FELV Institutional Ownership & Shareholders
FIDELITY ENHANCED LC VAL ETF (FELV) is currently held by 190 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.17B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of FELV tracked by InsiderSet, reporting ownership valued at approximately $668.02M in its June 30, 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 $715.51M, representing an estimated gain of +7.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% 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
190
Total Reported Value
$1.17B
Largest Holder
Fmr Llc
Largest Position
$668.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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% | 16,663,093 | $668,023,407 | $715,513,213 | +$47,489,806 | +7.11% | |
| Commonwealth Equity Services, Llc | 0.15% | 2,804,182 | $116,009,015 | $120,411,575 | +$4,402,560 | +3.80% | |
| Citigroup Inc | 0.03% | 1,800,000 | $72,162,000 | $77,292,000 | +$5,130,000 | +7.11% | |
| Lpl Financial Llc | 0.01% | 986,432 | $39,546,060 | $42,357,390 | +$2,811,330 | +7.11% | |
| Independence Financial Advisors, Llc | 7.27% | 700,113 | $28,963,684 | $30,062,852 | +$1,099,168 | +3.79% | |
| Osaic Holdings, Inc. | 0.03% | 579,147 | $23,231,530 | $24,868,572 | +$1,637,042 | +7.05% | |
| Thrivent Financial For Lutherans | 0.03% | 485,013 | $19,444,000 | $20,826,458 | +$1,382,458 | +7.11% | |
| Morgan Stanley | 0.00% | 371,293 | $14,885,137 | $15,943,321 | +$1,058,184 | +7.11% | |
| Raymond James Financial Inc | 0.00% | 364,083 | $14,596,106 | $15,633,724 | +$1,037,618 | +7.11% | |
| Lynch & Associates/In | 1.78% | 300,777 | $12,443,127 | $12,915,364 | +$472,237 | +3.80% | |
| Cetera Investment Advisers | 0.01% | 283,000 | $11,345,485 | $12,152,020 | +$806,535 | +7.11% | |
| Kestra Advisory Services, Llc | 0.03% | 254,215 | $10,516,872 | $10,915,992 | +$399,120 | +3.80% | |
| Advisory Resource Group | 1.43% | 240,918 | $9,966,765 | $10,345,019 | +$378,254 | +3.80% | |
| Weil Company, Inc. | 1.38% | 193,661 | $8,011,765 | $8,315,803 | +$304,038 | +3.79% | |
| Marshall Investment Management, Llc | 2.66% | 159,753 | $6,404,513 | $6,859,794 | +$455,281 | +7.11% | |
| Two Sigma Investments, Lp | 0.00% | 150,300 | $6,025,527 | $6,453,882 | +$428,355 | +7.11% | |
| J.W. Cole Advisors, Inc. | 0.09% | 135,369 | $5,426,959 | $5,812,745 | +$385,786 | +7.11% | |
| Wells Fargo & Company/Mn | 0.00% | 128,947 | $5,169,453 | $5,536,984 | +$367,531 | +7.11% | |
| Investmark Advisory Group Llc | 1.47% | 109,516 | $4,530,698 | $4,702,617 | +$171,919 | +3.79% | |
| Basso Capital Management, L.P. | 1.01% | 104,783 | $4,334,881 | $4,499,382 | +$164,501 | +3.79% | |
| Iht Wealth Management, Llc | 0.09% | 102,687 | $4,116,725 | $4,409,380 | +$292,655 | +7.11% | |
| Mml Investors Services, Llc | 0.01% | 97,145 | $3,894,528 | $4,171,406 | +$276,878 | +7.11% | |
| Envestnet Asset Management Inc | 0.00% | 93,705 | $3,756,617 | $4,023,693 | +$267,076 | +7.11% | |
| Fcg Investment Co | 1.23% | 90,206 | $3,731,818 | $3,873,446 | +$141,628 | +3.80% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 84,590 | $3,391,251 | $3,632,295 | +$241,044 | +7.11% | |
| Royal Bank Of Canada | 0.00% | 82,972 | $3,327,000 | $3,562,818 | +$235,818 | +7.09% | |
| Processus Wealth & Capital Management, Llc | 1.73% | 72,110 | $2,983,191 | $3,096,403 | +$113,212 | +3.80% | |
| Goldman Sachs Group Inc | 0.00% | 63,158 | $2,532,004 | $2,712,005 | +$180,001 | +7.11% | |
