Filing Research | FIDELITY ETHEREUM FD Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Abundance Wealth Counselors	Shares	104.2KSH	$1.6M
2	First Heartland Consultants, Inc.	Shares	90.6KSH	$1.4M
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	80.1KSH	$1.3M
4	Financial Designs Corp	Shares	51.1KSH	$804.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.6KSH	$724.7K
6	MEITAV INVESTMENT HOUSE LTD	Shares	42.5KSH	$668.3K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	CALL	24.9KSH	$444.7K
8	Union Bancaire Privee, UBP SA	Shares	29.3KSH	$382.7K
9	IFP Advisors, Inc	Shares	21.1KSH	$332.6K
10	Sunesis Advisors, LLC	Shares	17.6KSH	$277.0K
11	National Wealth Management Group, LLC	Shares	15.4KSH	$243.2K
12	Lansing Street Advisors	Shares	15.0KSH	$236.6K
13	Activest Wealth Management	Shares	13.6KSH	$213.8K
14	Wiser Wealth Management, Inc	Shares	13.3KSH	$209.0K
15	Traynor Capital Management, Inc.	Shares	11.4KSH	$178.8K
16	Avidian Wealth Enterprises, LLC	Shares	10.4KSH	$164.2K
17	Farther Finance Advisors, LLC	Shares	7.1KSH	$112.3K
18	FIRST UNITED BANK & TRUST	Shares	6.0KSH	$94.8K
19	Blue Trust, Inc.	Shares	3.9KSH	$61.4K
20	SIGNATUREFD, LLC	Shares	1.0KSH	$15.7K
21	Allied Private Wealth LLC	Shares	750SH	$13.0K
22	Financial Perspectives, Inc	Shares	804SH	$12.7K
23	Aspect Partners, LLC	Shares	412SH	$6.5K
24	Abound Wealth Management	Shares	378SH	$5.9K
25	ATWOOD & PALMER INC	Shares	300SH	$4.7K
26	FINANCIAL CONSULATE, INC	Shares	125SH	$2.0K
27	Cape Investment Advisory, Inc.	Shares	100SH	$1.6K
28	Legacies Wealth LLC	Shares	94SH	$1.5K
29	Spire Wealth Management	Shares	80SH	$1.3K
30	Signature Resources Capital Management, LLC	Shares	46SH	$724
31	PARK AVENUE SECURITIES LLC	Shares	38.1KSH	$600
32	Aventura Private Wealth, LLC	Shares	14SH	$220
33	High Point Wealth Management, LLC	Shares	7SH	$110
34	Golden State Wealth Management, LLC	Shares	6SH	$94

Manager changes2026-06-30 vs 2026-03-31

36 / 36 loaded

#		Instrument
1	Abundance Wealth Counselors added	Shares	+52.1K	+$552.5K	$1.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	CALL	+24.9K	+$444.7K	$444.7K
3	Lansing Street Advisors new	Shares	+15.0K	+$236.6K	$236.6K
4	Wiser Wealth Management, Inc new	Shares	+13.3K	+$209.0K	$209.0K
5	Traynor Capital Management, Inc. new	Shares	+11.4K	+$178.8K	$178.8K
6	Farther Finance Advisors, LLC added	Shares	+5.2K	+$71.1K	$112.3K
7	Cape Investment Advisory, Inc. new	Shares	+100	+$1.6K	$1.6K
8	PARK AVENUE SECURITIES LLC new	Shares	+38.1K	+$600	$600
9	Golden State Wealth Management, LLC new	Shares	+6	+$94	$94
10	High Point Wealth Management, LLC unchanged	Shares	0	-$36	$110
11	Aventura Private Wealth, LLC unchanged	Shares	0	-$72	$220
12	Signature Resources Capital Management, LLC unchanged	Shares	0	-$236	$724
13	Spire Wealth Management unchanged	Shares	0	-$411	$1.3K
14	Legacies Wealth LLC unchanged	Shares	0	-$483	$1.5K
15	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$642	$2.0K
16	SIGNATUREFD, LLC added	Shares	+200	-$964	$15.7K
17	ATWOOD & PALMER INC unchanged	Shares	0	-$1.5K	$4.7K
18	Abound Wealth Management unchanged	Shares	0	-$1.9K	$5.9K
19	Aspect Partners, LLC unchanged	Shares	0	-$2.1K	$6.5K
20	Financial Perspectives, Inc unchanged	Shares	0	-$4.1K	$12.7K
21	IFP Advisors, Inc added	Shares	+4.8K	-$8.0K	$332.6K
22	DAGCO, INC. exited	Shares	-775	-$16.2K	$0
23	Blue Trust, Inc. unchanged	Shares	0	-$20.1K	$61.4K
24	FIRST UNITED BANK & TRUST unchanged	Shares	0	-$30.9K	$94.8K
25	Avidian Wealth Enterprises, LLC added	Shares	+591	-$41.3K	$164.2K
26	Bogart Wealth, LLC exited	Shares	-3.6K	-$75.2K	$0
27	National Wealth Management Group, LLC unchanged	Shares	0	-$79.4K	$243.2K
28	Union Bancaire Privee, UBP SA unchanged	Shares	0	-$89.4K	$382.7K
29	Sunesis Advisors, LLC unchanged	Shares	0	-$90.4K	$277.0K
30	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+15.0K	-$98.4K	$1.3M
31	Financial Designs Corp added	Shares	+5.1K	-$155.5K	$804.7K
32	Activest Wealth Management trimmed	Shares	-4.5K	-$163.2K	$213.8K
33	MEITAV INVESTMENT HOUSE LTD added	Shares	+2.3K	-$170.7K	$668.3K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.4K	-$181.2K	$724.7K
35	First Heartland Consultants, Inc. added	Shares	+170	-$462.4K	$1.4M
36	BNC WEALTH MANAGEMENT, LLC exited	Shares	-247.0K	-$5.2M	$0