Fidelity Blue Chip Grow ETFFBCGETF

13F holders, Q2 2025 (June 30)
200holders +2
26new positions
23sold out
1famous investor
$48.22avg. 13F price*

At the end of Q2 2025, 200 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 2 from Q1 2025. 26 opened new positions and 23 sold out. The largest holders were FMR LLC ($993.0M), JPMorgan Chase & Co. ($445.7M) and Sagespring Wealth Partners, LLC ($300.5M). 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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$127.2M
Exits23$14.4M

All 13F filers, Q1 2025 → Q2 2025: 5,999,978 shares bought and 4,415,402 shares sold, net +1,584,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

FMR LLC 0.06% Add +2.6% 20,584,359 $993.0M
JPMorgan Chase & Co. 0.03% Reduce -4.6% 9,239,076 $445.7M
Sagespring Wealth Partners, LLC 6.47% Add +0.6% 6,228,360 $300.5M
Dynasty Wealth Management, LLC 4.53% Reduce -17.6% 5,507,411 $265.7M
Commonwealth Equity Services, LLC 0.18% Add +8.7% 2,892,574 $139.5M
Thrivent Financial for Lutherans 0.17% New 1,592,192 $76.8M
Bank of America Corp. 0.01% Add +9.6% 1,523,298 $73.5M
MML Investors Services, LLC 0.16% Add +2.1% 1,158,247 $55.9M
Morgan Stanley 0.00% Reduce -15.4% 947,790 $45.7M
Goodwin Investment Advisory 52.25% Add +46.2% 938,001 $45.2M
UBS Group AG 0.01% Reduce -6.3% 874,474 $42.2M
Cwm, LLC 0.14% Add +19.1% 851,538 $41.1M
KFA Private Wealth Group, LLC 12.68% Add +1.4% 848,456 $40.9M
Portfolio Strategies, Inc. 4.71% Add +11.1% 748,753 $36.1M
Envestnet Asset Management Inc. 0.01% Add +25.4% 723,997 $34.9M
Wells Fargo & Company 0.01% Add +0.3% 654,428 $31.6M
Northwestern Mutual Wealth Management Co. 0.02% Add +21.4% 622,816 $30.0M
Two Sigma Investments, LP 0.06% Add +45.9% 622,700 $30.0M
Sowa Financial Group, Inc. 16.57% Add +15.3% 550,146 $26.5M
Focus Partners Wealth 0.05% Reduce -2.1% 511,044 $24.7M
Centerline Wealth Advisors, LLC 10.88% Add +18.9% 459,691 $22.2M
Cambridge Investment Research Advisors, Inc. 0.07% Add +12.2% 442,839 $21.4M
Accredited Investor Services, LLC 16.02% Add +2.9% 439,551 $21.2M
Cetera Investment Advisers 0.03% Add +12.4% 426,266 $20.6M
Avantax Advisory Services, Inc. 0.11% Add +21.2% 408,846 $19.7M
AssuredPartners Investment Advisors, LLC 4.80% Reduce -5.4% 406,951 $19.6M
Unique Wealth, LLC 2.88% Add +20.0% 369,737 $17.8M
Nations Financial Group Inc, /Ia/ 1.15% Add +12.3% 346,598 $16.7M
HighTower Advisors, LLC 0.02% Reduce -29.9% 344,333 $16.6M
OneDigital Investment Advisors LLC 0.18% New 328,306 $15.8M
Capital Analysts, LLC 0.48% Add +53.3% 300,369 $14.5M
&partners 0.10% Reduce -1.1% 279,005 $13.5M
Creative Planning 0.01% Reduce -76.5% 271,941 $13.1M
J.W. Cole Advisors, Inc. 0.25% Add +47.3% 244,565 $11.8M
RFG Advisory, LLC 0.27% New 239,964 $11.6M
MV Capital Management, Inc. 1.09% Reduce -0.8% 220,412 $10.6M
Salus Financial Advisors, LLC 7.03% Add +23.7% 216,821 $10.5M
First Heartland Consultants, Inc. 0.82% Add +12.1% 191,556 $9.2M
Kestra Advisory Services, LLC 0.04% Add +5.1% 187,820 $9.1M
Kestra Private Wealth Services, LLC 0.13% Reduce -13.5% 183,734 $8.9M
Advantage Trust Co 4.27% Add +7.6% 179,751 $8.7M
Mariner, LLC 0.01% Add +7.0% 170,546 $8.2M
Janney Montgomery Scott LLC 0.02% Reduce -1.5% 158,537 $7.6M
Sowell Financial Services LLC 0.31% New 157,832 $7.6M
