Fidelity Blue Chip Grow ETFFBCGETF

13F holders, Q2 2026 (June 30)
317holders +48
63new positions
15sold out
2famous investors
$62.12avg. 13F price*

At the end of Q2 2026, 317 institutions reported holding Fidelity Blue Chip Grow ETF (FBCG) in their 13F filings, up 48 from Q1 2026. 63 opened new positions and 15 sold out. The largest holders were FMR LLC ($1.2B), JPMorgan Chase & Co. ($545.5M) and Dynasty Wealth Management, LLC ($438.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions63$293.9M
Exits15$51.5M

All 13F filers, Q1 2026 → Q2 2026: 9,944,886 shares bought and 2,984,789 shares sold, net +6,960,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 317 holders

FMR LLC 0.05% Reduce -5.8% 18,629,104 $1.2B
JPMorgan Chase & Co. 0.03% Reduce -0.9% 8,909,063 $545.5M
Dynasty Wealth Management, LLC 3.26% Reduce -1.8% 7,054,864 $438.2M
Sagespring Wealth Partners, LLC 5.26% Reduce -2.3% 5,514,169 $342.5M
Commonwealth Equity Services, LLC 0.23% Add +0.3% 2,910,411 $180.8M
Envestnet Asset Management Inc. 0.04% Add +7.0% 2,859,109 $177.6M
Morgan Stanley 0.01% Add +15.5% 1,817,581 $112.9M
Cetera Investment Advisers 0.09% Add +15.5% 1,653,412 $102.7M
Bank of America Corp. 0.01% Add +3.3% 1,617,479 $100.5M
GR Financial Group, LLC 13.49% New 1,598,116 $99.3M
OneDigital Investment Advisors LLC 0.82% Add +16.7% 1,566,892 $97.3M
Wells Fargo & Company 0.01% Add +15.4% 1,297,797 $80.6M
Storgate, LLC 16.42% Add +108.2% 1,274,528 $79.2M
MML Investors Services, LLC 0.16% Add +22.6% 1,253,451 $77.9M
Thrivent Financial for Lutherans 0.13% New 1,244,016 $77.3M
Portfolio Strategies, Inc. 6.52% Add +12.5% 839,835 $66.5M
KFA Private Wealth Group, LLC 15.77% Add +0.4% 1,054,517 $65.5M
PNC Financial Services Group, Inc. 0.03% Add +43.8% 934,434 $58.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +5.8% 859,302 $53.4M
UBS Group AG 0.01% Add +2.3% 844,821 $52.5M
LPL Financial LLC 0.01% Add +169.4% 709,073 $44.0M
Focus Partners Wealth 0.04% Add +9.9% 702,907 $43.7M
Cambridge Investment Research Advisors, Inc. 0.09% Add +30.5% 661,409 $41.1M
RFG Advisory, LLC 0.62% Reduce -4.5% 633,474 $39.3M
Sowa Financial Group, Inc. 18.31% Add +5.1% 632,394 $39.3M
Capital Analysts, LLC 0.83% Add +26.8% 578,034 $35.9M
Nations Financial Group Inc, /Ia/ 1.64% Add +7.2% 553,610 $34.4M
Advyzon Investment Management, LLC 2.37% Add +24.0% 526,304 $32.7M
Accredited Investor Services, LLC 16.42% Reduce -0.1% 467,976 $29.1M
J.W. Cole Advisors, Inc. 0.49% New 460,588 $28.6M
Clarity Retirement & Wealth, LLC 19.59% Add +1.7% 456,289 $28.3M
AssuredPartners Investment Advisors, LLC 2.55% Add +1.7% 423,883 $26.3M
Centerline Wealth Advisors, LLC 8.02% Reduce -6.7% 411,896 $25.6M
Unique Wealth, LLC 2.89% Add +0.4% 399,413 $24.8M
Keenan, LLC 16.80% Add +18.9% 382,839 $23.8M
BG Investment Services, LLC 16.14% Add +10.9% 360,816 $22.4M
Arkadios Wealth Advisors 0.32% Add +5.8% 337,332 $21.0M
OpenArc Corporate Advisory, LLC 0.25% Add +8.6% 331,714 $20.6M
MAI Capital Management 0.08% Add +14.9% 328,599 $20.4M
Daybright Advisory Services, Inc. 4.84% Add +8.7% 339,153 $20.3M
Jones Financial Companies LLLP 0.01% Add +43.4% 331,122 $19.8M
