FIGB Institutional Ownership & Shareholders
FIDELITY INV GRADE BOND ETF (FIGB) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $153.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $47.27M, representing an estimated loss of -2.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% 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
61
Total Reported Value
$153.45M
Largest Holder
Heartland Bank & Trust Co
Largest Position
$48.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
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 | $47,268,948 | -$1,315,862 | -2.71% | |
| Osaic Holdings, Inc. | 0.02% | 357,618 | $15,316,822 | $14,901,942 | -$414,880 | -2.71% | |
| Bank Of America Corp | 0.00% | 295,025 | $12,635,921 | $12,293,692 | -$342,229 | -2.71% | |
| Clarity Retirement & Wealth, Llc | 6.58% | 222,269 | $9,519,792 | $9,261,949 | -$257,843 | -2.71% | |
| Advyzon Investment Management, Llc | 0.69% | 221,059 | $9,467,968 | $9,211,529 | -$256,439 | -2.71% | |
| Anson Capital, Inc. | 5.98% | 225,389 | $9,173,322 | $9,391,960 | +$218,638 | +2.38% | |
| Raymond James Financial Inc | 0.00% | 182,826 | $7,830,438 | $7,618,359 | -$212,079 | -2.71% | |
| Commonwealth Equity Services, Llc | 0.01% | 96,598 | $3,931,537 | $4,025,239 | +$93,702 | +2.38% | |
| Envestnet Asset Management Inc | 0.00% | 72,888 | $3,121,804 | $3,037,243 | -$84,561 | -2.71% | |
| Kestra Advisory Services, Llc | 0.01% | 72,620 | $2,955,618 | $3,026,075 | +$70,457 | +2.38% | |
| Cetera Investment Advisers | 0.00% | 62,641 | $2,682,918 | $2,610,250 | -$72,668 | -2.71% | |
| Noble Wealth Management Pbc | 1.18% | 62,845 | $2,557,792 | $2,618,751 | +$60,959 | +2.38% | |
| Jones Financial Companies Lllp | 0.00% | 51,395 | $2,216,666 | $2,141,630 | -$75,036 | -3.39% | |
| Jane Street Group, Llc | 0.00% | 49,620 | $2,125,225 | $2,067,665 | -$57,560 | -2.71% | |
| Boston Partners | 0.00% | 49,364 | $2,121,653 | $2,056,998 | -$64,655 | -3.05% | |
| Citadel Advisors Llc | 0.00% | 40,652 | $1,741,125 | $1,693,969 | -$47,156 | -2.71% | |
| Susquehanna International Group, Llp | 0.00% | 38,360 | $1,642,959 | $1,598,461 | -$44,498 | -2.71% | |
| Jpmorgan Chase & Co | 0.00% | 36,029 | $1,550,251 | $1,501,328 | -$48,923 | -3.16% | |
| Core Wealth Advisors, Inc. | 0.28% | 32,660 | $1,398,828 | $1,360,942 | -$37,886 | -2.71% | |
| Ifp Advisors, Inc | 0.02% | 34,277 | $1,395,074 | $1,428,323 | +$33,249 | +2.38% | |
| Bill Few Associates, Inc. | 0.26% | 31,008 | $1,262,018 | $1,292,103 | +$30,085 | +2.38% | |
| Pnc Financial Services Group, Inc. | 0.00% | 26,064 | $1,116,325 | $1,086,087 | -$30,238 | -2.71% | |
| Harbour Investments, Inc. | 0.01% | 19,807 | $848,334 | $825,358 | -$22,976 | -2.71% | |
| Truist Financial Corp | 0.00% | 16,601 | $675,670 | $691,764 | +$16,094 | +2.38% | |
| Fmr Llc | 0.00% | 13,283 | $568,922 | $553,503 | -$15,419 | -2.71% | |
| Elevation Wealth Management Llc | 0.32% | 11,436 | $467,172 | $476,538 | +$9,366 | +2.00% | |
| Kovack Advisors, Inc. | 0.02% | 10,707 | $457,831 | $446,161 | -$11,670 | -2.55% | |
| Peterson Wealth Advisors, Llc | 0.05% | 10,819 | $440,345 | $450,828 | +$10,483 | +2.38% | |
| Trust Investment Advisors | 0.19% | 10,800 | $439,560 | $450,036 | +$10,476 | +2.38% | |
| Foronjy Financial Llc | 0.15% | 10,345 | $421,042 | $431,076 | +$10,034 | +2.38% | |
