Fidelity Blue Chip Value ETFFBCVETF

13F holders, Q4 2024 (December 31)
29holders +2
5new positions
4sold out
1famous investor
$31.61avg. 13F price*

At the end of Q4 2024, 29 institutions reported holding Fidelity Blue Chip Value ETF (FBCV) in their 13F filings, up 2 from Q3 2024. 5 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($13.6M), &partners ($2.9M) and Kestra Private Wealth Services, LLC ($1.4M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$630K
Exits4$1.2M

All 13F filers, Q3 2024 → Q4 2024: 83,874 shares bought and 48,252 shares sold, net +35,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Commonwealth Equity Services, LLC 0.02% Add +7.2% 430,970 $13.6M
&partners 0.04% No change 93,225 $2.9M
Kestra Private Wealth Services, LLC 0.02% Add +14.3% 43,384 $1.4M
National Bank of Canada 0.00% Add +105.5% 24,666 $780K
Envestnet Asset Management Inc. 0.00% Reduce -33.7% 19,277 $609K
Truist Financial Corp. 0.00% Reduce -0.4% 15,370 $486K
Cambridge Investment Research Advisors, Inc. 0.00% Add +36.0% 14,049 $444K
Susquehanna International Group, LLP 0.00% New 12,828 $405K
Orion Porfolio Solutions, LLC 0.00% Add +8.5% 12,035 $380K
Orion Portfolio Solutions, LLC 0.00% Add +8.5% 12,035 $380K
HighTower Advisors, LLC 0.00% No change 11,768 $372K
Florida Financial Advisors, LLC 0.15% Add +8.1% 10,911 $345K
Cwm, LLC 0.00% Add +53.9% 9,513 $301K
Private Advisor Group, LLC 0.00% Add +0.5% 9,432 $298K
FMR LLC 0.00% Add +35.3% 8,661 $274K
Citadel Advisors 0.00% New 6,648 $210K
Osaic Holdings, Inc. 0.00% Add +64.6% 6,070 $192K
Sunbelt Securities, Inc. 0.02% Add +0.2% 5,470 $172K
CoreCap Advisors, LLC 0.01% Add +77.3% 4,494 $142K
Morgan Stanley 0.00% Add +2.3% 4,132 $131K
Cullen/Frost Bankers, Inc. 0.00% Add +30.0% 1,520 $48K
Royal Bank of Canada 0.00% Reduce -82.9% 460 $15K
Roxbury Financial LLC 0.01% — 311 $11K
MAI Capital Management 0.00% New 275 $9K
Glen Eagle Advisors, LLC 0.00% No change 108 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 106 $3K
Sandy Spring Bank 0.00% No change 80 $3K
Sound Income Strategies, LLC 0.00% New 68 $2K
UBS Group AG 0.00% Reduce -99.8% 1 $32

"% 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.