Fundstr Gran SH US LRG CapGRNYETF

13F holders, Q1 2026 (March 31)
319holders +23
51new positions
26sold out
1famous investor
$23.94avg. 13F price*

At the end of Q1 2026, 319 institutions reported holding Fundstr Gran SH US LRG Cap (GRNY) in their 13F filings, up 23 from Q4 2025. 51 opened new positions and 26 sold out. The largest holders were Howard Capital Management, LLC ($163.0M), Royal Bank of Canada ($140.4M) and Raymond James Financial Inc. ($125.4M). 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 (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions51$269.1M
Exits26$105.0M

All 13F filers, Q4 2025 → Q1 2026: 21,122,663 shares bought and 12,212,781 shares sold, net +8,909,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 319 holders

Howard Capital Management, LLC 2.67% New 6,826,600 $163.0M
Royal Bank of Canada 0.03% Add +10.5% 5,879,940 $140.4M
Raymond James Financial Inc. 0.04% Add +60.3% 5,252,014 $125.4M
Clal Insurance Enterprises Holdings Ltd 0.33% No change 2,300,000 $54.9M
HighTower Advisors, LLC 0.05% Reduce -3.1% 1,958,581 $46.8M
LPL Financial LLC 0.01% Add +42.9% 1,596,784 $38.1M
Envestnet Asset Management Inc. 0.01% Add +276.0% 1,443,861 $34.5M
TrueWealth Advisors, LLC 8.48% Add +6.8% 1,413,116 $33.7M
Thrivent Financial for Lutherans 0.06% Reduce -77.5% 1,333,405 $31.8M
Venture Visionary Partners LLC 1.05% Add +44.1% 1,316,615 $31.4M
Stenger Family Office, LLC 5.47% Add +1.9% 1,297,023 $31.0M
Socha Financial Group, LLC 14.54% Add +5.1% 1,201,093 $28.7M
Diversify Wealth Management, LLC 0.50% New 1,063,048 $27.8M
Cambridge Investment Research Advisors, Inc. 0.07% Add +8.5% 1,124,735 $26.8M
Cwm, LLC 0.07% Add +18.7% 1,084,923 $25.9M
Reliant Wealth Planning 7.38% Add +4.4% 1,023,165 $24.4M
Meitav Investment House Ltd. 0.24% No change 913,800 $21.8M
MML Investors Services, LLC 0.05% Reduce -7.8% 825,301 $19.7M
Smith, Moore & Co. 1.36% Add +1.7% 784,245 $18.7M
Pinnacle Wealth Management, LLC 12.36% Reduce -5.4% 768,919 $18.4M
Arcus Capital Partners, LLC 6.37% Add +7.9% 742,739 $17.7M
Morgan Stanley 0.00% Add +4459.8% 730,842 $17.4M
NewEdge Advisors, LLC 0.06% Add +5.6% 721,492 $17.2M
Sage Private Wealth Group, LLC 8.24% Reduce -0.2% 685,715 $16.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.06% No change 678,413 $16.2M
Integrated Wealth Concepts LLC 0.13% New 672,268 $16.0M
First Heartland Consultants, Inc. 1.16% Add +6.3% 634,351 $15.1M
Stifel Financial Corp. 0.01% Reduce -8.1% 625,074 $14.9M
TTP Investments, Inc. 6.18% Reduce -64.3% 621,112 $14.8M
UBS Group AG 0.00% Add +347.8% 609,508 $14.5M
bLong Financial, LLC 10.65% Reduce -14.6% 589,897 $14.1M
NBZ Investment Advisors LLC 5.99% Add +3.6% 573,972 $13.7M
Blue Sky Capital Consultants Group, Inc. 6.36% Add +11.9% 558,961 $13.3M
VestGen Advisors, LLC 0.35% Add +3.8% 464,647 $12.6M
Cibc World Market Inc. 0.02% Reduce -3.1% 514,067 $12.3M
TD Waterhouse Canada Inc. 0.04% Add +2113.1% 500,293 $12.2M
Balance Wealth Partners LLC 3.71% New 500,670 $12.0M
D.A. Davidson & Co. 0.07% Add +35.5% 492,450 $11.8M
Kestra Private Wealth Services, LLC 0.14% Add +19.4% 487,539 $11.6M
DKM Wealth Management, Inc. 8.26% Add +9.9% 479,752 $11.5M
Retirement Financial Solutions, LLC 3.22% New 472,278 $11.3M
Steward Partners Investment Advisory, LLC 0.06% Add +12.3% 462,170 $11.0M
Harbour Investments, Inc. 0.16% Add +91.2% 438,565 $10.5M
Longview Financial Advisors, Inc. 6.39% Add +4.0% 438,361 $10.5M
