Who owns Fidelity Enhanced High Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDHY from SEC Form 13F filings across 76 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 76 institutions disclosed 2.2M shares of Fidelity Enhanced High Yield ETF worth $108.0M — about 20% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
76
13F holders
$108.0M
value, 2026 filers
20%
of shares outstanding (2.2M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FDHY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 529,381 | $26.0M | 0.0% | 4.8% | +6.0% |
| 2 | Advisory Services Network, LLC | 196,935 | $9.7M | 0.1% | 1.8% | +9.9% |
| 3 | Geneva Partners, LLC | 126,339 | $6.2M | 1.7% | 1.1% | +80.3% |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | 118,644 | $5.8M | 0.5% | 1.1% | +1.8% |
| 5 | BG Investment Services, LLC | 114,531 | $5.6M | 4.0% | 1% | +18.7% |
| 6 | Flavin Financial Services, Inc. | 113,813 | $5.6M | 3.2% | 1% | +2.5% |
| 7 | RAYMOND JAMES FINANCIAL INC | 92,635 | $4.5M | 0.0% | 0.8% | -5.4% |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | 69,794 | $3.4M | 0.1% | 0.6% | -0.3% |
| 9 | OmniStar Financial Group, Inc. | 65,334 | $3.2M | 1.5% | 0.6% | +8.8% |
| 10 | Kestra Advisory Services, LLC | 62,748 | $3.1M | 0.0% | 0.6% | +37.8% |
| 11 | Mutual Advisors, LLC | 61,714 | $3.0M | 0.1% | 0.6% | +5.8% |
| 12 | MORGAN STANLEY | 57,559 | $2.8M | 0.0% | 0.5% | -11.7% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 50,646 | $2.5M | 0.0% | 0.5% | +7.4% |
| 14 | OSAIC HOLDINGS, INC. | 47,941 | $2.4M | 0.0% | 0.4% | +55.3% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 46,621 | $2.3M | 0.0% | 0.4% | +1.4% |
| 16 | JPMORGAN CHASE & CONEW | 39,925 | $2.0M | 0.0% | 0.4% | new |
| 17 | Great Lakes Retirement, Inc. | 33,895 | $1.7M | 0.1% | 0.3% | +6.3% |
| 18 | Cetera Investment Advisers | 30,540 | $1.5M | 0.0% | 0.3% | +15.4% |
| 19 | PLANWISER FINANCIAL, LLCNEW | 23,155 | $1.1M | 0.8% | 0.2% | new |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 20,926 | $1.0M | 0.0% | 0.2% | +34.7% |
| 21 | Sigma Planning Corp | 20,725 | $1.0M | 0.0% | 0.2% | -1.4% |
| 22 | Townsend Financial Planning, LLC | 20,375 | $998,983 | 0.9% | 0.2% | +56.8% |
| 23 | Storgate, LLC | 19,582 | $960,105 | 0.2% | 0.2% | +189.0% |
| 24 | MML INVESTORS SERVICES, LLC | 17,911 | $878,162 | 0.0% | 0.2% | +51.6% |
| 25 | CAPTRUST FINANCIAL ADVISORS | 15,457 | $757,857 | 0.0% | 0.1% | -0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.