Fidelity Blue Chip Grow ETFFBCGETF

13F holders, Q1 2025 (March 31)
198holders +16
40new positions
23sold out
2famous investors
$39.98avg. 13F price*

At the end of Q1 2025, 198 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 16 from Q4 2024. 40 opened new positions and 23 sold out. The largest holders were FMR LLC ($802.1M), JPMorgan Chase & Co. ($387.1M) and Dynasty Wealth Management, LLC ($267.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions40$104.7M
Exits23$123.4M

All 13F filers, Q4 2024 → Q1 2025: 10,305,806 shares bought and 4,175,092 shares sold, net +6,130,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 198 holders

FMR LLC 0.05% Add +2.1% 20,067,320 $802.1M
JPMorgan Chase & Co. 0.03% Add +16.2% 9,685,217 $387.1M
Dynasty Wealth Management, LLC 4.45% Add +19.7% 6,679,781 $267.0M
Sagespring Wealth Partners, LLC 6.25% Add +16.8% 6,194,027 $247.6M
Commonwealth Equity Services, LLC 0.15% Add +19.2% 2,662,363 $106.4M
Bank of America Corp. 0.00% Add +30.2% 1,390,521 $55.6M
Creative Planning 0.04% New 1,157,513 $46.3M
MML Investors Services, LLC 0.15% Add +1.6% 1,134,480 $45.3M
Morgan Stanley 0.00% Add +41.6% 1,119,902 $44.8M
UBS Group AG 0.01% Add +5.4% 933,006 $37.3M
KFA Private Wealth Group, LLC 11.70% Reduce -1.6% 836,341 $33.4M
Cwm, LLC 0.11% Add +34.0% 715,256 $28.6M
Portfolio Strategies, Inc. 4.17% Add +52.1% 674,125 $26.9M
Wells Fargo & Company 0.01% Add +47.1% 652,399 $26.1M
Goodwin Investment Advisory 39.84% Reduce -61.9% 641,680 $25.6M
Envestnet Asset Management Inc. 0.01% Add +29.1% 577,346 $23.1M
Jane Street Group, LLC 0.04% New 526,249 $21.0M
Focus Partners Wealth 0.05% Add +10.5% 522,210 $20.9M
Northwestern Mutual Wealth Management Co. 0.02% Add +10.6% 512,913 $20.5M
HighTower Advisors, LLC 0.03% Add +169.5% 491,162 $19.6M
Sowa Financial Group, Inc. 12.52% Add +6.3% 477,084 $19.1M
AssuredPartners Investment Advisors, LLC 3.32% Add +8.7% 430,327 $17.2M
Accredited Investor Services, LLC 14.26% Add +0.2% 427,111 $17.1M
Two Sigma Investments, LP 0.04% Reduce -2.2% 426,900 $17.1M
Cambridge Investment Research Advisors, Inc. 0.05% Add +10.2% 394,612 $15.8M
Centerline Wealth Advisors, LLC 9.21% Reduce -2.4% 386,543 $15.5M
Cetera Investment Advisers 0.03% Add +22.4% 379,159 $15.2M
Avantax Advisory Services, Inc. 0.08% Add +43.4% 337,245 $13.5M
Nations Financial Group Inc, /Ia/ 0.94% Add +17.3% 308,628 $12.3M
Unique Wealth, LLC 2.33% Add +105.2% 308,038 $12.3M
&partners 0.12% Reduce -2.6% 282,006 $11.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +48.3% 234,090 $9.4M
MV Capital Management, Inc. 0.95% Reduce -5.6% 222,186 $8.9M
Kestra Private Wealth Services, LLC 0.14% Reduce -33.5% 212,391 $8.5M
Capital Analysts, LLC 0.29% Add +137.0% 195,935 $7.8M
Kestra Advisory Services, LLC 0.03% Reduce -3.5% 178,660 $7.1M
Salus Financial Advisors, LLC 5.30% New 175,245 $7.0M
First Heartland Consultants, Inc. 0.70% Add +16.1% 170,913 $6.8M
Advantage Trust Co 4.05% Add +34.6% 167,067 $6.7M
J.W. Cole Advisors, Inc. 0.21% Add +186.7% 166,073 $6.6M
Janney Montgomery Scott LLC 0.02% Reduce -8.3% 160,928 $6.4M
Mariner, LLC 0.01% Reduce -1.2% 159,446 $6.4M
Per Stirling Capital Management, LLC. 0.79% Reduce -30.5% 138,201 $5.5M
