Fundstr Gran SH US LRG CapGRNYETF
13F holders, Q4 2025 (December 31)296holders +52
67new positions
23sold out
1famous investor
$24.71avg. 13F price*
At the end of Q4 2025, 296 institutions reported holding Fundstr Gran SH US LRG Cap (GRNY) in their 13F filings, up 52 from Q3 2025. 67 opened new positions and 23 sold out. The largest holders were Thrivent Financial for Lutherans ($147.3M), Royal Bank of Canada ($131.7M) and Raymond James Financial Inc. ($81.1M). 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 (Q4 2025)
- CUSIP
- 886364231
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $175.8M |
| Exits | 23 | $11.7M |
All 13F filers, Q3 2025 → Q4 2025: 24,541,201 shares bought and 1,288,230 shares sold, net +23,252,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| Thrivent Financial for Lutherans | 0.27% | Add +362.1% | 5,934,411 | $147.3M |
| Royal Bank of Canada | 0.02% | Add +38.4% | 5,319,721 | $131.7M |
| Raymond James Financial Inc. | 0.03% | Add +71.5% | 3,277,042 | $81.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.37% | New | 2,300,000 | $56.9M |
| HighTower Advisors, LLC | 0.05% | Add +10.0% | 2,021,817 | $50.1M |
| TTP Investments, Inc. | 14.08% | Add +33.4% | 1,740,166 | $43.1M |
| Diversify Advisory Services, LLC | 1.04% | Add +12.1% | 1,270,624 | $32.9M |
| TrueWealth Advisors, LLC | 8.48% | Add +1.3% | 1,322,606 | $32.7M |
| Stenger Family Office, LLC | 6.51% | Reduce -0.7% | 1,273,356 | $31.5M |
| Socha Financial Group, LLC | 13.80% | Add +8364.6% | 1,142,473 | $28.3M |
| LPL Financial LLC | 0.01% | Add +817.9% | 1,117,377 | $27.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +54.2% | 1,036,486 | $25.7M |
| Pasadena Private Wealth, LLC | 3.38% | New | 994,474 | $24.6M |
| Reliant Wealth Planning | 7.58% | Reduce -1.8% | 979,647 | $24.3M |
| Cwm, LLC | 0.06% | Add +17.9% | 913,888 | $22.6M |
| Meitav Investment House Ltd. | 0.26% | Add +37.0% | 913,800 | $22.6M |
| Venture Visionary Partners LLC | 0.74% | Add +2.8% | 913,745 | $22.6M |
| MML Investors Services, LLC | 0.05% | Add +5.4% | 894,771 | $22.2M |
| Pinnacle Wealth Management, LLC | 13.55% | Add +2.9% | 812,731 | $20.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +21.5% | 801,949 | $19.9M |
| Smith, Moore & Co. | 1.44% | Add +2.7% | 771,453 | $19.1M |
| bLong Financial, LLC | 11.95% | Add +101.4% | 690,955 | $17.1M |
| Arcus Capital Partners, LLC | 6.12% | New | 688,208 | $17.0M |
| Sage Private Wealth Group, LLC | 9.15% | Reduce -0.4% | 687,220 | $17.0M |
| NewEdge Advisors, LLC | 0.06% | Add +47.1% | 683,497 | $16.9M |
| Stifel Financial Corp. | 0.02% | Add +36.5% | 679,857 | $16.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.10% | Add +37.0% | 678,413 | $16.8M |
| First Heartland Consultants, Inc. | 1.12% | Add +36.6% | 596,861 | $14.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +36.4% | 554,568 | $13.7M |
| NBZ Investment Advisors LLC | 5.99% | Add +6.7% | 554,108 | $13.7M |
| Cibc World Market Inc. | 0.02% | Add +13.7% | 530,550 | $13.1M |
| Blue Sky Capital Consultants Group, Inc. | 5.40% | New | 499,580 | $12.4M |
| VestGen Advisors, LLC | 0.47% | Add +37.4% | 447,629 | $11.1M |
| DKM Wealth Management, Inc. | 8.06% | Add +18.3% | 436,483 | $10.8M |
| Longview Financial Advisors, Inc. | 7.09% | Reduce -0.0% | 421,583 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +8167.0% | 411,698 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +5.3% | 408,153 | $10.1M |
