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Fidelity Blue Chip Growth ETF (FBCG) Institutional Ownership

Fidelity Blue Chip Growth ETF logo
$61.20 -0.64 (-1.03%)
As of 04:10 PM Eastern

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)
$1.80B
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$168.77M
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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
9/9/2026 Capital Analysts LLC578,034$35.90M0.8%+26.8%0.637%
9/9/2026 RFG Advisory LLC633,474$39.35M0.6%-4.6%0.698%
9/9/2026 NewEdge Advisors LLC15,180$943K0.0%+23.3%0.017%
9/9/2026 IFP Advisors Inc86,836$5.39M0.1%-1.4%0.096%
9/9/2026 Centerline Wealth Advisors LLC411,896$25.58M8.0%-6.7%0.454%
9/8/2026 Waverly Advisors LLC3,813$237K0.0%N/A0.004%
8/27/2026 Corient Private Wealth LP5,852$363K0.0%-66.6%0.006%
8/23/2026 Ameritas Advisory Services LLC4,914$305K0.0%N/A0.005%
8/23/2026 Kintra Wealth LLC34,303$2.17M0.1%N/A0.038%
8/23/2026 POM Investment Strategies LLC20,716$1.29M1.5%+107.6%0.023%
8/23/2026 SFG Wealth Management LLC.11,647$723K0.3%N/A0.013%
8/23/2026 Unique Wealth LLC399,413$24.81M2.9%+0.4%0.440%
8/22/2026 Succession Financial Inc.3,386$210K0.2%N/A0.004%
8/22/2026 Old Mission Investment Co LLC5,673$352K0.1%N/A0.006%
8/22/2026 Montgomery Financial Services LLC604$38K0.0%N/A0.001%
8/22/2026 Elevation Wealth Management LLC13,010$808K0.6%+10.9%0.014%
8/22/2026 SMART Wealth LLC79,452$4.94M1.1%N/A0.088%
7/10/2026 Investors Research Corp619$38K0.0%N/A0.001%
7/10/2026 Canvas Wealth Advisors LLC15,598$969K0.1%+3.7%0.017%
7/10/2026 Redhawk Wealth Advisors Inc.201,662$12.53M1.2%N/A0.222%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,960$246K0.0%N/A0.004%
7/9/2026 Centurion Wealth Management LLC33,161$2.06M0.5%-1.5%0.037%
7/9/2026 Wealthcare Capital Partners LLC8,022$498K0.2%+7.0%0.009%
7/9/2026 Sax Wealth Advisors LLC193,373$12.01M0.4%+3.1%0.213%
7/9/2026 Worth Asset Management LLC23,474$1.46M0.5%-21.1%0.026%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.730$45K0.0%+265.0%0.001%
7/8/2026 First Heartland Consultants Inc.117,618$7.31M0.5%+2.3%0.130%
7/8/2026 Midwest Financial Network LLC7,593$472K0.3%N/A0.008%
7/6/2026 Hobart Private Capital LLC26,662$1.66M0.3%+3.1%0.029%
7/2/2026 Cedar Mountain Advisors LLC8,832$549K0.1%N/A0.010%
7/1/2026 Roxbury Financial LLC82,001$5.09M4.0%+0.8%0.090%
6/18/2026 Western Wealth Management LLC20,485$1.03M0.0%N/A0.023%
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%
5/18/2026Sunbelt Securities Inc.33,155$1.66M0.1%+14.9%0.037%
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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%
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%
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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%


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), 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 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 33,019,373 shares in the last 24 months. This purchase volume represents approximately $1.80B 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 3,131,004 shares in the last 24 months. This volume of shares sold represents approximately $168.77M in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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