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 |
| Yarger Wealth Strategies, LLC | 0.46% | Add +0.1% | 17,206 | $796K |
| Tandem Capital Management Corp. | 0.41% | Add +14.6% | 16,395 | $758K |
| Hobart Private Capital, LLC | 0.18% | Add +110.5% | 15,971 | $739K |
| LPL Financial LLC | 0.00% | Add +31.7% | 15,804 | $731K |
| Sentinel Pension Advisors, LLC | 0.13% | Add +0.0% | 15,319 | $709K |
| Stifel Financial Corp. | 0.00% | Add +18.8% | 15,083 | $698K |
| Avaii Wealth Management, LLC | 0.33% | Add +0.1% | 14,620 | $676K |
| D. E. Shaw & Co. | 0.00% | Reduce -8.4% | 14,118 | $654K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +18.4% | 14,000 | $648K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +18.4% | 14,000 | $648K |
| Florida Financial Advisors, LLC | 0.28% | Add +18.1% | 13,492 | $624K |
| Fifth Third Securities, Inc. | 0.05% | Add +121.9% | 13,243 | $613K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -10.8% | 13,216 | $611K |
| PUREfi Wealth, LLC | 0.57% | — | 12,512 | $579K |
| Compound Planning, Inc. | 0.03% | Reduce -0.9% | 12,242 | $566K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,128 | $561K |
| International Assets Investment Management, LLC | 0.05% | New | 12,022 | $560K |
| 17 Capital Partners, LLC | 0.32% | Add +9.0% | 11,020 | $510K |
| Liberty Wealth Management LLC | 0.08% | Add +0.1% | 10,926 | $505K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.0% | 10,880 | $503K |
| Sequent Asset Management, LLC | 0.24% | Add +9.0% | 10,732 | $496K |
| San Luis Wealth Advisors LLC | 0.09% | New | 10,030 | $464K |
| LJI Wealth Management, LLC | 0.09% | Reduce -32.8% | 9,596 | $444K |
| Johnson Investment Counsel Inc. | 0.00% | New | 9,058 | $419K |
| Wealth Effects LLC | 0.15% | Add +3.6% | 9,011 | $417K |
| KOM Wealth Management Group, LLC | 0.30% | Add +1.9% | 8,917 | $413K |
| Brand Asset Management Group, Inc. | 0.15% | Reduce -17.1% | 7,891 | $365K |
| Truist Financial Corp. | 0.00% | Add +6.8% | 7,658 | $354K |
| Worth Asset Management, LLC | 0.18% | New | 7,361 | $341K |
| Raymond James Financial Inc. | 0.00% | — | 7,310 | $338K |
| Larson Financial Group LLC | 0.02% | Add +909.3% | 7,065 | $327K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 7,050 | $326K |
| GDS Wealth Management | 0.03% | No change | 6,879 | $318K |
| Proficio Capital Partners LLC | 0.03% | Add +3.8% | 6,842 | $317K |
| IVC Wealth Advisors LLC | 0.18% | New | 6,833 | $316K |
| SOL Capital Management CO | 0.04% | New | 6,830 | $316K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,496 | $301K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,277 | $290K |
| Moors & Cabot, Inc. | 0.01% | New | 5,986 | $277K |
| Bank of New York Mellon Corp | 0.00% | New | 5,327 | $246K |
| FLP Wealth Management, LLC | 0.63% | — | 5,327 | $246K |
| Comerica Bank | 0.00% | Add +6.8% | 5,309 | $246K |
| Elm3 Financial Group, LLC | 0.21% | — | 5,299 | $245K |
| Fort Sheridan Advisors LLC | 0.03% | New | 5,130 | $237K |
| MWA Asset Management | 0.15% | Reduce -5.5% | 4,940 | $229K |
| United Advisor Group, LLC | 0.05% | New | 4,927 | $228K |
| Trexquant Investment LP | 0.00% | New | 4,715 | $218K |
| Arkadios Wealth Advisors | 0.01% | New | 4,670 | $216K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 4,583 | $216K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 4,634 | $214K |
| Principal Securities, Inc. | 0.00% | Add +100.9% | 4,588 | $212K |
| Silver Oak Securities, Incorporated | 0.02% | New | 4,503 | $211K |
| Vestor Capital, LLC | 0.01% | No change | 3,680 | $170K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,500 | $162K |
| Transce3nd, LLC | 0.05% | — | 3,300 | $153K |
| Stonebridge Financial Group, LLC | 0.01% | — | 2,049 | $95K |
| BlackRock, Inc. | 0.00% | New | 1,838 | $85K |
| Bank of Montreal | 0.00% | Reduce -10.7% | 1,675 | $77K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 1,647 | $76K |
| Synergy Asset Management, LLC | 0.01% | New | 1,712 | $73K |
| Pathway Financial Advisers, LLC | 0.02% | Add +29.0% | 1,211 | $56K |
| Parallel Advisors, LLC | 0.00% | Add +67.3% | 823 | $38K |
| CoreCap Advisors, LLC | 0.00% | New | 677 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 490 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +0.5% | 445 | $21K |
| WASHINGTON TRUST Co | 0.00% | No change | 400 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 350 | $16K |
| Royal Bank of Canada | 0.00% | Reduce -95.3% | 348 | $16K |
| Global Financial Private Client, LLC | 0.01% | No change | 345 | $16K |
| Assetmark, Inc. | 0.00% | No change | 316 | $15K |
| First United Bank & Trust | 0.00% | New | 250 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 235 | $11K |
| MAI Capital Management | 0.00% | New | 211 | $10K |
| LRI Investments, LLC | 0.00% | No change | 200 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 180 | $8K |
| Bare Financial Services, Inc | 0.00% | New | 155 | $7K |
| IAG Wealth Partners, LLC | 0.00% | No change | 115 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 114 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 100 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 47 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 35 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 22 | $1K |
"% 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.