Fidelity Blue Chip Grow ETFFBCGETF

13F holders, Q4 2025 (December 31)
260holders +39
38new positions
18sold out
1famous investor
$45.61avg. 13F price*

At the end of Q4 2025, 260 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 39 from Q3 2025. 38 opened new positions and 18 sold out. The largest holders were FMR LLC ($1.0B), JPMorgan Chase & Co. ($535.2M) and Dynasty Wealth Management, LLC ($408.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$88.1M
Exits18$13.1M

All 13F filers, Q3 2025 → Q4 2025: 6,701,049 shares bought and 881,358 shares sold, net +5,819,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 260 holders

FMR LLC 0.05% Reduce -0.1% 18,744,288 $1.0B
JPMorgan Chase & Co. 0.04% Add +4.9% 9,760,021 $535.2M
Dynasty Wealth Management, LLC 4.01% Add +6.2% 7,442,209 $408.1M
Sagespring Wealth Partners, LLC 6.36% Reduce -0.1% 7,168,069 $350.0M
Commonwealth Equity Services, LLC 0.20% Reduce -2.2% 2,777,017 $152.3M
Bank of America Corp. 0.01% Add +0.8% 1,567,699 $86.0M
Thrivent Financial for Lutherans 0.14% Add +405.7% 1,458,331 $80.0M
Envestnet Asset Management Inc. 0.02% Add +23.8% 1,401,253 $76.8M
Morgan Stanley 0.00% Add +11.5% 1,373,800 $75.3M
MML Investors Services, LLC 0.16% Add +4.8% 1,179,739 $64.7M
Cetera Investment Advisers 0.07% Add +29.0% 1,133,158 $62.1M
OneDigital Investment Advisors LLC 0.60% Add +46.4% 1,121,664 $61.5M
Cwm, LLC 0.16% Add +13.0% 1,069,699 $58.7M
FIL Ltd 0.04% New 1,046,353 $57.4M
KFA Private Wealth Group, LLC 13.03% Add +9.4% 977,226 $53.6M
Goodwin Investment Advisory 52.82% Reduce -8.8% 877,396 $48.1M
Wells Fargo & Company 0.01% Add +20.2% 818,581 $44.9M
UBS Group AG 0.01% Add +2.5% 805,643 $44.2M
Portfolio Strategies, Inc. 4.86% Add +1.0% 765,841 $42.0M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -0.1% 664,484 $36.4M
Focus Partners Wealth 0.04% Add +5.8% 616,173 $33.8M
Sowa Financial Group, Inc. 17.05% Add +4.2% 596,795 $32.7M
Storgate, LLC 26.16% — 580,355 $31.8M
PNC Financial Services Group, Inc. 0.02% Add +6.0% 560,065 $30.7M
RFG Advisory, LLC 0.55% Add +103.8% 534,071 $29.3M
Centerline Wealth Advisors, LLC 10.60% Add +29.8% 533,879 $29.3M
AssuredPartners Investment Advisors, LLC 4.22% Add +23.0% 517,361 $28.4M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -1.4% 494,085 $27.1M
Unique Wealth, LLC 3.42% Add +5.5% 447,309 $24.5M
Accredited Investor Services, LLC 16.15% Reduce -0.1% 444,462 $24.4M
Nations Financial Group Inc, /Ia/ 1.27% Add +14.6% 441,550 $24.2M
Capital Analysts, LLC 0.63% Add +13.1% 415,343 $22.8M
Clarity Retirement & Wealth, LLC 17.48% — 362,096 $19.9M
HighTower Advisors, LLC 0.02% Reduce -10.6% 316,898 $17.4M
Daybright Advisory Services, Inc. 4.51% — 308,300 $16.9M
Align Financial, LLC 8.94% — 15,415,866 $15.4M
BG Investment Services, LLC 13.73% Add +16.9% 281,002 $15.4M
&partners 0.08% Add +0.5% 277,421 $15.1M
J.W. Cole Advisors, Inc. 0.34% Add +10.3% 286,010 $14.2M
Arkadios Wealth Advisors 0.28% Add +14.4% 255,781 $14.0M
OpenArc Corporate Advisory, LLC 0.21% — 231,046 $12.7M
Kestra Advisory Services, LLC 0.05% Add +26.5% 220,794 $12.1M
Advantage Trust Co 5.33% Add +7.2% 215,591 $11.8M
MAI Capital Management 0.07% Reduce -3.3% 215,495 $11.8M
