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
Hicks Capital Management LLC 2.98% Add +29.6% 54,032 $3.0M
Traynor Capital Management, Inc. 0.16% Add +31.8% 52,328 $2.9M
Clearwave Capital, LLC 1.96% — 48,484 $2.7M
Cary Street Partners Financial LLC 0.06% Add +10.5% 47,762 $2.6M
M Holdings Securities, Inc. 0.18% New 46,203 $2.5M
Dedeker Financial LLC 2.22% — 45,268 $2.5M
Private Advisor Group, LLC 0.01% Reduce -3.9% 45,220 $2.5M
Vise Technologies, Inc. 0.05% New 42,704 $2.3M
WCG Wealth Advisors LLC 0.07% Reduce -1.4% 42,602 $2.3M
Adell Harriman & Carpenter Inc. 0.13% Reduce -0.7% 40,772 $2.2M
Certified Advisory Corp 0.20% Add +12.1% 39,845 $2.2M
Stonebridge Financial Group, LLC / MO 1.87% — 39,378 $2.2M
IFP Advisors, Inc 0.05% Add +12.7% 38,575 $2.1M
AE Wealth Management LLC 0.01% Add +21.9% 38,306 $2.1M
Independent Financial Group, LLC 0.05% Reduce -16.3% 37,458 $2.1M
Aptus Capital Advisors, LLC 0.02% New 35,151 $1.9M
Brookstone Capital Management 0.02% Reduce -5.1% 35,064 $1.9M
Two Sigma Investments, LP 0.00% Reduce -80.8% 34,200 $1.9M
Centurion Wealth Management LLC 0.39% Reduce -11.9% 32,747 $1.8M
Traveka Wealth, LLC 0.71% Add +76.7% 32,001 $1.8M
High Point Wealth Management, LLC 1.68% — 31,995 $1.8M
PUREfi Wealth, LLC 1.33% Reduce -6.2% 31,632 $1.7M
Sequent Asset Management, LLC 0.77% Reduce -0.6% 31,618 $1.7M
Milestone Investment Advisors LLC 0.42% Add +3.3% 31,594 $1.7M
McGlone Suttner Wealth Management, Inc. 0.23% Add +2.0% 30,706 $1.7M
Allen Capital Group, LLC 0.15% Add +2.8% 30,622 $1.7M
Bradley Foster & Sargent Inc. 0.02% Add +19.1% 29,517 $1.6M
Cambria Investment Management, L.P. 0.09% New 29,477 $1.6M
Fairvoy Private Wealth, LLC 0.36% Reduce -3.8% 29,242 $1.6M
Sunbelt Securities, Inc. 0.11% Reduce -10.4% 28,852 $1.6M
Wagner Wealth Management, Corp 1.54% — 28,380 $1.6M
Meridian Wealth Management, LLC 0.05% Reduce -0.3% 28,000 $1.5M
October Effect Ltd 1.67% Add +88.1% 27,600 $1.5M
Clear Investment Research, LLC 2.31% Add +1.7% 25,423 $1.4M
Hobart Private Capital, LLC 0.27% Add +85.7% 25,176 $1.4M
Forbes Financial Planning, Inc. 0.80% Reduce -70.0% 24,802 $1.4M
Sachetta, LLC 0.69% Reduce -0.1% 23,092 $1.3M
Gaddis Premier Wealth Advisors LLC 0.96% — 23,087 $1.3M
Schmidt P J Investment Management Inc. 0.20% Reduce -22.6% 22,739 $1.2M
17 Capital Partners, LLC 0.64% Add +41.7% 22,359 $1.2M
Calton & Associates, Inc. 0.18% Add +340.2% 21,790 $1.2M
Avaii Wealth Management, LLC 0.40% Add +1.5% 20,330 $1.1M
Investment Advisory Group, LLC 0.25% Reduce -0.0% 17,905 $982K
Meridian Financial Advisors, LLC 0.52% Reduce -0.4% 17,309 $949K
Yarger Wealth Strategies, LLC 0.41% Add +0.0% 17,214 $944K
Wealth Effects LLC 0.30% Add +66.8% 17,196 $943K
Onyx Bridge Wealth Group LLC 0.10% Reduce -1.4% 17,138 $940K
Tandem Capital Management Corp. 0.42% Add +3.0% 16,985 $931K
Money Concepts Capital Corp. 0.05% New 16,833 $923K
International Assets Investment Management, LLC 0.06% Add +16.2% 16,656 $913K
Farther Finance Advisors, LLC 0.01% Reduce -8.2% 16,525 $906K
