Fundstr Gran SH US LRG CapGRNYETF

13F holders, Q2 2026 (June 30)
329holders +10
37new positions
24sold out
1famous investor
$27.63avg. 13F price*

At the end of Q2 2026, 329 institutions reported holding Fundstr Gran SH US LRG Cap (GRNY) in their 13F filings, up 10 from Q1 2026. 37 opened new positions and 24 sold out. The largest holders were Howard Capital Management, LLC ($178.0M), Royal Bank of Canada ($163.4M) and Raymond James Financial Inc. ($156.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Fundstr Gran SH US LRG Cap
Filed as
TIDAL TRUST I (Q2 2026)
CUSIP
886364231
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q4 2024: 87Q4 2024Q1 2025: 109Q1 2025Q2 2025: 149Q2 2025Q3 2025: 244Q3 2025Q4 2025: 296Q4 2025Q1 2026: 319Q1 2026Q2 2026: 329Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions37$89.4M
Exits24$52.8M

All 13F filers, Q1 2026 → Q2 2026: 10,688,841 shares bought and 4,871,072 shares sold, net +5,817,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 329 holders

Howard Capital Management, LLC 2.12% Reduce -5.7% 6,436,736 $178.0M
Royal Bank of Canada 0.03% Add +0.5% 5,908,845 $163.4M
Raymond James Financial Inc. 0.04% Add +7.6% 5,650,064 $156.2M
HighTower Advisors, LLC 0.07% Add +27.0% 2,487,555 $68.8M
Clal Insurance Enterprises Holdings Ltd 0.29% No change 2,300,000 $63.6M
LPL Financial LLC 0.01% Add +40.4% 2,241,312 $62.0M
Morgan Stanley 0.00% Add +150.9% 1,833,605 $50.7M
Envestnet Asset Management Inc. 0.01% Add +0.9% 1,456,666 $40.3M
TrueWealth Advisors, LLC 8.96% Add +1.7% 1,437,336 $39.7M
Thrivent Financial for Lutherans 0.06% Add +0.7% 1,342,646 $37.1M
Venture Visionary Partners LLC 1.02% Add +0.9% 1,328,988 $36.7M
Stenger Family Office, LLC 5.56% Reduce -2.4% 1,265,578 $35.0M
Socha Financial Group, LLC 14.18% Add +5.0% 1,260,790 $34.9M
Cambridge Investment Research Advisors, Inc. 0.07% Add +6.4% 1,196,574 $33.1M
NewEdge Advisors, LLC 0.09% Add +52.8% 1,102,432 $30.5M
Arcus Capital Partners, LLC 12.40% Add +46.0% 1,084,033 $30.0M
Reliant Wealth Planning 7.93% Add +1.9% 1,043,100 $28.8M
MML Investors Services, LLC 0.06% Add +19.3% 984,228 $27.2M
Meitav Investment House Ltd. 0.17% No change 913,800 $25.3M
Janney Montgomery Scott LLC 0.05% New 858,397 $23.7M
Smith, Moore & Co. 1.47% Add +4.1% 816,101 $22.6M
Pinnacle Wealth Management, LLC 12.25% Reduce -7.0% 715,360 $19.8M
Stifel Financial Corp. 0.02% Add +11.8% 698,926 $19.3M
Integrated Wealth Concepts LLC 0.13% Add +3.1% 693,373 $19.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.77% No change 678,413 $18.8M
Sage Private Wealth Group, LLC 8.36% Reduce -1.9% 672,539 $18.6M
TD Waterhouse Canada Inc. 0.05% Add +34.1% 670,896 $18.6M
Diversify Advisory Services, LLC 0.31% New 685,361 $18.5M
Diversify Wealth Management, LLC 0.31% Reduce -35.5% 685,361 $18.5M
UBS Group AG 0.00% Add +8.0% 658,250 $18.2M
First Heartland Consultants, Inc. 1.15% Add +1.6% 644,409 $17.8M
Kestra Private Wealth Services, LLC 0.19% Add +25.9% 614,029 $17.0M
SOA Wealth Advisors, LLC. 2.72% Add +45.8% 585,575 $16.2M
Osaic Holdings, Inc. 0.02% Add +67.8% 569,651 $15.8M
Blue Sky Capital Consultants Group, Inc. 6.73% Add +1.8% 569,052 $15.7M
NBZ Investment Advisors LLC 6.06% Reduce -2.2% 561,294 $15.5M
D.A. Davidson & Co. 0.08% Add +10.5% 544,339 $15.1M
DKM Wealth Management, Inc. 9.17% Add +5.8% 507,436 $14.0M
VestGen Advisors, LLC 0.41% Add +8.6% 504,537 $14.0M
Retirement Financial Solutions, LLC 3.42% Add +6.5% 503,102 $13.9M
Balance Wealth Partners LLC 3.69% Add +0.2% 501,752 $13.9M
Commonwealth Equity Services, LLC 0.02% Add +15.0% 483,770 $13.4M
