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
FMA Wealth Management, LLC 0.33% Reduce -0.7% 12,140 $506K
Madrona Financial Services, LLC 0.10% No change 11,706 $488K
Advisory Services Network, LLC 0.01% Add +18.1% 11,687 $487K
Nations Financial Group Inc, /Ia/ 0.03% Add +26.9% 11,568 $482K
Advyzon Investment Management, LLC 0.06% Add +3.2% 11,552 $482K
Clear Creek Financial Management, LLC 0.04% No change 11,390 $475K
Regal Investment Advisors LLC 0.03% Add +0.1% 11,211 $468K
Verdence Capital Advisors LLC 0.03% Add +0.1% 11,202 $467K
Goodman Advisory Group, LLC 0.11% Reduce -97.7% 11,153 $465K
Security National Bank 0.07% Reduce -1.1% 11,056 $461K
Maia Wealth LLC 0.08% Add +0.0% 11,529 $454K
Coastal Bridge Advisors, LLC 0.03% Add +0.1% 10,812 $451K
Act Wealth Management, LLC 0.15% Add +0.1% 10,686 $446K
Sigma Planning Corp 0.01% Reduce -6.9% 10,602 $442K
Summit Financial Wealth Advisors, LLC 0.06% New 10,541 $440K
Pasadena Private Wealth, LLC 0.06% New 10,503 $438K
GWN Securities Inc. 0.09% Add +0.1% 10,446 $436K
Beacon Investment Advisory Services, Inc. 0.02% No change 10,021 $418K
Pathstone Holdings, LLC 0.00% Reduce -3.4% 10,002 $417K
EverSource Wealth Advisors, LLC 0.01% Add +0.7% 9,387 $391K
National Wealth Management Group, LLC 0.13% Reduce -5.1% 9,062 $378K
Vestor Capital, LLC 0.03% Reduce -50.3% 4,329 $363K
CLG LLC 0.09% Add +54.9% 8,619 $359K
Sowell Financial Services LLC 0.01% Reduce -71.9% 8,297 $346K
Sage Capital Management, LLC 0.16% Reduce -33.1% 8,266 $345K
Bensler, LLC 0.03% Add +0.1% 7,978 $333K
Arkadios Wealth Advisors 0.01% New 7,931 $331K
Dedeker Financial LLC 0.29% — 7,847 $327K
Transcend Capital Advisors, LLC 0.02% Add +0.0% 7,645 $319K
Foronjy Financial LLC 0.13% Add +14.5% 7,568 $316K
Wealthcare Advisory Partners LLC 0.01% Add +0.0% 7,499 $313K
Arax Advisory Partners 0.01% New 7,338 $306K
Regatta Capital Group, LLC 0.05% Add +0.1% 7,170 $299K
Quantinno Capital Management LP 0.00% Reduce -10.6% 7,157 $298K
UBS Group AG 0.00% Add +9.4% 7,123 $297K
Roman Butler Fullerton & Co. 0.08% Add +0.1% 7,090 $290K
Cozad Asset Management Inc. 0.02% New 6,942 $289K
Opus Financial Solutions LLC 0.27% — 6,738 $281K
Warner Financial, Inc. 0.10% New 6,702 $279K
Mission Wealth Management, LP 0.01% New 6,614 $276K
Calamos Wealth Management LLC 0.01% No change 6,600 $275K
Cullen/Frost Bankers, Inc. 0.00% Add +23.7% 6,572 $274K
Moors & Cabot, Inc. 0.01% Add +29.1% 6,382 $266K
Flagship Harbor Advisors, LLC 0.01% New 6,188 $258K
Bradley Foster & Sargent Inc. 0.00% New 6,111 $255K
Pacific Financial Group Inc. 0.14% Add +0.1% 6,055 $252K
Uptick Partners, LLC 0.05% New 6,029 $251K
EP Wealth Advisors, LLC 0.00% — 5,816 $243K
Corient Private Wealth LP 0.00% Reduce -5.2% 5,796 $242K
Richardson Capital Management LLC 0.12% No change 5,777 $241K
First Business Financial Services, Inc. 0.02% No change 5,700 $238K
Wood Tarver Financial Group, LLC 0.07% No change 5,707 $237K
Integrated Financial Solutions, Inc. 0.17% New 5,639 $235K
SlateStone Wealth, LLC 0.02% Add +0.1% 5,574 $232K
Drive Wealth Management, LLC 0.05% Reduce -14.0% 5,545 $231K
