| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ALBION FINANCIAL GROUP /UT | 19 | 19 | 0.14% | 0.23% | 0.27% | Q1 2016 | Q3 2020 | 19 |
| Private Capital Advisors, Inc. | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
| HEADINVEST, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 4 |
| Summit Global Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 2 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Dorsey Wright & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
| Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
This page lists all the filers that currently own Fidelity Investment Grade or have owned Fidelity Investment Grade in the past.