17 institutions reported holding $5.0M of FIDELITY GREENWOOD STREET TR (FBUF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Global Trust Asset Management, LLC ($1.2M), RAYMOND JAMES FINANCIAL INC ($673,798), Cambridge Investment Research Advisors, Inc. ($483,000), OLD MISSION CAPITAL LLC ($474,498), RFG Advisory, LLC ($471,658). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Global Trust Asset Management, LLC | $1.2M | 36,965 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $673,798 | 20,880 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $483,000 | 14,970 | Added |
| 4 | OLD MISSION CAPITAL LLC | $474,498 | 14,704 | Added |
| 5 | RFG Advisory, LLC | $471,658 | 14,616 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $453,360 | 14,049 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $323,571 | 10,027 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $262,313 | 8,129 | Added |
| 9 | Kestra Investment Management, LLC | $250,221 | 7,754 | Trimmed |
| 10 | Portfolio Strategies, Inc. | $229,607 | 7,115 | New |
| 11 | BANK OF MONTREAL /CAN/ | $106,491 | 3,300 | New |
| 12 | OSAIC HOLDINGS, INC. | $19,599 | 607 | Added |
| 13 | UBS Group AG | $10,036 | 311 | New |
| 14 | DHJJ Financial Advisors, Ltd. | $130 | 4 | Hold |
| 15 | Royal Bank of Canada | $0 | 0 | Exited |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $0 | 0 | Exited |
| 17 | FMR LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30