FELC Institutional Ownership
Fidelity Enhanced Large Cap Core ETF
1W: -0.3%
1M: +0.1%
3M: +3.4%
YTD: +14.2%
1Y: +17.3%
$43.69
+0.27 (+0.62%)
Weekly Expected Move ±1.4%
$42
$43
$44
$44
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FELC
291
Institutional Holders
+28 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
55
New Positions
115
Increased
71
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (309 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 51,712,717 | 2.3B | +2,870,424 | +5.9% | 11Q | SEC ↗ |
| 2 | Fragasso Financial Advisors Inc | 3,815,632 | $167M | +12,281 | +0.3% | 6Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 3,733,082 | $163M | +188,525 | +5.3% | 11Q | SEC ↗ |
| 4 | NewEdge Advisors, LLC | 3,712,785 | $162M | +1,819,688 | +96.1% | 9Q | SEC ↗ |
| 5 | KFG WEALTH MANAGEMENT, LLC | 3,484,948 | $152M | +180,894 | +5.5% | 8Q | SEC ↗ |
| 6 | LPL Financial LLC | 3,143,965 | $137M | +296,468 | +10.4% | 11Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2,145,974 | $94M | +78,512 | +3.8% | 11Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 2,121,806 | $93M | +2,020,098 | +1986.2% | 2Q | SEC ↗ |
| 9 | EdgeRock Capital LLC | 1,980,837 | $87M | +62,155 | +3.2% | 5Q | SEC ↗ |
| 10 | SHP Wealth Management | 1,708,384 | $75M | +40,399 | +2.4% | 3Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 1,704,460 | $74M | -18,960 | -1.1% | 11Q | SEC ↗ |
| 12 | CWM, LLC | 1,693,968 | $74M | +297,351 | +21.3% | 10Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 1,575,565 | $69M | +288,440 | +22.4% | 7Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,179,784 | $52M | +101,541 | +9.4% | 11Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 1,151,711 | $50M | +229,936 | +24.9% | 11Q | SEC ↗ |
| 16 | TWO SIGMA INVESTMENTS, LP | 1,045,600 | $46M | +406,700 | +63.7% | 4Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 882,500 | $39M | +18,029 | +2.1% | 11Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 861,944 | $38M | +23,512 | +2.8% | 11Q | SEC ↗ |
| 19 | Stadion Money Management, LLC | 824,315 | $36M | -41,700 | -4.8% | 2Q | SEC ↗ |
| 20 | VALLEY NATIONAL ADVISERS INC | 769,975 | $34M | -20,973 | -2.7% | 2Q | SEC ↗ |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 725,406 | $32M | +606,699 | +511.1% | 11Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 663,593 | $29M | -115,250 | -14.8% | 4Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 529,210 | $23M | +187,838 | +55.0% | 9Q | SEC ↗ |
| 24 | Vise Technologies, Inc. NEW | 504,262 | $22M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Lakeridge Wealth Management LLC NEW | 472,739 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Blake Schutter Theil Wealth Advisors, | 453,709 | $20M | -19,940 | -4.2% | 3Q | SEC ↗ |
| 27 | Mascoma Wealth Management LLC | 433,747 | $19M | +16,837 | +4.0% | 6Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 416,408 | $18M | +16,434 | +4.1% | 7Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 359,359 | $16M | +141,361 | +64.8% | 7Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN | 343,980 | $15M | +79,754 | +30.2% | 11Q | SEC ↗ |
| 31 | FLAGSHIP WEALTH ADVISORS, LLC | 305,681 | $13M | +177,960 | +139.3% | 6Q | SEC ↗ |
| 32 | Gotham Asset Management, LLC | 221,851 | $10M | +161,486 | +267.5% | 2Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 191,204 | $8M | -237,713 | -55.4% | 7Q | SEC ↗ |
| 34 | Clearwave Capital, LLC | 183,123 | $8M | -1,371 | -0.7% | 3Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 182,172 | $8M | +13,445 | +8.0% | 11Q | SEC ↗ |
| 36 | &PARTNERS | 180,540 | $8M | +7,916 | +4.6% | 4Q | SEC ↗ |
| 37 | Williams & Novak, LLC | 176,307 | $8M | -649 | -0.4% | 8Q | SEC ↗ |
| 38 | MORGAN STANLEY | 161,706 | $7M | +39,985 | +32.8% | 11Q | SEC ↗ |
| 39 | Equitable Holdings, Inc. | 158,051 | $7M | -21,289 | -11.9% | 7Q | SEC ↗ |
| 40 | LINCOLN CAPITAL CORP | 154,046 | $7M | +5,573 | +3.8% | 7Q | SEC ↗ |
| 41 | Able Wealth Management LLC | 150,357 | $7M | +850 | +0.6% | 11Q | SEC ↗ |
