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Disclosery

FHEQ FIDELITY GREENWOOD STREET TR

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HEDGED EQTY ETF (fund)

55 managers (55 13F filers) reported a position in FHEQ shares at 2026-03-31, 24,774,139 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
55
13F filers
55
New
15
Added
30
Reduced
7
Sold out
7
Shares held by filers
24,774,139

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC16,760,007$493M0.03%+289,32313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,725,545$50.8M0.19%+609,07113F-HRTimelineGroup
Southern Financial Group, LLC1,062,764$31.3M8.73%+14,67713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP502,660$14.8M0.01%+151,96213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC468,864$13.8M<0.01%+70,14013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC465,101$13.7M0.02%+98,61713F-HRTimeline
Cetera Investment Advisers424,412$12.5M0.01%+364,29213F-HRTimeline
MML INVESTORS SERVICES, LLC413,399$12.2M0.03%+21,36813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…371,336$10.9M0.2%+15,68613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP241,668$7.11M0.01%-31,09313F-HRTimelineGroup
Sunbelt Securities, Inc.186,147$5.48M0.35%+55,99613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY174,571$5.14M<0.01%+174,08113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC166,072$4.89M0.02%+2,41413F-HRTimelineGroup
HighTower Advisors, LLC161,631$4.76M0.01%+21,78813F-HRTimeline
Taylor Securities Services, Inc.155,963$4.59M2.14%+30,33113F-HRTimeline
Aptus Capital Advisors, LLC151,964$4.47M0.04%+43913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC144,808$4.26M<0.01%+59,10913F-HRTimelineGroup
Wealth Quarterback LLC124,547$3.66M1.44%+6,03613F-HRTimeline
Anson Capital, Inc.124,500$3.66M2.51%+5,22813F-HRTimeline
Prime Capital Investment Advisors, LLC121,483$3.57M0.04%+37,72113F-HRTimeline
CFO CAPITAL MANAGEMENT LLC102,927$3.03M2.49%-2,55313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,270$2.54M<0.01%+21,07813F-HRTimelineGroup
OmniStar Financial Group, Inc.82,396$2.42M1.26%new13F-HRTimeline
InTrack Investment Management Inc67,958$2M1.14%-68813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…44,954$1.32M<0.01%+3,33213F-HRTimeline
Demars Financial Group, LLC41,839$1.23M0.41%-18,62813F-HRTimeline
Koshinski Asset Management, Inc.34,699$1.02M0.06%+2,96913F-HRTimeline
Grant Private Wealth Management Inc34,550$1.02M0.54%-3,85013F-HRTimeline
CRA Financial Services, LLC34,210$1.01M0.13%-50013F-HRTimeline
HARBOUR INVESTMENTS, INC.31,847$937K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,205$653K0.01%+15,33513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC21,953$646K0.01%new13F-HR/ATimeline
Peterson Wealth Advisors, LLC21,148$622K0.08%-10,95613F-HRTimeline
Signature Wealth Management Partners, L…20,530$604K0.3%+12,56713F-HRTimeline
Global Trust Asset Management, LLC19,943$587K0.22%+7,43213F-HRTimeline
Madison Wealth Partners, Inc18,588$547K0.09%+2,91413F-HRTimeline
Summit Wealth Partners, LLC16,259$478K0.08%+3,25913F-HRTimeline
COURIER CAPITAL LLC11,818$348K0.02%013F-HR/ATimeline
LPL Financial LLC11,127$327K<0.01%new13F-HRTimeline
Mutual Advisors, LLC11,115$327K0.01%+2213F-HRTimeline
Delta Investment Management, LLC11,053$325K0.06%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,570$311K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.10,000$289K0.02%013F-HRTimeline
Elser Financial Planning, Inc9,484$279K0.01%new13F-HRTimeline
Breakwater Capital Group8,931$263K0.04%+49713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,711$256K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,200$241K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,977$235K<0.01%new13F-HRTimelineGroup
Roxbury Financial LLC6,966$205K0.18%+1213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,151$149K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,693$49.8K<0.01%new13F-HRTimeline
High Note Wealth, LLC1,494$44K0.01%013F-HRTimeline
Holos Integrated Wealth LLC76$2.25K<0.01%new13F-HRTimeline
Advisory Services Network, LLC31$912<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24$706<0.01%new13F-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