FIDELITY GREENWOOD STREET TR (FBUF)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
13
Reporting holders
$4.5M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | $1.2M | 36,965 | 0.37% | 3q | +76.3%+$516.1K |
| RAYMOND JAMES FINANCIAL INC | $673.8K | 20,880 | 0.00% | 3q | +19.4%+$109.7K |
| OLD MISSION CAPITAL LLC | $474.5K | 14,704 | 0.01% | 3q | +1.4%+$6.7K |
| RFG Advisory, LLC | $471.7K | 14,616 | 0.01% | 4q | +10.4%+$44.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $453.4K | 14,049 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $323.6K | 10,027 | 0.00% | 3q | -39.1%-$207.7K |
| Kestra Advisory Services, LLC | $262.3K | 8,129 | 0.00% | 3q | HELD |
| Kestra Investment Management, LLC | $250.2K | 7,754 | 0.00% | 3q | -45.4%-$207.7K |
| Portfolio Strategies, Inc. | $229.6K | 7,115 | 0.02% | new | NEW |
| BANK OF MONTREAL /CAN/ | $106.5K | 3,300 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $19.6K | 607 | 0.00% | 5q | +197.5%+$13.0K |
| UBS Group AG | $10.0K | 311 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $483 | 14,970 | 0.00% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $130 | 4 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | $4.5M | 138,461 | 4 | 5 | 2 | 0.0% |
| Q1 2026 | 12 | $5.5M | 183,931 | 1 | 4 | 5 | 0.0% |
| Q4 2025 | 12 | $7.8M | 251,094 | 6 | 2 | 1 | 0.0% |
| Q3 2025 | 8 | $2.5M | 84,835 | 4 | 1 | 0 | 0.0% |
| Q2 2025 | 5 | $2.9M | 102,096 | 1 | 1 | 1 | 0.0% |
| Q1 2025 | 6 | $2.6M | 98,263 | 2 | 3 | 1 | 0.0% |
| Q4 2024 | 5 | $4.2M | 154,166 | 2 | 0 | 3 | 0.0% |
| Q3 2024 | 4 | $3.6M | 147,751 | 1 | 1 | 2 | 0.0% |
| Q2 2024 | 3 | $4.5M | 176,383 | 3 | 0 | 0 | 0.0% |