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Fidelity Blue Chip Growth ETF (FBCG) Institutional Ownership

Fidelity Blue Chip Growth ETF logo
$62.85 +1.81 (+2.97%)
As of 01:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Blue Chip Growth ETF (BATS:FBCG)

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$270.54M
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FBCG Institutional Buying and Selling by Quarter

Fidelity Blue Chip Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC12,311$617K0.0%-4.8%0.014%
5/27/2026 Allen Capital Group LLC30,280$1.52M0.1%-1.1%0.033%
5/21/2026 Vestor Capital LLC3,681$185K0.0%-90.4%0.004%
5/19/2026 Western Wealth Management LLC20,485$1.03M0.0%N/A0.023%
5/19/2026 NewEdge Advisors LLC12,311$617K0.0%-4.8%0.014%
5/19/2026 Bank of America Corp DE1,565,451$78.46M0.0%-0.1%1.725%
5/19/2026 Arkadios Wealth Advisors318,685$15.97M0.3%+24.6%0.351%
5/18/2026 Sunbelt Securities Inc.33,155$1.66M0.1%+14.9%0.037%
5/18/2026 Royal Bank of Canada2,433$122K0.0%+118.8%0.003%
5/18/2026 Empowered Funds LLC27,423$1.37M0.0%-7.0%0.030%
5/15/2026 Bradley Foster & Sargent Inc. CT28,620$1.43M0.0%-3.0%0.032%
5/14/2026 CLG LLC199,954$10.02M2.5%+5.5%0.220%
5/14/2026 Lido Advisors LLC7,084$355K0.0%N/A0.008%
5/13/2026 Cetera Investment Advisers1,431,942$71.77M0.1%+26.4%1.578%
5/8/2026 PNC Financial Services Group Inc.650,024$32.58M0.0%+16.1%0.716%
5/7/2026 Florida Financial Advisors LLC10,080$505K0.1%+46.3%0.011%
5/6/2026 Cornerstone Planning Group LLC23,532$1.18M0.2%+148.8%0.026%
5/6/2026 Fiscal Wisdom Wealth Management LLC5,849$293K0.3%+6.7%0.006%
5/6/2026 Independent Financial Group LLC41,730$2.09M0.1%N/A0.046%
5/6/2026 Advantage Trust Co234,419$11.75M5.3%+8.7%0.258%
5/6/2026 Dahring Cusmano LLC136,702$6.85M4.2%+8.8%0.151%
5/6/2026 Gaddis Premier Wealth Advisors LLC25,478$1.28M0.9%+10.4%0.028%
5/5/2026 D.A. Davidson & CO.142,683$7.15M0.0%+108.9%0.157%
5/5/2026 Bank of New York Mellon Corp43,442$2.18M0.0%-24.4%0.048%
5/5/2026 Milestone Investment Advisors LLC40,586$2.03M0.5%+28.5%0.045%
5/5/2026 Geneos Wealth Management Inc.10,107$507K0.0%+369.0%0.011%
5/5/2026 Sigma Planning Corp124,060$6.22M0.2%+5.1%0.137%
5/5/2026 Adell Harriman & Carpenter Inc.41,756$2.09M0.1%+2.4%0.046%
5/4/2026 HBW Advisory Services LLC5,977$300K0.0%N/A0.007%
5/2/2026 International Assets Investment Management LLC15,542$792K0.0%-6.7%0.017%
5/2/2026 Castleview Partners LLC9,330$468K0.2%+58.8%0.010%
5/1/2026 Fifth Third Bancorp4,851$243K0.0%N/A0.005%
5/1/2026 Sovran Advisors LLC108,741$5.45M0.4%-3.1%0.120%
5/1/2026 Sachetta LLC22,698$1.14M0.6%-1.7%0.025%
4/30/2026 Kestra Advisory Services LLC281,594$14.11M0.1%+27.5%0.310%
4/30/2026 Money Concepts Capital Corp28,164$1.41M0.1%+67.3%0.031%
4/30/2026 Base Wealth Management LLC5,376$269K0.2%+31.5%0.006%
4/29/2026 Childress Capital Advisors LLC39,905$2M0.4%-44.0%0.044%
4/29/2026 Clearwave Capital LLC52,768$2.65M1.8%+8.8%0.058%
4/29/2026 Canvas Wealth Advisors LLC15,044$754K0.1%+49.3%0.017%
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4/28/2026 PUREfi Wealth LLC36,775$1.84M1.2%+16.3%0.041%
4/28/2026 B.O.S.S. Retirement Advisors LLC5,186$260K0.1%N/A0.006%
4/28/2026 Koshinski Asset Management Inc.9,146$458K0.0%+2.3%0.010%
4/28/2026 Meramec Financial Planners LLC1,013$51K0.0%N/A0.001%
4/27/2026 Private Advisor Group LLC50,068$2.51M0.0%+10.7%0.055%
4/24/2026 Essex Financial Services Inc.77,743$3.90M0.2%+1.4%0.086%
