Fidelity Blue Chip Grow ETFFBCGETF
13F holders, Q3 2024 (September 30)135holders −3
19new positions
22sold out
1famous investor
$42.78avg. 13F price*
At the end of Q3 2024, 135 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, down 3 from Q2 2024. 19 opened new positions and 22 sold out. The largest holders were JPMorgan Chase & Co. ($130.7M), Thrivent Financial for Lutherans ($80.1M) and Commonwealth Equity Services, LLC ($80.0M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity Blue Chip Grow ETF
- CUSIP
- 316092352
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $61.3M |
| Exits | 22 | $31.4M |
All 13F filers, Q2 2024 → Q3 2024: 5,856,322 shares bought and 2,424,315 shares sold, net +3,432,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| JPMorgan Chase & Co. | 0.01% | Add +11.3% | 3,057,016 | $130.7M |
| Thrivent Financial for Lutherans | 0.15% | Add +173.4% | 1,872,861 | $80.1M |
| Commonwealth Equity Services, LLC | 0.12% | Add +49.8% | 1,871,034 | $80.0M |
| Goodwin Investment Advisory | 32.79% | Add +2.0% | 1,771,193 | $75.8M |
| MML Investors Services, LLC | 0.17% | Reduce -18.4% | 1,113,585 | $47.6M |
| Bank of America Corp. | 0.00% | Reduce -22.8% | 925,112 | $39.6M |
| KFA Private Wealth Group, LLC | 15.11% | Add +66.7% | 740,010 | $31.7M |
| Kowal Investment Group, LLC | 5.01% | Reduce -3.5% | 636,549 | $27.2M |
| UBS Group AG | 0.01% | Add +9.1% | 539,352 | $23.1M |
| Morgan Stanley | 0.00% | Add +9900.1% | 457,804 | $19.6M |
| Portfolio Strategies, Inc. | 2.50% | New | 432,421 | $18.5M |
| Cwm, LLC | 0.08% | Add +311.0% | 418,554 | $17.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -37.1% | 391,990 | $16.8M |
| Sowa Financial Group, Inc. | 9.36% | Add +23.7% | 346,087 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +57.4% | 343,008 | $14.7M |
| Wells Fargo & Company | 0.00% | Add +51.2% | 307,632 | $13.2M |
| Delta Investment Management, LLC | 2.54% | New | 291,389 | $12.5M |
| Kestra Private Wealth Services, LLC | 0.23% | Reduce -18.3% | 287,594 | $12.3M |
| MV Capital Management, Inc. | 1.28% | Reduce -5.5% | 282,581 | $12.1M |
| &partners | 0.23% | Reduce -4.6% | 282,556 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -21.9% | 276,029 | $11.8M |
| Win Advisors, Inc. | 5.49% | Add +437.0% | 273,338 | $11.7M |
| Cetera Investment Advisers | 0.03% | Add +35.4% | 272,335 | $11.6M |
| Two Sigma Investments, LP | 0.02% | New | 249,000 | $10.6M |
| Avantax Advisory Services, Inc. | 0.06% | Add +13.2% | 198,245 | $8.5M |
| Per Stirling Capital Management, LLC. | 1.15% | Add +16.0% | 193,349 | $8.3M |
| SMI Advisory Services, LLC | 1.78% | Add +265.3% | 188,173 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -70.7% | 183,657 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.4% | 168,108 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +2.6% | 167,572 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.4% | 118,489 | $5.1M |
| Broadleaf Partners, LLC | 1.20% | New | 118,393 | $5.1M |
| CENTRAL TRUST Co | 0.12% | Reduce -0.3% | 117,419 | $5.0M |
| Childress Capital Advisors, LLC | 1.31% | Add +10.8% | 113,495 | $4.9M |
| Cyndeo Wealth Partners, LLC | 0.30% | Reduce -10.3% | 101,088 | $4.3M |
| Bfsg, LLC | 0.49% | Add +134.5% | 99,561 | $4.3M |
| Sigma Planning Corp | 0.12% | Add +15.8% | 93,488 | $4.0M |
| Keystone Wealth Services, LLC | 0.95% | Add +14.9% | 80,246 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +10.8% | 78,344 | $3.4M |
| Unique Wealth, LLC | 0.75% | New | 76,113 | $3.3M |
| Rollins Financial Advisors, LLC | 0.47% | Add +420.5% | 65,617 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +0.1% | 65,471 | $2.8M |
| Essex Financial Services, Inc. | 0.20% | Add +11.2% | 62,949 | $2.8M |
| IFP Advisors, Inc | 0.10% | Add +18.1% | 64,083 | $2.7M |
| Advantage Trust Co | 1.85% | New | 63,553 | $2.7M |
| Carolinas Wealth Consulting LLC | 0.45% | Add +2.8% | 57,855 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +8.6% | 54,195 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -6.7% | 51,300 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +7.1% | 50,639 | $2.2M |
| First Heartland Consultants, Inc. | 0.23% | Add +5.1% | 49,740 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +99.4% | 48,433 | $2.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.42% | Add +93.4% | 46,823 | $2.0M |
| Clear Creek Financial Management, LLC | 0.23% | Add +4.8% | 46,580 | $2.0M |
| Mutual Advisors, LLC | 0.06% | New | 44,235 | $1.9M |
| WCG Wealth Advisors LLC | 0.13% | Add +0.5% | 44,775 | $1.9M |
| Independent Financial Group, LLC | 0.07% | Add +17.9% | 44,182 | $1.9M |
| Capital Analysts, LLC | 0.07% | Add +43.8% | 40,569 | $1.7M |
| Centurion Wealth Management LLC | 0.48% | — | 35,319 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +244.5% | 34,585 | $1.5M |
| Adell Harriman & Carpenter Inc. | 0.10% | Add +2.4% | 33,283 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 31,317 | $1.3M |
