Funds holding Fidelity Investment Grade Bond
ISIN US3161886060 · United States · LEI 549300X4MUYWBSV82480
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 68.7K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Prospera Income ETF Thrive Series Trust | 1,597 | 68.7K $ | 1.50 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Prospera Income ETF Thrive Series Trust | 1.50 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 1,597 | +59.7 % |
| 2026Q1 | 1 | 1,000 |
Institutional managers
56 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Heartland Bank & Trust Co | 1,114,630 | 48M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 290,645 | 12.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 285,193 | 12.3M $ | as of Mar 31, 2026 |
| Clarity Retirement & Wealth, LLC | 209,172 | 9M $ | as of Mar 31, 2026 |
| Anson Capital, Inc. | 205,210 | 8.8M $ | as of Mar 31, 2026 |
| Advyzon Investment Management, LLC | 174,633 | 7.5M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 71,402 | 3.1M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 71,366 | 3.1M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 64,818 | 2.8M $ | as of Mar 31, 2026 |
| Noble Wealth Management PBC | 57,090 | 2.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 56,753 | 2.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 50,525 | 2.2M $ | as of Mar 31, 2026 |
| Boston Partners | 49,317 | 2.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 45,335 | 2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 33,987 | 1.5M $ | as of Mar 31, 2026 |
| Bill Few Associates, Inc. | 32,430 | 1.4M $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 28,267 | 1.2M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 28,174 | 1.2M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 28,078 | 1.2K $ | as of Mar 31, 2026 |
| Core Wealth Advisors, Inc. | 27,961 | 1.2M $ | as of Mar 31, 2026 |
| Davis Wealth Advisors, LLC | 23,642 | 1M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 21,837 | 939.9K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 21,683 | 933.2K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 21,305 | 913.1K $ | as of Mar 31, 2026 |
| Peterson Wealth Advisors, LLC | 13,240 | 569.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Fidelity Investment Grade Bond". https://titelia.com/en/stocks/fidelity-investment-grade-bond-US3161886060