Who Owns FIDELITY GREENWOOD STR TR (FYEE)? -- Institutional Holders (2026-06-30)

58 institutions reported holding $104.1M of FIDELITY GREENWOOD STR TR (FYEE) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($20.3M), LPL Financial LLC ($14.0M), Advisory Resource Group ($8.4M), Concurrent Investment Advisors, LLC ($6.9M), Sentinel Advisory Group, LLC ($6.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$20.3M701,686Added
2LPL Financial LLC$14.0M485,922Added
3Advisory Resource Group$8.4M291,862Added
4Concurrent Investment Advisors, LLC$6.9M240,180Added
5Sentinel Advisory Group, LLC$6.1M209,505Added
6Bleakley Financial Group, LLC$5.5M190,220Added
7Cetera Investment Advisers$4.7M161,110Trimmed
8KESTRA PRIVATE WEALTH SERVICES, LLC$4.1M140,234Added
9TBH Global Asset Management, LLC$3.0M104,136Trimmed
10Cambridge Investment Research Advisors, Inc.$2.7M94,965Trimmed
11Boston Partners$2.4M82,420Added
12Aptus Capital Advisors, LLC$2.2M77,763Trimmed
13NewEdge Advisors, LLC$2.0M69,787Trimmed
14San Luis Wealth Advisors LLC$2.0M68,913New
15RESOLUTE CAPITAL, LLC$1.7M58,696Added
16WEALTH EFFECTS LLC$1.6M53,812Added
17Traynor Capital Management, Inc.$1.5M51,848Added
18Mission Financial Group, LLC$1.2M40,784Added
19FINANCIAL MANAGEMENT NETWORK INC$1.1M38,595New
20Summit Wealth Partners, LLC$1.1M38,460Added
21Global Trust Asset Management, LLC$1.1M37,791Added
22KRAEMATON INVESTMENT ADVISORS, INC$1.0M36,143Added
23Kestra Advisory Services, LLC$1.0M34,647New
24Spire Wealth Management$687,31923,791Added
25Newbridge Financial Services Group, Inc.$684,11523,680Added

Source: SEC Form 13F filings · as of 2026-06-30