MV Capital Management, Inc. 1.08% Reduce -4.5% 204,323 $11.2M
Keenan, LLC 9.79% — 203,000 $11.1M
LPL Financial LLC 0.00% Add +38.1% 192,749 $10.6M
CLG LLC 2.59% Add +42.7% 189,523 $10.4M
Sax Wealth Advisors, LLC 0.48% Add +28.3% 187,635 $10.3M
Salus Financial Advisors, LLC 6.07% Reduce -5.5% 184,784 $10.1M
Arwa LLC 5.60% — 175,006 $9.6M
Jones Financial Companies LLLP 0.01% Add +50.7% 173,522 $9.5M
Mariner, LLC 0.01% Reduce -7.5% 169,551 $9.3M
Janney Montgomery Scott LLC 0.02% Add +0.9% 160,002 $8.8M
Mitchell McLeod Pugh & Williams Inc. 1.17% Add +17.0% 153,194 $8.2M
Menora Mivtachim Holdings LTD. 0.04% Add +10.3% 136,270 $7.5M
First Heartland Consultants, Inc. 0.56% Reduce -0.2% 135,189 $7.4M
Providence Financial Advisors, LLC 7.36% Reduce -1.6% 134,644 $7.4M
Bfsg, LLC 0.70% Add +1.6% 131,351 $7.2M
Keystone Wealth Services, LLC 1.45% Add +1.6% 125,826 $6.9M
Dahring | Cusmano LLC 4.79% Add +6.6% 125,635 $6.9M
Broadleaf Partners, LLC 1.41% Add +0.4% 121,791 $6.7M
Stifel Financial Corp. 0.01% Add +1.4% 121,744 $6.7M
Cyndeo Wealth Partners, LLC 0.36% Add +0.8% 121,623 $6.7M
Kestra Private Wealth Services, LLC 0.08% Reduce -2.5% 121,127 $6.6M
Per Stirling Capital Management, LLC. 0.74% Reduce -3.8% 119,594 $6.6M
Sigma Planning Corp 0.18% Add +3.3% 118,029 $6.5M
Wealth Quarterback LLC 2.23% Add +87.9% 113,067 $6.2M
Sovran Advisors, LLC 0.53% Add +1.5% 112,243 $6.2M
CENTRAL TRUST Co 0.12% Reduce -0.2% 112,669 $6.2M
Ameriprise Financial Inc. 0.00% Add +1.5% 107,233 $5.9M
Creative Planning 0.00% Reduce -31.9% 102,239 $5.6M
Principal Securities, Inc. 0.08% Add +45.2% 94,354 $5.2M
PKS Advisory Services, LLC 1.15% Add +0.1% 91,926 $5.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.30% Reduce -2.8% 90,579 $5.0M
MN Wealth Advisors, LLC 2.46% Add +3.6% 88,865 $4.9M
Roxbury Financial LLC 3.99% Reduce -4.8% 81,178 $4.5M
Holos Integrated Wealth LLC 2.47% Add +14.8% 80,492 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.01% New 79,461 $4.4M
Mutual Advisors, LLC 0.09% Add +4.8% 78,657 $4.3M
Variant Private Wealth, LLC 4.43% Reduce -23.7% 77,759 $4.3M
Harbour Investments, Inc. 0.09% Reduce -5.9% 77,416 $4.2M
Essex Financial Services, Inc. 0.24% Add +10.2% 76,687 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.9% 75,257 $4.2M
Captrust Financial Advisors 0.01% Add +7.4% 74,427 $4.1M
Fifth Third Securities, Inc. 0.27% Add +14.2% 74,002 $4.1M
Childress Capital Advisors, LLC 0.63% Reduce -13.7% 71,240 $3.9M
Susquehanna International Group, LLP 0.01% New 68,920 $3.8M
D.A. Davidson & Co. 0.02% Add +291.9% 68,305 $3.7M
Raymond James Financial Inc. 0.00% Add +5.1% 67,122 $3.7M
Rollins Financial Advisors, LLC 0.53% Reduce -3.9% 66,364 $3.6M
Clear Creek Financial Management, LLC 0.29% Add +9.8% 65,598 $3.6M
CRA Financial Services, LLC 0.46% Add +6.8% 63,864 $3.5M
Osaic Holdings, Inc. 0.01% Add +2.5% 62,574 $3.4M
Dentgroup LLC 2.30% Reduce -12.5% 61,141 $3.4M
Bank of New York Mellon Corp 0.00% Add +119.7% 57,428 $3.1M
Quotient Wealth Partners, LLC 0.08% Add +21.3% 57,276 $3.1M
Summit Wealth Group LLC / Co. 0.40% New 55,030 $3.0M
B. Riley Wealth Advisors, Inc. 0.14% Add +2.4% 54,832 $3.0M
Savvy Advisors, Inc. 0.10% New 54,285 $3.0M

"% 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 260 holders