FIDELITY INV GRADE BOND ETF (FIGB) Institutional Shareholders
FIDELITY INV GRADE BOND ETF (FIGB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $156.34M in FIGB holdings during the latest filing period.
Heartland Bank & Trust Co is currently the largest disclosed institutional shareholder of FIGB tracked by InsiderSet, reporting ownership valued at approximately $48.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $47.21M, representing an estimated loss of -2.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed FIGB value among the investors covered in this analysis. Major shareholders include Heartland Bank & Trust Co, Osaic Holdings, Inc., Bank Of America Corp, and several other long-term asset managers with concentrated positions in FIDELITY INV GRADE BOND ETF (FIGB).
This page ranks the largest institutional FIGB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
59
Total Reported Value
$156.34M
Largest Holder
Heartland Bank & Trust Co
Largest Position
$48.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 10.05% | 1,134,364 | $48,584,810 | $47,212,230 | -$1,372,580 | -2.83% | |
| Osaic Holdings, Inc. | 0.02% | 357,618 | $15,316,822 | $14,884,061 | -$432,761 | -2.83% | |
| Bank Of America Corp | 0.00% | 295,025 | $12,635,921 | $12,278,941 | -$356,981 | -2.83% | |
| Clarity Retirement & Wealth, Llc | 6.58% | 222,269 | $9,519,792 | $9,250,836 | -$268,956 | -2.83% | |
| Advyzon Investment Management, Llc | 0.69% | 221,059 | $9,467,968 | $9,200,476 | -$267,492 | -2.83% | |
| Anson Capital, Inc. | 6.11% | 219,198 | $9,388,234 | $9,123,021 | -$265,213 | -2.82% | |
| Raymond James Financial Inc | 0.00% | 182,826 | $7,830,438 | $7,609,218 | -$221,220 | -2.83% | |
| Commonwealth Equity Services, Llc | 0.00% | 75,566 | $3,236,494 | $3,145,057 | -$91,437 | -2.83% | |
| Envestnet Asset Management Inc | 0.00% | 72,888 | $3,121,804 | $3,033,599 | -$88,205 | -2.83% | |
| Kestra Advisory Services, Llc | 0.01% | 69,944 | $2,995,689 | $2,911,069 | -$84,620 | -2.82% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 68,303 | $2,910,381 | $2,842,771 | -$67,610 | -2.32% | |
| Noble Wealth Management Pbc | 1.23% | 63,036 | $2,699,832 | $2,623,558 | -$76,274 | -2.83% | |
| Cetera Investment Advisers | 0.00% | 62,641 | $2,682,918 | $2,607,118 | -$75,800 | -2.83% | |
| Jones Financial Companies Lllp | 0.00% | 51,395 | $2,216,666 | $2,139,060 | -$77,606 | -3.50% | |
| Jane Street Group, Llc | 0.00% | 49,620 | $2,125,225 | $2,065,184 | -$60,041 | -2.83% | |
| Boston Partners | 0.00% | 49,364 | $2,121,653 | $2,054,530 | -$67,123 | -3.16% | |
| Citadel Advisors Llc | 0.00% | 40,652 | $1,741,125 | $1,691,936 | -$49,189 | -2.83% | |
| Susquehanna International Group, Llp | 0.00% | 38,360 | $1,642,959 | $1,596,543 | -$46,416 | -2.83% | |
| Jpmorgan Chase & Co | 0.00% | 36,029 | $1,550,251 | $1,499,527 | -$50,724 | -3.27% | |
| Ifp Advisors, Inc | 0.03% | 33,862 | $1,450,309 | $1,409,336 | -$40,973 | -2.83% | |
