Fundstr Gran SH US LRG CapGRNYETF

13F holders, Q1 2025 (March 31)
109holders +22
35new positions
15sold out
1famous investor
$18.18avg. 13F price*

At the end of Q1 2025, 109 institutions reported holding Fundstr Gran SH US LRG Cap (GRNY) in their 13F filings, up 22 from Q4 2024. 35 opened new positions and 15 sold out. The largest holders were Royal Bank of Canada ($24.8M), HighTower Advisors, LLC ($20.3M) and TrueWealth Advisors, LLC ($17.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fundstr Gran SH US LRG Cap
Filed as
TIDAL ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions35$17.6M
Exits15$15.0M

All 13F filers, Q4 2024 → Q1 2025: 5,387,924 shares bought and 1,200,338 shares sold, net +4,187,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

Royal Bank of Canada 0.01% Add +573.5% 1,366,711 $24.8M
HighTower Advisors, LLC 0.03% Add +78.7% 1,119,585 $20.3M
TrueWealth Advisors, LLC 5.73% Add +115.1% 960,560 $17.5M
Reliant Wealth Planning 7.64% Add +35.4% 921,813 $16.8M
Venture Visionary Partners LLC 0.61% Add +31.6% 795,562 $14.5M
Meitav Investment House Ltd. 0.22% No change 667,000 $12.1M
Smith, Moore & Co. 0.92% Add +5.7% 545,800 $9.9M
Janney Montgomery Scott LLC 0.03% Add +200.2% 519,641 $9.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.74% No change 495,148 $9.0M
NBZ Investment Advisors LLC 3.67% Add +1172.5% 349,389 $6.4M
Teamwork Financial Advisors, LLC 0.82% Reduce -1.7% 325,800 $5.9M
Cibc World Market Inc. 0.01% Add +2.6% 315,106 $5.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +117.7% 275,602 $5.0M
DKM Wealth Management, Inc. 4.72% Add +51.0% 267,568 $4.9M
Advisory Services Network, LLC 0.08% Reduce -2.0% 234,675 $4.3M
Redwood Wealth Management Group, LLC 2.00% Add +362.1% 216,007 $3.9M
Kestra Private Wealth Services, LLC 0.06% Add +65.5% 207,920 $3.8M
Weaver Consulting Group 1.07% New 194,977 $3.5M
Realta Investment Advisors 1.59% Add +15.4% 191,549 $3.5M
IFP Advisors, Inc 0.10% Add +31.5% 184,513 $3.4M
Vivid Wealth Management, LLC 1.59% New 175,274 $3.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.78% No change 171,852 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +83.6% 146,952 $2.7M
VestGen Advisors, LLC 0.12% — 143,116 $2.6M
Debussy Capital Management LP 0.41% Reduce -0.6% 139,225 $2.5M
First Heartland Consultants, Inc. 0.21% Add +97.5% 111,064 $2.0M
Snowden Capital Advisors LLC 0.06% Add +219.1% 108,486 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -36.5% 89,105 $1.6M
Private Wealth Asset Management, LLC 0.23% — 86,400 $1.6M
BXM Wealth LLC 1.85% New 84,415 $1.5M
Susquehanna International Group, LLP 0.00% Add +21.9% 76,700 $1.4M
Sanctuary Advisors, LLC 0.01% Add +90.8% 64,387 $1.2M
D.A. Davidson & Co. 0.01% Add +390.9% 60,387 $1.1M
SOA Wealth Advisors, LLC. 0.21% Add +15.8% 54,790 $996K
Flow Traders U.S. LLC 0.04% New 54,737 $995K
DAVENPORT & Co LLC 0.01% Add +119.7% 53,614 $974K
Arq Wealth Advisors, LLC 0.34% Add +29.8% 49,813 $905K
Jane Street Group, LLC 0.00% Reduce -73.2% 48,356 $879K
NTV Asset Management LLC 0.12% Add +14.8% 47,890 $870K
Osaic Holdings, Inc. 0.00% Add +3366.1% 45,059 $819K
Stifel Financial Corp. 0.00% Add +278.4% 44,816 $815K
Wealth Enhancement Advisory Services, LLC 0.00% New 44,600 $811K
Institute for Wealth Management, LLC. 0.10% New 44,245 $804K
Harbour Investments, Inc. 0.02% Add +106.1% 44,100 $802K
Citadel Advisors 0.00% Reduce -76.3% 41,045 $746K
