FYEE Institutional Ownership & Shareholders
FIDELITY YLD ENHAN EQTY ETF (FYEE) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $122.66M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FYEE tracked by InsiderSet, reporting ownership valued at approximately $33.15M in its September 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 $32.80M, representing an estimated loss of -1.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FYEE value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Lpl Financial Llc, Concurrent Investment Advisors, Llc, 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
57
Total Reported Value
$122.66M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$33.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
68
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 | 0.04% | 1,116,522 | $33,149,543 | $32,803,416 | -$346,127 | -1.04% | |
| Lpl Financial Llc | 0.00% | 485,922 | $14,038,293 | $14,276,388 | +$238,095 | +1.70% | |
| Concurrent Investment Advisors, Llc | 0.05% | 260,801 | $7,743,176 | $7,662,333 | -$80,843 | -1.04% | |
| Advisory Resource Group | 1.10% | 257,080 | $7,632,695 | $7,553,010 | -$79,685 | -1.04% | |
| Sentinel Advisory Group, Llc | 2.60% | 214,373 | $6,364,727 | $6,298,279 | -$66,448 | -1.04% | |
| Bleakley Financial Group, Llc | 0.07% | 190,220 | $5,495,452 | $5,588,664 | +$93,212 | +1.70% | |
| Kestra Private Wealth Services, Llc | 0.05% | 171,140 | $5,081,142 | $5,028,093 | -$53,049 | -1.04% | |
| Cetera Investment Advisers | 0.00% | 161,110 | $4,654,458 | $4,733,412 | +$78,954 | +1.70% | |
| Tbh Global Asset Management, Llc | 0.52% | 99,448 | $2,952,608 | $2,921,782 | -$30,826 | -1.04% | |
| Kestra Advisory Services, Llc | 0.01% | 84,442 | $2,507,072 | $2,480,906 | -$26,166 | -1.04% | |
| Boston Partners | 0.00% | 82,420 | $2,381,119 | $2,421,500 | +$40,381 | +1.70% | |
| Aptus Capital Advisors, Llc | 0.02% | 77,763 | $2,246,573 | $2,284,677 | +$38,104 | +1.70% | |
| Newedge Advisors, Llc | 0.01% | 69,787 | $2,016,150 | $2,050,342 | +$34,192 | +1.70% | |
| San Luis Wealth Advisors Llc | 0.29% | 67,315 | $1,998,597 | $1,977,715 | -$20,882 | -1.04% | |
| Traynor Capital Management, Inc. | 0.09% | 65,612 | $1,948,014 | $1,927,681 | -$20,333 | -1.04% | |
| Resolute Capital, Llc | 0.59% | 58,696 | $1,695,713 | $1,724,488 | +$28,775 | +1.70% | |
| Diversify Advisory Services, Llc | 0.02% | 53,037 | $1,592,715 | $1,558,227 | -$34,488 | -2.17% | |
| Diversify Wealth Management, Llc | 0.02% | 53,037 | $1,592,715 | $1,558,227 | -$34,488 | -2.17% | |
| Wealth Effects Llc | 0.43% | 53,637 | $1,592,491 | $1,575,855 | -$16,636 | -1.04% | |
| Global Trust Asset Management, Llc | 0.42% | 45,262 | $1,343,826 | $1,329,798 | -$14,028 | -1.04% | |
| Financial Management Network Inc | 0.19% | 43,094 | $1,289,386 | $1,266,102 | -$23,284 | -1.81% | |
| Mission Financial Group, Llc | 0.93% | 39,825 | $1,182,402 | $1,170,059 | -$12,344 | -1.04% | |
| Kraematon Investment Advisors, Inc | 0.84% | 37,753 | $1,120,875 | $1,109,183 | -$11,692 | -1.04% | |
| Summit Wealth Partners, Llc | 0.16% | 38,460 | $1,111,109 | $1,129,955 | +$18,846 | +1.70% | |
| Atria Investments, Inc | 0.01% | 29,261 | $868,759 | $859,688 | -$9,071 | -1.04% | |
| Nfsg Corp | 0.09% | 26,719 | $793,287 | $785,004 | -$8,283 | -1.04% | |
| Spire Wealth Management | 0.02% | 23,791 | $706,351 | $698,980 | -$7,371 | -1.04% | |