| Bill Few Associates, Inc. | 0.31% | 33,323 | $1,427,216 | $1,386,903 | -$40,313 | -2.82% | |
| Core Wealth Advisors, Inc. | 0.28% | 32,660 | $1,398,828 | $1,359,309 | -$39,519 | -2.83% | |
| Pnc Financial Services Group, Inc. | 0.00% | 26,064 | $1,116,325 | $1,084,784 | -$31,541 | -2.83% | |
| Harbour Investments, Inc. | 0.01% | 19,807 | $848,334 | $824,367 | -$23,967 | -2.83% | |
| Truist Financial Corp | 0.00% | 15,332 | $656,677 | $638,118 | -$18,559 | -2.83% | |
| Summit Wealth Group Llc / Co | 0.05% | 14,802 | $633,988 | $616,059 | -$17,929 | -2.83% | |
| Peterson Wealth Advisors, Llc | 0.07% | 13,388 | $573,399 | $557,209 | -$16,190 | -2.82% | |
| Fmr Llc | 0.00% | 13,283 | $568,922 | $552,838 | -$16,084 | -2.83% | |
| Trust Investment Advisors | 0.22% | 10,800 | $462,564 | $449,496 | -$13,068 | -2.83% | |
| Kovack Advisors, Inc. | 0.02% | 10,707 | $457,831 | $445,625 | -$12,206 | -2.67% | |
| Clarity Asset Management, Inc. | 0.21% | 9,882 | $423,253 | $411,289 | -$11,964 | -2.83% | |
| Foronjy Financial Llc | 0.15% | 9,677 | $414,485 | $402,757 | -$11,728 | -2.83% | |
| Lpl Financial Llc | 0.00% | 9,531 | $408,213 | $396,680 | -$11,533 | -2.83% | |
| Latitude Advisors, Llc | 0.16% | 9,332 | $399,686 | $388,398 | -$11,288 | -2.82% | |
| Bank Of Montreal | 0.00% | 9,331 | $399,643 | $388,356 | -$11,287 | -2.82% | |
| Janney Montgomery Scott Llc | 0.00% | 8,805 | $377,000 | $366,464 | -$10,536 | -2.79% | |
| Royal Bank Of Canada | 0.00% | 8,631 | $370,000 | $359,222 | -$10,778 | -2.91% | |
| Arkadios Wealth Advisors | 0.01% | 8,594 | $368,059 | $357,682 | -$10,377 | -2.82% | |
| Goldman Sachs Group Inc | 0.00% | 7,704 | $329,962 | $320,640 | -$9,322 | -2.83% | |
| Virtus Wealth Solutions Llc | 0.04% | 7,477 | $320,226 | $311,193 | -$9,033 | -2.82% | |
| Elevation Wealth Management Llc | 0.24% | 7,334 | $315,215 | $305,241 | -$9,974 | -3.16% | |
| Planning Directions Inc | 0.13% | 6,712 | $287,479 | $279,353 | -$8,126 | -2.83% | |
| Aurdan Capital Management, Llc | 0.06% | 5,487 | $235,008 | $228,369 | -$6,639 | -2.83% | |
| Farther Finance Advisors, Llc | 0.00% | 4,345 | $186,096 | $180,839 | -$5,257 | -2.82% | |
| National Bank Of Canada | 0.00% | 770 | $32,648 | $32,047 | -$601 | -1.84% | |
| Dhjj Financial Advisors, Ltd. | 0.01% | 425 | $18,203 | $17,689 | -$515 | -2.83% | |
| Action Point Financial Planning, Llc | 0.00% | 377 | $16,147 | $15,691 | -$456 | -2.83% | |
| Ghp Investment Advisors, Inc. | 0.00% | 250 | $10,708 | $10,405 | -$303 | -2.83% | |
| Ancora Advisors Llc | 0.00% | 235 | $10,065 | $9,781 | -$284 | -2.82% | |
| Spire Wealth Management | 0.00% | 179 | $7,667 | $7,450 | -$217 | -2.83% |
Frequently asked questions about FIGB
Who owns the most FIGB stock?
The largest holders of FIGB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY INV GRADE BOND ETF (FIGB).
Is FIGB widely held by superinvestors?
Many widely followed stocks like FIGB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FIGB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.