Apollon Wealth Management, LLC 0.02% No change 39,299 $714K
Garden State Investment Advisory Services LLC 0.21% New 35,684 $649K
OMNI 360 Wealth, Inc. 0.43% Add +45.5% 35,551 $646K
Integrated Advisors Network LLC 0.03% New 34,861 $634K
Game Plan Financial Advisors, LLC 0.35% Add +224.7% 34,058 $619K
Riggs Asset Managment Co. Inc. 0.17% New 33,686 $612K
Fortress Private Ledger, LLC 0.33% Add +27.2% 32,537 $591K
Visionary Wealth Advisors 0.03% Add +22.9% 29,935 $544K
Aveo Capital Partners, LLC 0.09% Reduce -2.1% 27,650 $539K
Brick & Kyle, Associates 0.24% New 28,720 $518K
Disciplined Investors, L.L.C. 0.46% New 28,000 $509K
Whitaker-Myers Wealth Managers, LTD. 0.14% New 26,633 $484K
Group One Trading LLC 0.02% Reduce -50.0% 26,278 $478K
Federation des caisses Desjardins du Quebec 0.00% Add +422.1% 26,190 $476K
Sandbox Financial Partners, LLC 0.14% New 21,922 $398K
GWN Securities Inc. 0.02% New 21,420 $389K
Simplex Trading, LLC 0.01% Reduce -46.9% 19,207 $349K
Mutual Advisors, LLC 0.01% Add +2.5% 18,036 $340K
Kestra Advisory Services, LLC 0.00% Add +34.3% 18,590 $338K
Masso Torrence Wealth Management Inc. 0.17% New 17,539 $319K
Wedbush Securities Inc. 0.01% New 16,635 $302K
TRUE Private Wealth Advisors 0.04% New 16,478 $299K
Capital Market Strategies LLC 0.20% New 16,390 $298K
Envestnet Asset Management Inc. 0.00% Add +15.7% 15,756 $286K
IPG Investment Advisors LLC 0.06% Reduce -11.6% 14,800 $269K
Focus Partners Wealth 0.00% New 14,400 $262K
Belvedere Trading LLC 0.02% Reduce -72.8% 14,008 $255K
Larson Financial Group LLC 0.01% Add +2510.9% 13,655 $248K
BNC Wealth Management, LLC 0.09% Add +16.2% 13,578 $247K
Truist Financial Corp. 0.00% New 12,500 $227K
Morgan Stanley 0.00% Add +1246.0% 12,343 $224K
HUB Investment Partners, LLC 0.01% New 12,251 $223K
World Investment Advisors 0.01% Add +8.3% 12,128 $220K
Captrust Financial Advisors 0.00% Add +15.4% 11,538 $210K
Cresset Asset Management, LLC 0.00% No change 11,396 $207K
Act Wealth Management, LLC 0.09% New 10,526 $191K
Parallel Advisors, LLC 0.00% New 10,000 $182K
Horrell Capital Management, Inc. 0.05% Add +28.0% 6,400 $116K
Barrett & Company, Inc. 0.04% Add +2.0% 5,100 $93K
Principal Securities, Inc. 0.00% No change 3,677 $73K
Arax Advisory Partners 0.00% New 3,099 $56K
Creative Financial Designs Inc. 0.00% New 2,822 $51K
Continuum Advisory, LLC 0.00% New 1,970 $36K
Bank of America Corp. 0.00% Reduce -96.3% 1,735 $32K
JPMorgan Chase & Co. 0.00% New 1,500 $27K
UBS Group AG 0.00% No change 1,500 $27K
BlackRock, Inc. 0.00% New 1,394 $25K
HighMark Wealth Management LLC 0.01% No change 1,275 $23K
Western Pacific Wealth Management, LP 0.02% No change 1,000 $18K
Atticus Wealth Management, LLC 0.01% No change 1,000 $18K
Lanark Financial, Inc. 0.00% — 1,000 $18K
Cedar Mountain Advisors, LLC 0.00% Add +25.0% 750 $14K
Steward Partners Investment Advisory, LLC 0.00% Add +36.0% 680 $12K
Jones Financial Companies LLLP 0.00% New 563 $10K
AdvisorNet Financial, Inc 0.00% New 512 $9K
Your Advocates Ltd., LLP 0.00% New 500 $9K
Cwm, LLC 0.00% Add +373.7% 450 $8K
Kennebec Savings Bank 0.00% New 248 $5K
Farther Finance Advisors, LLC 0.00% New 242 $4K
EverSource Wealth Advisors, LLC 0.00% Reduce -60.0% 200 $4K
Prudent Man Investment Management, Inc. 0.00% No change 100 $2K
DHJJ Financial Advisors, Ltd. 0.00% New 101 $2K
Tortoise Investment Management, LLC 0.00% No change 100 $2K
Clark Wealth Partners 0.00% New 30 $545

"% 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.