FIDELITY ENH LRG CAP VAL ETF FELV
$40.63
+1.1% 52w: $30.39 – $40.63
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data30.3935.5140.63
Jun 20, 2025 Jul 2, 2026
Institutional holders
161
+14 QoQ
13F value
$875.4M
+3.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FELV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 16.2M | $564.3M | 0.0% | +9.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.0M | $70.0M | 0.1% | +10.5% |
| Independence Financial Advisors, LLC | Wealth advisor | 993.5K | $34.7M | 10.4% | +4.7% |
| LPL Financial LLC | Bank broker | 729.4K | $25.5M | 0.0% | +25.1% |
| Sowa Financial Group, Inc. | Wealth advisor | 648.2K | $22.6M | 11.2% | 0.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 477.2K | $16.7M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 330.1K | $11.5M | 0.0% | +31.0% |
| Cetera Investment Advisers | Wealth advisor | 246.0K | $8.6M | 0.0% | +5.9% |
| Weil Company, Inc. | Wealth advisor | 242.0K | $8.4M | 1.9% | -0.7% |
| Advisory Resource Group | Wealth advisor | 214.5K | $7.5M | 1.3% | +3.4% |
| FCG Investment Co | Other | 214.1K | $7.5M | 3.3% | — |
| OSAIC HOLDINGS, INC. | Wealth advisor | 182.3K | $6.4M | 0.0% | -62.0% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | Wealth advisor | 168.5K | $5.9M | 2.8% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 139.0K | $4.9M | 0.0% | -32.7% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 138.0K | $4.8M | 0.2% | -2.3% |
| IHT Wealth Management, LLC | Wealth advisor | 123.3K | $4.3M | 0.1% | +193.7% |
| Pathfinder Wealth Consulting, Inc. | Wealth advisor | 117.3K | $4.1M | 2.7% | +5.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 104.9K | $3.7M | 0.0% | +7.8% |
| Investmark Advisory Group LLC | Wealth advisor | 92.5K | $3.2M | 1.4% | +6.7% |
| ROYAL BANK OF CANADA | Bank broker | 84.4K | $2.9M | 0.0% | -54.2% |
| Processus Wealth & Capital Management, LLC ★3 | Fundamental concentrated | 77.4K | $2.7M | 1.8% | -2.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 73.2K | $2.6M | 0.0% | +146.2% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 71.0K | $2.5M | 0.0% | -15.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 59.1K | $2.1M | 0.0% | +406.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 58.0K | $2.0M | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 53.6K | $1.9M | 0.0% | -0.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 49.6K | $1.7M | 0.0% | +196.9% |
| Sunbelt Securities, Inc. | Diversified mechanical | 47.1K | $1.6M | 0.1% | -3.2% |
| Essex Financial Services, Inc. | Wealth advisor | 46.3K | $1.6M | 0.1% | -2.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 42.3K | $1.5M | 0.0% | -8.5% |
| Investment Advisory Group, LLC | Wealth advisor | 35.8K | $1.2M | 0.3% | -4.4% |
| VESTIA PERSONAL WEALTH ADVISORS | Wealth advisor | 33.7K | $1.2M | 0.6% | -1.3% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 32.3K | $1.1M | 0.0% | New |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 31.4K | $1.1M | 0.1% | 0.0% |
| Creative Planning | Wealth advisor | 31.0K | $1.1M | 0.0% | +3.9% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 29.0K | $1.0M | 0.1% | +13.6% |
| PKS Advisory Services, LLC | Wealth advisor | 28.3K | $988K | 0.2% | -0.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 28.1K | $983K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 25.4K | $888K | 0.0% | +34.4% |
| Mariner, LLC | Diversified mechanical | 24.9K | $871K | 0.0% | -20.0% |
| Focus Partners Wealth | Wealth advisor | 24.5K | $854K | 0.0% | -7.2% |
| CRA Financial Services, LLC | Wealth advisor | 22.9K | $799K | 0.1% | +0.1% |
| MORGAN STANLEY | Bank broker | 22.4K | $782K | 0.0% | -5.6% |
| Wealthspire Retirement, LLC | Wealth advisor | 22.2K | $777K | 0.0% | -1.6% |
| HighTower Advisors, LLC | Diversified mechanical | 20.6K | $721K | 0.0% | +199.7% |
| Harbor Asset Planning, Inc. | Wealth advisor | 20.6K | $719K | 0.6% | +0.5% |
| Ball & Co Wealth Management Inc. | Wealth advisor | 20.3K | $709K | 0.6% | -0.3% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 20.1K | $703K | 0.0% | -3.9% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 20.0K | $699K | 0.0% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 19.9K | $694K | 0.0% | -1.0% |
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.