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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$40.63 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$103.68M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$57.35M
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FELV Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Roxbury Financial LLC11,275$452K0.4%+2.5%0.015%
6/3/2026NewEdge Advisors LLC42,261$1.48M0.0%-8.5%0.055%
5/19/2026NewEdge Advisors LLC14,225$497K0.0%-69.2%0.019%
5/19/2026Bank of America Corp DE12,218$427K0.0%+7.8%0.016%
5/18/2026Sunbelt Securities Inc.47,076$1.64M0.1%-3.2%0.061%
5/18/2026Royal Bank of Canada84,373$2.95M0.0%-54.2%0.110%
5/14/2026Lido Advisors LLC12,813$447K0.0%+9.9%0.017%
5/13/2026Cetera Investment Advisers246,013$8.59M0.0%+5.9%0.321%
5/13/2026Wealthspire Retirement LLC22,247$777K0.0%-1.6%0.029%
4/30/2026North Capital Inc.8,850$302K0.3%N/A0.012%
4/30/2026Kestra Advisory Services LLC139,037$4.85M0.0%-32.7%0.181%
4/28/2026WBH Advisory Inc.17,141$601K0.0%-8.5%0.022%
4/27/2026Private Advisor Group LLC10,209$356K0.0%+6.4%0.013%
4/24/2026Essex Financial Services Inc.46,275$1.62M0.1%-2.5%0.060%
4/24/2026James Investment Research Inc.28,993$1.01M0.1%+13.6%0.038%
4/17/2026 Roxbury Financial LLC11,004$384K0.3%+13.0%0.014%
4/17/2026Clark Asset Management LLC6,153$215K0.0%N/A0.008%
3/4/2026SHP Wealth Management1,537$53K0.0%N/A0.002%
2/20/2026Sunbelt Securities Inc.48,631$1.69M0.1%-2.6%0.065%
2/19/2026Evansbrook LLC14,541$504K0.3%N/A0.019%
2/18/2026Mercer Global Advisors Inc. ADV20,083$696K0.0%+24.1%0.027%
2/18/2026Wealthspire Retirement LLC22,599$783K0.0%+11.0%0.030%
2/18/2026NewEdge Advisors LLC46,201$1.60M0.0%+32.7%0.062%
2/18/2026IHT Wealth Management LLC41,990$1.46M0.0%N/A0.056%
2/18/2026Align Financial LLC69,944$2.42M0.0%N/A0.093%
2/17/2026Cetera Investment Advisers232,327$8.05M0.0%+14.5%0.310%
2/17/2026Regal Investment Advisors LLC7,261$252K0.0%N/A0.010%
2/17/2026Osaic Holdings Inc.479,800$16.64M0.0%-14.4%0.641%
2/17/2026Royal Bank of Canada184,397$6.39M0.0%+114.4%0.246%
2/16/2026MML Investors Services LLC11,665$404K0.0%+24.6%0.016%
2/16/2026Mariner LLC31,177$1.08M0.0%+230.1%0.042%
2/16/2026Clarity Asset Management Inc.18,103$627K0.3%+3.0%0.024%
2/13/2026Kestra Advisory Services LLC206,524$7.16M0.0%+2.0%0.276%
2/13/2026Integrated Wealth Concepts LLC8,484$294K0.0%+12.3%0.011%
2/13/2026Alchemi Wealth LLC16,735$580K0.3%N/A0.022%
2/13/2026Wells Fargo & Company MN16,690$578K0.0%+210.5%0.022%
2/12/2026Commonwealth Equity Services LLC1,814,387$62.89M0.1%+0.5%2.422%
2/12/2026Great Lakes Retirement Inc.9,659$335K0.0%N/A0.013%
2/12/2026Advisory Resource Group207,393$7.19M1.3%+7.2%0.277%
2/11/2026Cerity Partners LLC11,813$409K0.0%N/A0.016%
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2/11/2026LPL Financial LLC582,791$20.20M0.0%+33.3%0.778%
2/11/2026J.W. Cole Advisors Inc.141,318$4.82M0.1%-5.7%0.189%
2/11/2026Sittner & Nelson LLC7,595$278K0.1%-20.8%0.010%
2/10/2026Lido Advisors LLC11,662$395K0.0%+45.0%0.016%
2/10/2026Peapack Gladstone Financial Corp20,952$726K0.0%-3.6%0.028%
2/10/2026Essex Financial Services Inc.47,459$1.65M0.1%-1.3%0.063%
2/10/2026Northwestern Mutual Wealth Management Co.14,688$509K0.0%+29.9%0.020%
2/9/2026Harbour Investments Inc.18,912$655K0.0%+11.9%0.025%
2/9/2026Pathfinder Wealth Consulting Inc.110,816$3.84M2.4%N/A0.148%
2/6/2026Larson Financial Group LLC9,347$324K0.0%-42.4%0.012%
2/6/2026HighTower Advisors LLC6,889$239K0.0%N/A0.009%
2/4/2026Summit Wealth Group LLC Co.31,351$1.09M0.1%N/A0.042%
2/4/2026Valeo Financial Advisors LLC5,819$202K0.0%-11.2%0.008%
2/3/2026Sowa Financial Group Inc.648,068$22.46M11.7%+3.5%0.877%
2/3/2026Foronjy Financial LLC8,491$294K0.1%+9.7%0.011%
2/2/2026PKS Advisory Services LLC28,343$982K0.2%-16.6%0.038%
1/29/2026James Investment Research Inc.25,528$885K0.1%+16.0%0.035%
1/29/2026Dunhill Financial LLC13,680$474K0.1%+2.3%0.019%
1/28/2026Investmark Advisory Group LLC86,704$3.01M1.3%+8.0%0.118%
1/27/2026Vestia Personal Wealth Advisors34,146$1.22M0.6%+1.5%0.046%
1/26/2026CWM LLC4,957$172K0.0%+558.3%0.007%
1/23/2026Farther Finance Advisors LLC4,576$159K0.0%+118.0%0.006%
1/23/2026Assetmark Inc.1,482$51K0.0%+178.6%0.002%
1/21/2026Winthrop Advisory Group LLC6,306$219K0.0%N/A0.009%
1/21/2026Warner Financial Inc.7,579$263K0.1%N/A0.010%
1/21/2026Flagship Harbor Advisors LLC2,825$98K0.0%N/A0.004%
1/21/2026Leo Wealth LLC7,852$272K0.0%N/A0.011%
1/20/2026Savvy Advisors Inc.8,327$289K0.0%N/A0.011%
1/20/2026Stratos Wealth Partners LTD.84,017$2.91M0.0%-40.6%0.115%
1/16/2026Marino Stram & Associates LLC6,183$214K0.0%-7.9%0.008%
1/15/2026Independence Financial Advisors LLC949,124$32.90M9.0%+3.6%1.295%
1/14/2026Centurion Wealth Management LLC7,453$258K0.1%N/A0.010%
1/14/2026Weil Company Inc.243,808$8.45M1.9%-3.8%0.333%
1/13/2026CoreCap Advisors LLC2,301$80K0.0%+430.2%0.003%
1/8/2026Wealth Enhancement Advisory Services LLC11,801$420K0.0%+31.3%0.016%
1/7/2026Processus Wealth & Capital Management LLC79,229$2.75M1.8%+2.6%0.108%
1/5/2026Holos Integrated Wealth LLC875$31K0.0%N/A0.001%
11/24/2025CIBC Private Wealth Group LLC6,734$226K0.0%-27.3%0.009%
11/21/2025CIBC Bancorp USA Inc.6,734$226K0.0%N/A0.009%
11/19/2025Sunbelt Securities Inc.49,954$1.68M0.1%+4.3%0.069%
11/17/2025NewEdge Advisors LLC34,825$1.17M0.0%-21.8%0.048%
11/17/2025Susquehanna International Group LLP9,353$314K0.0%-13.7%0.013%
11/17/2025Northwestern Mutual Wealth Management Co.11,306$379K0.0%+6.7%0.016%
11/17/2025Mariner LLC9,445$317K0.0%+22.9%0.013%
11/17/2025Mercer Global Advisors Inc. ADV16,177$542K0.0%+3.4%0.022%
11/17/2025Larson Financial Group LLC16,216$544K0.0%-10.9%0.022%
11/17/2025Focus Partners Wealth9,826$329K0.0%N/A0.014%
11/17/2025Citadel Advisors LLC38,316$1.29M0.0%-46.5%0.053%
11/17/2025Bank of America Corp DE9,066$304K0.0%+271.9%0.012%
11/14/2025Creative Planning26,060$874K0.0%+52.9%0.036%
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The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

