Who owns FIDELITY GREENWOOD STREET TR?
- Ticker: FHEQ
- CUSIP Number: 31624j745
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity Greenwood Street Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Fidelity Greenwood Street Tr stock
Who bought or sold FIDELITY GREENWOOD STREET TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| FMR | 14M | $459M | -17% | Jun 2026 |
|
| Keybank National Association | 1.9M | $63M | 10% | Jun 2026 |
|
| Southern Financial Group | 1.1M | $35M | 1% | Jun 2026 |
|
| Cetera Investment Advisers | 1.1M | $35M | 148% | Jun 2026 |
|
| CGC Financial Services | 882k | $29M | 100% | Jun 2026 |
|
| Great Valley Advisor Group | 746k | $25M | 101% | Jun 2026 |
|
| Mml Investors Services | 483k | $16M | 17% | Jun 2026 |
|
| Envestnet Asset Management | 461k | $15M | -2% | Jun 2026 |
|
| Commonwealth Equity Services | 415k | $14M | -11% | Jun 2026 |
|
| Stifel Financial | 362k | $12M | -28% | Jun 2026 |
|
| Branch Banking & Trust Company | 224k | $7.4M | -8% | Jun 2026 |
|
| HighTower Advisors | 201k | $6.6M | 24% | Jun 2026 |
|
| Sunbelt Securities | 186k | $5.5M | 43% | Mar 2026 |
|
| Taylor Securities Services | 180k | $5.9M | 15% | Jun 2026 |
|
| Morgan Stanley | 175k | $5.1M | 35527% | Mar 2026 |
|
| Kestra Advisory Services | 169k | $5.6M | 2% | Jun 2026 |
|
| Raymond James Financial | 158k | $5.2M | 9% | Jun 2026 |
|
| LPL Financial | 155k | $5.1M | 1289% | Jun 2026 |
|
| Aptus Capital Advisors | 154k | $5.1M | 2% | Jun 2026 |
|
| Prime Capital Investment Advisors | 151k | $5.0M | 24% | Jun 2026 |
|
| Anson Capital | 123k | $4.1M | -1% | Jun 2026 |
|
| Cfo Capital Management | 103k | $3.0M | -2% | Mar 2026 |
|
| Advisor Group Holdings | 100k | $3.3M | 16% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 96k | $3.2M | 114% | Jun 2026 |
|
| OmniStar Financial Group | 87k | $2.9M | 5% | Jun 2026 |
|
| MONECO Advisors | 70k | $2.3M | 100% | Jun 2026 |
|
| InTrack Investment Management | 59k | $1.9M | -13% | Jun 2026 |
|
| Summit Wealth Partners | 58k | $1.9M | 259% | Jun 2026 |
|
| Global Trust Asset Management | 36k | $1.2M | 80% | Jun 2026 |
|
| Koshinski Asset Management | 35k | $1.0M | 9% | Mar 2026 |
|
| CRA Financial Services | 33k | $1.1M | -5% | Jun 2026 |
|
| Harbour Investments | 33k | $1.1M | 2% | Jun 2026 |
|
| Old Mission Capital | 31k | $1.0M | 100% | Jun 2026 |
|
| Grant Private Wealth Management | 29k | $967k | -15% | Jun 2026 |
|
| Signature Wealth Management Partners | 27k | $884k | 31% | Jun 2026 |
|
| Brookstone Capital Management | 24k | $787k | 8% | Jun 2026 |
|
| Ameritas Advisory Services | 23k | $763k | 100% | Jun 2026 |
|
| Madison Wealth Partners | 21k | $689k | 13% | Jun 2026 |
|
| Peterson Wealth Advisors | 21k | $677k | -3% | Jun 2026 |
|
| Fifth Third Securities | 16k | $511k | 100% | Jun 2026 |
|
| Courier Capital Corp | 12k | $389k | 0% | Jun 2026 |
|
| Mutual Advisors | 11k | $367k | 0% | Jun 2026 |
|
| Delta Investment Management | 11k | $364k | 0% | Jun 2026 |
|
| National Asset Management | 10k | $328k | 0% | Jun 2026 |
|
| Beacon Pointe Advisors | 9.7k | $319k | 100% | Jun 2026 |
|
| Elser Financial Planning | 9.5k | $312k | 0% | Jun 2026 |
|
| Breakwater Capital Group | 8.2k | $271k | -8% | Jun 2026 |
|
| Royal Bank of Canada | 7.9k | $261k | -3% | Jun 2026 |
|
| Adamsbrown Wealth Consultants | 7.4k | $244k | 100% | Jun 2026 |
|
| Portfolio Strategies | 7.3k | $240k | 100% | Jun 2026 |
|
| Roxbury Financial | 7.0k | $232k | 1% | Jun 2026 |
|
| Lido Advisors | 6.6k | $216k | -38% | Jun 2026 |
|
| Jpmorgan Chase & Co | 6.0k | $196k | 100% | Jun 2026 |
|
| Steward Partners Investment Advisory | 2.1k | $69k | 24% | Jun 2026 |
|
| Integrated Wealth Concepts | 1.1k | $37k | 100% | Jun 2026 |
|
| Goss Wealth Management | 1.0k | $33k | 100% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 80.00 | $2.6k | 100% | Jun 2026 |
|
| Holos Integrated Wealth | 76.00 | $2.5k | 0% | Jun 2026 |
|
| Action Point Financial Planning | 67.00 | $2.2k | 100% | Jun 2026 |
|
| Spire Wealth Management | 24.00 | $790.000800 | 0% | Jun 2026 |
|
Who sold out of Fidelity Greenwood Street Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Quarterback | Mar 2026 | 125k | $3.7M |
| Demars Financial Group | Mar 2026 | 42k | $1.2M |
| Independent Financial Group | Mar 2026 | 22k | $646k |
| Goldman Sachs Group | Mar 2026 | 8.7k | $256k |
| Citadel Advisors | Mar 2026 | 8.0k | $235k |
| High Note Wealth | Mar 2026 | 1.5k | $44k |
| Advisory Services Network | Mar 2026 | 31.00 | $912.001400 |