Fidelity YLD Enhan Eqty ETFFYEEETF
13F holders, Q2 2026 (June 30)54holders +10
14new positions
4sold out
1famous investor
$28.89avg. 13F price*
At the end of Q2 2026, 54 institutions reported holding Fidelity YLD Enhan Eqty ETF (FYEE) in their 13F filings, up 10 from Q1 2026. 14 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($20.3M), LPL Financial LLC ($14.0M) and Advisory Resource Group ($8.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity YLD Enhan Eqty ETF
- CUSIP
- 31624J729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.7M |
| Exits | 4 | $16.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,113,410 shares bought and 657,723 shares sold, net +455,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +45.1% | 701,686 | $20.3M |
| LPL Financial LLC | 0.00% | Add +826.8% | 485,922 | $14.0M |
| Advisory Resource Group | 1.27% | Add +3.0% | 291,862 | $8.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +1.6% | 240,180 | $6.9M |
| Sentinel Advisory Group, LLC | 2.47% | Add +13.7% | 209,505 | $6.1M |
| Bleakley Financial Group, LLC | 0.07% | Add +3.9% | 190,220 | $5.5M |
| Cetera Investment Advisers | 0.00% | Reduce -4.3% | 161,110 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.3% | 140,234 | $4.1M |
| TBH Global Asset Management, LLC | 0.55% | Reduce -0.1% | 104,136 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 94,965 | $2.7M |
| Boston Partners | 0.00% | Add +590.9% | 82,420 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.0% | 77,763 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.9% | 69,787 | $2.0M |
| San Luis Wealth Advisors LLC | 0.30% | New | 68,913 | $2.0M |
| Resolute Capital, LLC | 0.59% | Add +32.3% | 58,696 | $1.7M |
| Wealth Effects LLC | 0.42% | Add +4.8% | 53,812 | $1.6M |
| Traynor Capital Management, Inc. | 0.07% | Add +64.2% | 51,848 | $1.5M |
| Mission Financial Group, LLC | 0.98% | — | 40,784 | $1.2M |
| Financial Management Network Inc. | 0.16% | New | 38,595 | $1.1M |
| Summit Wealth Partners, LLC | 0.16% | Add +121.7% | 38,460 | $1.1M |
| Global Trust Asset Management, LLC | 0.34% | Add +78.1% | 37,791 | $1.1M |
| Kraematon Investment Advisors, Inc. | 0.78% | Add +2.7% | 36,143 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | New | 34,647 | $1.0M |
| Spire Wealth Management | 0.02% | Add +0.9% | 23,791 | $687K |
| NFSG Corp | 0.08% | Add +15.3% | 23,680 | $684K |
| Savvy Advisors, Inc. | 0.01% | Add +8.0% | 21,512 | $621K |
| Atria Investments, Inc | 0.01% | Add +123.9% | 21,069 | $609K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 20,600 | $606K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 18,537 | $536K |
| Silver Oak Securities, Incorporated | 0.03% | Add +35.8% | 17,995 | $520K |
| Citadel Advisors | 0.00% | New | 17,608 | $509K |
| Envestnet Asset Management Inc. | 0.00% | Add +40.4% | 16,905 | $488K |
| PFG Investments, LLC | 0.02% | Add +30.1% | 16,000 | $462K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,009 | $318K |
| Hixon Zuercher, LLC | 0.09% | Reduce -41.0% | 10,054 | $290K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 9,189 | $265K |
| RMR Wealth Builders | 0.01% | New | 7,792 | $225K |
| RFG Advisory, LLC | 0.00% | New | 7,445 | $215K |
| MML Investors Services, LLC | 0.00% | New | 7,337 | $212K |
| Parsons Capital Management Inc. | 0.01% | Reduce -22.4% | 7,217 | $209K |
| Summit Financial, LLC | 0.00% | New | 7,002 | $202K |
| Global Retirement Partners, LLC | 0.00% | — | 5,590 | $161K |
| Wellington-Altus USA Inc. | 0.10% | No change | 5,200 | $141K |
| IFP Advisors, Inc | 0.00% | Add +165.9% | 4,521 | $131K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,400 | $127K |
| Royal Bank of Canada | 0.00% | Reduce -74.5% | 3,117 | $90K |
| Osaic Holdings, Inc. | 0.00% | Add +36680.0% | 1,839 | $53K |
| Roxbury Financial LLC | 0.04% | Add +2.2% | 1,706 | $49K |
| Private Trust Co. NA | 0.00% | New | 1,382 | $40K |
| Simplex Trading, LLC | 0.00% | New | 819 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +144.9% | 502 | $15K |
| Holos Integrated Wealth LLC | 0.00% | New | 363 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -100.0% | 1 | $33 |
"% of holder's portfolio" is FYEE's weight in each manager's 13F, not the share of Fidelity YLD Enhan Eqty ETF the manager owns.