| Teamwork Financial Advisors, LLC | 1.06% | Reduce -3.2% | 400,667 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +407.6% | 383,988 | $9.5M |
| Theory Financial LLC | 3.15% | Add +23.1% | 364,683 | $9.4M |
| SOA Wealth Advisors, LLC. | 1.52% | Add +12.6% | 370,680 | $9.2M |
| D.A. Davidson & Co. | 0.06% | Add +42.0% | 363,467 | $9.0M |
| Brookwood Investment Group LLC | 1.08% | New | 362,672 | $9.0M |
| IFP Advisors, Inc | 0.19% | Add +7.0% | 334,673 | $8.3M |
| Milestone Asset Management, LLC | 1.48% | Reduce -62.0% | 317,934 | $7.9M |
| Valley Financial Group, Inc. | 4.32% | New | 310,927 | $7.7M |
| CoreCap Advisors, LLC | 0.27% | Add +4.7% | 307,134 | $7.6M |
| Berkshire Money Management, Inc. | 0.68% | Add +17.2% | 287,529 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +16.6% | 284,551 | $7.0M |
| Advisory Services Network, LLC | 0.10% | Add +16.8% | 272,442 | $6.7M |
| Lionsbridge Wealth Management LLC | 6.56% | Add +8.8% | 261,849 | $6.5M |
| Portus Wealth Advisors, LLC | 6.08% | Add +2.1% | 260,306 | $6.4M |
| Willow Financial LLC | 6.31% | — | 250,579 | $6.2M |
| Weaver Consulting Group | 1.51% | Add +2.0% | 248,736 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Reduce -0.1% | 247,974 | $6.1M |
| Ausdal Financial Partners, Inc. | 0.27% | Add +88.3% | 238,285 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +148.6% | 236,147 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +558.5% | 235,985 | $5.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.14% | Add +36.2% | 234,127 | $5.8M |
| Private Wealth Asset Management, LLC | 0.62% | Add +24.8% | 231,050 | $5.7M |
| Harbour Investments, Inc. | 0.12% | Add +13.6% | 229,337 | $5.7M |
| Snowden Capital Advisors LLC | 0.15% | Add +21.0% | 227,445 | $5.6M |
| Vienna Asset Management LLC | 3.19% | Add +325.9% | 227,023 | $5.6M |
| Scotia Capital Inc. | 0.02% | Reduce -9.9% | 223,841 | $5.5M |
| Brick & Kyle, Associates | 1.97% | Add +226.8% | 223,159 | $5.5M |
| 1248 Management, LLC | 2.91% | No change | 219,427 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +532.6% | 217,551 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +1230.4% | 208,998 | $5.2M |
| Redwood Wealth Management Group, LLC | 2.14% | Reduce -4.9% | 205,951 | $5.1M |
| Emissary Wealth LLC | 4.27% | — | 205,138 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +26.4% | 204,980 | $5.1M |
| Lee Johnson Capital Management, LLC | 1.74% | New | 204,387 | $5.1M |
| Legacy Capital Wealth Management, LLC | 3.00% | — | 200,068 | $5.0M |
| Vivid Wealth Management, LLC | 1.92% | Add +9.3% | 200,006 | $5.0M |
| WJ Wealth Management, LLC | 2.11% | New | 194,286 | $4.8M |
| CMC Financial Group | 8.02% | Add +347.7% | 181,586 | $4.5M |
| DAVENPORT & Co LLC | 0.02% | Add +30.1% | 169,380 | $4.2M |
| Parallel Advisors, LLC | 0.08% | Add +6.4% | 169,047 | $4.2M |
| Stephens Inc. | 0.05% | Add +1005.7% | 166,745 | $4.1M |
| SteelPeak Wealth, LLC | 0.13% | Add +242.6% | 164,463 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +190.0% | 162,844 | $4.0M |
| BXM Wealth LLC | 3.09% | Add +302.9% | 372,557 | $4.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +57556.1% | 155,095 | $3.8M |
| Visionary Wealth Advisors | 0.17% | Add +23.8% | 150,317 | $3.7M |
| Financial Designs Corp | 2.06% | New | 146,965 | $3.6M |
| Sun Financial Inc | 2.00% | — | 144,564 | $3.6M |
| Longitude (Cayman) Ltd. | 3.00% | — | 140,000 | $3.5M |