HighTower Advisors, LLC 0.02% Reduce -6.5% 302,402 $18.8M
Arwa LLC 7.36% Add +20.8% 292,114 $17.7M
Kestra Advisory Services, LLC 0.06% Add +0.3% 282,385 $17.5M
Copper Harbor Investment Advisors, LLC 3.68% — 280,205 $17.4M
Align Financial, LLC 8.58% Reduce -0.7% 278,264 $17.3M
Great Valley Advisor Group, Inc. 0.27% New 274,340 $17.0M
Advantage Trust Co 5.78% Add +12.9% 264,719 $16.4M
&partners 0.07% Reduce -1.8% 265,078 $16.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +208.0% 253,815 $15.8M
Storen Legacy Partners, LLC 4.27% Reduce -3.7% 252,319 $15.7M
Barnes Pettey Financial Advisors, LLC 4.90% Add +201.7% 251,678 $15.6M
CLG LLC 3.15% Add +15.5% 230,906 $14.3M
Salus Financial Advisors, LLC 6.88% Add +8.6% 224,609 $14.0M
Osaic Holdings, Inc. 0.02% Add +634.5% 222,756 $13.8M
D.A. Davidson & Co. 0.07% Add +43.0% 204,020 $12.7M
Mitchell McLeod Pugh & Williams Inc. 1.56% Add +17.0% 203,998 $12.7M
Redhawk Wealth Advisors, Inc. 1.23% New 201,662 $12.5M
MV Capital Management, Inc. 1.00% Reduce -0.9% 182,511 $11.3M
Janney Montgomery Scott LLC 0.02% Add +1.0% 166,430 $10.3M
Principal Securities, Inc. 0.12% Add +23.4% 166,094 $10.3M
Providence Financial Advisors, LLC 5.77% Add +10.3% 163,362 $10.1M
Keystone Wealth Services, LLC 1.84% Add +11.5% 159,708 $9.9M
Baldwin Wealth Partners LLC 0.64% New 158,777 $9.9M
Stifel Financial Corp. 0.01% Add +27.1% 156,508 $9.7M
Sax Wealth Advisors, LLC 0.39% Add +3.1% 193,373 $9.7M
Dahring | Cusmano LLC 4.60% Add +2.7% 140,399 $8.7M
Menora Mivtachim Holdings LTD. 0.03% No change 136,270 $8.5M
Wealth Quarterback LLC 2.61% Add +11.1% 135,983 $8.4M
Bfsg, LLC 0.72% Reduce -0.2% 130,847 $8.1M
Clear Creek Financial Management, LLC 0.48% Add +15.4% 120,334 $7.5M
Broadleaf Partners, LLC 1.44% Add +2.3% 119,988 $7.5M
Sigma Planning Corp 0.19% Reduce -3.6% 119,635 $7.4M
First Heartland Consultants, Inc. 0.47% Add +2.3% 117,618 $7.3M
Per Stirling Capital Management, LLC. 0.69% Reduce -4.1% 117,242 $7.3M
New England Private Wealth Advisors LLC 0.67% New 117,234 $6.9M
Kestra Private Wealth Services, LLC 0.07% Reduce -2.4% 108,971 $6.8M
Dedeker Financial LLC 3.80% Add +22.9% 107,587 $6.7M
Sovran Advisors, LLC 0.49% Add +4.0% 113,094 $6.6M
CENTRAL TRUST Co 0.12% Reduce -5.3% 106,433 $6.6M
Essex Financial Services, Inc. 0.33% Add +36.6% 106,179 $6.6M
Cyndeo Wealth Partners, LLC 0.31% Reduce -10.7% 104,977 $6.5M
AE Wealth Management LLC 0.03% Add +126.2% 102,227 $6.3M
Harbour Investments, Inc. 0.08% Add +12.3% 101,407 $6.3M
MN Wealth Advisors, LLC 2.65% Add +9.2% 100,203 $6.2M
PKS Advisory Services, LLC 0.96% Add +0.2% 96,674 $6.0M
Gilbert Capital Group, Inc. 4.15% New 95,420 $5.9M
FIL Ltd 0.00% Reduce -13.7% 93,078 $5.8M
CRA Financial Services, LLC 0.65% Add +15.0% 91,023 $5.7M
Summit Wealth Group LLC / Co. 0.46% Add +65.9% 90,216 $5.6M
Kingsview Wealth Management, LLC 0.07% Add +2045.9% 88,860 $5.5M
Bank of New York Mellon Corp 0.00% Add +102.6% 88,033 $5.5M
IFP Advisors, Inc 0.10% Reduce -1.4% 86,836 $5.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.27% Reduce -4.4% 86,476 $5.4M
Mutual Advisors, LLC 0.10% Add +8.6% 86,452 $5.4M
