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Fidelity Invest GRD BND ETF (FIGB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Clarity Retirement & Wealth, LLC
INCREASED
Shares232,404 from 222,269
Change+10,135 (+5%)
Value$9.5M (-$60.9K)
Filed 2026-11-04
Anson Capital, Inc.
INCREASED
Shares225,389 from 219,198
Change+6,191 (+3%)
Value$9.2M (-$214.9K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares96,598 from 75,566
Change+21,032 (+28%)
Value$3.9M (+$695.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares72,620 from 69,944
Change+2,676 (+4%)
Value$3.0M (-$40.1K)
Filed 2026-11-02
Noble Wealth Management PBC
DECREASED
Shares62,845 from 63,036
Change-191 (0%)
Value$2.6M (-$142.0K)
Filed 2026-10-01
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares35,846 from 36,294
Change-448 (-1%)
Value$1.5M (-$95.0K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares34,277 from 33,862
Change+415 (+1%)
Value$1.4M (-$55.2K)
Filed 2026-10-16
Bill Few Associates, Inc.
DECREASED
Shares31,008 from 33,323
Change-2,315 (-7%)
Value$1.3M (-$165.2K)
Filed 2026-10-09
PNC Financial Services Group, Inc.
INCREASED
Shares27,805 from 26,064
Change+1,741 (+7%)
Value$1.1M (+$15.4K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares16,601 from 15,332
Change+1,269 (+8%)
Value$675.7K (+$19.0K)
Filed 2026-10-30
Elevation Wealth Management LLC
INCREASED
Shares11,436 from 7,334
Change+4,102 (+56%)
Value$467.2K (+$152.0K)
Filed 2026-11-02
Peterson Wealth Advisors, LLC
DECREASED
Shares10,819 from 13,388
Change-2,569 (-19%)
Value$440.3K (-$133.1K)
Filed 2026-10-08
Trust Investment Advisors
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$439.6K (-$23.0K)
Filed 2026-10-20
Foronjy Financial LLC
INCREASED
Shares10,345 from 9,677
Change+668 (+7%)
Value$421.0K (+$6.6K)
Filed 2026-10-14
Latitude Advisors, LLC
INCREASED
Shares9,583 from 9,332
Change+251 (+3%)
Value$390.0K (-$9.6K)
Filed 2026-10-27
Clarity Asset Management, Inc.
DECREASED
Shares9,398 from 9,882
Change-484 (-5%)
Value$382.5K (-$40.7K)
Filed 2026-10-14
LPL Financial LLC
DECREASED
Shares8,872 from 9,531
Change-659 (-7%)
Value$361.1K (-$47.1K)
Filed 2026-11-06
Virtus Wealth Solutions LLC
INCREASED
Shares7,858 from 7,477
Change+381 (+5%)
Value$319.8K (-$423)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares5,715
Change+5,715
Value$232.6K
Filed 2026-10-29
Silverlake Wealth Management LLC
NEW
Shares5,046
Change+5,046
Value$205.4K
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares4,826 from 4,345
Change+481 (+11%)
Value$196.4K (+$10.3K)
Filed 2026-10-08
Spire Wealth Management
INCREASED
Shares2,373 from 179
Change+2,194 (+1226%)
Value$96.6K (+$88.9K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
NEW
Shares2,000
Change+2,000
Value$81.4K
Filed 2026-11-05
Nfsg Corp
NEW
Shares1,758
Change+1,758
Value$71.6K
Filed 2026-10-15
Fifth Third Bancorp
NEW
Shares1,489
Change+1,489
Value$60.6K
Filed 2026-11-05
Financially Speaking Inc
NEW
Shares1,170
Change+1,170
Value$47.6K
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$17.3K (-$905)
Filed 2026-10-23
First Financial Corp
NEW
Shares348
Change+348
Value$14.2K
Filed 2026-10-13
Ascentis Independent Advisors
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$4.7K (-$245)
Filed 2026-11-03
Register Financial Advisors LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.5K (-$130)
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares28
Change+28
Value$1.1K
Filed 2026-10-23
Abound Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$38 (-$2)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 68,303
Change-68,303 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-13
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 14,802
Change-14,802 (-100%)
Value$0 (-$634.0K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-11-06
Heartland Bank & Trust Co
N/A
Shares— from 1,134,364
Change-1,134,364 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 357,618
Change-357,618 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 295,025
Change-295,025 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 221,059
Change-221,059 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 182,826
Change-182,826 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 72,888
Change-72,888 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 62,641
Change-62,641 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 51,395
Change-51,395 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 49,620
Change-49,620 (-100%)
Value—
Boston Partners
N/A
Shares— from 49,364
Change-49,364 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,652
Change-40,652 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,360
Change-38,360 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 36,029
Change-36,029 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 32,660
Change-32,660 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 22,015
Change-22,015 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,807
Change-19,807 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,283
Change-13,283 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,331
Change-9,331 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,594
Change-8,594 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 5,487
Change-5,487 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 770
Change-770 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 377
Change-377 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 235
Change-235 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 114
Change-114 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 106
Change-106 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 57
Change-57 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Status
Clarity Retirement & Wealth, LLC
INCREASED232,404222,269+10,135+5%$9.5M$9.5M-$60.9K2026-11-04
Anson Capital, Inc.
