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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions40$33.5M
Exits19$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
IFP Advisors, Inc 0.05% Add +18.6% 34,221 $1.8M
PUREfi Wealth, LLC 1.39% Add +6.6% 33,715 $1.8M
Sunbelt Securities, Inc. 0.12% Add +72.6% 32,189 $1.7M
Sequent Asset Management, LLC 0.81% Add +2.6% 31,817 $1.7M
AE Wealth Management LLC 0.01% Add +91.0% 31,434 $1.7M
Milestone Investment Advisors LLC 0.41% Add +1.7% 30,589 $1.6M
Fairvoy Private Wealth, LLC 0.37% Add +0.1% 30,386 $1.6M
McGlone Suttner Wealth Management, Inc. 0.23% Add +5.6% 30,107 $1.6M
Guerra Advisors Inc 0.59% Add +11.8% 29,861 $1.6M
Allen Capital Group, LLC 0.15% Add +13.1% 29,780 $1.6M
Schmidt P J Investment Management Inc. 0.26% Add +65.6% 29,385 $1.6M
Meridian Wealth Management, LLC 0.06% Reduce -0.8% 28,082 $1.5M
Bank of New York Mellon Corp 0.00% Add +43.9% 26,139 $1.4M
Clear Investment Research, LLC 1.80% Add +12.2% 24,994 $1.3M
Bradley Foster & Sargent Inc. 0.02% New 24,774 $1.3M
Sachetta, LLC 0.46% Reduce -9.3% 23,124 $1.2M
Avaii Wealth Management, LLC 0.41% No change 20,021 $1.1M
Traveka Wealth, LLC 0.43% New 18,107 $972K
Farther Finance Advisors, LLC 0.01% Add +4401.8% 18,007 $966K
Investment Advisory Group, LLC 0.26% Add +1.1% 17,910 $961K
D.A. Davidson & Co. 0.01% New 17,427 $935K
Renaissance Technologies 0.00% New 17,400 $934K
Onyx Bridge Wealth Group LLC 0.10% Reduce -75.7% 17,387 $933K
Meridian Financial Advisors, LLC 0.53% No change 17,379 $933K
Yarger Wealth Strategies, LLC 0.42% Add +0.0% 17,208 $923K
Orion Porfolio Solutions, LLC 0.01% Reduce -5.2% 17,202 $923K
Tandem Capital Management Corp. 0.41% Add +1.9% 16,495 $885K
Sentinel Pension Advisors, LLC 0.14% Reduce -1.1% 16,441 $882K
17 Capital Partners, LLC 0.46% Add +12.5% 15,784 $847K
October Effect Ltd 0.87% New 14,675 $787K
KOM Wealth Management Group, LLC 0.58% Add +12.2% 14,217 $763K
D. E. Shaw & Co. 0.00% No change 14,118 $758K
Cerity Partners LLC 0.00% New 13,654 $733K
Hobart Private Capital, LLC 0.15% Reduce -0.9% 13,555 $727K
CoreCap Advisors, LLC 0.03% Add +42.1% 12,939 $694K
International Assets Investment Management, LLC 0.06% No change 14,337 $685K
SOL Capital Management CO 0.06% Add +0.8% 12,730 $683K
NewEdge Advisors, LLC 0.00% Reduce -43.5% 11,577 $621K
Elm3 Financial Group, LLC 0.50% Reduce -2.4% 11,346 $609K
Beacon Financial Advisory LLC 0.14% No change 11,300 $606K
FSM Wealth Advisors, LLC 0.08% No change 11,189 $600K
Wealth Effects LLC 0.18% Add +5.6% 10,310 $553K
Canvas Wealth Advisors, LLC 0.10% Reduce -3.6% 10,053 $540K
LGT Financial Advisors LLC 1.16% Reduce -9.1% 10,000 $537K
LJI Wealth Management, LLC 0.09% No change 9,596 $515K
Northern Trust Corp. 0.00% No change 9,080 $487K
San Luis Wealth Advisors LLC 0.09% Reduce -16.7% 9,059 $486K
Citigroup Inc. 0.00% New 9,005 $483K
Castleview Partners, LLC 0.24% Reduce -8.5% 8,197 $440K
Corient Private Wealth LP 0.00% New 7,981 $428K
Truist Financial Corp. 0.00% Reduce -2.7% 7,590 $407K
Elevation Capital Advisory, LLC 0.16% New 7,471 $401K
Ausdal Financial Partners, Inc. 0.02% Add +17.5% 7,280 $391K
Wealthcare Advisory Partners LLC 0.01% Reduce -5.3% 7,104 $381K
Florida Financial Advisors, LLC 0.12% Reduce -30.0% 7,002 $376K
Harbor Investment Advisory, LLC 0.03% No change 6,650 $357K
Investmark Advisory Group LLC 0.15% Add +38.7% 6,541 $351K
Larson Financial Group LLC 0.01% No change 6,398 $343K
