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
Advisory Services Network, LLC 0.01% Add +31.7% 15,388 $577K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -39.3% 15,082 $570K
Formidable Asset Management, LLC 0.09% New 13,222 $551K
SHP Wealth Management 0.04% Add +0.1% 14,586 $547K
Gibson Capital, LLC 0.10% No change 14,121 $529K
Sequoia Financial Advisors, LLC 0.00% New 13,504 $506K
Kestra Private Wealth Services, LLC 0.01% Add +0.1% 12,827 $481K
Perennial Advisors, LLC 0.08% No change 12,675 $475K
Janney Montgomery Scott LLC 0.00% Add +0.0% 12,459 $467K
Nations Financial Group Inc, /Ia/ 0.02% Add +7.3% 12,415 $465K
Captrust Financial Advisors 0.00% Reduce -31.2% 12,120 $454K
Savvy Advisors, Inc. 0.01% Reduce -83.8% 11,956 $448K
Madrona Financial Services, LLC 0.10% No change 11,706 $439K
Pennsylvania Capital Management Inc. 0.13% Reduce -8.2% 11,621 $436K
Cullen/Frost Bankers, Inc. 0.00% Add +76.6% 11,606 $435K
FMA Wealth Management, LLC 0.29% Reduce -4.5% 11,595 $435K
Advyzon Investment Management, LLC 0.04% No change 11,552 $433K
Maia Wealth LLC 0.07% Add +0.0% 11,533 $432K
Clear Creek Financial Management, LLC 0.03% No change 11,390 $427K
Regal Investment Advisors LLC 0.02% Add +0.1% 11,217 $421K
Verdence Capital Advisors LLC 0.02% Reduce -0.1% 11,188 $419K
Security National Bank 0.06% No change 11,056 $414K
Coastal Bridge Advisors, LLC 0.03% Add +0.1% 10,822 $406K
Act Wealth Management, LLC 0.13% Add +0.1% 10,695 $401K
HRT Financial LP 0.00% New 10,352 $388K
Beacon Investment Advisory Services, Inc. 0.02% No change 10,021 $376K
Summit Financial, LLC 0.00% New 10,012 $375K
Pathstone Holdings, LLC 0.00% Add +0.1% 10,011 $375K
WCG Wealth Advisors LLC 0.01% New 10,005 $375K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.5% 9,340 $350K
Sigma Planning Corp 0.01% Reduce -11.9% 9,337 $350K
CLG LLC 0.09% Add +6.0% 9,140 $343K
Trust Point Inc. 0.03% New 8,764 $329K
National Wealth Management Group, LLC 0.12% Reduce -3.3% 8,762 $328K
Vestor Capital, LLC 0.02% Add +101.5% 8,724 $327K
Warner Financial, Inc. 0.11% Add +27.0% 8,511 $319K
Sage Capital Management, LLC 0.15% Add +0.1% 8,272 $310K
Cozad Asset Management Inc. 0.02% Add +14.8% 7,971 $299K
Financial Solutions Advisory Group, Inc. 0.04% — 7,852 $294K
Sowell Financial Services LLC 0.01% Reduce -7.5% 7,677 $288K
Bensler, LLC 0.03% Reduce -4.0% 7,660 $287K
Transcend Capital Advisors, LLC 0.02% No change 7,645 $287K
Foronjy Financial LLC 0.12% Add +0.2% 7,582 $284K
Empower Advisory Group, LLC 0.00% Reduce -62.8% 7,502 $281K
Wealthcare Advisory Partners LLC 0.01% No change 7,499 $281K
Roman Butler Fullerton & Co. 0.08% Add +0.1% 7,097 $277K
Gladstone Institutional Advisory LLC 0.01% New 7,323 $275K
Focus Financial Network, Inc. 0.01% New 7,253 $272K
Uptick Partners, LLC 0.05% Add +19.9% 7,227 $271K
Regatta Capital Group, LLC 0.04% Add +0.1% 7,176 $269K
Curi Capital, LLC 0.00% New 6,992 $262K
&partners 0.00% New 6,983 $262K
GWN Securities Inc. 0.05% Reduce -33.4% 6,959 $261K
Creative Financial Designs Inc. 0.02% Add +75.5% 6,768 $254K
Moors & Cabot, Inc. 0.01% Add +4.7% 6,682 $251K
Mission Wealth Management, LP 0.01% No change 6,614 $248K
RDA Financial Network 0.06% New 6,516 $244K
Mayflower Financial Advisors, LLC 0.03% New 6,499 $244K
Bradley Foster & Sargent Inc. 0.00% Add +6.3% 6,493 $243K
