Fidelity Blue Chip Grow ETFFBCGETF

13F holders, Q1 2026 (March 31)
269holders +9
37new positions
25sold out
1famous investor
$49.92avg. 13F price*

At the end of Q1 2026, 269 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 9 from Q4 2025. 37 opened new positions and 25 sold out. The largest holders were FMR LLC ($991.0M), JPMorgan Chase & Co. ($429.8M) and Dynasty Wealth Management, LLC ($360.2M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions37$46.9M
Exits25$108.9M

All 13F filers, Q4 2025 → Q1 2026: 7,982,488 shares bought and 21,544,118 shares sold, net −13,561,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 269 holders

FMR LLC 0.05% Add +5.5% 19,771,615 $991.0M
JPMorgan Chase & Co. 0.03% Reduce -7.9% 8,988,863 $429.8M
Dynasty Wealth Management, LLC 3.14% Reduce -3.4% 7,186,404 $360.2M
Sagespring Wealth Partners, LLC 5.15% Reduce -21.3% 5,642,044 $282.8M
Commonwealth Equity Services, LLC 0.20% Add +4.5% 2,901,363 $145.4M
Envestnet Asset Management Inc. 0.04% Add +90.7% 2,671,940 $133.9M
Cwm, LLC 0.32% Add +125.5% 2,412,385 $120.9M
Morgan Stanley 0.00% Add +14.6% 1,574,214 $78.9M
Bank of America Corp. 0.01% Reduce -0.1% 1,565,451 $78.5M
Cetera Investment Advisers 0.08% Add +26.4% 1,431,942 $71.8M
OneDigital Investment Advisors LLC 0.66% Add +19.7% 1,342,354 $67.3M
Wells Fargo & Company 0.01% Add +37.3% 1,124,147 $56.3M
KFA Private Wealth Group, LLC 12.64% Add +7.5% 1,050,372 $52.6M
MML Investors Services, LLC 0.14% Reduce -13.3% 1,022,358 $51.2M
Goodwin Investment Advisory 49.93% Reduce -4.6% 836,772 $41.9M
UBS Group AG 0.01% Add +2.5% 825,993 $41.4M
Northwestern Mutual Wealth Management Co. 0.03% Add +22.2% 811,788 $40.7M
Portfolio Strategies, Inc. 4.61% Reduce -2.5% 746,596 $37.4M
RFG Advisory, LLC 0.61% Add +24.3% 663,672 $33.3M
PNC Financial Services Group, Inc. 0.02% Add +16.1% 650,024 $32.6M
Focus Partners Wealth 0.04% Add +3.8% 639,600 $32.1M
Storgate, LLC 24.07% Add +5.5% 612,060 $30.7M
Sowa Financial Group, Inc. 14.94% Add +0.8% 601,668 $30.2M
Nations Financial Group Inc, /Ia/ 1.33% Add +17.0% 516,531 $25.9M
Cambridge Investment Research Advisors, Inc. 0.07% Add +2.6% 506,764 $25.4M
Accredited Investor Services, LLC 15.07% Add +5.4% 468,312 $23.5M
Capital Analysts, LLC 0.60% Add +9.8% 455,846 $22.8M
Clarity Retirement & Wealth, LLC 18.14% Add +23.9% 448,744 $22.5M
Centerline Wealth Advisors, LLC 7.96% Reduce -17.3% 441,452 $22.1M
AssuredPartners Investment Advisors, LLC 2.33% Reduce -19.5% 416,693 $21.4M
Advyzon Investment Management, LLC 1.91% New 424,337 $21.3M
Unique Wealth, LLC 2.76% Reduce -11.1% 397,856 $19.9M
Keenan, LLC 13.82% Add +58.6% 321,903 $16.4M
BG Investment Services, LLC 13.53% Add +15.8% 325,360 $16.3M
HighTower Advisors, LLC 0.02% Add +2.1% 323,472 $16.2M
Arkadios Wealth Advisors 0.26% Add +24.6% 318,685 $16.0M
Daybright Advisory Services, Inc. 4.33% Add +1.2% 312,053 $15.6M
OpenArc Corporate Advisory, LLC 0.22% Add +32.2% 305,412 $15.3M
MAI Capital Management 0.08% Add +32.6% 285,859 $14.3M
Kestra Advisory Services, LLC 0.05% Add +27.5% 281,594 $14.1M
Align Financial, LLC 7.98% Reduce -98.2% 280,091 $14.0M
&partners 0.07% Reduce -2.6% 270,057 $13.6M
LPL Financial LLC 0.00% Add +36.6% 263,243 $13.2M
Storen Legacy Partners, LLC 4.12% New 262,099 $13.1M
