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Fidelity Investment Grade Bond ETF (FIGB) Institutional Ownership

Fidelity Investment Grade Bond ETF logo
$42.37 +0.13 (+0.31%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Investment Grade Bond ETF (NYSEARCA:FIGB)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$96.44M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.66M
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FIGB Institutional Buying and Selling by Quarter

Fidelity Investment Grade Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Bill Few Associates Inc.33,323$1.43M0.3%+2.8%0.280%
7/1/2026 Noble Wealth Management PBC63,036$2.70M1.2%+10.4%0.578%
5/19/2026Arkadios Wealth Advisors9,151$394K0.0%+11.6%0.084%
5/18/2026Core Wealth Advisors Inc.27,961$1.20M0.3%+34.4%0.257%
5/18/2026Royal Bank of Canada7,642$329K0.0%+543.8%0.070%
5/13/2026Cetera Investment Advisers56,753$2.44M0.0%+2.2%0.521%
5/8/2026PNC Financial Services Group Inc.28,174$1.21M0.0%+6.4%0.258%
5/6/2026Heartland Bank & Trust Co1,114,630$47.97M10.8%N/A10.226%
4/30/2026Kestra Advisory Services LLC71,366$3.07M0.0%+7.7%0.661%
4/28/2026Latitude Advisors LLC8,444$363K0.2%-5.7%0.080%
4/27/2026 Sound Income Strategies LLC810$35K0.0%-61.8%0.008%
4/22/2026Janney Montgomery Scott LLC8,805$379K0.0%N/A0.083%
2/17/2026Cetera Investment Advisers55,529$2.41M0.0%+21.5%0.677%
2/17/2026Kovack Advisors Inc.11,331$492K0.0%+25.5%0.138%
2/17/2026Osaic Holdings Inc.198,785$8.63M0.0%+69.9%2.424%
2/17/2026Royal Bank of Canada1,187$52K0.0%N/A0.014%
2/13/2026Kestra Advisory Services LLC66,250$2.88M0.0%+5.2%0.808%
2/13/2026Arkadios Wealth Advisors8,197$356K0.0%+72.1%0.100%
2/13/2026Boston Partners44,558$1.94M0.0%N/A0.543%
2/12/2026Elevation Wealth Management LLC5,812$253K0.2%N/A0.071%
2/12/2026Jane Street Group LLC17,629$766K0.0%-63.6%0.215%
2/12/2026Commonwealth Equity Services LLC70,306$3.05M0.0%-12.5%0.857%
2/12/2026Bank of Montreal Can1,371$60K0.0%+20.2%0.017%
2/12/2026Kovack Advisors Inc.11,331$493K0.0%+25.5%0.138%
2/11/2026Clarity Retirement & Wealth LLC192,290$8.35M7.4%N/A2.345%
2/11/2026Cerity Partners LLC4,696$204K0.0%N/A0.057%
2/11/2026LPL Financial LLC5,504$239K0.0%N/A0.067%
2/10/2026MidAtlantic Capital Management Inc.1,759$76K0.0%N/A0.021%
2/9/2026Harbour Investments Inc.14,284$620K0.0%+6.8%0.174%
2/6/2026 IFP Advisors Inc29,011$1.26M0.0%-1.0%0.354%
2/6/2026PNC Financial Services Group Inc.26,479$1.15M0.0%+4.9%0.323%
2/5/2026Northwestern Mutual Wealth Management Co.460,304$19.99M0.0%+1,534,246.7%5.613%
2/4/2026Anson Capital Inc.196,586$8.54M6.2%-1.9%2.427%
2/3/2026 Foronjy Financial LLC6,607$287K0.1%+4.3%0.082%
1/29/2026Virtus Wealth Solutions LLC13,673$594K0.1%+2.8%0.171%
1/27/2026Latitude Advisors LLC8,959$389K0.2%+3.5%0.112%
1/21/2026Planning Directions Inc.6,578$286K0.1%+40.3%0.084%
1/20/2026Trust Investment Advisors10,800$469K0.2%N/A0.138%
1/9/2026Peterson Wealth Advisors LLC13,075$568K0.1%-10.0%0.172%
1/8/2026 Wealth Enhancement Advisory Services LLC118,373$5.14M0.0%+4.5%1.558%
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1/5/2026 Noble Wealth Management PBC61,528$2.67M1.3%-5.1%0.810%
1/1/2026JPMorgan Chase & Co.30,236$1.32M0.0%+30.9%0.488%
12/2/2025 IFP Advisors Inc29,315$1.28M0.0%+132.5%0.473%
11/17/2025Flow Traders U.S. LLC21,987$956K0.0%-50.4%0.355%
11/17/2025Citadel Advisors LLC45,899$2.00M0.0%N/A0.740%
11/13/2025Planning Directions Inc.4,690$204K0.1%N/A0.076%
