Fidelity Blue Chip Grow ETFFBCGETF

13F holders, Q2 2026 (June 30)
317holders +48
63new positions
15sold out
2famous investors
$62.12avg. 13F price*

At the end of Q2 2026, 317 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 48 from Q1 2026. 63 opened new positions and 15 sold out. The largest holders were FMR LLC ($1.2B), JPMorgan Chase & Co. ($545.5M) and Dynasty Wealth Management, LLC ($438.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Fidelity Blue Chip Grow ETF
CUSIP
316092352
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 107Q1 2024Q2 2024: 138Q2 2024Q3 2024: 135Q3 2024Q4 2024: 182Q4 2024Q1 2025: 198Q1 2025Q2 2025: 200Q2 2025Q3 2025: 221Q3 2025Q4 2025: 260Q4 2025Q1 2026: 269Q1 2026Q2 2026: 317Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions63$293.9M
Exits15$51.5M

All 13F filers, Q1 2026 → Q2 2026: 9,944,886 shares bought and 2,984,789 shares sold, net +6,960,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 317 holders

FMR LLC 0.05% Reduce -5.8% 18,629,104 $1.2B
JPMorgan Chase & Co. 0.03% Reduce -0.9% 8,909,063 $545.5M
Dynasty Wealth Management, LLC 3.26% Reduce -1.8% 7,054,864 $438.2M
Sagespring Wealth Partners, LLC 5.26% Reduce -2.3% 5,514,169 $342.5M
Commonwealth Equity Services, LLC 0.23% Add +0.3% 2,910,411 $180.8M
Envestnet Asset Management Inc. 0.04% Add +7.0% 2,859,109 $177.6M
Morgan Stanley 0.01% Add +15.5% 1,817,581 $112.9M
Cetera Investment Advisers 0.09% Add +15.5% 1,653,412 $102.7M
Bank of America Corp. 0.01% Add +3.3% 1,617,479 $100.5M
GR Financial Group, LLC 13.49% New 1,598,116 $99.3M
OneDigital Investment Advisors LLC 0.82% Add +16.7% 1,566,892 $97.3M
Wells Fargo & Company 0.01% Add +15.4% 1,297,797 $80.6M
Storgate, LLC 16.42% Add +108.2% 1,274,528 $79.2M
MML Investors Services, LLC 0.16% Add +22.6% 1,253,451 $77.9M
Thrivent Financial for Lutherans 0.13% New 1,244,016 $77.3M
Portfolio Strategies, Inc. 6.52% Add +12.5% 839,835 $66.5M
KFA Private Wealth Group, LLC 15.77% Add +0.4% 1,054,517 $65.5M
PNC Financial Services Group, Inc. 0.03% Add +43.8% 934,434 $58.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +5.8% 859,302 $53.4M
UBS Group AG 0.01% Add +2.3% 844,821 $52.5M
LPL Financial LLC 0.01% Add +169.4% 709,073 $44.0M
Focus Partners Wealth 0.04% Add +9.9% 702,907 $43.7M
Cambridge Investment Research Advisors, Inc. 0.09% Add +30.5% 661,409 $41.1M
RFG Advisory, LLC 0.62% Reduce -4.5% 633,474 $39.3M
Sowa Financial Group, Inc. 18.31% Add +5.1% 632,394 $39.3M
Capital Analysts, LLC 0.83% Add +26.8% 578,034 $35.9M
Nations Financial Group Inc, /Ia/ 1.64% Add +7.2% 553,610 $34.4M
Advyzon Investment Management, LLC 2.37% Add +24.0% 526,304 $32.7M
Accredited Investor Services, LLC 16.42% Reduce -0.1% 467,976 $29.1M
J.W. Cole Advisors, Inc. 0.49% New 460,588 $28.6M
Clarity Retirement & Wealth, LLC 19.59% Add +1.7% 456,289 $28.3M
AssuredPartners Investment Advisors, LLC 2.55% Add +1.7% 423,883 $26.3M
Centerline Wealth Advisors, LLC 8.02% Reduce -6.7% 411,896 $25.6M
Unique Wealth, LLC 2.89% Add +0.4% 399,413 $24.8M
Keenan, LLC 16.80% Add +18.9% 382,839 $23.8M
BG Investment Services, LLC 16.14% Add +10.9% 360,816 $22.4M
Arkadios Wealth Advisors 0.32% Add +5.8% 337,332 $21.0M
OpenArc Corporate Advisory, LLC 0.25% Add +8.6% 331,714 $20.6M
MAI Capital Management 0.08% Add +14.9% 328,599 $20.4M
Daybright Advisory Services, Inc. 4.84% Add +8.7% 339,153 $20.3M
Jones Financial Companies LLLP 0.01% Add +43.4% 331,122 $19.8M
HighTower Advisors, LLC 0.02% Reduce -6.5% 302,402 $18.8M
