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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $89.4M |
| Exits | 24 | $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 |
| Milestone Asset Management, LLC | 0.47% | Reduce -1.0% | 108,745 | $3.0M |
| Noble Wealth Management PBC | 1.36% | Add +3.8% | 107,971 | $3.0M |
| Brookstone Capital Management | 0.03% | Reduce -1.2% | 106,440 | $2.9M |
| Concentrum Wealth Management | 0.69% | Add +1.6% | 104,471 | $2.9M |
| Principal Securities, Inc. | 0.03% | Add +31.8% | 103,043 | $2.8M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -14.8% | 102,086 | $2.8M |
| Mgo One Seven LLC | 0.05% | Add +6.6% | 100,393 | $2.8M |
| Compass Capital Corp. /Ma/ | 0.90% | Reduce -4.5% | 98,539 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.5% | 95,267 | $2.7M |
| MBL Wealth, LLC | 0.18% | Add +571.3% | 93,647 | $2.6M |
| TRUE Private Wealth Advisors | 0.22% | Add +2.3% | 92,791 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +19.3% | 92,386 | $2.6M |
| Game Plan Financial Advisors, LLC | 1.02% | Add +3.1% | 91,733 | $2.5M |
| Oxler Private Wealth LLC | 0.72% | Add +16.8% | 90,549 | $2.5M |
| IHT Wealth Management, LLC | 0.05% | Add +649.5% | 88,480 | $2.4M |
| Centaurus Financial, Inc. | 0.10% | Add +2.6% | 88,364 | $2.4M |
| LexAurum Advisors, LLC | 0.28% | Reduce -1.3% | 86,326 | $2.4M |
| Prospera Financial Services Inc | 0.03% | Add +11.8% | 81,078 | $2.2M |
| Ritholtz Wealth Management | 0.03% | Add +7.4% | 80,940 | $2.2M |
| Morangie Management LLC | 1.79% | Reduce -1.1% | 78,159 | $2.2M |
| Mariner, LLC | 0.00% | Add +105.9% | 77,511 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.3% | 75,055 | $2.1M |
| World Investment Advisors | 0.03% | No change | 84,684 | $2.0M |
| HRT Financial LP | 0.00% | Add +27.7% | 72,483 | $2.0M |
| Tucker Asset Management LLC | 0.49% | Add +5.4% | 71,769 | $2.0M |
| Tempus Wealth Planning, LLC | 0.38% | Reduce -41.3% | 70,680 | $2.0M |
| AQR Capital Management | 0.00% | Add +2.1% | 70,629 | $2.0M |
| Disciplined Investors, L.L.C. | 0.95% | Add +12.2% | 69,043 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -61.7% | 68,562 | $1.9M |
| Citizens Financial Group Inc. | 0.02% | Add +1.4% | 68,287 | $1.9M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -0.6% | 66,468 | $1.8M |
| GWN Securities Inc. | 0.31% | Add +4.5% | 66,454 | $1.8M |
| Fortress Private Ledger, LLC | 0.49% | Add +7.5% | 65,478 | $1.8M |
| Vienna Asset Management LLC | 1.28% | Reduce -34.7% | 65,228 | $1.8M |
| NTV Asset Management LLC | 0.18% | Reduce -1.5% | 64,805 | $1.8M |
| Founders Financial Alliance, LLC | 0.24% | Add +37.0% | 64,416 | $1.8M |
| BlackDiamond Wealth Management, LLC | 0.71% | Add +2.5% | 62,619 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -5.5% | 61,643 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -6.7% | 61,344 | $1.7M |
| KERR FINANCIAL PLANNING Corp | 1.88% | Add +2.9% | 60,910 | $1.7M |
| Counterweight Ventures, LLC | 0.83% | Reduce -1.0% | 60,544 | $1.7M |
| Advisory Alpha, LLC | 0.04% | Add +379.3% | 59,811 | $1.7M |
| Holos Integrated Wealth LLC | 0.75% | Reduce -7.9% | 58,272 | $1.6M |
| Arete Wealth Advisors, LLC | 0.11% | Add +3.4% | 58,269 | $1.6M |
| Vise Technologies, Inc. | 0.02% | Add +99.9% | 57,840 | $1.6M |
| Avior Wealth Management, LLC | 0.04% | Add +13.4% | 57,250 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -14.7% | 56,449 | $1.6M |
| Panoramic Investment Advisors, LLC | 0.72% | Add +17.6% | 54,715 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Add +101.5% | 53,735 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Add +32.5% | 52,748 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +11.5% | 52,415 | $1.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.24% | Reduce -13.4% | 52,244 | $1.4M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -3.9% | 51,944 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +10.1% | 51,306 | $1.4M |
