Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / YIELD ENHANCED E
-
Total 13F shares
-
191,331
-
Share change
-
+157,221
-
Total reported value
-
$5,489,451
-
Price per share
-
$28.68
-
Number of holders
-
12
-
Value change
-
+$4,509,804
-
Number of buys
-
12
Institutional Holders of FIDELITY GREENWOOD STREET TR - YIELD ENHANCED E (FYEE) as of Q4 2025
As of 31 Dec 2025,
FIDELITY GREENWOOD STREET TR - YIELD ENHANCED E (FYEE) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
191,331 shares.
The largest 10 holders included
HERBST GROUP, LLC, KRAEMATON INVESTMENT ADVISORS, INC, Traynor Capital Management, Inc., Spire Wealth Management, Savvy Advisors, Inc., Newbridge Financial Services Group, Inc., SILVER OAK SECURITIES, INCORPORATED, Global Trust Asset Management, LLC, PARSONS CAPITAL MANAGEMENT INC/RI, and AdvisorNet Financial, Inc.
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.