FELV — Fidelity Enhanced Large Cap Value ETF Institutional Holders · Q3 2026
Who owns Fidelity Enhanced Large Cap Value ETF (FELV)? 6 institutions reported holding $30.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Independence Financial Advisors, LLC ($29.0M), Roxbury Financial LLC ($472,464), CoreCap Advisors, LLC ($379,901).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Independence Financial Advisors, LLC | $29.0M | 700,113 | Added |
| 2 | Roxbury Financial LLC | $472,464 | 11,420 | Added |
| 3 | CoreCap Advisors, LLC | $379,901 | 9,183 | Added |
| 4 | Breakwater Capital Group | $309,231 | 7,475 | Added |
| 5 | Valeo Financial Advisors, LLC | $259,137 | 6,264 | Added |
| 6 | Farther Finance Advisors, LLC | $143,621 | 3,472 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30