Who owns FIGB?
Fidelity Investment Grade Bond ETF · Fidelity
64 institutions reported holding FIGB, worth $158.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FIGB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Heartland Bank & Trust Co | Bloomington, IL | $48.6M | 1,134,364 | +19,734 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $15.3M | 357,618 | +72,425 shares |
| Bank of America Corp. | Charlotte, NC | $12.6M | 295,025 | New position |
| Clarity Retirement & Wealth, LLC | New Bedford, MA | $9.5M | 222,269 | +13,097 shares |
| Advyzon Investment Management, LLC | Lisle, IL | $9.5M | 221,059 | +46,426 shares |
| Anson Capital, Inc. | Tyrone, GA | $9.4M | 219,198 | +13,988 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.8M | 182,826 | −107,819 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.2M | 75,566 | +4,164 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.1M | 72,888 | +22,363 shares |
| Kestra Advisory Services, LLC | Austin, TX | $3.0M | 69,944 | −1,422 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FIGB?
64 institutional managers reported holding FIGB in Form 13F filings for June 30, 2026, worth $158.9M in total. The largest reported position was held by Heartland Bank & Trust Co, at $48.6M.
Did institutions buy or sell FIGB last quarter?
Reported 13F value rose 16.8% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FIGB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.