Fidelity Invest GRD BND ETFFIGBETF

13F holders, Q2 2026 (June 30)
62holders +6
9new positions
4sold out
1famous investor
$42.83avg. 13F price*

At the end of Q2 2026, 62 institutions reported holding Fidelity Invest GRD BND ETF (FIGB) in their 13F filings, up 6 from Q1 2026. 9 opened new positions and 4 sold out. The largest holders were Heartland Bank & Trust Co ($48.6M), Osaic Holdings, Inc. ($15.3M) and Bank of America Corp. ($12.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fidelity Invest GRD BND ETF
CUSIP
316188606
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 12Q1 2024Q2 2024: 17Q2 2024Q3 2024: 20Q3 2024Q4 2024: 24Q4 2024Q1 2025: 30Q1 2025Q2 2025: 36Q2 2025Q3 2025: 40Q3 2025Q4 2025: 49Q4 2025Q1 2026: 56Q1 2026Q2 2026: 62Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions9$16.2M
Exits4$539K

All 13F filers, Q1 2026 → Q2 2026: 675,967 shares bought and 132,896 shares sold, net +543,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

Heartland Bank & Trust Co 10.05% Add +1.8% 1,134,364 $48.6M
Osaic Holdings, Inc. 0.02% Add +25.4% 357,618 $15.3M
Bank of America Corp. 0.00% New 295,025 $12.6M
Clarity Retirement & Wealth, LLC 6.58% Add +6.3% 222,269 $9.5M
Advyzon Investment Management, LLC 0.69% Add +26.6% 221,059 $9.5M
Anson Capital, Inc. 6.11% Add +6.8% 219,198 $9.4M
Raymond James Financial Inc. 0.00% Reduce -37.1% 182,826 $7.8M
Commonwealth Equity Services, LLC 0.00% Add +5.8% 75,566 $3.2M
Envestnet Asset Management Inc. 0.00% Add +44.3% 72,888 $3.1M
Kestra Advisory Services, LLC 0.01% Reduce -2.0% 69,944 $3.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.4% 68,303 $2.9M
Noble Wealth Management PBC 1.23% Add +10.4% 63,036 $2.7M
Cetera Investment Advisers 0.00% Add +10.4% 62,641 $2.7M
Jones Financial Companies LLLP 0.00% Add +141.2% 51,395 $2.2M
Jane Street Group, LLC 0.00% Add +128.8% 49,620 $2.1M
Boston Partners 0.00% Add +0.1% 49,364 $2.1M
Citadel Advisors 0.00% Reduce -10.3% 40,652 $1.7M
Susquehanna International Group, LLP 0.00% New 38,360 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +29.3% 36,294 $1.6M
JPMorgan Chase & Co. 0.00% Add +6.0% 36,029 $1.6M
IFP Advisors, Inc 0.03% Add +19.8% 33,862 $1.5M
Bill Few Associates, Inc. 0.31% Add +2.8% 33,323 $1.4M
Core Wealth Advisors, Inc. 0.28% Add +16.8% 32,660 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -7.5% 26,064 $1.1M
Davis Wealth Advisors, LLC 0.73% Reduce -6.9% 22,015 $943K
Harbour Investments, Inc. 0.01% Reduce -9.3% 19,807 $848K
Truist Financial Corp. 0.00% New 15,332 $657K
Summit Wealth Group LLC / Co. 0.05% New 14,802 $634K
Peterson Wealth Advisors, LLC 0.07% Add +1.1% 13,388 $573K
FMR LLC 0.00% Add +17.6% 13,283 $569K
Trust Investment Advisors 0.22% No change 10,800 $463K
Kovack Advisors, Inc. 0.02% Add +1.0% 10,707 $458K
Clarity Asset Management, Inc. 0.21% Add +6.8% 9,882 $423K
Foronjy Financial LLC 0.15% Add +46.5% 9,677 $414K
LPL Financial LLC 0.00% Add +35.9% 9,531 $408K
Latitude Advisors, LLC 0.16% Add +10.5% 9,332 $400K
Bank of Montreal 0.00% Add +0.9% 9,331 $400K
Janney Montgomery Scott LLC 0.00% No change 8,805 $377K
Royal Bank of Canada 0.00% Add +12.9% 8,631 $370K
Arkadios Wealth Advisors 0.01% Reduce -6.1% 8,594 $368K
Goldman Sachs Group Inc. 0.00% New 7,704 $330K
Virtus Wealth Solutions LLC 0.04% Reduce -0.8% 7,477 $320K
Elevation Wealth Management LLC 0.24% Add +4.9% 7,334 $315K
Planning Directions Inc. 0.13% Add +1.0% 6,712 $287K
Aurdan Capital Management, LLC 0.06% New 5,487 $235K
Farther Finance Advisors, LLC 0.00% No change 4,345 $186K
National Bank of Canada 0.00% New 770 $33K
AE Wealth Management LLC 0.00% No change 577 $25K
Global Retirement Partners, LLC 0.00% — 469 $20K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -1.2% 425 $18K
Fiduciary Financial Advisors 0.00% New 377 $16K
GHP Investment Advisors, Inc. 0.00% No change 250 $11K
Ancora Advisors LLC 0.00% No change 235 $10K
Spire Wealth Management 0.00% Reduce -7.3% 179 $8K
Private Wealth Asset Management, LLC 0.00% New 167 $7K
Ascentis Independent Advisors 0.01% No change 115 $5K
Arax Advisory Partners 0.00% No change 114 $5K
Northwestern Mutual Wealth Management Co. 0.00% Add +341.7% 106 $5K
Register Financial Advisors LLC 0.00% No change 61 $3K
Morgan Stanley 0.00% Reduce -19.7% 57 $2K
Cordant, Inc. 0.00% No change 22 $943
Abound Wealth Management 0.00% Reduce -66.7% 1 $40

"% of holder's portfolio" is FIGB's weight in each manager's 13F, not the share of Fidelity Invest GRD BND ETF the manager owns.