ETF Holders

Who owns FELV?

US large cap

Fidelity Enhanced Large Cap Value ETF · Fidelity

185 institutions reported holding FELV, worth $1.2B, in Form 13F filings for June 30, 2026.

13F holders
185
Institutional value
$1.2B
Change from prior quarter
+34.9%
+$304.1M, with price moves
New and sold-out firms
40 / 10
70 added, 35 trimmed

Top 10 institutional holders of FELV

FirmLocationValueSharesChange
FMR LLCBoston, MA$668.0M16,663,093+498,728 shares
Commonwealth Equity Services, LLCWaltham, MA$106.4M2,652,906+648,003 shares
Citigroup Inc.New York, NY$72.2M1,800,000New position
LPL Financial LLCFort Mill, SC$39.5M986,432+257,070 shares
Independence Financial Advisors, LLCFranklin, NH$26.9M671,110−322,392 shares
Sowa Financial Group, Inc.Lincoln, RI$26.3M656,484+8,262 shares
Osaic Holdings, Inc.Scottsdale, AZ$23.2M579,147+396,835 shares
Thrivent Financial for LutheransMinneapolis, MN$19.4M485,013+7,817 shares
Morgan StanleyNew York, NY$14.9M371,293+348,897 shares
Raymond James Financial Inc.St. Petersburg, FL$14.6M364,083+33,954 shares
175 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FELV?

185 institutional managers reported holding FELV in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by FMR LLC, at $668.0M.

Did institutions buy or sell FELV last quarter?

Reported 13F value rose 34.9% from March 31, 2026, which includes price moves as well as buying and selling. 40 firms reported a new position and 10 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FELV ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.