FBCG Institutional Ownership
Fidelity Blue Chip Growth ETF
1W: +0.3%
1M: +4.3%
3M: +3.5%
YTD: +16.4%
1Y: +19.1%
3Y: +123.8%
5Y: +87.8%
$63.97
+0.57 (+0.90%)
Weekly Expected Move ±2.1%
$61
$63
$64
$65
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FBCG
335
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
69
New Positions
129
Increased
98
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (355 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 18,629,104 | 1.2B | -1,142,511 | -5.8% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 8,909,063 | $570M | -79,800 | -0.9% | 15Q | SEC ↗ |
| 3 | Dynasty Wealth Management, LLC | 7,054,864 | $451M | -131,540 | -1.8% | 7Q | SEC ↗ |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | 5,514,169 | $353M | -127,875 | -2.3% | 7Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 2,910,411 | $186M | +9,048 | +0.3% | 23Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,859,109 | $183M | +187,169 | +7.0% | 19Q | SEC ↗ |
| 7 | CWM, LLC | 2,412,385 | $154M | +1,342,686 | +125.5% | 10Q | SEC ↗ |
| 8 | MORGAN STANLEY | 1,817,581 | $116M | +243,367 | +15.5% | 23Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 1,653,412 | $106M | +221,470 | +15.5% | 13Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 1,617,479 | $103M | +52,028 | +3.3% | 15Q | SEC ↗ |
| 11 | GR FINANCIAL GROUP, LLC NEW | 1,598,116 | $102M | — | +0.0% | 1Q | SEC ↗ |
| 12 | OneDigital Investment Advisors LLC | 1,566,892 | $100M | +224,538 | +16.7% | 5Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 1,297,797 | $83M | +173,650 | +15.4% | 10Q | SEC ↗ |
| 14 | Storgate, LLC | 1,274,528 | $82M | +662,468 | +108.2% | 3Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 1,253,451 | $80M | +231,093 | +22.6% | 19Q | SEC ↗ |
| 16 | Thrivent Financial for Lutherans NEW | 1,244,016 | $80M | — | +0.0% | 1Q | SEC ↗ |
| 17 | KFA Private Wealth Group, LLC | 1,054,517 | $67M | +4,145 | +0.4% | 10Q | SEC ↗ |
| 18 | PNC Financial Services Group, Inc. | 934,434 | $60M | +284,410 | +43.8% | 9Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 859,302 | $55M | +47,514 | +5.9% | 12Q | SEC ↗ |
| 20 | UBS Group AG | 844,821 | $54M | +18,828 | +2.3% | 20Q | SEC ↗ |
| 21 | Portfolio Strategies, Inc. | 839,835 | $54M | +93,239 | +12.5% | 8Q | SEC ↗ |
| 22 | LPL Financial LLC | 709,073 | $45M | +445,830 | +169.4% | 10Q | SEC ↗ |
| 23 | Focus Partners Wealth | 702,907 | $45M | +63,307 | +9.9% | 7Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 661,409 | $42M | +154,645 | +30.5% | 21Q | SEC ↗ |
| 25 | RFG Advisory, LLC | 633,474 | $41M | -30,198 | -4.6% | 5Q | SEC ↗ |
| 26 | Sowa Financial Group, Inc. | 632,394 | $40M | +30,726 | +5.1% | 9Q | SEC ↗ |
| 27 | Capital Analysts, LLC | 578,034 | $37M | +122,188 | +26.8% | 11Q | SEC ↗ |
| 28 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 553,610 | $35M | +37,079 | +7.2% | 9Q | SEC ↗ |
| 29 | Advyzon Investment Management, LLC | 526,304 | $34M | +101,967 | +24.0% | 2Q | SEC ↗ |
| 30 | ACCREDITED INVESTOR SERVICES, LLC | 467,976 | $30M | -336 | -0.1% | 7Q | SEC ↗ |
