FELV

Fidelity Enh LRG Cap Val ETFETF$40.99 0.39%
UnclassifiedUSCUSIP 31609A107· EOD Jul 20, 2026◍ Confluence graph
Tracked 13F Holders
110
+10 QoQ
13F Value (tracked)
$789.6M
13F Moves · latest Q
25 added
8 trimmed
Recent Filings
0

Price & smart-money activity

$40.99 0.39%3Y +63.6%
$23.76$28.47$33.17$37.88$42.5920232024202520261798124971461982372262512269135
Hover for who · click for detailEnd-of-day closing prices52w $31.48 – $41.29

Who owns FELV?

110 tracked 13F filers

110 tracked 13F filers disclose a position in FELV as of the latest SEC 13F filings, a combined $789.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$564.3M
16.2M
+9.7%
Added · +1.4M sh
Q1 2026
2COMMONWEALTH EQUITY SERVICES, LLC
$70.0M
2.0M
+11%
Added · +191K sh
Q1 2026
3LPL Financial LLC
$25.5M
729K
+25%
Added · +147K sh
Q1 2026
4Independence Financial Advisors, LLC
$26.9M
671K
−32%
Reduced · −322K sh
Q2 2026
5RAYMOND JAMES FINANCIAL INC
$11.5M
330K
+31%
Added · +78K sh
Q1 2026
6Cetera Investment Advisers
$8.6M
246K
+5.9%
Added · +14K sh
Q1 2026
7Advisory Resource Group
$9.0M
226K
+5.2%
Added · +11K sh
Q2 2026
8OSAIC HOLDINGS, INC.
$6.4M
182K
−62%
Reduced · −297K sh
Q1 2026
9Kestra Advisory Services, LLC
$4.9M
139K
−33%
Reduced · −67K sh
Q1 2026
10J.W. COLE ADVISORS, INC.
$5.4M
135K
−1.9%
Reduced · −3K sh
Q2 2026
11IHT Wealth Management, LLC
$4.3M
123K
+194%
Added · +81K sh
Q1 2026
12Investmark Advisory Group LLC
$3.2M
93K
+6.7%
Added · +6K sh
Q1 2026
13ROYAL BANK OF CANADA
$2.9M
84K
−54%
Reduced · −100K sh
Q1 2026
14FCG Investment Co
$3.3M
81K
−62%
Reduced · −133K sh
Q2 2026
15Processus Wealth & Capital Management, LLC
$3.0M
74K
−4.7%
Reduced · −4K sh
Q2 2026
16ENVESTNET ASSET MANAGEMENT INC
$2.6M
73K
+146%
Added · +43K sh
Q1 2026
17Stratos Wealth Partners, LTD.
$2.5M
71K
−15%
Reduced · −13K sh
Q1 2026
18MML INVESTORS SERVICES, LLC
$2.1M
59K
+407%
Added · +47K sh
Q1 2026
19Baird Financial Group, Inc.
$2.0M
58K
Held
Q1 2026
20MAI Capital Management
$1.9M
54K
−0.7%
Reduced · −404 sh
Q1 2026
21WELLS FARGO & COMPANY/MN
$1.7M
50K
+197%
Added · +33K sh
Q1 2026
22Essex Financial Services, Inc.
$1.6M
46K
−2.5%
Reduced · −1K sh
Q1 2026
23NewEdge Advisors, LLC
$1.5M
42K
−8.5%
Reduced · −4K sh
Q1 2026
24LYNCH & ASSOCIATES/IN
$1.3M
33K
New
+33K sh
Q2 2026
25PRINCIPAL SECURITIES, INC.
$1.1M
32K
New
+32K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FELV being bought or sold by institutions?

Last quarter, 7 funds opened a new position in FELV and 18 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
18
funds
Reduced
8
funds
Exited
0
funds

Funds that own FELV also own

CompanyCo-held byCombined value
APPLE INCAAPL43 funds$13.8B
SS SPDR S&P 500 ETF TRUST-USSPY43 funds$12.5B
NVIDIA CORPNVDA43 funds$11.2B
MICROSOFT CORPMSFT43 funds$10.3B
VANGUARD S&P 500 ETFVOO43 funds$8.9B
AMAZON.COM INCAMZN43 funds$7.4B
VANGUARD GROWTH ETFVUG43 funds$4.9B
VANGUARD TOTAL STOCK MKT ETFVTI43 funds$4.8B
VANGUARD FTSE DEVELOPED ETFVEA43 funds$4.6B
BROADCOM INCAVGO43 funds$4.6B
JPMORGAN CHASE & COJPM43 funds$4.5B
INVESCO QQQ TRUST SERIES 1QQQ43 funds$4.3B

Ranked by how many of FELV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

105 funds+42 since Q3 2024
053105Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $796.2M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FELV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FELV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FELV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FELV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.