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Fidelity Enhanced Large Cap Growth ETF (FELG) Institutional Ownership

Fidelity Enhanced Large Cap Growth ETF logo
$45.64 -0.02 (-0.03%)
As of 03:45 PM 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)
139
Total
Institutional Inflows
(last 12 months)
$770.69M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$71.08M
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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
10/13/2026McGlone Suttner Wealth Management Inc.313,807$14.15M1.6%+3.6%0.245%
10/8/2026Independence Financial Advisors LLC1,399,471$63.10M15.9%+4.4%1.091%
10/8/2026Farther Finance Advisors LLC201,297$9.08M0.1%+60.9%0.157%
10/8/2026CoreCap Advisors LLC3,581$161K0.0%+15.0%0.003%
10/7/2026Elm3 Financial Group LLC17,286$779K0.5%-11.7%0.013%
9/23/2026Envestnet Asset Management Inc.6,563,708$287.16M0.0%-4.2%5.100%
9/9/2026Sequoia Financial Advisors LLC13,781$603K0.0%+2.1%0.011%
9/9/2026Integrated Wealth Concepts LLC170,962$7.48M0.0%-1.7%0.133%
9/9/2026NewEdge Advisors LLC75,944$3.32M0.0%+7.9%0.059%
9/9/2026Beacon Investment Advisory Services Inc.9,763$427K0.0%-2.6%0.008%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group329,684$14.46M1.5%-14.0%0.256%
9/2/2026Citadel Advisors LLC83,625$3.66M0.0%N/A0.065%
8/27/2026Corient Private Wealth LP6,400$280K0.0%+10.4%0.005%
8/23/2026Ameritas Advisory Services LLC5,323$233K0.0%N/A0.004%
8/23/2026Wedmont Private Capital13,616$602K0.0%N/A0.011%
8/23/2026Widmann Financial Services Inc.6,898$302K0.2%N/A0.005%
8/23/2026HB Wealth Management LLC5,231$229K0.0%N/A0.004%
8/22/2026Tenet Wealth Partners LLC7,399$311K0.2%N/A0.006%
8/21/2026InTrack Investment Management Inc38,406$1.68M0.8%-6.3%0.030%
7/10/2026Warner Financial Inc.38,802$1.70M0.5%+355.9%0.030%
7/9/2026Focus Financial Network Inc.8,601$376K0.0%+18.6%0.007%
7/8/2026Beacon Investment Advisory Services Inc.9,763$427K0.0%-2.6%0.008%
7/8/2026Elevation Wealth Partners LLC3,504$153K0.0%N/A0.003%
7/7/2026Baron Wealth Management LLC57,851$2.53M0.7%+38.0%0.045%
7/6/2026RDA 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%
6/1/2026Financial 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%
5/26/2026Summit 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%
5/14/2026CLG 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%
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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%
5/1/2026Sequoia 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%
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%
4/23/2026Mayflower Financial Advisors LLC6,499$244K0.0%N/A0.005%
4/23/2026Pasadena Private Wealth LLC5,645$212K0.0%-46.3%0.005%
4/23/2026Formidable 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%
4/16/2026Baron 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%
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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%


FELG Institutional Ownership - Frequently Asked Questions

During the previous two years, 214 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), Envestnet Asset Management Inc. ($287.16M), MML Investors Services LLC ($264.53M), Commonwealth Equity Services LLC ($172.71M), LPL Financial LLC ($115.40M), Independence Financial Advisors LLC ($63.10M), and Kestra Advisory Services LLC ($56.87M).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 ($1.43M), Proficio Capital Partners LLC ($1.24M), and Envestnet Asset Management Inc. ($1.01M).

Institutional investors have bought a total of 18,839,855 shares in the last 24 months. This purchase volume represents approximately $770.69M in transactions.

Of the 52 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), Envestnet Asset Management Inc. ($285.12K), Independence Financial Advisors LLC ($55.59K), MLG Wealth Management DBA Pine Grove Financial Group ($53.87K), Spectrum Investment Advisors Inc. ($43.65K), and Financial Partners Group Inc ($37.30K).

Institutional investors have sold a total of 1,712,168 shares in the last 24 months. This volume of shares sold represents approximately $71.08M in transactions.


Related Companies

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 10/13/2026. New 13F filings are added each quarter as they're published.
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