Fidelity Blue Chip Grow ETFFBCGETF
13F holders, Q3 2025 (September 30)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 |
| 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.