Arax Advisory Partners 0.01% Reduce -55.8% 3,247 $237K
Quantinno Capital Management LP 0.00% Reduce -12.0% 6,301 $236K
UBS Group AG 0.00% Reduce -16.5% 5,949 $223K
EP Wealth Advisors, LLC 0.00% Add +0.1% 5,819 $218K
Corient Private Wealth LP 0.00% No change 5,796 $217K
Richardson Capital Management LLC 0.10% No change 5,777 $217K
Meadow Creek Wealth Advisors LLC 0.14% New 5,769 $216K
O'shaughnessy Asset Management, LLC 0.00% Add +13.1% 5,756 $216K
Calamos Wealth Management LLC 0.01% Reduce -13.2% 5,726 $215K
Calamos Advisors LLC 0.00% New 5,726 $215K
First Business Financial Services, Inc. 0.02% No change 5,700 $214K
Wood Tarver Financial Group, LLC 0.06% No change 5,707 $213K
Pasadena Private Wealth, LLC 0.03% Reduce -46.3% 5,645 $212K
Wealthspire Retirement, LLC 0.01% Add +0.1% 5,427 $203K
Opus Financial Solutions LLC 0.19% Reduce -20.6% 5,348 $200K
Ameriprise Financial Inc. 0.00% New 5,347 $200K
Capital Analysts, LLC 0.01% Reduce -2.4% 5,037 $189K
Signature Equity Partners, LLC 0.10% No change 4,907 $184K
Merkkuri Wealth Advisors LLC 0.11% New 4,470 $168K
Allworth Financial LP 0.00% Add +38.8% 4,212 $158K
US Bancorp \de 0.00% Reduce -1.8% 4,014 $150K
Fifth Third Bancorp 0.00% Add +4727.1% 3,379 $127K
Blume Capital Management, Inc. 0.02% New 3,264 $122K
CoreCap Advisors, LLC 0.00% Reduce -5.1% 3,103 $116K
Portfolio Resources Advisor Group, Inc. 0.11% New 2,929 $110K
AE Wealth Management LLC 0.00% Reduce -9.2% 2,229 $84K
Private Trust Co. NA 0.01% Add +3.2% 2,094 $79K
IFP Advisors, Inc 0.00% Reduce -60.0% 1,861 $70K
MAI Capital Management 0.00% Reduce -2.6% 1,854 $70K
Aptus Capital Advisors, LLC 0.00% Add +10.1% 1,748 $66K
AdvisorNet Financial, Inc 0.00% No change 1,621 $61K
Rogco, LP 0.02% No change 1,521 $57K
Anchor Investment Management, LLC 0.00% No change 1,451 $54K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 1,385 $52K
Cornerstone Planning Group LLC 0.01% Reduce -3.6% 1,043 $45K
Golden State Wealth Management, LLC 0.00% Reduce -71.8% 1,150 $43K
Colonial Trust Advisors 0.00% No change 1,121 $42K
Abound Wealth Management 0.01% Reduce -74.8% 1,092 $41K
Costello Asset Management, INC 0.01% No change 1,025 $38K
Jones Financial Companies LLLP 0.00% New 960 $35K
POM Investment Strategies, LLC 0.04% No change 928 $35K
Larson Financial Group LLC 0.00% No change 687 $26K
Goodman Advisory Group, LLC 0.01% Reduce -94.1% 656 $25K
Hazlett, Burt & Watson, Inc. 0.01% No change 594 $22K
Heritage Wealth Advisors 0.00% No change 552 $21K
Ancora Advisors LLC 0.00% No change 500 $19K
PNC Financial Services Group, Inc. 0.00% New 488 $18K
CENTRAL TRUST Co 0.00% No change 440 $16K
Washington Trust Advisors, Inc. 0.00% No change 410 $15K
Group One Trading LLC 0.00% New 300 $11K
Bank of Montreal 0.00% No change 300 $11K
Geneos Wealth Management Inc. 0.00% Add +7.6% 269 $10K
Halbert Hargrove Global Advisors, LLC 0.00% No change 253 $9K
Cornerstone Financial Management LLC 0.01% No change 247 $9K
Archer Investment Corp 0.00% New 204 $8K
Operose Advisors LLC 0.00% New 155 $6K
LRI Investments, LLC 0.00% No change 51 $2K
Simplex Trading, LLC 0.00% Reduce -83.6% 48 $2K
Essential Investment Partners LLC 0.00% No change 30 $1K
Qube Research & Technologies Ltd 0.00% Reduce -87.4% 26 $975
Clearstead Advisors, LLC 0.00% No change 1 $28

"% 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.