Institutionelle Investoren in Fidelity Greenwood Street Trust

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Gesamt373.317.278 $+75.714.149 $
+287,3 %
1.111.830.669 $+34.661.518 $
+92,7 %
1.053.098.528 $+20.637.817 $
+44.959,5 %
1.025.791.705 $+238.414.879 $
+193,6 %
FMR LLC672.340.181 $-70.521.792 $
-9,5 %
742.861.973 $-9.937.059 $
-1,3 %
752.799.032 $+203.253.211 $
+37,0 %
KEYBANK NATIONAL ASSOCIATION/OH71.401.636 $+8.850.100 $
+14,1 %
62.551.536 $+11.785.984 $
+23,2 %
50.765.552 $+16.255.345 $
+47,1 %
34.510.207 $
COMMONWEALTH EQUITY SERVICES, LLC47.790.889 $+13.028.452 $
+37,5 %
34.762.437 $+7.960.345 $
+29,7 %
26.802.092 $+3.138.482 $
+13,3 %
23.663.610 $+14.971.610 $
+172,2 %
Cetera Investment Advisers39.375.139 $+22.323.413 $
+130,9 %
17.051.726 $+12.409.341 $
+267,3 %
4.642.385 $+4.414.003 $
+1.932,7 %
LPL Financial LLC35.495.025 $+16.366.610 $
+85,6 %
19.128.415 $+17.378.661 $
+993,2 %
1.749.754 $+1.427.419 $
+442,8 %
322.335 $
Southern Financial Group, LLC33.110.621 $-2.081.490 $
-5,9 %
35.192.111 $+3.925.595 $
+12,6 %
31.266.516 $-1.129.858 $
-3,5 %
32.396.374 $
THRIVENT FINANCIAL FOR LUTHERANS30.676.000 $+27.557.000 $
+883,5 %
3.119.000 $
CGC Financial Services, LLC30.237.956 $+1.180.689 $
+4,1 %
29.057.267 $
GREAT VALLEY ADVISOR GROUP, INC.24.565.000 $+13.640.000 $
+124,9 %
10.925.000 $-68.000 $
-0,6 %
10.993.000 $
ENVESTNET ASSET MANAGEMENT INC15.997.116 $+1.381.037 $
+9,4 %
14.616.079 $-2.490.883 $
-14,6 %
17.106.962 $-4.309.417 $
-20,1 %
MML INVESTORS SERVICES, LLC16.106.250 $+3.944.043 $
+32,4 %
12.162.207 $+44.525 $
+0,4 %
12.117.682 $+11.854.290 $
+4.500,6 %
STIFEL FINANCIAL CORP11.926.289 $-2.861.968 $
-19,4 %
14.788.257 $+3.948.182 $
+36,4 %
10.840.075 $-452.620 $
-4,0 %
Cambridge Investment Research Advisors, Inc.8.914.000 $-3.381.000 $
-27,5 %
12.295.000 $+7.867.000 $
+177,7 %
4.428.000 $+1.176.000 $
+36,2 %
3.252.000 $+1.812.000 $
+125,8 %
Kestra Advisory Services, LLC9.435.114 $+2.619.543 $
+38,4 %
6.815.571 $+1.685.411 $
+32,9 %
5.130.160 $-339.181 $
-6,2 %
5.469.341 $+1.894.333 $
+53,0 %
Advisory Resource Group7.632.695 $-799.198 $
-9,5 %
8.431.893 $+745.638 $
+9,7 %
7.686.255 $-203.871 $
-2,6 %
7.890.126 $+264.704 $
+3,5 %
TRUIST FINANCIAL CORP2.396.368 $-4.964.712 $
-67,4 %
7.361.080 $+251.203 $
+3,5 %
7.109.877 $-1.321.152 $
-15,7 %
8.431.029 $+106.053 $
+1,3 %
GOLDMAN SACHS GROUP INC256.278 $-8.025.531 $
-96,9 %
8.281.809 $-2.934.191 $
-26,2 %
