13F Insight
DOSSIER · 13F Holders · Q2 2026
FHEQ

FIDELITY GREENWOOD STREET TR

62 institutions still hold FIDELITY GREENWOOD STREET TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31624J745·62 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$757M
visible holders
Holders
62
filers reporting
Concentration
60.63%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

62 institutions reported FHEQ in Q2 2026. FMR LLC leads at 60.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$459M13.9M0.02%Q2 202602
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$63M1.9M0.21%Q2 202603
Southern Financial Group, LLC
CIK 0002140714
$35M1.1M8.98%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$35M1.1M0.03%Q2 202605
CGC Financial Services, LLC
CIK 0001992785
$29M882K6.53%Q2 202606
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$25M746K0.39%Q2 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$16M483K0.03%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M461K0.00%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M415K0.02%Q2 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$12M362K0.01%Q2 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$7M224K0.01%Q2 202612
HighTower Advisors, LLC
CIK 0001462245
$7M201K0.01%Q2 202613
Taylor Securities Services, Inc.
CIK 0002115182
$6M180K2.41%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$6M169K0.02%Q2 202615
Sunbelt Securities, Inc.
CIK 0001632932
$5M186K0.35%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M158K0.00%Q2 202617
LPL Financial LLC
CIK 0001403438
$5M155K0.00%Q2 202618
Aptus Capital Advisors, LLC
CIK 0001664193
$5M154K0.03%Q2 202619
Prime Capital Investment Advisors, LLC
CIK 0001731446
$5M151K0.05%Q2 202620
Anson Capital, Inc.
CIK 0001906003
$4M123K2.64%Q2 2026
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