Fidelity Enh LRG Cap Cor ETFFELCETF

13F holders, Q4 2025 (December 31)
224holders +31
41new positions
18sold out
2famous investors
$38.17avg. 13F price*

At the end of Q4 2025, 224 institutions reported holding Fidelity Enh LRG Cap Cor ETF (FELC) in their 13F filings, up 31 from Q3 2025. 41 opened new positions and 18 sold out. The largest holders were FMR LLC ($1.8B), Fragasso Financial Advisors Inc ($137.7M) and Commonwealth Equity Services, LLC ($127.1M). 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions41$32.0M
Exits18$7.6M

All 13F filers, Q3 2025 → Q4 2025: 14,450,072 shares bought and 804,085 shares sold, net +13,645,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

FMR LLC 0.09% Add +21.8% 47,246,202 $1.8B
Fragasso Financial Advisors Inc 8.34% Add +4.6% 3,606,912 $137.7M
Commonwealth Equity Services, LLC 0.17% Add +17.2% 3,329,851 $127.1M
KFG Wealth Management, LLC 13.84% Add +8.8% 2,710,665 $103.5M
LPL Financial LLC 0.03% Add +12.8% 2,653,482 $101.3M
EdgeRock Capital LLC 19.98% Add +1.4% 1,966,767 $75.1M
HighTower Advisors, LLC 0.07% Add +12.6% 1,709,182 $65.2M
SHP Wealth Management 4.53% — 1,525,842 $58.2M
Cwm, LLC 0.14% Add +332.8% 1,396,617 $53.3M
Osaic Holdings, Inc. 0.07% Reduce -4.2% 1,300,235 $49.6M
NewEdge Advisors, LLC 0.16% Add +34.5% 1,144,814 $43.7M
Northwestern Mutual Wealth Management Co. 0.03% Add +45.9% 1,131,143 $43.2M
Two Sigma Investments, LP 0.07% Add +17.4% 1,114,000 $42.5M
Kestra Advisory Services, LLC 0.14% Add +5.5% 882,121 $33.7M
Raymond James Financial Inc. 0.01% Add +36.4% 779,056 $29.7M
JPMorgan Chase & Co. 0.00% Add +7.5% 717,452 $27.4M
Ameriprise Financial Inc. 0.01% Add +314.1% 622,996 $23.8M
Blake Schutter Theil Wealth Advisors, LLC 15.08% New 480,387 $18.3M
Envestnet Asset Management Inc. 0.01% Add +2.0% 475,986 $18.2M
Mascoma Wealth Management LLC 3.25% Add +2.3% 397,652 $15.2M
Bank of America Corp. 0.00% Add +1905.3% 387,037 $14.8M
Cetera Investment Advisers 0.01% Reduce -22.1% 343,482 $13.1M
Fortress Financial Group, LLC 8.44% Add +5.8% 299,546 $11.4M
Flagship Wealth Advisors, LLC 2.69% Add +19.8% 242,371 $9.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.6% 223,905 $8.7M
Cerity Partners LLC 0.01% Add +0.1% 191,822 $7.3M
Royal Bank of Canada 0.00% Add +50.3% 190,676 $7.3M
Equitable Holdings, Inc. 0.05% Add +6.4% 175,011 $6.7M
Principal Securities, Inc. 0.10% Reduce -7.3% 170,434 $6.5M
Clearwave Capital, LLC 4.66% — 165,269 $6.3M
Williams & Novak, LLC 4.50% Add +1.5% 156,702 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.0% 152,331 $5.8M
Able Wealth Management LLC 1.82% Add +0.9% 150,850 $5.8M
Lincoln Capital Corp. 2.04% Reduce -0.5% 150,818 $5.8M
Stifel Financial Corp. 0.01% Add +36.1% 149,715 $5.7M
Wells Fargo & Company 0.00% Add +70.7% 136,934 $5.2M
MML Investors Services, LLC 0.01% Add +2.0% 113,419 $4.3M
Financial Partners Group, Inc 0.47% Reduce -13.9% 104,971 $4.1M
Sax Wealth Advisors, LLC 0.19% Add +24.2% 105,951 $4.0M
Rooted Wealth Advisors, Inc. 1.13% Add +6.4% 104,541 $4.0M
Morgan Stanley 0.00% Add +126.8% 103,903 $4.0M
Farther Finance Advisors, LLC 0.04% Add +392.1% 89,991 $3.4M
Silverlake Wealth Management LLC 0.69% Add +2.0% 80,399 $3.1M
Susquehanna International Group, LLP 0.00% Add +203.7% 78,917 $3.0M
