Fidelity Enh LRG Cap GWTHFELGETF
13F holders, Q1 2025 (March 31)143holders +13
29new positions
14sold out
2famous investors
$31.17avg. 13F price*
At the end of Q1 2025, 143 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 13 from Q4 2024. 29 opened new positions and 14 sold out. The largest holders were Envestnet Asset Management Inc. ($173.8M), MML Investors Services, LLC ($156.5M) and Commonwealth Equity Services, LLC ($75.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity Enh LRG Cap GWTH
- CUSIP
- 31609A305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $63.4M |
| Exits | 14 | $4.9M |
All 13F filers, Q4 2024 → Q1 2025: 7,554,420 shares bought and 588,806 shares sold, net +6,965,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Envestnet Asset Management Inc. | 0.06% | Add +6.4% | 5,517,121 | $173.8M |
| MML Investors Services, LLC | 0.52% | Add +4.0% | 4,969,365 | $156.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +88.5% | 2,380,869 | $75.0M |
| Equitable Holdings, Inc. | 0.41% | New | 1,358,700 | $42.8M |
| LPL Financial LLC | 0.02% | Add +116.7% | 1,243,952 | $39.2M |
| Kestra Investment Management, LLC | 0.75% | Add +259.0% | 1,574,920 | $38.9M |
| Osaic Holdings, Inc. | 0.07% | Add +182.9% | 1,038,267 | $32.7M |
| Raymond James Financial Inc. | 0.01% | Add +119.8% | 827,178 | $26.1M |
| Spectrum Investment Advisors, Inc. | 13.49% | Reduce -0.2% | 663,453 | $20.9M |
| Thrivent Financial for Lutherans | 0.04% | No change | 562,185 | $19.7M |
| JPMorgan Chase & Co. | 0.00% | Add +16.5% | 495,115 | $15.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +21.5% | 478,191 | $15.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +24.2% | 457,613 | $14.4M |
| FMR LLC | 0.00% | Add +12.7% | 384,543 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +15.7% | 378,906 | $11.9M |
| Private Advisor Group, LLC | 0.05% | Add +119.6% | 277,658 | $8.7M |
| Sentinel Pension Advisors, LLC | 1.58% | Add +10.7% | 272,413 | $8.6M |
| Truist Financial Corp. | 0.01% | Add +0.1% | 204,537 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -10.1% | 158,197 | $5.0M |
| Integrated Wealth Concepts LLC | 0.05% | Add +4.8% | 146,601 | $4.6M |
| Prepared Retirement Institute LLC | 2.93% | New | 145,626 | $4.6M |
| Menora Mivtachim Holdings LTD. | 0.03% | New | 136,061 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -24.5% | 129,682 | $4.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +62.8% | 122,797 | $3.9M |
| Flagship Wealth Advisors, LLC | 1.53% | Add +151.2% | 115,355 | $3.6M |
| Atria Investments, Inc | 0.04% | Reduce -31.7% | 108,230 | $3.4M |
| Advisors Capital Management, LLC | 0.05% | Add +438.1% | 100,620 | $3.2M |
| Silverlake Wealth Management LLC | 1.18% | Add +76.8% | 97,719 | $3.1M |
| Lido Advisors, LLC | 0.01% | Add +4.0% | 70,156 | $2.2M |
| Rollins Financial Advisors, LLC | 0.35% | Reduce -20.2% | 63,586 | $2.0M |
| Financial Partners Group, Inc | 0.30% | Add +7.3% | 62,715 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +259.8% | 62,055 | $2.0M |
| Nova Wealth Management, Inc. | 1.56% | Add +16.4% | 57,302 | $1.8M |
| Independence Financial Advisors, LLC | 0.66% | — | 55,379 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -36.0% | 49,265 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +52.0% | 45,754 | $1.4M |
| Proficio Capital Partners LLC | 0.11% | Add +28.9% | 44,843 | $1.4M |
| Greenwood Capital Associates LLC | 0.18% | Add +195.6% | 42,845 | $1.3M |
| Creative Planning | 0.00% | Add +1.6% | 42,243 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | New | 41,682 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 40,326 | $1.3M |
| GWN Securities Inc. | 0.07% | New | 35,953 | $1.2M |
| Rolek Wealth Management LLC | 1.27% | New | 39,807 | $1.2M |
| Capital Analysts, LLC | 0.04% | Add +7965.7% | 38,070 | $1.2M |
