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Fidelity Blue Chip Growth ETF (FBCG) Institutional Ownership

Fidelity Blue Chip Growth ETF logo
$49.18 +3.33 (+7.27%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$49.30 +0.12 (+0.24%)
As of 08/1/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$2.47B
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$100.61M
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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
8/1/2025Schmidt P J Investment Management Inc.17,744$856K0.1%+219.6%0.020%
8/1/2025Envestnet Asset Management Inc.723,997$34.93M0.0%+25.4%0.798%
7/31/2025 Hobart Private Capital LLC13,683$660K0.1%-26.3%0.015%
7/31/2025 MN Wealth Advisors LLC75,087$3.62M2.1%+7.1%0.083%
7/31/2025 FSM Wealth Advisors LLC11,189$540K0.1%N/A0.012%
7/30/2025 Onyx Bridge Wealth Group LLC71,547$3.45M0.5%+58.0%0.079%
7/30/2025 Advantage Trust Co179,751$8.67M4.3%+7.6%0.198%
7/30/2025 BG Investment Services Inc.151,318$7.35M9.2%+9.6%0.167%
7/30/2025 Canvas Wealth Advisors LLC10,426$524K0.1%+5.0%0.011%
7/29/2025 Sowa Financial Group Inc.550,146$26.54M16.6%+15.3%0.606%
7/29/2025 Salus Financial Advisors LLC216,821$10.46M7.0%+23.7%0.239%
7/29/2025 International Assets Investment Management LLC14,337$692K0.0%+16.8%0.016%
7/29/2025 Quotient Wealth Partners LLC48,937$2.36M0.1%+12.9%0.054%
7/29/2025 AssuredPartners Investment Advisors LLC406,951$19.63M4.8%-5.4%0.448%
7/29/2025 Harbor Asset Planning Inc.2,729$132K0.1%N/A0.003%
7/28/2025 Variant Private Wealth LLC103,467$4.99M5.2%+0.7%0.114%
7/28/2025 Mutual Advisors LLC43,461$2.17M0.1%+3.6%0.048%
7/28/2025 Harbour Investments Inc.61,195$2.95M0.1%+6.8%0.067%
7/28/2025 Mitchell Mcleod Pugh & Williams Inc.110,479$5.33M1.0%+21.8%0.122%
7/28/2025 Sagespring Wealth Partners LLC6,228,360$300.46M2.7%+0.6%6.863%
7/28/2025 RFG Advisory LLC239,964$11.58M0.3%N/A0.264%
7/25/2025 Northwest Capital Management Inc1,068$52K0.0%N/A0.001%
7/25/2025 Atria Wealth Solutions Inc.6,090$294K0.0%-90.4%0.007%
7/25/2025 CWM LLC851,538$41.08M0.1%+19.1%0.938%
7/24/2025 KFA Private Wealth Group LLC848,456$40.93M12.7%+1.4%0.935%
7/24/2025 Accredited Investor Services LLC439,551$21.20M16.0%+2.9%0.484%
7/24/2025 Cyndeo Wealth Partners LLC119,094$5.75M0.3%+1.1%0.131%
7/24/2025 IFP Advisors Inc28,846$1.39M0.0%-27.2%0.032%
7/23/2025 Clear Creek Financial Management LLC55,733$2.69M0.3%+11.1%0.061%
7/23/2025 Sax Wealth Advisors LLC106,797$5.15M0.3%+28.2%0.118%
7/23/2025 Sachetta LLC25,493$1.23M0.5%-5.4%0.028%
7/23/2025 Elm3 Financial Group LLC11,623$561K0.5%+5.6%0.013%
7/22/2025 PUREfi Wealth LLC31,639$1.53M1.2%+75.2%0.035%
7/22/2025 Beacon Financial Advisory LLC11,300$545K0.1%N/A0.012%
7/22/2025 Wealthcare Advisory Partners LLC7,504$362K0.0%+6.4%0.008%
7/21/2025 Fairvoy Private Wealth LLC30,347$1.46M0.4%-9.4%0.033%
7/21/2025 Ameritas Advisory Services LLC4,446$214K0.0%N/A0.005%
7/18/2025 Childress Capital Advisors LLC82,590$3.98M1.0%+20.6%0.091%
7/17/2025 Janney Montgomery Scott LLC158,537$7.65M0.0%-1.5%0.175%
7/17/2025 Fifth Third Securities Inc.13,646$658K0.0%+17.4%0.015%
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7/17/2025 San Luis Wealth Advisors LLC10,878$525K0.1%+18.3%0.012%
7/16/2025 Kerntke Otto McGlone Wealth Management Group12,668$611K0.5%+16.0%0.014%
7/16/2025 Essex Financial Services Inc.76,357$3.68M0.2%-21.6%0.084%
7/16/2025 Castleview Partners LLC8,961$432K0.3%N/A0.010%
