§ EQUITY
USDFELV
FIDELITY ENH LRG CAP VAL ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
108 increased/new, 41 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 16.2M | 0.0% | +10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.0M | 0.1% | +11% |
| Independence Financial Advisors, LLC | 994K | 10.4% | +5% |
| LPL Financial LLC | 729K | 0.0% | +25% |
| RAYMOND JAMES FINANCIAL INC | 330K | 0.0% | +31% |
| Cetera Investment Advisers | 246K | 0.0% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for FELV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
QUALITY / COMPOUNDER64.6% · 2 holders
OTHER34.5% · 142 holders
DEALER / BANK0.8% · 11 holders
INCOME / DEFENSIVE0.2% · 3 holders
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FELV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FELV yet.