Fidelity Enh LRG Cap Cor ETFFELCETF

13F holders, Q1 2025 (March 31)
157holders +16
27new positions
10sold out
3famous investors
$31.19avg. 13F price*

At the end of Q1 2025, 157 institutions reported holding Fidelity Enh LRG Cap Cor ETF (FELC) in their 13F filings, up 16 from Q4 2024. 27 opened new positions and 10 sold out. The largest holders were FMR LLC ($1.1B), Commonwealth Equity Services, LLC ($109.1M) and Fragasso Financial Advisors Inc ($82.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions27$182.0M
Exits10$1.2M

All 13F filers, Q4 2024 → Q1 2025: 10,249,929 shares bought and 4,499,573 shares sold, net +5,750,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 157 holders

FMR LLC 0.07% Reduce -8.7% 35,797,907 $1.1B
Commonwealth Equity Services, LLC 0.15% Add +25.2% 3,497,740 $109.1M
Fragasso Financial Advisors Inc 6.13% New 2,649,516 $82.6M
Goldman Sachs Group Inc. 0.01% New 2,339,740 $73.0M
KFG Wealth Management, LLC 11.55% Add +9.9% 2,037,063 $63.5M
Osaic Holdings, Inc. 0.11% Add +13.8% 1,543,969 $48.2M
HighTower Advisors, LLC 0.05% Add +4506.1% 1,225,583 $38.2M
LPL Financial LLC 0.01% Add +58.3% 1,218,673 $38.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +22.8% 1,071,546 $33.4M
JPMorgan Chase & Co. 0.00% Add +19.1% 714,540 $22.3M
Raymond James Financial Inc. 0.01% Add +29.5% 472,116 $14.7M
Envestnet Asset Management Inc. 0.00% Add +9.1% 415,942 $13.0M
Avantax Advisory Services, Inc. 0.07% Add +25.0% 351,854 $11.0M
Mascoma Wealth Management LLC 2.68% New 344,651 $10.7M
Jane Street Group, LLC 0.02% Add +206.1% 270,660 $8.4M
Kestra Advisory Services, LLC 0.04% Add +24.9% 259,267 $8.1M
Royal Bank of Canada 0.00% Add +28371.0% 256,239 $8.0M
Financial Partners Group, Inc 1.02% Add +20.1% 211,385 $6.6M
Cerity Partners LLC 0.01% Add +932.3% 177,211 $5.5M
MML Investors Services, LLC 0.02% Add +4.8% 156,156 $4.9M
Lincoln Capital Corp. 2.00% Add +18.5% 153,983 $4.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +20.6% 153,074 $4.8M
Able Wealth Management LLC 2.80% Reduce -1.7% 151,252 $4.7M
Williams & Novak, LLC 4.55% Add +19.3% 148,549 $4.7M
KPP Advisory Services LLC 0.69% Add +13.0% 117,266 $3.7M
Stifel Financial Corp. 0.00% Add +10.4% 109,032 $3.4M
Citadel Advisors 0.00% New 103,407 $3.2M
Flagship Wealth Advisors, LLC 1.11% New 84,485 $2.6M
Rooted Wealth Advisors, Inc. 1.05% Add +8.0% 86,483 $2.4M
Susquehanna International Group, LLP 0.00% New 72,154 $2.3M
Focus Partners Wealth 0.01% Add +0.8% 68,729 $2.1M
Silverlake Wealth Management LLC 0.82% Add +14.7% 68,479 $2.1M
Rollins Financial Advisors, LLC 0.37% Reduce -1.1% 68,089 $2.1M
Equitable Holdings, Inc. 0.02% Add +639.1% 62,584 $2.0M
Bank of America Corp. 0.00% Add +206726.7% 62,048 $1.9M
D.A. Davidson & Co. 0.01% Add +352.8% 55,691 $1.7M
AAF Wealth Management, LLC 0.91% Reduce -25.1% 53,918 $1.7M
Sax Wealth Advisors, LLC 0.12% Add +22.4% 53,255 $1.7M
Canvas Wealth Advisors, LLC 0.41% Add +99.7% 53,796 $1.6M
Truist Financial Corp. 0.00% New 49,209 $1.5M
Salus Financial Advisors, LLC 1.08% Reduce -94.8% 45,954 $1.4M
Cetera Investment Advisers 0.00% Add +281.0% 45,578 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% Add +48.6% 39,772 $1.2M