Sentinel Pension Advisors, LLC 0.14% Add +0.1% 16,453 $902K
KOM Wealth Management Group, LLC 0.63% Add +14.4% 16,269 $892K
Sugar Maple Asset Management, LLC 0.59% New 16,126 $884K
Envestnet Portfolio Solutions, Inc. 0.00% New 15,065 $826K
Barnes Pettey Financial Advisors, LLC 0.39% Add +272.4% 14,544 $798K
CoreCap Advisors, LLC 0.03% Add +10.6% 14,307 $785K
SOL Capital Management CO 0.07% Add +10.2% 14,030 $769K
Elevation Capital Advisory, LLC 0.30% Add +77.0% 13,221 $725K
NewEdge Advisors, LLC 0.00% Add +11.7% 12,928 $709K
Marathon Wealth Advisors LLC 0.27% — 12,459 $683K
Natixis Advisors, LLC 0.00% New 10,677 $586K
FSM Wealth Advisors, LLC 0.08% Reduce -7.1% 10,395 $570K
Elm3 Financial Group, LLC 0.47% Reduce -9.1% 10,311 $565K
Canvas Wealth Advisors, LLC 0.09% Add +0.2% 10,073 $552K
Elevation Wealth Management LLC 0.53% — 9,993 $548K
GTS Securities LLC 0.02% New 9,685 $531K
LJI Wealth Management, LLC 0.08% Reduce -0.1% 9,590 $526K
Cornerstone Planning Group LLC 0.08% Add +1806.8% 9,458 $525K
Orion Porfolio Solutions, LLC 0.00% Reduce -45.2% 9,419 $517K
AQR Capital Management 0.00% New 9,152 $502K
Koshinski Asset Management, Inc. 0.03% New 8,937 $490K
Qube Research & Technologies Ltd 0.00% Add +177.8% 8,801 $483K
San Luis Wealth Advisors LLC 0.08% Reduce -3.0% 8,789 $482K
Rockefeller Capital Management L.P. 0.00% Add +50.3% 8,615 $472K
Corient Private Wealth LP 0.00% Reduce -0.8% 7,913 $434K
Ausdal Financial Partners, Inc. 0.02% Add +8.0% 7,859 $431K
Woodard & Co. Asset Management Group Inc. 0.07% New 7,803 $428K
Larson Financial Group LLC 0.01% Add +21.9% 7,798 $428K
New Insight Wealth Advisors 0.15% New 7,792 $427K
Prostatis Group LLC 0.10% Add +30.1% 7,347 $403K
Truist Financial Corp. 0.00% Reduce -3.7% 7,310 $401K
Florida Financial Advisors, LLC 0.10% Reduce -1.6% 6,890 $378K
Wealthcare Advisory Partners LLC 0.01% Reduce -6.2% 6,663 $365K
Harbor Investment Advisory, LLC 0.03% No change 6,650 $365K
Asempa Wealth Advisors 0.30% — 6,371 $349K
Wealthcare Capital Partners, LLC 0.16% Add +21.2% 6,249 $343K
Snowden Capital Advisors LLC 0.01% No change 6,197 $340K
Investmark Advisory Group LLC 0.14% Reduce -5.4% 6,189 $339K
Victrix Investment Advisors 0.13% New 5,981 $328K
Stonebridge Financial Group, LLC 0.03% Add +22.1% 5,949 $326K
Castleview Partners, LLC 0.16% Reduce -28.3% 5,875 $322K
Inspirion Wealth Advisors, LLC 0.04% New 5,756 $316K
Old Mission Investment Co LLC 0.07% New 5,603 $307K
Arcus Capital Partners, LLC 0.11% No change 5,531 $303K
Fiscal Wisdom Wealth Management, LLC 0.28% Add +1.1% 5,480 $301K
Mercer Global Advisors Inc. 0.00% Reduce -0.1% 5,199 $285K
Fort Sheridan Advisors LLC 0.04% Add +5.5% 5,144 $282K
Empower Advisory Group, LLC 0.00% New 5,124 $281K
LGT Financial Advisors LLC 1.68% Reduce -50.0% 5,000 $274K
Benjamin Edwards Inc. 0.00% New 4,939 $271K
Comerica Bank 0.00% No change 4,888 $268K
Beaird Harris Wealth Management, LLC 0.02% New 4,831 $265K
Moors & Cabot, Inc. 0.01% Add +11.9% 4,706 $258K
