Fidelity Enh LRG Cap GWTHFELGETF
13F holders, Q2 2025 (June 30)171holders +28
34new positions
9sold out
2famous investors
$37.05avg. 13F price*
At the end of Q2 2025, 171 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 28 from Q1 2025. 34 opened new positions and 9 sold out. The largest holders were MML Investors Services, LLC ($221.5M), Envestnet Asset Management Inc. ($220.0M) and Commonwealth Equity Services, LLC ($130.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $13.7M |
| Exits | 9 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 5,796,392 shares bought and 2,827,987 shares sold, net +2,968,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| MML Investors Services, LLC | 0.64% | Add +20.4% | 5,981,257 | $221.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +7.7% | 5,941,796 | $220.0M |
| Commonwealth Equity Services, LLC | 0.17% | Add +47.9% | 3,520,372 | $130.4M |
| LPL Financial LLC | 0.02% | Add +47.6% | 1,836,582 | $68.0M |
| Equitable Holdings, Inc. | 0.29% | Reduce -30.2% | 948,919 | $35.1M |
| Independence Financial Advisors, LLC | 11.96% | Add +1399.4% | 830,356 | $30.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.3% | 824,707 | $30.5M |
| Osaic Holdings, Inc. | 0.05% | Reduce -30.5% | 721,700 | $26.7M |
| Spectrum Investment Advisors, Inc. | 14.83% | Add +4.1% | 690,417 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +45.3% | 550,661 | $20.4M |
| Kestra Advisory Services, LLC | 0.10% | Add +15.1% | 550,317 | $20.4M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 499,432 | $18.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.7% | 497,331 | $18.4M |
| Kestra Investment Management, LLC | 0.52% | Reduce -70.6% | 462,790 | $17.1M |
| FMR LLC | 0.00% | Add +14.8% | 441,654 | $16.4M |
| Sentinel Pension Advisors, LLC | 2.38% | Add +40.0% | 381,516 | $14.1M |
| Avantax Advisory Services, Inc. | 0.06% | Add +124.0% | 275,017 | $10.2M |
| Prepared Retirement Institute LLC | 5.22% | Add +64.3% | 239,293 | $8.9M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +55.3% | 211,326 | $7.8M |
| Truist Financial Corp. | 0.01% | Reduce -2.0% | 200,469 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +24.4% | 196,778 | $7.3M |
| Advisors Capital Management, LLC | 0.10% | Add +89.5% | 190,632 | $7.1M |
| Principal Securities, Inc. | 0.13% | Add +10263.5% | 185,403 | $6.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -38.8% | 169,996 | $6.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +4.5% | 153,232 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +3074.2% | 148,583 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.3% | 133,918 | $5.0M |
| Flagship Wealth Advisors, LLC | 1.86% | Add +15.5% | 133,223 | $4.9M |
| Atria Investments, Inc | 0.05% | Add +2.6% | 111,039 | $4.1M |
| Valmark Advisers, Inc. | 0.05% | Add +64.9% | 102,329 | $3.8M |
| Castleview Partners, LLC | 2.19% | New | 92,003 | $3.4M |
| Silverlake Wealth Management LLC | 0.88% | Reduce -17.1% | 81,009 | $3.0M |
| Lido Advisors, LLC | 0.01% | Add +3.4% | 72,557 | $2.7M |
| Nova Wealth Management, Inc. | 1.61% | Add +3.0% | 59,048 | $2.2M |
| Financial Partners Group, Inc | 0.30% | Reduce -7.3% | 58,112 | $2.2M |
| Rollins Financial Advisors, LLC | 0.32% | Reduce -15.2% | 53,948 | $2.0M |
| Investmark Advisory Group LLC | 0.93% | Add +448.1% | 53,740 | $2.0M |
| Greenwood Capital Associates LLC | 0.24% | Add +21.4% | 51,998 | $1.9M |
| Creative Planning | 0.00% | Add +1.0% | 42,648 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 41,284 | $1.5M |
| Hilltop Holdings Inc. | 0.10% | Reduce -1.8% | 40,943 | $1.5M |
| InTrack Investment Management Inc | 0.99% | New | 39,816 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Reduce -2.0% | 35,388 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.3% | 34,945 | $1.3M |
