FIDELITY GREENWOOD STREET TR (FHEQ)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
59
Reporting holders
$779.1M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| FMR LLC | $459.1M | 13,942,392 | 0.02% | 9q | -16.8%-$92.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | $62.6M | 1,899,530 | 0.21% | 3q | +10.1%+$5.7M |
| Southern Financial Group, LLC | $35.2M | 1,068,694 | 8.98% | new | FIRST |
| Cetera Investment Advisers | $34.7M | 1,054,378 | 0.03% | 4q | +148.4%+$20.7M |
| CGC Financial Services, LLC | $29.1M | 882,395 | 6.53% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $24.6M | 745,968 | 0.39% | 3q | +100.9%+$12.3M |
| MML INVESTORS SERVICES, LLC | $15.9M | 482,669 | 0.03% | 4q | +16.8%+$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $15.2M | 461,134 | 0.00% | 4q | -1.6%-$254.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 415,196 | 0.02% | 8q | -10.7%-$1.6M |
| STIFEL FINANCIAL CORP | $11.9M | 362,171 | 0.01% | 4q | -27.9%-$4.6M |
| TRUIST FINANCIAL CORP | $7.4M | 223,537 | 0.01% | 4q | -7.5%-$597.1K |
| HighTower Advisors, LLC | $6.6M | 200,795 | 0.01% | 3q | +24.2%+$1.3M |
| Taylor Securities Services, Inc. | $5.9M | 179,736 | 2.41% | 3q | +15.2%+$782.8K |
| Kestra Advisory Services, LLC | $5.6M | 168,610 | 0.02% | 5q | +1.5%+$83.6K |
| RAYMOND JAMES FINANCIAL INC | $5.2M | 157,649 | 0.00% | 3q | +8.9%+$422.9K |
| LPL Financial LLC | $5.1M | 154,574 | 0.00% | 2q | +1289.2%+$4.7M |
| Aptus Capital Advisors, LLC | $5.1M | 154,258 | 0.03% | 3q | +1.5%+$75.5K |
| Prime Capital Investment Advisors, LLC | $5.0M | 150,778 | 0.05% | 3q | +24.1%+$964.7K |
| Anson Capital, Inc. | $4.1M | 123,211 | 2.64% | 6q | -1.0%-$42.4K |
| OSAIC HOLDINGS, INC. | $3.3M | 99,737 | 0.00% | 5q | +15.6%+$443.5K |
| OmniStar Financial Group, Inc. | $2.9M | 86,816 | 1.32% | 2q | +5.4%+$145.6K |
| MONECO ADVISORS, LLC | $2.3M | 70,041 | 0.14% | new | NEW |
| InTrack Investment Management Inc | $1.9M | 58,874 | 0.96% | 5q | -13.4%-$299.1K |
| Summit Wealth Partners, LLC | $1.9M | 58,449 | 0.27% | 3q | +259.5%+$1.4M |
| Global Trust Asset Management, LLC | $1.2M | 35,834 | 0.37% | 3q | +79.7%+$523.3K |
| Koshinski Asset Management, Inc. | $1.1M | 34,699 | 0.06% | 3q | HELD |
| CRA Financial Services, LLC | $1.1M | 32,660 | 0.12% | 4q | -4.5%-$51.0K |
| HARBOUR INVESTMENTS, INC. | $1.1M | 32,479 | 0.01% | 2q | +2.0%+$20.8K |
| OLD MISSION CAPITAL LLC | $1.0M | 30,552 | 0.02% | new | NEW |
| Grant Private Wealth Management Inc | $966.5K | 29,350 | 0.41% | 4q | -15.1%-$171.2K |
| Signature Wealth Management Partners, LLC | $884.4K | 26,857 | 0.41% | 3q | +30.8%+$208.3K |
| Brookstone Capital Management | $786.9K | 23,898 | 0.01% | 3q | +7.6%+$55.7K |
| Ameritas Advisory Services, LLC | $763.4K | 23,183 | 0.02% | new | NEW |
| Madison Wealth Partners, Inc | $689.4K | 20,935 | 0.09% | 5q | +12.6%+$77.3K |
| Peterson Wealth Advisors, LLC | $676.6K | 20,545 | 0.08% | 6q | -2.9%-$19.9K |
| Fifth Third Securities, Inc. | $510.5K | 15,502 | 0.03% | new | NEW |
| COURIER CAPITAL LLC | $389.2K | 11,818 | 0.02% | 3q | HELD |
| Mutual Advisors, LLC | $366.5K | 11,129 | 0.01% | 4q | HELD |
| Delta Investment Management, LLC | $364.3K | 11,064 | 0.06% | 2q | HELD |
| B. Riley Wealth Advisors, Inc. | $327.7K | 10,000 | 0.02% | 5q | HELD |
| Beacon Pointe Advisors, LLC | $319.2K | 9,693 | 0.00% | new | NEW |
| MBL Wealth, LLC | $315.3K | 9,575 | 0.02% | new | NEW |
| Elser Financial Planning, Inc | $312.3K | 9,484 | 0.01% | 2q | HELD |
| Breakwater Capital Group | $270.9K | 8,226 | 0.03% | 6q | -7.9%-$23.2K |
| ROYAL BANK OF CANADA | $261.0K | 7,937 | 0.00% | 2q | -3.2%-$8.6K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $244.0K | 7,410 | 0.05% | new | NEW |
| Portfolio Strategies, Inc. | $239.5K | 7,272 | 0.02% | new | NEW |
| Roxbury Financial LLC | $232.0K | 7,046 | 0.18% | 7q | +1.1%+$2.6K |
| Lido Advisors, LLC | $216.1K | 6,562 | 0.00% | 2q | -37.9%-$132.0K |
| JPMORGAN CHASE & CO | $196.4K | 5,993 | 0.00% | 2q | +16.3%+$27.6K |
| BANK OF MONTREAL /CAN/ | $108.7K | 3,300 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $69.2K | 2,100 | 0.00% | 2q | +24.0%+$13.4K |
| Integrated Wealth Concepts LLC | $36.5K | 1,108 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $32.9K | 1,000 | 0.00% | new | NEW |
| MORGAN STANLEY | $16.1K | 490 | 0.00% | 3q | -99.7%-$5.7M |
| Cambridge Investment Research Advisors, Inc. | $6.3K | 192,024 | 0.01% | 4q | +327.2%+$4.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6K | 80 | 0.00% | new | NEW |
| Holos Integrated Wealth LLC | $2.5K | 76 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $2.2K | 67 | 0.00% | new | NEW |
| Spire Wealth Management | $790 | 24 | 0.00% | 2q | 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 | 59 | $779.1M | 23,659,540 | 14 | 22 | 14 | 0.0% |
| Q1 2026 | 53 | $696.3M | 23,666,421 | 15 | 25 | 7 | 0.0% |
| Q4 2025 | 44 | $665.3M | 21,522,884 | 18 | 15 | 7 | 0.0% |
| Q3 2025 | 26 | $472.5M | 15,402,035 | 12 | 10 | 3 | 0.0% |
| Q2 2025 | 17 | $398.2M | 13,815,913 | 8 | 3 | 4 | 0.0% |
| Q1 2025 | 11 | $355.8M | 13,490,414 | 4 | 2 | 3 | 0.0% |
| Q4 2024 | 11 | $456.6M | 16,630,565 | 4 | 4 | 2 | 0.0% |
| Q3 2024 | 6 | $466.6M | 17,253,830 | 4 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $458.4M | 17,735,244 | 4 | 0 | 0 | 0.0% |