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Fidelity Blue Chip Growth ETF (FBCG) Institutional Ownership

Fidelity Blue Chip Growth ETF logo
$63.97 +0.57 (+0.90%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
210
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$168.49M
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FBCG Institutional Buying and Selling by Quarter

Fidelity Blue Chip Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Stonebridge Financial Group LLC4,839$306K0.0%N/A0.005%
9/23/2026Envestnet Portfolio Solutions Inc.35,381$2.20M0.0%+26.4%0.039%
9/23/2026Envestnet Asset Management Inc.2,859,109$177.58M0.0%+7.0%3.151%
9/9/2026Capital Analysts LLC578,034$35.90M0.8%+26.8%0.637%
9/9/2026RFG Advisory LLC633,474$39.35M0.6%-4.6%0.698%
9/9/2026NewEdge Advisors LLC15,180$943K0.0%+23.3%0.017%
9/9/2026IFP Advisors Inc86,836$5.39M0.1%-1.4%0.096%
9/9/2026Centerline Wealth Advisors LLC411,896$25.58M8.0%-6.7%0.454%
9/8/2026Waverly Advisors LLC3,813$237K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP5,852$363K0.0%-66.6%0.006%
8/23/2026Ameritas Advisory Services LLC4,914$305K0.0%N/A0.005%
8/23/2026Kintra Wealth LLC34,303$2.17M0.1%N/A0.038%
8/23/2026POM Investment Strategies LLC20,716$1.29M1.5%+107.6%0.023%
8/23/2026SFG Wealth Management LLC.11,647$723K0.3%N/A0.013%
8/23/2026Unique Wealth LLC399,413$24.81M2.9%+0.4%0.440%
8/22/2026Succession Financial Inc.3,386$210K0.2%N/A0.004%
8/22/2026Old Mission Investment Co LLC5,673$352K0.1%N/A0.006%
8/22/2026Montgomery Financial Services LLC604$38K0.0%N/A0.001%
8/22/2026Elevation Wealth Management LLC13,010$808K0.6%+10.9%0.014%
8/22/2026SMART Wealth LLC79,452$4.94M1.1%N/A0.088%
7/10/2026Investors Research Corp619$38K0.0%N/A0.001%
7/10/2026Canvas Wealth Advisors LLC15,598$969K0.1%+3.7%0.017%
7/10/2026Redhawk Wealth Advisors Inc.201,662$12.53M1.2%N/A0.222%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,960$246K0.0%N/A0.004%
7/9/2026Centurion Wealth Management LLC33,161$2.06M0.5%-1.5%0.037%
7/9/2026Wealthcare Capital Partners LLC8,022$498K0.2%+7.0%0.009%
7/9/2026Sax Wealth Advisors LLC193,373$12.01M0.4%+3.1%0.213%
7/9/2026Worth Asset Management LLC23,474$1.46M0.5%-21.1%0.026%
7/8/2026Thurston Springer Miller Herd & Titak Inc.730$45K0.0%+265.0%0.001%
7/8/2026First Heartland Consultants Inc.117,618$7.31M0.5%+2.3%0.130%
7/8/2026Midwest Financial Network LLC7,593$472K0.3%N/A0.008%
7/6/2026Hobart Private Capital LLC26,662$1.66M0.3%+3.1%0.029%
7/2/2026Cedar Mountain Advisors LLC8,832$549K0.1%N/A0.010%
7/1/2026 Roxbury Financial LLC82,001$5.09M4.0%+0.8%0.090%
6/18/2026Western Wealth Management LLC20,485$1.03M0.0%N/A0.023%
6/3/2026NewEdge Advisors LLC12,311$617K0.0%-4.8%0.014%
5/27/2026Allen Capital Group LLC30,280$1.52M0.1%-1.1%0.033%
5/21/2026Vestor Capital LLC3,681$185K0.0%-90.4%0.004%
5/19/2026Western Wealth Management LLC20,485$1.03M0.0%N/A0.023%
5/19/2026NewEdge Advisors LLC12,311$617K0.0%-4.8%0.014%
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5/19/2026Bank of America Corp DE1,565,451$78.46M0.0%-0.1%1.725%
5/19/2026Arkadios Wealth Advisors318,685$15.97M0.3%+24.6%0.351%
5/18/2026Sunbelt Securities Inc.33,155$1.66M0.1%+14.9%0.037%
5/18/2026Royal Bank of Canada2,433$122K0.0%+118.8%0.003%
5/18/2026Empowered Funds LLC27,423$1.37M0.0%-7.0%0.030%
5/15/2026Bradley Foster & Sargent Inc. CT28,620$1.43M0.0%-3.0%0.032%
5/14/2026CLG LLC199,954$10.02M2.5%+5.5%0.220%
5/14/2026Lido Advisors LLC7,084$355K0.0%N/A0.008%
5/13/2026Cetera Investment Advisers1,431,942$71.77M0.1%+26.4%1.578%
5/8/2026PNC Financial Services Group Inc.650,024$32.58M0.0%+16.1%0.716%
5/7/2026Florida Financial Advisors LLC10,080$505K0.1%+46.3%0.011%
5/6/2026Cornerstone Planning Group LLC23,532$1.18M0.2%+148.8%0.026%
5/6/2026Fiscal Wisdom Wealth Management LLC5,849$293K0.3%+6.7%0.006%
5/6/2026Independent Financial Group LLC41,730$2.09M0.1%N/A0.046%
5/6/2026Advantage Trust Co234,419$11.75M5.3%+8.7%0.258%
5/6/2026Dahring Cusmano LLC136,702$6.85M4.2%+8.8%0.151%
