Who Owns FDLTY ENHD LC VL (FELV)? -- Institutional Holders (2026-06-30)

196 institutions reported holding $1.17B of FDLTY ENHD LC VL (FELV) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($668.0M), COMMONWEALTH EQUITY SERVICES, LLC ($106.4M), CITIGROUP INC ($72.2M), LPL Financial LLC ($39.5M), Independence Financial Advisors, LLC ($26.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$668.0M16.7MAdded
2COMMONWEALTH EQUITY SERVICES, LLC$106.4M2.7MAdded
3CITIGROUP INC$72.2M1.8MNew
4LPL Financial LLC$39.5M986,432Added
5Independence Financial Advisors, LLC$26.9M671,110Trimmed
6Sowa Financial Group, Inc.$26.3M656,484Added
7OSAIC HOLDINGS, INC.$23.2M579,147Added
8Thrivent Financial for Lutherans$19.4M485,013Added
9MORGAN STANLEY$14.9M371,293Added
10RAYMOND JAMES FINANCIAL INC$14.6M364,083Added
11Cetera Investment Advisers$11.3M283,000Added
12Kestra Advisory Services, LLC$11.2M278,280Added
13Advisory Resource Group$9.0M225,693Added
14Weil Company, Inc.$8.3M207,185Trimmed
15MARSHALL INVESTMENT MANAGEMENT, LLC$6.4M159,753Trimmed
16TWO SIGMA INVESTMENTS, LP$6.0M150,300New
17Cambridge Investment Research Advisors, Inc.$5.5M138,347Added
18J.W. COLE ADVISORS, INC.$5.4M135,369Trimmed
19WELLS FARGO & COMPANY/MN$5.2M128,947Added
20IHT Wealth Management, LLC$4.1M102,687Trimmed
21Investmark Advisory Group LLC$4.0M99,479Added
22MML INVESTORS SERVICES, LLC$3.9M97,145Added
23ENVESTNET ASSET MANAGEMENT INC$3.8M93,705Added
24Stratos Wealth Partners, LTD.$3.4M84,590Added
25Royal Bank of Canada$3.3M82,972Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30