FSA Advisors, Inc. 0.26% New 6,211 $333K
Snowden Capital Advisors LLC 0.01% No change 6,197 $333K
Foundations Investment Advisors, LLC 0.00% Reduce -0.1% 5,923 $318K
Rockefeller Capital Management L.P. 0.00% New 5,731 $308K
Guild Investment Management, Inc. 0.24% New 5,700 $306K
Prostatis Group LLC 0.08% New 5,647 $303K
Arcus Capital Partners, LLC 0.13% New 5,531 $297K
Fiscal Wisdom Wealth Management, LLC 0.27% — 5,422 $287K
Mercer Global Advisors Inc. 0.00% New 5,204 $279K
Wealthcare Capital Partners, LLC 0.13% New 5,155 $277K
Uptick Partners, LLC 0.07% New 5,028 $270K
Calton & Associates, Inc. 0.04% New 4,950 $266K
Comerica Bank 0.00% Add +1.3% 4,888 $262K
Fort Sheridan Advisors LLC 0.03% Reduce -31.9% 4,875 $262K
Stonebridge Financial Group, LLC 0.02% New 4,874 $262K
MWA Asset Management 0.14% Reduce -2.5% 4,810 $258K
Trexquant Investment LP 0.00% Reduce -25.3% 4,796 $257K
Ameritas Advisory Services, LLC 0.02% No change 4,446 $239K
Moors & Cabot, Inc. 0.01% New 4,206 $226K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -0.4% 4,160 $223K
Kingsview Wealth Management, LLC 0.00% New 4,078 $219K
Barnes Pettey Financial Advisors, LLC 0.11% New 3,905 $210K
Base Wealth Management LLC 0.12% New 3,874 $208K
Vestor Capital, LLC 0.01% Reduce -93.8% 3,680 $197K
Qube Research & Technologies Ltd 0.00% New 3,168 $170K
Harbor Asset Planning, Inc. 0.13% No change 2,729 $146K
BlackRock, Inc. 0.00% Add +35.8% 2,418 $130K
First United Bank & Trust 0.04% Add +838.0% 2,345 $126K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,932 $103K
Pathway Financial Advisers, LLC 0.03% New 1,917 $102K
Dagco, Inc. 0.03% No change 1,879 $101K
Mark Sheptoff Financial Planning, LLC 0.05% Add +208.3% 1,847 $99K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.2% 1,800 $97K
Armstrong Advisory Group, Inc. 0.01% No change 1,609 $86K
Bank of Montreal 0.00% No change 1,240 $67K
Northwest Capital Management Inc 0.06% Reduce -7.5% 988 $53K
Creative Financial Designs Inc. 0.00% No change 756 $41K
Ancora Advisors LLC 0.00% Reduce -47.6% 568 $30K
Royal Bank of Canada 0.00% Reduce -74.2% 545 $29K
Spire Wealth Management 0.00% No change 511 $27K
Cornerstone Planning Group LLC 0.00% New 496 $27K
Sound Income Strategies, LLC 0.00% No change 485 $26K
Hantz Financial Services, Inc. 0.00% New 476 $26K
POM Investment Strategies, LLC 0.01% No change 417 $22K
Crowley Wealth Management, Inc. 0.02% New 409 $22K
Assetmark, Inc. 0.00% Reduce -0.3% 365 $20K
Bartlett & Co. Wealth Management LLC 0.00% No change 355 $19K
Capital Investment Advisory Services, LLC 0.00% No change 350 $19K
Evolution Wealth Management Inc. 0.02% New 333 $18K
Abound Wealth Management 0.00% No change 329 $18K
CBIZ Investment Advisory Services, LLC 0.00% New 240 $13K
Central Pacific Bank - Trust Division 0.00% Add +12.2% 202 $11K
Global Trust Asset Management, LLC 0.00% New 201 $11K
LRI Investments, LLC 0.00% No change 200 $11K
Nemes Rush Group LLC 0.00% New 174 $9K
Bare Financial Services, Inc 0.00% No change 155 $8K
IAG Wealth Partners, LLC 0.00% No change 115 $6K
Russell Investments Group, Ltd. 0.00% No change 105 $6K
Atlantic Union Bankshares Corp 0.00% No change 68 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 54 $3K
Perkins Coie Trust Co 0.00% New 20 $1K
CX Institutional 0.00% No change 13 $1K
Advisory Services Network, LLC 0.00% New 4 $208

"% 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.