Who owns Fidelity Yield Enhanced Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FYEE from SEC Form 13F filings across 54 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, 54 institutions disclosed 3.6M shares of Fidelity Yield Enhanced Equity ETF worth $104.1M — about 53.6% of shares outstanding; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
54
13F holders
$104.1M
value, 2026 filers
53.6%
of shares outstanding (3.6M sh)
17
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 FYEE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 701,686 | $20.3M | 0.0% | 10.4% | +45.1% |
| 2 | LPL Financial LLC | 485,922 | $14.0M | 0.0% | 7.2% | +826.8% |
| 3 | Advisory Resource Group | 291,862 | $8.4M | 1.3% | 4.3% | +3.0% |
| 4 | Concurrent Investment Advisors, LLC | 240,180 | $6.9M | 0.1% | 3.6% | +1.6% |
| 5 | Sentinel Advisory Group, LLC | 209,505 | $6.1M | 2.5% | 3.1% | +13.6% |
| 6 | Bleakley Financial Group, LLC | 190,220 | $5.5M | 0.1% | 2.8% | +3.9% |
| 7 | Cetera Investment Advisers | 161,110 | $4.7M | 0.0% | 2.4% | -4.3% |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | 140,234 | $4.1M | 0.0% | 2.1% | +2.3% |
| 9 | TBH Global Asset Management, LLC | 104,136 | $3.0M | 0.6% | 1.5% | -0.1% |
| 10 | Cambridge Investment Research Advisors, Inc. | 94,965 | $2.7M | 0.0% | 1.4% | -3.0% |
| 11 | Boston Partners | 82,420 | $2.4M | 0.0% | 1.2% | +590.9% |
| 12 | Aptus Capital Advisors, LLC | 77,763 | $2.2M | 0.0% | 1.2% | -2.0% |
| 13 | NewEdge Advisors, LLC | 69,787 | $2.0M | 0.0% | 1% | -5.9% |
| 14 | San Luis Wealth Advisors LLCNEW | 68,913 | $2.0M | 0.3% | 1% | new |
| 15 | RESOLUTE CAPITAL, LLC | 58,696 | $1.7M | 0.6% | 0.9% | +32.3% |
| 16 | WEALTH EFFECTS LLC | 53,812 | $1.6M | 0.4% | 0.8% | +4.8% |
| 17 | Traynor Capital Management, Inc. | 51,848 | $1.5M | 0.1% | 0.8% | +64.2% |
| 18 | Mission Financial Group, LLCNEW | 40,784 | $1.2M | 1.0% | 0.6% | new |
| 19 | FINANCIAL MANAGEMENT NETWORK INCNEW | 38,595 | $1.1M | 0.2% | 0.6% | new |
| 20 | Summit Wealth Partners, LLC | 38,460 | $1.1M | 0.2% | 0.6% | +121.7% |
| 21 | Global Trust Asset Management, LLC | 37,791 | $1.1M | 0.3% | 0.6% | +78.1% |
| 22 | KRAEMATON INVESTMENT ADVISORS, INC | 36,143 | $1.0M | 0.8% | 0.5% | +2.7% |
| 23 | Kestra Advisory Services, LLCNEW | 34,647 | $1.0M | 0.0% | 0.5% | new |
| 24 | Spire Wealth Management | 23,791 | $687,319 | 0.0% | 0.4% | +0.9% |
| 25 | NFSG Corp | 23,680 | $684,115 | 0.1% | 0.4% | +15.3% |
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.