Blue Line Capital, LLC / IL 0.30% — 4,607 $253K
MWA Asset Management 0.14% Reduce -6.5% 4,498 $247K
Silver Oak Securities, Incorporated 0.02% New 4,221 $233K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% No change 4,160 $228K
Kingsview Wealth Management, LLC 0.00% Add +1.5% 4,141 $227K
Base Wealth Management LLC 0.12% Add +5.5% 4,088 $224K
Jaffetilchin Investment Partners, LLC 0.01% New 4,086 $224K
Trexquant Investment LP 0.00% Reduce -20.9% 3,794 $208K
Vestor Capital, LLC 0.02% Add +943.1% 38,388 $202K
First United Bank & Trust 0.06% Add +50.4% 3,526 $193K
SHP Wealth Management 0.01% — 3,380 $185K
Harbor Asset Planning, Inc. 0.13% Add +0.0% 2,730 $150K
BlackRock, Inc. 0.00% No change 2,418 $133K
O'shaughnessy Asset Management, LLC 0.00% Add +27.8% 2,301 $126K
Geneos Wealth Management Inc. 0.00% New 2,155 $118K
Key Capital Management, INC 0.10% — 1,917 $105K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,932 $105K
Dagco, Inc. 0.02% No change 1,879 $103K
Mark Sheptoff Financial Planning, LLC 0.05% No change 1,847 $101K
Armstrong Advisory Group, Inc. 0.01% No change 1,609 $88K
Raleigh Capital Management Inc. 0.03% New 1,269 $70K
Bank of Montreal 0.00% No change 1,240 $68K
Steward Partners Investment Advisory, LLC 0.00% New 1,137 $62K
Royal Bank of Canada 0.00% Add +104.0% 1,112 $61K
Northwest Capital Management Inc 0.23% No change 988 $54K
Garton & Associates Financial Advisors LLC 0.03% — 918 $50K
Creative Financial Designs Inc. 0.00% No change 756 $41K
Lanark Financial, Inc. 0.00% New 644 $35K
Arax Advisory Partners 0.00% New 638 $35K
Ancora Advisors LLC 0.00% No change 568 $31K
Spire Wealth Management 0.00% No change 511 $28K
Sound Income Strategies, LLC 0.00% No change 485 $27K
Hantz Financial Services, Inc. 0.00% No change 476 $26K
Cape Investment Advisory, Inc. 0.01% New 444 $24K
POM Investment Strategies, LLC 0.01% No change 417 $23K
Assetmark, Inc. 0.00% Reduce -0.3% 364 $20K
Bartlett & Co. Wealth Management LLC 0.00% No change 355 $19K
Capital Investment Advisory Services, LLC 0.00% No change 350 $19K
Abound Wealth Management 0.00% No change 329 $18K
Networth Advisors, LLC 0.01% — 241 $13K
CBIZ Investment Advisory Services, LLC 0.00% No change 240 $13K
Central Pacific Bank - Trust Division 0.00% No change 202 $11K
LRI Investments, LLC 0.00% No change 200 $11K
Nemes Rush Group LLC 0.00% No change 174 $10K
Flagship Harbor Advisors, LLC 0.00% New 161 $9K
Bare Financial Services, Inc 0.00% No change 155 $9K
IAG Wealth Partners, LLC 0.00% No change 115 $6K
Russell Investments Group, Ltd. 0.00% No change 105 $6K
Tucker Asset Management LLC 0.00% New 100 $5K
Allworth Financial LP 0.00% New 100 $5K
Atlantic Union Bankshares Corp 0.00% No change 68 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 54 $3K
SageView Advisory Group, LLC 0.00% New 32 $2K
CX Institutional 0.00% No change 13 $1K
Global Retirement Partners, LLC 0.00% New 2 $110
Blue Trust, Inc. 0.00% New 2 $84

"% 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.