Who Owns FIDELITY GREENWOOD STREET TR (FHEQ)? -- Institutional Holders (2026-03-31)

61 institutions reported holding $697.6M of FIDELITY GREENWOOD STREET TR (FHEQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($493.1M), KEYBANK NATIONAL ASSOCIATION/OH ($50.8M), STIFEL FINANCIAL CORP ($14.8M), ENVESTNET ASSET MANAGEMENT INC ($13.8M), COMMONWEALTH EQUITY SERVICES, LLC ($13.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$493.1M16.8MAdded
2KEYBANK NATIONAL ASSOCIATION/OH$50.8M1.7MAdded
3STIFEL FINANCIAL CORP$14.8M502,660Added
4ENVESTNET ASSET MANAGEMENT INC$13.8M468,864Added
5COMMONWEALTH EQUITY SERVICES, LLC$13.7M465,101Added
6Cetera Investment Advisers$12.5M424,412Added
7MML INVESTORS SERVICES, LLC$12.2M413,399Added
8GREAT VALLEY ADVISOR GROUP, INC.$10.9M371,336Added
9TRUIST FINANCIAL CORP$7.1M241,668Trimmed
10Sunbelt Securities, Inc.$5.5M186,147Added
11MORGAN STANLEY$5.1M174,571Added
12Kestra Advisory Services, LLC$4.9M166,072Added
13HighTower Advisors, LLC$4.8M161,631Added
14Taylor Securities Services, Inc.$4.6M155,963Added
15Aptus Capital Advisors, LLC$4.5M151,964Added
16RAYMOND JAMES FINANCIAL INC$4.3M144,808Added
17Wealth Quarterback LLC$3.7M124,547Added
18Anson Capital, Inc.$3.7M124,500Added
19Prime Capital Investment Advisors, LLC$3.6M121,483Added
20CFO CAPITAL MANAGEMENT LLC$3.0M102,927Trimmed
21OSAIC HOLDINGS, INC.$2.5M86,270Added
22OmniStar Financial Group, Inc.$2.4M82,396New
23InTrack Investment Management Inc$2.0M67,958Trimmed
24Cambridge Investment Research Advisors, Inc.$1.3M44,954Added
25Demars Financial Group, LLC$1.2M41,839Trimmed

Source: SEC Form 13F filings · as of 2026-03-31