Who owns FBCV?
Fidelity Blue Chip Value ETF · Fidelity
40 institutions reported holding FBCV, worth $43.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FBCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $16.7M | 418,730 | +2,332 shares |
| Morgan Stanley | New York, NY | $5.8M | 145,295 | +89,046 shares |
| &Partners | Nashville, TN | $3.8M | 95,672 | −524 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.1M | 52,729 | +22,353 shares |
| AdvisorNet Financial, Inc | Minnetonka, MN | $1.3M | 31,483 | +2,502 shares |
| FMR LLC | Boston, MA | $1.1M | 28,846 | +9,540 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.1M | 28,572 | +2,323 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $911K | 22,882 | −79 shares |
| LPL Financial LLC | Fort Mill, SC | $879K | 22,071 | −490 shares |
| Kestra Private Wealth Services, LLC | Austin, TX | $851K | 21,379 | +1,249 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FBCV?
40 institutional managers reported holding FBCV in Form 13F filings for June 30, 2026, worth $43.1M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $16.7M.
Did institutions buy or sell FBCV last quarter?
Reported 13F value rose 9.6% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FBCV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.