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Disclosery

FHEQ FIDELITY GREENWOOD STREET TR

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HEDGED EQTY ETF (fund)

60 managers (60 13F filers) reported a position in FHEQ shares at 2026-06-30, 23,755,552 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
14
Added
26
Reduced
14
Sold out
7
Shares held by filers
23,755,552

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC13,942,392$459M0.02%-2,817,61513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,899,530$62.6M0.21%+173,98513F-HRTimelineGroup
Southern Financial Group, LLC1,068,694$35.2M8.98%+5,93013F-HRTimeline
Cetera Investment Advisers1,054,378$34.7M0.03%+629,96613F-HRTimeline
CGC Financial Services, LLC882,395$29.1M6.53%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.745,968$24.6M0.39%+374,63213F-HRTimeline
MML INVESTORS SERVICES, LLC482,669$15.9M0.03%+69,27013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC461,134$15.2M<0.01%-7,73013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC415,196$13.7M0.02%-49,90513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP362,171$11.9M0.01%-140,48913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP223,537$7.36M0.01%-18,13113F-HRTimelineGroup
HighTower Advisors, LLC200,795$6.61M0.01%+39,16413F-HRTimeline
Taylor Securities Services, Inc.179,736$5.92M2.41%+23,77313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC168,610$5.55M0.02%+2,53813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC157,649$5.19M<0.01%+12,84113F-HRTimelineGroup
LPL Financial LLC154,574$5.09M<0.01%+143,44713F-HRTimeline
Aptus Capital Advisors, LLC154,258$5.08M0.04%+2,29413F-HRTimeline
Prime Capital Investment Advisors, LLC150,778$4.97M0.05%+29,29513F-HRTimeline
Anson Capital, Inc.123,211$4.06M2.64%-1,28913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,737$3.28M<0.01%+13,46713F-HRTimelineGroup
Cambridge Investment Research Advisors,…96,012$3.16M0.01%+51,05813F-HR/ATimeline
OmniStar Financial Group, Inc.86,816$2.86M1.32%+4,42013F-HRTimeline
MONECO ADVISORS, LLC70,041$2.31M0.14%new13F-HRTimeline
InTrack Investment Management Inc58,874$1.94M0.96%-9,08413F-HRTimeline
Summit Wealth Partners, LLC58,449$1.92M0.27%+42,19013F-HRTimeline
Global Trust Asset Management, LLC35,834$1.18M0.37%+15,89113F-HRTimeline
Koshinski Asset Management, Inc.34,699$1.14M0.06%013F-HRTimeline
CRA Financial Services, LLC32,660$1.08M0.12%-1,55013F-HRTimeline
HARBOUR INVESTMENTS, INC.32,479$1.07M0.01%+63213F-HRTimeline
OLD MISSION CAPITAL LLC30,552$1.01M0.03%new13F-HRTimeline
Grant Private Wealth Management Inc29,350$966K0.41%-5,20013F-HRTimeline
Signature Wealth Management Partners, L…26,857$884K0.41%+6,32713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,898$787K0.01%+1,69313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,183$763K0.02%new13F-HRTimelineGroup
Madison Wealth Partners, Inc20,935$689K0.09%+2,34713F-HRTimeline
Peterson Wealth Advisors, LLC20,545$677K0.08%-60313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,502$510K0.03%new13F-HRTimelineGroup
COURIER CAPITAL LLC11,818$389K0.02%013F-HRTimeline
Mutual Advisors, LLC11,129$366K0.01%+1413F-HRTimeline
Delta Investment Management, LLC11,064$364K0.06%+1113F-HRTimeline
B. Riley Wealth Advisors, Inc.10,000$328K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC9,693$319K<0.01%new13F-HRTimeline
MBL Wealth, LLC9,575$315K0.02%new13F-HRTimeline
Elser Financial Planning, Inc9,484$312K0.01%013F-HRTimeline
Breakwater Capital Group8,226$271K0.03%-70513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,937$261K<0.01%-26313F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC7,410$244K0.05%new13F-HRTimeline
Portfolio Strategies, Inc.7,272$239K0.02%new13F-HRTimeline
Roxbury Financial LLC7,046$232K0.18%+8013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,562$216K<0.01%-4,00813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,993$196K<0.01%+84213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,300$109K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,100$69.2K<0.01%+40713F-HRTimeline
Integrated Wealth Concepts LLC1,108$36.5K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,000$32.9K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY490$16.1K<0.01%-174,08113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80$2.63K<0.01%new13F-HRTimelineGroup
Holos Integrated Wealth LLC76$2.51K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS67$2.21K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24$790<0.01%013F-HRTimelineGroup

Events

  • KEYBANK NATIONAL ASSOCIATION/OH reported 2,121,260 FHEQ shares, 7.2% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-05. 0001089877-26-000028

    Accepted , ingested