Fidelity Invest GRD BND ETFFIGBETF

13F holders, Q4 2025 (December 31)
49holders +9
9new positions
3sold out
$43.44avg. 13F price*

At the end of Q4 2025, 49 institutions reported holding Fidelity Invest GRD BND ETF (FIGB) in their 13F filings, up 9 from Q3 2025. 9 opened new positions and 3 sold out. The largest holders were Osaic Holdings, Inc. ($8.6M), Anson Capital, Inc. ($8.5M) and Clarity Retirement & Wealth, LLC ($8.4M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$11.4M
Exits3$2.7M

All 13F filers, Q3 2025 → Q4 2025: 412,046 shares bought and 112,326 shares sold, net +299,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 49 holders

Osaic Holdings, Inc. 0.01% Add +69.8% 198,785 $8.6M
Anson Capital, Inc. 6.21% Reduce -1.9% 196,586 $8.5M
Clarity Retirement & Wealth, LLC 7.35% — 192,290 $8.4M
Raymond James Financial Inc. 0.00% New 186,679 $8.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.5% 118,373 $5.1M
Commonwealth Equity Services, LLC 0.00% Reduce -12.5% 70,306 $3.1M
Kestra Advisory Services, LLC 0.01% Add +5.3% 66,250 $2.9M
Noble Wealth Management PBC 1.34% Reduce -5.1% 61,528 $2.7M
Cetera Investment Advisers 0.00% Add +21.5% 55,529 $2.4M
Envestnet Asset Management Inc. 0.00% Add +34.8% 49,805 $2.2M
Boston Partners 0.00% New 44,558 $1.9M
Bill Few Associates, Inc. 0.37% Add +13.8% 34,153 $1.5M
JPMorgan Chase & Co. 0.00% Add +3.5% 31,293 $1.4M
IFP Advisors, Inc 0.03% Reduce -1.0% 29,011 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +12.7% 28,866 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +4.9% 26,479 $1.2M
Flow Traders U.S. LLC 0.03% Add +2.7% 22,582 $981K
Core Wealth Advisors, Inc. 0.23% Add +55.3% 20,800 $903K
Jane Street Group, LLC 0.00% Reduce -63.6% 17,629 $766K
Davis Wealth Advisors, LLC 0.62% Add +125.5% 17,295 $751K
Harbour Investments, Inc. 0.01% Add +6.8% 14,284 $620K
Virtus Wealth Solutions LLC 0.11% Add +2.8% 13,673 $594K
Peterson Wealth Advisors, LLC 0.08% Reduce -10.0% 13,075 $568K
Kovack Advisors, Inc. 0.02% Add +25.4% 11,331 $492K
Trust Investment Advisors 0.25% New 10,800 $469K
Latitude Advisors, LLC 0.17% Add +3.5% 8,959 $389K
Arkadios Wealth Advisors 0.01% Add +72.1% 8,197 $356K
FMR LLC 0.00% Reduce -14.5% 7,907 $343K
Foronjy Financial LLC 0.12% Add +4.3% 6,607 $287K
Planning Directions Inc. 0.14% Add +40.3% 6,578 $286K
Jones Financial Companies LLLP 0.00% New 6,343 $275K
Elevation Wealth Management LLC 0.24% — 5,812 $253K
LPL Financial LLC 0.00% New 5,504 $239K
Integrated Advisors Network LLC 0.01% Add +0.6% 5,109 $222K
Cerity Partners LLC 0.00% New 4,696 $204K
Sound Income Strategies, LLC 0.00% No change 2,120 $92K
MidAtlantic Capital Management, Inc. 0.05% New 1,759 $76K
Bank of Montreal 0.00% Add +20.2% 1,371 $60K
Royal Bank of Canada 0.00% New 1,187 $52K
Farther Finance Advisors, LLC 0.00% No change 1,145 $50K
AE Wealth Management LLC 0.00% Add +660.5% 578 $25K
Global Retirement Partners, LLC 0.00% Add +1.1% 460 $20K
DHJJ Financial Advisors, Ltd. 0.01% No change 430 $19K
Ancora Advisors LLC 0.00% No change 235 $10K
Arax Advisory Partners 0.00% New 114 $5K
Morgan Stanley 0.00% Add +126.3% 43 $2K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.7% 32 $1K
Spire Wealth Management 0.00% No change 14 $608
Allworth Financial LP 0.00% Add +0.0% 8 $336

"% 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.