Stock ownership · SEC 13F · Q3 2025

FIDELITY ENH LRG CAP VAL ETF

A breakdown of FIDELITY ENH LRG CAP VAL ETF's institutional base (CUSIP 31609A107): the holders, the concentration among them, and what changed last quarter.

$361K
Reported value
4
Institutions
100%
Top-5 share

The verdict

$361K of FIDELITY ENH LRG CAP VAL ETF is reported by 4 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$361K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$361K

Institutional 13F value

Institutions

4

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

4

Opened Q3 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q3 2025
Largest institutional holders of FIDELITY ENH LRG CAP VAL ETF
  1. 1
  2. 2
  3. 3
  4. 4

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a FIDELITY ENH LRG CAP VAL ETF position has risen from 1 to 4 over the last 5 quarters of 13F filings.

012345 Q1'24Q3'24Q4'24Q1'25Q3'25 4
Distinct 13F filers holding FIDELITY ENH LRG CAP VAL ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Private Wealth Group LLC 6,734 $226K 62.6%
2 Cherry Tree Wealth Management, LLC 3,640 $122K 33.8%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 287 $10K 2.7%
4 Asset Dedication, LLC 95 $3K 0.9%

Latest Quarter Activity · Q3 2025

What the data says about FIDELITY ENH LRG CAP VAL ETF

A handful of institutions account for most of the reported institutional float here.

  • See how FIDELITY ENH LRG CAP VAL ETF's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold FIDELITY ENH LRG CAP VAL ETF?
FIDELITY ENH LRG CAP VAL ETF is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of FIDELITY ENH LRG CAP VAL ETF?
Institutions report $361K of FIDELITY ENH LRG CAP VAL ETF as of Q3 2025.
How concentrated is ownership of FIDELITY ENH LRG CAP VAL ETF?
The top five institutional holders account for 100% of the reported institutional value in FIDELITY ENH LRG CAP VAL ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of FIDELITY ENH LRG CAP VAL ETF?
CIBC Private Wealth Group LLC is the largest reported holder of FIDELITY ENH LRG CAP VAL ETF with $226K across 6,734 shares as of Q3 2025.
Where does this FIDELITY ENH LRG CAP VAL ETF data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.