FIDELITY HEDGED EQUITY ETF (FHEQ) Institutional Shareholders
FIDELITY HEDGED EQUITY ETF (FHEQ) 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 $779.45M in FHEQ holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of FHEQ tracked by InsiderSet, reporting ownership valued at approximately $459.12M 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 $469.58M, representing an estimated gain of +2.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed FHEQ value among the investors covered in this analysis. Major shareholders include Fmr Llc, Keybank National Association/Oh, Southern Financial Group, Llc, and several other long-term asset managers with concentrated positions in FIDELITY HEDGED EQUITY ETF (FHEQ).
This page ranks the largest institutional FHEQ 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
57
Total Reported Value
$779.45M
Largest Holder
Fmr Llc
Largest Position
$459.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.02% | 13,942,392 | $459,122,960 | $469,579,763 | +$10,456,803 | +2.28% | |
| Keybank National Association/Oh | 0.21% | 1,899,530 | $62,551,536 | $63,976,170 | +$1,424,634 | +2.28% | |
| Southern Financial Group, Llc | 8.98% | 1,068,694 | $35,192,111 | $35,993,614 | +$801,503 | +2.28% | |
| Cetera Investment Advisers | 0.03% | 1,054,378 | $34,720,681 | $35,511,451 | +$790,770 | +2.28% | |
| Cgc Financial Services, Llc | 6.53% | 882,395 | $29,057,267 | $29,719,064 | +$661,797 | +2.28% | |
| Great Valley Advisor Group, Inc. | 0.39% | 745,968 | $24,565,000 | $25,124,202 | +$559,202 | +2.28% | |
| Mml Investors Services, Llc | 0.03% | 482,669 | $15,894,285 | $16,256,292 | +$362,007 | +2.28% | |
| Envestnet Asset Management Inc | 0.00% | 461,134 | $15,185,149 | $15,530,993 | +$345,844 | +2.28% | |
| Commonwealth Equity Services, Llc | 0.02% | 415,196 | $13,672,403 | $13,983,801 | +$311,398 | +2.28% | |
| Stifel Financial Corp | 0.01% | 362,171 | $11,926,289 | $12,197,919 | +$271,630 | +2.28% | |
| Truist Financial Corp | 0.01% | 223,537 | $7,361,080 | $7,528,726 | +$167,646 | +2.28% | |
| Taylor Securities Services, Inc. | 2.41% | 179,736 | $5,918,716 | $6,053,508 | +$134,792 | +2.28% | |
| Kestra Advisory Services, Llc | 0.02% | 168,610 | $5,552,318 | $5,678,785 | +$126,467 | +2.28% | |
| Sunbelt Securities, Inc. | 0.35% | 186,147 | $5,476,446 | $6,269,431 | +$792,985 | +14.48% | |
| Raymond James Financial Inc | 0.00% | 157,649 | $5,191,382 | $5,309,618 | +$118,236 | +2.28% | |
| Lpl Financial Llc | 0.00% | 154,574 | $5,090,122 | $5,206,052 | +$115,930 | +2.28% | |
| Aptus Capital Advisors, Llc | 0.04% | 154,258 | $5,079,716 | $5,195,409 | +$115,693 | +2.28% | |
| Prime Capital Investment Advisors, Llc | 0.05% | 150,778 | $4,965,106 | $5,078,203 | +$113,097 | +2.28% | |
| Anson Capital, Inc. | 2.64% | 123,211 | $4,057,348 | $4,149,746 | +$92,398 | +2.28% | |
| Osaic Holdings, Inc. | 0.00% | 99,737 | $3,284,351 | $3,359,142 | +$74,791 | +2.28% | |
| Cfo Capital Management Llc | 2.49% | 102,927 | $3,028,112 | $3,466,581 | +$438,469 | +14.48% | |
