Who owns FIGB (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 13 added or opened and 4 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 10.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.8pp 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 2025-Q4 and 2026-Q1, across 56 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 2025-Q4 and 2026-Q1 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 3
- Heartland Bank & Trust Co$48M
- Advyzon Investment Management, LLC$8M
- CITADEL ADVISORS LLC$2M
Full exits 1
- FLOW TRADERS U.S. LLC$981K
Largest adds
- RAYMOND JAMES FINANCIAL INC$4M
- OSAIC HOLDINGS, INC.$4M
- Clarity Retirement & Wealth, LLC$652K
- JONES FINANCIAL COMPANIES LLLP$638K
- BANK OF MONTREAL /CAN/$338K
- HARBOUR INVESTMENTS, INC.$320K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Virtus Wealth Solutions LLC$269K
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 new | 1,114,630 | $48M | 32.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 290,645 | $13M | 8.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 285,193 | $12M | 8.4% | 2026-Q1 |
| Clarity Retirement & Wealth, LLC added | 209,172 | $9M | 6.1% | 2026-Q1 |
| Anson Capital, Inc. added | 205,210 | $9M | 6.0% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 174,633 | $8M | 5.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 71,402 | $3M | 2.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 71,366 | $3M | 2.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 64,818 | $3M | 1.9% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 57,090 | $2M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 56,753 | $2M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 50,525 | $2M | 1.5% | 2026-Q1 |
| Boston Partners added | 49,317 | $2M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 45,335 | $2M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 33,987 | $1M | 1.0% | 2026-Q1 |
| Bill Few Associates, Inc. trimmed | 32,430 | $1M | 1.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 28,267 | $1M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 28,174 | $1M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 28,078 | $1M | 0.8% | 2026-Q1 |
| Core Wealth Advisors, Inc. added | 27,961 | $1M | 0.8% | 2026-Q1 |
| Davis Wealth Advisors, LLC added | 23,642 | $1M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 21,837 | $940K | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,683 | $933K | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 21,305 | $913K | 0.6% | 2026-Q1 |
| Peterson Wealth Advisors, LLC added | 13,240 | $570K | 0.4% | 2026-Q1 |
| FMR LLC added | 11,297 | $486K | 0.3% | 2026-Q1 |
| Trust Investment Advisors | 10,800 | $465K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 10,602 | $456K | 0.3% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 9,254 | $398K | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 9,246 | $398K | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 9,151 | $394K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 8,805 | $379K | 0.3% | 2026-Q1 |
| Latitude Advisors, LLC trimmed | 8,444 | $363K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 7,642 | $329K | 0.2% | 2026-Q1 |
| Virtus Wealth Solutions LLC trimmed | 7,537 | $324K | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 7,016 | $302K | 0.2% | 2026-Q1 |
| Elevation Wealth Management LLC added | 6,989 | $302K | 0.2% | 2026-Q1 |
| PLANNING DIRECTIONS INC added | 6,646 | $286K | 0.2% | 2026-Q1 |
| FORONJY FINANCIAL LLC trimmed | 6,606 | $284K | 0.2% | 2026-Q1 |
| Integrated Advisors Network LLC added | 5,162 | $222K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,345 | $187K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC new | 1,881 | $81K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 810 | $35K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 577 | $25K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 430 | $19K | 0.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. new | 250 | $11K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC | 235 | $10K | 0.0% | 2026-Q1 |
| Spire Wealth Management added | 193 | $8K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 115 | $5K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 114 | $5K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 71 | $3K | 0.0% | 2026-Q1 |
| Register Financial Advisors LLC new | 61 | $3K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 24 | $1K | 0.0% | 2026-Q1 |
| Cordant, Inc. new | 22 | $947 | 0.0% | 2026-Q1 |
| Abound Wealth Management new | 3 | $126 | 0.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 0 | $1 | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 143,648 | $6M | 4.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 33,134 | $1M | 1.0% | 2025-Q2 stale |
| OmniStar Financial Group, Inc. trimmed | 22,782 | $984K | 0.7% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 22,582 | $981K | 0.7% | 2025-Q4 stale |
| NWAM LLC new | 6,943 | $306K | 0.2% | 2025-Q3 stale |
| AMERIFLEX GROUP, INC. added | 5,408 | $233K | 0.2% | 2025-Q2 stale |
| Cerity Partners LLC new | 4,696 | $204K | 0.1% | 2025-Q4 stale |
| MidAtlantic Capital Management, Inc. | 1,759 | $76K | 0.1% | 2025-Q4 stale |
| CWM, LLC | 685 | $29K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 460 | $20K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.