| Members Advisory Group LLC | 1.27% | Add +178.1% | 136,266 | $3.4M |
| UBS Group AG | 0.00% | Add +61.4% | 136,114 | $3.4M |
| Financial Enhancement Group LLC | 0.43% | Add +24.0% | 129,989 | $3.3M |
| Debussy Capital Management LP | 0.44% | Add +2.1% | 131,868 | $3.3M |
| Meridian Wealth Management, LLC | 0.11% | Add +14.1% | 128,333 | $3.2M |
| Fidelis Wealth Advisors LLC | 4.25% | — | 118,455 | $2.9M |
| Principal Securities, Inc. | 0.04% | Add +26.7% | 114,943 | $2.8M |
| WCG Wealth Advisors LLC | 0.08% | New | 114,550 | $2.8M |
| Menard Financial Group LLC | 1.88% | Reduce -0.3% | 110,763 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +59.1% | 109,227 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 107,537 | $2.7M |
| Tempus Wealth Planning, LLC | 0.61% | Add +25.9% | 106,980 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.7% | 99,698 | $2.6M |
| Mgo One Seven LLC | 0.05% | Add +2.6% | 100,750 | $2.5M |
| Compass Capital Corp. /Ma/ | 0.95% | New | 98,539 | $2.5M |
| Concentrum Wealth Management | 0.67% | New | 97,321 | $2.4M |
| Arq Wealth Advisors, LLC | 0.64% | Add +31.6% | 95,911 | $2.4M |
| Noble Wealth Management PBC | 1.19% | Add +5.7% | 95,722 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +130.7% | 91,679 | $2.3M |
| Morangie Management LLC | 1.81% | New | 91,533 | $2.3M |
| Per Stirling Capital Management, LLC. | 0.25% | Add +3.8% | 90,851 | $2.2M |
| Cedarwood Wealth LLC | 2.38% | — | 83,308 | $2.1M |
| World Investment Advisors | 0.03% | Add +24.0% | 84,853 | $2.1M |
| Game Plan Financial Advisors, LLC | 0.92% | Add +55.9% | 84,794 | $2.1M |
| Ruggiero Investments, Inc. | 1.89% | — | 84,576 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +25.9% | 84,272 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -61.5% | 82,834 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +21.1% | 82,176 | $2.0M |
| Phoenix Financial Ltd. | 0.02% | New | 82,130 | $2.0M |
| BlackDiamond Wealth Management, LLC | 0.99% | Add +18.6% | 80,472 | $2.0M |
| Centaurus Financial, Inc. | 0.09% | Add +195.9% | 81,153 | $2.0M |
| Group One Trading LLC | 0.06% | Reduce -21.2% | 77,664 | $1.9M |
| Insigneo Advisory Services, LLC | 0.14% | Add +105.5% | 76,112 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +5.6% | 74,219 | $1.8M |
| Oxler Private Wealth LLC | 0.52% | Add +263.5% | 73,088 | $1.8M |
| Laurel Oak Wealth Management, LLC | 0.30% | — | 72,839 | $1.8M |
| Counterweight Ventures, LLC | 1.00% | Add +9.4% | 72,048 | $1.8M |
| Benchmark Financial Wealth Advisors, LLC | 0.50% | New | 71,021 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +12.1% | 70,731 | $1.8M |
| Kintra Wealth, LLC | 0.24% | New | 69,423 | $1.7M |
| Citizens Financial Group Inc. | 0.02% | No change | 67,365 | $1.7M |
| Allworth Financial LP | 0.01% | Add +41.5% | 65,121 | $1.6M |
| Tucker Asset Management LLC | 0.46% | Add +3.4% | 64,228 | $1.6M |
| Institute for Wealth Management, LLC. | 0.17% | Add +1.8% | 63,992 | $1.6M |
| HighPoint Advisor Group LLC | 0.03% | New | 63,698 | $1.6M |
| Disciplined Investors, L.L.C. | 1.00% | Reduce -0.8% | 61,434 | $1.5M |
| GWN Securities Inc. | 0.29% | Add +11.1% | 57,679 | $1.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.30% | Add +1.4% | 57,550 | $1.4M |
| Fortress Private Ledger, LLC | 0.46% | Add +16.1% | 56,781 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +14.4% | 55,727 | $1.4M |
| KERR FINANCIAL PLANNING Corp | 1.84% | Add +65.2% | 56,315 | $1.4M |