| OMNI 360 Wealth, Inc. | 0.65% | Add +9.9% | 50,876 | $1.4M |
| SLT Holdings LLC | 0.89% | Add +124.0% | 50,498 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.27% | Add +1.8% | 50,334 | $1.4M |
| Wealth Watch Advisors, INC | 0.45% | Add +46.4% | 49,689 | $1.4M |
| Creative Planning | 0.00% | Add +39.6% | 49,188 | $1.4M |
| Mainsail Asset Management, LLC | 0.53% | Add +247.2% | 49,751 | $1.4M |
| Tandem Financial, LLC | 0.43% | Add +5.8% | 48,731 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +11.9% | 48,326 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -21.3% | 47,860 | $1.3M |
| Fidelis Wealth Advisors LLC | 1.97% | Reduce -61.0% | 47,551 | $1.3M |
| Sigma Planning Corp | 0.03% | Reduce -5.5% | 47,034 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -60.3% | 45,570 | $1.3M |
| NewEdge Wealth, LLC | 0.01% | Add +18.9% | 44,936 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -13.8% | 42,608 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +145.9% | 42,129 | $1.2M |
| BNC Wealth Management, LLC | 0.27% | Add +27.8% | 39,859 | $1.1M |
| Owen LaRue, LLC | 0.38% | Add +4.3% | 39,740 | $1.1M |
| Geneva Partners, LLC | 0.29% | Add +18.4% | 39,674 | $1.1M |
| Granite Bay Wealth Management, LLC | 0.10% | New | 39,095 | $1.1M |
| CAP Partners, LLC | 0.52% | Reduce -25.1% | 38,403 | $1.1M |
| XTX Topco Ltd | 0.01% | Add +44.3% | 37,326 | $1.0M |
| Savvy Advisors, Inc. | 0.02% | Add +11.4% | 37,307 | $1.0M |
| Truvestments Capital LLC | 0.15% | Add +12.1% | 37,150 | $1.0M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.2% | 35,896 | $993K |
| Maia Wealth LLC | 0.14% | Reduce -10.0% | 34,789 | $962K |
| Evolution Wealth Advisors, LLC | 0.11% | No change | 34,050 | $941K |
| Simplex Trading, LLC | 0.02% | New | 33,897 | $937K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.5% | 33,518 | $927K |
| IPG Investment Advisors LLC | 0.13% | Add +15.5% | 32,100 | $888K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.0% | 31,904 | $882K |
| Vontobel Holding Ltd. | 0.00% | Add +13.6% | 30,382 | $840K |
| Wilmar Advisors LLC | 0.60% | No change | 30,000 | $830K |
| Greenwich Wealth Management LLC | 0.03% | Add +6.0% | 28,668 | $793K |
| JMG Financial Group, Ltd. | 0.02% | New | 27,763 | $768K |
| Cresset Asset Management, LLC | 0.00% | No change | 27,568 | $762K |
| Runnymede Capital Advisors, Inc. | 0.45% | No change | 27,227 | $753K |
| Private Client Services, LLC | 0.20% | No change | 27,027 | $747K |
| Ameriprise Financial Inc. | 0.00% | Add +15.7% | 26,828 | $742K |
| Walled Lake Planning & Wealth Management, LLC | 0.18% | Reduce -8.1% | 26,450 | $731K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -89.2% | 26,441 | $731K |
| Vigilare Wealth Management | 0.22% | Add +62.0% | 26,229 | $725K |
| Cozad Asset Management Inc. | 0.05% | Reduce -33.6% | 25,462 | $704K |
| Essex Financial Services, Inc. | 0.03% | Reduce -2.0% | 24,400 | $675K |
| Luts & Greenleigh Group, Inc. | 0.49% | No change | 23,295 | $644K |
| Corient Private Wealth LP | 0.00% | Add +19.0% | 22,969 | $635K |
| Estate Planners Group, LLC | 0.28% | Add +7.4% | 22,368 | $618K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -95.2% | 22,159 | $613K |
| Integrated Advisors Network LLC | 0.03% | Add +4.3% | 21,982 | $608K |
| E&G Advisors, LLC | 0.12% | Reduce -0.4% | 21,863 | $605K |
| International Assets Investment Management, LLC | 0.04% | Add +6.2% | 21,825 | $604K |
| Riggs Asset Managment Co. Inc. | 0.11% | Add +6.0% | 21,712 | $600K |
| ETF Store, Inc. | 0.48% | Reduce -21.5% | 20,631 | $570K |
| Core Wealth Advisors, Inc. | 0.11% | No change | 20,599 | $570K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +66.5% | 20,167 | $558K |
| Calton & Associates, Inc. | 0.08% | Add +49.8% | 20,156 | $557K |
