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FELV · Fidelity Enhanced Large Cap Value ETF ETF

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$42.89 -0.30 (-0.69%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $1,291,498
Total Shares: 32,215

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2025
Top Holder
80.4%
Dec 2023 → Jun 2026 · range 80.4% – 100.0%
−19.6 pts
Top 5
100.0%
Dec 2023 → Jun 2026 · range 90.5% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2023 → Jun 2026 · range 94.1% – 100.0%
0.0 pts
HHI
6,843
Dec 2023 → Jun 2026 · range 6,843 – 10,000
Highly concentrated−3,157

Quarterly Activity

vs Mar 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +468.6%
Shares held: +336.0%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 25,914 $1,038,892
Corient Private Wealth LLC 6,211 $248,998
Parkside Financial Bank & Trust 90 $3,608

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 7,389 $227,137
Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC FELV $1,038,892 80.44% 25,914
Corient Private Wealth LLC FELV $248,998 19.28% 6,211
Parkside Financial Bank & Trust FELV $3,608 0.28% 90