BG Investment Services, LLC 5.93% Add +96.9% 138,113 $5.5M
Susquehanna International Group, LLP 0.01% Add +464.0% 132,319 $5.3M
Bfsg, LLC 0.60% Add +5.5% 123,654 $4.9M
Broadleaf Partners, LLC 1.24% Reduce -3.0% 118,759 $4.7M
Cyndeo Wealth Partners, LLC 0.31% Add +18.4% 117,834 $4.7M
CENTRAL TRUST Co 0.11% Reduce -0.1% 113,475 $4.5M
PKS Advisory Services, LLC 1.20% Add +0.6% 109,700 $4.4M
GTS Securities LLC 0.19% Add +326.5% 108,888 $4.4M
Citadel Advisors 0.00% New 108,016 $4.3M
Sigma Planning Corp 0.13% Add +10.3% 105,376 $4.2M
Variant Private Wealth, LLC 4.41% New 102,764 $4.1M
PNC Financial Services Group, Inc. 0.00% Add +50.9% 99,134 $4.0M
Roxbury Financial LLC 3.85% Add +7.2% 87,540 $3.9M
Essex Financial Services, Inc. 0.28% Add +24.0% 97,436 $3.9M
Mitchell McLeod Pugh & Williams Inc. 0.75% Add +35.0% 90,682 $3.6M
Keystone Wealth Services, LLC 0.98% Reduce -0.9% 90,122 $3.6M
Dahring | Cusmano LLC 3.09% Add +43.5% 89,850 $3.6M
Sax Wealth Advisors, LLC 0.24% Add +85.6% 83,273 $3.3M
Rollins Financial Advisors, LLC 0.58% Add +11.5% 82,886 $3.3M
Sovran Advisors, LLC 0.41% Add +82.8% 84,867 $3.2M
Jones Financial Companies LLLP 0.00% Add +238.7% 70,957 $2.8M
Wealth Quarterback LLC 1.59% New 70,527 $2.8M
MN Wealth Advisors, LLC 1.65% New 70,077 $2.8M
Menora Mivtachim Holdings LTD. 0.02% New 69,450 $2.8M
Childress Capital Advisors, LLC 0.79% Reduce -39.4% 68,490 $2.7M
Holos Integrated Wealth LLC 1.79% New 68,390 $2.7M
Atria Wealth Solutions, Inc. 0.03% Reduce -1.6% 63,270 $2.5M
CLG LLC 0.80% Add +146.2% 57,968 $2.3M
Harbour Investments, Inc. 0.07% Add +136.4% 57,320 $2.3M
B. Riley Wealth Advisors, Inc. 0.07% Add +1.6% 57,270 $2.3M
Carolinas Wealth Consulting LLC 0.47% Add +2.4% 55,235 $2.2M
Private Advisor Group, LLC 0.01% Reduce -10.5% 53,398 $2.1M
Clear Creek Financial Management, LLC 0.21% Add +5.7% 50,173 $2.0M
Stifel Financial Corp. 0.00% Add +225.8% 49,137 $2.0M
Onyx Bridge Wealth Group LLC 0.26% New 45,279 $1.8M
WCG Wealth Advisors LLC 0.14% Reduce -2.8% 44,827 $1.8M
CRA Financial Services, LLC 0.30% Add +40.5% 44,114 $1.8M
Quotient Wealth Partners, LLC 0.06% Add +11.9% 43,354 $1.7M
Mutual Advisors, LLC 0.05% Reduce -6.2% 41,949 $1.7M
Independent Financial Group, LLC 0.06% Reduce -20.8% 41,563 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -43.6% 41,203 $1.6M
Centurion Wealth Management LLC 0.51% No change 35,492 $1.6M
IFP Advisors, Inc 0.05% Add +21.6% 39,611 $1.6M
Adell Harriman & Carpenter Inc. 0.11% Add +8.3% 36,412 $1.5M
Hicks Capital Management LLC 1.91% — 35,964 $1.4M
HRT Financial LP 0.01% New 35,731 $1.4M
Cary Street Partners Financial LLC 0.04% Add +13.5% 35,664 $1.4M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -2.6% 34,185 $1.4M
Fairvoy Private Wealth, LLC 0.37% Add +30.4% 33,512 $1.3M
Elequin Capital, LP 0.34% New 31,843 $1.3M
Sequent Asset Management, LLC 0.69% Add +190.5% 31,173 $1.2M
Two Sigma Securities, LLC 0.18% New 29,599 $1.2M
McGlone Suttner Wealth Management, Inc. 0.19% No change 28,507 $1.1M
Meridian Wealth Management, LLC 0.05% No change 28,316 $1.1M
Sachetta, LLC 0.44% Add +0.9% 26,961 $1.1M
Guerra Advisors Inc 0.60% No change 26,701 $1.1M
Dentgroup LLC 0.80% Add +8.0% 26,665 $1.1M

"% 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 198 holders