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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $269.1M |
| Exits | 26 | $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 |
| Arq Wealth Advisors, LLC | 0.52% | Add +27.1% | 121,864 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -22.8% | 119,749 | $2.9M |
| Tempus Wealth Planning, LLC | 0.66% | Add +12.6% | 120,480 | $2.9M |
| Compass Capital Corp. /Ma/ | 0.99% | Add +4.7% | 103,202 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -51.4% | 114,766 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +34.7% | 110,670 | $2.6M |
| Milestone Asset Management, LLC | 0.48% | Reduce -65.4% | 109,870 | $2.6M |
| Brookstone Capital Management | 0.03% | New | 107,745 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +48.3% | 104,871 | $2.5M |
| Noble Wealth Management PBC | 1.27% | Add +8.7% | 104,072 | $2.5M |
| Concentrum Wealth Management | 0.72% | Add +5.7% | 102,838 | $2.5M |
| Vienna Asset Management LLC | 1.88% | Reduce -56.0% | 99,834 | $2.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -8.9% | 99,486 | $2.4M |
| Cedarwood Wealth LLC | 2.37% | Add +17.9% | 98,186 | $2.3M |
| Insigneo Advisory Services, LLC | 0.16% | Add +24.3% | 94,617 | $2.3M |
| Mgo One Seven LLC | 0.05% | Reduce -6.5% | 94,162 | $2.2M |
| TRUE Private Wealth Advisors | 0.21% | Add +331.2% | 90,674 | $2.2M |
| Game Plan Financial Advisors, LLC | 0.99% | Add +5.0% | 89,006 | $2.1M |
| LexAurum Advisors, LLC | 0.27% | — | 87,433 | $2.1M |
| Centaurus Financial, Inc. | 0.10% | Add +6.1% | 86,115 | $2.1M |
| World Investment Advisors | 0.03% | Reduce -0.2% | 84,684 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.3% | 83,036 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +55.5% | 80,111 | $1.9M |
| Morangie Management LLC | 1.74% | Reduce -13.6% | 79,047 | $1.9M |
| Principal Securities, Inc. | 0.03% | Reduce -32.0% | 78,187 | $1.9M |
| Ruggiero Investments, Inc. | 1.80% | Reduce -8.0% | 77,817 | $1.9M |
| Oxler Private Wealth LLC | 0.58% | Add +6.0% | 77,508 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +4.3% | 77,411 | $1.8M |
| Ritholtz Wealth Management | 0.03% | New | 75,356 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.1% | 74,707 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Add +35.4% | 72,535 | $1.7M |
| AQR Capital Management | 0.00% | Add +145.6% | 69,189 | $1.7M |
| Tucker Asset Management LLC | 0.49% | Add +6.0% | 68,105 | $1.6M |
| Citizens Financial Group Inc. | 0.02% | No change | 67,365 | $1.6M |
| Institute for Wealth Management, LLC. | 0.17% | Add +4.5% | 66,879 | $1.6M |
| Spire Wealth Management | 0.05% | Add +832.9% | 66,140 | $1.6M |
| NTV Asset Management LLC | 0.17% | Add +22.3% | 65,805 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +161.7% | 65,754 | $1.6M |
| Allworth Financial LP | 0.01% | Add +0.2% | 65,246 | $1.6M |
| KERR FINANCIAL PLANNING Corp | 1.10% | Add +5.1% | 59,186 | $1.6M |
| Holos Integrated Wealth LLC | 0.78% | New | 63,276 | $1.5M |
| GWN Securities Inc. | 0.29% | Add +10.2% | 63,585 | $1.5M |
| Integrity Wealth Partners, LLC | 1.33% | — | 61,758 | $1.5M |
| Disciplined Investors, L.L.C. | 0.87% | Add +0.2% | 61,534 | $1.5M |
| Counterweight Ventures, LLC | 0.82% | Reduce -15.1% | 61,156 | $1.5M |
| BlackDiamond Wealth Management, LLC | 0.70% | Reduce -24.1% | 61,121 | $1.5M |
| Fortress Private Ledger, LLC | 0.45% | Add +7.3% | 60,896 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +9.1% | 60,791 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.29% | Add +4.9% | 60,357 | $1.4M |
| HRT Financial LP | 0.00% | Add +245.1% | 56,758 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Add +19.0% | 56,354 | $1.3M |
