FHEQ Institutional Ownership & Shareholders
FIDELITY HEDGED EQUITY ETF (FHEQ) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $789.53M 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 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 $460.94M, representing an estimated gain of +0.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed FHEQ value among the investors covered in this analysis. Major shareholders include Fmr Llc, Keybank National Association/Oh, Cetera Investment Advisers, 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
63
Total Reported Value
$789.53M
Largest Holder
Fmr Llc
Largest Position
$459.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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 | $460,935,480 | +$1,812,520 | +0.39% | |
| Keybank National Association/Oh | 0.21% | 1,899,530 | $62,551,536 | $62,798,462 | +$246,926 | +0.39% | |
| Cetera Investment Advisers | 0.03% | 1,054,378 | $34,720,681 | $34,857,737 | +$137,056 | +0.39% | |
| Southern Financial Group, Llc | 9.04% | 983,678 | $33,110,621 | $32,520,395 | -$590,226 | -1.78% | |
| Cgc Financial Services, Llc | 6.71% | 898,335 | $30,237,956 | $29,698,955 | -$539,001 | -1.78% | |
| Great Valley Advisor Group, Inc. | 0.39% | 745,968 | $24,565,000 | $24,661,702 | +$96,702 | +0.39% | |
| Mml Investors Services, Llc | 0.03% | 482,669 | $15,894,285 | $15,957,037 | +$62,752 | +0.39% | |
| Envestnet Asset Management Inc | 0.00% | 461,134 | $15,185,149 | $15,245,090 | +$59,941 | +0.39% | |
| Commonwealth Equity Services, Llc | 0.02% | 398,679 | $13,419,526 | $13,180,328 | -$239,198 | -1.78% | |
| Stifel Financial Corp | 0.01% | 362,171 | $11,926,289 | $11,973,373 | +$47,084 | +0.39% | |
| Taylor Securities Services, Inc. | 2.57% | 191,113 | $6,432,876 | $6,318,196 | -$114,680 | -1.78% | |
| Kestra Advisory Services, Llc | 0.02% | 181,521 | $6,109,991 | $6,001,084 | -$108,907 | -1.78% | |
| Prime Capital Investment Advisors, Llc | 0.06% | 177,756 | $5,983,255 | $5,876,613 | -$106,642 | -1.78% | |
| Sunbelt Securities, Inc. | 0.35% | 186,147 | $5,476,446 | $6,154,020 | +$677,574 | +12.37% | |
| Raymond James Financial Inc | 0.00% | 157,649 | $5,191,382 | $5,211,876 | +$20,494 | +0.39% | |
| Lpl Financial Llc | 0.00% | 154,574 | $5,090,122 | $5,110,216 | +$20,094 | +0.39% | |
| Aptus Capital Advisors, Llc | 0.04% | 154,258 | $5,079,716 | $5,099,769 | +$20,053 | +0.39% | |
| Omnistar Financial Group, Inc. | 1.83% | 125,043 | $4,208,960 | $4,133,922 | -$75,038 | -1.78% | |
| Anson Capital, Inc. | 2.60% | 118,625 | $3,992,902 | $3,921,743 | -$71,159 | -1.78% | |
| Signature Wealth Management Partners, Llc | 1.47% | 102,313 | $3,443,864 | $3,382,468 | -$61,396 | -1.78% | |
| Seacrest Wealth Management, Llc | 0.39% | 101,992 | $3,433,051 | $3,371,856 | -$61,195 | -1.78% | |
| Osaic Holdings, Inc. | 0.00% | 99,737 | $3,284,351 | $3,297,305 | +$12,954 | +0.39% | |
| Kestra Private Wealth Services, Llc | 0.03% | 92,642 | $3,118,329 | $3,062,745 | -$55,584 | -1.78% | |
| Cfo Capital Management Llc | 2.49% | 102,927 | $3,028,112 | $3,402,767 | +$374,655 | +12.37% | |
| Truist Financial Corp | 0.00% | 71,193 | $2,396,368 | $2,353,641 | -$42,727 | -1.78% | |
| Moneco Advisors, Llc | 0.14% | 70,041 | $2,306,450 | $2,315,555 | +$9,105 | +0.39% | |
| Intrack Investment Management Inc | 1.11% | 67,962 | $2,287,612 | $2,246,824 | -$40,788 | -1.78% | |
| Summit Wealth Partners, Llc | 0.27% | 58,449 | $1,924,726 | $1,932,324 | +$7,598 | +0.39% | |
| Midwest Professional Planners, Ltd. | 0.34% | 50,985 | $1,716,155 | $1,685,564 | -$30,591 | -1.78% | |