Spahn Wealth & Retirement LLC 8.22% New 462,055 $12.8M
Longview Financial Advisors, Inc. 7.28% Add +2.7% 450,393 $12.5M
Cibc World Market Inc. 0.02% Reduce -19.0% 416,218 $11.5M
WCG Wealth Advisors LLC 0.26% Add +33.7% 401,560 $11.1M
American Financial Advisors, LLC 1.28% New 385,033 $10.6M
Western Wealth Management, LLC 0.33% Add +7.3% 369,826 $10.2M
Cetera Investment Advisers 0.01% Add +15.2% 369,446 $10.2M
Emissary Wealth LLC 7.53% Add +28.9% 357,632 $9.9M
Solidarity Wealth, LLC 1.69% New 351,851 $9.7M
Valley Financial Group, Inc. 4.72% Add +3.6% 346,070 $9.6M
Arax Advisory Partners 0.06% Add +4007.6% 333,369 $9.2M
Wells Fargo & Company 0.00% Add +31225.8% 332,054 $9.2M
Harbour Investments, Inc. 0.12% Reduce -25.9% 325,171 $9.0M
Teamwork Financial Advisors, LLC 0.80% Reduce -0.1% 308,866 $8.5M
IFP Advisors, Inc 0.15% Reduce -13.3% 300,895 $8.3M
Sanctuary Advisors, LLC 0.04% Add +1.3% 295,536 $8.2M
Berkshire Money Management, Inc. 0.74% Reduce -3.4% 294,243 $8.1M
Rockefeller Capital Management L.P. 0.01% Add +3.5% 291,303 $8.1M
BXM Wealth LLC 4.35% Add +56.2% 289,149 $8.0M
Theory Financial LLC 2.47% Reduce -11.2% 283,636 $7.8M
Equitable Holdings, Inc. 0.05% Reduce -1.9% 280,200 $7.7M
Private Wealth Asset Management, LLC 0.73% Reduce -1.8% 271,849 $7.5M
Weaver Consulting Group 1.53% Add +4.8% 270,032 $7.5M
Portus Wealth Advisors, LLC 6.04% Add +1.6% 265,200 $7.3M
Advisory Services Network, LLC 0.08% Reduce -3.2% 264,626 $7.3M
Laurel Oak Wealth Management, LLC 1.05% Add +50.0% 259,782 $7.2M
Snowden Capital Advisors LLC 0.17% Add +4.1% 254,110 $7.0M
WJ Wealth Management, LLC 2.72% Add +6.9% 249,361 $6.9M
Legacy Capital Wealth Management, LLC 3.06% Add +14.3% 238,249 $6.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.80% No change 234,127 $6.5M
Kingswood Wealth Advisors, LLC 0.25% Add +1.8% 224,926 $6.2M
DAVENPORT & Co LLC 0.03% Add +13.7% 212,182 $5.9M
Vivid Wealth Management, LLC 2.04% Add +1.9% 209,283 $5.8M
Visionary Wealth Advisors 0.23% Add +15.2% 208,163 $5.8M
Concurrent Investment Advisors, LLC 0.05% Reduce -0.7% 205,977 $5.7M
Lionsbridge Wealth Management LLC 5.55% Reduce -5.0% 204,428 $5.7M
Almanack Investment Partners, LLC. 0.72% New 203,864 $5.6M
Benchmark Financial Wealth Advisors, LLC 1.36% Add +10.3% 198,482 $5.5M
Parallel Advisors, LLC 0.08% Add +11.3% 191,003 $5.3M
PlanVest Financial, Inc 3.46% Add +0.7% 187,033 $5.2M
Lee Johnson Capital Management, LLC 1.56% Add +11.6% 180,988 $5.0M
Clark Wealth Partners 2.76% Add +1700.6% 176,748 $4.9M
Arq Wealth Advisors, LLC 0.60% Add +45.0% 176,666 $4.9M
Private Advisor Group, LLC 0.02% Add +8.8% 171,410 $4.7M
SteelPeak Wealth, LLC 0.12% No change 169,427 $4.7M
Sun Financial Inc 2.18% Add +12.4% 165,189 $4.6M
Brick & Kyle, Associates 1.42% No change 180,280 $4.3M
Financial Designs Corp 2.30% Reduce -5.1% 155,502 $4.3M
HighPoint Advisor Group LLC 0.15% Add +4.2% 155,338 $4.3M
Financial Enhancement Group LLC 0.50% Add +5.8% 152,047 $4.2M
Insigneo Advisory Services, LLC 0.16% Add +59.1% 150,512 $4.2M
Captrust Financial Advisors 0.01% Add +22.6% 135,697 $3.8M
MPWM Advisory Solutions, LLC 1.70% Add +7.9% 134,400 $3.7M
Federation des caisses Desjardins du Quebec 0.01% Add +15.6% 121,264 $3.4M
Meridian Wealth Management, LLC 0.10% Reduce -5.9% 120,104 $3.3M
CoreCap Advisors, LLC 0.10% Reduce -62.3% 117,349 $3.2M
Independent Financial Group, LLC 0.06% Add +16.3% 115,696 $3.2M
Cedarwood Wealth LLC 2.35% Add +14.7% 112,643 $3.1M

"% of holder's portfolio" is GRNY's weight in each manager's 13F, not the share of Fundstr Gran SH US LRG Cap the manager owns.

Show all 329 holders