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

FIDELITY GREENWOOD STREET TR

57 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 31624J729·57 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$92M
visible holders
Holders
57
filers reporting
Concentration
21.94%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

57 institutions reported FYEE in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 21.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M702K0.03%Q2 202602
LPL Financial LLC
CIK 0001403438
$14M486K0.00%Q2 202603
Advisory Resource Group
CIK 0001764968
$8M292K1.27%Q2 202604
Concurrent Investment Advisors, LLC
CIK 0002001015
$7M240K0.06%Q2 202605
Sentinel Advisory Group, LLC
CIK 0002118181
$6M210K2.47%Q2 202606
Bleakley Financial Group, LLC
CIK 0001936953
$5M190K0.07%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$5M161K0.00%Q2 202608
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$4M140K0.04%Q2 202609
TBH Global Asset Management, LLC
CIK 0001787125
$3M104K0.55%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M98K0.01%Q1 202611
Boston Partners
CIK 0001386060
$2M82K0.00%Q2 202612
Aptus Capital Advisors, LLC
CIK 0001664193
$2M78K0.02%Q2 202613
NewEdge Advisors, LLC
CIK 0001633516
$2M70K0.01%Q2 202614
San Luis Wealth Advisors LLC
CIK 0001844709
$2M69K0.30%Q2 202615
RESOLUTE CAPITAL, LLC
CIK 0002069920
$2M59K0.59%Q2 202616
WEALTH EFFECTS LLC
CIK 0001907254
$2M54K0.42%Q2 202617
Traynor Capital Management, Inc.
CIK 0001666786
$1M52K0.07%Q2 202618
Mission Financial Group, LLC
CIK 0002113810
$1M41K0.98%Q2 202619
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$1M39K0.16%Q2 202620
Summit Wealth Partners, LLC
CIK 0002033312
$1M38K0.16%Q2 2026
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