| Savvy Advisors, Inc. | 0.01% | 21,512 | $621,477 | $632,023 | +$10,546 | +1.70% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,650 | $621,152 | $606,697 | -$14,455 | -2.33% | |
| J.W. Cole Advisors, Inc. | 0.01% | 18,537 | $535,533 | $544,617 | +$9,084 | +1.70% | |
| Silver Oak Securities, Incorporated | 0.03% | 17,995 | $519,876 | $528,693 | +$8,817 | +1.70% | |
| Citadel Advisors Llc | 0.00% | 17,608 | $508,695 | $517,323 | +$8,628 | +1.70% | |
| Envestnet Asset Management Inc | 0.00% | 16,905 | $488,396 | $496,669 | +$8,273 | +1.69% | |
| Pfg Investments, Llc | 0.02% | 16,000 | $462,240 | $470,080 | +$7,840 | +1.70% | |
| Hixon Zuercher, Llc | 0.12% | 13,709 | $407,032 | $402,770 | -$4,262 | -1.05% | |
| Lighthouse Financial Llc | 0.17% | 12,758 | $378,785 | $374,830 | -$3,955 | -1.04% | |
| Flagship Harbor Advisors, Llc | 0.01% | 11,255 | $334,146 | $330,672 | -$3,474 | -1.04% | |
| Beacon Pointe Advisors, Llc | 0.00% | 11,009 | $318,044 | $323,444 | +$5,400 | +1.70% | |
| Financially In Tune, Llc | 0.26% | 11,003 | $298,524 | $323,268 | +$24,744 | +8.29% | |
| Farther Finance Advisors, Llc | 0.00% | 9,662 | $286,872 | $283,870 | -$3,002 | -1.05% | |
| Ifp Advisors, Inc | 0.00% | 7,905 | $234,699 | $232,249 | -$2,450 | -1.04% | |
| Strategic Blueprint, Llc | 0.01% | 7,598 | $225,585 | $223,229 | -$2,356 | -1.04% | |
| Rfg Advisory, Llc | 0.00% | 7,528 | $223,500 | $221,173 | -$2,327 | -1.04% | |
| Parsons Capital Management Inc/Ri | 0.01% | 7,217 | $214,273 | $212,035 | -$2,238 | -1.04% | |
| Mml Investors Services, Llc | 0.00% | 7,337 | $211,965 | $215,561 | +$3,596 | +1.70% | |
| Summit Financial, Llc | 0.00% | 7,002 | $202,288 | $205,719 | +$3,431 | +1.70% | |
| Sunbelt Securities, Inc. | 0.01% | 5,537 | $150,219 | $162,677 | +$12,458 | +8.29% | |
| Royal Bank Of Canada | 0.00% | 3,117 | $90,000 | $91,577 | +$1,577 | +1.75% | |
| Roxbury Financial Llc | 0.04% | 1,834 | $54,442 | $53,883 | -$559 | -1.03% | |
| Osaic Holdings, Inc. | 0.00% | 1,839 | $53,166 | $54,030 | +$864 | +1.62% |
Frequently asked questions about FYEE
Who are the largest institutional holders of FYEE?
The largest institutional holders of FYEE reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Lpl Financial Llc, Concurrent Investment Advisors, Llc, Advisory Resource Group, and Sentinel Advisory Group, Llc. InsiderSet ranks institutional holders by their latest reported FYEE position.
What is FYEE institutional ownership?
This page tracks FYEE positions reported by institutional investment managers through SEC Form 13F. FIDELITY YLD ENHAN EQTY ETF (FYEE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FYEE?
InsiderSet currently tracks 57 institutional managers reporting FYEE 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 FYEE shareholders.
How much FYEE stock do institutions own?
Institutional investment managers disclosed approximately $122.66M in FYEE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FYEE institutional ownership last updated?
The latest FYEE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 FYEE 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 FYEE position after the reporting date.
Are institutions buying or selling FYEE?
Institutional buying and selling can be analyzed by comparing FYEE positions across consecutive 13F reporting periods. InsiderSet's FYEE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FYEE ownership changes.
How has FYEE institutional ownership changed over time?
InsiderSet tracks FYEE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.