Who Owns FIDELITY GREENWOOD STREET TR (FYEE)? -- Institutional Holders (2026-06-30)
33 institutions reported holding $68.6M of FIDELITY GREENWOOD STREET TR (FYEE) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($20.3M), Advisory Resource Group ($8.4M), Concurrent Investment Advisors, LLC ($6.9M), Sentinel Advisory Group, LLC ($6.1M), Cambridge Investment Research Advisors, Inc. ($5.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $20.3M | 701,686 | Added |
| 2 | Advisory Resource Group | $8.4M | 291,862 | Added |
| 3 | Concurrent Investment Advisors, LLC | $6.9M | 240,180 | Added |
| 4 | Sentinel Advisory Group, LLC | $6.1M | 209,505 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $5.5M | 189,930 | Added |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.1M | 140,234 | Added |
| 7 | Boston Partners | $2.4M | 82,420 | Added |
| 8 | San Luis Wealth Advisors LLC | $2.0M | 68,913 | New |
| 9 | RESOLUTE CAPITAL, LLC | $1.7M | 58,696 | Added |
| 10 | Traynor Capital Management, Inc. | $1.5M | 51,848 | Added |
| 11 | Summit Wealth Partners, LLC | $1.1M | 38,460 | Added |
| 12 | Global Trust Asset Management, LLC | $1.1M | 37,791 | Added |
| 13 | KRAEMATON INVESTMENT ADVISORS, INC | $1.0M | 36,143 | Added |
| 14 | Kestra Advisory Services, LLC | $1.0M | 34,647 | New |
| 15 | Spire Wealth Management | $687,319 | 23,791 | Added |
| 16 | Savvy Advisors, Inc. | $621,477 | 21,512 | Added |
| 17 | Atria Investments, Inc | $608,683 | 21,069 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $606,464 | 20,600 | New |
| 19 | J.W. COLE ADVISORS, INC. | $535,533 | 18,537 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $488,396 | 16,905 | Added |
| 21 | PFG Investments, LLC | $462,240 | 16,000 | Added |
| 22 | Hixon Zuercher, LLC | $290,446 | 10,054 | Trimmed |
| 23 | FLAGSHIP HARBOR ADVISORS, LLC | $265,481 | 9,189 | New |
| 24 | RMR Wealth Builders | $225,118 | 7,792 | New |
| 25 | RFG Advisory, LLC | $215,072 | 7,445 | New |
Source: SEC Form 13F filings · as of 2026-06-30