Who Owns FIDELITY BLUE (FBCV)? -- Institutional Holders (2026-06-30)

47 institutions reported holding $43.1M of FIDELITY BLUE (FBCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($16.7M), MORGAN STANLEY ($5.8M), &PARTNERS ($3.8M), ENVESTNET ASSET MANAGEMENT INC ($2.1M), AdvisorNet Financial, Inc ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$16.7M418,730Added
2MORGAN STANLEY$5.8M145,295Added
3&PARTNERS$3.8M95,672Trimmed
4ENVESTNET ASSET MANAGEMENT INC$2.1M52,729Added
5AdvisorNet Financial, Inc$1.3M31,483Added
6FMR LLC$1.1M28,846Added
7Cetera Investment Advisers$1.1M28,572Added
8Cambridge Investment Research Advisors, Inc.$911,00022,882Trimmed
9LPL Financial LLC$878,87122,071Trimmed
10KESTRA PRIVATE WEALTH SERVICES, LLC$851,30921,379Added
11NATIONAL BANK OF CANADA /FI/$826,90620,966Hold
12PRINCIPAL SECURITIES, INC.$710,38917,840New
13FLORIDA FINANCIAL ADVISORS, LLC$693,58517,418Added
14Kestra Advisory Services, LLC$645,93716,221Trimmed
15Savvy Advisors, Inc.$628,14215,775Trimmed
16Fifth Third Securities, Inc.$573,52714,403Trimmed
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$543,54313,650Added
18Cullen/Frost Bankers, Inc.$527,23213,240Trimmed
19TRUIST FINANCIAL CORP$509,53712,796Added
20CoreCap Advisors, LLC$485,38012,189Added
21HighTower Advisors, LLC$468,60211,768Hold
22Merit Financial Group, LLC$442,96611,124New
23CITADEL ADVISORS LLC$399,47410,032Trimmed
24MWA Asset Management$225,3545,659Trimmed
25Proficio Capital Partners LLC$224,8245,646Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30