FELG Institutional Ownership
Fidelity Enhanced Large Cap Growth ETF
1W: +0.8%
1M: +4.1%
3M: +4.8%
YTD: +9.9%
1Y: +10.8%
$45.73
+0.47 (+1.04%)
Weekly Expected Move ±1.9%
$44
$45
$46
$47
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FELG
259
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
42
New Positions
108
Increased
68
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (276 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 8,634,000 | $395M | — | +0.0% | 4Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 7,427,673 | $340M | +351,760 | +5.0% | 11Q | SEC ↗ |
| 3 | MML INVESTORS SERVICES, LLC | 7,195,146 | $329M | +1,076,447 | +17.6% | 11Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 6,563,708 | $300M | -285,121 | -4.2% | 11Q | SEC ↗ |
| 5 | LPL Financial LLC | 4,518,399 | $207M | +685,793 | +17.9% | 11Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 4,171,069 | $191M | +150,876 | +3.8% | 11Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 2,806,311 | $128M | -81,014 | -2.8% | 7Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 1,483,409 | $68M | -33,598 | -2.2% | 11Q | SEC ↗ |
| 9 | Independence Financial Advisors, LLC | 1,340,600 | $61M | +67,124 | +5.3% | 6Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 1,277,888 | $58M | +24,124 | +1.9% | 10Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 853,626 | $39M | +378,402 | +79.6% | 11Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 837,850 | $38M | +78,269 | +10.3% | 11Q | SEC ↗ |
| 13 | Spectrum Investment Advisors, Inc. | 637,144 | $29M | -33,658 | -5.0% | 11Q | SEC ↗ |
| 14 | IAG Wealth Partners, LLC | 631,926 | $29M | +91,203 | +16.9% | 5Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 563,916 | $26M | -29,646 | -5.0% | 11Q | SEC ↗ |
| 16 | FMR LLC | 549,118 | $25M | +57,998 | +11.8% | 11Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 527,714 | $24M | -711 | -0.1% | 11Q | SEC ↗ |
| 18 | Thrivent Financial for Lutherans | 524,050 | $24M | +6,056 | +1.2% | 9Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP NEW | 485,600 | $22M | — | +0.0% | 1Q | SEC ↗ |
| 20 | SENTINEL PENSION ADVISORS, LLC | 481,348 | $22M | +25,189 | +5.5% | 10Q | SEC ↗ |
| 21 | Goodman Advisory Group, LLC | 458,314 | $21M | +457,658 | +69764.9% | 4Q | SEC ↗ |
| 22 | Advisors Capital Management, LLC | 452,048 | $21M | +59,696 | +15.2% | 7Q | SEC ↗ |
| 23 | Prepared Retirement Institute LLC | 384,328 | $18M | -12,470 | -3.1% | 6Q | SEC ↗ |
| 24 | 46 Peaks LLC | 351,215 | $16M | +96,261 | +37.8% | 3Q | SEC ↗ |
| 25 | PRINCIPAL SECURITIES, INC. | 339,551 | $16M | +28,957 | +9.3% | 8Q | SEC ↗ |
| 26 | Valmark Advisers, Inc. | 330,476 | $15M | +25,483 | +8.4% | 7Q | SEC ↗ |
| 27 | MLG Wealth Management DBA Pine Grove F | 329,684 | $15M | -53,874 | -14.0% | 3Q | SEC ↗ |
| 28 | McGlone Suttner Wealth Management, Inc | 302,902 | $14M | +45,199 | +17.5% | 2Q | SEC ↗ |
| 29 | CWM, LLC | 274,425 | $13M | +31,386 | +12.9% | 4Q | SEC ↗ |
| 30 | Bleakley Financial Group, LLC | 263,298 | $12M | -6,412 | -2.4% | 3Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 236,883 | $11M | +15,864 | +7.2% | 9Q | SEC ↗ |
| 32 | Northwest Wealth Advisors, LLC | 208,418 | $10M | +17,251 | +9.0% | 3Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 199,953 | $9M | +163,361 | +446.4% | 2Q | SEC ↗ |
| 34 | Cannon Wealth Management Services, LLC | 195,102 | $9M | +70,216 | +56.2% | 3Q | SEC ↗ |
| 35 | Advisory Resource Group NEW | 179,319 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 36 | B. Riley Wealth Advisors, Inc. | 178,092 | $8M | +9,384 | +5.6% | 2Q | SEC ↗ |
| 37 | FLAGSHIP WEALTH ADVISORS, LLC | 172,119 | $8M | +47,078 | +37.7% | 7Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC | 170,962 | $8M | -2,870 | -1.7% | 8Q | SEC ↗ |
| 39 | Linscomb Wealth, Inc. | 149,314 | $7M | +77,643 | +108.3% | 2Q | SEC ↗ |
| 40 | MENORA MIVTACHIM HOLDINGS LTD. | 138,502 | $6M | — | +0.0% | 6Q | SEC ↗ |
