Fidelity Blue Chip Grow ETFFBCGETF
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $104.7M |
| Exits | 23 | $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.