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
Allen Capital Group, LLC 0.13% Add +180.4% 26,321 $1.3M
Sachetta, LLC 0.49% Reduce -5.4% 25,493 $1.2M
Traynor Capital Management, Inc. 0.08% Add +35.4% 24,291 $1.2M
GTS Securities LLC 0.05% Reduce -78.5% 23,422 $1.1M
Principal Securities, Inc. 0.02% Add +405.3% 23,181 $1.1M
Clear Investment Research, LLC 1.36% Add +2.3% 22,284 $1.1M
Marshall Wace, LLP 0.00% New 21,554 $1.0M
NewEdge Advisors, LLC 0.01% Reduce -11.0% 20,491 $989K
Avaii Wealth Management, LLC 0.43% Add +35.6% 20,021 $966K
Bank of New York Mellon Corp 0.00% Add +23.2% 18,163 $876K
Orion Porfolio Solutions, LLC 0.01% Add +114.9% 18,147 $875K
Sunbelt Securities, Inc. 0.08% Reduce -4.6% 18,645 $863K
Vestor Capital, LLC 0.06% Add +1503.3% 59,000 $860K
Schmidt P J Investment Management Inc. 0.15% Add +219.6% 17,744 $856K
Investment Advisory Group, LLC 0.26% Reduce -1.0% 17,722 $855K
Meridian Financial Advisors, LLC 0.54% Reduce -3.6% 17,379 $838K
Yarger Wealth Strategies, LLC 0.43% No change 17,206 $830K
Sentinel Pension Advisors, LLC 0.14% Add +3.5% 16,621 $802K
AE Wealth Management LLC 0.01% Add +1027.0% 16,455 $794K
Tandem Capital Management Corp. 0.40% Reduce -1.0% 16,195 $781K
Goldman Sachs Group Inc. 0.00% New 14,465 $698K
International Assets Investment Management, LLC 0.06% Add +16.8% 14,337 $692K
D. E. Shaw & Co. 0.00% No change 14,118 $681K
17 Capital Partners, LLC 0.39% Add +21.5% 14,033 $677K
Hobart Private Capital, LLC 0.15% Reduce -26.3% 13,683 $660K
Fifth Third Securities, Inc. 0.05% Add +17.4% 13,646 $658K
Susquehanna International Group, LLP 0.00% Reduce -89.8% 13,472 $650K
KOM Wealth Management Group, LLC 0.48% Add +16.0% 12,668 $611K
SOL Capital Management CO 0.06% Add +16.6% 12,630 $609K
Elm3 Financial Group, LLC 0.47% Add +5.6% 11,623 $561K
Beacon Financial Advisory LLC 0.14% New 11,300 $545K
FSM Wealth Advisors, LLC 0.09% New 11,189 $540K
Elequin Capital, LP 0.17% Reduce -65.0% 11,145 $538K
LGT Financial Advisors LLC 1.35% No change 11,000 $531K
San Luis Wealth Advisors LLC 0.11% Add +18.3% 10,878 $525K
Canvas Wealth Advisors, LLC 0.10% Add +5.0% 10,426 $524K
Florida Financial Advisors, LLC 0.12% Add +29.6% 10,001 $482K
Wealth Effects LLC 0.18% Reduce -3.0% 9,761 $471K
LJI Wealth Management, LLC 0.08% No change 9,596 $463K
CoreCap Advisors, LLC 0.02% Add +26.7% 9,107 $439K
Northern Trust Corp. 0.00% No change 9,080 $438K
Castleview Partners, LLC 0.28% New 8,961 $432K
Truist Financial Corp. 0.00% Reduce -1.9% 7,798 $376K
Wealthcare Advisory Partners LLC 0.01% Add +6.4% 7,504 $362K
Fort Sheridan Advisors LLC 0.05% Add +11.3% 7,160 $345K
Jane Street Group, LLC 0.00% Reduce -98.7% 6,931 $334K
IVC Wealth Advisors LLC 0.16% Add +0.6% 6,745 $325K
Harbor Investment Advisory, LLC 0.03% Reduce -2.9% 6,650 $321K