| Barrett & Company, Inc. | 0.15% | Add +53.0% | 19,241 | $532K |
| Wealthspire Advisors, LLC | 0.00% | Add +9.8% | 19,197 | $531K |
| AE Wealth Management LLC | 0.00% | Add +35.8% | 19,179 | $530K |
| Ruggiero Investments, Inc. | 0.44% | Reduce -75.7% | 18,888 | $522K |
| Triumph Capital Management | 0.09% | Add +69.1% | 18,706 | $517K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.4% | 18,316 | $506K |
| CV Advisors LLC | 0.10% | No change | 18,278 | $505K |
| Mutual Advisors, LLC | 0.01% | Reduce -47.2% | 18,104 | $501K |
| National Bank of Canada | 0.00% | Add +22.7% | 17,785 | $492K |
| Intrepid Financial Planning Group LLC | 0.17% | Reduce -2.0% | 17,702 | $489K |
| Fulcrum Equity Management | 0.39% | Add +46.9% | 17,449 | $482K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -9.8% | 17,025 | $471K |
| Northstar Group, Inc. | 0.06% | Add +26.5% | 16,700 | $462K |
| Channel Wealth LLC | 0.10% | New | 15,881 | $439K |
| TOP Private Wealth LLC. | 0.42% | — | 15,661 | $433K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 15,553 | $430K |
| Keebeck Wealth Management | 0.04% | No change | 14,656 | $405K |
| Optima Capital LLC | 0.15% | Reduce -2.6% | 13,821 | $382K |
| Mather Group, Llc. | 0.00% | Reduce -16.7% | 13,780 | $381K |
| IMC-Chicago, LLC | 0.00% | New | 13,559 | $375K |
| GK Wealth Management LLC | 0.23% | New | 13,505 | $373K |
| Savant Capital, LLC | 0.00% | New | 13,485 | $361K |
| ZEGA Investments, LLC | 0.06% | New | 12,471 | $345K |
| Arkadios Wealth Advisors | 0.01% | No change | 11,875 | $328K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.6% | 11,744 | $325K |
| Revisor Wealth Management LLC | 0.08% | Add +3.0% | 11,416 | $316K |
| Sowell Financial Services LLC | 0.01% | New | 11,285 | $312K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +23.4% | 11,214 | $310K |
| Integrity Alliance, Llc. | 0.01% | Add +21.3% | 11,176 | $309K |
| Act Wealth Management, LLC | 0.09% | No change | 11,025 | $305K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 10,993 | $304K |
| JPMorgan Chase & Co. | 0.00% | Add +5059.8% | 11,042 | $302K |
| Schorn Wealth LLC | 0.08% | No change | 10,714 | $296K |
| Deltec Asset Management LLC | 0.04% | No change | 10,600 | $293K |
| Cornerstone Select Advisors, LLC | 0.12% | Add +7.5% | 10,406 | $288K |
| Innovative Asset Advisors Group, LLC | 0.13% | Add +1.0% | 10,375 | $287K |
| Petros Family Wealth, LLC | 0.17% | New | 10,225 | $283K |
| Bank of Montreal | 0.00% | Reduce -11.5% | 10,175 | $281K |
| Perigon Wealth Management, LLC | 0.00% | Add +4.3% | 9,968 | $276K |
| Horrell Capital Management, Inc. | 0.12% | No change | 9,875 | $273K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +12.7% | 9,766 | $270K |
| Acorn Creek Capital LLC | 0.09% | No change | 9,580 | $265K |
| Csenge Advisory Group | 0.01% | Reduce -21.1% | 9,540 | $264K |
| Quartz Partners, LLC | 0.09% | No change | 9,506 | $263K |
| Harmony Asset Management LLC | 0.07% | No change | 9,240 | $255K |
| EP Wealth Advisors, LLC | 0.00% | New | 9,231 | $255K |
| Phoenix Financial Ltd. | 0.00% | No change | 9,217 | $255K |
| Jmac Enterprises LLC | 0.04% | No change | 9,202 | $254K |
| Xcel Wealth Management, LLC | 0.06% | Reduce -2.1% | 8,925 | $247K |
| Graetz Wealth LLC | 0.20% | New | 8,870 | $245K |
| Family Manage LLC | 0.03% | No change | 8,851 | $245K |
| Signaturefd, LLC | 0.00% | Add +206.1% | 8,796 | $243K |
| Wealthcare Capital Partners, LLC | 0.10% | Reduce -3.6% | 8,769 | $242K |
| CMG Global Holdings, LLC | 0.10% | No change | 8,660 | $239K |
| Kovack Advisors, Inc. | 0.01% | No change | 8,619 | $238K |
| Berkeley Capital Partners, LLC | 0.05% | No change | 8,400 | $232K |
| Global Retirement Partners, LLC | 0.00% | — | 8,230 | $228K |
| PFG Investments, LLC | 0.01% | New | 8,097 | $224K |
| American Trust | 0.02% | New | 7,862 | $217K |
