Fidelity Blue Chip Grow ETFFBCGETF
13F holders, Q3 2025 (September 30)221holders +21
40new positions
19sold out
2famous investors
$53.07avg. 13F price*
At the end of Q3 2025, 221 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 21 from Q2 2025. 40 opened new positions and 19 sold out. The largest holders were FMR LLC ($1.0B), JPMorgan Chase & Co. ($499.5M) and Dynasty Wealth Management, LLC ($376.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $33.5M |
| Exits | 19 | $16.2M |
All 13F filers, Q2 2025 → Q3 2025: 6,863,249 shares bought and 4,580,281 shares sold, net +2,282,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| FMR LLC | 0.05% | Reduce -8.8% | 18,768,414 | $1.0B |
| JPMorgan Chase & Co. | 0.03% | Add +0.8% | 9,308,010 | $499.5M |
| Dynasty Wealth Management, LLC | 5.02% | Add +27.3% | 7,011,069 | $376.2M |
| Sagespring Wealth Partners, LLC | 6.71% | Add +15.2% | 7,176,954 | $343.0M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -1.8% | 2,839,435 | $152.4M |
| Bank of America Corp. | 0.01% | Add +2.1% | 1,555,385 | $83.5M |
| Morgan Stanley | 0.00% | Add +29.9% | 1,231,651 | $66.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +56.4% | 1,132,219 | $60.8M |
| MML Investors Services, LLC | 0.16% | Reduce -2.8% | 1,125,665 | $60.4M |
| Goodwin Investment Advisory | 55.34% | Add +2.5% | 961,780 | $51.6M |
| Cwm, LLC | 0.15% | Add +11.1% | 946,321 | $50.8M |
| KFA Private Wealth Group, LLC | 13.69% | Add +5.3% | 893,499 | $47.9M |
| Cetera Investment Advisers | 0.05% | Add +106.0% | 878,241 | $47.1M |
| UBS Group AG | 0.01% | Reduce -10.1% | 785,824 | $42.2M |
| OneDigital Investment Advisors LLC | 0.42% | Add +133.4% | 766,290 | $41.1M |
| Portfolio Strategies, Inc. | 4.73% | Add +1.3% | 758,507 | $40.7M |
| Wells Fargo & Company | 0.01% | Add +4.1% | 681,161 | $36.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +6.8% | 665,488 | $35.7M |
| Focus Partners Wealth | 0.05% | Add +13.9% | 582,272 | $31.2M |
| Sowa Financial Group, Inc. | 17.23% | Add +4.1% | 572,507 | $30.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +377.0% | 528,175 | $28.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +13.1% | 500,824 | $26.9M |
| Accredited Investor Services, LLC | 16.42% | Add +1.3% | 445,094 | $23.9M |
| Unique Wealth, LLC | 3.34% | Add +14.7% | 424,075 | $22.8M |
| AssuredPartners Investment Advisors, LLC | 5.02% | Add +3.3% | 420,506 | $22.6M |
| Centerline Wealth Advisors, LLC | 9.61% | Reduce -10.5% | 411,352 | $22.1M |
| Nations Financial Group Inc, /Ia/ | 1.29% | Add +11.2% | 385,369 | $20.7M |
| Capital Analysts, LLC | 0.58% | Add +22.3% | 367,252 | $19.7M |
| HighTower Advisors, LLC | 0.02% | Add +3.0% | 354,617 | $19.0M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -81.9% | 288,371 | $15.5M |
| &partners | 0.10% | Reduce -1.0% | 276,178 | $14.8M |
| RFG Advisory, LLC | 0.29% | Add +9.2% | 262,089 | $14.1M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +6.0% | 259,279 | $13.9M |
| BG Investment Services, LLC | 12.73% | Add +58.9% | 240,478 | $12.9M |
| Arkadios Wealth Advisors | 0.29% | Add +63.0% | 223,613 | $12.0M |
| MAI Capital Management | 0.07% | Add +105465.9% | 222,744 | $12.0M |
| MV Capital Management, Inc. | 1.10% | Reduce -2.9% | 214,029 | $11.5M |
| Advantage Trust Co | 4.88% | Add +11.9% | 201,098 | $10.8M |
| Salus Financial Advisors, LLC | 6.47% | Reduce -9.9% | 195,429 | $10.5M |
| Mariner, LLC | 0.01% | Add +7.5% | 183,403 | $9.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -71.3% | 178,600 | $9.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -7.1% | 174,541 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.0% | 158,506 | $8.5M |
| Creative Planning | 0.01% | Reduce -44.8% | 150,133 | $8.1M |
| Sax Wealth Advisors, LLC | 0.42% | Add +36.9% | 146,205 | $7.8M |
