Fidelity Blue Chip Grow ETFFBCGETF
13F holders, Q4 2024 (December 31)182holders +47
37new positions
7sold out
2famous investors
$46.26avg. 13F price*
At the end of Q4 2024, 182 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 47 from Q3 2024. 37 opened new positions and 7 sold out. The largest holders were FMR LLC ($909.0M), JPMorgan Chase & Co. ($385.6M) and Dynasty Wealth Management, LLC ($258.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $304.5M |
| Exits | 7 | $16.0M |
All 13F filers, Q3 2024 → Q4 2024: 34,812,067 shares bought and 629,777 shares sold, net +34,182,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| FMR LLC | 0.05% | Add +89497.1% | 19,649,547 | $909.0M |
| JPMorgan Chase & Co. | 0.03% | Add +172.7% | 8,335,146 | $385.6M |
| Dynasty Wealth Management, LLC | 4.45% | New | 5,580,016 | $258.1M |
| Sagespring Wealth Partners, LLC | 6.48% | — | 5,304,068 | $245.4M |
| Commonwealth Equity Services, LLC | 0.15% | Add +19.4% | 2,233,085 | $103.3M |
| Thrivent Financial for Lutherans | 0.18% | Add +5.1% | 1,967,967 | $91.0M |
| Goodwin Investment Advisory | 40.69% | Reduce -5.0% | 1,681,966 | $77.7M |
| MML Investors Services, LLC | 0.18% | Add +0.2% | 1,116,020 | $51.6M |
| Bank of America Corp. | 0.00% | Add +15.5% | 1,068,213 | $49.4M |
| UBS Group AG | 0.01% | Add +64.2% | 885,461 | $41.0M |
| KFA Private Wealth Group, LLC | 16.47% | Add +14.9% | 850,263 | $39.3M |
| Morgan Stanley | 0.00% | Add +72.7% | 790,696 | $36.6M |
| Cwm, LLC | 0.10% | Add +27.5% | 533,784 | $24.7M |
| Focus Partners Wealth | 0.06% | New | 472,479 | $21.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +35.2% | 463,859 | $21.5M |
| Sowa Financial Group, Inc. | 12.99% | Add +29.6% | 448,604 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.1% | 447,065 | $20.7M |
| Wells Fargo & Company | 0.00% | Add +44.1% | 443,402 | $20.5M |
| Portfolio Strategies, Inc. | 2.91% | Add +2.5% | 443,116 | $20.5M |
| Two Sigma Investments, LP | 0.05% | Add +75.3% | 436,600 | $20.2M |
| Accredited Investor Services, LLC | 15.78% | — | 426,261 | $19.7M |
| Centerline Wealth Advisors, LLC | 10.75% | — | 396,087 | $18.3M |
| AssuredPartners Investment Advisors, LLC | 3.57% | — | 396,060 | $18.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +29.7% | 358,104 | $16.6M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +11.1% | 319,467 | $14.8M |
| Cetera Investment Advisers | 0.03% | Add +13.7% | 309,702 | $14.3M |
| &partners | 0.16% | Add +2.4% | 289,457 | $13.4M |
| Nations Financial Group Inc, /Ia/ | 0.89% | Add +443.1% | 263,030 | $12.2M |
| MV Capital Management, Inc. | 1.16% | Reduce -16.7% | 235,327 | $10.9M |
| Avantax Advisory Services, Inc. | 0.07% | Add +18.6% | 235,177 | $10.9M |
| Win Advisors, Inc. | 5.24% | Reduce -14.4% | 233,933 | $10.8M |
| Per Stirling Capital Management, LLC. | 1.31% | Add +2.9% | 198,901 | $9.2M |
| SMI Advisory Services, LLC | 2.08% | Add +3.7% | 195,189 | $9.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +0.8% | 185,216 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +8.8% | 182,255 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.4% | 175,449 | $8.1M |
| Mariner, LLC | 0.01% | Add +2895.7% | 161,347 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +33.3% | 157,895 | $7.3M |
| Unique Wealth, LLC | 1.45% | Add +97.2% | 150,101 | $6.9M |
| First Heartland Consultants, Inc. | 0.70% | Add +196.0% | 147,249 | $6.8M |
| Advantage Trust Co | 3.38% | Add +95.3% | 124,131 | $5.7M |
| Broadleaf Partners, LLC | 1.32% | Add +3.4% | 122,419 | $5.7M |
| Bfsg, LLC | 0.63% | Add +17.7% | 117,178 | $5.4M |
| CENTRAL TRUST Co | 0.13% | Reduce -3.3% | 113,537 | $5.3M |
| Childress Capital Advisors, LLC | 1.46% | Reduce -0.4% | 113,045 | $5.2M |
