FIDELITY GREENWOOD STREET TR (FYEE)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
52
Reporting holders
$101.2M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $20.3M | 701,686 | 0.03% | 6q | +45.1%+$6.3M |
| LPL Financial LLC | $14.0M | 485,922 | 0.00% | 3q | +826.8%+$12.5M |
| Advisory Resource Group | $8.4M | 291,862 | 1.27% | 4q | +3.0%+$247.0K |
| Concurrent Investment Advisors, LLC | $6.9M | 240,180 | 0.06% | 3q | +1.6%+$112.6K |
| Sentinel Advisory Group, LLC | $6.1M | 209,505 | 2.47% | 2q | +13.6%+$726.8K |
| Bleakley Financial Group, LLC | $5.5M | 190,220 | 0.07% | 3q | +3.9%+$207.8K |
| Cetera Investment Advisers | $4.7M | 161,110 | 0.00% | 3q | -4.3%-$207.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.1M | 140,234 | 0.04% | 3q | +2.3%+$91.1K |
| TBH Global Asset Management, LLC | $3.0M | 104,136 | 0.55% | 4q | HELD |
| Boston Partners | $2.4M | 82,420 | 0.00% | 2q | +590.9%+$2.0M |
| Aptus Capital Advisors, LLC | $2.2M | 77,763 | 0.02% | 3q | -2.0%-$45.9K |
| NewEdge Advisors, LLC | $2.0M | 69,787 | 0.01% | 4q | -5.9%-$126.3K |
| San Luis Wealth Advisors LLC | $2.0M | 68,913 | 0.30% | new | NEW |
| RESOLUTE CAPITAL, LLC | $1.7M | 58,696 | 0.59% | 3q | +32.3%+$413.6K |
| WEALTH EFFECTS LLC | $1.6M | 53,812 | 0.42% | 3q | +4.8%+$70.5K |
| Traynor Capital Management, Inc. | $1.5M | 51,848 | 0.07% | 4q | +64.2%+$585.7K |
| Mission Financial Group, LLC | $1.2M | 40,784 | 0.98% | 2q | +11.6%+$122.8K |
| FINANCIAL MANAGEMENT NETWORK INC | $1.1M | 38,595 | 0.16% | new | NEW |
| Summit Wealth Partners, LLC | $1.1M | 38,460 | 0.16% | 3q | +121.7%+$610.0K |
| Global Trust Asset Management, LLC | $1.1M | 37,791 | 0.34% | 3q | +78.1%+$478.7K |
| KRAEMATON INVESTMENT ADVISORS, INC | $1.0M | 36,143 | 0.78% | 3q | +2.7%+$27.8K |
| Kestra Advisory Services, LLC | $1.0M | 34,647 | 0.00% | new | NEW |
| Spire Wealth Management | $687.3K | 23,791 | 0.02% | 4q | +0.9%+$6.4K |
| NFSG Corp | $684.1K | 23,680 | 0.08% | 4q | +15.3%+$90.9K |
| Savvy Advisors, Inc. | $621.5K | 21,512 | 0.01% | 3q | +8.0%+$46.0K |
| Atria Investments, Inc | $608.7K | 21,069 | 0.01% | 4q | +123.9%+$336.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $606.5K | 20,600 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $535.5K | 18,537 | 0.01% | 3q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $519.9K | 17,995 | 0.03% | 4q | +35.8%+$137.0K |
| CITADEL ADVISORS LLC | $508.7K | 17,608 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $488.4K | 16,905 | 0.00% | 3q | +40.4%+$140.6K |
| PFG Investments, LLC | $462.2K | 16,000 | 0.02% | 2q | +30.1%+$106.9K |
| Beacon Pointe Advisors, LLC | $318.0K | 11,009 | 0.00% | new | NEW |
| Hixon Zuercher, LLC | $290.4K | 10,054 | 0.09% | 2q | -41.0%-$202.1K |
| FLAGSHIP HARBOR ADVISORS, LLC | $265.5K | 9,189 | 0.01% | new | NEW |
| RMR Wealth Builders | $225.1K | 7,792 | 0.01% | new | NEW |
| RFG Advisory, LLC | $215.1K | 7,445 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $212.0K | 7,337 | 0.00% | new | NEW |
| PARSONS CAPITAL MANAGEMENT INC/RI | $208.5K | 7,217 | 0.01% | 3q | -22.4%-$60.1K |
| Summit Financial, LLC | $202.3K | 7,002 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $161.5K | 5,590 | 0.00% | new | NEW |
| IFP Advisors, Inc | $130.6K | 4,521 | 0.00% | 2q | +165.9%+$81.5K |
| AdvisorNet Financial, Inc | $127.1K | 4,400 | 0.01% | 3q | HELD |
| ROYAL BANK OF CANADA | $90.0K | 3,117 | 0.00% | 3q | -74.5%-$262.8K |
| OSAIC HOLDINGS, INC. | $53.2K | 1,839 | 0.00% | 6q | +36680.0%+$53.0K |
| Roxbury Financial LLC | $49.3K | 1,706 | 0.04% | 4q | +2.2%+$1.1K |
| PRIVATE TRUST CO NA | $39.9K | 1,382 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $23.7K | 819 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $14.5K | 502 | 0.00% | 2q | +144.9%+$8.6K |
| Holos Integrated Wealth LLC | $10.6K | 363 | 0.00% | new | NEW |
| Westside Investment Management, Inc. | $5.8K | 200 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.5K | 189,930 | 0.01% | 4q | +94.1%+$2.7K |
| JPMORGAN CHASE & CO | $33 | 1 | 0.00% | 4q | -100.0%-$358.2K |
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 | 52 | $101.2M | 3,503,696 | 15 | 26 | 7 | 0.0% |
| Q1 2026 | 41 | $79.8M | 2,941,123 | 9 | 21 | 7 | 0.0% |
| Q4 2025 | 40 | $93.3M | 3,254,203 | 22 | 12 | 2 | 0.0% |
| Q3 2025 | 19 | $46.9M | 1,672,913 | 15 | 3 | 0 | 0.0% |
| Q2 2025 | 5 | $2.7M | 102,209 | 1 | 2 | 1 | 0.0% |
| Q1 2025 | 6 | $3.3M | 129,977 | 2 | 3 | 1 | 0.0% |
| Q4 2024 | 6 | $4.1M | 154,123 | 4 | 1 | 1 | 0.0% |
| Q3 2024 | 2 | $4.3M | 165,614 | 0 | 0 | 2 | 0.0% |
| Q2 2024 | 2 | $4.7M | 182,939 | 2 | 0 | 0 | 0.0% |