Public ownership evidence

Fidelity Blue Chip Value ETF (FBCV) Ownership Disclosures

Read FBCV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Fidelity Blue Chip Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Proficio Capital Partners LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
5,646
Value (USD)
$224,824
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001214659-26-010442
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FBCV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FBCV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Proficio Capital Partners LLC2026-06-302026-08-185,646$224,824None
Glen Eagle Advisors, LLC2026-06-302026-08-15108$4,301None
Per Stirling Capital Management, LLC.2026-06-302026-08-155,475$218,015None
OSAIC HOLDINGS, INC.2026-06-302026-08-1540$1,593None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,933$77,019None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,650$543,543None
&PARTNERS2026-06-302026-08-1595,672$3,809,665None
CITADEL ADVISORS LLC2026-06-302026-08-1510,032$399,474None
Larson Financial Group LLC2026-06-302026-08-15307$12,241None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15191$7,606None
UBS Group AG2026-06-302026-08-14612$24,370None
MORGAN STANLEY2026-06-302026-08-14145,294$5,785,607None
MORGAN STANLEY2026-06-302026-08-141$62None
FMR LLC2026-06-302026-08-1428,846$1,148,664None
Cetera Investment Advisers2026-06-302026-08-1328,572$1,137,744None
Allworth Financial LP2026-06-302026-08-12205$8,149None
Atlantic Union Bankshares Corp2026-06-302026-08-1280$3,186None
FLORIDA FINANCIAL ADVISORS, LLC2026-06-302026-08-1117,418$693,585None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-118,966$351,586None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-1112,000$475,320None
LPL Financial LLC2026-06-302026-08-0822,071$878,871None
HighTower Advisors, LLC2026-06-302026-08-0611,768$468,602None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-0517,840$710,389None
Savvy Advisors, Inc.2026-06-302026-08-0415,775$628,142None
AE Wealth Management LLC2026-06-302026-08-041,732$68,974None
Global Trust Asset Management, LLC2026-06-302026-08-041,030$41,015None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0452,729$2,099,673None
Napier Financial, LLC2026-06-302026-08-0187$3,464None
MWA Asset Management2026-06-302026-08-015,659$225,354None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3122,882$911,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30418,730$16,673,820None
Kestra Advisory Services, LLC2026-06-302026-07-2916,221$645,937None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-2921,379$851,309None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-29365$14,527None
TRUIST FINANCIAL CORP2026-06-302026-07-2912,796$509,537None
Cullen/Frost Bankers, Inc.2026-06-302026-07-2813,240$527,232None
Cape Investment Advisory, Inc.2026-06-302026-07-2420$796None
AdvisorNet Financial, Inc2026-06-302026-07-2431,483$1,253,666None
IFP Advisors, Inc2026-06-302026-07-21104$4,141None
Merit Financial Group, LLC2026-06-302026-07-217,072$281,597None
Merit Financial Group, LLC2026-06-302026-07-214,052$161,369None
Merit Financial Group, LLC2026-06-302026-07-1811,124$442,966None
Fifth Third Securities, Inc.2026-06-302026-07-1614,403$573,527None

90-day public filing window, up to 50 source positions.

Proficio Capital Partners LLC ↗Glen Eagle Advisors, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗&PARTNERS ↗CITADEL ADVISORS LLC ↗Larson Financial Group LLC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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