| PKS Advisory Services, LLC | 1.26% | — | 109,103 | $5.0M |
| Cyndeo Wealth Partners, LLC | 0.31% | Reduce -1.5% | 99,531 | $4.6M |
| Condor Capital Management | 0.39% | New | 96,457 | $4.5M |
| Sigma Planning Corp | 0.14% | Add +2.2% | 95,549 | $4.4M |
| AE Wealth Management LLC | 0.04% | New | 91,414 | $4.2M |
| Keystone Wealth Services, LLC | 1.11% | Add +13.3% | 90,921 | $4.2M |
| Capital Analysts, LLC | 0.15% | Add +103.8% | 82,672 | $3.8M |
| Roxbury Financial LLC | 3.62% | — | 81,683 | $3.8M |
| Essex Financial Services, Inc. | 0.26% | Add +24.9% | 78,605 | $3.6M |
| Rollins Financial Advisors, LLC | 0.54% | Add +13.3% | 74,334 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.7% | 73,113 | $3.4M |
| BG Investment Services, LLC | 3.27% | — | 70,135 | $3.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.65% | Add +43.5% | 67,176 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +89.9% | 65,680 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -1.8% | 64,302 | $3.0M |
| Dahring | Cusmano LLC | 2.63% | — | 62,594 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +17.8% | 59,662 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +6.9% | 57,936 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +9.9% | 56,370 | $2.6M |
| Carolinas Wealth Consulting LLC | 0.49% | Reduce -6.8% | 53,951 | $2.5M |
| Independent Financial Group, LLC | 0.08% | Add +18.8% | 52,482 | $2.4M |
| Forbes Financial Planning, Inc. | 1.10% | New | 49,175 | $2.3M |
| Clear Creek Financial Management, LLC | 0.24% | Add +1.9% | 47,478 | $2.2M |
| WCG Wealth Advisors LLC | 0.14% | Add +3.0% | 46,110 | $2.1M |
| Sovran Advisors, LLC | 0.30% | — | 46,414 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +1.1% | 44,725 | $2.1M |
| Sax Wealth Advisors, LLC | 0.16% | New | 44,877 | $2.1M |
| Renaissance Technologies | 0.00% | New | 43,500 | $2.0M |
| Vise Technologies, Inc. | 0.16% | Add +311.0% | 41,380 | $1.9M |
| Quotient Wealth Partners, LLC | 0.06% | Add +94.9% | 38,743 | $1.8M |
| Centurion Wealth Management LLC | 0.51% | Add +0.5% | 35,492 | $1.6M |
| CHURCHILL MANAGEMENT Corp | 0.02% | New | 35,101 | $1.6M |
| Adell Harriman & Carpenter Inc. | 0.11% | Add +1.0% | 33,621 | $1.6M |
| IFP Advisors, Inc | 0.05% | Reduce -49.2% | 32,582 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | — | 31,418 | $1.5M |
| CRA Financial Services, LLC | 0.25% | Add +25.7% | 31,390 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.22% | New | 28,507 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | No change | 28,316 | $1.3M |
| Sachetta, LLC | 0.49% | Add +0.6% | 26,706 | $1.2M |
| Guerra Advisors Inc | 0.68% | — | 26,701 | $1.2M |
| Fairvoy Private Wealth, LLC | 0.32% | — | 25,697 | $1.2M |
| GTS Securities LLC | 0.06% | Add +227.6% | 25,528 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +1.4% | 25,274 | $1.2M |
| Dentgroup LLC | 0.87% | Add +29.0% | 24,694 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +78.8% | 24,678 | $1.1M |
| Certified Advisory Corp | 0.12% | Add +6.4% | 24,590 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +20.9% | 24,246 | $1.1M |
| CLG LLC | 0.39% | — | 23,543 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.1% | 23,460 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | New | 20,950 | $969K |
| Clear Investment Research, LLC | 1.18% | Reduce -6.0% | 19,839 | $918K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -23.4% | 18,645 | $872K |
| Meridian Financial Advisors, LLC | 0.60% | Reduce -0.8% | 18,731 | $866K |
| Investment Advisory Group, LLC | 0.29% | Add +44.2% | 18,597 | $860K |
| Captrust Financial Advisors | 0.00% | Add +22.3% | 17,345 | $802K |
"% 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.