Who owns FIGB
Which tracked institutional funds hold FIGB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIGB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FIGB is one-sided between 2026-Q1 and 2026-Q2: 12 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FIGB’s largest tracked holder by dollar value, Heartland Bank & Trust Co, sizes it at 10.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FIGB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 61 tracked filers holding FIGB, 39 increased or opened the position and 17 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FIGB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- BANK OF AMERICA CORP /DE/$13M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- TRUIST FINANCIAL CORP$657K
- SUMMIT WEALTH GROUP LLC / CO$634K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- OSAIC HOLDINGS, INC.$3M
- Advyzon Investment Management, LLC$2M
- JONES FINANCIAL COMPANIES LLLP$1M
- JANE STREET GROUP, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$947K
- Heartland Bank & Trust Co$611K
Largest trims
- RAYMOND JAMES FINANCIAL INC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Heartland Bank & Trust Co added | 1,134,364 | $49M | 29.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 357,618 | $15M | 9.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 295,025 | $13M | 7.7% | 2026-Q2 |
| Clarity Retirement & Wealth, LLC added | 222,269 | $10M | 5.8% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 221,059 | $9M | 5.8% | 2026-Q2 |
| Anson Capital, Inc. added | 219,198 | $9M | 5.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 182,826 | $8M | 4.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 75,566 | $3M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 72,888 | $3M | 1.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 69,944 | $3M | 1.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 68,303 | $3M | 1.8% | 2026-Q2 |
| Noble Wealth Management PBC added | 63,036 | $3M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 62,641 | $3M | 1.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 51,395 | $2M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 49,620 | $2M | 1.3% | 2026-Q2 |
| Boston Partners added | 49,364 | $2M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 40,652 | $2M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 38,360 | $2M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 36,029 | $2M | 1.0% | 2026-Q2 |
| IFP Advisors, Inc added | 33,862 | $1M | 0.9% | 2026-Q2 |
| Bill Few Associates, Inc. added | 33,323 | $1M | 0.9% | 2026-Q2 |
| Core Wealth Advisors, Inc. added | 32,660 | $1M | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 26,064 | $1M | 0.7% | 2026-Q2 |
| Davis Wealth Advisors, LLC trimmed | 22,015 | $943K | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 19,807 | $848K | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 15,332 | $657K | 0.4% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO new | 14,802 | $634K | 0.4% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 13,388 | $573K | 0.4% | 2026-Q2 |
| FMR LLC added | 13,283 | $569K | 0.3% | 2026-Q2 |
| Trust Investment Advisors | 10,800 | $463K | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 10,707 | $458K | 0.3% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 9,882 | $423K | 0.3% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 9,677 | $414K | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 9,531 | $408K | 0.3% | 2026-Q2 |
| Latitude Advisors, LLC added | 9,332 | $400K | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 9,331 | $400K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,631 | $370K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 8,594 | $368K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 7,704 | $330K | 0.2% | 2026-Q2 |
| Virtus Wealth Solutions LLC trimmed | 7,477 | $320K | 0.2% | 2026-Q2 |
| Elevation Wealth Management LLC added | 7,334 | $315K | 0.2% | 2026-Q2 |
| PLANNING DIRECTIONS INC added | 6,712 | $287K | 0.2% | 2026-Q2 |
| Aurdan Capital Management, LLC new | 5,487 | $235K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 4,345 | $186K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ new | 770 | $33K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 577 | $25K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 469 | $20K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 425 | $18K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 377 | $16K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 250 | $11K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 235 | $10K | 0.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 179 | $8K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC new | 167 | $7K | 0.0% | 2026-Q2 |
| Ascentis Independent Advisors | 115 | $5K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 114 | $5K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 106 | $5K | 0.0% | 2026-Q2 |
| Register Financial Advisors LLC | 61 | $3K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 57 | $2K | 0.0% | 2026-Q2 |
| Cordant, Inc. | 22 | $943 | 0.0% | 2026-Q2 |
| Abound Wealth Management trimmed | 1 | $40 | 0.0% | 2026-Q2 |
| Allworth Financial LP | 0 | $1 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 28,078 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 8,805 | $379K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Integrated Advisors Network LLC added | 5,162 | $222K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 1,881 | $81K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC trimmed | 810 | $35K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 22,582 | $981K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Cerity Partners LLC new | 4,696 | $204K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MidAtlantic Capital Management, Inc. | 1,759 | $76K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NWAM LLC new | 6,943 | $306K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 33,134 | $1M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| OmniStar Financial Group, Inc. trimmed | 22,782 | $984K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. added | 5,408 | $233K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.