Fidelity Greenwood Street Trust - FYEE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 701,686 | 20,271 | 0.03% | 0.02% | 1 | +218,132 | 45.11% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 485,922 | 14,038 | 0.0% | 0.0% | 2 | +433,493 | 826.82% | Q2 2026 | Aug 07, 2026 |
| Advisory Resource Group | History | Added to | 291,862 | 8,431 | 1.27% | 1.32% | 3 | +8,550 | 3.02% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 240,180 | 6,938 | 0.06% | 0.07% | 4 | +3,898 | 1.65% | Q2 2026 | Jul 27, 2026 |
| Sentinel Advisory Group, LLC | History | Added to | 209,505 | 6,052 | 2.47% | 2.44% | 5 | +25,156 | 13.65% | Q2 2026 | Jul 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 190,220 | 5,495 | 0.07% | 0.08% | 6 | +7,194 | 3.93% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 161,110 | 4,654 | 0.0% | 0.0% | 7 | -7,173 | -4.26% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 140,234 | 4,051 | 0.04% | 0.05% | 8 | +3,155 | 2.3% | Q2 2026 | Jul 28, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 104,136 | 3,008 | 0.55% | 0.57% | 9 | -87 | -0.08% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 94,965 | 2,744 | 0.01% | 0.01% | 10 | -2,892 | -2.96% | Q2 2026 | Jul 27, 2026 |
| Boston Partners | History | Added to | 82,420 | 2,381 | 0.0% | 0.0% | 11 | +70,491 | 590.92% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 77,763 | 2,246 | 0.02% | 0.02% | 12 | -1,590 | -2.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 69,787 | 2,016 | 0.01% | 0.01% | 13 | -4,373 | -5.9% | Q2 2026 | Aug 12, 2026 |
| San Luis Wealth Advisors LLC | History | New | 68,913 | 1,990 | 0.3% | — | 14 | +68,913 | New | Q2 2026 | Jul 16, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 58,696 | 1,695 | 0.58% | 0.49% | 15 | +14,318 | 32.26% | Q2 2026 | Jul 29, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 53,812 | 1,554 | 0.42% | 0.49% | 16 | +2,442 | 4.75% | Q2 2026 | Aug 06, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 51,848 | 1,497 | 0.07% | 0.05% | 17 | +20,273 | 64.21% | Q2 2026 | Jul 22, 2026 |
| Mission Financial Group, LLC | History | New | 40,784 | 1,178 | 0.98% | — | 18 | +40,784 | New | Q2 2026 | Aug 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 38,595 | 1,126 | 0.16% | — | 19 | +38,595 | New | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 38,460 | 1,111 | 0.16% | 0.07% | 20 | +21,115 | 121.74% | Q2 2026 | Aug 03, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 37,791 | 1,091 | 0.34% | 0.22% | 21 | +16,570 | 78.08% | Q2 2026 | Aug 03, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 36,143 | 1,044 | 0.78% | 0.78% | 22 | +963 | 2.74% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | New | 34,647 | 1,000 | 0.0% | — | 23 | +34,647 | New | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Added to | 23,791 | 687 | 0.02% | 0.02% | 24 | +221 | 0.94% | Q2 2026 | Jul 15, 2026 |
| NFSG Corp | History | Added to | 23,680 | 684 | 0.08% | 0.09% | 25 | +3,146 | 15.32% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,512 | 621 | 0.01% | 0.01% | 26 | +1,591 | 7.99% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Added to | 21,069 | 608 | 0.01% | 0.0% | 27 | +11,658 | 123.88% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 20,600 | 606 | 0.0% | — | 28 | +20,600 | New | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 18,537 | 535 | 0.01% | 0.02% | 29 | +47 | 0.25% | Q2 2026 | Jul 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 17,995 | 519 | 0.03% | 0.03% | 30 | +4,741 | 35.77% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,608 | 508 | 0.0% | — | 31 | +17,608 | New | Q2 2026 | Sep 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,905 | 488 | 0.0% | 0.0% | 32 | +4,866 | 40.42% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | Added to | 16,000 | 462 | 0.02% | 0.02% | 33 | +3,700 | 30.08% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 11,009 | 318 | 0.0% | — | 34 | +11,009 | New | Q2 2026 | Aug 18, 2026 |
| Financially in Tune, LLC | History | No change | 11,003 | 298 | 0.26% | 0.26% | 35 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hixon Zuercher, LLC | History | Reduced | 10,054 | 290 | 0.09% | 0.14% | 36 | -6,996 | -41.03% | Q2 2026 | Jul 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 9,189 | 265 | 0.01% | — | 37 | +9,189 | New | Q2 2026 | Jul 22, 2026 |
| RMR Wealth Builders | History | New | 7,792 | 225 | 0.01% | — | 38 | +7,792 | New | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | New | 7,445 | 215 | 0.0% | — | 39 | +7,445 | New | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 7,337 | 211 | 0.0% | — | 40 | +7,337 | New | Q2 2026 | Aug 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 7,217 | 208 | 0.01% | 0.01% | 41 | -2,081 | -22.38% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | New | 7,002 | 202 | 0.0% | — | 42 | +7,002 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 5,590 | 161 | 0.0% | — | 43 | +5,590 | New | Q2 2026 | Aug 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,537 | 150 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 5,200 | 141 | 0.1% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| IFP Advisors, Inc | History | Added to | 4,521 | 130 | 0.0% | 0.0% | 46 | +2,821 | 165.94% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,400 | 127 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,117 | 90 | 0.0% | 0.0% | 48 | -9,101 | -74.49% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,839 | 53 | 0.0% | — | 49 | +1,834 | 36680.0% | Q2 2026 | Aug 14, 2026 |
| Roxbury Financial LLC | History | Added to | 1,706 | 49 | 0.04% | 0.04% | 50 | +37 | 2.22% | Q2 2026 | Jul 01, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,382 | 39 | 0.0% | — | 51 | +1,382 | New | Q2 2026 | Jul 28, 2026 |
| SIMPLEX TRADING, LLC | History | New | 819 | 23 | 0.0% | — | 52 | +819 | New | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 502 | 14 | 0.0% | 0.0% | 53 | +297 | 144.88% | Q2 2026 | Jul 17, 2026 |
| Holos Integrated Wealth LLC | History | New | 363 | 10 | 0.0% | — | 54 | +363 | New | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 5 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -560,037 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,927 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,198 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1 | 0 | — | 0.0% | — | -10,856 | -99.99% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,412 | -100.0% | Q2 2026 | Aug 13, 2026 |