Fidelity Blue Chip Grow ETFFBCGETF
13F holders, Q2 2024 (June 30)138holders +31
38new positions
7sold out
2famous investors
$42.38avg. 13F price*
At the end of Q2 2024, 138 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 31 from Q1 2024. 38 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($116.5M), Goodwin Investment Advisory ($73.7M) and MML Investors Services, LLC ($57.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Blue Chip Grow ETF
- CUSIP
- 316092352
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $40.2M |
| Exits | 7 | $8.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,095,275 shares bought and 786,403 shares sold, net +4,308,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| JPMorgan Chase & Co. | 0.01% | Add +34.3% | 2,745,979 | $116.5M |
| Goodwin Investment Advisory | 33.81% | Reduce -5.2% | 1,736,012 | $73.7M |
| MML Investors Services, LLC | 0.23% | Add +32.7% | 1,364,447 | $57.9M |
| Commonwealth Equity Services, LLC | 0.08% | Add +9.9% | 1,249,042 | $53.0M |
| Bank of America Corp. | 0.00% | Add +23.7% | 1,198,216 | $50.9M |
| Thrivent Financial for Lutherans | 0.06% | Add +16.9% | 684,917 | $29.1M |
| Kowal Investment Group, LLC | 5.59% | Add +3427.4% | 659,969 | $28.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +107.0% | 623,186 | $26.4M |
| Kestra Advisory Services, LLC | 0.14% | Add +23.3% | 626,158 | $25.6M |
| UBS Group AG | 0.01% | Add +125.4% | 494,212 | $21.0M |
| KFA Private Wealth Group, LLC | 9.75% | Add +392.9% | 443,960 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +21.3% | 353,630 | $15.0M |
| Kestra Private Wealth Services, LLC | 0.30% | Add +6.5% | 352,055 | $14.9M |
| Focus Partners Wealth | 0.05% | Add +19.6% | 329,956 | $14.4M |
| MV Capital Management, Inc. | 1.43% | Add +0.3% | 299,009 | $12.7M |
| &partners | 0.55% | Add +0.0% | 296,061 | $12.6M |
| Sowa Financial Group, Inc. | 8.99% | New | 279,722 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.5% | 217,876 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +145.0% | 203,419 | $8.6M |
| Cetera Investment Advisers | 0.02% | Reduce -15.2% | 201,146 | $8.5M |
| Mariner, LLC | 0.02% | Add +88.5% | 183,606 | $7.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +34.7% | 175,097 | $7.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +2172.4% | 167,450 | $7.1M |
| Per Stirling Capital Management, LLC. | 1.14% | Reduce -3.5% | 166,725 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +9.2% | 163,346 | $6.9M |
| Dynasty Wealth Management, LLC | 0.19% | New | 147,925 | $6.3M |
| CENTRAL TRUST Co | 0.12% | Reduce -4.8% | 117,769 | $5.0M |
| Cyndeo Wealth Partners, LLC | 0.37% | New | 112,690 | $4.8M |
| Childress Capital Advisors, LLC | 1.22% | Reduce -5.9% | 102,450 | $4.3M |
| Cwm, LLC | 0.02% | Add +143.4% | 101,827 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.7% | 100,118 | $4.2M |
| Sigma Planning Corp | 0.11% | Add +19.5% | 80,713 | $3.4M |
| Traynor Capital Management, Inc. | 0.27% | Reduce -16.9% | 74,253 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +323.1% | 70,734 | $3.0M |
| Keystone Wealth Services, LLC | 0.92% | Add +15.5% | 69,817 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +12.4% | 65,428 | $2.8M |
| Carolinas Wealth Consulting LLC | 0.46% | Reduce -0.7% | 56,263 | $2.4M |
| Optivise Advisory Services LLC | 1.27% | — | 55,276 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +19.1% | 54,990 | $2.3M |
| IFP Advisors, Inc | 0.09% | Add +2631.2% | 54,268 | $2.3M |
| SMI Advisory Services, LLC | 0.56% | Add +46.6% | 51,506 | $2.3M |
| Essex Financial Services, Inc. | 0.16% | Add +97.4% | 56,609 | $2.2M |
| Win Advisors, Inc. | 0.96% | Reduce -86.9% | 50,903 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +22.9% | 49,924 | $2.1M |
| First Heartland Consultants, Inc. | 0.20% | Add +9.2% | 47,342 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.9% | 47,272 | $2.0M |
| WCG Wealth Advisors LLC | 0.14% | Add +3.7% | 44,556 | $1.9M |
| Clear Creek Financial Management, LLC | 0.23% | Add +9.4% | 44,468 | $1.9M |
| Renaissance Technologies | 0.00% | New | 43,500 | $1.8M |
| Bfsg, LLC | 0.23% | New | 42,458 | $1.8M |
| Independent Financial Group, LLC | 0.06% | New | 37,465 | $1.6M |
| Adell Harriman & Carpenter Inc. | 0.11% | Reduce -1.2% | 32,493 | $1.4M |
| Sunbelt Securities, Inc. | 0.13% | Add +7.0% | 30,495 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +60.2% | 28,206 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +12.6% | 27,316 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -45.8% | 25,571 | $1.1M |
| Sachetta, LLC | 0.45% | Add +1055.9% | 26,204 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.08% | New | 24,285 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.23% | New | 24,205 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +137.2% | 23,908 | $1.0M |
| Ferguson Shapiro LLC | 0.37% | New | 21,944 | $931K |
| CRA Financial Services, LLC | 0.18% | Add +20.3% | 20,604 | $874K |
