Fidelity Enh LRG Cap GWTHFELGETF

13F holders, Q3 2025 (September 30)
186holders +15
31new positions
14sold out
1famous investor
$41.11avg. 13F price*

At the end of Q3 2025, 186 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 15 from Q2 2025. 31 opened new positions and 14 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($338.5M), Envestnet Asset Management Inc. ($252.5M) and MML Investors Services, LLC ($249.1M). 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

050100150200250 Q1 2024: 84Q1 2024Q2 2024: 94Q2 2024Q3 2024: 104Q3 2024Q4 2024: 130Q4 2024Q1 2025: 143Q1 2025Q2 2025: 171Q2 2025Q3 2025: 186Q3 2025Q4 2025: 213Q4 2025Q1 2026: 220Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions31$366.4M
Exits14$5.1M

All 13F filers, Q2 2025 → Q3 2025: 11,263,577 shares bought and 899,562 shares sold, net +10,364,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 186 holders

Vantagepoint Investment Advisers LLC 2.76% New 8,231,070 $338.5M
Envestnet Asset Management Inc. 0.07% Add +3.3% 6,140,391 $252.5M
MML Investors Services, LLC 0.66% Add +1.3% 6,057,861 $249.1M
Commonwealth Equity Services, LLC 0.17% Reduce -11.7% 3,109,974 $127.9M
LPL Financial LLC 0.02% Add +3.6% 1,902,784 $78.2M
Equitable Holdings, Inc. 0.29% Add +0.8% 956,887 $39.3M
Raymond James Financial Inc. 0.01% Add +9.5% 902,979 $37.1M
Independence Financial Advisors, LLC 9.70% Reduce -6.7% 774,768 $31.9M
Spectrum Investment Advisors, Inc. 15.07% Reduce -1.9% 677,029 $27.8M
Osaic Holdings, Inc. 0.04% Reduce -7.7% 666,330 $26.8M
Kestra Advisory Services, LLC 0.12% Add +13.2% 623,052 $25.6M
Thrivent Financial for Lutherans 0.05% Add +1693.2% 616,664 $25.4M
Cambridge Investment Research Advisors, Inc. 0.07% Add +10.8% 609,990 $25.1M
Northwestern Mutual Wealth Management Co. 0.02% Add +21.5% 604,220 $24.8M
Cetera Investment Advisers 0.03% Add +181.2% 553,422 $22.8M
JPMorgan Chase & Co. 0.00% Add +0.0% 499,641 $20.5M
Goodman Advisory Group, LLC 4.99% New 487,419 $20.0M
Kestra Investment Management, LLC 0.53% Add +4.2% 482,310 $19.8M
FMR LLC 0.00% Add +6.8% 471,634 $19.4M
Sentinel Pension Advisors, LLC 2.60% Add +3.5% 394,893 $16.2M
Prepared Retirement Institute LLC 7.90% Add +54.0% 368,617 $15.2M
Advisors Capital Management, LLC 0.13% Add +29.9% 247,670 $10.2M
Principal Securities, Inc. 0.15% Add +18.8% 220,170 $9.1M
Truist Financial Corp. 0.01% Add +2.6% 205,716 $8.5M
Menora Mivtachim Holdings LTD. 0.04% Reduce -3.6% 203,631 $8.4M
Integrated Wealth Concepts LLC 0.06% Add +0.8% 154,508 $6.4M
Valmark Advisers, Inc. 0.08% Add +37.8% 140,988 $5.8M
Wells Fargo & Company 0.00% Reduce -6.4% 139,022 $5.7M
Flagship Wealth Advisors, LLC 1.88% Add +4.2% 138,807 $5.7M
Private Advisor Group, LLC 0.03% Reduce -18.4% 138,667 $5.7M
Goldman Sachs Group Inc. 0.00% Add +1305.2% 103,070 $4.2M
Sanctuary Advisors, LLC 0.02% Reduce -27.8% 96,744 $4.0M
Silverlake Wealth Management LLC 0.93% Add +13.7% 92,098 $3.8M
Bank of America Corp. 0.00% Add +920.1% 88,246 $3.6M
Atria Investments, Inc 0.04% Reduce -27.5% 80,472 $3.3M
B&D White Capital Company, LLC 0.39% New 73,563 $3.0M
Lido Advisors, LLC 0.01% Add +0.6% 73,003 $3.0M
Investmark Advisory Group LLC 1.21% Add +26.0% 67,730 $2.8M
Susquehanna International Group, LLP 0.00% Add +88.2% 65,756 $2.7M
Greenwood Capital Associates LLC 0.31% Add +26.2% 65,610 $2.7M
Castleview Partners, LLC 1.44% Reduce -29.9% 64,460 $2.7M
Nova Wealth Management, Inc. 1.58% Reduce -7.8% 54,411 $2.2M
