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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$43.16 +0.34 (+0.78%)
As of 02:26 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$45.45M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$53.90M
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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
9/2/2026 Citadel Advisors LLC25,914$1.04M0.0%N/A0.033%
8/27/2026 Corient Private Wealth LP6,211$249K0.0%N/A0.008%
8/23/2026 Ameritas Advisory Services LLC10,708$429K0.0%N/A0.014%
7/16/2026 Processus Wealth & Capital Management LLC73,794$2.96M1.0%-4.7%0.095%
7/10/2026 Processus Wealth & Capital Management LLC73,794$2.96M1.7%-4.7%0.094%
7/10/2026 JFS Wealth Advisors LLC24,024$963K0.0%+238.6%0.031%
7/10/2026 Warner Financial Inc.15,273$612K0.2%+69.4%0.020%
7/9/2026 Centurion Wealth Management LLC10,743$431K0.1%+47.4%0.014%
7/9/2026 Breakwater Capital Group5,459$219K0.0%N/A0.007%
7/7/2026 CoreCap Advisors LLC4,581$184K0.0%+27.6%0.006%
7/1/2026 Roxbury Financial LLC11,275$452K0.4%+2.5%0.015%
6/3/2026 NewEdge Advisors LLC42,261$1.48M0.0%-8.5%0.055%
5/19/2026 NewEdge Advisors LLC14,225$497K0.0%-69.2%0.019%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada84,373$2.95M0.0%-54.2%0.110%
5/14/2026 Lido Advisors LLC12,813$447K0.0%+9.9%0.017%
5/13/2026 Cetera Investment Advisers246,013$8.59M0.0%+5.9%0.321%
5/13/2026 Wealthspire Retirement LLC22,247$777K0.0%-1.6%0.029%
4/30/2026 North Capital Inc.8,850$302K0.3%N/A0.012%
4/30/2026 Kestra Advisory Services LLC139,037$4.85M0.0%-32.7%0.181%
4/28/2026 WBH Advisory Inc.17,141$601K0.0%-8.5%0.022%
4/27/2026 Private Advisor Group LLC10,209$356K0.0%+6.4%0.013%
4/24/2026 Essex Financial Services Inc.46,275$1.62M0.1%-2.5%0.060%
4/24/2026 James 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%
4/17/2026 Clark Asset Management LLC6,153$215K0.0%N/A0.008%
3/4/2026 SHP Wealth Management1,537$53K0.0%N/A0.002%
2/20/2026Sunbelt Securities Inc.48,631$1.69M0.1%-2.6%0.065%
2/19/2026 Evansbrook LLC14,541$504K0.3%N/A0.019%
2/18/2026 Mercer Global Advisors Inc. ADV20,083$696K0.0%+24.1%0.027%
2/18/2026 Wealthspire Retirement LLC22,599$783K0.0%+11.0%0.030%
2/18/2026 NewEdge Advisors LLC46,201$1.60M0.0%+32.7%0.062%
2/18/2026 IHT Wealth Management LLC41,990$1.46M0.0%N/A0.056%
2/18/2026 Align Financial LLC69,944$2.42M0.0%N/A0.093%
2/17/2026 Cetera Investment Advisers232,327$8.05M0.0%+14.5%0.310%
2/17/2026 Regal Investment Advisors LLC7,261$252K0.0%N/A0.010%
2/17/2026 Osaic Holdings Inc.479,800$16.64M0.0%-14.4%0.641%
2/17/2026 Royal Bank of Canada184,397$6.39M0.0%+114.4%0.246%
2/16/2026 MML Investors Services LLC11,665$404K0.0%+24.6%0.016%
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2/16/2026 Mariner LLC31,177$1.08M0.0%+230.1%0.042%
2/16/2026 Clarity Asset Management Inc.18,103$627K0.3%+3.0%0.024%
2/13/2026 Kestra Advisory Services LLC206,524$7.16M0.0%+2.0%0.276%
2/13/2026 Integrated Wealth Concepts LLC8,484$294K0.0%+12.3%0.011%
2/13/2026 Alchemi Wealth LLC16,735$580K0.3%N/A0.022%
2/13/2026 Wells Fargo & Company MN16,690$578K0.0%+210.5%0.022%
2/12/2026 Commonwealth Equity Services LLC1,814,387$62.89M0.1%+0.5%2.422%
2/12/2026 Great Lakes Retirement Inc.9,659$335K0.0%N/A0.013%
2/12/2026 Advisory Resource Group207,393$7.19M1.3%+7.2%0.277%
2/11/2026 Cerity Partners LLC11,813$409K0.0%N/A0.016%
2/11/2026 LPL Financial LLC582,791$20.20M0.0%+33.3%0.778%
2/11/2026 J.W. Cole Advisors Inc.141,318$4.82M0.1%-5.7%0.189%
2/11/2026 Sittner & Nelson LLC7,595$278K0.1%-20.8%0.010%
2/10/2026 Lido Advisors LLC11,662$395K0.0%+45.0%0.016%
2/10/2026 Peapack Gladstone Financial Corp20,952$726K0.0%-3.6%0.028%
