Public ownership evidence

Fidelity Investment Grade Bond ETF (FIGB) Ownership Disclosures

Read FIGB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Fidelity Investment Grade Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advyzon Investment Management, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
221,059
Value (USD)
$9,467,968
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001986152-26-000152
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FIGB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FIGB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Advyzon Investment Management, LLC2026-06-302026-08-15221,059$9,467,968None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,679$71,912None
OSAIC HOLDINGS, INC.2026-06-302026-08-15355,939$15,244,910None
JANE STREET GROUP, LLC2026-06-302026-08-1549,620$2,125,225None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1524,301$1,040,812None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,059$602,147None
Ancora Advisors LLC2026-06-302026-08-15235$10,065None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15377$16,147None
Davis Wealth Advisors, LLC2026-06-302026-08-1522,015$942,901None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1551,395$2,216,666None
ROYAL BANK OF CANADA2026-06-302026-08-158,631$370,000None
CITADEL ADVISORS LLC2026-06-302026-08-1540,652$1,741,125None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,704$329,962None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,577$324,523None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15161,501$6,917,088None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1513,748$588,827None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15295,025$12,635,921None
MORGAN STANLEY2026-06-302026-08-1457$2,477None
FMR LLC2026-06-302026-08-1413,283$568,922None
Heartland Bank & Trust Co2026-06-302026-08-13965$41,331None
Heartland Bank & Trust Co2026-06-302026-08-131,133,399$48,543,479None
Integrated Wealth Concepts LLC2026-06-302026-08-1324$1,020None
Cetera Investment Advisers2026-06-302026-08-1362,641$2,682,918None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13106$4,540None
BANK OF MONTREAL /CAN/2026-06-302026-08-139,331$399,643None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1319,807$848,334None
JPMORGAN CHASE & CO2026-06-302026-08-1336,029$1,550,251None
Peterson Wealth Advisors, LLC2026-06-302026-08-1213,388$573,399None
Private Wealth Asset Management, LLC2026-06-302026-08-12167$7,144None
Core Wealth Advisors, Inc.2026-06-302026-08-1232,660$1,398,828None
Allworth Financial LP2026-06-302026-08-120$1None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12460$19,685None
Arkadios Wealth Advisors2026-06-302026-08-116,735$288,448None
Arkadios Wealth Advisors2026-06-302026-08-111,859$79,611None
Arax Advisory Partners2026-06-302026-08-11114$4,883None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11770$32,648None
PLANNING DIRECTIONS INC2026-06-302026-08-116,712$287,479None
LPL Financial LLC2026-06-302026-08-089,531$408,213None
PNC Financial Services Group, Inc.2026-06-302026-08-0826,064$1,116,325None
Global Retirement Partners, LLC2026-06-302026-08-07469$20,084None
Janney Montgomery Scott LLC2026-06-302026-08-068,805$377,000None
Ascentis Independent Advisors2026-06-302026-08-05115$4,925None
Boston Partners2026-06-302026-08-0549,364$2,121,653None
AE Wealth Management LLC2026-06-302026-08-04577$24,712None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0472,888$3,121,804None
Clarity Retirement & Wealth, LLC2026-06-302026-07-31222,269$9,519,792None
Ascentis Independent Advisors2026-06-302026-07-31115$4,925None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3136,294$1,554,000None
Elevation Wealth Management LLC2026-06-302026-07-30595$25,573None
Elevation Wealth Management LLC2026-06-302026-07-306,739$289,642None

90-day public filing window, up to 50 source positions.

Advyzon Investment Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Ancora Advisors LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗Davis Wealth Advisors, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.