| 31 | J.W. COLE ADVISORS, INC. NEW | 460,588 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Clarity Retirement & Wealth, LLC | 456,289 | $29M | +7,545 | +1.7% | 3Q | SEC ↗ |
| 33 | AssuredPartners Investment Advisors, L | 423,883 | $27M | +7,190 | +1.7% | 7Q | SEC ↗ |
| 34 | Centerline Wealth Advisors, LLC | 411,896 | $26M | -29,556 | -6.7% | 7Q | SEC ↗ |
| 35 | UNIQUE WEALTH, LLC | 399,413 | $26M | +1,557 | +0.4% | 8Q | SEC ↗ |
| 36 | Keenan, LLC | 382,839 | $24M | +60,936 | +18.9% | 3Q | SEC ↗ |
| 37 | BG Investment Services, LLC | 360,816 | $23M | +35,456 | +10.9% | 7Q | SEC ↗ |
| 38 | Daybright Advisory Services, Inc. | 339,153 | $22M | +27,100 | +8.7% | 3Q | SEC ↗ |
| 39 | Arkadios Wealth Advisors | 337,332 | $22M | +18,647 | +5.9% | 5Q | SEC ↗ |
| 40 | OpenArc Corporate Advisory, LLC | 331,714 | $21M | +26,302 | +8.6% | 3Q | SEC ↗ |
| 41 | JONES FINANCIAL COMPANIES LLLP | 331,122 | $21M | +100,139 | +43.4% | 7Q | SEC ↗ |
| 42 | MAI Capital Management | 328,599 | $21M | +42,740 | +15.0% | 7Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 302,402 | $19M | -21,070 | -6.5% | 16Q | SEC ↗ |
| 44 | ARWA LLC | 292,114 | $19M | +50,343 | +20.8% | 3Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 282,385 | $18M | +791 | +0.3% | 21Q | SEC ↗ |
| 46 | Copper Harbor Investment Advisors, LLC NEW | 280,205 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Align Financial, LLC | 278,264 | $18M | -1,827 | -0.7% | 3Q | SEC ↗ |
| 48 | GREAT VALLEY ADVISOR GROUP, INC. NEW | 274,340 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 49 | &PARTNERS | 265,078 | $17M | -4,979 | -1.8% | 15Q | SEC ↗ |
| 50 | Advantage Trust Co | 264,719 | $17M | +30,300 | +12.9% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GR FINANCIAL GROUP, LLC | 1,598,116 | $102M |
| Thrivent Financial for Lutherans | 1,244,016 | $80M |
| J.W. COLE ADVISORS, INC. | 460,588 | $29M |
| Copper Harbor Investment Advisors, | 280,205 | $18M |
| GREAT VALLEY ADVISOR GROUP, INC. | 274,340 | $18M |
| Redhawk Wealth Advisors, Inc. | 201,662 | $13M |
| BALDWIN WEALTH PARTNERS LLC/MA | 158,777 | $10M |
| New England Private Wealth Advisors | 117,234 | $7M |
| Gilbert Capital Group, Inc. | 95,420 | $6M |
| SMART Wealth LLC | 79,452 | $5M |
| Arax Advisory Partners | 78,989 | $5M |
| Brookstone Capital Management | 51,101 | $3M |
| COZAD ASSET MANAGEMENT INC | 48,266 | $3M |
| KINTRA WEALTH, LLC | 34,303 | $2M |
| Elevation Capital Advisory, LLC | 21,638 | $1M |
| Delta Investment Management, LLC | 20,268 | $1M |
| Astoria Portfolio Advisors LLC. | 16,694 | $1M |
| Signature Wealth Management Group | 16,449 | $1M |
| Axis Wealth Partners, LLC | 14,516 | $929K |
| CROSSPOINT FINANCIAL, LLC | 14,234 | $911K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Goodwin Investment Advisory | 836,772 | $54M |
| Mirae Asset Global Investments Co., | 79,461 | $5M |
| M Holdings Securities, Inc. | 73,177 | $5M |
| B. Riley Wealth Advisors, Inc. | 54,832 | $4M |
| Private Advisor Group, LLC | 50,068 | $3M |
| TWO SIGMA INVESTMENTS, LP | 34,200 | $2M |
| Qube Research & Technologies Ltd | 28,017 | $2M |
