FIGB Institutional Ownership
Fidelity Investment Grade Bond ETF
1W: -0.8%
1M: -3.1%
3M: -4.8%
YTD: -5.4%
1Y: -5.9%
3Y: +9.3%
5Y: -6.7%
$40.77
-0.13 (-0.32%)
Weekly Expected Move ±0.9%
$40
$40
$41
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FIGB
69
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
159M
Total Invested
12
New Positions
30
Increased
16
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (72 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Heartland Bank & Trust Co | 1,134,364 | $46M | +19,734 | +1.8% | 2Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 357,618 | $15M | +72,425 | +25.4% | 20Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE NEW | 295,025 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Clarity Retirement & Wealth, LLC | 222,269 | $9M | +13,097 | +6.3% | 3Q | SEC ↗ |
| 5 | Advyzon Investment Management, LLC | 221,059 | $9M | +46,426 | +26.6% | 2Q | SEC ↗ |
| 6 | Anson Capital, Inc. | 219,198 | $9M | +13,988 | +6.8% | 6Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 182,826 | $7M | -107,819 | -37.1% | 3Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 75,566 | $3M | +4,164 | +5.8% | 15Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 72,888 | $3M | +22,363 | +44.3% | 7Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 69,944 | $3M | -1,422 | -2.0% | 5Q | SEC ↗ |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 68,303 | $3M | +3,485 | +5.4% | 11Q | SEC ↗ |
| 12 | Noble Wealth Management PBC | 63,036 | $3M | +5,946 | +10.4% | 4Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 62,641 | $3M | +5,888 | +10.4% | 4Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 51,395 | $2M | +30,090 | +141.2% | 3Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 49,620 | $2M | +27,937 | +128.8% | 18Q | SEC ↗ |
| 16 | Boston Partners | 49,364 | $2M | +47 | +0.1% | 3Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 40,652 | $2M | -4,683 | -10.3% | 2Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 38,360 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 36,294 | $1M | +8,216 | +29.3% | 8Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 36,029 | $1M | +2,042 | +6.0% | 6Q | SEC ↗ |
| 21 | IFP Advisors, Inc | 33,862 | $1M | +5,595 | +19.8% | 6Q | SEC ↗ |
| 22 | Bill Few Associates, Inc. | 33,323 | $1M | +893 | +2.8% | 13Q | SEC ↗ |
| 23 | Core Wealth Advisors, Inc. | 32,660 | $1M | +4,699 | +16.8% | 5Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 26,064 | $1M | -2,110 | -7.5% | 9Q | SEC ↗ |
| 25 | Davis Wealth Advisors, LLC | 22,015 | $898K | -1,627 | -6.9% | 4Q | SEC ↗ |
| 26 | HARBOUR INVESTMENTS, INC. | 19,807 | $808K | -2,030 | -9.3% | 14Q | SEC ↗ |
| 27 | TRUIST FINANCIAL CORP NEW | 15,332 | $625K | — | +0.0% | 1Q | SEC ↗ |
| 28 | SUMMIT WEALTH GROUP LLC / CO NEW | 14,802 | $603K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Peterson Wealth Advisors, LLC | 13,388 | $546K | +148 | +1.1% | 9Q | SEC ↗ |
| 30 | FMR LLC | 13,283 | $542K | +1,986 | +17.6% | 9Q | SEC ↗ |
| 31 | Trust Investment Advisors | 10,800 | $440K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Kovack Advisors, Inc. | 10,707 | $437K | +105 | +1.0% | 10Q | SEC ↗ |
| 33 | Clarity Asset Management, Inc. | 9,882 | $403K | +628 | +6.8% | 2Q | SEC ↗ |
| 34 | FORONJY FINANCIAL LLC | 9,677 | $395K | +3,071 | +46.5% | 5Q | SEC ↗ |
| 35 | LPL Financial LLC | 9,531 | $389K | +2,515 | +35.8% | 3Q | SEC ↗ |
| 36 | Latitude Advisors, LLC | 9,332 | $380K | +888 | +10.5% | 5Q | SEC ↗ |
| 37 | BANK OF MONTREAL /CAN | 9,331 | $380K | +85 | +0.9% | 9Q | SEC ↗ |
| 38 | Janney Montgomery Scott LLC | 8,805 | $359K | — | +0.0% | 2Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 8,631 | $352K | +989 | +12.9% | 3Q | SEC ↗ |