| NTV Asset Management LLC | 0.14% | Reduce -0.5% | 53,805 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +36.8% | 53,585 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.9% | 51,506 | $1.3M |
| Clear Creek Financial Management, LLC | 0.10% | New | 50,199 | $1.2M |
| Sigma Planning Corp | 0.03% | New | 47,951 | $1.2M |
| CAP Partners, LLC | 0.66% | Add +5.2% | 47,364 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -0.4% | 47,364 | $1.2M |
| Sandbox Financial Partners, LLC | 0.32% | Add +19.8% | 46,957 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.59% | Add +12.4% | 45,343 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.27% | Add +10.6% | 45,746 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -0.1% | 45,634 | $1.1M |
| Mariner, LLC | 0.00% | Add +60.7% | 45,630 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +1.3% | 45,356 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Add +9.7% | 45,108 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 43,844 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Add +99.1% | 41,211 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.55% | Add +45.1% | 40,515 | $1.0M |
| Maia Wealth LLC | 0.16% | Reduce -1.5% | 39,252 | $962K |
| Apollon Wealth Management, LLC | 0.02% | No change | 38,579 | $955K |
| Wealth Watch Advisors, INC | 0.35% | Add +262.1% | 38,181 | $945K |
| Fulcrum Equity Management | 0.90% | New | 37,968 | $940K |
| Riggs Asset Managment Co. Inc. | 0.19% | Reduce -42.9% | 37,632 | $932K |
| Cozad Asset Management Inc. | 0.07% | Add +13.9% | 36,797 | $911K |
| Evolution Wealth Advisors, LLC | 0.09% | Reduce -2.3% | 36,090 | $894K |
| Wedbush Securities Inc. | 0.03% | Add +10.1% | 35,091 | $869K |
| Creative Planning | 0.00% | Add +7.0% | 34,282 | $849K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 33,562 | $831K |
| Truvestments Capital LLC | 0.15% | No change | 33,150 | $821K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 31,314 | $775K |
| Wilmar Advisors LLC | 0.58% | No change | 30,000 | $743K |
| IMC-Chicago, LLC | 0.01% | New | 29,426 | $729K |
| Simplex Trading, LLC | 0.02% | Reduce -38.3% | 29,107 | $721K |
| Vise Technologies, Inc. | 0.01% | New | 28,935 | $716K |
| Geneva Partners, LLC | 0.25% | Add +33.4% | 28,340 | $702K |
| AQR Capital Management | 0.00% | New | 28,170 | $697K |
| Cresset Asset Management, LLC | 0.00% | Add +22.0% | 27,688 | $686K |
| BNC Wealth Management, LLC | 0.17% | Add +19.7% | 27,470 | $680K |
| Private Client Services, LLC | 0.21% | Reduce -1.4% | 27,027 | $669K |
| ETF Store, Inc. | 0.66% | Add +8.9% | 26,265 | $650K |
| Integrated Advisors Network LLC | 0.03% | Add +8.8% | 25,993 | $644K |
| Tactive Advisors, LLC | 0.19% | Reduce -4.0% | 25,550 | $633K |
| Cerity Partners LLC | 0.00% | Add +75.7% | 25,127 | $622K |
| Essex Financial Services, Inc. | 0.04% | No change | 24,900 | $617K |
| Walled Lake Planning & Wealth Management, LLC | 0.19% | Reduce -0.1% | 24,338 | $603K |
| ATX Financial Planning, LLC | 0.46% | — | 24,068 | $596K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +19.6% | 22,847 | $566K |
| SLT Holdings LLC | 0.38% | Reduce -4.5% | 22,689 | $562K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3667.7% | 22,606 | $559K |
| E&G Advisors, LLC | 0.12% | Add +10.2% | 22,194 | $550K |
| International Assets Investment Management, LLC | 0.04% | New | 21,105 | $523K |
