DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

FHEQ

FIDELITY GREENWOOD STREET TR

55 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 31624J745·55 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 1.2%

vs prior quarter

13F value held

$676M

75.0% inst. owned

of float

Holders

55

+32 QoQ

filers reporting

Activity

+8 / −39

+861 added · −742 reduced

this quarter

Concentration

72.91%

FMR LLC #1

top holder share

AI Holders Summary · Q1 2026

55 institutions reported FHEQ in Q1 2026. FMR LLC leads at 72.9% of the visible book. +32 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

$493M16.8M0.03%Q1 2026 02

KEYBANK NATIONAL ASSOCIATION/OH

$51M1.7M0.19%Q1 2026 03

STIFEL FINANCIAL CORP

$15M503K0.01%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

$14M469K0.00%Q1 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

$14M465K0.02%Q1 2026 06

Cetera Investment Advisers

$12M424K0.01%Q1 2026 07

MML INVESTORS SERVICES, LLC

$12M413K0.03%Q1 2026 08

GREAT VALLEY ADVISOR GROUP, INC.

$11M371K0.20%Q1 2026 09

TRUIST FINANCIAL CORP

$7M242K0.01%Q1 2026 10

Sunbelt Securities, Inc.

$5M186K0.35%Q1 2026 11

$5M175K0.00%Q1 2026 12

Kestra Advisory Services, LLC

$5M166K0.02%Q1 2026 13

HighTower Advisors, LLC

$5M162K0.01%Q1 2026 14

Taylor Securities Services, Inc.

$5M156K2.14%Q1 2026 15

Aptus Capital Advisors, LLC

$4M152K0.04%Q1 2026 16

RAYMOND JAMES FINANCIAL INC

$4M145K0.00%Q1 2026 17

Wealth Quarterback LLC

$4M125K1.44%Q1 2026 18

Anson Capital, Inc.

$4M125K2.51%Q1 2026 19

Prime Capital Investment Advisors, LLC

$4M121K0.04%Q1 2026 20

CFO CAPITAL MANAGEMENT LLC

$3M103K2.49%Q1 2026

Page 1 of 3

35 more holders available. Log in →