11/12/2025Integrated Advisors Network LLC5,078$221K0.0%N/A0.082%
11/10/2025Kovack Advisors Inc.9,032$393K0.0%-4.2%0.146%
11/7/2025JPMorgan Chase & Co.30,236$1.32M0.0%+30.9%0.488%
11/5/2025Anson Capital Inc.200,420$8.72M6.5%+5.8%3.233%
11/5/2025Envestnet Asset Management Inc.36,942$1.61M0.0%+41.0%0.596%
10/31/2025Latitude Advisors LLC8,658$377K0.2%+7.5%0.140%
10/29/2025Arkadios Wealth Advisors4,762$207K0.0%N/A0.078%
10/29/2025 Wealth Enhancement Advisory Services LLC113,321$4.94M0.0%+8.3%1.858%
10/28/2025 Nwam LLC6,943$306K0.0%N/A0.114%
10/22/2025 Foronjy Financial LLC6,333$275K0.1%+13.4%0.104%
10/16/2025 Bill Few Associates Inc.30,009$1.31M0.3%+4.1%0.509%
10/14/2025 Farther Finance Advisors LLC1,145$50K0.0%N/A0.019%
10/9/2025Peterson Wealth Advisors LLC14,523$633K0.1%+3.6%0.246%
9/4/2025Osaic Holdings Inc.70,192$3.03M0.0%+195.5%1.376%
8/14/2025Jane Street Group LLC24,658$1.07M0.0%-26.7%0.483%
8/13/2025Flow Traders U.S. LLC44,286$1.91M0.1%+23.6%0.868%
8/12/2025JPMorgan Chase & Co.23,097$998K0.0%+334.5%0.453%
8/8/2025OmniStar Financial Group Inc.22,782$984K0.7%-1.6%0.451%
8/8/2025PNC Financial Services Group Inc.25,027$1.08M0.0%+2.0%0.496%
8/5/2025Bank of Montreal Can1,110$48K0.0%+210.9%0.022%
8/1/2025Anson Capital Inc.189,493$8.19M6.6%+4.8%3.716%
8/1/2025 GGM Financials LLC13,218$571K0.1%N/A0.259%
8/1/2025Envestnet Asset Management Inc.26,201$1.13M0.0%+5.9%0.514%
7/29/2025Latitude Advisors LLC8,055$348K0.2%N/A0.160%
7/28/2025Harbour Investments Inc.12,819$554K0.0%-4.9%0.254%
7/25/2025 Bill Few Associates Inc.28,817$1.25M0.4%+7.3%0.571%
7/24/2025 IFP Advisors Inc12,610$545K0.0%+280.4%0.250%
7/23/2025Virtus Wealth Solutions LLC13,218$571K0.1%+158.2%0.262%
7/21/2025Ameriflex Group Inc.5,408$233K0.1%+19.4%0.106%
7/17/2025 Sound Income Strategies LLC2,120$92K0.0%N/A0.043%
7/10/2025 Wealth Enhancement Advisory Services LLC104,610$4.49M0.0%-1.0%2.113%
5/19/2025Jane Street Group LLC33,656$1.45M0.0%+121.1%0.724%
5/14/2025Flow Traders U.S. LLC35,834$1.54M0.1%N/A0.779%
5/9/2025PNC Financial Services Group Inc.24,548$1.06M0.0%-21.8%0.534%
5/8/2025Harbour Investments Inc.13,480$580K0.0%-11.0%0.293%
5/7/2025Anson Capital Inc.180,778$7.77M6.7%N/A3.930%
5/6/2025Avantax Advisory Services Inc.32,791$1.41M0.0%+1.0%0.713%
5/5/2025IFP Advisors Inc3,315$143K0.0%N/A0.072%
5/5/2025Kestra Private Wealth Services LLC143,648$6.18M0.1%-26.2%3.123%
4/30/2025Peterson Wealth Advisors LLC13,957$600K0.1%-10.4%0.303%
4/29/2025Envestnet Asset Management Inc.24,750$1.06M0.0%-22.0%0.538%
4/22/2025Cambridge Investment Research Advisors Inc.23,408$1.01M0.0%-6.1%0.509%
4/16/2025Wealth Enhancement Advisory Services LLC105,707$4.55M0.0%+22.4%2.298%
4/15/2025Noble Wealth Management PBC80,493$3.46M2.4%-10.1%1.750%
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3/17/2025Wealth Enhancement Advisory Services LLC86,387$3.66M0.0%+458.9%5.573%
2/14/2025Jane Street Group LLC15,220$644K0.0%-51.6%0.982%
2/13/2025Virtus Wealth Solutions LLC5,298$224K0.1%N/A0.342%
2/13/2025Envestnet Asset Management Inc.31,731$1.34M0.0%N/A2.047%
2/12/2025PKS Advisory Services LLC36,558$1.55M0.4%N/A2.359%
2/10/2025Harbour Investments Inc.15,141$641K0.0%+3.1%0.977%
2/10/2025Commonwealth Equity Services LLC56,053$2.37M0.0%+85.0%3.616%
2/10/2025Avantax Advisory Services Inc.32,456$1.37M0.0%N/A2.094%
2/7/2025PNC Financial Services Group Inc.31,393$1.33M0.0%+921.9%2.025%
2/5/2025Noble Wealth Management PBC89,543$3.79M2.6%N/A5.777%