Roxbury Financial LLC 4.03% Add +0.8% 82,001 $5.1M
Holos Integrated Wealth LLC 2.37% Add +2.0% 82,860 $5.1M
SMART Wealth LLC 1.06% New 79,452 $4.9M
Arax Advisory Partners 0.03% New 78,989 $4.9M
Quotient Wealth Partners, LLC 0.11% Add +8.6% 77,694 $4.8M
Rockefeller Capital Management L.P. 0.01% Add +96.3% 77,651 $4.8M
Fifth Third Securities, Inc. 0.27% Reduce -10.1% 77,234 $4.8M
Rollins Financial Advisors, LLC 0.63% Add +15.9% 76,699 $4.8M
Creative Planning 0.00% Reduce -4.6% 76,635 $4.8M
Traynor Capital Management, Inc. 0.19% Add +14.2% 66,191 $4.1M
Certified Advisory Corp 0.33% Add +35.7% 65,745 $4.1M
Captrust Financial Advisors 0.01% Reduce -12.5% 65,076 $4.0M
Raymond James Financial Inc. 0.00% Reduce -5.1% 61,490 $3.8M
Aptus Capital Advisors, LLC 0.03% Add +19.2% 57,909 $3.6M
Cary Street Partners Financial LLC 0.07% Add +11.3% 54,328 $3.4M
Milestone Investment Advisors LLC 0.73% Add +33.3% 54,110 $3.4M
Clearwave Capital, LLC 1.79% Reduce -1.2% 52,145 $3.2M
Brookstone Capital Management 0.03% New 51,101 $3.2M
Cozad Asset Management Inc. 0.19% New 48,266 $3.0M
Variant Private Wealth, LLC 3.34% Reduce -38.3% 47,880 $3.0M
Sequent Asset Management, LLC 1.25% Add +1.4% 47,543 $3.0M
Wagner Wealth Management, Corp 2.22% Add +4.3% 44,280 $2.8M
Stonebridge Financial Group, LLC / MO 1.81% Add +3.7% 43,758 $2.7M
WCG Wealth Advisors LLC 0.06% Add +0.1% 42,444 $2.6M
Gaddis Premier Wealth Advisors LLC 1.56% Add +61.3% 41,090 $2.6M
Hicks Capital Management LLC 2.06% Add +7.1% 40,495 $2.5M
Adell Harriman & Carpenter Inc. 0.13% Reduce -4.1% 40,059 $2.5M
Childress Capital Advisors, LLC 0.41% No change 39,905 $2.5M
PUREfi Wealth, LLC 1.27% Add +1.6% 37,368 $2.3M
Independent Financial Group, LLC 0.04% Reduce -14.6% 36,834 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +26.4% 35,381 $2.2M
Money Concepts Capital Corp. 0.10% Add +24.9% 35,168 $2.2M
Kintra Wealth, LLC 0.11% New 34,303 $2.2M
Centurion Wealth Management LLC 0.49% Reduce -1.5% 33,161 $2.1M
Allen Capital Group, LLC 0.17% Add +7.3% 32,494 $2.0M
Fairvoy Private Wealth, LLC 0.39% Add +11.2% 31,141 $1.9M
McGlone Suttner Wealth Management, Inc. 0.22% No change 30,681 $1.9M
AQR Capital Management 0.00% Add +183.1% 28,808 $1.8M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.8% 28,398 $1.8M
October Effect Ltd 1.65% Add +3.3% 28,220 $1.8M
Meridian Wealth Management, LLC 0.05% No change 28,000 $1.7M
17 Capital Partners, LLC 0.78% Add +12.2% 27,717 $1.7M
Cambria Investment Management, L.P. 0.08% Reduce -0.9% 27,186 $1.7M
Empowered Funds, LLC 0.01% Reduce -0.9% 27,186 $1.7M
Clear Investment Research, LLC 2.62% Reduce -2.6% 27,110 $1.7M
Hobart Private Capital, LLC 0.28% Add +3.1% 26,662 $1.7M
High Point Wealth Management, LLC 1.35% Reduce -18.4% 26,095 $1.6M
Sachetta, LLC 0.77% Add +12.5% 25,532 $1.6M
Traveka Wealth, LLC 0.51% Add +1.3% 24,873 $1.5M
Calton & Associates, Inc. 0.22% Add +14.4% 23,889 $1.5M
Worth Asset Management, LLC 0.47% Reduce -21.1% 23,474 $1.5M
Farther Finance Advisors, LLC 0.01% Reduce -39.3% 23,086 $1.4M
Vise Technologies, Inc. 0.02% Reduce -46.0% 23,049 $1.4M