Rollins Financial Advisors, LLC 0.34% Reduce -0.1% 53,912 $2.2M
Creative Planning 0.00% Add +13.5% 48,400 $2.0M
InTrack Investment Management Inc 1.09% Add +11.2% 44,257 $1.8M
Hilltop Holdings Inc. 0.09% Reduce -2.6% 39,857 $1.6M
Sovran Advisors, LLC 0.14% Add +40.2% 37,154 $1.6M
Royal Bank of Canada 0.00% Reduce -8.3% 37,861 $1.6M
Merit Financial Group, LLC 0.01% Add +49.5% 36,708 $1.5M
Rolek Wealth Management LLC 1.07% Add +9.9% 34,679 $1.4M
NewEdge Advisors, LLC 0.01% Add +53.9% 34,204 $1.4M
Harbour Investments, Inc. 0.03% Reduce -3.4% 34,200 $1.4M
Financial Partners Group, Inc 0.17% Reduce -43.0% 33,134 $1.4M
Sowell Financial Services LLC 0.05% Add +12.0% 29,528 $1.2M
Ball & Co Wealth Management Inc. 0.78% Add +39.0% 28,501 $1.2M
Citadel Advisors 0.00% New 25,490 $1.0M
Redwood Financial Network Corp 0.65% Add +2.3% 25,002 $1.0M
HighTower Advisors, LLC 0.00% Add +25.6% 24,810 $1.0M
Key Financial Inc 0.18% Reduce -8.8% 23,835 $985K
Infinity Wealth Counsel, LLC 0.95% Add +2.7% 23,845 $981K
Mariner, LLC 0.00% Add +1.3% 22,985 $945K
Pure Financial Advisors, LLC 0.01% Add +4.1% 22,847 $939K
Global Retirement Partners, LLC 0.02% Add +13.1% 22,647 $931K
IFG Advisory, LLC 0.04% Add +0.2% 21,662 $891K
Creekmur Asset Management LLC 0.14% Reduce -1.1% 20,848 $857K
LaSalle St. Investment Advisors, LLC 0.15% Add +50.5% 20,728 $852K
Bay Capital Advisors, LLC 0.52% Add +0.7% 19,353 $796K
Geneva Partners, LLC 0.29% Add +0.1% 19,166 $788K
Kestra Private Wealth Services, LLC 0.01% Reduce -17.1% 18,243 $750K
Traphagen Investment Advisors LLC 0.06% Add +0.1% 18,202 $748K
Captrust Financial Advisors 0.00% Add +70.4% 18,121 $745K
Valeo Financial Advisors, LLC 0.02% Add +0.1% 17,519 $720K
Wealth Enhancement Advisory Services, LLC 0.00% Add +38.6% 17,322 $712K
Stifel Financial Corp. 0.00% Reduce -31.1% 17,023 $700K
Gibson Capital, LLC 0.12% No change 16,230 $667K
Morgan Stanley 0.00% Add +6.7% 15,958 $656K
Sunbelt Securities, Inc. 0.05% Add +166.5% 15,910 $654K
Kuhn & Co Investment Counsel 0.50% No change 15,372 $632K
Charter Capital Management, LLC\DE 0.32% Add +62.4% 14,516 $597K
Wedbush Securities Inc. 0.02% Add +8.8% 14,247 $586K
Element Wealth, LLC 0.26% Add +58.5% 14,250 $586K
Elm3 Financial Group, LLC 0.48% Add +23.4% 14,248 $586K
Baron Wealth Management LLC 0.19% Add +23.0% 14,054 $578K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.1% 14,054 $578K
Stratos Investment Management, LLC 0.02% Add +73.9% 13,660 $562K
Farther Finance Advisors, LLC 0.01% Add +1171.6% 13,632 $561K
Perennial Advisors, LLC 0.09% No change 12,675 $521K
Pennsylvania Capital Management Inc. 0.15% New 12,657 $520K
Janney Montgomery Scott LLC 0.00% Reduce -15.1% 12,458 $512K
Sage Capital Management, LLC 0.23% Add +0.1% 12,353 $508K
FMA Wealth Management, LLC 0.35% Add +11.5% 12,229 $503K
Maia Wealth LLC 0.08% Add +13.2% 11,526 $487K
Madrona Financial Services, LLC 0.11% No change 11,706 $481K
Verdence Capital Advisors LLC 0.03% Add +0.1% 11,192 $475K
J.W. Cole Advisors, Inc. 0.01% Reduce -3.7% 11,489 $472K
Clear Creek Financial Management, LLC 0.04% Reduce -54.1% 11,390 $468K
Sigma Planning Corp 0.01% Reduce -3.7% 11,389 $468K
Regal Investment Advisors LLC 0.03% Add +0.1% 11,202 $461K
Advyzon Investment Management, LLC 0.08% Reduce -8.9% 11,191 $460K
Security National Bank 0.07% No change 11,175 $460K

"% 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.

Show all 186 holders