| Hohimer Wealth Management, LLC | 0.02% | New | 7,833 | $217K |
| HBW Advisory Services LLC | 0.02% | New | 7,636 | $211K |
| Merit Financial Group, LLC | 0.00% | New | 7,634 | $211K |
| US Bancorp \de | 0.00% | No change | 7,439 | $206K |
| IAM Advisory, LLC | 0.04% | New | 7,399 | $205K |
| Maridea Wealth Management LLC | 0.02% | Reduce -57.8% | 7,378 | $204K |
| Old Mission Investment Co LLC | 0.04% | New | 7,296 | $202K |
| Markowski Investments | 0.04% | — | 7,108 | $197K |
| Signature Equity Partners, LLC | 0.09% | New | 7,053 | $195K |
| Group One Trading LLC | 0.01% | Reduce -54.8% | 6,323 | $175K |
| BlackRock, Inc. | 0.00% | No change | 4,780 | $132K |
| Aventura Private Wealth, LLC | 0.04% | No change | 4,374 | $121K |
| Barnes Dennig Private Wealth Management LLC | 0.09% | No change | 4,030 | $111K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.1% | 4,029 | $111K |
| Ancora Advisors LLC | 0.00% | No change | 3,593 | $99K |
| Jones Financial Companies LLLP | 0.00% | Add +554.5% | 3,626 | $97K |
| Vima LLC | 0.09% | — | 3,143 | $87K |
| Compass Financial Management LLC | 0.01% | — | 2,546 | $71K |
| Continuum Advisory, LLC | 0.01% | New | 2,555 | $71K |
| Proathlete Wealth Management LLC | 0.02% | No change | 2,202 | $61K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,160 | $60K |
| Barclays PLC | 0.00% | No change | 2,000 | $55K |
| Larson Financial Group LLC | 0.00% | No change | 1,937 | $54K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 1,905 | $53K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,748 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.3% | 1,600 | $44K |
| Versant Capital Management, Inc | 0.00% | New | 1,526 | $42K |
| Creative Financial Designs Inc. | 0.00% | Reduce -67.0% | 1,520 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Add +24.8% | 1,517 | $42K |
| Mountain Hill Investment Partners Corp. | 0.02% | No change | 1,050 | $29K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +51.1% | 979 | $27K |
| Colonial Trust Co / SC | 0.00% | Add +13.9% | 927 | $26K |
| West Financial Advisors, LLC | 0.00% | No change | 880 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +33.4% | 759 | $21K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +16.7% | 700 | $19K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -45.5% | 600 | $17K |
| Geneos Wealth Management Inc. | 0.00% | New | 591 | $16K |
| JPL Wealth Management, LLC | 0.00% | No change | 500 | $14K |
| St Germain D J Co. Inc. | 0.00% | New | 489 | $14K |
| Milestone Investment Advisors LLC | 0.00% | No change | 425 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 410 | $11K |
| Global Trust Asset Management, LLC | 0.00% | No change | 400 | $11K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 374 | $10K |
| Private Trust Co. NA | 0.00% | New | 366 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 318 | $9K |
| Crewe Advisors LLC | 0.00% | Reduce -35.0% | 325 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 300 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 277 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | New | 200 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $6K |
| Silicon Valley Capital Partners | 0.00% | Reduce -22.7% | 170 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 152 | $4K |
| Evolution Wealth Management Inc. | 0.00% | New | 150 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 100 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 97 | $3K |
| Decker Retirement Planning Inc. | 0.00% | New | 50 | $1K |
| Vanguard Advisers Inc. | 0.00% | Reduce -80.2% | 50 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $387 |
| Davis Capital Management | 0.00% | Add +400.0% | 5 | $138 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $83 |
"% 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.