Forbes Financial Planning, Inc. 0.76% Reduce -5.8% 22,814 $1.4M
Elevation Capital Advisory, LLC 0.52% New 21,638 $1.3M
Cornerstone Planning Group LLC 0.17% Reduce -7.7% 21,713 $1.3M
Avaii Wealth Management, LLC 0.39% Reduce -0.1% 21,262 $1.3M
Wealth Effects LLC 0.35% Reduce -2.8% 21,032 $1.3M
POM Investment Strategies, LLC 1.46% Add +107.6% 20,716 $1.3M
Delta Investment Management, LLC 0.21% New 20,268 $1.3M
Natixis Advisors, LLC 0.00% Add +47.5% 20,001 $1.2M
KOM Wealth Management Group, LLC 0.74% Add +5.5% 19,806 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -33.3% 19,577 $1.2M
Sugar Maple Asset Management, LLC 0.75% Add +1.6% 18,618 $1.2M
Tandem Capital Management Corp. 0.48% Add +1.6% 18,468 $1.1M
First United Bank & Trust 0.32% Add +59.4% 17,811 $1.1M
Western Wealth Management, LLC 0.04% Reduce -15.0% 17,413 $1.1M
Yarger Wealth Strategies, LLC 0.39% No change 17,214 $1.1M
Savvy Advisors, Inc. 0.02% Reduce -15.7% 16,955 $1.1M
Astoria Portfolio Advisors LLC. 0.18% New 16,694 $1.0M
Schmidt P J Investment Management Inc. 0.16% Reduce -14.6% 16,595 $1.0M
Kingdom Financial Group LLC. 0.26% Add +2573.0% 16,332 $1.0M
Mercer Global Advisors Inc. 0.00% Add +136.8% 15,714 $976K
Sentinel Pension Advisors, LLC 0.13% Reduce -0.5% 16,268 $976K
Canvas Wealth Advisors, LLC 0.14% Add +3.7% 15,598 $969K
NewEdge Advisors, LLC 0.00% Add +23.3% 15,180 $943K
International Assets Investment Management, LLC 0.06% Reduce -3.4% 15,016 $929K
Ameriprise Financial Inc. 0.00% Reduce -0.9% 14,852 $922K
Axis Wealth Partners, LLC 0.43% New 14,516 $902K
Crosspoint Financial, LLC 2.02% New 14,234 $884K
Meridian Financial Advisors, LLC 0.42% Reduce -9.7% 14,178 $881K
CoreCap Advisors, LLC 0.03% Add +0.6% 14,071 $874K
Merit Financial Group, LLC 0.01% Add +13.3% 13,756 $854K
Investmark Advisory Group LLC 0.32% Add +2.2% 13,708 $851K
Investment Advisory Group, LLC 0.18% Reduce -23.1% 13,601 $845K
Cerity Partners LLC 0.00% Reduce -12.4% 13,130 $816K
Elevation Wealth Management LLC 0.60% Add +10.9% 13,010 $808K
Marathon Wealth Advisors LLC 0.26% No change 12,459 $774K
Elm3 Financial Group, LLC 0.52% Add +20.1% 12,256 $761K
Barnes Wealth Management Group, Inc 0.35% Reduce -1.6% 12,022 $747K
Larson Financial Group LLC 0.02% Add +14.1% 11,649 $724K
SFG Wealth Management, LLC. 0.26% New 11,647 $723K
Mariner, LLC 0.00% Reduce -93.0% 11,270 $700K
Concurrent Investment Advisors, LLC 0.01% Reduce -42.9% 11,245 $698K
Prostatis Group LLC 0.15% Add +11.1% 10,492 $652K
Fisher Asset Management 0.00% New 10,226 $635K
FSM Wealth Advisors, LLC 0.07% Reduce -0.6% 10,106 $628K
Brighton Jones LLC 0.01% New 9,957 $618K
Florida Financial Advisors, LLC 0.10% Reduce -1.6% 9,916 $616K
Geneos Wealth Management Inc. 0.01% Reduce -4.2% 9,687 $602K
San Luis Wealth Advisors LLC 0.09% Add +8.0% 9,620 $597K
Koshinski Asset Management, Inc. 0.03% Add +4.2% 9,528 $592K
O'shaughnessy Asset Management, LLC 0.00% Add +153.9% 9,469 $588K
Castleview Partners, LLC 0.25% Reduce -0.9% 9,248 $574K
LJI Wealth Management, LLC 0.08% Reduce -5.2% 9,095 $565K
TritonPoint Partners, LLC 0.05% Reduce -53.6% 8,979 $558K
Cedar Mountain Advisors, LLC 0.09% New 8,832 $549K