Investmark Advisory Group LLC 1.22% Add +7.1% 75,252 $2.9M
Keating Financial Advisory Services, Inc. 0.38% — 72,480 $2.8M
Focus Partners Wealth 0.00% Add +1.3% 70,335 $2.7M
Rollins Financial Advisors, LLC 0.37% Add +0.2% 65,994 $2.5M
&partners 0.01% Add +237.8% 65,299 $2.5M
Betterment LLC 0.00% Add +12.3% 58,807 $2.2M
M Holdings Securities, Inc. 0.16% New 57,098 $2.2M
AAF Wealth Management, LLC 0.88% Add +1.9% 54,408 $2.1M
Signal Advisors Wealth, LLC 0.15% Add +6.2% 51,041 $1.9M
Truist Financial Corp. 0.00% Reduce -27.6% 50,573 $1.9M
Maripau Wealth Management LLC 0.88% Add +2.9% 50,485 $1.9M
Private Advisor Group, LLC 0.01% Reduce -3.3% 49,759 $1.9M
D.A. Davidson & Co. 0.01% Reduce -1.4% 48,906 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Add +54.7% 46,941 $1.8M
Creative Planning 0.00% Add +26.0% 44,584 $1.7M
Savvy Advisors, Inc. 0.05% New 42,822 $1.6M
Mariner, LLC 0.00% Add +49.9% 42,808 $1.6M
Jane Street Group, LLC 0.00% Add +101.3% 42,720 $1.6M
KPP Advisory Services LLC 0.23% Add +16.3% 41,177 $1.6M
Element Wealth, LLC 0.62% Add +135.5% 39,487 $1.5M
B. Riley Wealth Advisors, Inc. 0.07% Add +1.4% 39,098 $1.5M
LaSalle St. Investment Advisors, LLC 0.22% New 36,501 $1.4M
IFG Advisory, LLC 0.06% Add +19.6% 36,431 $1.4M
Mather Group, Llc. 0.01% No change 35,771 $1.4M
Mercer Global Advisors Inc. 0.00% Add +77.0% 34,801 $1.3M
Flagship Harbor Advisors, LLC 0.06% Add +12.4% 33,678 $1.3M
New England Private Wealth Advisors LLC 0.15% Add +0.2% 32,381 $1.2M
Certified Advisory Corp 0.11% Reduce -4.3% 31,376 $1.2M
Sowell Financial Services LLC 0.04% Add +34.6% 29,954 $1.1M
Summit Wealth Group LLC / Co. 0.15% New 29,780 $1.1M
Renaissance Technologies 0.00% Reduce -59.4% 28,700 $1.1M
Harbour Investments, Inc. 0.02% Add +12.2% 28,068 $1.1M
Broadview Financial Management, LLC 0.67% Reduce -16.2% 26,147 $998K
Axxcess Wealth Management, LLC 0.02% Add +0.2% 25,923 $989K
Mayfair Advisory Group, LLC 0.35% Add +2.5% 23,848 $912K
Salus Financial Advisors, LLC 0.52% Reduce -0.1% 22,810 $871K
Lido Advisors, LLC 0.00% No change 23,191 $864K
Csenge Advisory Group 0.04% Add +5.8% 21,900 $836K
PCA Investment Advisory Services Inc. 0.27% New 20,223 $772K
Advisory Services Network, LLC 0.01% Add +16.7% 20,094 $767K
Envestnet Portfolio Solutions, Inc. 0.00% New 20,006 $764K
BridgePort Financial Solutions, LLC 0.21% No change 20,003 $764K
Pension & Wealth Management Advisors, Inc. 0.22% Add +472.1% 19,685 $751K
Nations Financial Group Inc, /Ia/ 0.03% Add +175.7% 16,842 $643K
Alchemi Wealth, LLC 0.35% — 16,685 $637K
Valeo Financial Advisors, LLC 0.01% Add +0.2% 16,540 $631K
Concurrent Investment Advisors, LLC 0.01% Reduce -0.5% 15,314 $585K
Elevation Wealth Management LLC 0.55% — 15,015 $573K
Geneva Partners, LLC 0.20% Add +1.8% 14,767 $564K
Financial Perspectives, Inc 0.15% Add +14.3% 14,682 $560K
Money Concepts Capital Corp. 0.03% New 14,307 $546K
UBS Group AG 0.00% Reduce -5.5% 13,925 $532K
BIP Wealth, LLC 0.02% New 13,874 $530K
Kingsview Wealth Management, LLC 0.01% Add +2.3% 13,636 $520K
Modera Wealth Management, LLC 0.01% Reduce -18.2% 13,601 $519K
Sunbelt Securities, Inc. 0.03% Add +34.8% 13,471 $514K

"% 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 224 holders