| 40 | Arkadios Wealth Advisors | 8,594 | $350K | -557 | -6.1% | 4Q | SEC ↗ |
| 41 | GOLDMAN SACHS GROUP INC NEW | 7,704 | $314K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Virtus Wealth Solutions LLC | 7,477 | $305K | -60 | -0.8% | 7Q | SEC ↗ |
| 43 | Elevation Wealth Management LLC | 7,334 | $299K | +345 | +4.9% | 3Q | SEC ↗ |
| 44 | PLANNING DIRECTIONS INC | 6,712 | $274K | +66 | +1.0% | 4Q | SEC ↗ |
| 45 | Aurdan Capital Management, LLC NEW | 5,487 | $224K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Farther Finance Advisors, LLC | 4,345 | $177K | — | +0.0% | 4Q | SEC ↗ |
| 47 | NATIONAL BANK OF CANADA /FI NEW | 770 | $31K | — | +0.0% | 1Q | SEC ↗ |
| 48 | AE Wealth Management LLC | 577 | $24K | — | +0.0% | 5Q | SEC ↗ |
| 49 | Global Retirement Partners, LLC NEW | 469 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV NEW | 460 | $19K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 295,025 | $12M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 38,360 | $2M |
| TRUIST FINANCIAL CORP | 15,332 | $625K |
| SUMMIT WEALTH GROUP LLC / CO | 14,802 | $603K |
| GOLDMAN SACHS GROUP INC | 7,704 | $314K |
| Aurdan Capital Management, LLC | 5,487 | $224K |
| NATIONAL BANK OF CANADA /FI | 770 | $31K |
| Global Retirement Partners, LLC | 469 | $19K |
| MERCER GLOBAL ADVISORS INC /ADV | 460 | $19K |
| FIDUCIARY FINANCIAL ADVISORS | 377 | $15K |
| Private Wealth Asset Management, LL | 167 | $7K |
| Integrated Wealth Concepts LLC | 24 | $1K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 22,582 | $921K |
| Integrated Advisors Network LLC | 5,162 | $210K |
| WELLINGTON-ALTUS USA INC. | 4,700 | $192K |
| Cerity Partners LLC | 4,696 | $191K |
| Advisory Services Network, LLC | 1,881 | $77K |
| MidAtlantic Capital Management, Inc | 1,759 | $72K |
| Sound Income Strategies, LLC | 810 | $33K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +72,425 | +25.4% | 357,618 |
| Advyzon Investment Management, LLC | +46,426 | +26.6% | 221,059 |
| JONES FINANCIAL COMPANIES LLLP | +30,090 | +141.2% | 51,395 |
| JANE STREET GROUP, LLC | +27,937 | +128.8% | 49,620 |
| ENVESTNET ASSET MANAGEMENT INC | +22,363 | +44.3% | 72,888 |
| Heartland Bank & Trust Co | +19,734 | +1.8% | 1,134,364 |
| Anson Capital, Inc. | +13,988 | +6.8% | 219,198 |
| Clarity Retirement & Wealth, LLC | +13,097 | +6.3% | 222,269 |
| Cambridge Investment Research Advis | +8,216 | +29.3% | 36,294 |
| Noble Wealth Management PBC | +5,946 | +10.4% | 63,036 |
| Cetera Investment Advisers | +5,888 | +10.4% | 62,641 |
| IFP Advisors, Inc | +5,595 | +19.8% | 33,862 |
| Core Wealth Advisors, Inc. | +4,699 | +16.8% | 32,660 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,164 | +5.8% | 75,566 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +3,485 | +5.4% | 68,303 |
| FORONJY FINANCIAL LLC | +3,071 | +46.5% | 9,677 |
| LPL Financial LLC | +2,515 | +35.8% | 9,531 |
| JPMORGAN CHASE & CO | +2,042 | +6.0% | 36,029 |
| FMR LLC | +1,986 | +17.6% | 13,283 |
| ROYAL BANK OF CANADA | +989 | +12.9% | 8,631 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -107,819 | -37.1% | 182,826 |
| CITADEL ADVISORS LLC | -4,683 | -10.3% | 40,652 |
| PNC Financial Services Group, Inc. | -2,110 | -7.5% | 26,064 |
| HARBOUR INVESTMENTS, INC. | -2,030 | -9.3% | 19,807 |
| Davis Wealth Advisors, LLC | -1,627 | -6.9% | 22,015 |
| Kestra Advisory Services, LLC | -1,422 | -2.0% | 69,944 |
| Arkadios Wealth Advisors | -557 | -6.1% | 8,594 |
| Virtus Wealth Solutions LLC | -60 | -0.8% | 7,477 |
| Spire Wealth Management | -14 | -7.3% | 179 |
| MORGAN STANLEY | -14 | -19.7% | 57 |
| DHJJ Financial Advisors, Ltd. | -5 | -1.2% | 425 |
| Abound Wealth Management | -2 | -66.7% | 1 |