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

FIDELITY GREENWOOD STREET TR

FHEQ
Institutions
60
Combined AUM (Q2 2026)
$782.3M
Combined Shares (Q2 2026)
23.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.7M
41 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.5M
21 · 8 Exit · ≈
⚖️ Net
-822,063
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$782.3M
Institutions
60
New Buys
15
Adds
26
Reduces
13
Exits
8
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
0.02%0.03%#29$459.1M13.9M$493.1M16.8M-2.8M-16.81%Reduce
KEYBANK NATIONAL ASSOCIATION/OH
0.21%0.19%#12$62.6M1.9M$50.8M1.7M+173,985+10.08%Add
Southern Financial Group, LLC
8.98%8.73%#1$35.2M1.1M$31.3M1.1M+5,930+0.56%Add
Cetera Investment Advisers
0.03%0.01%#25$34.7M1.1M$12.5M424,412+629,966+148.43%Add
CGC Financial Services, LLC
6.53%#2$29.1M882,395$00+882,395New Buy
GREAT VALLEY ADVISOR GROUP, INC.
0.39%0.2%#9$24.6M745,968$10.9M371,336+374,632+100.89%Add
MML INVESTORS SERVICES, LLC
0.03%0.03%#24$15.9M482,669$12.2M413,399+69,270+16.76%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#45$15.2M461,134$13.8M468,864-7,730-1.65%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#33$13.7M415,196$13.7M465,101-49,905-10.73%Reduce
STIFEL FINANCIAL CORP
0.01%0.01%#38$11.9M362,171$14.8M502,660-140,489-27.95%Reduce
TRUIST FINANCIAL CORP
0.01%0.01%#39$7.4M223,537$7.1M241,668-18,131-7.50%Reduce
HighTower Advisors, LLC
0.01%0.01%#43$6.6M200,795$4.8M161,631+39,164+24.23%Add
Taylor Securities Services, Inc.
2.41%2.14%#4$5.9M179,736$4.6M155,963+23,773+15.24%Add
Kestra Advisory Services, LLC
0.02%0.02%#31$5.6M168,610$4.9M166,072+2,538+1.53%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$5.2M157,649$4.3M144,808+12,841+8.87%Add
LPL Financial LLC
<0.01%<0.01%#49$5.1M154,574$327,35611,127+143,447+1,289.18%Add
Aptus Capital Advisors, LLC
0.03%0.04%#22$5.1M154,258$4.5M151,964+2,294+1.51%Add
Prime Capital Investment Advisors, LLC
0.05%0.04%#20$5.0M150,778$3.6M121,483+29,295+24.11%Add
Anson Capital, Inc.
2.64%2.51%#3$4.1M123,211$3.7M124,500-1,289-1.04%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#44$3.3M99,737$2.5M86,270+13,467+15.61%Add
Cambridge Investment Research Advisors, Inc.
0.01%<0.01%#41$3.2M96,012$1.3M44,954+51,058+113.58%Add
OmniStar Financial Group, Inc.
1.32%1.26%#5$2.9M86,816$2.4M82,396+4,420+5.36%Add
MONECO ADVISORS, LLC
0.14%#14$2.3M70,041$00+70,041New Buy
InTrack Investment Management Inc
0.96%1.14%#6$1.9M58,874$2.0M67,958-9,084-13.37%Reduce
Summit Wealth Partners, LLC
0.27%0.08%#11$1.9M58,449$478,34016,259+42,190+259.49%Add
Global Trust Asset Management, LLC
0.37%0.22%#10$1.2M35,834$586,72319,943+15,891+79.68%Add
Koshinski Asset Management, Inc.
0.06%0.06%#18$1.1M34,699$1.0M34,69900.00%Unchanged
CRA Financial Services, LLC
0.12%0.13%#15$1.1M32,660$1.0M34,210-1,550-4.53%Reduce
HARBOUR INVESTMENTS, INC.
0.01%0.01%#36$1.1M32,479$936,93931,847+632+1.98%Add
OLD MISSION CAPITAL LLC
0.02%#34$1.0M30,552$00+30,552New Buy
Grant Private Wealth Management Inc
0.41%0.54%#8$966,49629,350$1.0M34,550-5,200-15.05%Reduce
Signature Wealth Management Partners, LLC
0.41%0.3%#7$884,39426,857$603,98020,530+6,327+30.82%Add
Brookstone Capital Management
0.01%0.01%#40$786,94523,898$653,27922,205+1,693+7.62%Add
Ameritas Advisory Services, LLC
0.02%#35$763,40023,183$00+23,183New Buy
Madison Wealth Partners, Inc
0.09%0.09%#16$689,40520,935$546,86818,588+2,347+12.63%Add
Peterson Wealth Advisors, LLC
0.08%0.08%#17$676,55820,545$622,16321,148-603-2.85%Reduce
FIFTH THIRD SECURITIES, INC.
0.03%#26$510,48115,502$00+15,502New Buy
COURIER CAPITAL LLC
0.02%0.02%#30$389,16711,818$347,68611,81800.00%Unchanged
Mutual Advisors, LLC
0.01%0.01%#42$366,47211,129$326,99611,115+14+0.13%Add
Delta Investment Management, LLC
0.06%0.06%#19$364,34911,064$325,18111,053+11+0.10%Add
B. Riley Wealth Advisors, Inc.
0.02%0.02%#32$327,70010,000$289,20010,00000.00%Unchanged
Beacon Pointe Advisors, LLC
<0.01%#46$319,1919,693$00+9,693New Buy
MBL Wealth, LLC
0.02%#28$315,3059,575$00+9,575New Buy
Elser Financial Planning, Inc
0.01%0.01%#37$312,3089,484$278,5939,48400.00%Unchanged
Breakwater Capital Group
0.03%0.04%#23$270,8828,226$262,7508,931-705-7.89%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#55$261,0007,937$241,0008,200-263-3.21%Reduce
ADAMSBROWN WEALTH CONSULTANTS LLC
0.05%#21$244,0197,410$00+7,410New Buy
Portfolio Strategies, Inc.
0.02%#27$239,4677,272$00+7,272New Buy
Roxbury Financial LLC
0.18%0.18%#13$232,0287,046$204,9366,966+80+1.15%Add
Lido Advisors, LLC
<0.01%<0.01%#50$216,1146,562$310,97310,570-4,008-37.92%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow