Fidelity Blue Chip Value ETFFBCVETF

13F holders, Q2 2026 (June 30)
40holders −3
6new positions
8sold out
1famous investor
$39.81avg. 13F price*

At the end of Q2 2026, 40 institutions reported holding Fidelity Blue Chip Value ETF (FBCV) in their 13F filings, down 3 from Q1 2026. 6 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($16.7M), Morgan Stanley ($5.8M) and &partners ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fidelity Blue Chip Value ETF
CUSIP
316092345
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 27Q1 2024Q2 2024: 29Q2 2024Q3 2024: 27Q3 2024Q4 2024: 29Q4 2024Q1 2025: 32Q1 2025Q2 2025: 36Q2 2025Q3 2025: 37Q3 2025Q4 2025: 41Q4 2025Q1 2026: 43Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$1.2M
Exits8$5.6M

All 13F filers, Q1 2026 → Q2 2026: 167,751 shares bought and 181,975 shares sold, net −14,224 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

Commonwealth Equity Services, LLC 0.02% Add +0.6% 418,730 $16.7M
Morgan Stanley 0.00% Add +158.3% 145,295 $5.8M
&partners 0.02% Reduce -0.5% 95,672 $3.8M
Envestnet Asset Management Inc. 0.00% Add +73.6% 52,729 $2.1M
AdvisorNet Financial, Inc 0.06% Add +8.6% 31,483 $1.3M
FMR LLC 0.00% Add +49.4% 28,846 $1.1M
Cetera Investment Advisers 0.00% Add +8.8% 28,572 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.3% 22,882 $911K
LPL Financial LLC 0.00% Reduce -2.2% 22,071 $879K
Kestra Private Wealth Services, LLC 0.01% Add +6.2% 21,379 $851K
National Bank of Canada 0.00% No change 20,966 $827K
Principal Securities, Inc. 0.01% New 17,840 $710K
Florida Financial Advisors, LLC 0.12% Add +26.3% 17,418 $694K
Kestra Advisory Services, LLC 0.00% Reduce -14.8% 16,221 $646K
Savvy Advisors, Inc. 0.01% Reduce -18.6% 15,775 $628K
Fifth Third Securities, Inc. 0.03% Reduce -0.1% 14,403 $574K
Susquehanna International Group, LLP 0.00% Add +6.8% 13,650 $544K
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.9% 13,240 $527K
Truist Financial Corp. 0.00% Add +7.0% 12,796 $510K
CoreCap Advisors, LLC 0.01% Add +23.1% 12,189 $485K
HighTower Advisors, LLC 0.00% No change 11,768 $469K
Merit Financial Group, LLC 0.00% New 11,124 $443K
Citadel Advisors 0.00% Reduce -55.5% 10,032 $399K
MWA Asset Management 0.10% Reduce -7.9% 5,659 $225K
Proficio Capital Partners LLC 0.01% No change 5,646 $225K
Per Stirling Capital Management, LLC. 0.02% Reduce -12.9% 5,475 $218K
Roxbury Financial LLC 0.13% Add +0.2% 4,225 $168K
Osaic Holdings, Inc. 0.00% Add +65.7% 1,973 $79K
AE Wealth Management LLC 0.00% Reduce -30.3% 1,732 $69K
Global Trust Asset Management, LLC 0.01% No change 1,030 $41K
UBS Group AG 0.00% New 612 $24K
Creative Financial Designs Inc. 0.00% Add +0.3% 365 $15K
Larson Financial Group LLC 0.00% Add +0.3% 307 $12K
Allworth Financial LP 0.00% New 205 $8K
Wells Fargo & Company 0.00% New 191 $8K
Glen Eagle Advisors, LLC 0.00% No change 108 $4K
IFP Advisors, Inc 0.00% No change 104 $4K
Napier Financial, LLC 0.00% No change 87 $3K
Atlantic Union Bankshares Corp 0.00% No change 80 $3K
Cape Investment Advisory, Inc. 0.00% New 20 $796

"% of holder's portfolio" is FBCV's weight in each manager's 13F, not the share of Fidelity Blue Chip Value ETF the manager owns.