| LPL Financial LLC | 0.00% | Add +35.8% | 139,553 | $7.5M |
| Providence Financial Advisors, LLC | 7.01% | — | 136,876 | $7.3M |
| Mitchell McLeod Pugh & Williams Inc. | 1.18% | Add +18.6% | 130,975 | $7.3M |
| First Heartland Consultants, Inc. | 0.59% | Reduce -29.3% | 135,412 | $7.3M |
| CLG LLC | 1.94% | Add +47.5% | 132,826 | $7.1M |
| Bfsg, LLC | 0.67% | Add +1.2% | 129,351 | $6.9M |
| Per Stirling Capital Management, LLC. | 0.80% | Reduce -0.2% | 124,248 | $6.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -32.4% | 124,239 | $6.7M |
| Keystone Wealth Services, LLC | 1.45% | Add +31.2% | 123,820 | $6.6M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +13.6% | 123,533 | $6.6M |
| Broadleaf Partners, LLC | 1.36% | Reduce -11.1% | 121,315 | $6.5M |
| Cyndeo Wealth Partners, LLC | 0.36% | Add +1.3% | 120,636 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +16.1% | 120,047 | $6.4M |
| Dahring | Cusmano LLC | 4.57% | Add +9.3% | 117,810 | $6.3M |
| Sigma Planning Corp | 0.17% | Add +8.3% | 114,229 | $6.1M |
| Jones Financial Companies LLLP | 0.00% | Add +25.2% | 115,169 | $6.1M |
| Sovran Advisors, LLC | 0.54% | Add +7.3% | 110,612 | $6.1M |
| CENTRAL TRUST Co | 0.13% | No change | 112,869 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | New | 105,627 | $5.7M |
| Variant Private Wealth, LLC | 5.05% | Reduce -1.5% | 101,909 | $5.5M |
| Gilbert Capital Group, Inc. | 4.12% | New | 99,361 | $5.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.29% | New | 93,143 | $5.0M |
| PKS Advisory Services, LLC | 1.15% | Add +5.8% | 91,810 | $4.9M |
| Roxbury Financial LLC | 4.23% | Reduce -5.8% | 85,284 | $4.6M |
| MN Wealth Advisors, LLC | 2.44% | Add +14.2% | 85,776 | $4.6M |
| Forbes Financial Planning, Inc. | 2.96% | Add +1.7% | 82,546 | $4.5M |
| Childress Capital Advisors, LLC | 0.81% | No change | 82,590 | $4.4M |
| Harbour Investments, Inc. | 0.10% | Add +34.5% | 82,306 | $4.4M |
| Mutual Advisors, LLC | 0.09% | Add +72.8% | 75,087 | $4.0M |
| Dentgroup LLC | 2.42% | Add +2.0% | 69,890 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.9% | 69,773 | $3.7M |
| Essex Financial Services, Inc. | 0.22% | Reduce -8.9% | 69,581 | $3.7M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 69,301 | $3.7M |
| Rollins Financial Advisors, LLC | 0.56% | Add +2.8% | 69,025 | $3.7M |
| Holos Integrated Wealth LLC | 2.16% | Add +1.1% | 70,110 | $3.7M |
| Principal Securities, Inc. | 0.06% | Add +180.3% | 64,981 | $3.5M |
| Fifth Third Securities, Inc. | 0.24% | Add +374.9% | 64,801 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +1420.8% | 63,841 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.2% | 61,074 | $3.3M |
| Wealth Quarterback LLC | 1.25% | Add +3.4% | 60,164 | $3.2M |
| CRA Financial Services, LLC | 0.44% | Add +13.0% | 59,768 | $3.2M |
| Clear Creek Financial Management, LLC | 0.28% | Add +7.2% | 59,738 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +1.2% | 53,525 | $2.9M |
| Quotient Wealth Partners, LLC | 0.07% | Reduce -3.5% | 47,207 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +0.0% | 47,067 | $2.5M |
| Independent Financial Group, LLC | 0.06% | Add +15.6% | 44,763 | $2.4M |
| Cary Street Partners Financial LLC | 0.06% | Add +25.3% | 43,239 | $2.3M |
| WCG Wealth Advisors LLC | 0.15% | Add +0.0% | 43,206 | $2.3M |
| Hicks Capital Management LLC | 3.66% | New | 41,681 | $2.2M |
| Adell Harriman & Carpenter Inc. | 0.13% | Add +5.5% | 41,062 | $2.2M |
| Win Advisors, Inc. | 1.04% | New | 39,904 | $2.1M |
| Traynor Capital Management, Inc. | 0.12% | Add +63.5% | 39,708 | $2.1M |
| Centurion Wealth Management LLC | 0.46% | Add +0.8% | 37,155 | $2.0M |
| Brookstone Capital Management | 0.02% | New | 36,963 | $2.0M |
| Certified Advisory Corp | 0.18% | Add +21.2% | 35,557 | $1.9M |
"% 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.