FIGB Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Fidelity Investment Grade Bond ETF. The most heavily invested institutionals were Heartland Bank & Trust Co ($47.97M), Northwestern Mutual Wealth Management Co. ($19.99M), Osaic Holdings Inc. ($8.63M), Anson Capital Inc. ($8.54M), Clarity Retirement & Wealth LLC ($8.35M), Kestra Private Wealth Services LLC ($6.18M), and Wealth Enhancement Advisory Services LLC ($5.14M).Learn more on Fidelity Investment Grade Bond ETF's institutional investors.

Of the 47 institutional investors that purchased Fidelity Investment Grade Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heartland Bank & Trust Co ($1.11M), Northwestern Mutual Wealth Management Co. ($460.27K), Anson Capital Inc. ($200.42K), Clarity Retirement & Wealth LLC ($192.29K), Osaic Holdings Inc. ($128.19K), Wealth Enhancement Advisory Services LLC ($104.01K), and Noble Wealth Management PBC ($95.49K).

Institutional investors have bought a total of 2,231,216 shares in the last 24 months. This purchase volume represents approximately $96.44M in transactions.

Of the 12 institutional investors that sold Fidelity Investment Grade Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($39.84K), Flow Traders U.S. LLC ($22.30K), Commonwealth Equity Services LLC ($10.01K), Anson Capital Inc. ($3.83K), Noble Wealth Management PBC ($3.28K), Peterson Wealth Advisors LLC ($1.45K), and Sound Income Strategies LLC ($1.31K).

Institutional investors have sold a total of 84,260 shares in the last 24 months. This volume of shares sold represents approximately $3.66M in transactions.


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This page (NYSEARCA:FIGB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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