7/16/2025 Meridian Financial LLC17,379$838K0.5%-3.6%0.019%
7/15/2025 Avaii Wealth Management LLC20,021$966K0.4%+35.6%0.022%
7/15/2025 Centerline Wealth Advisors LLC459,691$22.18M10.9%+18.9%0.507%
7/15/2025 Wealth Effects LLC9,761$471K0.2%-3.0%0.011%
7/15/2025 Bfsg LLC127,860$6.17M0.7%+3.4%0.141%
7/14/2025 CRA Financial Services LLC52,896$2.55M0.4%+19.9%0.058%
7/14/2025 Sentinel Pension Advisors LLC16,621$802K0.1%+3.4%0.018%
7/14/2025 Sowell Financial Services LLC157,832$7.61M0.3%N/A0.174%
7/10/2025 Worth Asset Management LLC4,301$207K0.1%-39.9%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC69,162$3.37M0.0%-70.5%0.076%
7/10/2025 Sovran Advisors LLC103,044$4.97M0.5%+21.4%0.114%
7/9/2025 Keystone Wealth Services LLC94,383$4.55M1.1%+4.7%0.104%
7/7/2025 Roxbury Financial LLC90,514$4.37M4.3%+3.4%0.100%
7/7/2025 Centurion Wealth Management LLC36,848$1.78M0.5%+3.8%0.041%
7/2/2025 Dentgroup LLC68,529$3.31M2.3%+157.0%0.076%
5/22/2025Rollins Financial Advisors LLC82,886$3.31M0.6%+11.5%0.092%
5/21/2025Schmidt P J Investment Management Inc.5,552$222K0.0%+19.8%0.006%
5/20/2025Focus Partners Wealth522,210$20.87M0.1%+10.5%0.578%
5/19/2025Jane Street Group LLC526,249$21.03M0.0%N/A0.582%
5/16/2025Jones Financial Companies Lllp8,686$347K0.0%-58.5%0.010%
5/16/2025NewEdge Advisors LLC23,034$921K0.0%-8.9%0.026%
5/15/2025Trexquant Investment LP7,503$300K0.0%+59.1%0.008%
5/14/2025Per Stirling Capital Management LLC.138,201$5.52M0.8%-30.5%0.154%
5/14/2025PKS Advisory Services LLC109,700$4.39M1.3%+0.5%0.122%
5/14/2025WCG Wealth Advisors LLC44,827$1.79M0.1%-2.8%0.050%
5/14/2025Jane Street Group LLC526,249$21.03M0.0%N/A0.586%
5/14/2025Broadleaf Partners LLC118,759$4.75M1.2%-3.0%0.132%
5/14/2025Northwestern Mutual Wealth Management Co.512,913$20.50M0.0%+10.6%0.571%
5/14/2025 Sax Wealth Advisors LLC83,273$3.33M0.2%+85.6%0.093%
5/14/2025Kestra Advisory Services LLC178,660$7.14M0.0%-3.5%0.199%
5/14/2025Capital Analysts LLC195,935$7.83M0.3%+137.0%0.218%
5/13/2025Elequin Capital LP31,843$1.27M0.2%N/A0.035%
5/13/202517 Capital Partners LLC11,546$461K0.3%+4.8%0.013%
5/13/2025Menora Mivtachim Holdings LTD.69,450$2.78M0.0%N/A0.077%
5/13/2025Nations Financial Group Inc. IA ADV308,628$12.34M0.9%+17.3%0.344%
5/13/2025Dagco Inc.1,879$75K0.0%N/A0.002%
5/13/2025Russell Investments Group Ltd.1,610$64K0.0%N/A0.002%
5/13/2025HighTower Advisors LLC491,162$19.63M0.0%+169.5%0.547%
5/12/2025JPMorgan Chase & Co.9,685,217$387.12M0.0%+16.2%10.785%
5/9/2025Clear Investment Research LLC21,774$870K1.2%+9.8%0.024%
5/9/2025 Atria Wealth Solutions Inc.63,270$2.53M0.0%-1.6%0.070%
5/9/2025Cary Street Partners Financial LLC35,664$1.43M0.0%+13.5%0.040%
5/9/2025Commonwealth Equity Services LLC2,662,363$106.42M0.2%+19.2%2.965%
5/9/2025Liberty Wealth Management LLC42,625$1.70M0.0%+290.1%0.047%
5/9/2025PNC Financial Services Group Inc.99,134$3.96M0.0%+50.9%0.110%
5/8/2025Certified Advisory Corp25,658$1.03M0.1%+4.3%0.029%
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A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materials critical for AI chips, EV batteries, smartphones, and advanced weapons systems. While few people know about these metals, global powers—including the U.S., China, and Russia—are racing to secure them. And one tiny public company, recently backed by the U.S. government, holds mining rights to over 340 million tons… and near-monopoly access to the richest zone.