Commonwealth Equity Services, LLC 0.01% Reduce -24.1% 420,679 $10.0M
SOA Wealth Advisors, LLC. 1.81% Add +8.4% 401,735 $9.6M
IFP Advisors, Inc 0.17% Add +3.7% 346,944 $8.3M
Western Wealth Management, LLC 0.31% New 344,564 $8.2M
Willow Financial LLC 8.28% Add +36.6% 342,365 $8.2M
Osaic Holdings, Inc. 0.01% Add +43.9% 339,453 $8.1M
Valley Financial Group, Inc. 4.30% Add +7.4% 333,932 $8.0M
Cetera Investment Advisers 0.01% Add +56.5% 320,730 $7.7M
Theory Financial LLC 2.68% Reduce -12.4% 319,543 $7.6M
CoreCap Advisors, LLC 0.25% Add +1.3% 311,160 $7.4M
Teamwork Financial Advisors, LLC 0.82% Reduce -22.8% 309,230 $7.4M
Berkshire Money Management, Inc. 0.74% Add +5.9% 304,485 $7.3M
WCG Wealth Advisors LLC 0.20% Add +162.3% 300,430 $7.2M
Sanctuary Advisors, LLC 0.04% Add +2.5% 291,705 $7.0M
Equitable Holdings, Inc. 0.04% New 285,543 $6.8M
Brookwood Investment Group LLC 0.86% Reduce -21.9% 283,391 $6.8M
Rockefeller Capital Management L.P. 0.01% Add +72.9% 281,519 $6.7M
Emissary Wealth LLC 6.21% Add +35.3% 277,553 $6.6M
Private Wealth Asset Management, LLC 0.71% Add +19.8% 276,819 $6.6M
Advisory Services Network, LLC 0.09% Add +0.3% 273,341 $6.5M
Portus Wealth Advisors, LLC 5.87% Add +0.3% 260,979 $6.2M
Weaver Consulting Group 1.47% Add +3.6% 257,643 $6.1M
U.S. Capital Wealth Advisors, LLC 0.15% Add +3.9% 257,604 $6.1M
Ausdal Financial Partners, Inc. 0.26% Add +2.7% 244,821 $5.8M
Snowden Capital Advisors LLC 0.16% Add +7.3% 244,113 $5.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.11% No change 234,127 $5.6M
WJ Wealth Management, LLC 2.61% Add +20.1% 233,231 $5.6M
Kingswood Wealth Advisors, LLC 0.25% Add +162.2% 220,925 $5.3M
Lionsbridge Wealth Management LLC 5.17% Reduce -17.8% 215,236 $5.1M
Legacy Capital Wealth Management, LLC 2.91% Add +4.2% 208,368 $5.0M
Concurrent Investment Advisors, LLC 0.05% Reduce -4.7% 207,420 $5.0M
Vivid Wealth Management, LLC 1.98% Add +2.7% 205,405 $4.9M
Redwood Wealth Management Group, LLC 2.04% Reduce -3.9% 197,883 $4.7M
Goldman Sachs Group Inc. 0.00% New 192,552 $4.6M
DAVENPORT & Co LLC 0.02% Add +10.2% 186,681 $4.5M
PlanVest Financial, Inc 3.37% — 185,736 $4.4M
BXM Wealth LLC 3.40% Reduce -50.3% 185,134 $4.4M
Visionary Wealth Advisors 0.19% Add +20.2% 180,735 $4.3M
Brick & Kyle, Associates 1.42% Reduce -19.2% 180,280 $4.3M
Benchmark Financial Wealth Advisors, LLC 1.19% Add +153.4% 179,977 $4.3M
Tower Research Capital LLC (TRC) 0.11% Add +471.2% 178,871 $4.3M
Longitude (Cayman) Ltd. 3.62% Add +24.3% 174,000 $4.2M
Laurel Oak Wealth Management, LLC 0.69% Add +137.8% 173,227 $4.1M
Parallel Advisors, LLC 0.07% Add +1.5% 171,627 $4.1M
SteelPeak Wealth, LLC 0.13% Add +3.0% 169,427 $4.0M
Sun Financial Inc 2.01% Add +1.7% 146,975 $4.0M
Financial Designs Corp 2.18% Add +11.5% 163,903 $3.9M
Lee Johnson Capital Management, LLC 1.39% Reduce -20.7% 162,118 $3.9M
Financial Enhancement Group LLC 0.47% Add +10.6% 143,755 $3.8M
Private Advisor Group, LLC 0.02% Add +71.9% 157,594 $3.8M
HighPoint Advisor Group LLC 0.15% Add +134.1% 149,095 $3.6M
Debussy Capital Management LP 0.49% Add +11.6% 147,193 $3.5M
Meridian Wealth Management, LLC 0.11% Reduce -0.5% 127,661 $3.0M
Jane Street Group, LLC 0.00% Add +18.6% 127,527 $3.0M
MPWM Advisory Solutions, LLC 1.58% Add +18522.9% 124,587 $3.0M
Fidelis Wealth Advisors LLC 4.24% Add +3.1% 122,088 $2.9M

"% 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 319 holders