Fidelity Enh LRG Cap GWTHFELGETF

13F holders, Q1 2026 (March 31)
220holders +7
34new positions
25sold out
$37.48avg. 13F price*

At the end of Q1 2026, 220 institutions reported holding Fidelity Enh LRG Cap GWTH (FELG) in their 13F filings, up 7 from Q4 2025. 34 opened new positions and 25 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($323.7M), Wells Fargo & Company ($265.3M) and Envestnet Asset Management Inc. ($256.8M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions34$36.3M
Exits25$17.5M

All 13F filers, Q4 2025 → Q1 2026: 14,301,241 shares bought and 2,694,416 shares sold, net +11,606,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

Vantagepoint Investment Advisers LLC 2.74% No change 8,634,000 $323.7M
Wells Fargo & Company 0.05% Add +3444.8% 7,075,913 $265.3M
Envestnet Asset Management Inc. 0.07% Add +11.5% 6,848,829 $256.8M
MML Investors Services, LLC 0.64% Reduce -3.5% 6,118,699 $229.4M
Commonwealth Equity Services, LLC 0.21% Reduce -2.9% 4,020,193 $150.7M
LPL Financial LLC 0.04% Add +38.5% 3,832,606 $143.7M
Raymond James Financial Inc. 0.03% Add +116.2% 2,887,325 $108.2M
Kestra Advisory Services, LLC 0.22% Add +92.2% 1,517,007 $56.9M
Independence Financial Advisors, LLC 14.33% Reduce -2.8% 1,273,476 $47.7M
Cetera Investment Advisers 0.05% Add +118.2% 1,253,764 $47.0M
Northwestern Mutual Wealth Management Co. 0.02% Add +11.8% 759,581 $28.5M
Spectrum Investment Advisors, Inc. 12.50% Add +3.7% 670,802 $25.1M
JPMorgan Chase & Co. 0.00% Add +17.7% 593,562 $21.4M
IAG Wealth Partners, LLC 2.26% Add +81457.0% 540,723 $20.3M
Cambridge Investment Research Advisors, Inc. 0.05% Add +14.6% 528,425 $19.8M
Thrivent Financial for Lutherans 0.04% Reduce -18.2% 517,994 $19.4M
FMR LLC 0.00% Add +3.1% 491,120 $18.4M
Osaic Holdings, Inc. 0.03% Reduce -32.1% 475,224 $17.8M
Sentinel Pension Advisors, LLC 2.53% Add +6.8% 456,159 $17.1M
Prepared Retirement Institute LLC 7.38% Add +5.9% 396,798 $14.9M
Advisors Capital Management, LLC 0.17% Add +26.1% 392,352 $14.7M
MLG Wealth Management DBA Pine Grove Financial Group 1.68% Reduce -1.1% 383,558 $14.5M
Principal Securities, Inc. 0.17% Add +30.4% 310,594 $11.6M
Valmark Advisers, Inc. 0.14% Add +44.5% 304,993 $11.4M
Cwm, LLC 0.03% Add +12.9% 274,425 $10.3M
Bleakley Financial Group, LLC 0.16% Reduce -10.3% 269,710 $10.1M
McGlone Suttner Wealth Management, Inc. 1.28% New 257,703 $9.7M
46 Peaks LLC 6.96% Add +8.7% 254,954 $9.6M
Private Advisor Group, LLC 0.04% Add +23.4% 221,019 $8.3M
Northwest Wealth Advisors, LLC 5.12% Add +13.8% 191,167 $7.2M
Integrated Wealth Concepts LLC 0.05% Add +8.6% 173,832 $6.5M
Independent Advisor Alliance 0.07% New 172,510 $6.5M
B. Riley Wealth Advisors, Inc. 0.39% New 168,708 $6.1M
Susquehanna International Group, LLP 0.01% Add +1016.4% 156,034 $5.8M
Menora Mivtachim Holdings LTD. 0.02% Reduce -37.8% 138,502 $5.2M
Merit Financial Group, LLC 0.04% Add +198.4% 129,480 $4.9M
Farther Finance Advisors, LLC 0.05% Add +19.0% 128,140 $4.9M
Cannon Wealth Management Services, LLC 3.17% Add +9.1% 124,886 $4.7M
Flagship Wealth Advisors, LLC 1.99% Reduce -18.4% 125,041 $4.6M
Pathfinder Wealth Consulting, Inc. 2.85% Add +16.3% 117,407 $4.4M
Greenwood Capital Associates LLC 0.45% Add +13.8% 108,113 $4.1M
Sanctuary Advisors, LLC 0.02% Reduce -13.2% 98,501 $3.7M
Silverlake Wealth Management LLC 0.75% Add +0.7% 95,259 $3.6M
