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Fidelity YLD Enhan Eqty ETF (FYEE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares1,116,522 from 701,686
Change+414,836 (+59%)
Value$33.1M (+$12.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares710,213 from 485,922
Change+224,291 (+46%)
Value$21.1M (+$7.0M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares260,801 from 240,180
Change+20,621 (+9%)
Value$7.7M (+$804.4K)
Filed 2026-10-16
Advisory Resource Group
DECREASED
Shares257,080 from 291,862
Change-34,782 (-12%)
Value$7.6M (-$799.2K)
Filed 2026-10-26
Sentinel Advisory Group, LLC
INCREASED
Shares214,373 from 209,505
Change+4,868 (+2%)
Value$6.4M (+$312.1K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares171,140 from 140,234
Change+30,906 (+22%)
Value$5.1M (+$1.0M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares153,402 from 94,965
Change+58,437 (+62%)
Value$4.6M (+$1.8M)
Filed 2026-11-02
TBH Global Asset Management, LLC
DECREASED
Shares99,448 from 104,136
Change-4,688 (-4%)
Value$3.0M (-$55.9K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares84,442 from 34,647
Change+49,795 (+144%)
Value$2.5M (+$1.5M)
Filed 2026-11-02
San Luis Wealth Advisors LLC
DECREASED
Shares67,315 from 68,913
Change-1,598 (-2%)
Value$2.0M (+$7.7K)
Filed 2026-10-27
Traynor Capital Management, Inc.
INCREASED
Shares65,612 from 51,848
Change+13,764 (+27%)
Value$1.9M (+$450.1K)
Filed 2026-10-29
Wealth Effects LLC
DECREASED
Shares53,637 from 53,812
Change-175 (0%)
Value$1.6M (+$37.9K)
Filed 2026-10-23
Diversify Advisory Services, LLC
NEW
Shares53,037
Change+53,037
Value$1.6M
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares53,037
Change+53,037
Value$1.6M
Filed 2026-10-20
Global Trust Asset Management, LLC
INCREASED
Shares45,262 from 37,791
Change+7,471 (+20%)
Value$1.3M (+$252.0K)
Filed 2026-10-19
Financial Management Network Inc
INCREASED
Shares43,094 from 38,595
Change+4,499 (+12%)
Value$1.3M (+$162.8K)
Filed 2026-10-09
Mission Financial Group, LLC
DECREASED
Shares39,825 from 40,784
Change-959 (-2%)
Value$1.2M (+$4.2K)
Filed 2026-10-21
Kraematon Investment Advisors, Inc
INCREASED
Shares37,753 from 36,143
Change+1,610 (+4%)
Value$1.1M (+$76.7K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares29,261 from 21,069
Change+8,192 (+39%)
Value$868.8K (+$260.1K)
Filed 2026-10-15
Nfsg Corp
INCREASED
Shares26,719 from 23,680
Change+3,039 (+13%)
Value$793.3K (+$109.2K)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares23,791 from 23,791
Change0 (0%)
Value$706.4K (+$19.0K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,650 from 20,600
Change+50 (+0%)
Value$621.2K (+$14.7K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares18,572 from 18,537
Change+35 (+0%)
Value$551.4K (+$15.9K)
Filed 2026-11-05
Hixon Zuercher, LLC
INCREASED
Shares13,709 from 10,054
Change+3,655 (+36%)
Value$407.0K (+$116.6K)
Filed 2026-10-13
Reicon Wealth Advisors, LLC
NEW
Shares13,662
Change+13,662
Value$405.6K
Filed 2026-11-04
Lighthouse Financial LLC
NEW
Shares12,758
Change+12,758
Value$378.8K
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares11,255 from 9,189
Change+2,066 (+22%)
Value$334.1K (+$68.7K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares9,662 from 502
Change+9,160 (+1825%)