FSA Advisors, Inc. 0.25% New 8,624 $536K
Fifth Third Bancorp 0.00% Add +73.3% 8,408 $522K
Centennial Advisors, LLC 0.60% New 8,164 $507K
Wealthcare Capital Partners, LLC 0.21% Add +7.0% 8,022 $498K
Ausdal Financial Partners, Inc. 0.02% Add +0.4% 7,934 $493K
Silver Grove Financial Group, Inc. 0.26% New 7,677 $477K
New Insight Wealth Advisors 0.14% Reduce -2.6% 7,649 $475K
Midwest Financial Network, LLC 0.32% New 7,593 $472K
HBW Advisory Services LLC 0.04% Add +24.4% 7,434 $462K
Ascent Advisors, LLC 0.51% New 7,163 $443K
Clarity Asset Management, Inc. 0.22% Reduce -6.1% 7,133 $443K
TCV Trust & Wealth Management, Inc. 0.03% New 7,109 $442K
LGT Financial Advisors LLC 2.29% New 6,975 $433K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 6,938 $431K
Innovative Asset Advisors Group, LLC 0.19% New 6,862 $426K
Lido Advisors, LLC 0.00% Reduce -3.1% 6,861 $426K
Onyx Bridge Wealth Group LLC 0.04% Reduce -0.1% 6,678 $415K
Harbor Investment Advisory, LLC 0.03% No change 6,650 $413K
EP Wealth Advisors, LLC 0.00% New 6,637 $412K
Asempa Wealth Advisors 0.30% No change 6,376 $396K
Rehmann Capital Advisory Group 0.02% New 6,346 $394K
Snowden Capital Advisors LLC 0.01% No change 6,197 $385K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.4% 5,881 $365K
Corient Private Wealth LP 0.00% Reduce -66.6% 5,852 $363K
Stratos Wealth Partners, LTD. 0.00% New 5,838 $363K
Fiscal Wisdom Wealth Management, LLC 0.31% Reduce -0.4% 5,823 $362K
GTS Securities LLC 0.01% Reduce -55.7% 5,818 $361K
Stonebridge Financial Group, LLC 0.03% Add +0.4% 5,809 $361K
YHB Investment Advisors, Inc. 0.02% No change 5,785 $359K
Regal Investment Advisors LLC 0.02% New 5,736 $356K
Old Mission Investment Co LLC 0.07% Reduce -0.0% 5,673 $352K
Base Wealth Management LLC 0.16% Add +3.8% 5,581 $347K
Arcus Capital Partners, LLC 0.14% No change 5,531 $344K
SWAN Capital LLC 0.12% New 5,488 $341K
Dickmeyer Boyce Financial Management, Inc. 0.17% New 5,287 $328K
RCS Financial Planning, LLC 0.15% New 5,265 $327K
Brookwood Investment Group LLC 0.04% Reduce -14.6% 5,238 $325K
B.O.S.S. Retirement Advisors, LLC 0.09% Add +0.5% 5,212 $324K
Fort Sheridan Advisors LLC 0.03% Reduce -3.9% 5,120 $318K
Mission Wealth Management, LP 0.00% Add +18.1% 5,081 $316K
Ameritas Advisory Services, LLC 0.01% New 4,914 $305K
Quantinno Capital Management LP 0.00% New 4,828 $300K
Inspirion Wealth Advisors, LLC 0.03% No change 4,726 $292K
Benjamin Edwards Inc. 0.00% Reduce -1.7% 4,578 $284K
Fiduciary Group, LLC 0.02% No change 4,576 $284K
Choreo, LLC 0.00% New 4,549 $283K
Thoroughbred Financial Services, LLC 0.01% New 4,481 $278K
Commerce Advisors, LLC 0.15% Add +8.3% 4,460 $277K
Boston Partners 0.00% New 4,453 $277K
Baron Wealth Management LLC 0.07% No change 4,123 $256K
Woodard & Co. Asset Management Group Inc. 0.04% Add +2.8% 4,113 $255K
MWA Asset Management 0.11% Reduce -9.2% 4,055 $252K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 3,960 $246K
Waverly Advisors, LLC 0.00% New 3,813 $237K
Graham Capital Wealth Management, LLC 0.18% New 3,656 $227K
Nwam LLC 0.01% New 3,646 $226K
Impact Partnership Wealth, LLC 0.02% New 3,533 $219K
