Go Pro
→ Wall Street is staring at the wrong AI trade (From The Oxford Club) (Ad)tc pixel Free FELV Stock Alerts

Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$43.07 0.00 (0.00%)
As of 12:17 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$43.73M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$53.99M
Get FELV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Enhanced Large Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FELV Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026Bank 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%
5/14/2026 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%
2/18/2026IHT 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%
2/17/2026Regal 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%
2/16/2026 MML Investors Services LLC11,665$404K0.0%+24.6%0.016%
2/16/2026Mariner 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%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%
2/13/2026Wells 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%
2/11/2026Cerity 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%
2/10/2026Peapack 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%
2/6/2026Larson 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%
11/21/2025CIBC Bancorp USA Inc.6,734$226K0.0%N/A0.009%
11/19/2025Sunbelt Securities Inc.49,954$1.68M0.1%+4.3%0.069%
11/17/2025 NewEdge Advisors LLC34,825$1.17M0.0%-21.8%0.048%
11/17/2025Susquehanna International Group LLP9,353$314K0.0%-13.7%0.013%
11/17/2025 Northwestern Mutual Wealth Management Co.11,306$379K0.0%+6.7%0.016%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
11/17/2025Mariner LLC9,445$317K0.0%+22.9%0.013%
11/17/2025 Mercer Global Advisors Inc. ADV16,177$542K0.0%+3.4%0.022%
11/17/2025Larson Financial Group LLC16,216$544K0.0%-10.9%0.022%
11/17/2025 Focus 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%
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%
11/13/2025 Private Advisor Group LLC66,307$2.22M0.0%+3.6%0.091%


FELV Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 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 104 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 1,269,351 shares in the last 24 months. This purchase volume represents approximately $43.73M in transactions.

Of the 28 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 1,609,045 shares in the last 24 months. This volume of shares sold represents approximately $53.99M 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 7/16/2026. New 13F filings are added each quarter as they're published.
From Our Partners
BSEM Is Officially on Nasdaq... The Next Chapter Begins!
BioStem Technologies (NASDAQ: BSEM) debuted on Nasdaq August 7th, marking its move from OTC markets into a new...
Huge Alerts | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel