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Fidelity Enhanced Large Cap Growth ETF (FELG) Institutional Ownership

Fidelity Enhanced Large Cap Growth ETF logo
$43.85 +0.22 (+0.50%)
As of 11:04 AM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG)

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$763.86M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$69.12M
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FELG Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC83,625$3.66M0.0%N/A0.065%
8/27/2026 Corient Private Wealth LP6,400$280K0.0%+10.4%0.005%
8/23/2026 Ameritas Advisory Services LLC5,323$233K0.0%N/A0.004%
8/23/2026 Wedmont Private Capital13,616$602K0.0%N/A0.011%
8/23/2026 Widmann Financial Services Inc.6,898$302K0.2%N/A0.005%
8/23/2026 HB Wealth Management LLC5,231$229K0.0%N/A0.004%
8/22/2026 Tenet Wealth Partners LLC7,399$311K0.2%N/A0.006%
8/21/2026 InTrack Investment Management Inc38,406$1.68M0.8%-6.3%0.030%
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%
6/3/2026 NewEdge Advisors LLC70,391$2.64M0.0%+35.9%0.056%
6/1/2026 Flagship 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%
5/28/2026 Cozad 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%
5/21/2026 Vestor Capital LLC8,724$327K0.0%+101.5%0.007%
5/19/2026 NewEdge Advisors LLC58,261$2.18M0.0%+12.5%0.046%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada35,482$1.33M0.0%-30.1%0.028%
5/16/2026 Quantinno Capital Management LP6,301$236K0.0%-12.0%0.005%
5/15/2026 Bradley Foster & Sargent Inc. CT6,493$243K0.0%+6.3%0.005%
5/14/2026 CLG LLC9,140$343K0.1%+6.0%0.007%
5/14/2026 Lido Advisors LLC80,527$3.02M0.0%+9.6%0.064%
5/13/2026 Cetera Investment Advisers1,253,764$47.00M0.1%+118.2%0.993%
5/5/2026 Sanctuary Advisors LLC98,501$3.69M0.0%-13.2%0.078%
5/5/2026 Sigma Planning Corp9,337$350K0.0%-11.9%0.007%
5/4/2026 Calamos Wealth Management LLC5,726$215K0.0%-13.2%0.005%
5/4/2026 Calamos Advisors LLC5,726$215K0.0%N/A0.005%
5/4/2026 Bleakley Financial Group LLC269,710$10.11M0.2%-10.3%0.214%
5/4/2026 Uptick Partners LLC7,227$271K0.1%+19.9%0.006%
5/2/2026 Castleview Partners LLC66,793$2.50M1.3%+14.7%0.053%
5/2/2026 Valmark Advisers Inc.304,993$11.43M0.1%+44.5%0.242%
5/1/2026 Fifth Third Bancorp3,379$127K0.0%+4,727.1%0.003%
5/1/2026 Sovran Advisors LLC25,189$944K0.1%-37.1%0.020%
5/1/2026 Ball & Co Wealth Management Inc.28,844$1.08M0.9%+0.9%0.023%
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5/1/2026 46 Peaks LLC254,954$9.56M7.0%+8.7%0.202%
5/1/2026 Sequoia Financial Advisors LLC13,504$506K0.0%N/A0.011%
4/30/2026 Meadow Creek Wealth Advisors LLC5,769$216K0.1%N/A0.005%
4/30/2026 Kestra Advisory Services LLC1,517,007$56.87M0.2%+92.2%1.203%
4/30/2026 Greenwood Capital Associates LLC108,113$4.05M0.4%+13.8%0.086%
4/30/2026 IAG Wealth Partners LLC540,723$20.27M2.3%+81,457.0%0.429%
4/29/2026 Geneva Partners LLC18,123$679K0.3%-6.4%0.014%
4/29/2026 Northwest Wealth Advisors LLC191,167$7.17M5.1%+13.8%0.152%
4/28/2026 Pennsylvania Capital Management Inc. ADV11,621$436K0.1%-8.2%0.009%
4/27/2026 Private Advisor Group LLC221,019$8.29M0.0%+23.4%0.176%
4/23/2026 Mayflower Financial Advisors LLC6,499$244K0.0%N/A0.005%
4/23/2026 Pasadena Private Wealth LLC5,645$212K0.0%-46.3%0.005%
4/23/2026 Formidable Asset Management LLC13,222$496K0.1%N/A0.011%
4/22/2026 Bay Capital Advisors LLC19,360$726K0.4%+1.3%0.015%
4/22/2026 Goodman Advisory Group LLC656$25K0.0%-94.1%0.001%
4/22/2026 Merkkuri Wealth Advisors LLC4,470$168K0.1%N/A0.004%
4/21/2026 Sugar Maple Asset Management LLC37,776$1.42M0.9%N/A0.030%
4/16/2026 Triad Wealth Partners LLC20,742$778K0.1%N/A0.017%
4/16/2026 Baron Wealth Management LLC41,908$1.57M0.5%+9.6%0.033%
4/15/2026 Nations Financial Group Inc. IA ADV12,415$465K0.0%+7.3%0.010%
