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 | 1,116,522 | 33,149 | 0.04% | 0.03% | 1 | +414,836 | 59.12% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 485,922 | 14,038 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 260,801 | 7,743 | 0.05% | 0.06% | 3 | +20,621 | 8.59% | Q3 2026 | Oct 16, 2026 |
| Advisory Resource Group | History | Reduced | 257,080 | 7,632 | 1.1% | 1.27% | 4 | -34,782 | -11.92% | Q3 2026 | Oct 26, 2026 |
| Sentinel Advisory Group, LLC | History | Added to | 214,373 | 6,364 | 2.6% | 2.47% | 5 | +4,868 | 2.32% | Q3 2026 | Oct 20, 2026 |
| Bleakley Financial Group, LLC | History | No change | 190,220 | 5,495 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 171,140 | 5,081 | 0.05% | 0.04% | 7 | +30,906 | 22.04% | Q3 2026 | Oct 30, 2026 |
| Cetera Investment Advisers | History | No change | 161,110 | 4,654 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 153,402 | 4,555 | 0.01% | 0.01% | 9 | +58,437 | 61.54% | Q3 2026 | Nov 02, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 99,448 | 2,952 | 0.52% | 0.55% | 10 | -4,688 | -4.5% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 84,442 | 2,507 | 0.01% | 0.0% | 11 | +49,795 | 143.72% | Q3 2026 | Nov 02, 2026 |
| Boston Partners | History | No change | 82,420 | 2,381 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 77,763 | 2,246 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 69,787 | 2,016 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 67,315 | 1,998 | 0.29% | 0.3% | 15 | -1,598 | -2.32% | Q3 2026 | Oct 27, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 65,612 | 1,948 | 0.09% | 0.07% | 16 | +13,764 | 26.55% | Q3 2026 | Oct 29, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 58,696 | 1,695 | 0.58% | 0.58% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | New | 53,037 | 1,592 | 0.02% | — | 19 | +53,037 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 53,037 | 1,592 | 0.02% | — | 20 | +53,037 | New | Q3 2026 | Oct 20, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 53,637 | 1,592 | 0.43% | 0.42% | 18 | -175 | -0.33% | Q3 2026 | Oct 23, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 45,262 | 1,343 | 0.42% | 0.34% | 21 | +7,471 | 19.77% | Q3 2026 | Oct 19, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 43,094 | 1,289 | 0.19% | 0.16% | 22 | +4,499 | 11.66% | Q3 2026 | Oct 08, 2026 |
| Mission Financial Group, LLC | History | Reduced | 39,825 | 1,182 | 0.93% | 0.98% | 23 | -959 | -2.35% | Q3 2026 | Oct 21, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 37,753 | 1,120 | 0.84% | 0.78% | 24 | +1,610 | 4.45% | Q3 2026 | Nov 02, 2026 |
| Summit Wealth Partners, LLC | History | No change | 38,460 | 1,111 | 0.16% | 0.16% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Added to | 29,261 | 868 | 0.01% | 0.01% | 26 | +8,192 | 38.88% | Q3 2026 | Oct 15, 2026 |
| NFSG Corp | History | Added to | 26,719 | 793 | 0.09% | 0.08% | 27 | +3,039 | 12.83% | Q3 2026 | Oct 15, 2026 |
| Spire Wealth Management | History | No change | 23,791 | 706 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,650 | 621 | 0.0% | 0.0% | 29 | +50 | 0.24% | Q3 2026 | Oct 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 21,512 | 621 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 18,537 | 535 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 17,995 | 519 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,608 | 508 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,905 | 488 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PFG Investments, LLC | History | No change | 16,000 | 462 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hixon Zuercher, LLC | History | Added to | 13,709 | 407 | 0.12% | 0.09% | 36 | +3,655 | 36.35% | Q3 2026 | Oct 13, 2026 |
| Lighthouse Financial LLC | History | New | 12,758 | 378 | 0.17% | — | 37 | +12,758 | New | Q3 2026 | Oct 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,255 | 334 | 0.01% | 0.01% | 38 | +2,066 | 22.48% | Q3 2026 | Oct 26, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,009 | 318 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,662 | 286 | 0.0% | 0.0% | 40 | +9,160 | 1824.7% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Added to | 7,905 | 234 | 0.0% | 0.0% | 41 | +3,384 | 74.85% | Q3 2026 | Oct 16, 2026 |
| Strategic Blueprint, LLC | History | New | 7,598 | 225 | 0.01% | — | 42 | +7,598 | New | Q3 2026 | Oct 22, 2026 |
| RFG Advisory, LLC | History | Added to | 7,528 | 223 | 0.0% | 0.0% | 43 | +83 | 1.11% | Q3 2026 | Nov 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 7,217 | 214 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,337 | 211 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 7,002 | 202 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,590 | 161 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 5,200 | 141 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| TRUST CO OF VERMONT | History | New | 3,103 | 92 | 0.0% | — | 49 | +3,103 | New | Q3 2026 | Oct 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,117 | 90 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roxbury Financial LLC | History | Added to | 1,834 | 54 | 0.04% | 0.04% | 51 | +128 | 7.5% | Q3 2026 | Oct 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,839 | 53 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,382 | 41 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Latitude Advisors, LLC | History | New | 1,000 | 29 | 0.01% | — | 54 | +1,000 | New | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 819 | 23 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 370 | 11 | 0.0% | 0.0% | 56 | +7 | 1.93% | Q3 2026 | Oct 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 5 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.01% | — | -7,792 | -100.0% | Q3 2026 | Oct 22, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,400 | -100.0% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |