FIDELITY YLD ENHAN EQTY ETF (FYEE) Institutional Shareholders
FIDELITY YLD ENHAN EQTY ETF (FYEE) 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 $100.44M in FYEE holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FYEE tracked by InsiderSet, reporting ownership valued at approximately $20.27M 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 $20.80M, representing an estimated gain of +2.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed FYEE value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Lpl Financial Llc, Advisory Resource Group, and several other long-term asset managers with concentrated positions in FIDELITY YLD ENHAN EQTY ETF (FYEE).
This page ranks the largest institutional FYEE 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
53
Total Reported Value
$100.44M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$20.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.03% | 701,686 | $20,271,694 | $20,804,990 | +$533,296 | +2.63% | |
| Lpl Financial Llc | 0.00% | 485,922 | $14,038,293 | $14,407,587 | +$369,294 | +2.63% | |
| Advisory Resource Group | 1.27% | 291,862 | $8,431,893 | $8,653,708 | +$221,815 | +2.63% | |
| Concurrent Investment Advisors, Llc | 0.06% | 240,180 | $6,938,795 | $7,121,337 | +$182,542 | +2.63% | |
| Sentinel Advisory Group, Llc | 2.47% | 209,505 | $6,052,586 | $6,211,823 | +$159,237 | +2.63% | |
| Bleakley Financial Group, Llc | 0.07% | 190,220 | $5,495,452 | $5,640,023 | +$144,571 | +2.63% | |
| Cetera Investment Advisers | 0.00% | 161,110 | $4,654,458 | $4,776,912 | +$122,454 | +2.63% | |
| Kestra Private Wealth Services, Llc | 0.04% | 140,234 | $4,051,360 | $4,157,938 | +$106,578 | +2.63% | |
| Tbh Global Asset Management, Llc | 0.55% | 104,136 | $3,008,478 | $3,087,632 | +$79,154 | +2.63% | |
| Boston Partners | 0.00% | 82,420 | $2,381,119 | $2,443,753 | +$62,634 | +2.63% | |
| Aptus Capital Advisors, Llc | 0.02% | 77,763 | $2,246,573 | $2,305,673 | +$59,100 | +2.63% | |
| Newedge Advisors, Llc | 0.01% | 69,787 | $2,016,150 | $2,069,185 | +$53,035 | +2.63% | |
| San Luis Wealth Advisors Llc | 0.30% | 68,913 | $1,990,909 | $2,043,270 | +$52,361 | +2.63% | |
| Resolute Capital, Llc | 0.59% | 58,696 | $1,695,713 | $1,740,336 | +$44,623 | +2.63% | |
| Wealth Effects Llc | 0.42% | 53,812 | $1,554,624 | $1,595,526 | +$40,902 | +2.63% | |
| Traynor Capital Management, Inc. | 0.07% | 51,848 | $1,497,892 | $1,537,293 | +$39,401 | +2.63% | |
| Mission Financial Group, Llc | 0.98% | 40,784 | $1,178,244 | $1,209,246 | +$31,002 | +2.63% | |
| Financial Management Network Inc | 0.16% | 38,595 | $1,126,588 | $1,144,342 | +$17,754 | +1.58% | |
| Summit Wealth Partners, Llc | 0.16% | 38,460 | $1,111,109 | $1,140,339 | +$29,230 | +2.63% | |
| Kraematon Investment Advisors, Inc | 0.78% | 36,143 | $1,044,159 | $1,071,640 | +$27,481 | +2.63% | |
| Kestra Advisory Services, Llc | 0.00% | 34,647 | $1,000,940 | $1,027,284 | +$26,344 | +2.63% | |
| Spire Wealth Management | 0.02% | 23,791 | $687,319 | $705,403 | +$18,084 | +2.63% | |
| Nfsg Corp | 0.08% | 23,680 | $684,115 | $702,112 | +$17,997 | +2.63% | |
| Savvy Advisors, Inc. | 0.01% | 21,512 | $621,477 | $637,831 | +$16,354 | +2.63% | |
| Atria Investments, Inc | 0.01% | 21,069 | $608,683 | $624,696 | +$16,013 | +2.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,600 | $606,464 | $610,790 | +$4,326 | +0.71% | |
| J.W. Cole Advisors, Inc. | 0.01% | 18,537 | $535,533 | $549,622 | +$14,089 | +2.63% | |
| Silver Oak Securities, Incorporated | 0.03% | 17,995 | $519,876 | $533,552 | +$13,676 | +2.63% | |
| Citadel Advisors Llc | 0.00% | 17,608 | $508,695 | $522,077 | +$13,382 | +2.63% | |
| Envestnet Asset Management Inc | 0.00% | 16,905 | $488,396 | $501,233 | +$12,837 | +2.63% | |
| Pfg Investments, Llc | 0.02% | 16,000 | $462,240 | $474,400 | +$12,160 | +2.63% | |
| Beacon Pointe Advisors, Llc | 0.00% | 11,009 | $318,044 | $326,417 | +$8,373 | +2.63% | |
| Financially In Tune, Llc | 0.26% | 11,003 | $298,524 | $326,239 | +$27,715 | +9.28% | |
| Hixon Zuercher, Llc | 0.09% | 10,054 | $290,446 | $298,101 | +$7,655 | +2.64% | |
| Flagship Harbor Advisors, Llc | 0.01% | 9,189 | $265,481 | $272,454 | +$6,973 | +2.63% | |
| Rmr Wealth Builders | 0.01% | 7,792 | $225,118 | $231,033 | +$5,915 | +2.63% | |
| Rfg Advisory, Llc | 0.00% | 7,445 | $215,072 | $220,744 | +$5,672 | +2.64% | |
| Mml Investors Services, Llc | 0.00% | 7,337 | $211,965 | $217,542 | +$5,577 | +2.63% | |
| Parsons Capital Management Inc/Ri | 0.01% | 7,217 | $208,500 | $213,984 | +$5,484 | +2.63% | |
| Summit Financial, Llc | 0.00% | 7,002 | $202,288 | $207,609 | +$5,321 | +2.63% | |
| Sunbelt Securities, Inc. | 0.01% | 5,537 | $150,219 | $164,172 | +$13,953 | +9.29% | |
| Ifp Advisors, Inc | 0.00% | 4,521 | $130,612 | $134,048 | +$3,436 | +2.63% | |
| Advisornet Financial, Inc | 0.01% | 4,400 | $127,116 | $130,460 | +$3,344 | +2.63% | |
| Royal Bank Of Canada | 0.00% | 3,117 | $90,000 | $92,419 | +$2,419 | +2.69% | |
| Osaic Holdings, Inc. | 0.00% | 1,839 | $53,166 | $54,526 | +$1,360 | +2.56% | |
| Roxbury Financial Llc | 0.04% | 1,706 | $49,279 | $50,583 | +$1,304 | +2.65% | |
| Private Trust Co Na | 0.00% | 1,382 | $39,926 | $40,976 | +$1,050 | +2.63% | |
| Simplex Trading, Llc | 0.00% | 819 | $23,660 | $24,283 | +$623 | +2.63% | |
| Farther Finance Advisors, Llc | 0.00% | 502 | $14,503 | $14,884 | +$381 | +2.63% | |
| Holos Integrated Wealth Llc | 0.00% | 363 | $10,569 | $10,763 | +$194 | +1.84% |
Frequently asked questions about FYEE
Who owns the most FYEE stock?
The largest holders of FYEE 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 YLD ENHAN EQTY ETF (FYEE).
Is FYEE widely held by superinvestors?
Many widely followed stocks like FYEE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FYEE 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.