Fidelity Enh LRG Cap GWTHFELGETF
13F holders, Q2 2024 (June 30)94holders +10
18new positions
8sold out
1famous investor
$32.26avg. 13F price*
At the end of Q2 2024, 94 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 10 from Q1 2024. 18 opened new positions and 8 sold out. The largest holders were Envestnet Asset Management Inc. ($159.4M), MML Investors Services, LLC ($148.3M) and Spectrum Investment Advisors, Inc. ($21.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.3M |
| Exits | 8 | $2.7M |
All 13F filers, Q1 2024 → Q2 2024: 2,084,437 shares bought and 171,879 shares sold, net +1,912,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Envestnet Asset Management Inc. | 0.06% | Add +11.3% | 4,939,917 | $159.4M |
| MML Investors Services, LLC | 0.60% | Reduce -0.7% | 4,598,279 | $148.3M |
| Spectrum Investment Advisors, Inc. | 15.73% | Reduce -3.1% | 666,155 | $21.5M |
| Kestra Investment Management, LLC | 1.01% | — | 457,711 | $14.8M |
| Arden Trust Co | 1.68% | Add +0.2% | 372,930 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +31.0% | 360,853 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Add +140.1% | 344,235 | $11.1M |
| Kestra Advisory Services, LLC | 0.06% | Add +52.7% | 332,457 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | New | 324,932 | $10.5M |
| FMR LLC | 0.00% | Add +4.7% | 292,179 | $9.4M |
| LPL Financial LLC | 0.00% | Add +101.5% | 269,217 | $8.7M |
| Truist Financial Corp. | 0.01% | Add +1237.6% | 206,311 | $6.7M |
| Sentinel Pension Advisors, LLC | 1.36% | Add +13.7% | 203,431 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +104.2% | 169,643 | $5.5M |
| Rollins Financial Advisors, LLC | 0.49% | Reduce -12.7% | 87,780 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 85,602 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +313.6% | 70,165 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 55,525 | $1.8M |
| Citadel Advisors | 0.00% | Add +52.8% | 50,967 | $1.6M |
| Verdence Capital Advisors LLC | 0.14% | Add +0.0% | 49,390 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +58.8% | 49,287 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +108.9% | 48,827 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +53.7% | 47,061 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +732.6% | 44,576 | $1.4M |
| Mariner, LLC | 0.00% | Add +0.0% | 29,525 | $952K |
| Financial Partners Group, Inc | 0.15% | New | 29,166 | $941K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.3% | 28,667 | $925K |
| Key Financial Inc | 0.20% | No change | 26,144 | $843K |
| Silverlake Wealth Management LLC | 0.34% | New | 25,772 | $831K |
| Jane Street Group, LLC | 0.00% | New | 23,015 | $742K |
| Creative Planning | 0.00% | Add +93.8% | 21,900 | $706K |
| Morgan Stanley | 0.00% | Reduce -5.8% | 21,142 | $682K |
| Creekmur Asset Management LLC | 0.18% | Add +0.1% | 21,033 | $679K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.1% | 18,848 | $608K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 18,679 | $603K |
| Traphagen Investment Advisors LLC | 0.06% | Add +0.1% | 18,215 | $588K |
| IFG Advisory, LLC | 0.04% | No change | 16,976 | $548K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.8% | 16,511 | $533K |
| Gibson Capital, LLC | 0.12% | No change | 16,230 | $524K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 15,207 | $491K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 14,887 | $480K |
| Bensler, LLC | 0.06% | Reduce -9.6% | 13,625 | $440K |
| Sigma Planning Corp | 0.01% | Reduce -3.2% | 13,319 | $430K |
| Harbour Investments, Inc. | 0.01% | Add +137.9% | 12,883 | $416K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 12,697 | $410K |
| Perennial Advisors, LLC | 0.09% | No change | 12,675 | $409K |
| Sage Capital Management, LLC | 0.21% | Add +0.1% | 12,223 | $394K |
| Kuhn & Co Investment Counsel | 0.34% | Add +33.3% | 11,826 | $382K |
| Marshall Wace, LLP | 0.00% | New | 11,546 | $372K |
| Security National Bank | 0.05% | No change | 11,175 | $361K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 10,566 | $341K |
| TrinityPoint Wealth, LLC | 0.05% | Add +0.1% | 10,540 | $340K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 10,021 | $323K |
| National Wealth Management Group, LLC | 0.24% | No change | 9,642 | $311K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.6% | 9,552 | $308K |
| Madrona Financial Services, LLC | 0.09% | Add +0.1% | 9,416 | $304K |
| Vestor Capital, LLC | 0.02% | Add +0.1% | 9,028 | $291K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.1% | 9,178 | $290K |
| Raymond James & Associates | 0.00% | New | 8,981 | $290K |
| Regal Investment Advisors LLC | 0.02% | New | 8,748 | $282K |
| Private Advisor Group, LLC | 0.00% | New | 8,605 | $278K |
| Belpointe Asset Management LLC | 0.02% | New | 7,992 | $258K |
| Roman Butler Fullerton & Co. | 0.08% | New | 7,587 | $256K |
| Birchcreek Wealth Management, LLC | 0.13% | New | 7,129 | $230K |
| Corient Private Wealth LP | 0.00% | No change | 6,967 | $225K |
| Richardson Capital Management LLC | 0.14% | No change | 5,777 | $186K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.1% | 4,957 | $160K |
| Allworth Financial LP | 0.00% | Reduce -23.8% | 4,693 | $149K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.2% | 4,286 | $138K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.1% | 4,122 | $133K |
| IFP Advisors, Inc | 0.00% | Reduce -24.9% | 3,702 | $119K |
| US Bancorp \de | 0.00% | No change | 2,222 | $72K |
| Avior Wealth Management, LLC | 0.00% | Add +428.7% | 1,951 | $63K |
| Wells Fargo & Company | 0.00% | No change | 1,434 | $46K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.1% | 1,346 | $43K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,288 | $42K |
| Duncker Streett & Co. Inc. | 0.01% | Add +0.1% | 882 | $28K |
| Blue Trust, Inc. | 0.00% | No change | 853 | $25K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -45.0% | 609 | $20K |
| Capital Analysts, LLC | 0.00% | New | 472 | $15K |
| Davis Capital Management | 0.01% | New | 453 | $15K |
| CENTRAL TRUST Co | 0.00% | Reduce -50.1% | 440 | $14K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 364 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 324 | $10K |
| Penserra Capital Management LLC | 0.00% | Reduce -7.2% | 244 | $8K |
| Fifth Third Bancorp | 0.00% | No change | 231 | $7K |
| Qube Research & Technologies Ltd | 0.00% | New | 200 | $6K |
| Bank of America Corp. | 0.00% | Reduce -54.5% | 121 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 121 | $4K |
| NewEdge Advisors, LLC | 0.00% | Reduce -84.8% | 108 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
| Global Retirement Partners, LLC | 0.00% | New | 42 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 39 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3 | $109 |
"% 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.