KESTRA PRIVATE WEALTH SERVICES, LLC8.199.471 $+4.148.111 $
+102,4 %
4.051.360 $+332.401 $
+8,9 %
3.718.959 $+2.631.692 $
+242,0 %
1.087.267 $
Concurrent Investment Advisors, LLC7.743.176 $+804.381 $
+11,6 %
6.938.795 $+528.467 $
+8,2 %
6.410.328 $-310.419 $
-4,6 %
6.720.747 $
Aptus Capital Advisors, LLC7.326.289 $+702.661 $
+10,6 %
6.623.628 $-54.475 $
-0,8 %
6.678.103 $
HighTower Advisors, LLC6.612.190 $+1.856.952 $
+39,1 %
4.755.238 $+432.688 $
+10,0 %
4.322.550 $
Taylor Securities Services, Inc.6.432.876 $+514.160 $
+8,7 %
5.918.716 $+1.330.294 $
+29,0 %
4.588.422 $+705.128 $
+18,2 %
3.883.294 $
Sentinel Advisory Group, LLC6.364.727 $+312.141 $
+5,2 %
6.052.586 $+1.051.193 $
+21,0 %
5.001.393 $
TBH Global Asset Management, LLC2.952.608 $-55.870 $
-1,9 %
3.008.478 $+180.911 $
+6,4 %
2.827.567 $-3.491.749 $
-55,3 %
6.319.316 $+4.206.520 $
+199,1 %
Prime Capital Investment Advisors, LLC5.983.255 $+1.018.149 $
+20,5 %
4.965.106 $+1.391.079 $
+38,9 %
3.574.027 $+984.945 $
+38,0 %
2.589.082 $
RAYMOND JAMES FINANCIAL INC5.865.180 $+1.078.739 $
+22,5 %
4.786.441 $+1.504.950 $
+45,9 %
3.281.491 $
Sunbelt Securities, Inc.5.626.665 $+1.538.105 $
+37,6 %
4.088.560 $+79.950 $
+2,0 %
Bleakley Financial Group, LLC5.495.452 $+529.957 $
+10,7 %
4.965.495 $-162.891 $
-3,2 %
5.128.386 $
MORGAN STANLEY16.136 $-5.119.743 $
-99,7 %
5.135.879 $+5.120.733 $
+33.809,1 %
15.146 $
Global Trust Asset Management, LLC4.276.810 $+812.159 $
+23,4 %
3.464.651 $+1.670.936 $
+93,2 %
1.793.715 $+654.345 $
+57,4 %
1.139.370 $
Kestra Investment Management, LLC259.504 $+9.283 $
+3,7 %
250.221 $-176.847 $
-41,4 %
427.068 $-3.845.902 $
-90,0 %
4.272.970 $
OmniStar Financial Group, Inc.4.208.960 $+1.350.081 $
+47,2 %
2.858.879 $+434.788 $
+17,9 %
2.424.091 $
Anson Capital, Inc.3.992.902 $-64.446 $
-1,6 %
4.057.348 $+394.569 $
+10,8 %
3.662.779 $-23.922 $
-0,6 %
3.686.701 $-190.512 $
-4,9 %
Wealth Quarterback LLC3.664.161 $+976 $
+0,0 %
3.663.185 $+1.484.830 $
+68,2 %
Signature Wealth Management Partners, LLC3.443.864 $+2.559.470 $
+289,4 %
884.394 $+280.414 $
+46,4 %
603.980 $+357.849 $
+145,4 %
246.131 $
SeaCrest Wealth Management, LLC3.433.051 $
OSAIC HOLDINGS, INC.3.357.116 $+812.776 $
+31,9 %
2.544.340 $+487.688 $
+23,7 %
2.056.652 $+611.228 $
+42,3 %
CFO CAPITAL MANAGEMENT LLC3.028.112 $-232.275 $
-7,1 %
3.260.387 $
Summit Wealth Partners, LLC3.035.835 $+2.086.925 $
+219,9 %
948.910 $+148.428 $
+18,5 %
800.482 $
NewEdge Advisors, LLC2.049.080 $+37.115 $
+1,8 %