Arwa LLC 6.42% Add +38.1% 241,771 $13.0M
Advantage Trust Co 5.27% Add +8.7% 234,419 $11.7M
Jones Financial Companies LLLP 0.01% Add +33.1% 230,983 $11.2M
Salus Financial Advisors, LLC 6.04% Add +11.9% 206,806 $10.4M
Sax Wealth Advisors, LLC 0.50% No change 187,635 $10.3M
CLG LLC 2.49% Add +5.5% 199,954 $10.0M
MV Capital Management, Inc. 0.91% Reduce -9.9% 184,137 $9.2M
Mitchell McLeod Pugh & Williams Inc. 1.29% Add +13.8% 174,305 $8.7M
Janney Montgomery Scott LLC 0.02% Add +3.0% 164,739 $8.3M
Mariner, LLC 0.01% Reduce -5.2% 160,770 $8.1M
Providence Financial Advisors, LLC 4.23% Add +10.0% 148,158 $7.4M
Keystone Wealth Services, LLC 1.54% Add +13.8% 143,238 $7.2M
D.A. Davidson & Co. 0.04% Add +108.9% 142,683 $7.2M
Dahring | Cusmano LLC 4.21% Add +8.8% 136,702 $6.9M
Menora Mivtachim Holdings LTD. 0.03% No change 136,270 $6.8M
Principal Securities, Inc. 0.10% Add +42.7% 134,619 $6.7M
Bfsg, LLC 0.62% Reduce -0.1% 131,152 $6.6M
Sovran Advisors, LLC 0.50% Reduce -3.1% 108,741 $6.4M
Sigma Planning Corp 0.17% Add +5.1% 124,060 $6.2M
Stifel Financial Corp. 0.01% Add +1.1% 123,100 $6.2M
Wealth Quarterback LLC 2.42% Add +8.3% 122,407 $6.1M
Per Stirling Capital Management, LLC. 0.68% Add +2.2% 122,241 $6.1M
Cyndeo Wealth Partners, LLC 0.31% Reduce -3.3% 117,556 $5.9M
Broadleaf Partners, LLC 1.37% Reduce -3.7% 117,305 $5.9M
First Heartland Consultants, Inc. 0.44% Reduce -14.9% 115,009 $5.8M
CENTRAL TRUST Co 0.11% Reduce -0.3% 112,371 $5.6M
Kestra Private Wealth Services, LLC 0.07% Reduce -7.8% 111,648 $5.6M
FIL Ltd 0.00% Reduce -89.7% 107,797 $5.4M
Clear Creek Financial Management, LLC 0.40% Add +59.0% 104,316 $5.2M
PKS Advisory Services, LLC 1.12% Add +5.0% 96,476 $4.8M
MN Wealth Advisors, LLC 2.24% Add +3.3% 91,765 $4.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.26% Reduce -0.1% 90,448 $4.5M
Harbour Investments, Inc. 0.07% Add +16.6% 90,297 $4.5M
M Holdings Securities, Inc. 0.30% Add +58.4% 73,177 $4.4M
IFP Advisors, Inc 0.09% Add +128.3% 88,083 $4.4M
Dedeker Financial LLC 3.82% Add +93.3% 87,512 $4.4M
Fifth Third Securities, Inc. 0.28% Add +16.1% 85,938 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.5% 82,405 $4.2M
Barnes Pettey Financial Advisors, LLC 1.82% Add +473.6% 83,419 $4.2M
Holos Integrated Wealth LLC 2.11% Add +0.9% 81,193 $4.2M
Roxbury Financial LLC 3.66% Add +0.2% 81,320 $4.1M
Creative Planning 0.00% Reduce -21.4% 80,336 $4.0M
Mutual Advisors, LLC 0.09% Add +1.3% 79,639 $4.0M
CRA Financial Services, LLC 0.52% Add +23.9% 79,152 $4.0M
Essex Financial Services, Inc. 0.22% Add +1.4% 77,743 $3.9M
Variant Private Wealth, LLC 4.71% Reduce -0.3% 77,541 $3.9M
Captrust Financial Advisors 0.01% Reduce -0.1% 74,359 $3.7M
Quotient Wealth Partners, LLC 0.09% Add +24.9% 71,561 $3.6M
Rollins Financial Advisors, LLC 0.52% Reduce -0.3% 66,165 $3.3M
Raymond James Financial Inc. 0.00% Reduce -3.5% 64,792 $3.2M
Traynor Capital Management, Inc. 0.17% Add +10.7% 57,942 $2.8M
Summit Wealth Group LLC / Co. 0.29% Reduce -1.2% 54,390 $2.7M
Clearwave Capital, LLC 1.81% Add +8.8% 52,768 $2.6M
Private Advisor Group, LLC 0.01% Add +10.7% 50,068 $2.5M
Cary Street Partners Financial LLC 0.06% Add +2.2% 48,814 $2.4M
Aptus Capital Advisors, LLC 0.02% Add +38.2% 48,577 $2.4M

"% 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 269 holders