FIDELITY ENH LRG CAP GWTH FELG
$43.00
-1.3% 52w: $36.04 – $45.43
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data36.0440.7445.43
Aug 18, 2025 Jul 2, 2026
Institutional holders
219
+6 QoQ
13F value
$2.10B
+13.3% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns FELG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 8.6M | $323.7M | — | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.1M | $265.3M | 0.1% | +3444.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.8M | $256.8M | 0.1% | +11.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 6.1M | $229.4M | 0.6% | -3.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.0M | $150.7M | 0.2% | -2.9% |
| LPL Financial LLC | Bank broker | 3.8M | $143.7M | 0.0% | +38.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.9M | $108.2M | 0.0% | +116.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.5M | $56.9M | 0.2% | +92.2% |
| Independence Financial Advisors, LLC | Wealth advisor | 1.3M | $47.7M | — | -2.8% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $47.0M | 0.1% | +118.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 759.6K | $28.5M | 0.0% | +11.8% |
| Spectrum Investment Advisors, Inc. | Wealth advisor | 670.8K | $25.1M | 12.5% | +3.7% |
| JPMORGAN CHASE & CO | Bank broker | 593.6K | $21.4M | 0.0% | +17.7% |
| IAG Wealth Partners, LLC | Wealth advisor | 540.7K | $20.3M | 2.3% | +81457.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 528.4K | $19.8M | 0.1% | +14.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 518.0K | $19.4M | 0.0% | -18.2% |
| FMR LLC | Long only active | 491.1K | $18.4M | 0.0% | +3.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 475.2K | $17.8M | 0.0% | -32.1% |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 456.2K | $17.1M | 2.5% | +6.8% |
| Prepared Retirement Institute LLC | Wealth advisor | 396.8K | $14.9M | 7.4% | +5.9% |
| Advisors Capital Management, LLC | Other | 392.4K | $14.7M | 0.2% | +26.1% |
| MLG Wealth Management DBA Pine Grove Financial Group | — | 383.6K | $14.5M | — | -1.1% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 310.6K | $11.6M | 0.2% | +30.4% |
| Valmark Advisers, Inc. | Wealth advisor | 305.0K | $11.4M | 0.1% | +44.5% |
| CWM, LLC | Wealth advisor | 274.4K | $10.3M | 0.0% | +12.9% |
| Bleakley Financial Group, LLC | Wealth advisor | 269.7K | $10.1M | 0.2% | -10.3% |
| McGlone Suttner Wealth Management, Inc. | Wealth advisor | 257.7K | $9.7M | 1.3% | New |
| 46 Peaks LLC | Wealth advisor | 255.0K | $9.6M | — | +8.7% |
| Private Advisor Group, LLC | Wealth advisor | 221.0K | $8.3M | 0.0% | +23.4% |
| Northwest Wealth Advisors, LLC | Wealth advisor | 191.2K | $7.2M | 5.1% | +13.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 173.8K | $6.5M | 0.1% | +8.6% |
| Independent Advisor Alliance | Wealth advisor | 172.5K | $6.5M | 0.1% | New |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 168.7K | $6.1M | 0.4% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 156.0K | $5.8M | 0.0% | +1016.4% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 138.5K | $5.2M | 0.0% | -37.8% |
| Merit Financial Group, LLC | Wealth advisor | 129.5K | $4.9M | 0.0% | +198.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 128.1K | $4.9M | 0.0% | +19.0% |
| Cannon Wealth Management Services, LLC | Wealth advisor | 124.9K | $4.7M | — | +9.1% |
| FLAGSHIP WEALTH ADVISORS, LLC | Wealth advisor | 125.0K | $4.6M | 2.0% | -18.4% |
| Pathfinder Wealth Consulting, Inc. | Wealth advisor | 117.4K | $4.4M | 2.9% | +16.3% |
| GREENWOOD CAPITAL ASSOCIATES LLC | Other | 108.1K | $4.1M | 0.4% | +13.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 98.5K | $3.7M | 0.0% | -13.2% |
| SILVERLAKE WEALTH MANAGEMENT LLC | Wealth advisor | 95.3K | $3.6M | 0.8% | +0.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 88.0K | $3.3M | 0.0% | -49.4% |
| Investmark Advisory Group LLC | Wealth advisor | 82.2K | $3.1M | 1.3% | +2.7% |
| Lido Advisors, LLC | Wealth advisor | 80.5K | $3.0M | 0.0% | +9.6% |
| Linscomb Wealth, Inc. | Wealth advisor | 71.7K | $2.7M | 0.1% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 70.4K | $2.6M | 0.0% | +35.9% |
| Castleview Partners, LLC | Wealth advisor | 66.8K | $2.5M | 1.3% | +14.7% |
| Creative Planning | Wealth advisor | 49.6K | $1.9M | 0.0% | -18.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding FELG