Fidelity Enh LRG Cap Cor ETFFELCETF

13F holders, Q4 2024 (December 31)
141holders +30
29new positions
8sold out
2famous investors
$32.93avg. 13F price*

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

0100200300 Q1 2024: 78Q1 2024Q2 2024: 95Q2 2024Q3 2024: 111Q3 2024Q4 2024: 141Q4 2024Q1 2025: 157Q1 2025Q2 2025: 174Q2 2025Q3 2025: 193Q3 2025Q4 2025: 224Q4 2025Q1 2026: 238Q1 2026Q2 2026: 265Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions29$18.0M
Exits8$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.