Fidelity Enh LRG Cap Cor ETFFELCETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 141 institutions reported holding Fidelity Enh LRG Cap Cor ETF (FELC) in their 13F filings, up 30 from Q3 2024. 29 opened new positions and 8 sold out. The largest holders were FMR LLC ($1.3B), Commonwealth Equity Services, LLC ($92.0M) and KFG Wealth Management, LLC ($61.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity Enh LRG Cap Cor ETF
- CUSIP
- 316092113
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $18.0M |
| Exits | 8 | $5.8M |
All 13F filers, Q3 2024 → Q4 2024: 15,073,294 shares bought and 416,535 shares sold, net +14,656,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| FMR LLC | 0.08% | Add +37.6% | 39,187,804 | $1.3B |
| Commonwealth Equity Services, LLC | 0.13% | Add +87.8% | 2,794,682 | $92.0M |
| KFG Wealth Management, LLC | 11.41% | Add +29.5% | 1,854,046 | $61.1M |
| Osaic Holdings, Inc. | 0.10% | Add +348.9% | 1,357,074 | $44.7M |
| Salus Financial Advisors, LLC | 22.90% | — | 888,229 | $29.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +8.7% | 872,385 | $28.7M |
| LPL Financial LLC | 0.01% | Add +127.2% | 769,743 | $25.3M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 599,749 | $19.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 381,349 | $12.6M |
| Raymond James Financial Inc. | 0.00% | — | 364,523 | $12.0M |
| Avantax Advisory Services, Inc. | 0.06% | Add +5.5% | 281,565 | $9.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +53.6% | 207,642 | $6.8M |
| Financial Partners Group, Inc | 0.85% | Add +26.9% | 176,024 | $5.8M |
| Able Wealth Management LLC | 3.33% | Add +2.3% | 153,853 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +60.1% | 149,023 | $4.9M |
| Renaissance Technologies | 0.01% | Add +18.3% | 143,000 | $4.7M |
| Lincoln Capital Corp. | 1.76% | New | 129,957 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +89.7% | 126,887 | $4.2M |
| Williams & Novak, LLC | 3.95% | Add +96.8% | 124,557 | $4.1M |
| KPP Advisory Services LLC | 0.81% | Add +3.2% | 103,779 | $3.4M |
| Stifel Financial Corp. | 0.00% | New | 98,725 | $3.3M |
| Jane Street Group, LLC | 0.00% | New | 88,434 | $2.9M |
| Rooted Wealth Advisors, Inc. | 1.04% | Add +15.8% | 80,098 | $2.7M |
| AAF Wealth Management, LLC | 1.20% | Reduce -1.3% | 72,021 | $2.4M |
| Rollins Financial Advisors, LLC | 0.35% | Reduce -0.8% | 68,815 | $2.3M |
| Focus Partners Wealth | 0.01% | Reduce -59.3% | 68,153 | $2.2M |
| Silverlake Wealth Management LLC | 0.76% | Add +60.9% | 59,694 | $2.0M |
| Sax Wealth Advisors, LLC | 0.11% | New | 43,497 | $1.4M |
| Mather Group, Llc. | 0.02% | Reduce -0.0% | 35,793 | $1.2M |
| Broadview Financial Management, LLC | 0.80% | Reduce -5.4% | 33,756 | $1.1M |
| Certified Advisory Corp | 0.12% | Reduce -0.8% | 32,501 | $1.1M |
| Advisory Services Network, LLC | 0.02% | New | 31,560 | $1.0M |
| Advisory Alpha, LLC | 0.04% | Add +34.1% | 31,535 | $1.0M |
| New England Private Wealth Advisors LLC | 0.16% | Add +1.8% | 30,260 | $996K |
| Private Advisor Group, LLC | 0.01% | Add +6.0% | 28,239 | $930K |
| Canvas Wealth Advisors, LLC | 0.22% | New | 26,937 | $887K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +12.5% | 26,764 | $881K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.8% | 26,608 | $876K |