| Marshall Wace, LLP | 0.00% | New | 30,797 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | New | 28,316 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +0.5% | 27,441 | $1.2M |
| Sachetta, LLC | 0.45% | Add +1.3% | 26,554 | $1.1M |
| CRA Financial Services, LLC | 0.20% | Add +21.2% | 24,971 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +4.3% | 24,938 | $1.1M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -20.2% | 24,330 | $1.0M |
| Certified Advisory Corp | 0.11% | Add +17.6% | 23,119 | $989K |
| FMR LLC | 0.00% | Add +9.6% | 21,931 | $938K |
| Clear Investment Research, LLC | 1.17% | Add +12.8% | 21,108 | $903K |
| Harbour Investments, Inc. | 0.03% | Add +2515.0% | 20,057 | $858K |
| Quotient Wealth Partners, LLC | 0.03% | Add +29.2% | 19,878 | $850K |
| Dentgroup LLC | 0.61% | Add +1.4% | 19,149 | $819K |
| Meridian Financial Advisors, LLC | 0.54% | No change | 18,880 | $808K |
| Yarger Wealth Strategies, LLC | 0.41% | Add +0.0% | 17,187 | $735K |
| LGT Financial Advisors LLC | 1.74% | New | 16,500 | $706K |
| D. E. Shaw & Co. | 0.00% | New | 15,418 | $658K |
| Sentinel Pension Advisors, LLC | 0.13% | No change | 15,314 | $655K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -80.0% | 14,813 | $634K |
| Avaii Wealth Management, LLC | 0.32% | Add +3.7% | 14,603 | $625K |
| Tandem Capital Management Corp. | 0.32% | Add +5.5% | 14,310 | $612K |
| LJI Wealth Management, LLC | 0.12% | Add +2.6% | 14,270 | $610K |
| Captrust Financial Advisors | 0.00% | Add +19.4% | 14,179 | $606K |
| Qube Research & Technologies Ltd | 0.00% | Add +190.8% | 13,803 | $590K |
| Investment Advisory Group, LLC | 0.19% | Add +17.7% | 12,896 | $552K |
| Stifel Financial Corp. | 0.00% | Add +39.8% | 12,702 | $543K |
| Compound Planning, Inc. | 0.03% | Add +5.5% | 12,353 | $528K |
| LPL Financial LLC | 0.00% | Add +80.6% | 12,001 | $513K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.8% | 11,829 | $506K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +12.8% | 11,829 | $506K |
| Florida Financial Advisors, LLC | 0.25% | Add +11.1% | 11,426 | $489K |
| Western Wealth Management, LLC | 0.03% | New | 11,097 | $475K |
| Liberty Wealth Management LLC | 0.08% | Add +34.8% | 10,910 | $467K |
| 17 Capital Partners, LLC | 0.28% | Add +29.4% | 10,107 | $432K |
| Vise Technologies, Inc. | 0.05% | Reduce -13.7% | 10,069 | $431K |
| Sequent Asset Management, LLC | 0.21% | Add +189.8% | 9,844 | $421K |
| Brand Asset Management Group, Inc. | 0.16% | Add +56.4% | 9,516 | $407K |
| KOM Wealth Management Group, LLC | 0.31% | Reduce -16.1% | 8,751 | $374K |
| Wealth Effects LLC | 0.13% | No change | 8,700 | $372K |
| GTS Securities LLC | 0.01% | Add +4.6% | 7,793 | $333K |
| Mission Wealth Management, LP | 0.01% | New | 7,744 | $331K |
| Hobart Private Capital, LLC | 0.08% | New | 7,586 | $324K |
| Royal Bank of Canada | 0.00% | Reduce -70.8% | 7,478 | $320K |
| Truist Financial Corp. | 0.00% | Reduce -32.0% | 7,167 | $307K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 7,050 | $302K |
| Raymond James & Associates | 0.00% | Reduce -51.2% | 6,991 | $299K |
| GDS Wealth Management | 0.03% | No change | 6,879 | $294K |
| Proficio Capital Partners LLC | 0.03% | No change | 6,589 | $282K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,277 | $268K |
| Fifth Third Securities, Inc. | 0.02% | Add +24.7% | 5,969 | $255K |
| Mariner, LLC | 0.00% | Reduce -97.1% | 5,386 | $230K |
| MWA Asset Management | 0.15% | Reduce -2.8% | 5,230 | $224K |
| Comerica Bank | 0.00% | New | 4,972 | $213K |
| Vestor Capital, LLC | 0.01% | Reduce -6.2% | 3,680 | $157K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,500 | $150K |
| Principal Securities, Inc. | 0.00% | Reduce -3.5% | 2,284 | $98K |
| Bank of Montreal | 0.00% | New | 1,875 | $80K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 1,646 | $70K |
| Pathway Financial Advisers, LLC | 0.02% | Add +530.2% | 939 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 700 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +300.0% | 492 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 490 | $21K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -75.2% | 443 | $19K |
| WASHINGTON TRUST Co | 0.00% | No change | 400 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +250.0% | 350 | $15K |
| Global Financial Private Client, LLC | 0.01% | Add +6.2% | 345 | $15K |
| Assetmark, Inc. | 0.00% | New | 316 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 235 | $10K |
| LRI Investments, LLC | 0.00% | No change | 200 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 180 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.0% | 180 | $8K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -82.4% | 115 | $5K |
| McClarren Financial Advisors, Inc. | 0.00% | No change | 42 | $4K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -27.2% | 83 | $4K |
"% 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.