| Ball & Co Wealth Management Inc. | 1.27% | Add +2.5% | 37,552 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +26.3% | 36,115 | $1.1M |
| Clear Creek Financial Management, LLC | 0.12% | New | 35,411 | $1.1M |
| Geneva Partners, LLC | 0.54% | Add +93.8% | 33,707 | $1.1M |
| Key Financial Inc | 0.18% | No change | 26,144 | $824K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.8% | 24,734 | $779K |
| Redwood Financial Network Corp | 0.56% | Add +104.1% | 23,434 | $738K |
| Mariner, LLC | 0.00% | Reduce -23.0% | 21,402 | $674K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 21,296 | $671K |
| Infinity Wealth Counsel, LLC | 0.72% | Add +2.2% | 21,100 | $665K |
| Creekmur Asset Management LLC | 0.14% | Add +0.1% | 21,062 | $663K |
| Morgan Stanley | 0.00% | Reduce -5.2% | 20,339 | $641K |
| Flow Traders U.S. LLC | 0.03% | New | 20,188 | $636K |
| IFG Advisory, LLC | 0.03% | No change | 19,786 | $623K |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 19,719 | $621K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 18,471 | $582K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -0.5% | 18,165 | $572K |
| Bay Capital Advisors, LLC | 0.45% | Add +5.4% | 16,974 | $535K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.3% | 16,941 | $534K |
| Gibson Capital, LLC | 0.11% | No change | 16,230 | $511K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -18.6% | 15,955 | $503K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 15,025 | $473K |
| Kuhn & Co Investment Counsel | 0.40% | Add +8.9% | 14,942 | $471K |
| Janney Montgomery Scott LLC | 0.00% | Add +17.4% | 14,905 | $470K |
| LaSalle St. Investment Advisors, LLC | 0.11% | New | 14,161 | $446K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 13,932 | $438K |
| Merit Financial Group, LLC | 0.01% | New | 13,298 | $419K |
| Stifel Financial Corp. | 0.00% | New | 12,947 | $408K |
| Perennial Advisors, LLC | 0.08% | No change | 12,675 | $399K |
| Wedbush Securities Inc. | 0.01% | Add +7.3% | 12,484 | $393K |
| Sage Capital Management, LLC | 0.21% | Add +0.7% | 12,332 | $388K |
| Sigma Planning Corp | 0.01% | Reduce -15.3% | 11,982 | $377K |
| Bensler, LLC | 0.05% | Reduce -2.9% | 11,778 | $371K |
| Security National Bank | 0.07% | No change | 11,175 | $352K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -84.0% | 11,168 | $352K |
| Regal Investment Advisors LLC | 0.03% | Add +9.2% | 10,881 | $343K |
| Act Wealth Management, LLC | 0.15% | New | 10,654 | $336K |
| Advisory Services Network, LLC | 0.01% | Reduce -48.0% | 10,609 | $334K |
| Maia Wealth LLC | 0.07% | New | 10,644 | $327K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 10,332 | $325K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +67.7% | 10,248 | $322K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 10,021 | $316K |
| Investmark Advisory Group LLC | 0.15% | New | 9,804 | $309K |
| National Wealth Management Group, LLC | 0.20% | No change | 9,642 | $304K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 9,636 | $304K |
| Sovran Advisors, LLC | 0.04% | New | 10,095 | $301K |
| Captrust Financial Advisors | 0.00% | Reduce -5.0% | 9,530 | $300K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.1% | 9,468 | $298K |
| FMA Wealth Management, LLC | 0.22% | No change | 8,264 | $285K |
| Vestor Capital, LLC | 0.02% | Reduce -4.0% | 8,690 | $274K |
| Integrity Alliance, Llc. | 0.01% | New | 8,234 | $259K |
| Salus Financial Advisors, LLC | 0.20% | Reduce -95.7% | 8,226 | $259K |
| Madrona Financial Services, LLC | 0.07% | No change | 8,016 | $253K |
| Venturi Wealth Management, LLC | 0.01% | No change | 8,000 | $252K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 7,666 | $241K |
| Sunbelt Securities, Inc. | 0.02% | Add +21.3% | 7,240 | $228K |
"% 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.