| Omnistar Financial Group, Inc. | 1.32% | 86,816 | $2,858,879 | $2,923,963 | +$65,084 | +2.28% | |
| Moneco Advisors, Llc | 0.14% | 70,041 | $2,306,450 | $2,358,981 | +$52,531 | +2.28% | |
| Intrack Investment Management Inc | 0.96% | 58,874 | $1,938,716 | $1,982,876 | +$44,160 | +2.28% | |
| Summit Wealth Partners, Llc | 0.27% | 58,449 | $1,924,726 | $1,968,562 | +$43,836 | +2.28% | |
| Koshinski Asset Management, Inc. | 0.06% | 34,699 | $1,142,638 | $1,168,662 | +$26,024 | +2.28% | |
| Cra Financial Services, Llc | 0.12% | 32,660 | $1,075,494 | $1,099,989 | +$24,495 | +2.28% | |
| Harbour Investments, Inc. | 0.01% | 32,479 | $1,069,533 | $1,093,893 | +$24,360 | +2.28% | |
| Old Mission Capital Llc | 0.03% | 30,552 | $1,006,077 | $1,028,991 | +$22,914 | +2.28% | |
| Grant Private Wealth Management Inc | 0.41% | 29,350 | $966,496 | $988,508 | +$22,012 | +2.28% | |
| Signature Wealth Management Partners, Llc | 0.41% | 26,857 | $884,394 | $904,544 | +$20,150 | +2.28% | |
| Brookstone Capital Management | 0.01% | 23,898 | $786,945 | $804,885 | +$17,940 | +2.28% | |
| Ameritas Advisory Services, Llc | 0.02% | 23,183 | $763,400 | $780,803 | +$17,403 | +2.28% | |
| Madison Wealth Partners, Inc | 0.09% | 20,935 | $689,405 | $705,091 | +$15,686 | +2.28% | |
| Peterson Wealth Advisors, Llc | 0.08% | 20,545 | $676,558 | $691,956 | +$15,398 | +2.28% | |
| Fifth Third Securities, Inc. | 0.03% | 15,502 | $510,481 | $522,107 | +$11,626 | +2.28% | |
| Courier Capital Llc | 0.02% | 11,818 | $389,167 | $398,030 | +$8,863 | +2.28% | |
| Mutual Advisors, Llc | 0.01% | 11,129 | $366,472 | $374,825 | +$8,353 | +2.28% | |
| Delta Investment Management, Llc | 0.06% | 11,064 | $364,349 | $372,636 | +$8,287 | +2.27% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,693 | $319,191 | $326,460 | +$7,269 | +2.28% | |
| Mbl Wealth, Llc | 0.02% | 9,575 | $315,305 | $322,486 | +$7,181 | +2.28% | |
| Elser Financial Planning, Inc | 0.01% | 9,484 | $312,308 | $319,421 | +$7,113 | +2.28% | |
| Breakwater Capital Group | 0.03% | 8,226 | $270,882 | $277,052 | +$6,170 | +2.28% | |
| Royal Bank Of Canada | 0.00% | 7,937 | $261,000 | $267,318 | +$6,318 | +2.42% | |
| Adamsbrown Wealth Consultants Llc | 0.05% | 7,410 | $244,019 | $249,569 | +$5,550 | +2.27% | |
| Portfolio Strategies, Inc. | 0.02% | 7,272 | $239,467 | $244,921 | +$5,454 | +2.28% | |
| Roxbury Financial Llc | 0.18% | 7,046 | $232,028 | $237,309 | +$5,281 | +2.28% | |
| Lido Advisors, Llc | 0.00% | 6,562 | $216,114 | $221,008 | +$4,894 | +2.26% | |
| Jpmorgan Chase & Co | 0.00% | 5,993 | $196,397 | $201,844 | +$5,447 | +2.77% | |
| Bank Of Montreal | 0.00% | 3,300 | $108,669 | $111,144 | +$2,475 | +2.28% |
Frequently asked questions about FHEQ
Who owns the most FHEQ stock?
The largest holders of FHEQ 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 HEDGED EQUITY ETF (FHEQ).
Is FHEQ widely held by superinvestors?
Many widely followed stocks like FHEQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FHEQ 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.