13F Insight
DOSSIER · 13F Holders · Q3 2026
FHEQ

FIDELITY GREENWOOD STREET TR

70 institutions still hold FIDELITY GREENWOOD STREET TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31624J745·70 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$812M
visible holders
Holders
70
filers reporting
Concentration
57.82%
FMR LLC #1
top holder share
AI Holders Summary · Q3 2026

70 institutions reported FHEQ in Q3 2026. FMR LLC leads at 57.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$469M13.9M0.02%Q3 202602
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$71M2.1M0.23%Q3 202603
Cetera Investment Advisers
CIK 0001666741
$35M1.1M0.03%Q2 202604
Southern Financial Group, LLC
CIK 0002140714
$33M984K9.04%Q3 202605
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$31M911K0.05%Q3 202606
CGC Financial Services, LLC
CIK 0001992785
$30M898K6.71%Q3 202607
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$26M770K0.38%Q3 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$16M483K0.03%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M461K0.00%Q2 202610
LPL Financial LLC
CIK 0001403438
$14M428K0.00%Q3 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M399K0.02%Q3 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$12M362K0.01%Q2 202613
HighTower Advisors, LLC
CIK 0001462245
$7M206K0.01%Q3 202614
Taylor Securities Services, Inc.
CIK 0002115182
$6M191K2.57%Q3 202615
Kestra Advisory Services, LLC
CIK 0001830819
$6M182K0.02%Q3 202616
Prime Capital Investment Advisors, LLC
CIK 0001731446
$6M178K0.06%Q3 202617
Sunbelt Securities, Inc.
CIK 0001632932
$5M186K0.35%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M158K0.00%Q2 202619
Aptus Capital Advisors, LLC
CIK 0001664193
$5M154K0.03%Q2 202620
OmniStar Financial Group, Inc.
CIK 0001698777
$4M125K1.83%Q3 2026
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