| Lpl Financial Llc | 0.00% | 9,531 | $408,213 | $397,157 | -$11,056 | -2.71% | |
| Bank Of Montreal | 0.00% | 9,331 | $399,643 | $388,823 | -$10,820 | -2.71% | |
| Latitude Advisors, Llc | 0.12% | 9,583 | $390,046 | $399,324 | +$9,278 | +2.38% | |
| Clarity Asset Management, Inc. | 0.19% | 9,398 | $382,509 | $391,615 | +$9,106 | +2.38% | |
| Janney Montgomery Scott Llc | 0.00% | 8,805 | $377,000 | $366,904 | -$10,096 | -2.68% | |
| Royal Bank Of Canada | 0.00% | 8,631 | $370,000 | $359,654 | -$10,346 | -2.80% | |
| Arkadios Wealth Advisors | 0.01% | 8,594 | $368,059 | $358,112 | -$9,947 | -2.70% | |
| Goldman Sachs Group Inc | 0.00% | 7,704 | $329,962 | $321,026 | -$8,936 | -2.71% | |
| Virtus Wealth Solutions Llc | 0.04% | 7,477 | $320,226 | $311,567 | -$8,659 | -2.70% | |
| Planning Directions Inc | 0.13% | 6,712 | $287,479 | $279,689 | -$7,790 | -2.71% | |
| Aurdan Capital Management, Llc | 0.06% | 5,487 | $235,008 | $228,643 | -$6,365 | -2.71% | |
| Signature Equity Partners, Llc | 0.08% | 5,715 | $232,599 | $238,144 | +$5,545 | +2.38% | |
| Silverlake Wealth Management Llc | 0.04% | 5,046 | $205,361 | $210,267 | +$4,906 | +2.39% | |
| Farther Finance Advisors, Llc | 0.00% | 4,826 | $196,409 | $201,099 | +$4,690 | +2.39% | |
| Spire Wealth Management | 0.00% | 2,373 | $96,581 | $98,883 | +$2,302 | +2.38% | |
| Nfsg Corp | 0.01% | 1,758 | $71,551 | $73,256 | +$1,705 | +2.38% | |
| National Bank Of Canada | 0.00% | 770 | $32,648 | $32,086 | -$562 | -1.72% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 425 | $17,298 | $17,710 | +$412 | +2.38% | |
| Action Point Financial Planning, Llc | 0.00% | 377 | $16,147 | $15,710 | -$437 | -2.71% | |
| First Financial Corp | 0.00% | 348 | $14,164 | $14,501 | +$337 | +2.38% |
Frequently asked questions about FIGB
Who are the largest institutional holders of FIGB?
The largest institutional holders of FIGB reported in the latest SEC Form 13F filings include Heartland Bank & Trust Co, Osaic Holdings, Inc., Bank Of America Corp, Clarity Retirement & Wealth, Llc, and Advyzon Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported FIGB position.
What is FIGB institutional ownership?
This page tracks FIGB positions reported by institutional investment managers through SEC Form 13F. FIDELITY INV GRADE BOND ETF (FIGB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FIGB?
InsiderSet currently tracks 61 institutional managers reporting FIGB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FIGB shareholders.
How much FIGB stock do institutions own?
Institutional investment managers disclosed approximately $153.45M in FIGB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FIGB institutional ownership last updated?
The latest FIGB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FIGB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FIGB position after the reporting date.
Are institutions buying or selling FIGB?
Institutional buying and selling can be analyzed by comparing FIGB positions across consecutive 13F reporting periods. InsiderSet's FIGB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FIGB ownership changes.
How has FIGB institutional ownership changed over time?
InsiderSet tracks FIGB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.