Fidelity YLD Enhan Eqty ETFFYEEETF
13F holders, Q1 2026 (March 31)44holders +4
10new positions
8sold out
$27.12avg. 13F price*
At the end of Q1 2026, 44 institutions reported holding Fidelity YLD Enhan Eqty ETF (FYEE) in their 13F filings, up 4 from Q4 2025. 10 opened new positions and 8 sold out. The largest holders were FMR LLC ($15.2M), Commonwealth Equity Services, LLC ($13.1M) and Advisory Resource Group ($7.7M).
- Company
- Fidelity YLD Enhan Eqty ETF
- CUSIP
- 31624J729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.0M |
| Exits | 8 | $13.9M |
All 13F filers, Q4 2025 → Q1 2026: 511,785 shares bought and 892,730 shares sold, net −380,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| FMR LLC | 0.00% | Reduce -23.9% | 560,037 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +12.4% | 483,554 | $13.1M |
| Advisory Resource Group | 1.32% | Add +3.0% | 283,312 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +0.8% | 236,282 | $6.4M |
| Sentinel Advisory Group, LLC | 2.44% | — | 184,349 | $5.0M |
| Bleakley Financial Group, LLC | 0.08% | Add +2.4% | 183,026 | $5.0M |
| Cetera Investment Advisers | 0.00% | Add +73.4% | 168,283 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +261.6% | 137,079 | $3.7M |
| TBH Global Asset Management, LLC | 0.57% | Reduce -52.7% | 104,223 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +61.1% | 97,857 | $2.7M |
| Aptus Capital Advisors, LLC | 0.02% | Add +14.1% | 79,353 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.6% | 74,160 | $2.0M |
| LPL Financial LLC | 0.00% | Add +366.5% | 52,429 | $1.4M |
| Wealth Effects LLC | 0.49% | Add +35.3% | 51,370 | $1.4M |
| Resolute Capital, LLC | 0.49% | Add +13.9% | 44,378 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 35,927 | $975K |
| Kraematon Investment Advisors, Inc. | 0.78% | Add +14.0% | 35,180 | $954K |
| Traynor Capital Management, Inc. | 0.05% | Add +5.8% | 31,575 | $833K |
| Spire Wealth Management | 0.02% | Add +7.9% | 23,570 | $639K |
| Global Trust Asset Management, LLC | 0.22% | Add +66.8% | 21,221 | $576K |
| NFSG Corp | 0.09% | Add +31.9% | 20,534 | $557K |
| Savvy Advisors, Inc. | 0.01% | Add +14.4% | 19,921 | $540K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +52.4% | 18,490 | $502K |
| Summit Wealth Partners, LLC | 0.07% | Add +24.8% | 17,345 | $471K |
| Hixon Zuercher, LLC | 0.14% | New | 17,050 | $463K |
| Old Mission Capital LLC | 0.01% | New | 15,198 | $412K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -5.2% | 13,254 | $360K |
| PFG Investments, LLC | 0.02% | New | 12,300 | $334K |
| Royal Bank of Canada | 0.00% | Add +137.7% | 12,218 | $331K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -88.8% | 12,039 | $327K |
| Boston Partners | 0.00% | New | 11,929 | $324K |
| Financially in Tune, LLC | 0.26% | New | 11,003 | $299K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 10,857 | $286K |
| Atria Investments, Inc | 0.00% | Reduce -65.5% | 9,411 | $255K |
| Parsons Capital Management Inc. | 0.01% | Reduce -5.5% | 9,298 | $252K |
| Wellington-Altus USA Inc. | 0.09% | New | 5,200 | $150K |
| Sunbelt Securities, Inc. | 0.01% | Add +142.1% | 5,537 | $150K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,400 | $119K |
| IFP Advisors, Inc | 0.00% | New | 1,700 | $46K |
| Roxbury Financial LLC | 0.04% | Add +2.6% | 1,669 | $45K |
| UBS Group AG | 0.00% | New | 1,412 | $38K |
| Farther Finance Advisors, LLC | 0.00% | New | 205 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.6% | 5 | $136 |
"% 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.