Fidelity Enh LRG Cap GWTHFELGETF

13F holders, Q4 2025 (December 31)
213holders +27
26new positions
10sold out
1famous investor
$41.71avg. 13F price*

At the end of Q4 2025, 213 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 27 from Q3 2025. 26 opened new positions and 10 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($360.0M), MML Investors Services, LLC ($264.5M) and Envestnet Asset Management Inc. ($256.1M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions26$26.6M
Exits10$25.0M

All 13F filers, Q3 2025 → Q4 2025: 5,736,209 shares bought and 1,441,551 shares sold, net +4,294,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 213 holders

Vantagepoint Investment Advisers LLC 2.90% Add +4.9% 8,634,000 $360.0M
MML Investors Services, LLC 0.64% Add +4.7% 6,343,591 $264.5M
Envestnet Asset Management Inc. 0.08% Add +0.0% 6,141,344 $256.1M
Commonwealth Equity Services, LLC 0.23% Add +33.2% 4,141,753 $172.7M
LPL Financial LLC 0.03% Add +45.4% 2,767,311 $115.4M
Raymond James Financial Inc. 0.02% Add +47.9% 1,335,717 $55.7M
Independence Financial Advisors, LLC 15.02% Add +69.2% 1,310,736 $54.7M
Equitable Holdings, Inc. 0.29% Add +7.6% 1,029,490 $42.9M
Kestra Advisory Services, LLC 0.14% Add +26.7% 789,484 $32.9M
Osaic Holdings, Inc. 0.04% Add +5.1% 700,228 $29.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +12.4% 679,467 $28.3M
Spectrum Investment Advisors, Inc. 13.52% Reduce -4.5% 646,769 $27.0M
Thrivent Financial for Lutherans 0.05% Add +2.7% 633,346 $26.6M
Cetera Investment Advisers 0.03% Add +3.8% 574,516 $24.0M
JPMorgan Chase & Co. 0.00% Add +0.9% 504,152 $21.0M
FMR LLC 0.00% Add +1.0% 476,256 $19.9M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -24.4% 461,246 $19.2M
Sentinel Pension Advisors, LLC 2.74% Add +8.2% 427,214 $17.8M
MLG Wealth Management DBA Pine Grove Financial Group 1.95% — 387,709 $16.2M
Prepared Retirement Institute LLC 7.87% Add +1.7% 374,809 $15.6M
Advisors Capital Management, LLC 0.15% Add +25.6% 311,137 $13.0M
Bleakley Financial Group, LLC 0.22% New 300,801 $12.5M
B&D White Capital Company, LLC 1.33% Add +273.9% 275,092 $11.5M
Cwm, LLC 0.03% Add +8623.6% 243,039 $10.1M
Principal Securities, Inc. 0.15% Add +8.2% 238,138 $9.9M
46 Peaks LLC 7.17% — 234,488 $9.8M
Menora Mivtachim Holdings LTD. 0.04% Add +9.3% 222,602 $9.3M
Valmark Advisers, Inc. 0.11% Add +49.8% 211,123 $8.8M
Wells Fargo & Company 0.00% Add +43.6% 199,611 $8.3M
Private Advisor Group, LLC 0.04% Add +29.1% 179,062 $7.5M
Truist Financial Corp. 0.01% Reduce -15.5% 173,832 $7.2M
Northwest Wealth Advisors, LLC 5.45% — 168,015 $7.0M
Integrated Wealth Concepts LLC 0.08% Add +3.6% 160,079 $6.7M
Flagship Wealth Advisors, LLC 1.86% Add +10.4% 153,304 $6.4M
Cannon Wealth Management Services, LLC 3.37% New 114,424 $4.8M
Sanctuary Advisors, LLC 0.03% Add +17.3% 113,462 $4.7M
Farther Finance Advisors, LLC 0.05% Add +690.0% 107,697 $4.5M
Pathfinder Wealth Consulting, Inc. 2.66% — 100,959 $4.2M
Greenwood Capital Associates LLC 0.43% Add +44.8% 95,010 $4.0M
Silverlake Wealth Management LLC 0.89% Add +2.8% 94,634 $3.9M
Investmark Advisory Group LLC 1.42% Add +18.2% 80,037 $3.3M
Atria Investments, Inc 0.04% Reduce -2.2% 78,719 $3.3M
Savvy Advisors, Inc. 0.10% New 73,736 $3.1M
Lido Advisors, LLC 0.01% Add +0.7% 73,497 $3.0M