| Baird Financial Group, Inc. | 0.00% | 57,961 | $2,323,656 | $2,488,845 | +$165,189 | +7.11% | |
| Newedge Advisors, Llc | 0.01% | 52,263 | $2,095,222 | $2,244,173 | +$148,951 | +7.11% | |
| Principal Securities, Inc. | 0.02% | 47,317 | $1,896,923 | $2,031,792 | +$134,869 | +7.11% | |
| Essex Financial Services, Inc. | 0.09% | 45,984 | $1,843,482 | $1,974,553 | +$131,071 | +7.11% | |
| Sunbelt Securities, Inc. | 0.10% | 47,076 | $1,643,410 | $2,021,443 | +$378,033 | +23.00% | |
| Mercer Global Advisors Inc | 0.00% | 36,733 | $1,472,646 | $1,577,315 | +$104,669 | +7.11% | |
| Investment Advisory Group, Llc | 0.31% | 35,326 | $1,416,215 | $1,516,898 | +$100,683 | +7.11% | |
| Vestia Personal Wealth Advisors | 0.51% | 32,447 | $1,342,352 | $1,393,274 | +$50,922 | +3.79% | |
| Summit Wealth Group Llc / Co | 0.08% | 30,916 | $1,278,995 | $1,327,533 | +$48,538 | +3.80% | |
| Mai Capital Management | 0.00% | 31,609 | $1,267,188 | $1,357,290 | +$90,102 | +7.11% | |
| Creative Planning | 0.00% | 29,872 | $1,235,816 | $1,282,704 | +$46,888 | +3.79% | |
| Harbour Investments, Inc. | 0.01% | 27,557 | $1,104,760 | $1,183,298 | +$78,538 | +7.11% | |
| Citadel Advisors Llc | 0.00% | 25,914 | $1,038,892 | $1,112,747 | +$73,855 | +7.11% | |
| Cra Financial Services, Llc | 0.11% | 23,760 | $982,944 | $1,020,254 | +$37,310 | +3.80% | |
| Focus Partners Wealth | 0.00% | 24,455 | $980,415 | $1,050,098 | +$69,683 | +7.11% | |
| Jfs Wealth Advisors, Llc | 0.05% | 24,024 | $963,136 | $1,031,591 | +$68,455 | +7.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,765 | $957,513 | $977,529 | +$20,016 | +2.09% | |
| Bg Investment Services, Llc | 0.14% | 22,934 | $948,771 | $984,786 | +$36,015 | +3.80% | |
| Wealthspire Retirement, Llc | 0.05% | 22,436 | $899,473 | $963,402 | +$63,929 | +7.11% | |
| Harbor Asset Planning, Inc. | 0.67% | 21,628 | $894,736 | $928,706 | +$33,970 | +3.80% | |
| Mariner, Llc | 0.00% | 20,430 | $819,026 | $877,264 | +$58,238 | +7.11% | |
| Peapack Gladstone Financial Corp | 0.01% | 20,034 | $803,000 | $860,260 | +$57,260 | +7.13% |
Frequently asked questions about FELV
Who are the largest institutional holders of FELV?
The largest institutional holders of FELV reported in the latest SEC Form 13F filings include Fmr Llc, Commonwealth Equity Services, Llc, Citigroup Inc, Lpl Financial Llc, and Independence Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FELV position.
What is FELV institutional ownership?
This page tracks FELV positions reported by institutional investment managers through SEC Form 13F. FIDELITY ENHANCED LC VAL ETF (FELV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FELV?
InsiderSet currently tracks 190 institutional managers reporting FELV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FELV shareholders.
How much FELV stock do institutions own?
Institutional investment managers disclosed approximately $1.17B in FELV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FELV institutional ownership last updated?
The latest FELV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FELV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FELV position after the reporting date.
Are institutions buying or selling FELV?
Institutional buying and selling can be analyzed by comparing FELV positions across consecutive 13F reporting periods. InsiderSet's FELV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FELV ownership changes.
How has FELV institutional ownership changed over time?
InsiderSet tracks FELV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.