Fidelity Enh LRG Cap GWTHFELGETF

13F holders, Q2 2026 (June 30)
247holders +27
39new positions
12sold out
3famous investors
$43.73avg. 13F price*

At the end of Q2 2026, 247 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 27 from Q1 2026. 39 opened new positions and 12 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($377.7M), Wells Fargo & Company ($325.0M) and MML Investors Services, LLC ($314.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Fidelity Enh LRG Cap GWTH
CUSIP
31609A305
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 84Q1 2024Q2 2024: 94Q2 2024Q3 2024: 104Q3 2024Q4 2024: 130Q4 2024Q1 2025: 143Q1 2025Q2 2025: 171Q2 2025Q3 2025: 186Q3 2025Q4 2025: 213Q4 2025Q1 2026: 220Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions39$55.9M
Exits12$3.1M

All 13F filers, Q1 2026 → Q2 2026: 5,863,678 shares bought and 1,083,496 shares sold, net +4,780,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 247 holders

Vantagepoint Investment Advisers LLC 2.83% No change 8,634,000 $377.7M
Wells Fargo & Company 0.06% Add +5.0% 7,427,673 $325.0M
MML Investors Services, LLC 0.64% Add +17.6% 7,195,146 $314.8M
Envestnet Asset Management Inc. 0.07% Reduce -4.2% 6,563,708 $287.2M
LPL Financial LLC 0.04% Add +17.9% 4,518,399 $197.7M
Commonwealth Equity Services, LLC 0.23% Add +3.8% 4,171,069 $182.5M
Raymond James Financial Inc. 0.03% Reduce -2.8% 2,806,311 $122.8M
Kestra Advisory Services, LLC 0.21% Reduce -2.2% 1,483,409 $64.9M
Independence Financial Advisors, LLC 15.21% Add +5.3% 1,340,600 $58.7M
Cetera Investment Advisers 0.05% Add +1.9% 1,277,888 $55.9M
Osaic Holdings, Inc. 0.04% Add +79.6% 853,626 $37.4M
Northwestern Mutual Wealth Management Co. 0.02% Add +10.3% 837,850 $36.7M
Spectrum Investment Advisors, Inc. 11.40% Reduce -5.0% 637,144 $27.9M
IAG Wealth Partners, LLC 2.74% Add +16.9% 631,926 $27.6M
JPMorgan Chase & Co. 0.00% Reduce -5.0% 563,916 $24.3M
FMR LLC 0.00% Add +11.8% 549,118 $24.0M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -0.1% 527,714 $23.1M
Thrivent Financial for Lutherans 0.04% Add +1.2% 524,050 $22.9M
Two Sigma Investments, LP 0.02% New 485,600 $21.2M
Sentinel Pension Advisors, LLC 2.70% Add +5.5% 481,348 $20.6M
Goodman Advisory Group, LLC 4.61% Add +69764.9% 458,314 $20.1M
Advisors Capital Management, LLC 0.21% Add +15.2% 452,048 $19.8M
Prepared Retirement Institute LLC 7.16% Reduce -3.1% 384,328 $16.8M
46 Peaks LLC 9.66% Add +37.8% 351,215 $15.4M
Principal Securities, Inc. 0.18% Add +9.3% 339,551 $14.9M
MLG Wealth Management DBA Pine Grove Financial Group 1.46% Reduce -14.1% 329,684 $14.5M
Valmark Advisers, Inc. 0.15% Add +8.4% 330,476 $14.5M
McGlone Suttner Wealth Management, Inc. 1.55% Add +17.5% 302,902 $13.3M
Bleakley Financial Group, LLC 0.15% Reduce -2.4% 263,298 $11.5M
Private Advisor Group, LLC 0.05% Add +7.2% 236,883 $10.4M
Northwest Wealth Advisors, LLC 5.24% Add +9.0% 208,418 $9.1M
Jane Street Group, LLC 0.01% Add +446.4% 199,953 $8.7M
Cannon Wealth Management Services, LLC 4.67% Add +56.2% 195,102 $8.5M
Advisory Resource Group 1.18% New 179,319 $7.8M
B. Riley Wealth Advisors, Inc. 0.42% Add +5.6% 178,092 $7.7M
Flagship Wealth Advisors, LLC 1.69% Add +37.6% 172,119 $7.5M
Integrated Wealth Concepts LLC 0.05% Reduce -1.6% 170,962 $7.5M
Linscomb Wealth, Inc. 0.28% Add +108.3% 149,314 $6.5M
Menora Mivtachim Holdings LTD. 0.02% No change 138,502 $6.1M
Greenwood Capital Associates LLC 0.58% Add +24.9% 135,051 $5.9M
Farther Finance Advisors, LLC 0.04% Reduce -2.4% 125,083 $5.5M
