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

FIDELITY GREENWOOD STREET TR

FYEE
Institutions
53
Combined AUM (Q2 2026)
$104.0M
Combined Shares (Q2 2026)
3.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.2M
42 · 16 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-674,263
15 · 6 Exit · ≈
⚖️ Net
+485,521
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$104.0M
Institutions
53
New Buys
16
Adds
26
Reduces
9
Exits
6
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.02%#20$20.3M701,686$13.1M483,554+218,132+45.11%Add
LPL Financial LLC
<0.01%<0.01%#38$14.0M485,922$1.4M52,429+433,493+826.82%Add
Advisory Resource Group
1.27%1.32%#2$8.4M291,862$7.7M283,312+8,550+3.02%Add
Concurrent Investment Advisors, LLC
0.06%0.07%#16$6.9M240,180$6.4M236,282+3,898+1.65%Add
Sentinel Advisory Group, LLC
2.47%2.44%#1$6.1M209,505$5.0M184,349+25,156+13.65%Add
Bleakley Financial Group, LLC
0.07%0.08%#14$5.5M190,220$5.0M183,026+7,194+3.93%Add
Cetera Investment Advisers
<0.01%<0.01%#34$4.7M161,110$4.6M168,283-7,173-4.26%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.04%0.05%#17$4.1M140,234$3.7M137,079+3,155+2.30%Add
TBH Global Asset Management, LLC
0.55%0.57%#6$3.0M104,136$2.8M104,223-87-0.08%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#29$2.7M94,965$2.7M97,857-2,892-2.96%Reduce
Boston Partners
<0.01%<0.01%#42$2.4M82,420$323,63011,929+70,491+590.92%Add
Aptus Capital Advisors, LLC
0.02%0.02%#23$2.2M77,763$2.2M79,353-1,590-2.00%Reduce
NewEdge Advisors, LLC
0.01%0.01%#31$2.0M69,787$2.0M74,160-4,373-5.90%Reduce
San Luis Wealth Advisors LLC
0.3%#9$2.0M68,913$00+68,913New Buy
RESOLUTE CAPITAL, LLC
0.59%0.49%#5$1.7M58,696$1.2M44,378+14,318+32.26%Add
WEALTH EFFECTS LLC
0.42%0.49%#7$1.6M53,812$1.4M51,370+2,442+4.75%Add
Traynor Capital Management, Inc.
0.07%0.05%#15$1.5M51,848$832,62931,575+20,273+64.21%Add
Mission Financial Group, LLC
0.98%#3$1.2M40,784$00+40,784New Buy
FINANCIAL MANAGEMENT NETWORK INC
0.16%#10$1.1M38,595$00+38,595New Buy
Summit Wealth Partners, LLC
0.16%0.07%#11$1.1M38,460$470,57017,345+21,115+121.74%Add
Global Trust Asset Management, LLC
0.34%0.22%#8$1.1M37,791$575,72621,221+16,570+78.08%Add
KRAEMATON INVESTMENT ADVISORS, INC
0.78%0.78%#4$1.0M36,143$954,44235,180+963+2.74%Add
Kestra Advisory Services, LLC
<0.01%#36$1.0M34,647$00+34,647New Buy
Spire Wealth Management
0.02%0.02%#21$687,31923,791$639,45123,570+221+0.94%Add
NFSG Corp
0.08%0.09%#13$684,11523,680$557,08720,534+3,146+15.32%Add
Savvy Advisors, Inc.
0.01%0.01%#25$621,47721,512$540,45119,921+1,591+7.99%Add
Atria Investments, Inc
0.01%<0.01%#30$608,68321,069$255,3209,411+11,658+123.88%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#44$606,46420,600$00+20,600New Buy
J.W. COLE ADVISORS, INC.
0.01%0.02%#28$535,53318,537$501,63918,490+47+0.25%Add
SILVER OAK SECURITIES, INCORPORATED
0.03%0.03%#19$519,87617,995$359,58113,254+4,741+35.77%Add
CITADEL ADVISORS LLC
<0.01%#50$508,69517,608$00+17,608New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#47$488,39616,905$326,60912,039+4,866+40.42%Add
PFG Investments, LLC
0.02%0.02%#22$462,24016,000$333,69912,300+3,700+30.08%Add
Beacon Pointe Advisors, LLC
<0.01%#43$318,04411,009$00+11,009New Buy
Hixon Zuercher, LLC
0.09%0.14%#12$290,44610,054$462,56717,050-6,996-41.03%Reduce
FLAGSHIP HARBOR ADVISORS, LLC
0.01%#26$265,4819,189$00+9,189New Buy
RMR Wealth Builders
0.01%#24$225,1187,792$00+7,792New Buy
RFG Advisory, LLC
<0.01%#35$215,0727,445$00+7,445New Buy
MML INVESTORS SERVICES, LLC
<0.01%#46$211,9657,337$00+7,337New Buy
PARSONS CAPITAL MANAGEMENT INC/RI
0.01%0.01%#27$208,5007,217$252,2559,298-2,081-22.38%Reduce
Summit Financial, LLC
<0.01%#41$202,2887,002$00+7,002New Buy
Global Retirement Partners, LLC
<0.01%#39$161,4825,590$00+5,590New Buy
IFP Advisors, Inc
<0.01%<0.01%#40$130,6124,521$46,1211,700+2,821+165.94%Add
AdvisorNet Financial, Inc
0.01%0.01%#32$127,1164,400$119,3724,40000.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#52$90,0003,117$331,00012,218-9,101-74.49%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#49$53,1661,839$1365+1,834+36,680.00%Add
Roxbury Financial LLC
0.04%0.04%#18$49,2791,706$45,2691,669+37+2.22%Add
PRIVATE TRUST CO NA
<0.01%#37$39,9261,382$00+1,382New Buy
SIMPLEX TRADING, LLC
<0.01%#51$23,660819$00+819New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#48$14,503502$5,588205+297+144.88%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow