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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$42.43 -0.03 (-0.07%)
Closing price 04:10 PM Eastern
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$42.42 -0.01 (-0.01%)
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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)
77
Total
Institutional Inflows
(last 12 months)
$47.61M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$45.08M
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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
10/9/2026Breakwater Capital Group7,475$309K0.0%+36.9%0.009%
10/8/2026Independence Financial Advisors LLC700,113$28.96M7.3%+4.3%0.850%
10/8/2026CoreCap Advisors LLC9,183$380K0.0%+100.5%0.011%
9/23/2026Envestnet Asset Management Inc.93,705$3.76M0.0%+28.0%0.116%
9/9/2026Sequoia Financial Advisors LLC5,638$226K0.0%N/A0.007%
9/9/2026NewEdge Advisors LLC52,263$2.10M0.0%+23.7%0.066%
9/8/2026Waverly Advisors LLC9,446$379K0.0%+2.7%0.012%
9/2/2026Citadel Advisors LLC25,914$1.04M0.0%N/A0.033%
8/27/2026Corient Private Wealth LP6,211$249K0.0%N/A0.008%
8/23/2026Ameritas Advisory Services LLC10,708$429K0.0%N/A0.014%
7/16/2026Processus Wealth & Capital Management LLC73,794$2.96M1.0%-4.7%0.095%
7/10/2026Processus Wealth & Capital Management LLC73,794$2.96M1.7%-4.7%0.094%
7/10/2026JFS Wealth Advisors LLC24,024$963K0.0%+238.6%0.031%
7/10/2026Warner Financial Inc.15,273$612K0.2%+69.4%0.020%
7/9/2026Centurion Wealth Management LLC10,743$431K0.1%+47.4%0.014%
7/9/2026Breakwater Capital Group5,459$219K0.0%N/A0.007%
7/7/2026CoreCap Advisors LLC4,581$184K0.0%+27.6%0.006%
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%
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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%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%


FELV Institutional Ownership - Frequently Asked Questions

During the previous two years, 125 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 ($28.96M), 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 106 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 ($978.13K), Commonwealth Equity Services LLC ($849.64K), Envestnet Asset Management Inc. ($836.89K), LPL Financial LLC ($330.64K), Stratos Wealth Partners LTD. ($290.59K), and Sowa Financial Group Inc. ($274.26K).

Institutional investors have bought a total of 1,360,847 shares in the last 24 months. This purchase volume represents approximately $47.61M 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), Stratos Wealth Partners LTD. ($118.67K), Royal Bank of Canada ($100.02K), Osaic Holdings Inc. ($80.85K), Kestra Advisory Services LLC ($67.49K), NewEdge Advisors LLC ($45.62K), and Citadel Advisors LLC ($33.33K).

Institutional investors have sold a total of 1,328,698 shares in the last 24 months. This volume of shares sold represents approximately $45.08M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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