| 42 | Gilbert Capital Group, Inc. NEW | 140,740 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Cerity Partners LLC | 136,019 | $6M | -243 | -0.2% | 11Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 113,513 | $5M | +4,351 | +4.0% | 11Q | SEC ↗ |
| 45 | Rooted Wealth Advisors, Inc. | 112,714 | $5M | +6,047 | +5.7% | 8Q | SEC ↗ |
| 46 | SAX WEALTH ADVISORS, LLC | 108,718 | $5M | +2,767 | +2.6% | 7Q | SEC ↗ |
| 47 | Retirement Planning Group, LLC | 105,438 | $5M | +17,159 | +19.4% | 2Q | SEC ↗ |
| 48 | Farther Finance Advisors, LLC | 99,342 | $4M | +3,058 | +3.2% | 9Q | SEC ↗ |
| 49 | Focus Partners Wealth | 92,364 | $4M | +1,385 | +1.5% | 8Q | SEC ↗ |
| 50 | Investmark Advisory Group LLC | 90,965 | $4M | +3,952 | +4.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 504,262 | $22M |
| Lakeridge Wealth Management LLC | 472,739 | $21M |
| Gilbert Capital Group, Inc. | 140,740 | $6M |
| IFG Advisory, LLC | 59,654 | $3M |
| Thrivent Financial for Lutherans | 49,543 | $2M |
| Williams Jones Wealth Management, L | 35,399 | $2M |
| D. E. Shaw & Co., Inc. | 34,816 | $2M |
| Mission Financial Group, LLC | 26,699 | $1M |
| MISSION WEALTH MANAGEMENT, LP | 24,474 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 23,075 | $1M |
| J.W. COLE ADVISORS, INC. | 17,661 | $772K |
| HB Wealth Management, LLC | 15,600 | $682K |
| BRIGHTON JONES LLC | 12,668 | $553K |
| Fifth Third Securities, Inc. | 11,135 | $486K |
| OneAscent Financial Services LLC | 9,373 | $410K |
| Waterloo Capital, L.P. | 7,533 | $329K |
| Traynor Capital Management, Inc. | 7,448 | $325K |
| Soltis Investment Advisors LLC | 6,909 | $302K |
| Merit Financial Group, LLC | 6,358 | $278K |
| Almanack Investment Partners, LLC. | 5,900 | $258K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| M Holdings Securities, Inc. | 89,455 | $4M |
| Sovran Advisors, LLC | 62,068 | $3M |
| JANE STREET GROUP, LLC | 47,367 | $2M |
| GOLDMAN SACHS GROUP INC | 40,651 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 38,515 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 28,700 | $1M |
| FLOW TRADERS U.S. LLC | 27,177 | $1M |
| Modera Wealth Management, LLC | 13,601 | $594K |
| Kovack Advisors, Inc. | 12,725 | $556K |
| Linscomb Wealth, Inc. | 11,074 | $484K |
| Independent Advisor Alliance | 9,231 | $403K |
| HERBST GROUP, LLC | 8,456 | $369K |
| TD Capital Management LLC | 7,743 | $338K |
| HRT FINANCIAL LP | 7,617 | $333K |
| Marion Wealth Management | 6,338 | $277K |
| Curi Capital, LLC | 6,118 | $267K |
| Calamos Advisors LLC | 5,634 | $246K |
| Fisher Asset Management, LLC | 5,591 | $244K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 5,507 | $241K |
| Next Level Private LLC | 5,397 | $236K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +2,870,424 | +5.9% | 51,712,717 |
| CITADEL ADVISORS LLC | +2,020,098 | +1986.2% | 2,121,806 |
| NewEdge Advisors, LLC | +1,819,688 | +96.1% | 3,712,785 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +606,699 | +511.1% | 725,406 |
| TWO SIGMA INVESTMENTS, LP | +406,700 | +63.7% | 1,045,600 |
| CWM, LLC | +297,351 | +21.3% | 1,693,968 |
| LPL Financial LLC | +296,468 | +10.4% | 3,143,965 |
| RAYMOND JAMES FINANCIAL INC | +288,440 | +22.4% | 1,575,565 |
| OSAIC HOLDINGS, INC. | +229,936 | +24.9% | 1,151,711 |
| COMMONWEALTH EQUITY SERVICES, LLC | +188,525 | +5.3% | 3,733,082 |
| Cetera Investment Advisers | +187,838 | +55.0% | 529,210 |
| KFG WEALTH MANAGEMENT, LLC | +180,894 | +5.5% | 3,484,948 |
| FLAGSHIP WEALTH ADVISORS, LLC | +177,960 | +139.3% | 305,681 |
| Gotham Asset Management, LLC | +161,486 | +267.5% | 221,851 |
| STIFEL FINANCIAL CORP | +141,361 | +64.8% | 359,359 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +101,541 | +9.4% | 1,179,784 |
| WELLS FARGO & COMPANY/MN | +79,754 | +30.2% | 343,980 |
| ENVESTNET ASSET MANAGEMENT INC | +78,512 | +3.8% | 2,145,974 |
| EdgeRock Capital LLC | +62,155 | +3.2% | 1,980,837 |
| SHP Wealth Management | +40,399 | +2.4% | 1,708,384 |