215K0.0%N/A0.005%
5/4/2026Bleakley Financial Group LLC269,710$10.11M0.2%-10.3%0.214%
5/4/2026Uptick Partners LLC7,227$271K0.1%+19.9%0.006%
5/2/2026Castleview Partners LLC66,793$2.50M1.3%+14.7%0.053%
5/2/2026Valmark Advisers Inc.304,993$11.43M0.1%+44.5%0.242%
5/1/2026Fifth Third Bancorp3,379$127K0.0%+4,727.1%0.003%
5/1/2026Sovran Advisors LLC25,189$944K0.1%-37.1%0.020%
5/1/2026Ball & Co Wealth Management Inc.28,844$1.08M0.9%+0.9%0.023%
5/1/202646 Peaks LLC254,954$9.56M7.0%+8.7%0.202%
5/1/2026 Sequoia Financial Advisors LLC13,504$506K0.0%N/A0.011%
4/30/2026Meadow Creek Wealth Advisors LLC5,769$216K0.1%N/A0.005%
4/30/2026Kestra Advisory Services LLC1,517,007$56.87M0.2%+92.2%1.203%
4/30/2026Greenwood Capital Associates LLC108,113$4.05M0.4%+13.8%0.086%
4/30/2026IAG Wealth Partners LLC540,723$20.27M2.3%+81,457.0%0.429%
4/29/2026Geneva Partners LLC18,123$679K0.3%-6.4%0.014%
4/29/2026Northwest Wealth Advisors LLC191,167$7.17M5.1%+13.8%0.152%
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4/28/2026Pennsylvania Capital Management Inc. ADV11,621$436K0.1%-8.2%0.009%
4/27/2026Private Advisor Group LLC221,019$8.29M0.0%+23.4%0.176%
4/23/2026 Mayflower Financial Advisors LLC6,499$244K0.0%N/A0.005%
4/23/2026Pasadena Private Wealth LLC5,645$212K0.0%-46.3%0.005%
4/23/2026 Formidable Asset Management LLC13,222$496K0.1%N/A0.011%
4/22/2026Bay Capital Advisors LLC19,360$726K0.4%+1.3%0.015%
4/22/2026Goodman Advisory Group LLC656$25K0.0%-94.1%0.001%
4/22/2026Merkkuri Wealth Advisors LLC4,470$168K0.1%N/A0.004%
4/21/2026Sugar Maple Asset Management LLC37,776$1.42M0.9%N/A0.030%
4/16/2026Triad Wealth Partners LLC20,742$778K0.1%N/A0.017%
4/16/2026 Baron Wealth Management LLC41,908$1.57M0.5%+9.6%0.033%
4/15/2026Nations Financial Group Inc. IA ADV12,415$465K0.0%+7.3%0.010%
3/9/2026Corient Private Wealth LLC5,796$242K0.0%-5.2%0.005%
3/4/2026Pure Financial Advisors LLC23,567$983K0.0%+3.2%0.021%
3/4/2026SHP Wealth Management14,575$608K0.0%N/A0.013%
2/26/202646 Peaks LLC234,488$9.78M7.2%N/A0.206%
2/26/2026Anchor Investment Management LLC1,451$61K0.0%N/A0.001%
2/20/2026Sunbelt Securities Inc.40,505$1.69M0.1%+154.6%0.036%
2/19/2026Corient Private Wealth LLC5,796$242K0.0%-5.2%0.005%
2/18/2026EP Wealth Advisors LLC5,816$243K0.0%N/A0.005%
2/18/2026NewEdge Advisors LLC51,786$2.16M0.0%+51.4%0.045%
2/18/2026Opus Financial Solutions LLC6,738$281K0.3%N/A0.006%
2/17/2026Cetera Investment Advisers574,516$23.96M0.0%+3.8%0.504%
2/17/2026Hilltop Holdings Inc.38,873$1.62M0.1%-2.5%0.034%
2/17/2026Equitable Holdings Inc.1,029,490$42.93M0.3%+7.6%0.903%
2/17/2026Osaic Holdings Inc.700,228$29.21M0.0%+5.1%0.614%
2/17/2026Advisory Services Network LLC11,687$487K0.0%+18.1%0.010%
2/17/2026Private Advisor Group LLC179,062$7.47M0.0%+29.1%0.157%
2/17/2026Captrust Financial Advisors17,624$735K0.0%-2.7%0.015%
2/17/2026Royal Bank of Canada50,746$2.12M0.0%+34.0%0.045%
2/16/2026MML Investors Services LLC6,343,591$264.53M0.6%+4.7%5.565%
2/16/2026Mariner LLC30,432$1.27M0.0%+32.4%0.027%
2/16/2026Element Wealth LLC19,052$794K0.3%+33.7%0.017%
2/16/2026Arax Advisory Partners7,338$306K0.0%N/A0.006%
2/16/2026B&D White Capital Company LLC275,092$11.47M1.3%+274.0%0.241%
2/13/2026Kestra Advisory Services LLC789,484$32.92M0.1%+26.7%0.693%
2/13/2026Stifel Financial Corp22,791$950K0.0%+33.9%0.020%
2/13/2026Advyzon Investment Management LLC11,552$482K0.1%+3.2%0.010%
2/13/2026Arkadios Wealth Advisors7,931$331K0.0%N/A0.007%
2/13/2026Integrated Wealth Concepts LLC160,079$6.68M0.1%+3.6%0.140%
2/13/2026Wells Fargo & Company MN199,611$8.32M0.0%+43.6%0.175%
2/12/2026Commonwealth Equity Services LLC4,141,753$172.71M0.2%+33.2%3.633%
2/12/2026Steward Partners Investment Advisory LLC13,488$562K0.0%+42.2%0.012%
2/12/2026Bradley Foster & Sargent Inc. CT6,111$255K0.0%N/A0.005%
2/12/2026Principal Securities Inc.238,138$9.93M0.2%+8.2%0.209%
2/11/2026Vestor Capital LLC4,329$181K0.0%-50.3%0.004%
2/11/2026Goodman Advisory Group LLC11,153$465K0.1%-97.7%0.010%
2/11/2026Capital Analysts LLC5,159$215K0.0%+38.6%0.005%
2/11/2026LPL Financial LLC2,767,311$115.40M0.0%+45.4%2.427%
2/11/2026O Shaughnessy Asset Management LLC5,089$212K0.0%+18.0%0.004%
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2/11/2026JPMorgan Chase & Co.504,152$21.02M0.0%+0.9%0.442%
2/11/2026Flagship Wealth Advisors LLC153,304$6.39M1.9%+10.4%0.134%
2/10/2026Lido Advisors LLC73,497$3.02M0.0%+0.7%0.064%
2/10/2026IAG Wealth Partners LLC663$28K0.0%+2,267.9%0.001%
2/10/2026Redwood Financial Network Corp25,809$1.08M0.7%+3.2%0.023%
2/10/2026Pasadena Private Wealth LLC10,503$438K0.1%N/A0.009%
2/10/2026Northwestern Mutual Wealth Management Co.679,467$28.33M0.0%+12.5%0.596%
2/10/2026Moors & Cabot Inc.6,382$266K0.0%+29.1%0.006%
2/10/2026Godfrey Financial Associates Inc.17,753$740K0.6%N/A0.016%
2/10/2026IFG Advisory LLC22,403$934K0.0%+3.4%0.020%


