FIDELITY BLUE CHIP VALUE ETF (FBCV) Institutional Shareholders
FIDELITY BLUE CHIP VALUE ETF (FBCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $41.10M in FBCV holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FBCV tracked by InsiderSet, reporting ownership valued at approximately $14.98M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.41M, representing an estimated gain of +16.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed FBCV value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Gts Securities Llc, &Partners, and several other long-term asset managers with concentrated positions in FIDELITY BLUE CHIP VALUE ETF (FBCV).
This page ranks the largest institutional FBCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$41.10M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$14.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 416,398 | $14,982,020 | $17,413,764 | +$2,431,744 | +16.23% | |
| Gts Securities Llc | 0.18% | 141,311 | $5,084,370 | $5,909,626 | +$825,256 | +16.23% | |
| &Partners | 0.02% | 96,196 | $3,461,132 | $4,022,917 | +$561,785 | +16.23% | |
| Morgan Stanley | 0.00% | 56,249 | $2,023,839 | $2,352,333 | +$328,494 | +16.23% | |
| Advisornet Financial, Inc | 0.06% | 31,483 | $1,253,666 | $1,316,619 | +$62,953 | +5.02% | |
| Envestnet Asset Management Inc | 0.00% | 30,376 | $1,092,911 | $1,270,324 | +$177,413 | +16.23% | |
| Cwm, Llc | 0.00% | 28,784 | $1,035,648 | $1,203,747 | +$168,099 | +16.23% | |
| Cetera Investment Advisers | 0.00% | 26,249 | $944,431 | $1,097,733 | +$153,302 | +16.23% | |
| Lpl Financial Llc | 0.00% | 22,561 | $811,748 | $943,501 | +$131,753 | +16.23% | |
| Citadel Advisors Llc | 0.00% | 22,535 | $810,809 | $942,414 | +$131,605 | +16.23% | |
| National Bank Of Canada | 0.00% | 20,966 | $754,975 | $876,798 | +$121,823 | +16.14% | |
| Kestra Private Wealth Services, Llc | 0.01% | 20,130 | $724,266 | $841,837 | +$117,571 | +16.23% | |
| Savvy Advisors, Inc. | 0.02% | 19,385 | $697,479 | $810,681 | +$113,202 | +16.23% | |
| Fmr Llc | 0.00% | 19,306 | $694,622 | $807,377 | +$112,755 | +16.23% | |
| Kestra Advisory Services, Llc | 0.00% | 19,047 | $685,319 | $796,546 | +$111,227 | +16.23% | |
| Sunbelt Securities, Inc. | 0.04% | 16,471 | $592,641 | $688,817 | +$96,176 | +16.23% | |
| Fifth Third Securities, Inc. | 0.03% | 14,403 | $573,527 | $602,333 | +$28,806 | +5.02% | |
| Florida Financial Advisors, Llc | 0.12% | 13,794 | $496,288 | $576,865 | +$80,577 | +16.24% | |
| Corecap Advisors, Llc | 0.01% | 12,189 | $485,380 | $509,744 | +$24,364 | +5.02% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 13,367 | $480,960 | $559,008 | +$78,048 | +16.23% | |
| Susquehanna International Group, Llp | 0.00% | 12,777 | $459,716 | $534,334 | +$74,618 | +16.23% | |
| Merit Financial Group, Llc | 0.00% | 11,124 | $442,966 | $465,206 | +$22,240 | +5.02% | |
| Truist Financial Corp | 0.00% | 11,960 | $430,321 | $500,167 | +$69,846 | +16.23% | |
| Hightower Advisors, Llc | 0.00% | 11,768 | $423,413 | $492,138 | +$68,725 | +16.23% | |
| Bank Of America Corp | 0.00% | 9,862 | $354,835 | $412,429 | +$57,594 | +16.23% | |
| Mwa Asset Management | 0.18% | 6,144 | $325,135 | $256,942 | -$68,193 | -20.97% | |
| Per Stirling Capital Management, Llc. | 0.02% | 6,285 | $226,134 | $262,839 | +$36,705 | +16.23% | |
| Proficio Capital Partners Llc | 0.01% | 5,646 | $203,143 | $236,116 | +$32,973 | +16.23% | |
| Roxbury Financial Llc | 0.13% | 4,225 | $168,241 | $176,690 | +$8,449 | +5.02% | |
| Global Assets Advisory, Llc | 0.04% | 7,403 | $132,137 | $309,593 | +$177,456 | +134.30% | |
| Ae Wealth Management Llc | 0.00% | 2,484 | $89,369 | $103,881 | +$14,512 | +16.24% | |
| Osaic Holdings, Inc. | 0.00% | 1,191 | $42,858 | $49,808 | +$6,950 | +16.22% | |
| Global Trust Asset Management, Llc | 0.01% | 1,030 | $37,059 | $43,075 | +$6,016 | +16.23% | |
| Royal Bank Of Canada | 0.00% | 460 | $17,000 | $19,237 | +$2,237 | +13.16% | |
| Mai Capital Management | 0.00% | 400 | $14,392 | $16,728 | +$2,336 | +16.23% | |
| Creative Financial Designs Inc | 0.00% | 364 | $13,086 | $15,222 | +$2,136 | +16.33% | |
| Advisory Services Network, Llc | 0.00% | 312 | $11,230 | $13,048 | +$1,818 | +16.19% | |
| Larson Financial Group Llc | 0.00% | 306 | $11,027 | $12,797 | +$1,770 | +16.05% | |
| Ifp Advisors, Inc | 0.00% | 104 | $4,141 | $4,349 | +$208 | +5.03% | |
| Glen Eagle Advisors, Llc | 0.00% | 108 | $3,886 | $4,517 | +$631 | +16.23% | |
| Napier Financial, Llc | 0.00% | 87 | $3,130 | $3,638 | +$508 | +16.24% | |
| Atlantic Union Bankshares Corp | 0.00% | 80 | $2,879 | $3,346 | +$467 | +16.21% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 22,961 | $826 | $960,229 | +$959,403 | +116150.49% | |
| Cape Investment Advisory, Inc. | 0.00% | 20 | $796 | $836 | +$40 | +5.08% | |
| Assetmark, Inc | 0.00% | 0 | $16 | — | — | — |
Frequently asked questions about FBCV
Who owns the most FBCV stock?
The largest holders of FBCV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY BLUE CHIP VALUE ETF (FBCV).
Is FBCV widely held by superinvestors?
Many widely followed stocks like FBCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FBCV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.