Fundstr Gran SH US SM & MidGRNJ ETF 13F holders, Q4 2025 (December 31) 43 holders
1 famous investor
$25.51 avg. 13F price*
At the end of Q4 2025 , 43 institutions reported holding Fundstr Gran SH US SM & Mid (GRNJ) in their 13F filings. The largest holders were Reliant Wealth Planning ($14.3M), Kestra Private Wealth Services, LLC ($8.4M) and &partners ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company Fundstr Gran SH US SM & Mid
Filed as TIDAL TRUST III (Q4 2025)
CUSIP 45259A258
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2025 Institutions Total Value New Positions 41 $77.4M Exits 0 $0
Ownership 43 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Reliant Wealth Planning 4.45% New 557,894 $14.3M Kestra Private Wealth Services, LLC 0.10% New 328,566 $8.4M &partners 0.03% New 264,448 $6.6M Pasadena Private Wealth, LLC 0.88% New 252,239 $6.4M Envestnet Asset Management Inc. 0.00% New 193,135 $4.9M Smith, Moore & Co. 0.35% New 182,293 $4.7M Sun Financial Inc 2.47% — 173,359 $4.4M TD Waterhouse Canada Inc. 0.03% New 165,337 $4.2M Game Plan Financial Advisors, LLC 1.34% New 120,454 $3.1M Pinnacle Wealth Management, LLC 1.97% New 114,500 $2.9M Royal Bank of Canada 0.00% New 111,512 $2.8M DKM Wealth Management, Inc. 1.61% New 84,346 $2.2M Weaver Consulting Group 0.51% New 82,071 $2.1M VestGen Advisors, LLC 0.07% New 67,976 $1.7M HighTower Advisors, LLC 0.00% New 51,614 $1.3M Cibc World Market Inc. 0.00% New 49,628 $1.3M Stephens Inc. 0.01% New 44,520 $1.1M Stifel Financial Corp. 0.00% New 41,215 $1.1M LPL Financial LLC 0.00% New 38,386 $981K Emissary Wealth LLC 0.80% — 37,478 $958K BXM Wealth LLC 0.68% New 34,410 $879K Lee Johnson Capital Management, LLC 0.25% New 28,406 $726K First Heartland Consultants, Inc. 0.05% New 27,973 $715K Rockefeller Capital Management L.P. 0.00% New 25,095 $641K Snowden Capital Advisors LLC 0.02% New 24,389 $623K Jane Street Group, LLC 0.00% New 20,408 $521K Integrated Advisors Network LLC 0.02% New 16,805 $429K Citadel Advisors 0.00% New 15,556 $397K Concurrent Investment Advisors, LLC 0.00% New 15,315 $391K Commonwealth Equity Services, LLC 0.00% New 14,744 $377K Cambridge Investment Research Advisors, Inc. 0.00% New 14,299 $365K Riggs Asset Managment Co. Inc. 0.07% New 13,546 $346K Institute for Wealth Management, LLC. 0.03% New 11,224 $287K E&G Advisors, LLC 0.05% New 8,460 $216K TrueWealth Advisors, LLC 0.05% New 8,072 $206K Federation des caisses Desjardins du Quebec 0.00% New 2,075 $53K Tucker Asset Management LLC 0.01% New 1,229 $31K Redwood Park Advisors LLC 0.02% New 1,075 $27K Private Wealth Asset Management, LLC 0.00% New 750 $19K Harbour Investments, Inc. 0.00% New 600 $15K SOA Wealth Advisors, LLC. 0.00% New 505 $13K Bank of America Corp. 0.00% New 500 $13K Steward Partners Investment Advisory, LLC 0.00% New 35 $894
"% of holder's portfolio" is GRNJ's weight in each manager's 13F, not the share of Fundstr Gran SH US SM & Mid the manager owns.