13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
FELV

FIDELITY ENHANCED LARGE CAP VA

173 institutions still hold FIDELITY ENHANCED LARGE CAP VA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31609a107·173 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.1%
vs prior quarter
13F value held
$802M
75.0% inst. owned
of float
Holders
173
+81 QoQ
filers reporting
Activity
+8 / −46
+822 added · −865 reduced
this quarter
Concentration
70.35%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

173 institutions reported FELV in Q1 2026. FMR LLC leads at 70.3% of the visible book. +81 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$564M16.2M0.03%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$70M2.0M0.10%Q1 202603
Independence Financial Advisors, LLC
CIK 0002066080
$35M994K10.41%Q1 202604
LPL Financial LLC
CIK 0001403438
$25M729K0.01%Q1 202605
Sowa Financial Group, Inc.
CIK 0001806226
$22M648K11.70%Q4 202506
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M330K0.00%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$9M246K0.01%Q1 202608
Weil Company, Inc.
CIK 0001318011
$8M242K1.90%Q1 202609
Advisory Resource Group
CIK 0001764968
$7M214K1.29%Q1 202610
FCG Investment Co
CIK 0002011697
$7M214K3.28%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M182K0.01%Q1 202612
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$6M168K2.82%Q1 202613
Kestra Advisory Services, LLC
CIK 0001830819
$5M139K0.02%Q1 202614
J.W. COLE ADVISORS, INC.
CIK 0001404763
$5M138K0.16%Q1 202615
IHT Wealth Management, LLC
CIK 0001697490
$4M123K0.10%Q1 202616
Pathfinder Wealth Consulting, Inc.
CIK 0002108842
$4M117K2.65%Q1 202617
Investmark Advisory Group LLC
CIK 0001926349
$3M93K1.38%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$3M84K0.00%Q1 202619
Processus Wealth & Capital Management, LLC
CIK 0002014209
$3M77K1.83%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M73K0.00%Q1 2026
Page 1 of 9
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