FIDELITY ENHANCED LC VAL ETF (FELV) Institutional Shareholders
FIDELITY ENHANCED LC VAL ETF (FELV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $938.98M in FELV holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of FELV tracked by InsiderSet, reporting ownership valued at approximately $564.30M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $688.93M, representing an estimated gain of +22.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed FELV value among the investors covered in this analysis. Major shareholders include Fmr Llc, Commonwealth Equity Services, Llc, Citigroup Inc, and several other long-term asset managers with concentrated positions in FIDELITY ENHANCED LC VAL ETF (FELV).
This page ranks the largest institutional FELV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
166
Total Reported Value
$938.98M
Largest Holder
Fmr Llc
Largest Position
$564.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
145
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.03% | 16,164,365 | $564,297,969 | $688,925,236 | +$124,627,267 | +22.09% | |
| Commonwealth Equity Services, Llc | 0.13% | 2,652,906 | $106,354,994 | $113,066,854 | +$6,711,860 | +6.31% | |
| Citigroup Inc | 0.03% | 1,800,000 | $72,162,000 | $76,716,000 | +$4,554,000 | +6.31% | |
| Independence Financial Advisors, Llc | 6.98% | 671,110 | $26,904,812 | $28,602,708 | +$1,697,896 | +6.31% | |
| Lpl Financial Llc | 0.01% | 729,362 | $25,462,041 | $31,085,408 | +$5,623,367 | +22.09% | |
| Raymond James Financial Inc | 0.00% | 330,129 | $11,524,786 | $14,070,098 | +$2,545,312 | +22.09% | |
| Kestra Advisory Services, Llc | 0.04% | 278,280 | $11,156,246 | $11,860,294 | +$704,048 | +6.31% | |
| Advisory Resource Group | 1.36% | 225,693 | $9,048,032 | $9,619,036 | +$571,004 | +6.31% | |
| Cetera Investment Advisers | 0.01% | 246,013 | $8,588,302 | $10,485,074 | +$1,896,772 | +22.09% | |
| Weil Company, Inc. | 1.46% | 207,185 | $8,306,053 | $8,830,225 | +$524,172 | +6.31% | |
| Osaic Holdings, Inc. | 0.01% | 182,312 | $6,368,295 | $7,770,137 | +$1,401,842 | +22.01% | |
| Marshall Investment Management, Llc | 2.82% | 168,479 | $5,881,584 | $7,180,575 | +$1,298,991 | +22.09% | |
| J.W. Cole Advisors, Inc. | 0.09% | 135,369 | $5,426,959 | $5,769,427 | +$342,468 | +6.31% | |
| Iht Wealth Management, Llc | 0.10% | 123,314 | $4,304,869 | $5,255,643 | +$950,774 | +22.09% | |
| Envestnet Asset Management Inc | 0.00% | 93,705 | $3,756,617 | $3,993,707 | +$237,090 | +6.31% | |
| Fcg Investment Co | 1.13% | 81,415 | $3,263,912 | $3,469,907 | +$205,995 | +6.31% | |
| Investmark Advisory Group Llc | 1.38% | 92,544 | $3,230,729 | $3,944,225 | +$713,496 | +22.08% | |
| Processus Wealth & Capital Management, Llc | 1.73% | 73,794 | $2,958,401 | $3,145,100 | +$186,699 | +6.31% | |
| Royal Bank Of Canada | 0.00% | 84,373 | $2,946,000 | $3,595,977 | +$649,977 | +22.06% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 71,009 | $2,478,942 | $3,026,404 | +$547,462 | +22.08% | |
| Mml Investors Services, Llc | 0.01% | 59,119 | $2,063,834 | $2,519,652 | +$455,818 | +22.09% | |
