FELG — FIDELITY ENH LRG CAP GWTH
As of Q2 2026, 12 SEC-registered investment managers reported holding FELG (FIDELITY ENH LRG CAP GWTH) in their latest 13F filings, with a combined reported value of $408.22M across 9.34M shares. That is +22.5% by share count (+1.72M shares) versus the previous quarter, while reported value moved +42.8%. Ownership is concentrated: the five largest holders account for 97.7% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 6 opened new positions, 5 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 7.43M | $324.96M | 0.06% | Add |
| JPMorgan Chase & Co history | 563.92K | $24.34M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 549.12K | $24.02M | 0.00% | Add |
| Two Sigma Investments history | 485.60K | $21.25M | 0.02% | New |
| Goldman Sachs Group history | 98.52K | $4.31M | 0.00% | New |
| Citadel Advisors history | 83.62K | $3.66M | 0.00% | New |
| D. E. Shaw & Co history | 47.88K | $2.09M | 0.00% | New |
| Bank of America Corp history | 38.52K | $1.69M | 0.00% | Add |
| Morgan Stanley history | 22.61K | $989.19K | 0.00% | Add |
| UBS Group AG history | 11.98K | $524.17K | 0.00% | Add |
| AQR Capital Management history | 8.47K | $370.54K | 0.00% | New |
| PNC Financial Services history | 488 | $21.35K | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 7.08M | $265.28M | 0.05% | Add |
| Fidelity Management & Research (FMR) history | 491.12K | $18.41M | 0.00% | Add |
| Bank of America Corp history | 32.99K | $1.24M | 0.00% | Reduce |
| Morgan Stanley history | 16.56K | $620.88K | 0.00% | Reduce |
| UBS Group AG history | 5.95K | $223.03K | 0.00% | Reduce |
| PNC Financial Services history | 488 | $18.30K | 0.00% | New |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 504.15K | $21.02M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 476.26K | $19.86M | 0.00% | Add |
| Wells Fargo & Co history | 199.61K | $8.32M | 0.00% | Add |
| Bank of America Corp history | 64.06K | $2.67M | 0.00% | Reduce |
| Citadel Advisors history | 33.38K | $1.39M | 0.00% | Add |
| Morgan Stanley history | 16.97K | $707.61K | 0.00% | Add |
| UBS Group AG history | 7.12K | $297.03K | 0.00% | Add |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 499.64K | $20.55M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 471.63K | $19.39M | 0.00% | Add |
| Wells Fargo & Co history | 139.02K | $5.72M | 0.00% | Reduce |
| Goldman Sachs Group history | 103.07K | $4.24M | 0.00% | Add |
| Bank of America Corp history | 88.25K | $3.63M | 0.00% | Add |
| Citadel Advisors history | 25.49K | $1.05M | 0.00% | New |
| Morgan Stanley history | 15.96K | $656.19K | 0.00% | Add |
| UBS Group AG history | 6.51K | $267.73K | 0.00% | Add |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 499.43K | $18.49M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 441.65K | $16.35M | 0.00% | Add |
| Wells Fargo & Co history | 148.58K | $5.50M | 0.00% | Add |
| Marshall Wace history | 34.82K | $1.29M | 0.00% | New |
| Morgan Stanley history | 14.95K | $553.75K | 0.00% | Reduce |
| Bank of America Corp history | 8.65K | $320.35K | 0.00% | Add |
| D. E. Shaw & Co history | 8.10K | $299.94K | 0.00% | Add |
| Goldman Sachs Group history | 7.33K | $271.62K | 0.00% | New |
| UBS Group AG history | 1.65K | $61.14K | 0.00% | Hold |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 495.12K | $15.60M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 384.54K | $12.11M | 0.00% | Add |
| Citadel Advisors history | 49.27K | $1.55M | 0.00% | Reduce |
| Morgan Stanley history | 20.34K | $640.68K | 0.00% | Reduce |
| D. E. Shaw & Co history | 6.90K | $217.35K | 0.00% | New |
| Wells Fargo & Co history | 4.68K | $147.45K | 0.00% | Reduce |
| Bank of America Corp history | 2.46K | $77.62K | 0.00% | Add |
| UBS Group AG history | 1.65K | $52.01K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 563.92K sh · $24.34M
- Two Sigma Investments 485.60K sh · $21.25M
- Goldman Sachs Group 98.52K sh · $4.31M
- Citadel Advisors 83.62K sh · $3.66M
- D. E. Shaw & Co 47.88K sh · $2.09M
- AQR Capital Management 8.47K sh · $370.54K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 7.43M | 7.08M | 199.61K | 139.02K | 148.58K | 4.68K | 5.58K | 1.43K | 1.43K | 1.43K | 3.73K |
| JPMorgan Chase & Co | 563.92K | — | 504.15K | 499.64K | 499.43K | 495.12K | 424.87K | 406.78K | 344.24K | 143.40K | 2.82K |
| Fidelity Management & Research (FMR) | 549.12K | 491.12K | 476.26K | 471.63K | 441.65K | 384.54K | 341.25K | 328.25K | 292.18K | 279.01K | 212.46K |
| Two Sigma Investments | 485.60K | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 98.52K | — | — | 103.07K | 7.33K | — | — | — | — | — | — |
| Citadel Advisors | 83.62K | — | 33.38K | 25.49K | — | 49.27K | 77.04K | — | 50.97K | 33.37K | 54.45K |
| D. E. Shaw & Co | 47.88K | — | — | — | 8.10K | 6.90K | — | — | — | — | — |
| Bank of America Corp | 38.52K | 32.99K | 64.06K | 88.25K | 8.65K | 2.46K | 540 | 121 | 121 | 266 | 266 |
| Morgan Stanley | 22.61K | 16.56K | 16.97K | 15.96K | 14.95K | 20.34K | 21.44K | 20.00K | 21.14K | 22.45K | 22.12K |
| UBS Group AG | 11.98K | 5.95K | 7.12K | 6.51K | 1.65K | 1.65K | 6.63K | 8.46K | — | — | 4.26K |
| AQR Capital Management | 8.47K | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 488 | 488 | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | — | — | — | 34.82K | — | — | 20.77K | 11.55K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details