2.011.965 $-861.979 $
-30,0 %
2.873.944 $+611.748 $
+27,0 %
Boston Partners2.381.119 $+2.057.489 $
+635,8 %
323.630 $
MONECO ADVISORS, LLC2.190.882 $-115.568 $
-5,0 %
2.306.450 $
InTrack Investment Management Inc2.287.612 $+348.896 $
+18,0 %
1.938.716 $-60.621 $
-3,0 %
1.999.337 $-122.508 $
-5,8 %
2.121.845 $-674.184 $
-24,1 %
Farther Finance Advisors, LLC2.188.526 $+2.174.023 $
+14.990,2 %
14.503 $+8.915 $
+159,5 %
5.588 $
Portfolio Strategies, Inc.2.091.695 $+1.622.621 $
+345,9 %
469.074 $
San Luis Wealth Advisors LLC1.998.597 $+7.688 $
+0,4 %
1.990.909 $
Traynor Capital Management, Inc.1.948.014 $+450.122 $
+30,1 %
1.497.892 $+665.263 $
+79,9 %
832.629 $-23.578 $
-2,8 %
856.207 $+465.049 $
+118,9 %
Demars Financial Group, LLC1.230.903 $-638.132 $
-34,1 %
1.869.035 $+94.719 $
+5,3 %
Midwest Professional Planners, LTD.1.716.155 $
RESOLUTE CAPITAL, LLC1.695.713 $+491.747 $
+40,8 %
1.203.966 $+86.392 $
+7,7 %
1.117.574 $
Diversify Advisory Services, LLC1.592.715 $
DIVERSIFY WEALTH MANAGEMENT, LLC1.592.715 $
WEALTH EFFECTS LLC1.592.491 $+37.867 $
+2,4 %
1.554.624 $+160.943 $
+11,5 %
1.393.681 $+304.419 $
+27,9 %
1.089.262 $
OLD MISSION CAPITAL LLC1.480.575 $+631.939 $
+74,5 %
848.636 $-257.023 $
-23,2 %
1.105.659 $+376.395 $
+51,6 %
INDEPENDENT FINANCIAL GROUP, LLC1.303.580 $
FINANCIAL MANAGEMENT NETWORK INC1.289.386 $+162.798 $
+14,5 %
1.126.588 $
Grant Private Wealth Management Inc962.676 $-3.820 $
-0,4 %
966.496 $-49.965 $
-4,9 %
1.016.461 $-170.483 $
-14,4 %
1.186.944 $-172.640 $
-12,7 %
Mission Financial Group, LLC1.182.402 $+4.158 $
+0,4 %
1.178.244 $
Pasadena Private Wealth, LLC1.174.303 $
Koshinski Asset Management, Inc.1.167.968 $+25.330 $
+2,2 %
1.142.638 $+121.793 $
+11,9 %
1.020.845 $+40.071 $
+4,1 %
980.774 $
KRAEMATON INVESTMENT ADVISORS, INC1.120.875 $+76.716 $
+7,3 %
1.044.159 $+89.717 $
+9,4 %
954.442 $+69.063 $
+7,8 %
885.379 $
CRA Financial Services, LLC1.119.532 $+44.038 $
+4,1 %
1.075.494 $+69.036 $
+6,9 %
1.006.458 $-66.428 $
-6,2 %
1.072.886 $+273.672 $
+34,2 %
HARBOUR INVESTMENTS, INC.1.069.533 $+132.594 $
+14,2 %
936.939 $
Compound Planning, Inc.1.058.868 $
ROYAL BANK OF CANADA351.000 $-663.000 $
-65,4 %
1.014.000 $+635.000 $
+167,5 %
379.000 $-86.000 $
-18,5 %
Peterson Wealth Advisors, LLC668.612 $-7.946 $
-1,2 %
676.558 $+54.395 $
+8,7 %
622.163 $-370.161 $
-37,3 %
992.324 $-50.873 $
-4,9 %
JANE STREET GROUP, LLC221.386 $-753.314 $
-77,3 %
974.700 $+77.370 $
+8,6 %
897.330 $-283.925 $