Beacon Pointe Advisors, LLC 0.00% New 3,490 $217K
Truist Financial Corp. 0.00% Reduce -30.9% 3,461 $215K
Succession Financial, Inc. 0.20% — 3,386 $210K
SHP Wealth Management 0.01% No change 3,380 $210K
Gould Asset Management LLC 0.03% New 3,360 $209K
US Bancorp \de 0.00% New 2,795 $174K
Harbor Asset Planning, Inc. 0.13% No change 2,730 $170K
Bank of Montreal 0.00% Add +9.8% 2,418 $150K
Atlatl Advisers LLC 0.03% New 1,990 $124K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,932 $119K
Lloyd Advisory Services, LLC. 0.04% Add +199.0% 1,827 $113K
Vestor Capital, LLC 0.01% Reduce -36.9% 2,322 $112K
Capital Investment Advisory Services, LLC 0.01% Add +204.0% 1,672 $104K
Armstrong Advisory Group, Inc. 0.01% No change 1,609 $100K
BlackRock, Inc. 0.00% No change 1,500 $93K
Steward Partners Investment Advisory, LLC 0.00% New 1,279 $79K
Raleigh Capital Management Inc. 0.03% No change 1,269 $79K
Mark Sheptoff Financial Planning, LLC 0.04% No change 1,250 $78K
Key Capital Management, INC 0.04% Add +19.0% 1,138 $71K
Darwin Wealth Management, LLC 0.02% New 1,000 $62K
Spire Wealth Management 0.00% Add +17.1% 973 $60K
Creative Financial Designs Inc. 0.00% No change 756 $47K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +265.0% 730 $45K
Meramec Financial Planners, LLC 0.02% Reduce -25.7% 753 $44K
Tounjian Advisory Partners, LLC 0.02% New 663 $41K
IFG Advisory, LLC 0.00% New 633 $39K
Investors Research Corp 0.01% New 619 $38K
Montgomery Financial Services LLC 0.03% — 604 $38K
Ancora Advisors LLC 0.00% No change 568 $35K
Cape Investment Advisory, Inc. 0.01% New 534 $33K
Global Retirement Partners, LLC 0.00% — 530 $33K
Hantz Financial Services, Inc. 0.00% No change 476 $30K
Cassaday & Co Wealth Management LLC 0.00% No change 416 $26K
Steigerwald, Gordon & Koch Inc. 0.00% No change 400 $25K
Lanark Financial, Inc. 0.00% Reduce -43.2% 366 $23K
Abound Wealth Management 0.00% No change 329 $20K
Clearstead Advisors, LLC 0.00% New 329 $20K
Bartlett & Co. Wealth Management LLC 0.00% No change 295 $18K
Fiduciary Financial Advisors 0.00% New 281 $17K
Networth Advisors, LLC 0.01% No change 241 $15K
Central Pacific Bank - Trust Division 0.00% No change 202 $13K
Westside Investment Management, Inc. 0.00% New 200 $12K
CBIZ Investment Advisory Services, LLC 0.00% No change 240 $12K
Nemes Rush Group LLC 0.00% No change 174 $11K
Founders Financial Alliance, LLC 0.00% New 161 $10K
Allworth Financial LP 0.00% Reduce -20.5% 155 $10K
EverSource Wealth Advisors, LLC 0.00% No change 143 $9K
IAG Wealth Partners, LLC 0.00% No change 115 $7K
Royal Bank of Canada 0.00% Reduce -95.2% 117 $7K
LRI Investments, LLC 0.00% Reduce -50.0% 100 $6K
Smartleaf Asset Management LLC 0.00% No change 76 $5K
Atlantic Union Bankshares Corp 0.00% No change 68 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 54 $3K
Assetmark, Inc. 0.00% Reduce -50.0% 50 $3K
Vanguard Advisers Inc. 0.00% Reduce -15.9% 37 $2K
Strive Financial Group ,LLC 0.00% No change 34 $2K
CX Institutional 0.00% No change 13 $1K
Mather Group, Llc. 0.00% New 5 $307

"% 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.