| Apex Wealth Management, LLC | 0.71% | — | 25,130 | $828K |
| Morgan Stanley | 0.00% | Add +26.4% | 22,695 | $747K |
| Parallel Advisors, LLC | 0.02% | Add +0.3% | 22,127 | $729K |
| Leo Wealth, LLC | 0.07% | Reduce -15.2% | 22,091 | $727K |
| BridgePort Financial Solutions, LLC | 0.32% | — | 21,503 | $703K |
| Maripau Wealth Management LLC | 0.41% | Add +1.5% | 21,118 | $695K |
| Signal Advisors Wealth, LLC | 0.08% | Add +1.5% | 21,118 | $695K |
| Strategic Blueprint, LLC | 0.04% | Add +35.9% | 20,235 | $666K |
| Harbour Investments, Inc. | 0.02% | Add +36.1% | 20,038 | $660K |
| Creative Planning | 0.00% | Add +40.9% | 18,495 | $609K |
| Lighthouse Financial LLC | 0.49% | — | 18,390 | $606K |
| Lido Advisors, LLC | 0.00% | Add +26.2% | 17,977 | $592K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 17,793 | $586K |
| Northstar Financial Companies, Inc. | 0.55% | — | 17,587 | $579K |
| Mariner, LLC | 0.00% | Add +6.3% | 17,220 | $567K |
| Cerity Partners LLC | 0.00% | Add +11.6% | 17,167 | $565K |
| ABLE Financial Group, LLC | 0.17% | No change | 16,975 | $559K |
| Valeo Financial Advisors, LLC | 0.02% | Add +1.2% | 16,388 | $540K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.2% | 15,010 | $494K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.9% | 14,613 | $481K |
| Mayfair Advisory Group, LLC | 0.27% | Add +40.1% | 14,017 | $462K |
| NCM Capital Management, LLC | 0.20% | Add +0.3% | 13,286 | $438K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -82.6% | 13,054 | $430K |
| D.A. Davidson & Co. | 0.00% | Add +53.7% | 12,299 | $405K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.7% | 12,096 | $398K |
| Peak Retirement Planning, Inc. | 0.27% | — | 12,091 | $398K |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 11,963 | $394K |
| Hudock, Inc. | 0.07% | No change | 11,860 | $391K |
| Madison Wealth Partners, Inc | 0.10% | New | 11,390 | $375K |
| IFG Advisory, LLC | 0.02% | New | 11,221 | $370K |
| Regal Investment Advisors LLC | 0.03% | Add +9.1% | 11,046 | $364K |
| Geneva Partners, LLC | 0.13% | New | 10,084 | $332K |
| Choreo, LLC | 0.00% | Add +6.6% | 9,969 | $330K |
| WealthCare Investment Partners, LLC | 0.14% | No change | 10,039 | $330K |
| Savant Capital, LLC | 0.00% | New | 9,573 | $315K |
| Prosperity Wealth Management, Inc. | 0.13% | Add +4.6% | 9,416 | $310K |
| Snowden Capital Advisors LLC | 0.01% | No change | 9,355 | $308K |
| Spire Wealth Management | 0.01% | New | 9,189 | $303K |
| TBH Global Asset Management, LLC | 0.07% | Reduce -89.0% | 6,628 | $295K |
| Two Sigma Securities, LLC | 0.05% | New | 8,879 | $292K |
| Equitable Holdings, Inc. | 0.00% | New | 8,468 | $279K |
| Financial Perspectives, Inc | 0.09% | Add +10.3% | 8,107 | $267K |
| TD Capital Management LLC | 0.03% | Add +0.3% | 7,644 | $252K |
| Captrust Financial Advisors | 0.00% | New | 7,552 | $249K |
| Pinnacle Associates Ltd. | 0.00% | New | 7,485 | $246K |
| Investment Advisory Group, LLC | 0.08% | No change | 7,025 | $231K |
| HBW Advisory Services LLC | 0.02% | Add +1.0% | 6,870 | $226K |
| King Wealth Management Group | 0.03% | Add +0.2% | 6,757 | $223K |
| Fisher Asset Management | 0.00% | New | 6,737 | $222K |
| Strategic Wealth Investment Group, LLC | 0.01% | Reduce -16.3% | 6,448 | $212K |
| Fiduciary Group, LLC | 0.02% | Reduce -1.9% | 6,329 | $208K |
