ETF Holders

Who owns FYEE?

Other

Fidelity Yield Enhanced Equity ETF · Fidelity

53 institutions reported holding FYEE, worth $106.7M, in Form 13F filings for June 30, 2026.

13F holders
53
Institutional value
$106.7M
Change from prior quarter
+28.5%
+$23.7M, with price moves
New and sold-out firms
15 / 4
28 added, 8 trimmed

Top 10 institutional holders of FYEE

FirmLocationValueSharesChange
Commonwealth Equity Services, LLCWaltham, MA$20.3M701,686+218,132 shares
LPL Financial LLCFort Mill, SC$14.0M485,922+433,493 shares
Advisory Resource GroupTulsa, OK$8.4M291,862+8,550 shares
Concurrent Investment Advisors, LLCTampa, FL$6.9M240,180+3,898 shares
Sentinel Advisory Group, LLCMiddleton, WI$6.1M209,505+25,156 shares
Bleakley Financial Group, LLCParsippany, NJ$5.5M190,220+7,194 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$5.5M189,930+92,073 shares
Cetera Investment AdvisersSchaumburg, IL$4.7M161,110−7,173 shares
Kestra Private Wealth Services, LLCAustin, TX$4.1M140,234+3,155 shares
TBH Global Asset Management, LLCBrentwood, TN$3.0M104,136−87 shares
43 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 FYEE?

53 institutional managers reported holding FYEE in Form 13F filings for June 30, 2026, worth $106.7M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $20.3M.

Did institutions buy or sell FYEE last quarter?

Reported 13F value rose 28.5% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 4 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 FYEE 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.