| TRUE Private Wealth Advisors | 0.05% | Add +13.6% | 21,030 | $521K |
| Core Wealth Advisors, Inc. | 0.13% | No change | 20,599 | $510K |
| FineMark National Bank & Trust | 0.02% | New | 19,489 | $483K |
| IPG Investment Advisors LLC | 0.08% | No change | 19,300 | $478K |
| Estate Planners Group, LLC | 0.20% | — | 18,541 | $459K |
| Wealthspire Advisors, LLC | 0.00% | Add +186.3% | 18,311 | $453K |
| CV Advisors LLC | 0.12% | No change | 18,278 | $453K |
| AE Wealth Management LLC | 0.00% | Add +30.0% | 16,951 | $420K |
| Intrepid Financial Planning Group LLC | 0.16% | Add +19.7% | 16,894 | $418K |
| HRT Financial LP | 0.00% | New | 16,447 | $407K |
| Morgan Stanley | 0.00% | Reduce -21.6% | 16,028 | $397K |
| Founders Financial Alliance, LLC | 0.07% | New | 15,558 | $385K |
| Maridea Wealth Management LLC | 0.06% | Add +53.3% | 15,332 | $380K |
| Cary Street Partners Financial LLC | 0.01% | New | 15,110 | $374K |
| Keebeck Wealth Management | 0.04% | Add +1.4% | 14,656 | $363K |
| GK Wealth Management LLC | 0.25% | New | 13,750 | $340K |
| Mainsail Asset Management, LLC | 0.15% | Add +55.3% | 13,747 | $340K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.5% | 13,142 | $325K |
| Bank of Montreal | 0.00% | Add +158.9% | 12,867 | $319K |
| National Bank of Canada | 0.00% | New | 12,600 | $312K |
| Ciovacco Capital Management LLC | 0.15% | No change | 12,362 | $306K |
| Arkadios Wealth Advisors | 0.01% | New | 12,275 | $304K |
| Revisor Wealth Management LLC | 0.08% | New | 11,976 | $302K |
| Barrett & Company, Inc. | 0.10% | Add +34.7% | 12,025 | $298K |
| Advisory Alpha, LLC | 0.01% | New | 12,017 | $298K |
| Optima Capital LLC | 0.13% | Add +32.2% | 12,005 | $297K |
| Schorn Wealth LLC | 0.09% | No change | 11,986 | $297K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 10,743 | $266K |
| Deltec Asset Management LLC | 0.04% | No change | 10,600 | $262K |
| Act Wealth Management, LLC | 0.09% | Reduce -28.5% | 10,577 | $262K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,562 | $262K |
| RHL Group, LLC | 0.21% | — | 10,336 | $256K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +22.7% | 21,042 | $252K |
| Bokf, NA | 0.00% | New | 9,970 | $247K |
| Horrell Capital Management, Inc. | 0.11% | No change | 9,896 | $245K |
| ORG Partners LLC | 0.04% | No change | 9,805 | $243K |
| Wealthcare Capital Partners, LLC | 0.11% | New | 9,797 | $243K |
| Calton & Associates, Inc. | 0.04% | New | 9,785 | $242K |
| Acorn Creek Capital LLC | 0.09% | No change | 9,580 | $237K |
| Quartz Partners, LLC | 0.09% | New | 9,506 | $235K |
| Perigon Wealth Management, LLC | 0.00% | New | 9,361 | $232K |
| Harmony Asset Management LLC | 0.08% | No change | 9,240 | $229K |
| Xcel Wealth Management, LLC | 0.06% | Add +5.3% | 9,132 | $226K |
| Csenge Advisory Group | 0.01% | New | 9,083 | $225K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 8,869 | $220K |
| Clark Wealth Partners | 0.13% | No change | 8,744 | $217K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +4.8% | 8,664 | $215K |
| Petros Family Wealth, LLC | 0.14% | New | 8,636 | $214K |
| Kovack Advisors, Inc. | 0.01% | New | 8,619 | $213K |
| Jmac Enterprises LLC | 0.04% | New | 8,567 | $212K |
| CMG Global Holdings, LLC | 0.09% | New | 8,660 | $212K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -5.0% | 8,521 | $211K |
| Mirae Asset Securities (usa) Inc. | 0.01% | New | 8,443 | $209K |
| Cornerstone Select Advisors, LLC | 0.14% | New | 8,315 | $206K |