INCREASED225,389219,198+6,191+3%$9.4M$9.2M-$214.9K2026-10-23
Commonwealth Equity Services, LLC
INCREASED96,59875,566+21,032+28%$3.2M$3.9M+$695.0K2026-11-02
Kestra Advisory Services, LLC
INCREASED72,62069,944+2,676+4%$3.0M$3.0M-$40.1K2026-11-02
Noble Wealth Management PBC
DECREASED62,84563,036-1910%$2.7M$2.6M-$142.0K2026-10-01
Cambridge Investment Research Advisors, Inc.
DECREASED35,84636,294-448-1%$1.6M$1.5M-$95.0K2026-11-02
IFP Advisors, Inc
INCREASED34,27733,862+415+1%$1.5M$1.4M-$55.2K2026-10-16
Bill Few Associates, Inc.
DECREASED31,00833,323-2,315-7%$1.4M$1.3M-$165.2K2026-10-09
PNC Financial Services Group, Inc.
INCREASED27,80526,064+1,741+7%$1.1M$1.1M+$15.4K2026-11-06
Truist Financial Corp
INCREASED16,60115,332+1,269+8%$656.7K$675.7K+$19.0K2026-10-30
Elevation Wealth Management LLC
INCREASED11,4367,334+4,102+56%$315.2K$467.2K+$152.0K2026-11-02
Peterson Wealth Advisors, LLC
DECREASED10,81913,388-2,569-19%$573.4K$440.3K-$133.1K2026-10-08
Trust Investment Advisors
UNCHANGED10,80010,80000%$462.6K$439.6K-$23.0K2026-10-20
Foronjy Financial LLC
INCREASED10,3459,677+668+7%$414.5K$421.0K+$6.6K2026-10-14
Latitude Advisors, LLC
INCREASED9,5839,332+251+3%$399.7K$390.0K-$9.6K2026-10-27
Clarity Asset Management, Inc.
DECREASED9,3989,882-484-5%$423.3K$382.5K-$40.7K2026-10-14
LPL Financial LLC
DECREASED8,8729,531-659-7%$408.2K$361.1K-$47.1K2026-11-06
Virtus Wealth Solutions LLC
INCREASED7,8587,477+381+5%$320.2K$319.8K-$4232026-11-03
Signature Equity Partners, LLC
NEW5,715—+5,715——$232.6K—2026-10-29
Silverlake Wealth Management LLC
NEW5,046—+5,046——$205.4K—2026-10-21
Farther Finance Advisors, LLC
INCREASED4,8264,345+481+11%$186.1K$196.4K+$10.3K2026-10-08
Spire Wealth Management
INCREASED2,373179+2,194+1226%$7.7K$96.6K+$88.9K2026-10-30
MidAtlantic Capital Management, Inc.
