Who owns Fidelity Investment Grade Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FIGB from SEC Form 13F filings across 62 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 62 institutions disclosed 3.7M shares of Fidelity Investment Grade Bond ETF worth $157.3M — about 63.5% of shares outstanding; the largest disclosed holder is Heartland Bank & Trust Co. Source: SEC Form 13F filings, parsed by EvidInvest.
62
13F holders
$157.3M
value, 2026 filers
63.5%
of shares outstanding (3.7M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FIGB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Heartland Bank & Trust Co | 1.1M | $48.6M | 10.1% | 19.6% | +1.8% |
| 2 | OSAIC HOLDINGS, INC. | 357,618 | $15.3M | 0.0% | 6.2% | +25.4% |
| 3 | BANK OF AMERICA CORP /DE/NEW | 295,025 | $12.6M | 0.0% | 5.1% | new |
| 4 | Clarity Retirement & Wealth, LLC | 222,269 | $9.5M | 6.6% | 3.8% | +6.3% |
| 5 | Advyzon Investment Management, LLC | 221,059 | $9.5M | 0.7% | 3.8% | +26.6% |
| 6 | Anson Capital, Inc. | 219,198 | $9.4M | 6.1% | 3.8% | +6.8% |
| 7 | RAYMOND JAMES FINANCIAL INC | 182,826 | $7.8M | 0.0% | 3.2% | -37.1% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 75,566 | $3.2M | 0.0% | 1.3% | +5.8% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 72,888 | $3.1M | 0.0% | 1.3% | +44.3% |
| 10 | Kestra Advisory Services, LLC | 69,944 | $3.0M | 0.0% | 1.2% | -2.0% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68,303 | $2.9M | 0.0% | 1.2% | +5.4% |
| 12 | Noble Wealth Management PBC | 63,036 | $2.7M | 1.2% | 1.1% | +10.4% |
| 13 | Cetera Investment Advisers | 62,641 | $2.7M | 0.0% | 1.1% | +10.4% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 51,395 | $2.2M | 0.0% | 0.9% | +141.2% |
| 15 | JANE STREET GROUP, LLC | 49,620 | $2.1M | 0.0% | 0.9% | +128.8% |
| 16 | Boston Partners | 49,364 | $2.1M | 0.0% | 0.9% | +0.1% |
| 17 | CITADEL ADVISORS LLC | 40,652 | $1.7M | 0.0% | 0.7% | -10.3% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 38,360 | $1.6M | 0.0% | 0.7% | new |
| 19 | JPMORGAN CHASE & CO | 36,029 | $1.6M | 0.0% | 0.6% | +6.0% |
| 20 | IFP Advisors, Inc | 33,862 | $1.5M | 0.0% | 0.6% | +19.8% |
| 21 | Bill Few Associates, Inc. | 33,323 | $1.4M | 0.3% | 0.6% | +2.8% |
| 22 | Core Wealth Advisors, Inc. | 32,660 | $1.4M | 0.3% | 0.6% | +16.8% |
| 23 | PNC Financial Services Group, Inc. | 26,064 | $1.1M | 0.0% | 0.5% | -7.5% |
| 24 | Davis Wealth Advisors, LLC | 22,015 | $942,901 | 0.7% | 0.4% | -6.9% |
| 25 | HARBOUR INVESTMENTS, INC. | 19,807 | $848,334 | 0.0% | 0.3% | -9.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.