BG Investment Services, LLC 9.19% Add +9.6% 151,318 $7.4M
Arkadios Wealth Advisors 0.20% New 137,174 $6.6M
Broadleaf Partners, LLC 1.45% Add +14.9% 136,407 $6.6M
Bfsg, LLC 0.69% Add +3.4% 127,860 $6.2M
Per Stirling Capital Management, LLC. 0.78% Reduce -9.9% 124,476 $6.0M
Cyndeo Wealth Partners, LLC 0.34% Add +1.1% 119,094 $5.7M
CENTRAL TRUST Co 0.13% Reduce -0.5% 112,869 $5.4M
PNC Financial Services Group, Inc. 0.00% Add +11.7% 110,724 $5.3M
Mitchell McLeod Pugh & Williams Inc. 0.99% Add +21.8% 110,479 $5.3M
Menora Mivtachim Holdings LTD. 0.03% Add +56.5% 108,710 $5.2M
Dahring | Cusmano LLC 4.05% Add +20.0% 107,832 $5.2M
Sax Wealth Advisors, LLC 0.31% Add +28.3% 106,797 $5.2M
Sigma Planning Corp 0.15% Add +0.1% 105,456 $5.1M
Variant Private Wealth, LLC 5.18% Add +0.7% 103,467 $5.0M
Stifel Financial Corp. 0.00% Add +110.4% 103,375 $5.0M
Sovran Advisors, LLC 0.52% Add +21.4% 103,044 $5.0M
LPL Financial LLC 0.00% Add +302.3% 102,754 $5.0M
Keystone Wealth Services, LLC 1.10% Add +4.7% 94,383 $4.6M
Jones Financial Companies LLLP 0.00% Add +29.7% 92,004 $4.4M
Roxbury Financial LLC 4.25% Add +3.4% 90,514 $4.4M
CLG LLC 1.36% Add +55.4% 90,057 $4.3M
PKS Advisory Services, LLC 1.03% Reduce -20.9% 86,813 $4.2M
Childress Capital Advisors, LLC 1.00% Add +20.6% 82,590 $4.0M
Forbes Financial Planning, Inc. 2.65% New 81,200 $3.9M
Essex Financial Services, Inc. 0.24% Reduce -21.6% 76,357 $3.7M
MN Wealth Advisors, LLC 2.11% Add +7.2% 75,087 $3.6M
Holos Integrated Wealth LLC 2.14% Add +1.4% 69,382 $3.6M
Onyx Bridge Wealth Group LLC 0.46% Add +58.0% 71,547 $3.5M
Captrust Financial Advisors 0.01% Add +179.4% 70,408 $3.4M
Osaic Holdings, Inc. 0.01% Add +70.8% 70,394 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -70.5% 69,162 $3.4M
Dentgroup LLC 2.29% Add +157.0% 68,529 $3.3M
Rollins Financial Advisors, LLC 0.52% Reduce -19.0% 67,171 $3.2M
Harbour Investments, Inc. 0.07% Add +6.8% 61,195 $3.0M
Wealth Quarterback LLC 1.33% Reduce -17.5% 58,202 $2.8M
Summit Wealth Group LLC / Co. 0.69% — 56,921 $2.7M
Clear Creek Financial Management, LLC 0.26% Add +11.1% 55,733 $2.7M
CRA Financial Services, LLC 0.39% Add +19.9% 52,896 $2.6M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -7.7% 52,875 $2.6M
Quotient Wealth Partners, LLC 0.07% Add +12.9% 48,937 $2.4M
Private Advisor Group, LLC 0.01% Reduce -11.9% 47,060 $2.3M
Mutual Advisors, LLC 0.05% Add +3.6% 43,461 $2.2M
WCG Wealth Advisors LLC 0.13% Reduce -3.6% 43,193 $2.1M
Adell Harriman & Carpenter Inc. 0.12% Add +6.9% 38,935 $1.9M
Independent Financial Group, LLC 0.05% Reduce -6.8% 38,738 $1.9M
Centurion Wealth Management LLC 0.51% Add +3.8% 36,848 $1.8M
Cary Street Partners Financial LLC 0.05% Reduce -3.2% 34,519 $1.7M
PUREfi Wealth, LLC 1.22% Add +75.2% 31,639 $1.5M
Sequent Asset Management, LLC 1.20% Reduce -0.5% 31,019 $1.5M
Fairvoy Private Wealth, LLC 0.36% Reduce -9.4% 30,347 $1.5M
Milestone Investment Advisors LLC 0.38% Add +88.9% 30,080 $1.5M
Certified Advisory Corp 0.15% Add +14.3% 29,331 $1.4M
IFP Advisors, Inc 0.04% Reduce -27.2% 28,846 $1.4M
McGlone Suttner Wealth Management, Inc. 0.21% No change 28,507 $1.4M
Meridian Wealth Management, LLC 0.06% No change 28,316 $1.4M
Guerra Advisors Inc 0.61% No change 26,701 $1.3M

"% 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 200 holders