FBCG
Fidelity Blue Chip Growth ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow +2.4% ·
net new positions -2.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -1 | 46.88M | $2.90B | +4 | −5 |
| Q1 2026 | 45 | +3 | 48.18M | $2.39B | +6 | −3 |
| Q4 2025 | 42 | -1 | 45.29M | $2.48B | +1 | −2 |
| Q3 2025 | 7 | 0 | 38.83M | $2.08B | +1 | −1 |
| Q2 2025 | 5 | 0 | 21.24M | $1.02B | +1 | −1 |
| Q1 2025 | 3 | 0 | 549.03K | $21.95M | +1 | −1 |
| Q4 2024 | 3 | 0 | 494.22K | $22.86M | +1 | −1 |
| Q3 2024 | 3 | +1 | 295.21K | $12.62M | +3 | −2 |
| Q2 2024 | 2 | — | 53.92K | $2.29M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 18.63M | -5.8% | $1.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 18.63M | -5.8% | $1.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 8.91M | -0.9% | $545.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 8.91M | -0.9% | $545.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 8.91M | -0.9% | $545.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 8.91M | -0.9% | $545.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 8.91M | -0.9% | $545.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 2.91M | +0.3% | $180.77M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 2.86M | +7.0% | $177.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.82M | +15.5% | $112.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.82M | +15.5% | $112.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.82M | +15.5% | $112.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Cetera Investment Advisers | 1.65M | +15.5% | $102.69M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.62M | +3.3% | $100.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.62M | +3.3% | $100.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.62M | +3.3% | $100.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.30M | +15.4% | $80.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.30M | +15.4% | $80.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 1.25M | +22.6% | $77.85M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 934.43K | +43.8% | $58.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 934.43K | +43.8% | $58.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 859.30K | +5.8% | $53.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 844.82K | +2.3% | $52.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 844.82K | +2.3% | $52.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | LPL Financial LLC | 709.07K | +169.4% | $44.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 702.91K | +9.9% | $43.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 331.12K | +43.4% | $19.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 302.40K | -6.5% | $18.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 253.81K | +208.0% | $15.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 222.76K | +634.5% | $13.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 222.76K | +634.5% | $13.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 156.51K | +27.1% | $9.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 156.51K | +27.1% | $9.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | FIL Ltd | 93.08K | -13.7% | $5.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 88.03K | +102.6% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 88.03K | +102.6% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 77.65K | +96.3% | $4.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Creative Planning | 76.64K | -4.6% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Captrust Financial Advisors | 65.08K | -12.5% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Raymond James Financial Inc | 61.49K | -5.1% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 61.49K | -5.1% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 28.81K | +183.1% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 19.58K | -33.3% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 15.71K | +136.8% | $975,971 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 14.85K | -0.9% | $922,476 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Cerity Partners LLC | 13.13K | -12.4% | $816,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mariner, LLC | 11.27K | -93.0% | $699,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Mariner, LLC | 11.27K | -93.0% | $699,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Fisher Asset Management ✦ | 10.23K | New | $635,178 | 0.0% | New | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 8.41K | +73.3% | $522,221 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Lido Advisors, LLC | 6.86K | -3.1% | $426,173 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Corient Private Wealth LP | 5.86K | -66.5% | $364,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 4.83K | New | $299,867 | 0.0% | New | 1 | SEC ↗ |
| 54 | Boston Partners | 4.45K | New | $276,565 | 0.0% | New | 1 | SEC ↗ |
| 55 | Truist Financial Corp | 3.46K | -30.9% | $214,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Us Bancorp \De\ | 2.79K | New | $173,597 | 0.0% | New | 1 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 2.42K | +9.8% | $150,182 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 2.42K | +9.8% | $150,182 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | BlackRock ✦ (passive) | 1.50K | 0.0% | $93,165 | 0.0% | Held | 5 | SEC ↗ |
| 60 | Royal Bank Of Canada | 117 | -95.2% | $7,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 50 | -50.0% | $3,120 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $635,178 | 0.0% |
| Quantinno Capital Management… | $299,867 | 0.0% |
| Boston Partners | $276,565 | 0.0% |
| Us Bancorp \De\ | $173,597 | 0.0% |
Exited
| Qube Research & Technologies… | $1.40M | was 0.0% |
| Goldman Sachs Group | $461,806 | was 0.0% |
| Cibc World Market Inc. | $248,044 | was 0.0% |
| Citigroup Inc | $50,972 | was 0.0% |
| Russell Investments Group… | $5,263 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 264 holders, 72.25M shares, $3.53B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.