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Fidelity Blue Chip Value ETF (FBCV) Institutional Ownership

Fidelity Blue Chip Value ETF logo
$43.00 -0.18 (-0.42%)
As of 03:26 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Blue Chip Value ETF (BATS:FBCV)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$22.80M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.51M
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FBCV Institutional Buying and Selling by Quarter

Fidelity Blue Chip Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC12,189$485K0.0%+23.1%0.310%
5/19/2026 Bank of America Corp DE9,862$355K0.0%N/A0.251%
5/18/2026Sunbelt Securities Inc.16,471$593K0.0%+143.5%0.419%
5/14/2026 MWA Asset Management6,144$221K0.1%-4.7%0.156%
5/13/2026 Cetera Investment Advisers26,249$944K0.0%-3.6%0.668%
5/8/2026 MWA Asset Management6,144$221K0.1%-4.7%0.156%
5/7/2026 Florida Financial Advisors LLC13,794$496K0.1%+56.4%0.351%
5/2/2026 Global Assets Advisory LLC7,403$266K0.1%N/A0.188%
4/30/2026 Kestra Advisory Services LLC19,047$685K0.0%+10.3%0.485%
4/24/2026 Global Trust Asset Management LLC1,030$37K0.0%N/A0.026%
4/20/2026 Kestra Private Wealth Services LLC20,130$724K0.0%+35.5%0.512%
4/17/2026 AdvisorNet Financial Inc28,981$1.04M0.1%+10.0%0.737%
2/20/2026Sunbelt Securities Inc.6,764$241K0.0%+18.6%0.172%
2/17/2026 Cetera Investment Advisers27,216$971K0.0%+76.2%0.693%
2/17/2026 &PARTNERS95,846$3.42M0.0%+1.8%2.439%
2/13/2026 Kestra Advisory Services LLC17,265$616K0.0%+139.4%0.439%
2/12/2026 Orion Porfolio Solutions LLC9,079$324K0.0%-14.4%0.231%
2/12/2026 Commonwealth Equity Services LLC423,761$15.12M0.0%-16.3%10.783%
2/11/2026 LPL Financial LLC21,365$762K0.0%+182.8%0.544%
2/10/2026 Florida Financial Advisors LLC8,820$315K0.1%-14.8%0.224%
2/10/2026 Northwestern Mutual Wealth Management Co.189,281$6.75M0.0%+80,103.8%4.816%
2/5/2026 Elyxium Wealth LLC854$30K0.0%N/A0.022%
2/5/2026 Northwestern Mutual Wealth Management Co.189,281$6.75M0.0%+80,103.8%4.816%
2/2/2026 Truist Financial Corp18,166$648K0.0%+18.1%0.462%
1/29/2026 Kestra Private Wealth Services LLC14,852$530K0.0%-16.1%0.378%
1/26/2026CWM LLC26,561$947K0.0%-2.1%0.676%
1/23/2026 Fifth Third Securities Inc.11,193$399K0.0%+34.3%0.285%
1/20/2026 Savvy Advisors Inc.58,682$2.09M0.1%N/A1.493%
1/13/2026 CoreCap Advisors LLC8,796$314K0.0%+15.0%0.224%
11/17/2025 Kestra Private Wealth Services LLC17,695$603K0.0%-6.5%0.450%
11/17/2025 Susquehanna International Group LLP19,884$678K0.0%+21.0%0.506%
11/17/2025 National Bank of Canada FI20,966$715K0.0%-24.2%0.533%
11/12/2025 Orion Porfolio Solutions LLC10,603$361K0.0%+53.2%0.270%
11/7/2025 Florida Financial Advisors LLC10,348$353K0.1%+49.5%0.263%
11/5/2025 Envestnet Asset Management Inc.32,870$1.12M0.0%+8.9%0.836%
10/22/2025 CoreCap Advisors LLC7,648$261K0.0%+50.1%0.195%
10/22/2025 Commonwealth Equity Services LLC506,502$17.26M0.0%+18.3%12.888%
10/15/2025CWM LLC27,137$925K0.0%+33.1%0.691%
10/10/2025 Fifth Third Securities Inc.8,332$284K0.0%N/A0.212%
10/9/2025 AdvisorNet Financial Inc8,187$279K0.0%+107.2%0.208%
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9/4/2025 Osaic Holdings Inc.2,759$90K0.0%+151.3%0.070%
8/27/2025 Orion Porfolio Solutions LLC6,921$227K0.0%-28.0%0.176%
8/15/2025 Florida Financial Advisors LLC6,921$227K0.1%-26.4%0.176%
8/15/2025 Orion Porfolio Solutions LLC6,921$227K0.0%-28.0%0.176%
8/14/2025 Florida Financial Advisors LLC6,921$227K0.2%-26.4%0.176%