| Sandbox Financial Partners, LLC | 0.37% | Add +16.6% | 54,736 | $1.3M |
| Clear Creek Financial Management, LLC | 0.10% | Add +7.7% | 54,044 | $1.3M |
| CAP Partners, LLC | 0.69% | Add +8.3% | 51,307 | $1.2M |
| Avior Wealth Management, LLC | 0.03% | Add +22.5% | 50,483 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +3.8% | 49,759 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.28% | Add +8.1% | 49,461 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -70.3% | 49,442 | $1.2M |
| Founders Financial Alliance, LLC | 0.20% | Add +202.3% | 47,026 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +3.7% | 47,018 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.3% | 46,603 | $1.1M |
| Panoramic Investment Advisors, LLC | 0.60% | Add +14.8% | 46,515 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.57% | Add +2.1% | 46,303 | $1.1M |
| Tandem Financial, LLC | 0.37% | New | 46,048 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +89.0% | 43,181 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | New | 39,816 | $950K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.2% | 38,659 | $923K |
| Maia Wealth LLC | 0.16% | Reduce -1.5% | 38,655 | $923K |
| Cozad Asset Management Inc. | 0.07% | Add +4.3% | 38,377 | $916K |
| Owen LaRue, LLC | 0.35% | New | 38,102 | $909K |
| NewEdge Wealth, LLC | 0.01% | Reduce -16.2% | 37,790 | $902K |
| Mariner, LLC | 0.00% | Reduce -17.5% | 37,648 | $899K |
| Creative Planning | 0.00% | Add +2.8% | 35,234 | $841K |
| Mutual Advisors, LLC | 0.02% | Reduce -24.9% | 34,276 | $818K |
| Evolution Wealth Advisors, LLC | 0.08% | Reduce -5.7% | 34,050 | $813K |
| Wealth Watch Advisors, INC | 0.34% | Reduce -11.1% | 33,950 | $810K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.0% | 33,688 | $804K |
| Geneva Partners, LLC | 0.38% | Add +18.3% | 33,514 | $800K |
| Savvy Advisors, Inc. | 0.02% | New | 33,486 | $799K |
| HB Wealth Management, LLC | 0.01% | New | 33,281 | $794K |
| Truvestments Capital LLC | 0.14% | No change | 33,150 | $791K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -4.9% | 31,903 | $762K |
| BNC Wealth Management, LLC | 0.21% | Add +13.5% | 31,182 | $744K |
| Vise Technologies, Inc. | 0.01% | No change | 28,935 | $716K |
| Wilmar Advisors LLC | 0.62% | No change | 30,000 | $716K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | Add +18.2% | 28,774 | $687K |
| GTS Securities LLC | 0.02% | New | 28,713 | $685K |
| IPG Investment Advisors LLC | 0.11% | Add +44.0% | 27,800 | $664K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.4% | 27,568 | $658K |
| Runnymede Capital Advisors, Inc. | 0.56% | New | 27,227 | $650K |
| Greenwich Wealth Management LLC | 0.03% | New | 27,045 | $646K |
| Private Client Services, LLC | 0.19% | No change | 27,027 | $645K |
| Vontobel Holding Ltd. | 0.00% | New | 26,757 | $639K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -67.8% | 26,674 | $637K |
| ETF Store, Inc. | 0.61% | Add +0.0% | 26,270 | $627K |
| XTX Topco Ltd | 0.01% | New | 25,870 | $618K |
| Essex Financial Services, Inc. | 0.03% | No change | 24,900 | $594K |
| Luts & Greenleigh Group, Inc. | 0.44% | New | 23,295 | $556K |
| Ameriprise Financial Inc. | 0.00% | New | 23,184 | $553K |
| SLT Holdings LLC | 0.38% | Reduce -0.6% | 22,548 | $538K |
| E&G Advisors, LLC | 0.12% | Reduce -1.1% | 21,950 | $524K |
| Mirae Asset Securities (usa) Inc. | 0.02% | Add +154.4% | 21,479 | $513K |
| Integrated Advisors Network LLC | 0.03% | Reduce -18.9% | 21,081 | $503K |
| Estate Planners Group, LLC | 0.24% | Add +12.3% | 20,831 | $497K |
| International Assets Investment Management, LLC | 0.03% | Reduce -2.6% | 20,555 | $494K |