Truist Financial Corp. 0.00% Reduce -49.4% 87,962 $3.3M
Investmark Advisory Group LLC 1.32% Add +2.7% 82,231 $3.1M
Lido Advisors, LLC 0.01% Add +9.6% 80,527 $3.0M
Linscomb Wealth, Inc. 0.12% New 71,671 $2.7M
NewEdge Advisors, LLC 0.01% Add +35.9% 70,391 $2.6M
Castleview Partners, LLC 1.28% Add +14.7% 66,793 $2.5M
Nova Wealth Management, Inc. 1.25% Reduce -2.7% 51,214 $1.9M
Creative Planning 0.00% Reduce -18.3% 49,556 $1.9M
Harbour Investments, Inc. 0.03% Add +21.9% 47,404 $1.8M
Rollins Financial Advisors, LLC 0.28% Reduce -11.3% 47,204 $1.8M
Mariner, LLC 0.00% Add +52.6% 46,445 $1.7M
Baron Wealth Management LLC 0.47% Add +9.6% 41,908 $1.6M
InTrack Investment Management Inc 0.88% Reduce -6.9% 41,008 $1.5M
Hilltop Holdings Inc. 0.13% Reduce -0.4% 38,710 $1.5M
Sugar Maple Asset Management, LLC 0.86% New 37,776 $1.4M
Stifel Financial Corp. 0.00% Add +65.6% 37,748 $1.4M
Jane Street Group, LLC 0.00% New 36,592 $1.4M
Royal Bank of Canada 0.00% Reduce -30.1% 35,482 $1.3M
Rolek Wealth Management LLC 0.94% Reduce -1.9% 34,766 $1.3M
Sunbelt Securities, Inc. 0.08% Reduce -14.6% 34,585 $1.3M
Bank of America Corp. 0.00% Reduce -48.5% 32,988 $1.2M
HighTower Advisors, LLC 0.00% Add +31.3% 32,296 $1.2M
Focus Partners Wealth 0.00% Add +1.0% 29,768 $1.1M
Ball & Co Wealth Management Inc. 0.90% Add +0.9% 28,844 $1.1M
Soltis Investment Advisors LLC 0.07% New 28,528 $1.1M
Sovran Advisors, LLC 0.08% Reduce -37.1% 25,189 $1.1M
Infinity Wealth Counsel, LLC 0.94% Add +1.1% 27,375 $1.0M
Redwood Financial Network Corp 0.65% Add +2.5% 26,444 $991K
LaSalle St. Investment Advisors, LLC 0.14% Add +19.6% 25,701 $964K
Element Wealth, LLC 0.40% Add +34.6% 25,648 $962K
Summit Wealth Group LLC / Co. 0.10% Add +0.0% 25,090 $941K
Key Financial Inc 0.16% No change 23,835 $894K
Mercer Global Advisors Inc. 0.00% Add +322.5% 23,067 $865K
Pure Financial Advisors, LLC 0.01% Reduce -4.1% 22,591 $847K
Elm3 Financial Group, LLC 0.66% Add +0.6% 20,830 $781K
Stratos Wealth Partners, LTD. 0.01% Add +55.4% 20,828 $781K
Triad Wealth Partners, LLC 0.06% New 20,742 $778K
TrustWell Financial Advisors, LLC 0.73% No change 20,733 $777K
IHT Wealth Management, LLC 0.02% New 20,380 $764K
Financial Partners Group, Inc 0.09% Reduce -2.8% 20,222 $758K
Bay Capital Advisors, LLC 0.45% Add +1.3% 19,360 $726K
Hicks Capital Management LLC 0.72% New 19,271 $722K
Kuhn & Co Investment Counsel 0.45% Add +3.7% 18,507 $694K
Atria Investments, Inc 0.01% Reduce -76.9% 18,213 $683K
Flagship Harbor Advisors, LLC 0.03% Add +193.6% 18,170 $681K
Geneva Partners, LLC 0.33% Reduce -6.4% 18,123 $679K
Summit Financial Wealth Advisors, LLC 0.10% Add +71.1% 18,037 $676K
Godfrey Financial Associates, Inc. 0.56% Reduce -2.0% 17,404 $652K
Traphagen Investment Advisors LLC 0.05% Reduce -6.6% 17,010 $638K
Pacific Financial Group Inc. 0.34% Add +175.2% 16,663 $625K
Morgan Stanley 0.00% Reduce -2.4% 16,561 $621K
Valeo Financial Advisors, LLC 0.01% Reduce -5.7% 16,538 $620K
Steward Partners Investment Advisory, LLC 0.00% Add +20.3% 16,219 $608K
Equitable Holdings, Inc. 0.00% Reduce -98.6% 14,477 $604K
Wedbush Securities Inc. 0.02% Reduce -2.9% 15,554 $583K
Stratos Investment Management, LLC 0.02% Add +2.6% 15,548 $583K
Charter Capital Management, LLC\DE 0.29% Add +7.0% 15,456 $579K

"% 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 220 holders