4/24/2026 Barnes Pettey Financial Advisors LLC83,419$4.18M1.8%+473.6%0.092%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.174,305$8.74M1.3%+13.8%0.192%
4/23/2026 KOM Wealth Management Group LLC18,770$941K0.6%+15.4%0.021%
4/23/2026 Salus Financial Advisors LLC206,806$10.37M6.0%+11.9%0.228%
4/22/2026 Janney Montgomery Scott LLC164,739$8.26M0.0%+3.0%0.182%
4/22/2026 Onyx Bridge Wealth Group LLC6,683$335K0.0%-61.0%0.007%
4/22/2026 Traveka Wealth LLC24,561$1.23M0.5%-23.2%0.027%
4/22/2026 Meridian Financial Advisors LLC15,703$787K0.4%-9.3%0.017%
4/21/2026 Sugar Maple Asset Management LLC18,320$918K0.6%+13.6%0.020%
4/21/2026 Wealth Effects LLC21,643$1.09M0.4%+25.9%0.024%
4/21/2026 First United Bank & Trust11,176$560K0.2%+217.0%0.012%
4/21/2026 Unique Wealth LLC397,856$19.94M2.8%-11.1%0.438%
4/21/2026 Fairvoy Private Wealth LLC27,996$1.40M0.3%-4.3%0.031%
4/20/2026 Kestra Private Wealth Services LLC111,648$5.60M0.1%-7.8%0.123%
4/20/2026 KFA Private Wealth Group LLC1,050,372$52.65M12.6%+7.5%1.157%
4/20/2026 RFG Advisory LLC663,672$33.26M0.6%+24.3%0.731%
4/18/2026 CENTRAL TRUST Co112,371$5.63M0.1%-0.3%0.124%
4/17/2026 Certified Advisory Corp48,463$2.43M0.2%+21.6%0.053%
4/17/2026 Forbes Financial Planning Inc.24,222$1.21M0.7%-2.3%0.027%
4/17/2026 Worth Asset Management LLC29,768$1.49M0.6%N/A0.033%
4/17/2026 Stonebridge Financial Group LLC MO42,193$2.12M1.8%+7.1%0.046%
4/16/2026 Quotient Wealth Partners LLC71,561$3.59M0.1%+24.9%0.079%
4/16/2026 Baron Wealth Management LLC4,123$207K0.1%N/A0.005%
4/15/2026 Nations Financial Group Inc. IA ADV516,531$25.89M1.3%+17.0%0.569%
3/17/2026 Rockefeller Capital Management L.P.8,615$472K0.0%+50.3%0.009%
3/4/2026 SHP Wealth Management3,380$185K0.0%N/A0.004%
3/4/2026 Keenan LLC203,000$11.13M9.8%N/A0.224%
3/2/2026 Clearwave Capital LLC48,484$2.66M2.0%N/A0.053%
2/27/2026 Arwa LLC175,006$9.60M5.6%N/A0.193%
2/23/2026 Beaird Harris Wealth Management LLC4,831$265K0.0%N/A0.005%
2/23/2026 MV Capital Management Inc.204,323$11.21M1.1%N/A0.225%
2/20/2026 Sunbelt Securities Inc.28,852$1.58M0.1%-10.4%0.032%
2/18/2026 Onyx Bridge Wealth Group LLC17,138$940K0.1%-1.4%0.019%
2/18/2026 NewEdge Advisors LLC12,928$709K0.0%+11.7%0.014%
2/18/2026 Empowered Funds LLC29,477$1.62M0.0%N/A0.032%
2/18/2026 Prostatis Group LLC7,347$403K0.1%+30.1%0.008%
2/18/2026 Align Financial LLC15,415,866$845.41M3.8%N/A16.987%
2/17/2026 AQR Capital Management LLC9,152$502K0.0%N/A0.010%
2/17/2026 Cetera Investment Advisers1,133,158$62.14M0.1%+29.0%1.249%
2/17/2026 Trexquant Investment LP3,794$208K0.0%-20.9%0.004%
2/17/2026 FIL Ltd1,046,353$57.38M0.0%N/A1.153%
2/17/2026 Osaic Holdings Inc.62,574$3.43M0.0%+2.5%0.069%
2/17/2026 Captrust Financial Advisors74,427$4.08M0.0%+7.4%0.082%
2/17/2026 &PARTNERS277,421$15.11M0.1%+0.5%0.306%
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2/17/2026 Royal Bank of Canada1,112$61K0.0%+104.0%0.001%
2/16/2026 MML Investors Services LLC1,179,739$64.70M0.2%+4.8%1.300%
2/16/2026 Mariner LLC169,551$9.30M0.0%-7.6%0.187%
2/16/2026 Focus Partners Wealth616,173$33.79M0.0%+5.8%0.679%
2/16/2026 Arax Advisory Partners638$35K0.0%N/A0.001%
2/16/2026 17 Capital Partners LLC22,359$1.23M0.6%+41.7%0.025%
2/16/2026 Aptus Capital Advisors LLC35,151$1.93M0.0%N/A0.039%
2/13/2026 Kestra Advisory Services LLC220,794$12.11M0.0%+26.5%0.243%
2/13/2026 Stifel Financial Corp121,744$6.68M0.0%+1.4%0.134%
2/13/2026 Morgan Stanley1,373,800$75.34M0.0%+11.5%1.514%


FBCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 273 institutional investors and hedge funds held shares of Fidelity Blue Chip Growth ETF. The most heavily invested institutionals were FMR LLC ($908.99M), Align Financial LLC ($845.41M), JPMorgan Chase & Co. ($535.24M), Dynasty Wealth Management LLC ($408.13M), Sagespring Wealth Partners LLC ($393.10M), Commonwealth Equity Services LLC ($152.29M), and Thrivent Financial for Lutherans ($79.98M).Learn more on Fidelity Blue Chip Growth ETF's institutional investors.

Of the 261 institutional investors that purchased Fidelity Blue Chip Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($19.63M), Align Financial LLC ($15.42M), Dynasty Wealth Management LLC ($8.61M), JPMorgan Chase & Co. ($7.53M), Sagespring Wealth Partners LLC ($7.18M), Thrivent Financial for Lutherans ($5.74M), and Northwestern Mutual Wealth Management Co. ($1.89M).

Institutional investors have bought a total of 38,499,504 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Of the 89 institutional investors that sold Fidelity Blue Chip Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thrivent Financial for Lutherans ($1.30M), Creative Planning ($1.01M), Jane Street Group LLC ($519.32K), JPMorgan Chase & Co. ($446.14K), Two Sigma Investments LP ($444.10K), Capital Analysts LLC ($188.12K), and Wealth Enhancement Advisory Services LLC ($164.93K).

Institutional investors have sold a total of 5,268,651 shares in the last 24 months. This volume of shares sold represents approximately $270.54M in transactions.



This page (BATS:FBCG) was last updated on 6/15/2026 by MarketBeat.com Staff.
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