NEW2,000—+2,000——$81.4K—2026-11-05
Nfsg Corp
NEW1,758—+1,758——$71.6K—2026-10-15
Fifth Third Bancorp
NEW1,489—+1,489——$60.6K—2026-11-05
Financially Speaking Inc
NEW1,170—+1,170——$47.6K—2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED42542500%$18.2K$17.3K-$9052026-10-23
First Financial Corp
NEW348—+348——$14.2K—2026-10-13
Ascentis Independent Advisors
UNCHANGED11511500%$4.9K$4.7K-$2452026-11-03
Register Financial Advisors LLC
UNCHANGED616100%$2.6K$2.5K-$1302026-10-23
Mainstream Capital Management LLC
NEW28—+28——$1.1K—2026-10-23
Abound Wealth Management
UNCHANGED1100%$40$38-$22026-10-26
Wealth Enhancement Advisory Services, LLC
CLOSED068,303-68,303-100%$2.9M$0-$2.9M2026-10-13
Summit Wealth Group LLC / Co
CLOSED014,802-14,802-100%$634.0K$0-$634.0K2026-10-29
GHP Investment Advisors, Inc.
CLOSED0250-250-100%$10.7K$0-$10.7K2026-10-15
Allworth Financial LP
UNCHANGED000—$1$1$02026-11-06
Heartland Bank & Trust Co
N/A—1,134,364-1,134,364-100%$48.6M———
Osaic Holdings, Inc.
N/A—357,618-357,618-100%$15.3M———
Bank of America Corp
N/A—295,025-295,025-100%$12.6M———
Advyzon Investment Management, LLC
N/A—221,059-221,059-100%$9.5M———
Raymond James Financial Inc
N/A—182,826-182,826-100%$7.8M———
Envestnet Asset Management Inc
N/A—72,888-72,888-100%$3.1M———
Cetera Investment Advisers
N/A—62,641-62,641-100%$2.7M———
Jones Financial Companies Lllp
N/A—51,395-51,395-100%$2.2M———
Jane Street Group, LLC
N/A—49,620-49,620-100%$2.1M———
Boston Partners
N/A—49,364-49,364-100%$2.1M———
Citadel Advisors LLC
N/A—40,652-40,652-100%$1.7M———
Susquehanna International Group, LLP
N/A—38,360-38,360-100%$1.6M———
JPMorgan Chase & Co
N/A—36,029-36,029-100%$1.6M———
Core Wealth Advisors, Inc.
N/A—32,660-32,660-100%$1.4M———
Davis Wealth Advisors, LLC
N/A—22,015-22,015-100%$942.9K———
Harbour Investments, Inc.
N/A—19,807-19,807-100%$848.3K———
FMR LLC
N/A—13,283-13,283-100%$568.9K———
Kovack Advisors, Inc.
N/A—10,707-10,707-100%$457.8K———
Bank of Montreal
N/A—9,331-9,331-100%$399.6K———
Janney Montgomery Scott LLC
N/A—8,805-8,805-100%$377.0K———
Royal Bank of Canada
N/A—8,631-8,631-100%$370.0K———
Arkadios Wealth Advisors
N/A—8,594-8,594-100%$368.1K———
Goldman Sachs Group Inc
N/A—7,704-7,704-100%$330.0K———
Planning Directions Inc
N/A—6,712-6,712-100%$287.5K———
Aurdan Capital Management, LLC
N/A—5,487-5,487-100%$235.0K———
National Bank of Canada
N/A—770-770-100%$32.6K———
AE Wealth Management LLC
N/A—577-577-100%$24.7K———
Global Retirement Partners, LLC
N/A—469-469-100%$20.1K———
Fiduciary Financial Advisors
N/A—377-377-100%$16.1K———
Ancora Advisors LLCA
N/A—235-235-100%$10.1K———
Private Wealth Asset Management, LLC
N/A—167-167-100%$7.1K———
Arax Advisory Partners
N/A—114-114-100%$4.9K———
Northwestern Mutual Wealth Management Co
N/A—106-106-100%$4.5K———
Morgan Stanley
N/A—57-57-100%$2.5K———
Cordant, Inc.
N/A—22-22-100%$943———
Showing 71 of 71 institutions