Fidelity Enh LRG Cap GWTHFELGETF
13F holders, Q1 2024 (March 31)84holders
1famous investor
$29.55avg. 13F price*
At the end of Q1 2024, 84 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings. The largest holders were MML Investors Services, LLC ($136.8M), Envestnet Asset Management Inc. ($131.1M) and Spectrum Investment Advisors, Inc. ($20.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Enh LRG Cap GWTH
- CUSIP
- 31609A305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $20.4M |
| Exits | 10 | $3.4M |
Ownership 84 holders
| MML Investors Services, LLC | 0.56% | Add +29.5% | 4,628,156 | $136.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.8% | 4,437,980 | $131.1M |
| Spectrum Investment Advisors, Inc. | 15.00% | Add +2.1% | 687,464 | $20.3M |
| Arden Trust Co | 1.53% | New | 372,306 | $11.0M |
| FMR LLC | 0.00% | Add +31.3% | 279,013 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +34.4% | 275,384 | $8.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +56.2% | 217,698 | $6.4M |
| Sentinel Pension Advisors, LLC | 1.13% | New | 178,944 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4992.1% | 143,395 | $4.2M |
| LPL Financial LLC | 0.00% | Add +7.6% | 133,630 | $3.9M |
| Rollins Financial Advisors, LLC | 0.56% | Reduce -32.5% | 100,503 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.3% | 83,866 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.0% | 83,091 | $2.5M |
| Lincoln National Corp. | 0.03% | Reduce -1.2% | 60,967 | $1.8M |
| Verdence Capital Advisors LLC | 0.13% | Add +22.9% | 49,374 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -38.7% | 33,367 | $986K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.7% | 31,615 | $934K |
| Cetera Investment Advisers | 0.00% | New | 31,047 | $917K |
| Lido Advisors, LLC | 0.01% | Reduce -28.3% | 30,619 | $905K |
| Mariner, LLC | 0.00% | Reduce -11.1% | 29,513 | $872K |
| Key Financial Inc | 0.20% | No change | 26,144 | $773K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 23,369 | $691K |
| Morgan Stanley | 0.00% | Add +1.5% | 22,453 | $663K |
| Creekmur Asset Management LLC | 0.21% | Add +0.1% | 21,021 | $621K |
| HighTower Advisors, LLC | 0.00% | Add +23.5% | 19,144 | $566K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.2% | 18,821 | $556K |
| Traphagen Investment Advisors LLC | 0.06% | New | 18,189 | $537K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -4.6% | 18,652 | $530K |
| IFG Advisory, LLC | 0.04% | No change | 16,976 | $502K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 16,964 | $501K |
| Eagle Strategies LLC | 0.11% | New | 16,412 | $485K |
| Gibson Capital, LLC | 0.10% | No change | 16,230 | $480K |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 15,424 | $456K |
| Bensler, LLC | 0.06% | Add +0.0% | 15,073 | $445K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -30.7% | 14,887 | $440K |
| Sigma Planning Corp | 0.01% | New | 13,764 | $407K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 12,768 | $377K |
| Perennial Advisors, LLC | 0.09% | No change | 12,675 | $375K |
| Sage Capital Management, LLC | 0.20% | New | 12,210 | $361K |
| Creative Planning | 0.00% | Reduce -9.8% | 11,299 | $334K |
| Security National Bank | 0.05% | No change | 11,175 | $330K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 10,550 | $312K |
| TrinityPoint Wealth, LLC | 0.05% | Add +7.3% | 10,525 | $311K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 10,021 | $296K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -9.9% | 9,910 | $293K |
| National Wealth Management Group, LLC | 0.22% | No change | 9,642 | $285K |
| Madrona Financial Services, LLC | 0.10% | Add +0.2% | 9,402 | $278K |
| Vestor Capital, LLC | 0.02% | Add +0.2% | 9,015 | $266K |
| Kuhn & Co Investment Counsel | 0.25% | Add +4.3% | 8,874 | $262K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.2% | 9,165 | $260K |
| Intrua Financial, LLC | 0.03% | New | 7,311 | $216K |
| Corient Private Wealth LP | 0.00% | New | 6,967 | $206K |
| Allworth Financial LP | 0.00% | Reduce -5.9% | 6,158 | $182K |
| Richardson Capital Management LLC | 0.14% | No change | 5,777 | $171K |
| Harbour Investments, Inc. | 0.01% | Add +133.6% | 5,416 | $160K |
| Royal Bank of Canada | 0.00% | Reduce -93.9% | 5,354 | $158K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.4% | 4,950 | $146K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +52.5% | 4,936 | $146K |
| IFP Advisors, Inc | 0.01% | Add +33.6% | 4,931 | $146K |
| Salomon & Ludwin, LLC | 0.01% | New | 4,432 | $131K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -79.3% | 4,120 | $122K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,263 | $67K |
| US Bancorp \de | 0.00% | No change | 2,222 | $66K |
| MCF Advisors LLC | 0.00% | New | 1,764 | $52K |
| Wells Fargo & Company | 0.00% | Reduce -61.5% | 1,434 | $42K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -25.2% | 1,344 | $40K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,288 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -0.7% | 1,108 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 881 | $26K |
| Duncker Streett & Co. Inc. | 0.01% | Add +0.2% | 881 | $26K |
| Blue Trust, Inc. | 0.00% | New | 853 | $25K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.6% | 713 | $21K |
| Lindbrook Capital, LLC | 0.00% | New | 441 | $13K |
| Avior Wealth Management, LLC | 0.00% | New | 369 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -82.9% | 363 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +0.3% | 324 | $10K |
| Bank of America Corp. | 0.00% | No change | 266 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 263 | $7K |
| Fifth Third Bancorp | 0.00% | No change | 231 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.8% | 121 | $4K |
| NewSquare Capital LLC | 0.00% | New | 108 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 100 | $3K |
| NFSG Corp | 0.00% | No change | 5 | $148 |
| Farther Finance Advisors, LLC | 0.00% | No change | 3 | $99 |
"% 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.