Arwa LLC 7.36% Add +20.8% 292,114 $17.7M
Kestra Advisory Services, LLC 0.06% Add +0.3% 282,385 $17.5M
Copper Harbor Investment Advisors, LLC 3.68% — 280,205 $17.4M
Align Financial, LLC 8.58% Reduce -0.7% 278,264 $17.3M
Great Valley Advisor Group, Inc. 0.27% New 274,340 $17.0M
Advantage Trust Co 5.78% Add +12.9% 264,719 $16.4M
&partners 0.07% Reduce -1.8% 265,078 $16.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +208.0% 253,815 $15.8M
Storen Legacy Partners, LLC 4.27% Reduce -3.7% 252,319 $15.7M
Barnes Pettey Financial Advisors, LLC 4.90% Add +201.7% 251,678 $15.6M
CLG LLC 3.15% Add +15.5% 230,906 $14.3M
Salus Financial Advisors, LLC 6.88% Add +8.6% 224,609 $14.0M
Osaic Holdings, Inc. 0.02% Add +634.5% 222,756 $13.8M
D.A. Davidson & Co. 0.07% Add +43.0% 204,020 $12.7M
Mitchell McLeod Pugh & Williams Inc. 1.56% Add +17.0% 203,998 $12.7M
Redhawk Wealth Advisors, Inc. 1.23% New 201,662 $12.5M
MV Capital Management, Inc. 1.00% Reduce -0.9% 182,511 $11.3M
Janney Montgomery Scott LLC 0.02% Add +1.0% 166,430 $10.3M
Principal Securities, Inc. 0.12% Add +23.4% 166,094 $10.3M
Providence Financial Advisors, LLC 5.77% Add +10.3% 163,362 $10.1M
Keystone Wealth Services, LLC 1.84% Add +11.5% 159,708 $9.9M
Baldwin Wealth Partners LLC 0.64% New 158,777 $9.9M
Stifel Financial Corp. 0.01% Add +27.1% 156,508 $9.7M
Sax Wealth Advisors, LLC 0.39% Add +3.1% 193,373 $9.7M
Dahring | Cusmano LLC 4.60% Add +2.7% 140,399 $8.7M
Menora Mivtachim Holdings LTD. 0.03% No change 136,270 $8.5M
Wealth Quarterback LLC 2.61% Add +11.1% 135,983 $8.4M
Bfsg, LLC 0.72% Reduce -0.2% 130,847 $8.1M
Clear Creek Financial Management, LLC 0.48% Add +15.4% 120,334 $7.5M
Broadleaf Partners, LLC 1.44% Add +2.3% 119,988 $7.5M
Sigma Planning Corp 0.19% Reduce -3.6% 119,635 $7.4M
First Heartland Consultants, Inc. 0.47% Add +2.3% 117,618 $7.3M
Per Stirling Capital Management, LLC. 0.69% Reduce -4.1% 117,242 $7.3M
New England Private Wealth Advisors LLC 0.67% New 117,234 $6.9M
Kestra Private Wealth Services, LLC 0.07% Reduce -2.4% 108,971 $6.8M
Dedeker Financial LLC 3.80% Add +22.9% 107,587 $6.7M
Sovran Advisors, LLC 0.49% Add +4.0% 113,094 $6.6M
CENTRAL TRUST Co 0.12% Reduce -5.3% 106,433 $6.6M
Essex Financial Services, Inc. 0.33% Add +36.6% 106,179 $6.6M
Cyndeo Wealth Partners, LLC 0.31% Reduce -10.7% 104,977 $6.5M
AE Wealth Management LLC 0.03% Add +126.2% 102,227 $6.3M
Harbour Investments, Inc. 0.08% Add +12.3% 101,407 $6.3M
MN Wealth Advisors, LLC 2.65% Add +9.2% 100,203 $6.2M
PKS Advisory Services, LLC 0.96% Add +0.2% 96,674 $6.0M
Gilbert Capital Group, Inc. 4.15% New 95,420 $5.9M
FIL Ltd 0.00% Reduce -13.7% 93,078 $5.8M
CRA Financial Services, LLC 0.65% Add +15.0% 91,023 $5.7M
Summit Wealth Group LLC / Co. 0.46% Add +65.9% 90,216 $5.6M
Kingsview Wealth Management, LLC 0.07% Add +2045.9% 88,860 $5.5M
Bank of New York Mellon Corp 0.00% Add +102.6% 88,033 $5.5M
IFP Advisors, Inc 0.10% Reduce -1.4% 86,836 $5.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.27% Reduce -4.4% 86,476 $5.4M
Mutual Advisors, LLC 0.10% Add +8.6% 86,452 $5.4M
Roxbury Financial LLC 4.03% Add +0.8% 82,001 $5.1M
Holos Integrated Wealth LLC 2.37% Add +2.0% 82,860 $5.1M
SMART Wealth LLC 1.06% New 79,452 $4.9M
Arax Advisory Partners 0.03% New 78,989 $4.9M
Quotient Wealth Partners, LLC 0.11% Add +8.6% 77,694 $4.8M

"% of holder's portfolio" is FBCG's weight in each manager's 13F, not the share of Fidelity Blue Chip Grow ETF the manager owns.

Show all 317 holders