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
Coastal Bridge Advisors, LLC 0.03% Add +0.1% 10,802 $444K
Act Wealth Management, LLC 0.15% Add +0.1% 10,676 $439K
GWN Securities Inc. 0.10% Add +87.5% 10,438 $429K
Pathstone Holdings, LLC 0.00% Add +0.1% 10,353 $426K
Beacon Investment Advisory Services, Inc. 0.02% No change 10,021 $412K
Advisory Services Network, LLC 0.01% Add +3.8% 9,895 $407K
National Wealth Management Group, LLC 0.15% Reduce -2.5% 9,552 $393K
Steward Partners Investment Advisory, LLC 0.00% Add +462.4% 9,487 $390K
EverSource Wealth Advisors, LLC 0.02% Add +0.1% 9,321 $383K
Nations Financial Group Inc, /Ia/ 0.02% Add +19.2% 9,115 $375K
Vestor Capital, LLC 0.02% Reduce -31.2% 8,708 $358K
Empower Advisory Group, LLC 0.00% New 8,031 $330K
Quantinno Capital Management LP 0.00% Reduce -27.1% 8,008 $329K
Bensler, LLC 0.03% Reduce -28.7% 7,974 $328K
Stratos Wealth Partners, LTD. 0.00% New 7,676 $316K
Transcend Capital Advisors, LLC 0.02% No change 7,644 $314K
Wealthcare Advisory Partners LLC 0.01% Add +0.0% 7,498 $308K
Roman Butler Fullerton & Co. 0.08% Add +0.1% 7,084 $305K
Regatta Capital Group, LLC 0.05% Add +0.1% 7,163 $295K
Foronjy Financial LLC 0.12% Reduce -14.8% 6,610 $272K
Calamos Wealth Management LLC 0.01% New 6,600 $271K
UBS Group AG 0.00% Add +294.4% 6,511 $268K
Drive Wealth Management, LLC 0.06% Reduce -2.6% 6,450 $265K
Corient Private Wealth LP 0.00% Reduce -12.3% 6,111 $251K
Pacific Financial Group Inc. 0.18% Add +0.1% 6,049 $249K
Richardson Capital Management LLC 0.11% No change 5,777 $238K
First Business Financial Services, Inc. 0.02% No change 5,700 $234K
Wood Tarver Financial Group, LLC 0.07% No change 5,707 $234K
SlateStone Wealth, LLC 0.02% Add +0.1% 5,568 $229K
CLG LLC 0.06% New 5,566 $229K
Wealthspire Retirement, LLC 0.01% New 5,417 $223K
Mercer Global Advisors Inc. 0.00% Reduce -18.0% 5,405 $222K
Cullen/Frost Bankers, Inc. 0.00% Add +0.1% 5,313 $218K
Apex Wealth Management, LLC 0.15% New 5,243 $216K
HB Wealth Management, LLC 0.00% New 5,231 $215K
Snowden Capital Advisors LLC 0.01% New 5,046 $207K
LVW Advisors, LLC 0.02% New 5,043 $207K
Traynor Capital Management, Inc. 0.01% New 5,022 $206K
B & T Capital Management DBA Alpha Capital Management 0.03% New 5,004 $206K
Moors & Cabot, Inc. 0.01% New 4,945 $203K
AE Wealth Management LLC 0.00% Add +24.9% 4,592 $189K
O'shaughnessy Asset Management, LLC 0.00% New 4,311 $177K
US Bancorp \de 0.00% No change 4,087 $168K
Golden State Wealth Management, LLC 0.02% Reduce -8.9% 4,079 $168K
IFP Advisors, Inc 0.00% Add +0.1% 3,723 $153K
Capital Analysts, LLC 0.00% Add +688.6% 3,722 $153K
Allworth Financial LP 0.00% No change 3,462 $142K
Atlantic Union Bankshares Corp 0.00% No change 3,051 $125K
CoreCap Advisors, LLC 0.00% Add +82.2% 3,045 $125K
Ameritas Advisory Services, LLC 0.01% Add +6.5% 2,982 $123K
Creative Financial Designs Inc. 0.01% Add +2742.6% 2,871 $118K
Cwm, LLC 0.00% Add +19.8% 2,786 $115K
MAI Capital Management 0.00% New 1,802 $74K
AdvisorNet Financial, Inc 0.00% No change 1,621 $67K
Grey Fox Wealth Advisors, LLC 0.01% New 1,581 $65K
Rogco, LP 0.02% No change 1,521 $63K
Aptus Capital Advisors, LLC 0.00% New 1,514 $62K
Private Trust Co. NA 0.01% No change 1,435 $59K
Bank of Montreal 0.00% New 1,293 $53K
Colonial Trust Advisors 0.00% No change 1,121 $46K
Cornerstone Planning Group LLC 0.01% No change 1,082 $46K
Abound Wealth Management 0.01% Reduce -0.1% 1,092 $45K
Russell Investments Group, Ltd. 0.00% No change 1,082 $44K
Qube Research & Technologies Ltd 0.00% Reduce -50.6% 935 $38K
Comerica Bank 0.00% No change 856 $35K
Costello Asset Management, INC 0.01% New 675 $28K
Larson Financial Group LLC 0.00% Reduce -4.7% 611 $25K
Investors Research Corp 0.00% Reduce -49.7% 608 $25K
Hazlett, Burt & Watson, Inc. 0.01% No change 593 $24K
Heritage Wealth Advisors 0.00% No change 552 $23K
CENTRAL TRUST Co 0.00% No change 440 $18K
Washington Trust Advisors, Inc. 0.00% New 410 $17K
Hughes Financial Services, LLC 0.00% New 315 $13K
Abich Financial Wealth Management LLC 0.00% — 300 $12K
Simplex Trading, LLC 0.00% New 300 $12K
Halbert Hargrove Global Advisors, LLC 0.00% No change 253 $10K
Geneos Wealth Management Inc. 0.00% No change 250 $10K
Fifth Third Bancorp 0.00% No change 231 $9K
Lowe Wealth Advisors, LLC 0.00% No change 101 $4K
Smartleaf Asset Management LLC 0.00% New 66 $3K
LRI Investments, LLC 0.00% New 51 $2K
IAG Wealth Partners, LLC 0.00% No change 28 $1K
CIBC Private Wealth Group LLC 0.00% New 27 $1K
Family Legacy Financial Solutions, LLC 0.00% No change 17 $702
Guerra Advisors Inc 0.00% New 1 $43
Clearstead Advisors, LLC 0.00% New 1 $31

"% 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.