FHEQ institutional holders

FIDELITY GREENWOOD STREET TR · 13F, 2026Q2

Managers holding60
Shares held23,851,564
Reported value$785.4m
Quarter flows14 new, 26 added, 14 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FMR LLC13,942,392$459.1m0.0%
KEYBANK NATIONAL ASSOCIATION/OH1,899,530$62.6m0.2%
Southern Financial Group, LLC1,068,694$35.2m9.0%
Cetera Investment Advisers1,054,378$34.7m0.0%
CGC Financial Services, LLC882,395$29.1m6.5%
GREAT VALLEY ADVISOR GROUP, INC.745,968$24.6m0.4%
MML INVESTORS SERVICES, LLC482,669$15.9m0.0%
ENVESTNET ASSET MANAGEMENT INC461,134$15.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC415,196$13.7m0.0%
STIFEL FINANCIAL CORP362,171$11.9m0.0%
TRUIST FINANCIAL CORP223,537$7.4m0.0%
HighTower Advisors, LLC200,795$6.6m0.0%
Cambridge Investment Research Advisors, Inc.192,024$6.3m0.0%
Taylor Securities Services, Inc.179,736$5.9m2.4%
Kestra Advisory Services, LLC168,610$5.6m0.0%
RAYMOND JAMES FINANCIAL INC157,649$5.2m0.0%
LPL Financial LLC154,574$5.1m0.0%
Aptus Capital Advisors, LLC154,258$5.1m0.0%
Prime Capital Investment Advisors, LLC150,778$5.0m0.0%
Anson Capital, Inc.123,211$4.1m2.6%
OSAIC HOLDINGS, INC.99,737$3.3m0.0%
OmniStar Financial Group, Inc.86,816$2.9m1.3%
MONECO ADVISORS, LLC70,041$2.3m0.1%
InTrack Investment Management Inc58,874$1.9m1.0%
Summit Wealth Partners, LLC58,449$1.9m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FHEQ"). FHEQ price history · All 13F data

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