2/10/2026 Essex Financial Services Inc.47,459$1.65M0.1%-1.3%0.063%
2/10/2026 Northwestern Mutual Wealth Management Co.14,688$509K0.0%+29.9%0.020%
2/9/2026 Harbour Investments Inc.18,912$655K0.0%+11.9%0.025%
2/9/2026 Pathfinder Wealth Consulting Inc.110,816$3.84M2.4%N/A0.148%
2/6/2026 Larson Financial Group LLC9,347$324K0.0%-42.4%0.012%
2/6/2026 HighTower Advisors LLC6,889$239K0.0%N/A0.009%
2/4/2026 Summit Wealth Group LLC Co.31,351$1.09M0.1%N/A0.042%
2/4/2026 Valeo Financial Advisors LLC5,819$202K0.0%-11.2%0.008%
2/3/2026 Sowa Financial Group Inc.648,068$22.46M11.7%+3.5%0.877%
2/3/2026 Foronjy Financial LLC8,491$294K0.1%+9.7%0.011%
2/2/2026 PKS Advisory Services LLC28,343$982K0.2%-16.6%0.038%
1/29/2026 James Investment Research Inc.25,528$885K0.1%+16.0%0.035%
1/29/2026 Dunhill Financial LLC13,680$474K0.1%+2.3%0.019%
1/28/2026 Investmark Advisory Group LLC86,704$3.01M1.3%+8.0%0.118%
1/27/2026 Vestia Personal Wealth Advisors34,146$1.22M0.6%+1.5%0.046%
1/26/2026CWM LLC4,957$172K0.0%+558.3%0.007%
1/23/2026 Farther Finance Advisors LLC4,576$159K0.0%+118.0%0.006%
1/23/2026 Assetmark Inc.1,482$51K0.0%+178.6%0.002%
1/21/2026 Winthrop Advisory Group LLC6,306$219K0.0%N/A0.009%
1/21/2026 Warner Financial Inc.7,579$263K0.1%N/A0.010%
1/21/2026 Flagship Harbor Advisors LLC2,825$98K0.0%N/A0.004%
1/21/2026Leo Wealth LLC7,852$272K0.0%N/A0.011%
1/20/2026 Savvy Advisors Inc.8,327$289K0.0%N/A0.011%
1/20/2026 Stratos Wealth Partners LTD.84,017$2.91M0.0%-40.6%0.115%
1/16/2026 Marino Stram & Associates LLC6,183$214K0.0%-7.9%0.008%
1/15/2026 Independence Financial Advisors LLC949,124$32.90M9.0%+3.6%1.295%
1/14/2026 Centurion Wealth Management LLC7,453$258K0.1%N/A0.010%
1/14/2026 Weil Company Inc.243,808$8.45M1.9%-3.8%0.333%
1/13/2026 CoreCap Advisors LLC2,301$80K0.0%+430.2%0.003%
1/8/2026 Wealth Enhancement Advisory Services LLC11,801$420K0.0%+31.3%0.016%
1/7/2026 Processus Wealth & Capital Management LLC79,229$2.75M1.8%+2.6%0.108%
1/5/2026 Holos Integrated Wealth LLC875$31K0.0%N/A0.001%
11/24/2025CIBC Private Wealth Group LLC6,734$226K0.0%-27.3%0.009%
11/21/2025 CIBC Bancorp USA Inc.6,734$226K0.0%N/A0.009%
11/19/2025Sunbelt Securities Inc.49,954$1.68M0.1%+4.3%0.069%
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11/17/2025 NewEdge Advisors LLC34,825$1.17M0.0%-21.8%0.048%
11/17/2025 Susquehanna International Group LLP9,353$314K0.0%-13.7%0.013%
11/17/2025 Northwestern Mutual Wealth Management Co.11,306$379K0.0%+6.7%0.016%
11/17/2025 Mariner LLC9,445$317K0.0%+22.9%0.013%
11/17/2025 Mercer Global Advisors Inc. ADV16,177$542K0.0%+3.4%0.022%
11/17/2025 Larson Financial Group LLC16,216$544K0.0%-10.9%0.022%
11/17/2025 Focus Partners Wealth9,826$329K0.0%N/A0.014%
11/17/2025 Citadel Advisors LLC38,316$1.29M0.0%-46.5%0.053%
11/17/2025 Bank of America Corp DE9,066$304K0.0%+271.9%0.012%
11/14/2025 Creative Planning26,060$874K0.0%+52.9%0.036%


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 ($849.64K), 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 1,312,184 shares in the last 24 months. This purchase volume represents approximately $45.45M in transactions.

Of the 26 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. ($118.67K), Royal Bank of Canada ($100.02K), Kestra Advisory Services LLC ($67.49K), NewEdge Advisors LLC ($45.62K), and Citadel Advisors LLC ($33.33K).

Institutional investors have sold a total of 1,606,253 shares in the last 24 months. This volume of shares sold represents approximately $53.90M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FELV 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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