| Baird Financial Group, Inc. | 0.00% | 57,961 | $2,023,419 | $2,470,298 | +$446,879 | +22.09% | |
| Principal Securities, Inc. | 0.02% | 47,317 | $1,896,923 | $2,016,651 | +$119,728 | +6.31% | |
| Mai Capital Management | 0.01% | 53,618 | $1,871,803 | $2,285,199 | +$413,396 | +22.09% | |
| Wells Fargo & Company/Mn | 0.00% | 49,551 | $1,729,838 | $2,111,864 | +$382,026 | +22.08% | |
| Sunbelt Securities, Inc. | 0.10% | 47,076 | $1,643,410 | $2,006,379 | +$362,969 | +22.09% | |
| Essex Financial Services, Inc. | 0.09% | 46,275 | $1,615,457 | $1,972,240 | +$356,783 | +22.09% | |
| James Investment Research, Inc. | 0.14% | 33,939 | $1,360,628 | $1,446,480 | +$85,852 | +6.31% | |
| Lynch & Associates/In | 0.23% | 33,092 | $1,326,658 | $1,410,381 | +$83,723 | +6.31% | |
| Summit Wealth Group Llc / Co | 0.10% | 31,397 | $1,258,706 | $1,338,140 | +$79,434 | +6.31% | |
| Investment Advisory Group, Llc | 0.32% | 35,782 | $1,249,162 | $1,525,029 | +$275,867 | +22.08% | |
| Vestia Personal Wealth Advisors | 0.55% | 33,713 | $1,176,912 | $1,436,848 | +$259,936 | +22.09% | |
| Creative Planning | 0.00% | 30,986 | $1,081,737 | $1,320,623 | +$238,886 | +22.08% | |
| Newedge Advisors, Llc | 0.05% | 14,225 | $992,967 | $606,270 | -$386,698 | -38.94% | |
| Susquehanna International Group, Llp | 0.00% | 28,150 | $982,717 | $1,199,753 | +$217,036 | +22.09% | |
| Jfs Wealth Advisors, Llc | 0.05% | 24,024 | $963,136 | $1,023,903 | +$60,767 | +6.31% | |
| Cra Financial Services, Llc | 0.11% | 22,898 | $917,991 | $975,913 | +$57,922 | +6.31% | |
| Harbour Investments, Inc. | 0.01% | 25,423 | $887,517 | $1,083,528 | +$196,011 | +22.09% | |
| Mariner, Llc | 0.00% | 24,939 | $870,609 | $1,062,900 | +$192,291 | +22.09% | |
| Focus Partners Wealth | 0.00% | 24,461 | $853,956 | $1,042,528 | +$188,572 | +22.08% | |
| Bg Investment Services, Llc | 0.61% | 21,270 | $852,697 | $906,527 | +$53,830 | +6.31% | |
| Harbor Asset Planning, Inc. | 0.63% | 20,668 | $828,563 | $880,870 | +$52,307 | +6.31% | |
| Morgan Stanley | 0.00% | 22,396 | $781,844 | $954,518 | +$172,674 | +22.09% | |
| Wealthspire Retirement, Llc | 0.05% | 22,247 | $776,631 | $948,167 | +$171,536 | +22.09% | |
| Alchemi Wealth, Llc | 0.35% | 18,390 | $737,255 | $783,782 | +$46,527 | +6.31% | |
| Rwa Wealth Partners, Llc | 0.01% | 20,019 | $698,861 | $853,210 | +$154,349 | +22.09% | |
| Mercer Global Advisors Inc | 0.00% | 19,887 | $694,251 | $847,584 | +$153,333 | +22.09% | |
| Wbh Advisory Inc | 0.05% | 17,202 | $689,618 | $733,149 | +$43,531 | +6.31% | |
| Pks Advisory Services, Llc | 0.10% | 15,648 | $627,343 | $666,918 | +$39,575 | +6.31% | |
| Warner Financial, Inc | 0.18% | 15,273 | $612,297 | $650,935 | +$38,638 | +6.31% |
Frequently asked questions about FELV
Who owns the most FELV stock?
The largest holders of FELV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY ENHANCED LC VAL ETF (FELV).
Is FELV widely held by superinvestors?
Many widely followed stocks like FELV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FELV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.