Fidelity Enh LRG Cap GWTHFELGETF
13F holders, Q4 2024 (December 31)130holders +26
27new positions
8sold out
1famous investor
$35.35avg. 13F price*
At the end of Q4 2024, 130 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 26 from Q3 2024. 27 opened new positions and 8 sold out. The largest holders were Envestnet Asset Management Inc. ($183.3M), MML Investors Services, LLC ($169.0M) and Commonwealth Equity Services, LLC ($44.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $9.9M |
| Exits | 8 | $4.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,118,784 shares bought and 260,053 shares sold, net +1,858,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Envestnet Asset Management Inc. | 0.06% | Add +1.1% | 5,183,380 | $183.3M |
| MML Investors Services, LLC | 0.58% | Reduce -0.0% | 4,780,044 | $169.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +107.8% | 1,262,696 | $44.6M |
| Spectrum Investment Advisors, Inc. | 15.69% | Add +0.1% | 664,768 | $23.5M |
| LPL Financial LLC | 0.01% | Add +44.8% | 574,088 | $20.3M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.5% | 562,185 | $19.7M |
| Kestra Investment Management, LLC | 0.61% | Reduce -1.4% | 438,745 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 424,872 | $15.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +8.7% | 393,467 | $13.9M |
| Raymond James Financial Inc. | 0.00% | — | 376,265 | $13.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.4% | 368,499 | $13.0M |
| Osaic Holdings, Inc. | 0.03% | Add +85.4% | 366,948 | $13.0M |
| FMR LLC | 0.00% | Add +4.0% | 341,246 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +152.3% | 327,595 | $11.6M |
| Sentinel Pension Advisors, LLC | 1.61% | Add +9.9% | 246,082 | $8.7M |
| Truist Financial Corp. | 0.01% | Reduce -3.9% | 204,351 | $7.2M |
| Salus Financial Advisors, LLC | 5.35% | — | 193,220 | $6.8M |
| Cetera Investment Advisers | 0.01% | Add +124.8% | 176,004 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +28.0% | 171,840 | $6.2M |
| Atria Investments, Inc | 0.07% | Add +12.6% | 158,523 | $5.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +21.1% | 139,853 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +791.9% | 126,417 | $4.5M |
| Rollins Financial Advisors, LLC | 0.44% | Reduce -4.3% | 79,659 | $2.8M |
| Citadel Advisors | 0.00% | New | 77,042 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +97.6% | 75,447 | $2.7M |
| Verdence Capital Advisors LLC | 0.20% | Add +41.4% | 69,861 | $2.5M |
| Lido Advisors, LLC | 0.01% | Add +0.1% | 67,458 | $2.4M |
| Financial Partners Group, Inc | 0.30% | Add +7.1% | 58,429 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 57,565 | $2.0M |
| Silverlake Wealth Management LLC | 0.76% | Add +116.1% | 55,264 | $2.0M |
| Nova Wealth Management, Inc. | 1.51% | — | 49,226 | $1.7M |
| Flagship Wealth Advisors, LLC | 0.95% | — | 45,926 | $1.6M |
| Creative Planning | 0.00% | Add +87.1% | 41,590 | $1.5M |
| Ball & Co Wealth Management Inc. | 1.03% | — | 36,622 | $1.3M |
| Proficio Capital Partners LLC | 0.10% | Add +5.1% | 34,800 | $1.2M |
| PKS Advisory Services, LLC | 0.28% | — | 37,352 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -66.4% | 30,094 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +65.8% | 28,599 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -1.7% | 27,797 | $983K |
| Key Financial Inc | 0.21% | No change | 26,144 | $924K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +21.1% | 23,820 | $842K |
| Morgan Stanley | 0.00% | Add +7.2% | 21,444 | $758K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.1% | 21,270 | $752K |
| Creekmur Asset Management LLC | 0.17% | Add +0.1% | 21,052 | $744K |
| Infinity Wealth Counsel, LLC | 0.78% | — | 20,650 | $730K |