-24,0 %
HERBST GROUP, LLC937.979 $
Atria Investments, Inc868.759 $+260.076 $
+42,7 %
608.683 $+353.363 $
+138,4 %
255.320 $-528.189 $
-67,4 %
783.509 $+380.013 $
+94,2 %
Brookstone Capital Management817.259 $+30.314 $
+3,9 %
786.945 $+133.666 $
+20,5 %
653.279 $+440.927 $
+207,6 %
212.352 $
NFSG Corp793.287 $+109.172 $
+16,0 %
684.115 $+127.028 $
+22,8 %
557.087 $+110.769 $
+24,8 %
446.318 $+262.516 $
+142,8 %
Ameritas Advisory Services, LLC763.400 $+725.271 $
+1.902,2 %
RFG Advisory, LLC726.987 $+40.257 $
+5,9 %
686.730 $+288.400 $
+72,4 %
398.330 $+103.979 $
+35,3 %
294.351 $+81.687 $
+38,4 %
Spire Wealth Management707.159 $+19.050 $
+2,8 %
688.109 $+47.952 $
+7,5 %
640.157 $+13.614 $
+2,2 %
626.543 $+516.570 $
+469,7 %
Madison Wealth Partners, Inc689.405 $+142.537 $
+26,1 %
546.868 $+62.390 $
+12,9 %
484.478 $+170.056 $
+54,1 %
Beacon Pointe Advisors, LLC637.235 $
Savvy Advisors, Inc.621.477 $+81.026 $
+15,0 %
540.451 $+40.850 $
+8,2 %
499.601 $
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC621.152 $+14.688 $
+2,4 %
606.464 $
Worth Asset Management, LLC611.344 $
Maridea Wealth Management LLC574.153 $+331.774 $
+136,9 %
242.379 $
J.W. COLE ADVISORS, INC.551.407 $+15.874 $
+3,0 %
535.533 $+33.894 $
+6,8 %
501.639 $+205.290 $
+69,3 %
296.349 $
SILVER OAK SECURITIES, INCORPORATED519.876 $+160.295 $
+44,6 %
359.581 $-43.261 $
-10,7 %
402.842 $+145.351 $
+56,4 %
FIFTH THIRD SECURITIES, INC.510.481 $
CITADEL ADVISORS LLC508.695 $+274.012 $
+116,8 %
234.683 $-181.406 $
-43,6 %
416.089 $
Hixon Zuercher, LLC407.032 $+116.586 $
+40,1 %
290.446 $-172.121 $
-37,2 %
462.567 $
PFG Investments, LLC462.240 $+128.541 $
+38,5 %
333.699 $
JPMORGAN CHASE & CO197.004 $-238.275 $
-54,7 %
435.279 $+435.265 $
+3.109.035,7 %
14 $-724.508 $
-100,0 %
REICON WEALTH ADVISORS, LLC405.625 $
COURIER CAPITAL LLC397.794 $+8.627 $
+2,2 %
389.167 $+41.481 $
+11,9 %
347.686 $-17.608 $
-4,8 %
365.294 $
Lighthouse Financial LLC378.785 $
Mutual Advisors, LLC366.472 $+39.476 $
+12,1 %
326.996 $-15.879 $
-4,6 %
342.875 $+3.433 $
+1,0 %
Delta Investment Management, LLC364.349 $+39.168 $
+12,0 %
325.181 $
Lido Advisors, LLC360.931 $+144.817 $
+67,0 %
216.114 $-94.859 $
-30,5 %
310.973 $
ADAMSBROWN WEALTH CONSULTANTS LLC349.816 $+105.797 $
+43,4 %
244.019 $
B. Riley Wealth Advisors, Inc.336.600 $+8.900 $
+2,7 %
327.700 $+38.500 $
+13,3 %
289.200 $-19.900 $
-6,4 %
309.100 $-28.380 $
-8,4 %
FLAGSHIP HARBOR ADVISORS, LLC334.146 $+68.665 $
+25,9 %
