Fidelity Invest GRD BND ETFFIGBETF
13F holders, Q1 2026 (March 31)56holders +7
12new positions
3sold out
1famous investor
$43.04avg. 13F price*
At the end of Q1 2026, 56 institutions reported holding Fidelity Invest GRD BND ETF (FIGB) in their 13F filings, up 7 from Q4 2025. 12 opened new positions and 3 sold out. The largest holders were Heartland Bank & Trust Co ($48.0M), Raymond James Financial Inc. ($12.5M) and Osaic Holdings, Inc. ($12.3M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $58.5M |
| Exits | 3 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,658,006 shares bought and 98,993 shares sold, net +1,559,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Heartland Bank & Trust Co | 10.84% | New | 1,114,630 | $48.0M |
| Raymond James Financial Inc. | 0.00% | Add +55.7% | 290,645 | $12.5M |
| Osaic Holdings, Inc. | 0.02% | Add +43.5% | 285,193 | $12.3M |
| Clarity Retirement & Wealth, LLC | 7.26% | Add +8.8% | 209,172 | $9.0M |
| Anson Capital, Inc. | 6.04% | Add +4.4% | 205,210 | $8.8M |
| Advyzon Investment Management, LLC | 0.67% | New | 174,633 | $7.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 71,402 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.7% | 71,366 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -45.2% | 64,818 | $2.8M |
| Noble Wealth Management PBC | 1.26% | Reduce -7.2% | 57,090 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 56,753 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 50,525 | $2.2M |
| Boston Partners | 0.00% | Add +10.7% | 49,317 | $2.1M |
| Citadel Advisors | 0.00% | New | 45,335 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +8.6% | 33,987 | $1.5M |
| Bill Few Associates, Inc. | 0.33% | Reduce -5.0% | 32,430 | $1.4M |
| IFP Advisors, Inc | 0.03% | Reduce -2.6% | 28,267 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.4% | 28,174 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 28,078 | $1.2M |
| Core Wealth Advisors, Inc. | 0.29% | Add +34.4% | 27,961 | $1.2M |
| Davis Wealth Advisors, LLC | 0.85% | Add +36.7% | 23,642 | $1.0M |
| Harbour Investments, Inc. | 0.01% | Add +52.9% | 21,837 | $940K |
| Jane Street Group, LLC | 0.00% | Add +23.0% | 21,683 | $933K |
| Jones Financial Companies LLLP | 0.00% | Add +235.9% | 21,305 | $913K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +1.3% | 13,240 | $570K |
| FMR LLC | 0.00% | Add +42.9% | 11,297 | $486K |
| Trust Investment Advisors | 0.27% | No change | 10,800 | $465K |
| Kovack Advisors, Inc. | 0.02% | Reduce -6.4% | 10,602 | $456K |
| Clarity Asset Management, Inc. | 0.20% | New | 9,254 | $398K |
| Bank of Montreal | 0.00% | Add +574.4% | 9,246 | $398K |
| Arkadios Wealth Advisors | 0.01% | Add +11.6% | 9,151 | $394K |
| Janney Montgomery Scott LLC | 0.00% | New | 8,805 | $379K |
| Latitude Advisors, LLC | 0.17% | Reduce -5.8% | 8,444 | $363K |
| Royal Bank of Canada | 0.00% | Add +543.8% | 7,642 | $329K |
| Virtus Wealth Solutions LLC | 0.06% | Reduce -44.9% | 7,537 | $324K |
| LPL Financial LLC | 0.00% | Add +27.5% | 7,016 | $302K |
| Elevation Wealth Management LLC | 0.28% | Add +20.3% | 6,989 | $302K |
| Planning Directions Inc. | 0.14% | Add +1.0% | 6,646 | $286K |
| Foronjy Financial LLC | 0.12% | Reduce -0.0% | 6,606 | $284K |
| Integrated Advisors Network LLC | 0.01% | Add +1.0% | 5,162 | $222K |
| Wellington-Altus USA Inc. | 0.12% | New | 4,700 | $201K |
| Farther Finance Advisors, LLC | 0.00% | Add +279.5% | 4,345 | $187K |
| Advisory Services Network, LLC | 0.00% | New | 1,881 | $81K |
| Sound Income Strategies, LLC | 0.00% | Reduce -61.8% | 810 | $35K |
| AE Wealth Management LLC | 0.00% | Reduce -0.2% | 577 | $25K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 430 | $19K |
| GHP Investment Advisors, Inc. | 0.00% | New | 250 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 235 | $10K |
| Spire Wealth Management | 0.00% | Add +1278.6% | 193 | $8K |
| Ascentis Independent Advisors | 0.00% | New | 115 | $5K |
| Arax Advisory Partners | 0.00% | No change | 114 | $5K |
| Morgan Stanley | 0.00% | Add +65.1% | 71 | $3K |
| Register Financial Advisors LLC | 0.00% | New | 61 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.0% | 24 | $1K |
| Cordant, Inc. | 0.00% | New | 22 | $947 |
| Abound Wealth Management | 0.00% | New | 3 | $126 |
"% 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.