Trexquant Investment LP 0.00% Reduce -14.5% 6,418 $310K
Larson Financial Group LLC 0.01% Reduce -13.1% 6,398 $309K
Snowden Capital Advisors LLC 0.01% Reduce -1.3% 6,197 $299K
Ausdal Financial Partners, Inc. 0.02% Add +23.3% 6,195 $299K
Atria Wealth Solutions, Inc. 0.01% Reduce -90.4% 6,090 $294K
Victrix Investment Advisors 0.13% No change 5,980 $288K
Foundations Investment Advisors, LLC 0.00% New 5,926 $286K
Inspirion Wealth Advisors, LLC 0.03% No change 5,343 $258K
Silver Oak Securities, Incorporated 0.02% Add +2.5% 5,114 $247K
MWA Asset Management 0.15% New 4,935 $238K
Comerica Bank 0.00% Reduce -9.1% 4,826 $233K
Investmark Advisory Group LLC 0.11% New 4,717 $228K
Ameritas Advisory Services, LLC 0.01% New 4,446 $214K
Worth Asset Management, LLC 0.10% Reduce -39.9% 4,301 $207K
Raymond James Financial Inc. 0.00% New 4,198 $203K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 4,177 $202K
Harbor Asset Planning, Inc. 0.13% — 2,729 $132K
Royal Bank of Canada 0.00% Add +0.3% 2,110 $102K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,932 $93K
Dagco, Inc. 0.03% No change 1,879 $91K
O'shaughnessy Asset Management, LLC 0.00% Add +1102.7% 1,804 $87K
BlackRock, Inc. 0.00% Reduce -12.0% 1,780 $86K
Armstrong Advisory Group, Inc. 0.01% Reduce -2.3% 1,609 $78K
Bank of Montreal 0.00% Reduce -26.0% 1,240 $60K
Ancora Advisors LLC 0.00% New 1,085 $52K
Northwest Capital Management Inc 0.03% New 1,068 $52K
Creative Financial Designs Inc. 0.00% Add +221.7% 756 $36K
Mark Sheptoff Financial Planning, LLC 0.02% Reduce -27.8% 599 $29K
Spire Wealth Management 0.00% Reduce -1.4% 511 $25K
US Bancorp \de 0.00% New 500 $24K
Kiker Wealth Management, LLC 0.01% New 491 $24K
Sound Income Strategies, LLC 0.00% No change 485 $23K
POM Investment Strategies, LLC 0.01% New 417 $20K
Farther Finance Advisors, LLC 0.00% New 400 $19K
Assetmark, Inc. 0.00% Reduce -34.0% 366 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 355 $17K
Capital Investment Advisory Services, LLC 0.00% No change 350 $17K
Abound Wealth Management 0.00% No change 329 $16K
Johnson Financial Group, Inc. 0.00% Reduce -39.1% 300 $14K
Chilton Capital Management LLC 0.00% No change 300 $14K
First United Bank & Trust 0.00% No change 250 $12K
MAI Capital Management 0.00% No change 211 $10K
LRI Investments, LLC 0.00% No change 200 $10K
Central Pacific Bank - Trust Division 0.00% No change 180 $9K
Bare Financial Services, Inc 0.00% No change 155 $7K
IAG Wealth Partners, LLC 0.00% No change 115 $6K
Cape Investment Advisory, Inc. 0.00% No change 114 $6K
Russell Investments Group, Ltd. 0.00% Reduce -93.5% 105 $5K
Twin Peaks Wealth Advisors, LLC 0.00% New 66 $3K
Atlantic Union Bankshares Corp 0.00% New 68 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 54 $3K
CX Institutional 0.00% New 13 $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.