13F Insight
DOSSIER · 13F Holders · Q1 2026
FHEQ

FIDELITY GREENWOOD STREET TR

56 institutions still hold FIDELITY GREENWOOD STREET TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31624J745·56 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$734M
visible holders
Holders
56
filers reporting
Concentration
67.18%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

56 institutions reported FHEQ in Q1 2026. FMR LLC leads at 67.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$493M16.8M0.03%Q1 202602
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$51M1.7M0.19%Q1 202603
Southern Financial Group, LLC
CIK 0002140714
$35M1.1M8.98%Q2 202604
CGC Financial Services, LLC
CIK 0001992785
$29M882K6.53%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$15M503K0.01%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M469K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M465K0.02%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$12M424K0.01%Q1 202609
MML INVESTORS SERVICES, LLC
CIK 0000701059
$12M413K0.03%Q1 202610
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$11M371K0.20%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$7M242K0.01%Q1 202612
Sunbelt Securities, Inc.
CIK 0001632932
$5M186K0.35%Q1 202613
MORGAN STANLEY
CIK 0000895421
$5M175K0.00%Q1 202614
Kestra Advisory Services, LLC
CIK 0001830819
$5M166K0.02%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$5M162K0.01%Q1 202616
Taylor Securities Services, Inc.
CIK 0002115182
$5M156K2.14%Q1 202617
Aptus Capital Advisors, LLC
CIK 0001664193
$4M152K0.04%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M145K0.00%Q1 202619
Wealth Quarterback LLC
CIK 0001803386
$4M125K1.44%Q1 202620
Anson Capital, Inc.
CIK 0001906003
$4M125K2.51%Q1 2026
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