| Advisory Services Network, LLC | 0.01% | New | 20,389 | $721K |
| IFG Advisory, LLC | 0.04% | Add +9.8% | 19,786 | $700K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -72.8% | 19,596 | $693K |
| HighTower Advisors, LLC | 0.00% | Add +13.6% | 19,525 | $690K |
| NewEdge Advisors, LLC | 0.00% | Add +55.9% | 19,107 | $676K |
| Advisors Capital Management, LLC | 0.01% | New | 18,700 | $661K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.3% | 18,449 | $652K |
| Traphagen Investment Advisors LLC | 0.07% | Add +0.1% | 18,259 | $646K |
| Geneva Partners, LLC | 0.25% | Add +63.0% | 17,391 | $615K |
| Valmark Advisers, Inc. | 0.01% | New | 17,247 | $610K |
| Gibson Capital, LLC | 0.12% | No change | 16,230 | $574K |
| Bay Capital Advisors, LLC | 0.46% | — | 16,108 | $570K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 15,025 | $531K |
| Greenwood Capital Associates LLC | 0.07% | New | 14,496 | $513K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.6% | 14,464 | $511K |
| Sigma Planning Corp | 0.02% | Add +1.3% | 14,147 | $500K |
| Kuhn & Co Investment Counsel | 0.41% | No change | 13,726 | $485K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,697 | $449K |
| Perennial Advisors, LLC | 0.10% | — | 12,675 | $448K |
| Sage Capital Management, LLC | 0.22% | Add +0.1% | 12,250 | $433K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +202.7% | 12,180 | $431K |
| Bensler, LLC | 0.05% | Reduce -9.9% | 12,127 | $429K |
| Wedbush Securities Inc. | 0.01% | Add +74.1% | 11,634 | $411K |
| Redwood Financial Network Corp | 0.30% | New | 11,484 | $406K |
| Security National Bank | 0.06% | No change | 11,175 | $395K |
| TrinityPoint Wealth, LLC | 0.05% | Add +0.1% | 10,766 | $381K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.5% | 10,318 | $365K |
| Captrust Financial Advisors | 0.00% | New | 10,029 | $355K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 10,021 | $354K |
| Regal Investment Advisors LLC | 0.03% | Add +13.8% | 9,969 | $353K |
| National Wealth Management Group, LLC | 0.23% | No change | 9,642 | $341K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +2.9% | 9,457 | $334K |
| Vestor Capital, LLC | 0.02% | Add +0.1% | 9,050 | $320K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.6% | 8,274 | $293K |
| FMA Wealth Management, LLC | 0.22% | Add +0.1% | 8,264 | $292K |
| Madrona Financial Services, LLC | 0.08% | No change | 8,016 | $283K |
| Venturi Wealth Management, LLC | 0.01% | New | 8,000 | $283K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -7.0% | 7,060 | $250K |
| Corient Private Wealth LP | 0.00% | Add +1.1% | 7,042 | $249K |
| Ameriprise Financial Inc. | 0.00% | New | 6,801 | $240K |
| UBS Group AG | 0.00% | Reduce -21.6% | 6,630 | $234K |
| Keeler Thomas Management LLC | 0.08% | New | 6,305 | $223K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 6,110 | $216K |
| Pacific Financial Group Inc. | 0.16% | New | 6,030 | $213K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.1% | 5,969 | $213K |
| Richardson Capital Management LLC | 0.13% | No change | 5,777 | $204K |
| Wood Tarver Financial Group, LLC | 0.07% | — | 5,707 | $201K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5,600 | $198K |
| Wells Fargo & Company | 0.00% | Add +288.8% | 5,575 | $197K |
| Cwm, LLC | 0.00% | New | 4,702 | $166K |
| AE Wealth Management LLC | 0.00% | New | 4,002 | $141K |
| US Bancorp \de | 0.00% | Add +38.3% | 3,905 | $138K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 3,711 | $131K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.3% | 3,659 | $129K |
| Allworth Financial LP | 0.00% | Reduce -4.9% | 3,459 | $126K |
"% 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.