Value$286.9K (+$272.4K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares7,905 from 4,521
Change+3,384 (+75%)
Value$234.7K (+$104.1K)
Filed 2026-10-16
Strategic Blueprint, LLC
NEW
Shares7,598
Change+7,598
Value$225.6K
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares7,528 from 7,445
Change+83 (+1%)
Value$223.5K (+$8.4K)
Filed 2026-11-03
Parsons Capital Management Inc
UNCHANGED
Shares7,217 from 7,217
Change0 (0%)
Value$214.3K (+$5.8K)
Filed 2026-10-28
Trust Co of Vermont
NEW
Shares3,103
Change+3,103
Value$92.1K
Filed 2026-10-21
Roxbury Financial LLC
INCREASED
Shares1,834 from 1,706
Change+128 (+8%)
Value$54.4K (+$5.2K)
Filed 2026-10-01
Private Trust Co NA
UNCHANGED
Shares1,382 from 1,382
Change0 (0%)
Value$41.0K (+$1.1K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$29.7K
Filed 2026-10-27
Fifth Third Bancorp
NEW
Shares575
Change+575
Value$17.1K
Filed 2026-11-05
Holos Integrated Wealth LLC
INCREASED
Shares370 from 363
Change+7 (+2%)
Value$11.0K (+$473)
Filed 2026-10-23
Simplex Trading, LLC
DECREASED
Shares251 from 819
Change-568 (-69%)
Value$7.5K (-$16.2K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.9K (+$160)
Filed 2026-11-02
RMR Wealth Builders
CLOSED
Shares0 from 7,792
Change-7,792 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,400
Change-4,400 (-100%)
Value$0 (-$127.1K)
Filed 2026-10-15
Bleakley Financial Group, LLC
N/A
Shares— from 190,220
Change-190,220 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 161,110
Change-161,110 (-100%)
Value—
Boston Partners
N/A
Shares— from 82,420
Change-82,420 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 77,763
Change-77,763 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 69,787
Change-69,787 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 58,696
Change-58,696 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 38,460
Change-38,460 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 21,512
Change-21,512 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 17,995
Change-17,995 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,608
Change-17,608 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,905
Change-16,905 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,009
Change-11,009 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,337
Change-7,337 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,002
Change-7,002 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED1,116,522701,686+414,836+59%$20.3M$33.1M+$12.9M2026-11-02
LPL Financial LLC
INCREASED710,213485,922+224,291+46%$14.0M$21.1M+$7.0M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED260,801240,180+20,621+9%$6.9M$7.7M+$804.4K2026-10-16
Advisory Resource Group
DECREASED257,080291,862-34,782-12%$8.4M$7.6M-$799.2K2026-10-26
Sentinel Advisory Group, LLC
INCREASED214,373209,505+4,868+2%$6.1M$6.4M+$312.1K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED171,140140,234+30,906+22%$4.1M$5.1M+$1.0M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED153,40294,965+58,437+62%$2.7M$4.6M+$1.8M2026-11-02
TBH Global Asset Management, LLC
DECREASED99,448104,136-4,688-4%$3.0M$3.0M-$55.9K2026-11-03
Kestra Advisory Services, LLC
INCREASED84,44234,647+49,795+144%$1.0M$2.5M+$1.5M2026-11-02
San Luis Wealth Advisors LLC
DECREASED67,31568,913-1,598-2%$2.0M$2.0M+$7.7K2026-10-27
Traynor Capital Management, Inc.