8/13/2025 Northwestern Mutual Wealth Management Co.885$29K0.0%+145.2%0.023%
8/8/2025 Cetera Investment Advisers8,987$294K0.0%N/A0.229%
8/1/2025 Envestnet Asset Management Inc.30,191$988K0.0%-26.9%0.768%
7/18/2025 Truist Financial Corp15,452$506K0.0%-3.2%0.393%
7/14/2025 AdvisorNet Financial Inc3,951$129K0.0%N/A0.101%
7/7/2025 Roxbury Financial LLC4,132$135K0.1%+11.9%0.105%
5/15/2025Royal Bank of Canada19,070$610K0.0%+4,045.7%0.477%
5/12/2025National Bank of Canada FI27,666$885K0.0%+12.2%0.692%
5/9/2025MWA Asset Management6,304$202K0.1%N/A0.158%
5/5/2025Kestra Private Wealth Services LLC49,670$1.59M0.0%+14.5%1.242%
5/2/2025Cullen Frost Bankers Inc.12,554$401K0.0%+725.9%0.314%
5/1/2025Florida Financial Advisors LLC9,399$301K0.1%-13.9%0.235%
5/1/2025CWM LLC20,628$660K0.0%+116.8%0.516%
4/29/2025Envestnet Asset Management Inc.41,318$1.32M0.0%+114.3%1.033%
4/9/2025Roxbury Financial LLC3,693$120K0.1%+1,087.5%0.092%
2/17/2025CoreCap Advisors LLC4,494$142K0.0%+77.3%0.108%
2/17/2025Citadel Advisors LLC6,648$210K0.0%N/A0.160%
2/13/2025Envestnet Asset Management Inc.19,277$609K0.0%-33.7%0.465%
2/12/2025National Bank of Canada FI24,666$780K0.0%+105.6%0.594%
2/12/2025Orion Portfolio Solutions LLC12,035$380K0.0%+8.5%0.290%
2/12/2025Florida Financial Advisors LLC10,911$345K0.2%+8.1%0.263%
2/10/2025Commonwealth Equity Services LLC430,970$13.62M0.0%+7.2%10.385%
2/6/2025Cullen Frost Bankers Inc.1,520$48K0.0%+30.0%0.037%
2/6/2025Proficio Capital Partners LLC178,444$5.64M0.1%N/A4.300%
2/5/2025Proficio Capital Partners LLC178,444$5.64M0.0%N/A4.300%
1/28/2025Kestra Private Wealth Services LLC43,384$1.37M0.0%+14.3%1.045%
11/18/2024Sunbelt Securities Inc.5,460$178K0.0%+14.9%0.132%
11/15/2024Orion Portfolio Solutions LLC11,090$362K0.0%+13.8%0.267%
11/15/2024National Bank of Canada FI12,000$392K0.0%-5.0%0.289%
11/13/2024FMR LLC6,403$209K0.0%+107.4%0.154%
11/8/2024MWA Asset Management6,544$214K0.1%N/A0.158%
10/22/2024Private Advisor Group LLC9,384$307K0.0%-34.3%0.226%
10/8/2024CWM LLC6,180$202K0.0%+72.1%0.149%
7/31/2024Commonwealth Equity Services LLC377,761$11.34M0.0%+8.4%9.103%
7/24/2024Traynor Capital Management Inc.87,238$2.62M0.2%N/A2.102%
7/24/2024&PARTNERS96,831$2.91M0.1%-1.1%2.333%
7/11/2024Pacifica Partners Inc.1,000$30K0.0%N/A0.024%
7/10/2024CWM LLC3,590$108K0.0%+11.6%0.087%
5/2/2024Lincoln National Corp113,062$3.53M0.1%+0.6%2.738%
4/30/2024Private Advisor Group LLC17,429$544K0.0%N/A0.422%
4/29/2024Commonwealth Equity Services LLC348,441$10.88M0.0%+5.4%8.437%
4/11/2024&PARTNERS97,931$3.06M0.4%+1.8%2.418%
2/6/2024Lincoln National Corp112,346$3.28M0.1%N/A2.774%
2/6/2024National Bank of Canada FI12,634$370K0.0%N/A0.312%
2/5/2024Kestra Private Wealth Services LLC41,822$1.22M0.0%+67.7%1.033%
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2/2/2024Atria Wealth Solutions Inc.10,710$313K0.0%-94.8%0.264%
1/9/2024&PARTNERS96,213$2.81M0.7%-3.1%2.376%
11/8/2023Atria Wealth Solutions Inc.206,178$5.67M0.1%+2.6%5.091%
11/8/2023Kestra Private Wealth Services LLC24,946$686K0.0%-19.1%0.616%
11/1/2023Orion Portfolio Solutions LLC7,468$205K0.0%N/A0.184%
10/23/2023Commonwealth Equity Services LLC290,378$7.99M0.0%-6.9%7.170%
10/6/2023&PARTNERS99,253$2.73M1.2%-2.3%2.451%
8/10/2023Commonwealth Equity Services LLC311,997$8.70M0.0%-39.2%7.704%
8/8/2023Kestra Private Wealth Services LLC30,845$860K0.0%-18.7%0.762%
8/3/2023Atria Wealth Solutions Inc.200,858$5.60M0.1%+23.8%4.959%


FBCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 institutional investors and hedge funds held shares of Fidelity Blue Chip Value ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($15.12M), Northwestern Mutual Wealth Management Co. ($6.75M), Proficio Capital Partners LLC ($5.64M), &PARTNERS ($3.42M), Savvy Advisors Inc. ($2.09M), Envestnet Asset Management Inc. ($1.12M), and AdvisorNet Financial Inc ($1.04M).Learn more on Fidelity Blue Chip Value ETF's institutional investors.

Of the 32 institutional investors that purchased Fidelity Blue Chip Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($378.61K), Proficio Capital Partners LLC ($356.89K), Commonwealth Equity Services LLC ($107.52K), Savvy Advisors Inc. ($58.68K), Envestnet Asset Management Inc. ($24.72K), Cetera Investment Advisers ($20.76K), and CWM LLC ($20.46K).

Institutional investors have bought a total of 643,094 shares in the last 24 months. This purchase volume represents approximately $22.80M in transactions.

The following institutional investors have sold Fidelity Blue Chip Value ETF stock in the last 24 months: Commonwealth Equity Services LLC ($82.74K), National Bank of Canada FI ($6.70K), Kestra Private Wealth Services LLC ($4.08K), Florida Financial Advisors LLC ($1.53K), Orion Porfolio Solutions LLC ($1.52K), Cetera Investment Advisers ($967.00), and MWA Asset Management ($600.00).

Institutional investors have sold a total of 98,718 shares in the last 24 months. This volume of shares sold represents approximately $3.51M in transactions.


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Institutional ownership data for BATS:FBCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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