| Wealthstar Advisors, LLC | 0.09% | — | 6,178 | $203K |
| Farther Finance Advisors, LLC | 0.01% | No change | 6,132 | $202K |
| EP Wealth Advisors, LLC | 0.00% | Add +13.7% | 6,078 | $200K |
| Element Wealth, LLC | 0.09% | New | 5,436 | $179K |
| Roxbury Financial LLC | 0.17% | — | 5,200 | $176K |
| US Bancorp \de | 0.00% | Add +0.5% | 5,278 | $174K |
| Clarity Asset Management, Inc. | 0.11% | New | 5,245 | $173K |
| Principal Securities, Inc. | 0.00% | Add +37.2% | 4,962 | $163K |
| Wells Fargo & Company | 0.00% | Add +667.9% | 4,646 | $153K |
| Comerica Bank | 0.00% | No change | 4,519 | $149K |
| Kiely Wealth Advisory Group, Inc. | 0.09% | Add +0.3% | 4,035 | $136K |
| Allworth Financial LP | 0.00% | Add +7.0% | 3,963 | $135K |
| Arlington Trust Co LLC | 0.03% | No change | 3,840 | $126K |
| Eastern Bank | 0.00% | Add +0.3% | 3,609 | $119K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 3,429 | $113K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.3% | 3,201 | $105K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 2,847 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.6% | 2,616 | $86K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,489 | $82K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +0.3% | 2,471 | $81K |
| Russell Investments Group, Ltd. | 0.00% | No change | 2,223 | $73K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.3% | 1,904 | $63K |
| UBS Group AG | 0.00% | New | 1,689 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | Add +65.7% | 1,654 | $55K |
| McIlrath & Eck, LLC | 0.01% | Add +0.3% | 1,568 | $52K |
| EPG Wealth Management LLC | 0.01% | Add +0.3% | 1,519 | $50K |
| Capital Analysts, LLC | 0.00% | Reduce -8.3% | 1,531 | $50K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 1,466 | $48K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,224 | $40K |
| Coppell Advisory Solutions LLC | 0.01% | Add +0.3% | 1,171 | $39K |
| Bank of Montreal | 0.00% | No change | 1,121 | $37K |
| Tompkins Financial Corp. | 0.00% | No change | 974 | $32K |
| Royal Bank of Canada | 0.00% | New | 900 | $30K |
| MAI Capital Management | 0.00% | New | 904 | $30K |
| Blue Trust, Inc. | 0.00% | Add +1660.8% | 898 | $30K |
| Dunhill Financial, LLC | 0.01% | No change | 859 | $28K |
| CoreCap Advisors, LLC | 0.00% | Add +0.3% | 855 | $28K |
| Jones Financial Companies LLLP | 0.00% | Add +278.5% | 810 | $27K |
| Global Retirement Partners, LLC | 0.00% | Add +2.6% | 783 | $26K |
| AE Wealth Management LLC | 0.00% | New | 626 | $21K |
| Ameriflex Group, Inc. | 0.01% | — | 343 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 310 | $10K |
| Cwm, LLC | 0.00% | Reduce -89.3% | 302 | $10K |
| Assetmark, Inc. | 0.00% | New | 256 | $8K |
| Concord Wealth Partners | 0.00% | Add +0.4% | 252 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 206 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 187 | $6K |
| Global Wealth Strategies & Associates | 0.00% | No change | 147 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 114 | $4K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 99 | $3K |
| Bank of America Corp. | 0.00% | New | 30 | $988 |
| Golden State Wealth Management, LLC | 0.00% | — | 23 | $757 |
"% of holder's portfolio" is FELC's weight in each manager's 13F, not the share of Fidelity Enh LRG Cap Cor ETF the manager owns.