FELG Institutional Ownership - Frequently Asked Questions

During the previous two years, 210 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Growth ETF. The most heavily invested institutionals were Vantagepoint Investment Advisers LLC ($360.04M), MML Investors Services LLC ($264.53M), Envestnet Asset Management Inc. ($252.49M), Commonwealth Equity Services LLC ($172.71M), LPL Financial LLC ($115.40M), Kestra Advisory Services LLC ($56.87M), and Independence Financial Advisors LLC ($54.66M).Learn more on Fidelity Enhanced Large Cap Growth ETF's institutional investors.

Of the 195 institutional investors that purchased Fidelity Enhanced Large Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vantagepoint Investment Advisers LLC ($8.63M), Commonwealth Equity Services LLC ($4.03M), LPL Financial LLC ($1.71M), Envestnet Asset Management Inc. ($1.52M), MML Investors Services LLC ($1.48M), Independence Financial Advisors LLC ($1.37M), and Proficio Capital Partners LLC ($1.24M).

Institutional investors have bought a total of 22,595,913 shares in the last 24 months. This purchase volume represents approximately $907.74M in transactions.

Of the 64 institutional investors that sold Fidelity Enhanced Large Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thrivent Financial for Lutherans ($527.80K), Goodman Advisory Group LLC ($486.76K), Commonwealth Equity Services LLC ($410.40K), Equitable Holdings Inc. ($409.78K), Kestra Investment Management LLC ($324.67K), Osaic Holdings Inc. ($316.57K), and Independence Financial Advisors LLC ($55.59K).

Institutional investors have sold a total of 3,089,572 shares in the last 24 months. This volume of shares sold represents approximately $119.89M in transactions.


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This page (NYSEARCA:FELG) was last updated on 7/21/2026 by MarketBeat.com Staff.
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