See the name and ticker behind America’s $16 trillion resource push.
5/8/2025 Harbour Investments Inc.57,320$2.29M0.1%+136.4%0.064%
5/7/2025 KFA Private Wealth Group LLC836,341$33.43M11.7%-1.6%0.931%
5/7/2025 Advantage Trust Co167,067$6.68M4.0%+34.6%0.186%
5/7/2025First Heartland Consultants Inc.170,913$6.83M0.7%+16.1%0.190%
5/6/2025Cetera Investment Advisers379,159$15.16M0.0%+22.4%0.422%
5/6/2025Avantax Advisory Services Inc.337,245$13.48M0.1%+43.4%0.376%
5/6/2025 BG Investment Services Inc.138,113$5.51M5.9%+96.9%0.154%
5/6/2025 Elm3 Financial Group LLC11,009$440K0.4%+107.8%0.012%
5/6/2025AE Wealth Management LLC1,460$58K0.0%-98.4%0.002%
5/6/2025Goodwin Investment Advisory641,680$25.65M39.8%-61.8%0.715%
(Data available from 1/1/2016 forward)

FBCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBCG shares?

During the previous two years, 194 institutional investors and hedge funds held shares of Fidelity Blue Chip Growth ETF. The most heavily invested institutionals were FMR LLC ($908.99M), JPMorgan Chase & Co. ($387.12M), Sagespring Wealth Partners LLC ($300.46M), Dynasty Wealth Management LLC ($266.99M), Commonwealth Equity Services LLC ($106.42M), Thrivent Financial for Lutherans ($91.04M), and MML Investors Services LLC ($51.63M).Learn more on Fidelity Blue Chip Growth ETF's institutional investors.

Which institutional investors have been buying Fidelity Blue Chip Growth ETF's stock?

Of the 185 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), JPMorgan Chase & Co. ($8.73M), Dynasty Wealth Management LLC ($6.68M), Sagespring Wealth Partners LLC ($6.23M), Commonwealth Equity Services LLC ($2.25M), Thrivent Financial for Lutherans ($1.80M), and Jane Street Group LLC ($1.05M).

How much institutional buying is happening at Fidelity Blue Chip Growth ETF?

Institutional investors have bought a total of 54,315,571 shares in the last 24 months. This purchase volume represents approximately $2.47B in transactions.

Which of Fidelity Blue Chip Growth ETF's major shareholders have been selling company stock?

Of the 52 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: Goodwin Investment Advisory ($1.13M), MML Investors Services LLC ($250.86K), Wealth Enhancement Advisory Services LLC ($164.93K), Kestra Private Wealth Services LLC ($107.08K), AE Wealth Management LLC ($89.95K), Traynor Capital Management Inc. ($61.04K), and Per Stirling Capital Management LLC. ($60.70K).

How much institutional selling is happening at Fidelity Blue Chip Growth ETF?

Institutional investors have sold a total of 2,383,789 shares in the last 24 months. This volume of shares sold represents approximately $100.61M in transactions.



This page (BATS:FBCG) was last updated on 8/2/2025 by MarketBeat.com Staff
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