3/9/2026 Corient Private Wealth LLC5,796$242K0.0%-5.2%0.005%
3/4/2026 Pure Financial Advisors LLC23,567$983K0.0%+3.2%0.021%
3/4/2026 SHP Wealth Management14,575$608K0.0%N/A0.013%
2/26/2026 46 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%
2/19/2026 Corient Private Wealth LLC5,796$242K0.0%-5.2%0.005%
2/18/2026 EP Wealth Advisors LLC5,816$243K0.0%N/A0.005%
2/18/2026 NewEdge Advisors LLC51,786$2.16M0.0%+51.4%0.045%
2/18/2026 Opus Financial Solutions LLC6,738$281K0.3%N/A0.006%
2/17/2026 Cetera Investment Advisers574,516$23.96M0.0%+3.8%0.504%
2/17/2026 Hilltop Holdings Inc.38,873$1.62M0.1%-2.5%0.034%
2/17/2026 Equitable Holdings Inc.1,029,490$42.93M0.3%+7.6%0.903%
2/17/2026 Osaic Holdings Inc.700,228$29.21M0.0%+5.1%0.614%
2/17/2026 Advisory Services Network LLC11,687$487K0.0%+18.1%0.010%
2/17/2026 Private Advisor Group LLC179,062$7.47M0.0%+29.1%0.157%
2/17/2026 Captrust Financial Advisors17,624$735K0.0%-2.7%0.015%
2/17/2026 Royal Bank of Canada50,746$2.12M0.0%+34.0%0.045%
2/16/2026 MML Investors Services LLC6,343,591$264.53M0.6%+4.7%5.565%
2/16/2026 Mariner LLC30,432$1.27M0.0%+32.4%0.027%
2/16/2026 Element Wealth LLC19,052$794K0.3%+33.7%0.017%
2/16/2026 Arax Advisory Partners7,338$306K0.0%N/A0.006%
2/16/2026 B&D White Capital Company LLC275,092$11.47M1.3%+274.0%0.241%
2/13/2026 Kestra Advisory Services LLC789,484$32.92M0.1%+26.7%0.693%
2/13/2026 Stifel Financial Corp22,791$950K0.0%+33.9%0.020%
2/13/2026 Advyzon Investment Management LLC11,552$482K0.1%+3.2%0.010%
2/13/2026 Arkadios Wealth Advisors7,931$331K0.0%N/A0.007%
2/13/2026 Integrated Wealth Concepts LLC160,079$6.68M0.1%+3.6%0.140%
2/13/2026 Wells Fargo & Company MN199,611$8.32M0.0%+43.6%0.175%
2/12/2026 Commonwealth Equity Services LLC4,141,753$172.71M0.2%+33.2%3.633%
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2/12/2026 Steward Partners Investment Advisory LLC13,488$562K0.0%+42.2%0.012%
2/12/2026 Bradley Foster & Sargent Inc. CT6,111$255K0.0%N/A0.005%
2/12/2026 Principal Securities Inc.238,138$9.93M0.2%+8.2%0.209%
2/11/2026 Vestor Capital LLC4,329$181K0.0%-50.3%0.004%
2/11/2026 Goodman Advisory Group LLC11,153$465K0.1%-97.7%0.010%
2/11/2026 Capital Analysts LLC5,159$215K0.0%+38.6%0.005%
2/11/2026 LPL Financial LLC2,767,311$115.40M0.0%+45.4%2.427%
2/11/2026 O Shaughnessy Asset Management LLC5,089$212K0.0%+18.0%0.004%
2/11/2026 JPMorgan Chase & Co.504,152$21.02M0.0%+0.9%0.442%
2/11/2026 Flagship Wealth Advisors LLC153,304$6.39M1.9%+10.4%0.134%


FELG Institutional Ownership - Frequently Asked Questions

During the previous two years, 213 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 198 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 ($3.94M), LPL Financial LLC ($1.71M), MML Investors Services LLC ($1.48M), Independence Financial Advisors LLC ($1.37M), Proficio Capital Partners LLC ($1.24M), and Envestnet Asset Management Inc. ($1.01M).

Institutional investors have bought a total of 18,688,187 shares in the last 24 months. This purchase volume represents approximately $763.86M in transactions.

Of the 51 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: Goodman Advisory Group LLC ($486.76K), Commonwealth Equity Services LLC ($410.40K), Osaic Holdings Inc. ($316.57K), Independence Financial Advisors LLC ($55.59K), Spectrum Investment Advisors Inc. ($43.65K), Financial Partners Group Inc ($37.30K), and Castleview Partners LLC ($33.75K).

Institutional investors have sold a total of 1,718,059 shares in the last 24 months. This volume of shares sold represents approximately $69.12M in transactions.



Institutional ownership data for NYSEARCA:FELG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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