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11/14/2025Raymond James Financial Inc.171,120$5.74M0.0%+35.7%0.235%
11/14/2025WCG Wealth Advisors LLC10,390$348K0.0%N/A0.014%
11/13/2025Private Advisor Group LLC66,307$2.22M0.0%+3.6%0.091%
11/12/2025Aufman Associates Inc6,133$206K0.1%N/A0.008%
11/12/2025Dunhill Financial LLC13,372$448K0.1%N/A0.018%
11/7/2025Wealthcare Advisory Partners LLC10,909$366K0.0%+10.2%0.015%
11/7/2025Founders Financial Alliance LLC732$25K0.0%N/A0.001%
11/6/2025Ameritas Advisory Services LLC6,960$233K0.0%+57.3%0.010%
11/6/2025Stratos Wealth Partners LTD.141,327$4.74M0.1%-30.3%0.194%
11/5/2025Key Financial Inc5,057$170K0.0%+77.7%0.007%


FELV Institutional Ownership - Frequently Asked Questions

During the previous two years, 124 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Value ETF. The most heavily invested institutionals were FMR LLC ($351.48M), Commonwealth Equity Services LLC ($62.89M), Independence Financial Advisors LLC ($32.90M), Sowa Financial Group Inc. ($22.46M), LPL Financial LLC ($20.20M), Osaic Holdings Inc. ($16.64M), and Cetera Investment Advisers ($8.59M).Learn more on Fidelity Enhanced Large Cap Value ETF's institutional investors.

Of the 105 institutional investors that purchased Fidelity Enhanced Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($7.54M), Independence Financial Advisors LLC ($949.12K), Commonwealth Equity Services LLC ($879.18K), Envestnet Asset Management Inc. ($816.42K), Sowa Financial Group Inc. ($648.07K), LPL Financial LLC ($330.64K), and Stratos Wealth Partners LTD. ($290.59K).

Institutional investors have bought a total of 3,165,032 shares in the last 24 months. This purchase volume represents approximately $103.68M in transactions.

Of the 32 institutional investors that sold Fidelity Enhanced Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($823.03K), Osaic Holdings Inc. ($358.40K), Stratos Wealth Partners LTD. ($206.57K), Royal Bank of Canada ($100.02K), Kestra Advisory Services LLC ($67.49K), NewEdge Advisors LLC ($55.49K), and Citadel Advisors LLC ($33.33K).

Institutional investors have sold a total of 1,716,786 shares in the last 24 months. This volume of shares sold represents approximately $57.35M in transactions.


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This page (NYSEARCA:FELV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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