13FBOX
FIDELITY GREENWOOD STREET TR · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY GREENWOOD STREET TR

FBUF
Institutions
13
Combined AUM (Q2 2026)
$4.5M
Combined Shares (Q2 2026)
138,461
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+46,170
10 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-84,726
5 · 3 Exit · ≈
⚖️ Net
-38,556
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.5M
Institutions
13
New Buys
4
Adds
6
Reduces
2
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Global Trust Asset Management, LLC
0.37%0.24%#1$1.2M36,965$631,26620,973+15,992+76.25%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#8$673,79820,880$526,19017,482+3,398+19.44%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#3$474,49814,704$436,31514,496+208+1.43%Add
RFG Advisory, LLC
0.01%0.01%#4$471,65814,616$398,33013,234+1,382+10.44%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#7$453,36014,049$00+14,049New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#9$323,57110,027$495,48316,462-6,435-39.09%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#6$262,3138,129$244,3258,117+12+0.15%Add
Kestra Investment Management, LLC
<0.01%0.01%#5$250,2217,754$427,06814,189-6,435-45.35%Reduce
Portfolio Strategies, Inc.
0.02%#2$229,6077,115$00+7,115New Buy
BANK OF MONTREAL /CAN/
<0.01%#11$106,4913,300$00+3,300New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$19,599607$6,143204+403+197.55%Add
UBS Group AG
<0.01%#13$10,036311$00+311New Buy
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#10$1304$121400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow