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Fidelity Blue Chip Value ETF (FBCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares428,485 from 418,730
Change+9,755 (+2%)
Value$17.6M (+$971.3K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares36,846 from 31,483
Change+5,363 (+17%)
Value$1.6M (+$304.9K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,918 from 22,882
Change+2,036 (+9%)
Value$1.0M (+$115.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares22,352 from 21,379
Change+973 (+5%)
Value$920.5K (+$69.2K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares21,662 from 22,071
Change-409 (-2%)
Value$892.1K (+$13.2K)
Filed 2026-11-06
Florida Financial Advisors, LLC
INCREASED
Shares18,304 from 17,418
Change+886 (+5%)
Value$753.8K (+$60.2K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares16,425 from 16,221
Change+204 (+1%)
Value$676.4K (+$30.5K)
Filed 2026-11-02
Fifth Third Securities, Inc.
DECREASED
Shares14,194 from 14,403
Change-209 (-1%)
Value$584.5K (+$11.0K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares13,757 from 12,189
Change+1,568 (+13%)
Value$566.6K (+$81.2K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares13,471 from 12,796
Change+675 (+5%)
Value$554.7K (+$45.2K)
Filed 2026-10-30
HighTower Advisors, LLC
INCREASED
Shares12,231 from 11,768
Change+463 (+4%)
Value$503.7K (+$35.1K)
Filed 2026-11-10
Cullen T Bankers, Inc.
DECREASED
Shares11,093 from 13,240
Change-2,147 (-16%)
Value$456.8K (-$70.4K)
Filed 2026-10-28
Merit Financial Group, LLC
DECREASED
Shares10,821 from 11,124
Change-303 (-3%)
Value$445.6K (+$2.6K)
Filed 2026-11-06
Roxbury Financial LLC
INCREASED
Shares4,233 from 4,225
Change+8 (+0%)
Value$174.3K (+$6.1K)
Filed 2026-10-01
Armstrong Advisory Group, Inc
NEW
Shares2,879
Change+2,879
Value$118.6K
Filed 2026-10-09
Global Trust Asset Management, LLC
INCREASED
Shares1,930 from 1,030
Change+900 (+87%)
Value$79.5K (+$38.5K)
Filed 2026-10-19
Fifth Third Bancorp
NEW
Shares1,582
Change+1,582
Value$65.1K
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares366 from 365
Change+1 (+0%)
Value$15.1K (+$537)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares308 from 307
Change+1 (+0%)
Value$12.7K (+$452)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$8.1K ($0)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$4.3K (+$142)
Filed 2026-10-16
Blue Trust, Inc.
NEW
Shares8
Change+8
Value$333
Filed 2026-10-15
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$796)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 145,295
Change-145,295 (-100%)
Value—
&partners
N/A
Shares— from 95,672
Change-95,672 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 52,729
Change-52,729 (-100%)
Value—
FMR LLC
N/A
Shares— from 28,846
Change-28,846 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 28,572
Change-28,572 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,840
Change-17,840 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,775
Change-15,775 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,032
Change-10,032 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
UBS Group AG
N/A
Shares— from 612
Change-612 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 191
Change-191 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 80
Change-80 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED428,485418,730+9,755+2%$16.7M$17.6M+$971.3K2026-11-02
AdvisorNet Financial, Inc
INCREASED36,84631,483+5,363+17%$1.3M$1.6M+$304.9K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED24,91822,882+2,036+9%$911.0K$1.0M+$115.0K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED22,35221,379+973+5%$851.3K$920.5K+$69.2K2026-11-06
LPL Financial LLC
DECREASED21,66222,071-409-2%$878.9K$892.1K+$13.2K2026-11-06
Florida Financial Advisors, LLC
INCREASED18,30417,418+886+5%$693.6K$753.8K+$60.2K2026-11-09
Kestra Advisory Services, LLC
INCREASED16,42516,221+204+1%$645.9K$676.4K+$30.5K2026-11-02
Fifth Third Securities, Inc.
DECREASED14,19414,403-209-1%$573.5K$584.5K+$11.0K2026-10-21
CoreCap Advisors, LLC
INCREASED13,75712,189+1,568+13%$485.4K$566.6K+$81.2K2026-10-08
Truist Financial Corp
INCREASED13,47112,796+675+5%$509.5K$554.7K+$45.2K2026-10-30
HighTower Advisors, LLC
INCREASED12,23111,768+463+4%$468.6K$503.7K+$35.1K2026-11-10
Cullen T Bankers, Inc.
DECREASED11,09313,240-2,147-16%$527.2K$456.8K-$70.4K2026-10-28
Merit Financial Group, LLC
DECREASED10,82111,124-303-3%$443.0K$445.6K+$2.6K2026-11-06
Roxbury Financial LLC
INCREASED4,2334,225+8+0%$168.2K$174.3K+$6.1K2026-10-01
Armstrong Advisory Group, Inc
NEW2,879—+2,879——$118.6K—2026-10-09
Global Trust Asset Management, LLC
INCREASED1,9301,030+900+87%$41.0K$79.5K+$38.5K2026-10-19
Fifth Third Bancorp
NEW1,582—+1,582——$65.1K—2026-11-05
Creative Financial Designs Inc
INCREASED366365+1+0%$14.5K$15.1K+$5372026-11-04
Larson Financial Group LLC
INCREASED308307+1+0%$12.2K$12.7K+$4522026-11-05
Allworth Financial LP
UNCHANGED20520500%$8.1K$8.1K$02026-11-06
IFP Advisors, Inc
UNCHANGED10410400%$4.1K$4.3K+$1422026-10-16
Blue Trust, Inc.
NEW8—+8——$333—2026-10-15
Cape Investment Advisory, Inc.
CLOSED020-20-100%$796$0-$7962026-10-13
Morgan Stanley
N/A—145,295-145,295-100%$5.8M———
&partners
N/A—95,672-95,672-100%$3.8M———
Envestnet Asset Management Inc
N/A—52,729-52,729-100%$2.1M———
FMR LLC
N/A—28,846-28,846-100%$1.1M———
Cetera Investment Advisers
N/A—28,572-28,572-100%$1.1M———
National Bank of Canada
N/A—20,966-20,966-100%$826.9K———
Principal Securities, Inc.
N/A—17,840-17,840-100%$710.4K———
Savvy Advisors, Inc.
N/A—15,775-15,775-100%$628.1K———
Susquehanna International Group, LLP
N/A—13,650-13,650-100%$543.5K———
Citadel Advisors LLC
N/A—10,032-10,032-100%$399.5K———
MWA Asset Management
N/A—5,659-5,659-100%$225.4K———
Proficio Capital Partners LLC
N/A—5,646-5,646-100%$224.8K———
Per Stirling Capital Management, Llc.
N/A—5,475-5,475-100%$218.0K———
BFC Planning, Inc.
N/A—2,288-2,288-100%$91.1K———
Osaic Holdings, Inc.
N/A—1,973-1,973-100%$78.6K———
AE Wealth Management LLC
N/A—1,732-1,732-100%$69.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,340-1,340-100%$53.4K———
UBS Group AG
N/A—612-612-100%$24.4K———
Wells Fargo & Company
N/A—191-191-100%$7.6K———
Glen Eagle Advisors, LLC
N/A—108-108-100%$4.3K———
Napier Financial, LLC
N/A—87-87-100%$3.5K———
Atlantic Union Bankshares Corp
N/A—80-80-100%$3.2K———
Showing 45 of 45 institutions