Who Owns FIDELITY GREENWOOD STREET TR (FHEQ)? -- Institutional Holders (2026-06-30)

66 institutions reported holding $782.2M of FIDELITY GREENWOOD STREET TR (FHEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($459.1M), KEYBANK NATIONAL ASSOCIATION/OH ($62.6M), Southern Financial Group, LLC ($35.2M), Cetera Investment Advisers ($34.7M), CGC Financial Services, LLC ($29.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$459.1M13.9MTrimmed
2KEYBANK NATIONAL ASSOCIATION/OH$62.6M1.9MAdded
3Southern Financial Group, LLC$35.2M1.1MAdded
4Cetera Investment Advisers$34.7M1.1MAdded
5CGC Financial Services, LLC$29.1M882,395New
6GREAT VALLEY ADVISOR GROUP, INC.$24.6M745,968Added
7MML INVESTORS SERVICES, LLC$15.9M482,669Added
8ENVESTNET ASSET MANAGEMENT INC$15.2M461,134Trimmed
9COMMONWEALTH EQUITY SERVICES, LLC$13.7M415,196Trimmed
10STIFEL FINANCIAL CORP$11.9M362,171Trimmed
11TRUIST FINANCIAL CORP$7.4M223,537Trimmed
12HighTower Advisors, LLC$6.6M200,795Added
13Taylor Securities Services, Inc.$5.9M179,736Added
14Kestra Advisory Services, LLC$5.6M168,610Added
15RAYMOND JAMES FINANCIAL INC$5.2M157,649Added
16LPL Financial LLC$5.1M154,574Added
17Aptus Capital Advisors, LLC$5.1M154,258Added
18Prime Capital Investment Advisors, LLC$5.0M150,778Added
19Anson Capital, Inc.$4.1M123,211Trimmed
20OSAIC HOLDINGS, INC.$3.3M99,737Added
21Cambridge Investment Research Advisors, Inc.$3.2M96,012Added
22OmniStar Financial Group, Inc.$2.9M86,816Added
23MONECO Advisors, LLC$2.3M70,041New
24InTrack Investment Management Inc$1.9M58,874Trimmed
25Summit Wealth Partners, LLC$1.9M58,449Added

Source: SEC Form 13F filings · as of 2026-06-30