| Vantage Financial Partners, LLC | 0.04% | Add +2.8% | 8,300 | $206K |
| Arax Advisory Partners | 0.01% | Add +63.3% | 7,648 | $189K |
| US Bancorp \de | 0.00% | Add +71.2% | 7,214 | $179K |
| Spire Wealth Management | 0.01% | Add +7.6% | 7,090 | $176K |
| Comerica Bank | 0.00% | New | 6,368 | $158K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.9% | 6,200 | $154K |
| Bank of America Corp. | 0.00% | Add +0.2% | 5,921 | $147K |
| Creative Financial Designs Inc. | 0.01% | Add +51.5% | 5,864 | $145K |
| Triumph Capital Management | 0.03% | New | 5,088 | $126K |
| Ancora Advisors LLC | 0.00% | Add +22.1% | 3,515 | $87K |
| Sunbelt Securities, Inc. | 0.01% | Add +314.9% | 3,423 | $85K |
| Elyxium Wealth, LLC | 0.02% | Reduce -65.1% | 3,033 | $75K |
| BlackRock, Inc. | 0.00% | No change | 2,850 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 2,795 | $69K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,500 | $62K |
| Proathlete Wealth Management LLC | 0.01% | No change | 2,202 | $55K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,160 | $53K |
| Larson Financial Group LLC | 0.00% | Reduce -0.7% | 1,929 | $48K |
| Trust Co. of Vermont | 0.00% | Add +255.6% | 1,796 | $44K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +27.3% | 1,400 | $35K |
| Mountain Hill Investment Partners Corp. | 0.02% | No change | 1,050 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $25K |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.5% | 995 | $25K |
| West Financial Advisors, LLC | 0.00% | No change | 880 | $22K |
| MTM Investment Management, LLC | 0.01% | No change | 734 | $18K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 669 | $17K |
| Wells Fargo & Company | 0.00% | New | 595 | $15K |
| Sound Income Strategies, LLC | 0.00% | New | 550 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.6% | 561 | $14K |
| Crewe Advisors LLC | 0.00% | New | 500 | $12K |
| MAI Capital Management | 0.00% | Add +15833.3% | 478 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +168.8% | 465 | $12K |
| SHP Wealth Management | 0.00% | — | 410 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 410 | $10K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -70.4% | 400 | $10K |
| Hilltop National Bank | 0.00% | New | 400 | $10K |
| Global Wealth Strategies & Associates | 0.00% | New | 399 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 318 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 300 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | Add +83.3% | 275 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +95.2% | 246 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 200 | $5K |
| NBT Bank, N.A. | 0.00% | No change | 25 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $5K |
| Silicon Valley Capital Partners | 0.00% | Add +70.0% | 170 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | New | 152 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 100 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 100 | $2K |
| Financial Management Professionals, Inc. | 0.00% | New | 49 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 52 | $1K |
| Team Financial Group, LLC | 0.00% | New | 30 | $743 |
| Bogart Wealth, LLC | 0.00% | Add +1200.0% | 13 | $322 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $75 |
| Davis Capital Management | 0.00% | No change | 1 | $25 |
"% 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.