| Core Wealth Advisors, Inc. | 0.12% | No change | 20,599 | $492K |
| Riggs Asset Managment Co. Inc. | 0.10% | Reduce -45.5% | 20,491 | $489K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +75.7% | 18,872 | $450K |
| Commerce Bank | 0.00% | New | 18,747 | $447K |
| CV Advisors LLC | 0.12% | No change | 18,278 | $436K |
| Intrepid Financial Planning Group LLC | 0.17% | Add +7.0% | 18,069 | $431K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 17,716 | $423K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.5% | 17,491 | $418K |
| Maridea Wealth Management LLC | 0.06% | Add +14.0% | 17,476 | $417K |
| Fifth Third Bancorp | 0.00% | New | 17,129 | $409K |
| Mather Group, Llc. | 0.00% | New | 16,550 | $395K |
| Vigilare Wealth Management | 0.13% | New | 16,193 | $387K |
| Keebeck Wealth Management | 0.04% | No change | 14,656 | $350K |
| National Bank of Canada | 0.00% | Add +15.1% | 14,500 | $346K |
| Mainsail Asset Management, LLC | 0.15% | Add +4.2% | 14,330 | $342K |
| Optima Capital LLC | 0.16% | Add +18.3% | 14,196 | $339K |
| AE Wealth Management LLC | 0.00% | Reduce -16.7% | 14,126 | $337K |
| Group One Trading LLC | 0.01% | Reduce -82.0% | 13,982 | $334K |
| MBL Wealth, LLC | 0.03% | New | 13,950 | $333K |
| Calton & Associates, Inc. | 0.05% | Add +37.6% | 13,460 | $321K |
| Northstar Group, Inc. | 0.05% | New | 13,200 | $315K |
| Barrett & Company, Inc. | 0.10% | Add +4.6% | 12,575 | $300K |
| Advisory Alpha, LLC | 0.01% | Add +3.8% | 12,479 | $298K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.4% | 12,305 | $294K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +14.7% | 12,116 | $289K |
| Csenge Advisory Group | 0.01% | Add +33.2% | 12,096 | $289K |
| Fulcrum Equity Management | 0.28% | Reduce -68.7% | 11,875 | $283K |
| Arkadios Wealth Advisors | 0.00% | Reduce -3.3% | 11,875 | $283K |
| IHT Wealth Management, LLC | 0.01% | New | 11,806 | $282K |
| Bank of Montreal | 0.00% | Reduce -10.7% | 11,493 | $274K |
| Revisor Wealth Management LLC | 0.07% | Reduce -7.4% | 11,086 | $265K |
| Triumph Capital Management | 0.05% | Add +117.4% | 11,060 | $264K |
| Act Wealth Management, LLC | 0.09% | Add +4.2% | 11,025 | $263K |
| Schorn Wealth LLC | 0.08% | Reduce -10.6% | 10,714 | $256K |
| Deltec Asset Management LLC | 0.05% | No change | 10,600 | $253K |
| Innovative Asset Advisors Group, LLC | 0.14% | — | 10,275 | $245K |
| Horrell Capital Management, Inc. | 0.11% | Reduce -0.2% | 9,875 | $236K |
| Clark Wealth Partners | 0.16% | Add +12.3% | 9,816 | $234K |
| Ascentis Independent Advisors | 0.02% | New | 9,805 | $234K |
| Cornerstone Select Advisors, LLC | 0.14% | Add +16.4% | 9,677 | $231K |
| Acorn Creek Capital LLC | 0.08% | No change | 9,580 | $229K |
| Perigon Wealth Management, LLC | 0.00% | Add +2.1% | 9,559 | $228K |
| Quartz Partners, LLC | 0.09% | No change | 9,506 | $227K |
| Harmony Asset Management LLC | 0.07% | No change | 9,240 | $221K |
| Phoenix Financial Ltd. | 0.00% | Reduce -88.8% | 9,217 | $220K |
| Integrity Alliance, Llc. | 0.01% | New | 9,215 | $220K |
| Jmac Enterprises LLC | 0.04% | Add +7.4% | 9,202 | $220K |
| Xcel Wealth Management, LLC | 0.06% | Reduce -0.2% | 9,115 | $218K |
| Wealthcare Capital Partners, LLC | 0.10% | Reduce -7.2% | 9,094 | $217K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 9,087 | $217K |
| Family Manage LLC | 0.03% | New | 8,851 | $211K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 8,664 | $207K |
| CMG Global Holdings, LLC | 0.10% | No change | 8,660 | $207K |
| Hamrick Investment Counsel, llc | 0.11% | New | 8,640 | $206K |
| Kovack Advisors, Inc. | 0.01% | No change | 8,619 | $206K |