Merit Financial Group, LLC 0.03% Reduce -4.3% 123,883 $5.4M
Global Retirement Partners, LLC 0.08% — 112,887 $4.9M
Sanctuary Advisors, LLC 0.02% Add +5.9% 104,321 $4.6M
Goldman Sachs Group Inc. 0.00% New 98,521 $4.3M
Silverlake Wealth Management LLC 0.79% Reduce -0.3% 94,950 $4.2M
Truist Financial Corp. 0.00% Add +5.3% 92,600 $4.1M
Investmark Advisory Group LLC 1.45% Add +6.3% 87,414 $3.8M
Royal Bank of Canada 0.00% Add +140.4% 85,290 $3.7M
Citadel Advisors 0.00% New 83,625 $3.7M
NewEdge Advisors, LLC 0.01% Add +7.9% 75,944 $3.3M
Lido Advisors, LLC 0.01% Reduce -7.0% 74,925 $3.3M
LaSalle St. Investment Advisors, LLC 0.32% Add +131.5% 59,500 $2.6M
Baron Wealth Management LLC 0.66% Add +38.0% 57,851 $2.5M
HighTower Advisors, LLC 0.00% Add +68.4% 54,389 $2.4M
Harbour Investments, Inc. 0.03% Add +11.5% 52,846 $2.3M
Mariner, LLC 0.00% Add +8.2% 50,236 $2.2M
D. E. Shaw & Co. 0.00% New 47,880 $2.1M
Sowell Financial Services LLC 0.07% Add +512.0% 46,984 $2.1M
Rollins Financial Advisors, LLC 0.26% Reduce -2.7% 45,918 $2.0M
Stifel Financial Corp. 0.00% Add +21.1% 45,730 $2.0M
Creative Planning 0.00% Reduce -15.8% 41,723 $1.8M
Jones Financial Companies LLLP 0.00% Add +4372.4% 42,935 $1.8M
Tower Research Capital LLC (TRC) 0.04% New 40,819 $1.8M
Sugar Maple Asset Management, LLC 1.10% Add +3.0% 38,891 $1.7M
Warner Financial, Inc. 0.50% Add +355.9% 38,802 $1.7M
Bank of America Corp. 0.00% Add +16.8% 38,521 $1.7M
InTrack Investment Management Inc 0.83% Reduce -6.3% 38,406 $1.7M
Flagship Harbor Advisors, LLC 0.06% Add +104.3% 37,120 $1.6M
Summit Financial Wealth Advisors, LLC 0.20% Add +93.2% 34,853 $1.5M
Rolek Wealth Management LLC 0.85% Reduce -0.3% 34,669 $1.5M
Bragg Financial Advisors, Inc 0.04% New 34,348 $1.5M
Hilltop Holdings Inc. 0.12% Reduce -14.8% 32,997 $1.4M
Vise Technologies, Inc. 0.02% New 32,457 $1.4M
CIBC Bancorp USA Inc. 0.00% New 32,375 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -79.9% 31,374 $1.4M
HRT Financial LP 0.00% Add +202.5% 31,314 $1.4M
Infinity Wealth Counsel, LLC 1.09% Add +13.0% 30,925 $1.4M
Nova Wealth Management, Inc. 0.74% Reduce -40.3% 30,566 $1.3M
Element Wealth, LLC 0.49% Add +16.6% 29,912 $1.3M
Focus Partners Wealth 0.00% Reduce -1.8% 29,243 $1.3M
Soltis Investment Advisors LLC 0.07% Add +0.0% 28,532 $1.2M
Ball & Co Wealth Management Inc. 0.88% Reduce -1.4% 28,438 $1.2M
Redwood Financial Network Corp 0.60% Reduce -6.0% 24,860 $1.1M
Summit Wealth Group LLC / Co. 0.09% Reduce -0.9% 24,856 $1.1M
Fiduciary Financial Advisors 0.11% New 24,672 $1.1M
IFG Advisory, LLC 0.04% New 23,992 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +45.2% 23,547 $1.0M
Morgan Stanley 0.00% Add +36.5% 22,610 $989K
Meadowbrook Advisors Group, LLC 0.51% New 21,830 $955K
Sovran Advisors, LLC 0.07% Reduce -10.6% 22,517 $941K
IHT Wealth Management, LLC 0.02% Add +4.2% 21,228 $929K
TrustWell Financial Advisors, LLC 0.77% No change 20,733 $907K
Hicks Capital Management LLC 0.72% Add +3.6% 19,973 $874K
Castleview Partners, LLC 0.38% Reduce -70.3% 19,851 $869K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.0% 19,797 $866K
Elm3 Financial Group, LLC 0.59% Reduce -6.0% 19,586 $857K
Bay Capital Advisors, LLC 0.46% Add +0.6% 19,484 $852K
Financial Partners Group, Inc 0.08% Reduce -6.0% 19,009 $832K
Pure Financial Advisors, LLC 0.01% Reduce -16.4% 18,889 $826K

"% of holder's portfolio" is FELG's weight in each manager's 13F, not the share of Fidelity Enh LRG Cap GWTH the manager owns.

Show all 247 holders