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Disclosery

FHEQ FIDELITY GREENWOOD STREET TR

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HEDGED EQTY ETF (fund)

47 managers (47 13F filers) reported a position in FHEQ shares at 2025-12-31, 22,713,493 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
19
Added
17
Reduced
8
Sold out
3
Shares held by filers
22,713,493

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC16,470,684$509M0.03%+3,250,54413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,116,474$34.5M0.12%new13F-HRTimelineGroup
Southern Financial Group, LLC1,048,087$32.4M9.28%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC398,724$12.3M<0.01%-299,33313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC392,031$12.1M0.03%+383,44613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC366,484$11.3M0.02%+159,47913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…355,650$11M0.21%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP350,698$10.8M0.01%-17,38213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP272,761$8.43M0.01%+1,94213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC163,658$5.06M0.02%+47,13213F-HRTimelineGroup
Aptus Capital Advisors, LLC151,525$4.68M0.04%new13F-HRTimeline
HighTower Advisors, LLC139,843$4.32M<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.130,151$4.02M0.27%-22013F-HRTimeline
Taylor Securities Services, Inc.125,632$3.88M1.77%13F-HRTimeline
Anson Capital, Inc.119,272$3.69M2.68%-7,10413F-HRTimeline
Wealth Quarterback LLC118,511$3.66M1.32%+47,50913F-HRTimeline
CFO CAPITAL MANAGEMENT LLC105,480$3.26M2.44%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…100,900$3.12M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,699$2.65M<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC83,762$2.59M0.03%new13F-HRTimeline
InTrack Investment Management Inc68,646$2.12M1.19%-22,48913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,192$2.02M<0.01%+19,38113F-HRTimelineGroup
Demars Financial Group, LLC60,467$1.87M0.63%+2,63413F-HRTimeline
Cetera Investment Advisers60,120$1.86M<0.01%+52,67613F-HRTimeline
Cambridge Investment Research Advisors,…41,622$1.29M<0.01%+27,48713F-HRTimeline
Grant Private Wealth Management Inc38,400$1.19M0.72%-5,91513F-HRTimeline
CRA Financial Services, LLC34,710$1.07M0.14%+8,66013F-HRTimeline
Peterson Wealth Advisors, LLC32,104$992K0.13%-1,93213F-HRTimeline
Koshinski Asset Management, Inc.31,730$981K0.06%new13F-HRTimeline
NewEdge Advisors, LLC23,788$735K<0.01%+2,03113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,455$632K<0.01%+10,84313F-HRTimelineGroup
OLD MISSION CAPITAL LLC19,267$596K0.02%new13F-HRTimeline
Madison Wealth Partners, Inc15,674$484K0.09%+5,42613F-HRTimeline
Summit Wealth Partners, LLC13,000$402K0.07%new13F-HRTimeline
Global Trust Asset Management, LLC12,511$387K0.15%new13F-HRTimeline
COURIER CAPITAL LLC11,818$365K0.02%new13F-HRTimeline
Mutual Advisors, LLC11,093$343K0.01%+1513F-HRTimeline
B. Riley Wealth Advisors, Inc.10,000$309K0.01%-1,00013F-HRTimeline
Tepp RIA, LLC9,820$304K0.3%new13F-HRTimeline
Breakwater Capital Group8,434$261K0.04%+1,05013F-HRTimeline
Signature Wealth Management Partners, L…7,963$246K0.12%new13F-HRTimeline
Roxbury Financial LLC6,954$215K0.19%+84713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,870$212K<0.01%new13F-HRTimelineGroup
Laurel Wealth Advisors LLC3,200$98.9K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,645$50.8K<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC1,494$46.2K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY490$15.1K<0.01%new13F-HR/ATimelineGroup

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