Fidelity Blue Chip Value ETFFBCVETF

13F holders, Q4 2025 (December 31)
41holders +4
9new positions
5sold out
1famous investor
$35.67avg. 13F price*

At the end of Q4 2025, 41 institutions reported holding Fidelity Blue Chip Value ETF (FBCV) in their 13F filings, up 4 from Q3 2025. 9 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($15.1M), &partners ($3.4M) and Morgan Stanley ($2.4M). 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$3.0M
Exits5$290K

All 13F filers, Q3 2025 → Q4 2025: 164,409 shares bought and 116,294 shares sold, net +48,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Commonwealth Equity Services, LLC 0.02% Reduce -16.3% 423,761 $15.1M
&partners 0.02% Add +1.8% 95,846 $3.4M
Morgan Stanley 0.00% Add +13.7% 66,144 $2.4M
Savvy Advisors, Inc. 0.07% New 58,682 $2.1M
Envestnet Asset Management Inc. 0.00% Add +25.5% 41,252 $1.5M
Cetera Investment Advisers 0.00% Add +76.2% 27,216 $971K
Cwm, LLC 0.00% Reduce -2.1% 26,561 $947K
AdvisorNet Financial, Inc 0.05% Add +221.8% 26,350 $940K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.3% 22,159 $790K
LPL Financial LLC 0.00% Add +182.8% 21,365 $762K
National Bank of Canada 0.00% No change 20,966 $745K
Truist Financial Corp. 0.00% Add +18.1% 18,166 $648K
Kestra Advisory Services, LLC 0.00% Add +139.4% 17,265 $616K
Kestra Private Wealth Services, LLC 0.01% Reduce -16.1% 14,852 $530K
Cullen/Frost Bankers, Inc. 0.01% Add +1.8% 12,946 $462K
FMR LLC 0.00% Reduce -3.4% 12,265 $438K
Citadel Advisors 0.00% New 11,895 $424K
HighTower Advisors, LLC 0.00% No change 11,768 $420K
Fifth Third Securities, Inc. 0.03% Add +34.3% 11,193 $399K
Orion Porfolio Solutions, LLC 0.00% Reduce -14.4% 9,079 $324K
Florida Financial Advisors, LLC 0.09% Reduce -14.8% 8,820 $315K
CoreCap Advisors, LLC 0.01% Add +15.0% 8,796 $314K
Sunbelt Securities, Inc. 0.02% Add +18.6% 6,764 $241K
Susquehanna International Group, LLP 0.00% Reduce -67.2% 6,530 $233K
MWA Asset Management 0.13% Add +1.6% 6,444 $230K
Per Stirling Capital Management, LLC. 0.02% New 6,085 $217K
Proficio Capital Partners LLC 0.01% New 5,646 $201K
Roxbury Financial LLC 0.13% Add +1.4% 4,203 $150K
Osaic Holdings, Inc. 0.00% Add +25.2% 3,312 $118K
Elyxium Wealth, LLC 0.01% New 854 $30K
Royal Bank of Canada 0.00% Reduce -62.7% 636 $22K
UBS Group AG 0.00% Reduce -82.0% 540 $19K
MAI Capital Management 0.00% No change 400 $14K
Creative Financial Designs Inc. 0.00% Add +1.7% 362 $13K
Larson Financial Group LLC 0.00% New 305 $11K
Glen Eagle Advisors, LLC 0.00% No change 108 $4K
IFP Advisors, Inc 0.00% New 103 $4K
Atlantic Union Bankshares Corp 0.00% No change 80 $3K
Comerica Bank 0.00% No change 56 $2K
Allworth Financial LP 0.00% New 32 $1K
Cape Investment Advisory, Inc. 0.00% New 20 $713

"% 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.