INCREASED65,61251,848+13,764+27%$1.5M$1.9M+$450.1K2026-10-29
Wealth Effects LLC
DECREASED53,63753,812-1750%$1.6M$1.6M+$37.9K2026-10-23
Diversify Advisory Services, LLC
NEW53,037—+53,037——$1.6M—2026-10-20
Diversify Wealth Management, LLC
NEW53,037—+53,037——$1.6M—2026-10-20
Global Trust Asset Management, LLC
INCREASED45,26237,791+7,471+20%$1.1M$1.3M+$252.0K2026-10-19
Financial Management Network Inc
INCREASED43,09438,595+4,499+12%$1.1M$1.3M+$162.8K2026-10-09
Mission Financial Group, LLC
DECREASED39,82540,784-959-2%$1.2M$1.2M+$4.2K2026-10-21
Kraematon Investment Advisors, Inc
INCREASED37,75336,143+1,610+4%$1.0M$1.1M+$76.7K2026-11-02
Atria Investments, Inc
INCREASED29,26121,069+8,192+39%$608.7K$868.8K+$260.1K2026-10-15
Nfsg Corp
INCREASED26,71923,680+3,039+13%$684.1K$793.3K+$109.2K2026-10-15
Spire Wealth Management
UNCHANGED23,79123,79100%$687.3K$706.4K+$19.0K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED20,65020,600+50+0%$606.5K$621.2K+$14.7K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED18,57218,537+35+0%$535.5K$551.4K+$15.9K2026-11-05
Hixon Zuercher, LLC
INCREASED13,70910,054+3,655+36%$290.4K$407.0K+$116.6K2026-10-13
Reicon Wealth Advisors, LLC
NEW13,662—+13,662——$405.6K—2026-11-04
Lighthouse Financial LLC
NEW12,758—+12,758——$378.8K—2026-10-23
Flagship Harbor Advisors, LLC
INCREASED11,2559,189+2,066+22%$265.5K$334.1K+$68.7K2026-10-26
Farther Finance Advisors, LLC
INCREASED9,662502+9,160+1825%$14.5K$286.9K+$272.4K2026-10-08
IFP Advisors, Inc
INCREASED7,9054,521+3,384+75%$130.6K$234.7K+$104.1K2026-10-16
Strategic Blueprint, LLC
NEW7,598—+7,598——$225.6K—2026-10-22
RFG Advisory, LLC
INCREASED7,5287,445+83+1%$215.1K$223.5K+$8.4K2026-11-03
Parsons Capital Management Inc
UNCHANGED7,2177,21700%$208.5K$214.3K+$5.8K2026-10-28
Trust Co of Vermont
NEW3,103—+3,103——$92.1K—2026-10-21
Roxbury Financial LLC
INCREASED1,8341,706+128+8%$49.3K$54.4K+$5.2K2026-10-01
Private Trust Co NA
UNCHANGED1,3821,38200%$39.9K$41.0K+$1.1K2026-10-20
Latitude Advisors, LLC
NEW1,000—+1,000——$29.7K—2026-10-27
Fifth Third Bancorp
NEW575—+575——$17.1K—2026-11-05
Holos Integrated Wealth LLC
INCREASED370363+7+2%$10.6K$11.0K+$4732026-10-23
Simplex Trading, LLC
DECREASED251819-568-69%$23.7K$7.5K-$16.2K2026-11-04
Westside Investment Management, Inc.
UNCHANGED20020000%$5.8K$5.9K+$1602026-11-02
RMR Wealth Builders
CLOSED07,792-7,792-100%$225.1K$0-$225.1K2026-10-22
AdvisorNet Financial, Inc
CLOSED04,400-4,400-100%$127.1K$0-$127.1K2026-10-15
Bleakley Financial Group, LLC
N/A—190,220-190,220-100%$5.5M———
Cetera Investment Advisers
N/A—161,110-161,110-100%$4.7M———
Boston Partners
N/A—82,420-82,420-100%$2.4M———
Aptus Capital Advisors, LLC
N/A—77,763-77,763-100%$2.2M———
NewEdge Advisors, LLC
N/A—69,787-69,787-100%$2.0M———
Resolute Capital, LLC
N/A—58,696-58,696-100%$1.7M———
Summit Wealth Partners, LLC
N/A—38,460-38,460-100%$1.1M———
Savvy Advisors, Inc.
N/A—21,512-21,512-100%$621.5K———
Silver OAK Securities, Incorporated
N/A—17,995-17,995-100%$519.9K———
Citadel Advisors LLC
N/A—17,608-17,608-100%$508.7K———
Envestnet Asset Management Inc
N/A—16,905-16,905-100%$488.4K———
PFG Investments, LLC
N/A—16,000-16,000-100%$462.2K———
Beacon Pointe Advisors, LLC
N/A—11,009-11,009-100%$318.0K———
MML Investors Services, LLC
N/A—7,337-7,337-100%$212.0K———
Summit Financial, LLC
N/A—7,002-7,002-100%$202.3K———
Global Retirement Partners, LLC
N/A—5,590-5,590-100%$161.5K———
Wellington-Altus USA Inc.
N/A—5,200-5,200-100%$141.1K———
Royal Bank of Canada
N/A—3,117-3,117-100%$90.0K———
Osaic Holdings, Inc.
N/A—1,839-1,839-100%$53.2K———
BFC Planning, Inc.
N/A—10-10-100%$289———
JPMorgan Chase & Co
N/A—1-1-100%$33———
Showing 63 of 63 institutions