| 41 | GREENWOOD CAPITAL ASSOCIATES LLC | 135,051 | $6M | +26,938 | +24.9% | 7Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 125,083 | $6M | -3,057 | -2.4% | 5Q | SEC ↗ |
| 43 | Merit Financial Group, LLC | 123,883 | $6M | -5,597 | -4.3% | 6Q | SEC ↗ |
| 44 | Pathfinder Wealth Consulting, Inc. | 117,407 | $5M | +16,448 | +16.3% | 2Q | SEC ↗ |
| 45 | Global Retirement Partners, LLC NEW | 112,887 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Sanctuary Advisors, LLC | 104,321 | $5M | +5,820 | +5.9% | 8Q | SEC ↗ |
| 47 | GOLDMAN SACHS GROUP INC NEW | 98,521 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 48 | SILVERLAKE WEALTH MANAGEMENT LLC | 94,950 | $4M | -309 | -0.3% | 9Q | SEC ↗ |
| 49 | TRUIST FINANCIAL CORP | 92,600 | $4M | +4,638 | +5.3% | 11Q | SEC ↗ |
| 50 | Investmark Advisory Group LLC | 87,414 | $4M | +5,183 | +6.3% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 485,600 | $22M |
| Advisory Resource Group | 179,319 | $8M |
| Global Retirement Partners, LLC | 112,887 | $5M |
| GOLDMAN SACHS GROUP INC | 98,521 | $5M |
| CITADEL ADVISORS LLC | 83,625 | $4M |
| D. E. Shaw & Co., Inc. | 47,880 | $2M |
| Tower Research Capital LLC (TRC) | 40,819 | $2M |
| Bragg Financial Advisors, Inc | 34,348 | $2M |
| Vise Technologies, Inc. | 32,457 | $1M |
| CIBC Bancorp USA Inc. | 32,375 | $1M |
| FIDUCIARY FINANCIAL ADVISORS | 24,672 | $1M |
| IFG Advisory, LLC | 23,992 | $1M |
| Meadowbrook Advisors Group, LLC | 21,830 | $998K |
| Prospera Financial Services Inc | 17,786 | $813K |
| Cresset Asset Management, LLC | 15,958 | $730K |
| Wedmont Private Capital | 13,616 | $623K |
| J.W. COLE ADVISORS, INC. | 8,577 | $392K |
| AQR CAPITAL MANAGEMENT LLC | 8,469 | $387K |
| TENET WEALTH PARTNERS, LLC | 7,399 | $338K |
| Diversify Advisory Services, LLC | 7,236 | $331K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| B&D White Capital Company, LLC | 275,092 | $13M |
| Triad Wealth Partners, LLC | 20,742 | $949K |
| Janney Montgomery Scott LLC | 12,459 | $570K |
| Summit Financial, LLC | 10,012 | $458K |
| WCG Wealth Advisors LLC | 10,005 | $458K |
| TRUST POINT INC. | 8,764 | $401K |
| Dedeker Financial LLC | 7,847 | $359K |
| Calamos Advisors LLC | 5,726 | $262K |
| Integrated Financial Solutions, Inc | 5,639 | $258K |
| DRIVE WEALTH MANAGEMENT, LLC | 5,545 | $254K |
| AMERIPRISE FINANCIAL INC | 5,347 | $245K |
| QRG CAPITAL MANAGEMENT, INC. | 5,123 | $234K |
| SCHMIDT P J INVESTMENT MANAGEMENT I | 4,824 | $221K |
| Merkkuri Wealth Advisors LLC | 4,470 | $204K |
| Atlantic Union Bankshares Corp | 3,051 | $140K |
| ASSETMARK, INC | 1,741 | $80K |
| Russell Investments Group, Ltd. | 1,082 | $49K |
| Garton & Associates Financial Advis | 365 | $17K |
| IFC & Insurance Marketing, Inc. | 342 | $16K |
| GROUP ONE TRADING LLC | 300 | $14K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +1,076,447 | +17.6% | 7,195,146 |
| LPL Financial LLC | +685,793 | +17.9% | 4,518,399 |
| Goodman Advisory Group, LLC | +457,658 | +69764.9% | 458,314 |
| OSAIC HOLDINGS, INC. | +378,402 | +79.6% | 853,626 |
| WELLS FARGO & COMPANY/MN | +351,760 | +5.0% | 7,427,673 |
| JANE STREET GROUP, LLC | +163,361 | +446.4% | 199,953 |
| COMMONWEALTH EQUITY SERVICES, LLC | +150,876 | +3.8% | 4,171,069 |
| 46 Peaks LLC | +96,261 | +37.8% | 351,215 |
| IAG Wealth Partners, LLC | +91,203 | +16.9% | 631,926 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +78,269 | +10.3% | 837,850 |
| Linscomb Wealth, Inc. | +77,643 | +108.3% | 149,314 |
| Cannon Wealth Management Services, | +70,216 | +56.2% | 195,102 |
| Independence Financial Advisors, LL | +67,124 | +5.3% | 1,340,600 |
| Advisors Capital Management, LLC | +59,696 | +15.2% | 452,048 |
| FMR LLC | +57,998 | +11.8% | 549,118 |
| ROYAL BANK OF CANADA | +49,808 | +140.4% | 85,290 |
| FLAGSHIP WEALTH ADVISORS, LLC | +47,078 | +37.7% | 172,119 |
| McGlone Suttner Wealth Management, | +45,199 | +17.5% | 302,902 |
| JONES FINANCIAL COMPANIES LLLP | +41,975 | +4372.4% | 42,935 |
| Sowell Financial Services LLC | +39,307 | +512.0% | 46,984 |