265.481 $+250.969 $
+1.729,4 %
14.512 $
Breakwater Capital Group332.471 $+61.589 $
+22,7 %
270.882 $+8.132 $
+3,1 %
262.750 $+2.055 $
+0,8 %
260.695 $+34.154 $
+15,1 %
RICHARDS, MERRILL & PETERSON, INC.330.887 $
Elser Financial Planning, Inc319.231 $+6.923 $
+2,2 %
312.308 $+33.715 $
+12,1 %
278.593 $
MBL Wealth, LLC315.305 $
Tepp RIA, LLC303.536 $
Financially in Tune, LLC298.524 $
Roxbury Financial LLC287.550 $+6.243 $
+2,2 %
281.307 $+31.102 $
+12,4 %
250.205 $-11.386 $
-4,4 %
261.591 $+60.203 $
+29,9 %
PARSONS CAPITAL MANAGEMENT INC/RI214.273 $+5.773 $
+2,8 %
208.500 $-43.755 $
-17,3 %
252.255 $-30.071 $
-10,7 %
282.326 $
RETIREMENT PLANNING GROUP, LLC / NY244.439 $+4.266 $
+1,8 %
IFP Advisors, Inc234.699 $+104.087 $
+79,7 %
130.612 $+84.491 $
+183,2 %
46.121 $
Strategic Blueprint, LLC225.585 $
RMR Wealth Builders225.118 $
BANK OF MONTREAL /CAN/215.160 $
Summit Financial, LLC202.288 $
Global Retirement Partners, LLC161.482 $
WELLINGTON-ALTUS USA INC.141.076 $-9.152 $
-6,1 %
150.228 $
AdvisorNet Financial, Inc127.116 $+7.744 $
+6,5 %
119.372 $-6.820 $
-5,4 %
126.192 $
SIMPLEX TRADING, LLC81.677 $-45.118 $
-35,6 %
126.795 $
Parallel Advisors, LLC92.486 $+10.711 $
+13,1 %
81.775 $-34.306 $
-29,6 %
116.081 $
Laurel Wealth Advisors LLC107.712 $+8.800 $
+8,9 %
98.912 $
TRUST CO OF VERMONT92.128 $
Latitude Advisors, LLC69.463 $
Steward Partners Investment Advisory, LLC69.153 $+19.345 $
+38,8 %
49.808 $
BANK OF AMERICA CORP /DE/50.847 $
UBS Group AG10.036 $-39.694 $
-79,8 %
49.730 $+48.062 $
+2.881,4 %
1.668 $-110.567 $
-98,5 %
Ball & Co Wealth Management Inc.48.000 $
High Note Wealth, LLC43.953 $-2.227 $
-4,8 %
46.180 $
PRIVATE TRUST CO NA41.032 $+1.106 $
+2,8 %
39.926 $
PNC FINANCIAL SERVICES GROUP, INC.20.196 $
FIFTH THIRD BANCORP17.072 $
Holos Integrated Wealth LLC13.592 $+512 $
+3,9 %
13.080 $+10.833 $
+482,1 %
2.247 $
Pathway Financial Advisers, LLC11.840 $
Westside Investment Management, Inc.5.938 $+160 $
+2,8 %
5.778 $+352 $
+6,5 %
5.426 $-310 $
-5,4 %
5.736 $+128 $
+2,3 %
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.634 $-4.484 $
-63,0 %
FIDUCIARY FINANCIAL ADVISORS2.206 $
BFC Planning, Inc.941 $
Advisory Services Network, LLC912 $
DHJJ Financial Advisors, Ltd.134 $+4 $
+3,1 %
130 $+9 $
+7,4 %
121 $-3 $
-2,4 %
124 $+4 $
+3,3 %
Gesamt373.317.278 $+75.714.149 $
+287,3 %
1.111.830.669 $+34.661.518 $
+92,7 %
1.053.098.528 $+20.637.817 $
+44.959,5 %
1.025.791.705 $+238.414.879 $
+193,6 %
Erweitert ×