Mercer Global Advisors Inc. 0.00% Add +1.0% 5,460 $228K
Wealthspire Retirement, LLC 0.01% Add +0.1% 5,422 $226K
HB Wealth Management, LLC 0.00% No change 5,231 $218K
Capital Analysts, LLC 0.01% Add +38.6% 5,159 $215K
QRG Capital Management, Inc. 0.00% New 5,123 $214K
O'shaughnessy Asset Management, LLC 0.00% Add +18.1% 5,089 $212K
LVW Advisors, LLC 0.02% No change 5,043 $210K
Apex Wealth Management, LLC 0.21% Reduce -3.2% 5,074 $209K
B & T Capital Management DBA Alpha Capital Management 0.03% No change 5,004 $209K
Traynor Capital Management, Inc. 0.01% Reduce -1.1% 4,968 $207K
Signature Equity Partners, LLC 0.11% — 4,907 $205K
Schmidt P J Investment Management Inc. 0.03% New 4,824 $201K
IFP Advisors, Inc 0.00% Add +24.9% 4,652 $194K
Abound Wealth Management 0.04% Add +296.8% 4,333 $181K
US Bancorp \de 0.00% No change 4,087 $170K
Golden State Wealth Management, LLC 0.02% No change 4,079 $170K
Creative Financial Designs Inc. 0.01% Add +34.3% 3,856 $161K
CoreCap Advisors, LLC 0.00% Add +7.4% 3,269 $136K
Atlantic Union Bankshares Corp 0.00% No change 3,051 $127K
Allworth Financial LP 0.00% Reduce -12.4% 3,034 $127K
AE Wealth Management LLC 0.00% Reduce -46.5% 2,455 $102K
Private Trust Co. NA 0.01% Add +41.4% 2,029 $85K
MAI Capital Management 0.00% Add +5.7% 1,904 $79K
Assetmark, Inc. 0.00% New 1,741 $73K
AdvisorNet Financial, Inc 0.00% No change 1,621 $68K
Aptus Capital Advisors, LLC 0.00% Add +4.9% 1,588 $66K
Rogco, LP 0.02% No change 1,521 $63K
Anchor Investment Management, LLC 0.00% New 1,451 $61K
Colonial Trust Advisors 0.00% No change 1,121 $47K
Russell Investments Group, Ltd. 0.00% No change 1,082 $45K
Cornerstone Planning Group LLC 0.01% No change 1,082 $45K
Costello Asset Management, INC 0.01% Add +51.9% 1,025 $43K
POM Investment Strategies, LLC 0.02% New 928 $39K
Comerica Bank 0.00% No change 856 $36K
Larson Financial Group LLC 0.00% Add +12.4% 687 $29K
IAG Wealth Partners, LLC 0.00% Add +2267.9% 663 $28K
Hazlett, Burt & Watson, Inc. 0.01% Add +0.2% 594 $25K
Heritage Wealth Advisors 0.00% No change 552 $23K
Ancora Advisors LLC 0.00% New 500 $21K
CENTRAL TRUST Co 0.00% No change 440 $18K
Washington Trust Advisors, Inc. 0.00% No change 410 $17K
Garton & Associates Financial Advisors LLC 0.01% — 365 $15K
IFC & Insurance Marketing, Inc. 0.01% — 342 $14K
Bank of Montreal 0.00% Reduce -76.8% 300 $13K
Simplex Trading, LLC 0.00% Reduce -2.7% 292 $12K
Halbert Hargrove Global Advisors, LLC 0.00% No change 253 $11K
Geneos Wealth Management Inc. 0.00% No change 250 $10K
Cornerstone Financial Management LLC 0.01% — 247 $10K
Raleigh Capital Management Inc. 0.00% New 208 $9K
Qube Research & Technologies Ltd 0.00% Reduce -77.9% 207 $9K
SageView Advisory Group, LLC 0.00% New 101 $4K
Fifth Third Bancorp 0.00% Reduce -69.7% 70 $3K
LRI Investments, LLC 0.00% No change 51 $2K
Essential Investment Partners LLC 0.00% — 30 $1K
CIBC Private Wealth Group LLC 0.00% No change 27 $1K
Bartlett & Co. Wealth Management LLC 0.00% New 15 $628
BNP Paribas Financial Markets 0.00% New 6 $250
Clearstead Advisors, LLC 0.00% No change 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.