Fundstr Gran SH US SM & MidGRNJETF

13F holders, Q1 2026 (March 31)
69holders +26
30new positions
5sold out
1famous investor
$25.25avg. 13F price*

At the end of Q1 2026, 69 institutions reported holding Fundstr Gran SH US SM & Mid (GRNJ) in their 13F filings, up 26 from Q4 2025. 30 opened new positions and 5 sold out. The largest holders were Royal Bank of Canada ($22.9M), Teamwork Financial Advisors, LLC ($20.0M) and &partners ($17.6M). 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 (Q1 2026)
CUSIP
45259A258
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q4 2025: 43Q4 2025Q1 2026: 69Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions30$39.6M
Exits5$8.8M

All 13F filers, Q4 2025 → Q1 2026: 5,180,697 shares bought and 509,148 shares sold, net +4,671,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 69 holders

Royal Bank of Canada 0.00% Add +720.1% 914,531 $22.9M
Teamwork Financial Advisors, LLC 2.22% New 800,456 $20.0M
&partners 0.09% Add +164.0% 698,174 $17.6M
HighTower Advisors, LLC 0.02% Add +1244.1% 693,728 $17.4M
Reliant Wealth Planning 4.48% Add +6.2% 592,673 $14.8M
Kestra Private Wealth Services, LLC 0.14% Add +39.0% 456,886 $11.4M
Pinnacle Wealth Management, LLC 7.18% Add +272.2% 426,134 $10.7M
Envestnet Asset Management Inc. 0.00% Add +100.9% 388,022 $9.7M
TrueWealth Advisors, LLC 2.27% Add +4377.6% 361,434 $9.0M
First Heartland Consultants, Inc. 0.55% Add +924.6% 286,610 $7.2M
Sun Financial Inc 2.87% Add +5.5% 182,977 $5.7M
Smith, Moore & Co. 0.35% Add +6.6% 194,394 $4.9M
DKM Wealth Management, Inc. 3.31% Add +117.6% 183,532 $4.6M
Equitable Holdings, Inc. 0.02% New 146,510 $3.7M
VestGen Advisors, LLC 0.10% Add +66.7% 113,342 $3.5M
Game Plan Financial Advisors, LLC 1.33% Reduce -5.0% 114,404 $2.9M
Weaver Consulting Group 0.55% Add +12.5% 92,343 $2.3M
U.S. Capital Wealth Advisors, LLC 0.05% New 86,259 $2.2M
Stifel Financial Corp. 0.00% Add +101.0% 82,839 $2.1M
Lee Johnson Capital Management, LLC 0.74% Add +190.2% 82,446 $2.1M
Integrated Wealth Concepts LLC 0.02% New 77,729 $1.9M
Emissary Wealth LLC 1.57% Add +78.9% 67,053 $1.7M
Cibc World Market Inc. 0.00% Add +26.3% 62,676 $1.6M
ZEGA Investments, LLC 0.27% New 57,103 $1.4M
Greenwich Wealth Management LLC 0.06% New 55,659 $1.4M
BXM Wealth LLC 0.99% Add +49.8% 51,555 $1.3M
Principal Securities, Inc. 0.02% New 44,944 $1.1M
Susquehanna International Group, LLP 0.00% New 44,084 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +178.4% 41,043 $1.0M
Vienna Asset Management LLC 0.81% New 41,020 $1.0M
LPL Financial LLC 0.00% Add +2.0% 39,166 $980K
Cambridge Investment Research Advisors, Inc. 0.00% Add +140.2% 34,346 $859K
Snowden Capital Advisors LLC 0.02% Add +22.8% 29,953 $749K
Independent Financial Group, LLC 0.02% New 27,121 $678K
Tucker Asset Management LLC 0.17% Add +1770.1% 22,983 $575K
Integrated Advisors Network LLC 0.03% Add +27.4% 21,405 $535K
NewEdge Advisors, LLC 0.00% New 20,459 $512K
Parallel Advisors, LLC 0.01% New 19,900 $498K
Institute for Wealth Management, LLC. 0.05% Add +74.5% 19,584 $490K
Insigneo Advisory Services, LLC 0.03% New 18,900 $473K
Quantinno Capital Management LP 0.00% New 18,379 $460K
Debussy Capital Management LP 0.06% New 16,690 $417K
LexAurum Advisors, LLC 0.05% — 16,153 $404K
E&G Advisors, LLC 0.08% Add +65.4% 13,995 $350K
Riggs Asset Managment Co. Inc. 0.07% Reduce -1.2% 13,379 $335K
Concurrent Investment Advisors, LLC 0.00% Reduce -15.9% 12,885 $322K
Citadel Advisors 0.00% Reduce -17.4% 12,841 $321K
Vontobel Holding Ltd. 0.00% New 12,466 $312K
Mariner, LLC 0.00% New 12,067 $302K
Venture Visionary Partners LLC 0.01% New 11,854 $296K
Prospera Financial Services Inc 0.00% New 11,757 $294K
TD Waterhouse Canada Inc. 0.00% Reduce -93.6% 10,600 $268K
Private Advisor Group, LLC 0.00% New 10,660 $267K
Federation des caisses Desjardins du Quebec 0.00% Add +392.6% 10,222 $256K
Ausdal Financial Partners, Inc. 0.01% New 9,786 $245K
GWN Securities Inc. 0.05% New 9,705 $243K
Osaic Holdings, Inc. 0.00% New 9,404 $235K
Savvy Advisors, Inc. 0.01% New 8,335 $208K
Advisory Services Network, LLC 0.00% New 6,825 $171K
JPMorgan Chase & Co. 0.00% New 3,999 $95K
Harbour Investments, Inc. 0.00% Add +281.5% 2,289 $57K
Private Wealth Asset Management, LLC 0.01% Add +166.7% 2,000 $50K
Holos Integrated Wealth LLC 0.02% New 1,600 $41K
Redwood Park Advisors LLC 0.01% Reduce -26.7% 788 $20K
SOA Wealth Advisors, LLC. 0.00% Add +29.3% 653 $16K
Hamrick Investment Counsel, llc 0.00% New 200 $5K
Mather Group, Llc. 0.00% New 175 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 35 $875
Tower Research Capital LLC (TRC) 0.00% New 25 $625

"% 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.