| SOL Capital Management CO | 14,030 | $897K |
| Orion Porfolio Solutions, LLC | 9,419 | $603K |
| GOLDMAN SACHS GROUP INC | 9,214 | $589K |
| Victrix Investment Advisors | 5,981 | $383K |
| Empower Advisory Group, LLC | 5,124 | $328K |
| CIBC WORLD MARKET INC. | 4,949 | $317K |
| Beaird Harris Wealth Management, LL | 4,831 | $309K |
| Moors & Cabot, Inc. | 4,706 | $301K |
| Blue Line Capital, LLC / IL | 4,607 | $295K |
| Trexquant Investment LP | 4,555 | $291K |
| SILVER OAK SECURITIES, INCORPORATED | 4,221 | $270K |
| DAGCO, INC. | 1,879 | $120K |
| Advisory Services Network, LLC | 1,362 | $87K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +1,342,686 | +125.5% | 2,412,385 |
| Storgate, LLC | +662,468 | +108.2% | 1,274,528 |
| LPL Financial LLC | +445,830 | +169.4% | 709,073 |
| PNC Financial Services Group, Inc. | +284,410 | +43.8% | 934,434 |
| MORGAN STANLEY | +243,367 | +15.5% | 1,817,581 |
| MML INVESTORS SERVICES, LLC | +231,093 | +22.6% | 1,253,451 |
| OneDigital Investment Advisors LLC | +224,538 | +16.7% | 1,566,892 |
| Cetera Investment Advisers | +221,470 | +15.5% | 1,653,412 |
| OSAIC HOLDINGS, INC. | +192,428 | +634.5% | 222,756 |
| ENVESTNET ASSET MANAGEMENT INC | +187,169 | +7.0% | 2,859,109 |
| WELLS FARGO & COMPANY/MN | +173,650 | +15.4% | 1,297,797 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +171,410 | +208.0% | 253,815 |
| BARNES PETTEY FINANCIAL ADVISORS, L | +168,259 | +201.7% | 251,678 |
| Cambridge Investment Research Advis | +154,645 | +30.5% | 661,409 |
| Capital Analysts, LLC | +122,188 | +26.8% | 578,034 |
| Advyzon Investment Management, LLC | +101,967 | +24.0% | 526,304 |
| JONES FINANCIAL COMPANIES LLLP | +100,139 | +43.4% | 331,122 |
| Portfolio Strategies, Inc. | +93,239 | +12.5% | 839,835 |
| Kingsview Wealth Management, LLC | +84,719 | +2045.9% | 88,860 |
| Focus Partners Wealth | +63,307 | +9.9% | 702,907 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -1,142,511 | -5.8% | 18,629,104 |
| Mariner, LLC | -149,500 | -93.0% | 11,270 |
| Dynasty Wealth Management, LLC | -131,540 | -1.8% | 7,054,864 |
| SAGESPRING WEALTH PARTNERS, LLC | -127,875 | -2.3% | 5,514,169 |
| JPMORGAN CHASE & CO | -79,800 | -0.9% | 8,909,063 |
| RFG Advisory, LLC | -30,198 | -4.6% | 633,474 |
| Variant Private Wealth, LLC | -29,661 | -38.3% | 47,880 |
| Centerline Wealth Advisors, LLC | -29,556 | -6.7% | 411,896 |
| HighTower Advisors, LLC | -21,070 | -6.5% | 302,402 |
| Vise Technologies, Inc. | -19,655 | -46.0% | 23,049 |
| Farther Finance Advisors, LLC | -14,975 | -39.3% | 23,086 |
| FIL Ltd | -14,719 | -13.7% | 93,078 |
| Cyndeo Wealth Partners, LLC | -12,579 | -10.7% | 104,977 |
| Corient Private Wealth LP | -11,661 | -66.6% | 5,852 |
| TritonPoint Partners, LLC | -10,358 | -53.6% | 8,979 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -9,791 | -33.3% | 19,577 |
| Storen Legacy Partners, LLC | -9,780 | -3.7% | 252,319 |
| CAPTRUST FINANCIAL ADVISORS | -9,283 | -12.5% | 65,076 |
| Fifth Third Securities, Inc. | -8,704 | -10.1% | 77,234 |
| Concurrent Investment Advisors, LLC | -8,451 | -42.9% | 11,245 |