| Marshall Wace, LLP | 0.00% | New | 34,819 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.9% | 34,390 | $1.3M |
| Rolek Wealth Management LLC | 1.01% | Reduce -20.7% | 31,558 | $1.2M |
| Summit Wealth Group LLC / Co. | 0.29% | — | 31,127 | $1.2M |
| Vestor Capital, LLC | 0.08% | Add +45.7% | 12,665 | $1.0M |
| Sovran Advisors, LLC | 0.10% | Add +162.5% | 26,496 | $980K |
| Sowell Financial Services LLC | 0.04% | New | 26,372 | $977K |
| Key Financial Inc | 0.19% | No change | 26,144 | $968K |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -29.9% | 24,841 | $920K |
| Stifel Financial Corp. | 0.00% | Add +90.8% | 24,697 | $915K |
| Merit Financial Group, LLC | 0.01% | Add +84.7% | 24,561 | $909K |
| Redwood Financial Network Corp | 0.61% | Add +4.3% | 24,448 | $905K |
| Infinity Wealth Counsel, LLC | 0.87% | Add +10.1% | 23,225 | $860K |
| Mariner, LLC | 0.00% | Add +6.1% | 22,698 | $841K |
| NewEdge Advisors, LLC | 0.00% | Add +31.2% | 22,225 | $823K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +37.9% | 22,006 | $815K |
| Pure Financial Advisors, LLC | 0.01% | Add +3.0% | 21,944 | $813K |
| IFG Advisory, LLC | 0.04% | Add +9.3% | 21,618 | $801K |
| Creekmur Asset Management LLC | 0.14% | Add +0.0% | 21,071 | $780K |
| Ball & Co Wealth Management Inc. | 0.81% | Reduce -45.4% | 20,497 | $759K |
| Global Retirement Partners, LLC | 0.02% | — | 20,017 | $741K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 19,745 | $731K |
| Bay Capital Advisors, LLC | 0.54% | Add +13.2% | 19,219 | $712K |
| Geneva Partners, LLC | 0.28% | Reduce -43.2% | 19,154 | $709K |
| Traphagen Investment Advisors LLC | 0.06% | Add +0.1% | 18,187 | $673K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -5.2% | 17,504 | $648K |
| Gibson Capital, LLC | 0.12% | No change | 16,230 | $601K |
| Kuhn & Co Investment Counsel | 0.43% | Add +2.9% | 15,372 | $569K |
| Morgan Stanley | 0.00% | Reduce -26.5% | 14,954 | $554K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 14,666 | $543K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.0% | 14,217 | $527K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -2.7% | 13,775 | $510K |
| Wedbush Securities Inc. | 0.02% | Add +4.9% | 13,099 | $485K |
| Perennial Advisors, LLC | 0.09% | No change | 12,675 | $469K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,493 | $466K |
| Sage Capital Management, LLC | 0.22% | Add +0.1% | 12,344 | $457K |
| Advyzon Investment Management, LLC | 0.10% | New | 12,282 | $455K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -51.8% | 11,935 | $442K |
| Sigma Planning Corp | 0.01% | Reduce -1.3% | 11,822 | $438K |
| Madrona Financial Services, LLC | 0.10% | Add +46.0% | 11,706 | $433K |
| Elm3 Financial Group, LLC | 0.36% | Add +65.2% | 11,548 | $428K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 11,458 | $424K |
| Baron Wealth Management LLC | 0.15% | New | 11,426 | $423K |
| Regal Investment Advisors LLC | 0.03% | Add +2.9% | 11,193 | $414K |
| Bensler, LLC | 0.05% | Reduce -5.0% | 11,185 | $414K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 11,182 | $414K |
| Security National Bank | 0.07% | No change | 11,175 | $414K |
| Quantinno Capital Management LP | 0.00% | New | 10,979 | $407K |
| FMA Wealth Management, LLC | 0.30% | Add +32.7% | 10,965 | $406K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 10,793 | $400K |
| Act Wealth Management, LLC | 0.17% | Add +0.1% | 10,667 | $395K |
| Captrust Financial Advisors | 0.00% | Add +11.6% | 10,634 | $394K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 10,344 | $383K |
| Maia Wealth LLC | 0.07% | Reduce -4.3% | 10,183 | $377K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 10,021 | $371K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.1% | 9,533 | $364K |
"% 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.