| Global Trust Asset Management, Llc | 0.45% | 43,137 | $1,452,006 | $1,426,109 | -$25,897 | -1.78% | |
| Koshinski Asset Management, Inc. | 0.06% | 34,699 | $1,167,968 | $1,147,149 | -$20,819 | -1.78% | |
| Cra Financial Services, Llc | 0.12% | 33,260 | $1,119,532 | $1,099,576 | -$19,956 | -1.78% | |
| Harbour Investments, Inc. | 0.01% | 32,479 | $1,069,533 | $1,073,756 | +$4,223 | +0.39% | |
| Old Mission Capital Llc | 0.03% | 30,552 | $1,006,077 | $1,010,049 | +$3,972 | +0.39% | |
| Grant Private Wealth Management Inc | 0.43% | 28,600 | $962,676 | $945,516 | -$17,160 | -1.78% | |
| Brookstone Capital Management | 0.01% | 24,280 | $817,259 | $802,697 | -$14,562 | -1.78% | |
| Ameritas Advisory Services, Llc | 0.02% | 23,183 | $763,400 | $766,430 | +$3,030 | +0.40% | |
| Madison Wealth Partners, Inc | 0.09% | 20,935 | $689,405 | $692,111 | +$2,706 | +0.39% | |
| Peterson Wealth Advisors, Llc | 0.08% | 19,864 | $668,612 | $656,704 | -$11,908 | -1.78% | |
| Courier Capital Llc | 0.02% | 11,818 | $397,794 | $390,703 | -$7,091 | -1.78% | |
| Mutual Advisors, Llc | 0.01% | 11,129 | $366,472 | $367,925 | +$1,453 | +0.40% | |
| Delta Investment Management, Llc | 0.06% | 11,064 | $364,349 | $365,776 | +$1,427 | +0.39% | |
| Adamsbrown Wealth Consultants Llc | 0.06% | 10,393 | $349,816 | $343,593 | -$6,223 | -1.78% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 10,000 | $336,600 | $330,600 | -$6,000 | -1.78% | |
| Breakwater Capital Group | 0.04% | 9,877 | $332,471 | $326,534 | -$5,937 | -1.79% | |
| Elser Financial Planning, Inc | 0.01% | 9,484 | $319,231 | $313,541 | -$5,690 | -1.78% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,693 | $319,191 | $320,451 | +$1,260 | +0.39% | |
| Richards, Merrill & Peterson, Inc. | 0.08% | 7,800 | $262,548 | $257,868 | -$4,680 | -1.78% | |
| Royal Bank Of Canada | 0.00% | 7,937 | $261,000 | $262,397 | +$1,397 | +0.54% | |
| Portfolio Strategies, Inc. | 0.02% | 7,272 | $239,467 | $240,412 | +$945 | +0.39% |
Frequently asked questions about FHEQ
Who are the largest institutional holders of FHEQ?
The largest institutional holders of FHEQ reported in the latest SEC Form 13F filings include Fmr Llc, Keybank National Association/Oh, Cetera Investment Advisers, Southern Financial Group, Llc, and Cgc Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported FHEQ position.
What is FHEQ institutional ownership?
This page tracks FHEQ positions reported by institutional investment managers through SEC Form 13F. FIDELITY HEDGED EQUITY ETF (FHEQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FHEQ?
InsiderSet currently tracks 63 institutional managers reporting FHEQ 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 FHEQ shareholders.
How much FHEQ stock do institutions own?
Institutional investment managers disclosed approximately $789.53M in FHEQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FHEQ institutional ownership last updated?
The latest FHEQ 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 FHEQ 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 FHEQ position after the reporting date.
Are institutions buying or selling FHEQ?
Institutional buying and selling can be analyzed by comparing FHEQ positions across consecutive 13F reporting periods. InsiderSet's FHEQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FHEQ ownership changes.
How has FHEQ institutional ownership changed over time?
InsiderSet tracks FHEQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.