| Menard Financial Group LLC | 0.14% | Reduce -92.4% | 8,449 | $202K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -1.4% | 8,400 | $201K |
| Arax Advisory Partners | 0.01% | Add +6.1% | 8,116 | $194K |
| Bokf, NA | 0.00% | Reduce -19.9% | 7,990 | $191K |
| US Bancorp \de | 0.00% | Add +3.1% | 7,439 | $178K |
| BlackRock, Inc. | 0.00% | Add +67.7% | 4,780 | $114K |
| Creative Financial Designs Inc. | 0.01% | Reduce -21.5% | 4,605 | $110K |
| Aventura Private Wealth, LLC | 0.04% | New | 4,374 | $104K |
| Sunbelt Securities, Inc. | 0.01% | Add +24.8% | 4,273 | $102K |
| Barnes Dennig Private Wealth Management LLC | 0.10% | New | 4,030 | $96K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.9% | 3,660 | $87K |
| Ancora Advisors LLC | 0.00% | Add +2.2% | 3,593 | $86K |
| Corient Private Wealth LP | 0.00% | New | 19,299 | $79K |
| Signaturefd, LLC | 0.00% | New | 2,874 | $69K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,160 | $58K |
| Proathlete Wealth Management LLC | 0.01% | No change | 2,202 | $53K |
| Berbice Capital Management LLC | 0.03% | New | 2,000 | $48K |
| Barclays PLC | 0.00% | New | 2,000 | $48K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 1,937 | $46K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,905 | $45K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,748 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.0% | 1,400 | $33K |
| AdvisorNet Financial, Inc | 0.00% | Add +116.8% | 1,216 | $29K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,100 | $26K |
| Wells Fargo & Company | 0.00% | Add +78.2% | 1,060 | $25K |
| Mountain Hill Investment Partners Corp. | 0.01% | No change | 1,050 | $25K |
| West Financial Advisors, LLC | 0.00% | No change | 880 | $21K |
| Colonial Trust Co / SC | 0.00% | New | 814 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 734 | $18K |
| Hilton Head Capital Partners, LLC | 0.01% | New | 648 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -57.1% | 600 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +22.4% | 569 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 550 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 554 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 500 | $12K |
| Crewe Advisors LLC | 0.00% | No change | 500 | $12K |
| MAI Capital Management | 0.00% | No change | 478 | $11K |
| Milestone Investment Advisors LLC | 0.00% | New | 425 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 410 | $10K |
| Global Trust Asset Management, LLC | 0.00% | No change | 400 | $10K |
| Hilltop National Bank | 0.00% | No change | 400 | $10K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -12.8% | 348 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 318 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 300 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +12.6% | 277 | $7K |
| Vanguard Advisers Inc. | 0.00% | — | 253 | $6K |
| Silicon Valley Capital Partners | 0.00% | Add +29.4% | 220 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -78.5% | 214 | $5K |
| NBT Bank, N.A. | 0.00% | Add +700.0% | 200 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 152 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 100 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $2K |
| Valley National Advisers Inc. | 0.00% | Add +86.5% | 97 | $2K |
| Team Financial Group, LLC | 0.00% | Add +60.0% | 48 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +7.7% | 14 | $334 |
| BNP Paribas Financial Markets | 0.00% | New | 5 | $119 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $72 |
| Davis Capital Management | 0.00% | No change | 1 | $24 |
"% 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.