Bank of America Corp. 0.00% Reduce -27.4% 64,061 $2.7M
Creative Planning 0.00% Add +25.4% 60,674 $2.5M
Castleview Partners, LLC 1.20% Reduce -9.6% 58,251 $2.4M
Rollins Financial Advisors, LLC 0.33% Reduce -1.3% 53,229 $2.2M
Nova Wealth Management, Inc. 1.50% Reduce -3.3% 52,628 $2.2M
NewEdge Advisors, LLC 0.01% Add +51.4% 51,786 $2.2M
Royal Bank of Canada 0.00% Add +34.0% 50,746 $2.1M
InTrack Investment Management Inc 1.03% Reduce -0.5% 44,035 $1.8M
Merit Financial Group, LLC 0.01% Add +18.2% 43,394 $1.8M
Sunbelt Securities, Inc. 0.11% Add +154.6% 40,505 $1.7M
Sovran Advisors, LLC 0.14% Add +7.7% 40,019 $1.7M
Global Retirement Partners, LLC 0.03% Add +74.7% 39,572 $1.7M
Harbour Investments, Inc. 0.03% Add +13.8% 38,905 $1.6M
Hilltop Holdings Inc. 0.10% Reduce -2.5% 38,873 $1.6M
Baron Wealth Management LLC 0.49% Add +172.2% 38,248 $1.6M
Rolek Wealth Management LLC 1.01% Add +2.2% 35,441 $1.5M
Citadel Advisors 0.00% Add +30.9% 33,375 $1.4M
Mariner, LLC 0.00% Add +32.4% 30,432 $1.3M
Focus Partners Wealth 0.00% New 29,485 $1.2M
Ball & Co Wealth Management Inc. 0.77% Add +0.3% 28,580 $1.2M
Infinity Wealth Counsel, LLC 1.03% Add +13.6% 27,075 $1.1M
Redwood Financial Network Corp 0.69% Add +3.2% 25,809 $1.1M
Summit Wealth Group LLC / Co. 0.14% New 25,087 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +43.5% 24,862 $1.0M
HighTower Advisors, LLC 0.00% Reduce -0.9% 24,597 $1.0M
Key Financial Inc 0.18% No change 23,835 $994K
Pure Financial Advisors, LLC 0.01% Add +3.1% 23,567 $983K
Stifel Financial Corp. 0.00% Add +33.9% 22,791 $950K
IFG Advisory, LLC 0.04% Add +3.4% 22,403 $934K
LaSalle St. Investment Advisors, LLC 0.14% Add +3.7% 21,495 $896K
TrustWell Financial Advisors, LLC 0.84% — 20,733 $865K
Elm3 Financial Group, LLC 0.72% Add +45.4% 20,709 $864K
Financial Partners Group, Inc 0.10% Reduce -37.2% 20,811 $853K
Empower Advisory Group, LLC 0.00% Add +151.1% 20,167 $841K
Geneva Partners, LLC 0.29% Add +1.0% 19,366 $808K
Bay Capital Advisors, LLC 0.49% Reduce -1.3% 19,107 $797K
Element Wealth, LLC 0.33% Add +33.7% 19,052 $794K
Traphagen Investment Advisors LLC 0.06% Add +0.1% 18,219 $760K
Kuhn & Co Investment Counsel 0.50% Add +16.1% 17,847 $744K
Godfrey Financial Associates, Inc. 0.64% — 17,753 $740K
Captrust Financial Advisors 0.00% Reduce -2.7% 17,624 $735K
Valeo Financial Advisors, LLC 0.02% Add +0.1% 17,535 $731K
Morgan Stanley 0.00% Add +6.3% 16,969 $708K
Wedbush Securities Inc. 0.02% Add +12.4% 16,017 $668K
Stratos Investment Management, LLC 0.03% Add +10.9% 15,150 $632K
SHP Wealth Management 0.05% — 14,575 $608K
Charter Capital Management, LLC\DE 0.31% Reduce -0.5% 14,446 $602K
Gibson Capital, LLC 0.11% Reduce -13.0% 14,121 $589K
Susquehanna International Group, LLP 0.00% Reduce -78.7% 13,977 $583K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.1% 13,903 $580K
Steward Partners Investment Advisory, LLC 0.00% Add +42.2% 13,488 $562K
Stratos Wealth Partners, LTD. 0.01% Add +74.6% 13,401 $559K
Kestra Private Wealth Services, LLC 0.01% Reduce -29.7% 12,819 $535K
Perennial Advisors, LLC 0.09% No change 12,675 $529K
Pennsylvania Capital Management Inc. 0.14% No change 12,657 $528K
Janney Montgomery Scott LLC 0.00% No change 12,458 $520K

"% 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 213 holders