Fidelity YLD Enhan Eqty ETFFYEEETF
13F holders, Q4 2025 (December 31)40holders +19
22new positions
3sold out
1famous investor
$28.66avg. 13F price*
At the end of Q4 2025, 40 institutions reported holding Fidelity YLD Enhan Eqty ETF (FYEE) in their 13F filings, up 19 from Q3 2025. 22 opened new positions and 3 sold out. The largest holders were FMR LLC ($21.1M), Commonwealth Equity Services, LLC ($12.3M) and Goldman Sachs Group Inc. ($8.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $30.6M |
| Exits | 3 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,697,714 shares bought and 172,278 shares sold, net +1,525,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| FMR LLC | 0.00% | No change | 736,000 | $21.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +687.0% | 430,111 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.8% | 288,766 | $8.3M |
| Advisory Resource Group | 1.39% | Add +1.2% | 275,109 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.08% | New | 234,336 | $6.7M |
| TBH Global Asset Management, LLC | 1.05% | Add +192.4% | 220,339 | $6.3M |
| Bleakley Financial Group, LLC | 0.09% | New | 178,814 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 107,794 | $3.1M |
| Cetera Investment Advisers | 0.00% | New | 97,074 | $2.8M |
| Kestra Investment Management, LLC | 0.06% | New | 92,480 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +31.1% | 74,570 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | New | 69,542 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +69.2% | 60,733 | $1.7M |
| Pasadena Private Wealth, LLC | 0.16% | New | 40,945 | $1.2M |
| Resolute Capital, LLC | 0.47% | — | 38,967 | $1.1M |
| Wealth Effects LLC | 0.34% | New | 37,980 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 37,910 | $1.1M |
| Herbst Group, LLC | 0.55% | New | 32,705 | $938K |
| Kraematon Investment Advisors, Inc. | 0.71% | New | 30,871 | $885K |
| Traynor Capital Management, Inc. | 0.05% | Add +114.0% | 29,854 | $856K |
| Atria Investments, Inc | 0.01% | Add +89.8% | 27,319 | $784K |
| Spire Wealth Management | 0.02% | Add +457.0% | 21,846 | $627K |
| Savvy Advisors, Inc. | 0.02% | New | 17,420 | $500K |
| NFSG Corp | 0.07% | Add +137.4% | 15,562 | $446K |
| Citadel Advisors | 0.00% | New | 14,508 | $416K |
| Silver Oak Securities, Incorporated | 0.03% | Add +52.2% | 13,973 | $403K |
| Summit Wealth Partners, LLC | 0.07% | New | 13,900 | $399K |
| Global Trust Asset Management, LLC | 0.14% | New | 12,724 | $365K |
| LPL Financial LLC | 0.00% | New | 11,239 | $322K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 12,133 | $296K |
| Parsons Capital Management Inc. | 0.02% | New | 9,844 | $282K |
| Retirement Planning Group, LLC / NY | 0.17% | Reduce -0.5% | 8,523 | $244K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,594 | $160K |
| Royal Bank of Canada | 0.00% | New | 5,141 | $147K |
| AdvisorNet Financial, Inc | 0.01% | New | 4,400 | $126K |
| Sunbelt Securities, Inc. | 0.00% | Add +696.9% | 2,287 | $66K |
| Roxbury Financial LLC | 0.04% | Add +225.2% | 1,626 | $47K |
| Osaic Holdings, Inc. | 0.00% | Add +1.6% | 1,291 | $37K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 506 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $6K |
"% 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.