HRT Financial LP 0.01% New 36,631 $1.1M
Mather Group, Llc. 0.01% Reduce -0.1% 35,750 $1.1M
Tower Research Capital LLC (TRC) 0.03% New 34,951 $1.1M
Broadview Financial Management, LLC 0.78% Reduce -0.5% 33,604 $1.0M
Certified Advisory Corp 0.12% Add +0.2% 32,576 $1.0M
New England Private Wealth Advisors LLC 0.15% Add +3.3% 31,252 $975K
Private Advisor Group, LLC 0.01% Add +9.2% 30,835 $962K
Flagship Harbor Advisors, LLC 0.05% Add +59.1% 28,308 $883K
Signal Advisors Wealth, LLC 0.08% Add +28.9% 27,213 $849K
Maripau Wealth Management LLC 0.48% Add +27.8% 26,996 $842K
Morgan Stanley 0.00% Add +7.7% 24,445 $762K
Apex Wealth Management, LLC 0.66% Reduce -6.9% 23,407 $730K
Harbour Investments, Inc. 0.02% Add +15.5% 23,136 $722K
Mayfair Advisory Group, LLC 0.40% Add +58.1% 22,163 $691K
Mission Financial Group, LLC 0.63% — 18,858 $684K
Strategic Blueprint, LLC 0.04% Add +4.0% 21,034 $656K
IFG Advisory, LLC 0.04% Add +85.1% 20,771 $648K
BridgePort Financial Solutions, LLC 0.28% Reduce -7.0% 20,003 $624K
Advisory Services Network, LLC 0.01% Reduce -37.0% 19,886 $620K
Renaissance Technologies 0.00% Reduce -86.3% 19,600 $611K
Mercer Global Advisors Inc. 0.00% Add +60.2% 19,377 $596K
Geneva Partners, LLC 0.30% Add +85.1% 18,662 $582K
Lido Advisors, LLC 0.00% Add +2.8% 18,479 $576K
Lighthouse Financial LLC 0.50% No change 18,390 $574K
Mariner, LLC 0.00% Add +4.8% 18,053 $563K
Creative Planning 0.00% Reduce -6.8% 17,231 $537K
Wealth Enhancement Advisory Services, LLC 0.00% Add +17.4% 17,162 $535K
Valeo Financial Advisors, LLC 0.01% Add +4.5% 17,133 $534K
J.W. Cole Advisors, Inc. 0.02% New 16,979 $530K
ABLE Financial Group, LLC 0.15% No change 16,975 $529K
Modera Wealth Management, LLC 0.01% New 16,614 $518K
Capital Analysts, LLC 0.02% Add +944.1% 15,985 $498K
Kingsview Wealth Management, LLC 0.01% Add +1.1% 15,171 $473K
Qube Research & Technologies Ltd 0.00% Add +4.7% 13,662 $426K
NCM Capital Management, LLC 0.19% Add +0.3% 13,325 $416K
Element Wealth, LLC 0.21% Add +127.7% 12,378 $386K
Peak Retirement Planning, Inc. 0.21% Add +0.3% 12,125 $378K
Prosperity Wealth Management, Inc. 0.18% Add +26.8% 11,940 $372K
Hudock, Inc. 0.06% No change 11,860 $370K
Madison Wealth Partners, Inc 0.09% Add +1.0% 11,501 $359K
Regal Investment Advisors LLC 0.03% Add +2.5% 11,320 $353K
Orion Porfolio Solutions, LLC 0.00% New 11,150 $348K
Orion Portfolio Solutions, LLC 0.00% New 11,150 $348K
Northstar Financial Companies, Inc. 0.36% Reduce -39.3% 10,672 $333K
Captrust Financial Advisors 0.00% Add +38.9% 10,488 $327K
Betterment LLC 0.00% New 10,495 $327K
Advisory Alpha, LLC 0.01% Reduce -67.3% 10,313 $322K
Choreo, LLC 0.00% Add +0.2% 9,991 $312K
Florida Financial Advisors, LLC 0.12% New 9,814 $306K
Concurrent Investment Advisors, LLC 0.01% New 9,578 $299K
Savant Capital, LLC 0.00% No change 9,573 $299K
Old Mission Capital LLC 0.01% New 9,481 $296K
Snowden Capital Advisors LLC 0.01% No change 9,355 $292K
WealthCare Investment Partners, LLC 0.12% No change 10,039 $288K
Financial Perspectives, Inc 0.10% Add +11.1% 9,009 $281K
Cwm, LLC 0.00% Add +2748.3% 8,602 $268K
Pinnacle Associates Ltd. 0.00% Add +13.6% 8,499 $265K

"% 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.

Show all 157 holders