5/6/2026Gaddis Premier Wealth Advisors LLC25,478$1.28M0.9%+10.4%0.028%
5/5/2026D.A. Davidson & CO.142,683$7.15M0.0%+108.9%0.157%
5/5/2026Bank of New York Mellon Corp43,442$2.18M0.0%-24.4%0.048%
5/5/2026Milestone Investment Advisors LLC40,586$2.03M0.5%+28.5%0.045%
5/5/2026Geneos Wealth Management Inc.10,107$507K0.0%+369.0%0.011%
5/5/2026Sigma Planning Corp124,060$6.22M0.2%+5.1%0.137%
5/5/2026Adell Harriman & Carpenter Inc.41,756$2.09M0.1%+2.4%0.046%
5/4/2026HBW Advisory Services LLC5,977$300K0.0%N/A0.007%
5/2/2026International Assets Investment Management LLC15,542$792K0.0%-6.7%0.017%
5/2/2026Castleview Partners LLC9,330$468K0.2%+58.8%0.010%
5/1/2026Fifth Third Bancorp4,851$243K0.0%N/A0.005%
5/1/2026Sovran Advisors LLC108,741$5.45M0.4%-3.1%0.120%
5/1/2026Sachetta LLC22,698$1.14M0.6%-1.7%0.025%
4/30/2026Kestra Advisory Services LLC281,594$14.11M0.1%+27.5%0.310%
4/30/2026Money Concepts Capital Corp28,164$1.41M0.1%+67.3%0.031%
4/30/2026Base Wealth Management LLC5,376$269K0.2%+31.5%0.006%
4/29/2026Childress Capital Advisors LLC39,905$2M0.4%-44.0%0.044%
4/29/2026Clearwave Capital LLC52,768$2.65M1.8%+8.8%0.058%
4/29/2026Canvas Wealth Advisors LLC15,044$754K0.1%+49.3%0.017%
4/28/2026PUREfi Wealth LLC36,775$1.84M1.2%+16.3%0.041%
4/28/2026B.O.S.S. Retirement Advisors LLC5,186$260K0.1%N/A0.006%
4/28/2026Koshinski Asset Management Inc.9,146$458K0.0%+2.3%0.010%
4/28/2026Meramec Financial Planners LLC1,013$51K0.0%N/A0.001%
4/27/2026Private Advisor Group LLC50,068$2.51M0.0%+10.7%0.055%
4/24/2026Essex Financial Services Inc.77,743$3.90M0.2%+1.4%0.086%
4/24/2026Barnes Pettey Financial Advisors LLC83,419$4.18M1.8%+473.6%0.092%
4/24/2026Mitchell Mcleod Pugh & Williams Inc.174,305$8.74M1.3%+13.8%0.192%
4/23/2026KOM Wealth Management Group LLC18,770$941K0.6%+15.4%0.021%
4/23/2026Salus Financial Advisors LLC206,806$10.37M6.0%+11.9%0.228%
4/22/2026Janney Montgomery Scott LLC164,739$8.26M0.0%+3.0%0.182%
4/22/2026Onyx Bridge Wealth Group LLC6,683$335K0.0%-61.0%0.007%
4/22/2026Traveka Wealth LLC24,561$1.23M0.5%-23.2%0.027%
4/22/2026Meridian Financial Advisors LLC15,703$787K0.4%-9.3%0.017%
4/21/2026Sugar Maple Asset Management LLC18,320$918K0.6%+13.6%0.020%
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4/21/2026Wealth Effects LLC21,643$1.09M0.4%+25.9%0.024%
4/21/2026First United Bank & Trust11,176$560K0.2%+217.0%0.012%
4/21/2026Unique Wealth LLC397,856$19.94M2.8%-11.1%0.438%
4/21/2026Fairvoy Private Wealth LLC27,996$1.40M0.3%-4.3%0.031%
4/20/2026Kestra Private Wealth Services LLC111,648$5.60M0.1%-7.8%0.123%
4/20/2026KFA Private Wealth Group LLC1,050,372$52.65M12.6%+7.5%1.157%
4/20/2026RFG Advisory LLC663,672$33.26M0.6%+24.3%0.731%
4/18/2026CENTRAL TRUST Co112,371$5.63M0.1%-0.3%0.124%
4/17/2026Certified Advisory Corp48,463$2.43M0.2%+21.6%0.053%
4/17/2026Forbes Financial Planning Inc.24,222$1.21M0.7%-2.3%0.027%


FBCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 282 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), Envestnet Asset Management Inc. ($177.58M), and Commonwealth Equity Services LLC ($152.29M).Learn more on Fidelity Blue Chip Growth ETF's institutional investors.

Of the 267 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 ($5.64M), and Northwestern Mutual Wealth Management Co. ($1.86M).

Institutional investors have bought a total of 33,218,775 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

Of the 76 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), Two Sigma Investments LP ($444.10K), Capital Analysts LLC ($188.12K), Creative Planning ($121.81K), Commonwealth Equity Services LLC ($115.56K), UBS Group AG ($88.65K), and Goodwin Investment Advisory ($84.38K).

Institutional investors have sold a total of 3,125,774 shares in the last 24 months. This volume of shares sold represents approximately $168.49M in transactions.


Related Companies

Institutional ownership data for BATS:FBCG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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