| FMR LLC | 0.00% | Add +92.6% | 20,020 | $850K |
| Flow Traders U.S. LLC | 0.04% | New | 19,675 | $835K |
| Certified Advisory Corp | 0.10% | Add +30.1% | 19,651 | $834K |
| Dentgroup LLC | 0.65% | New | 18,888 | $802K |
| Meridian Financial Advisors, LLC | 0.58% | Reduce -0.8% | 18,880 | $801K |
| Clear Investment Research, LLC | 1.03% | Add +30.2% | 18,704 | $794K |
| McGlone Suttner Wealth Management, Inc. | 0.16% | Reduce -9.6% | 22,779 | $759K |
| Yarger Wealth Strategies, LLC | 0.44% | No change | 17,186 | $729K |
| Quotient Wealth Partners, LLC | 0.02% | New | 15,383 | $653K |
| Sentinel Pension Advisors, LLC | 0.13% | Add +2.7% | 15,314 | $650K |
| Raymond James & Associates | 0.00% | Add +51.2% | 14,333 | $608K |
| Avaii Wealth Management, LLC | 0.33% | Add +0.1% | 14,082 | $598K |
| Tandem Capital Management Corp. | 0.32% | Add +0.4% | 13,570 | $592K |
| LJI Wealth Management, LLC | 0.13% | Add +6.9% | 13,909 | $590K |
| Rollins Financial Advisors, LLC | 0.09% | New | 12,606 | $535K |
| Zacks Investment Management | 0.01% | New | 12,204 | $518K |
| Captrust Financial Advisors | 0.00% | Add +23.3% | 11,879 | $504K |
| Compound Planning, Inc. | 0.04% | New | 11,712 | $497K |
| Vise Technologies, Inc. | 0.09% | Add +90.7% | 11,671 | $495K |
| Goldstone Financial Group, LLC | 0.10% | New | 11,360 | $482K |
| Investment Advisory Group, LLC | 0.18% | Add +23.4% | 10,956 | $465K |
| Truist Financial Corp. | 0.00% | Reduce -54.8% | 10,535 | $447K |
| Retireful, LLC | 0.21% | Reduce -36.4% | 10,508 | $446K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.9% | 10,491 | $445K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -10.9% | 10,491 | $445K |
| KOM Wealth Management Group, LLC | 0.41% | Reduce -1.1% | 10,432 | $443K |
| Citadel Advisors | 0.00% | Reduce -62.8% | 10,416 | $442K |
| Florida Financial Advisors, LLC | 0.26% | Reduce -11.4% | 10,286 | $437K |
| Atria Investments, Inc | 0.01% | New | 10,267 | $436K |
| PNC Financial Services Group, Inc. | 0.00% | New | 10,039 | $426K |
| Stifel Financial Corp. | 0.00% | New | 9,084 | $386K |
| Wealth Effects LLC | 0.13% | New | 8,700 | $369K |
| Old Mission Investment Co LLC | 0.12% | New | 8,468 | $359K |
| Liberty Wealth Management LLC | 0.06% | New | 8,092 | $343K |
| 17 Capital Partners, LLC | 0.24% | Add +31.4% | 7,812 | $332K |
| Fulcrum Equity Management | 0.29% | New | 7,603 | $323K |
| GTS Securities LLC | 0.01% | Add +0.3% | 7,448 | $316K |
| Iams Wealth Management, LLC | 0.17% | New | 7,243 | $307K |
| Harbor Investment Advisory, LLC | 0.03% | Add +2.9% | 7,050 | $299K |
| Synergy Asset Management, LLC | 0.05% | New | 6,880 | $292K |
| GDS Wealth Management | 0.03% | New | 6,879 | $292K |
| LPL Financial LLC | 0.00% | Add +0.7% | 6,645 | $282K |
| Proficio Capital Partners LLC | 0.03% | No change | 6,589 | $280K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,277 | $266K |
| Brand Asset Management Group, Inc. | 0.11% | New | 6,086 | $258K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 5,865 | $249K |
| MWA Asset Management | 0.16% | Reduce -3.4% | 5,380 | $228K |
| Fifth Third Securities, Inc. | 0.02% | New | 4,788 | $203K |
| Qube Research & Technologies Ltd | 0.00% | Add +26.6% | 4,746 | $201K |
| Morgan Stanley | 0.00% | Add +8.4% | 4,578 | $194K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | New | 4,533 | $192K |
| Vestor Capital, LLC | 0.01% | No change | 3,922 | $166K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,500 | $149K |
| Sequent Asset Management, LLC | 0.07% | New | 3,397 | $144K |
| Principal Securities, Inc. | 0.00% | No change | 2,367 | $100K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 1,786 | $76K |
| Harbour Investments, Inc. | 0.00% | New | 767 | $33K |
| Larson Financial Group LLC | 0.00% | New | 700 | $30K |
| IAG Wealth Partners, LLC | 0.01% | New | 652 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 490 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 457 | $19K |
| WASHINGTON TRUST Co | 0.00% | No change | 400 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 400 | $17K |
| Global Financial Private Client, LLC | 0.01% | Add +6.6% | 325 | $14K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 281 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 235 | $10K |
| LRI Investments, LLC | 0.00% | No change | 200 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -8.0% | 185 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 180 | $8K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 149 | $6K |
| Parallel Advisors, LLC | 0.00% | New | 123 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 114 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $4K |
| Venturi Wealth Management, LLC | 0.00% | New | 33 | $1K |
| Concord Wealth Partners | 0.00% | Reduce -98.7% | 1 | $35 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -59.2% | 42 | $4 |
"% 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.