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Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) Institutional Ownership

Fundstrat Granny Shots U.S. Large Cap ETF logo
$28.21 0.00 (0.00%)
As of 10:04 AM Eastern
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Institutional Ownership Changes (13F Filings) for Fundstrat Granny Shots U.S. Large Cap ETF (NYSEARCA:GRNY)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$83.60M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$6.74M
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GRNY Institutional Buying and Selling by Quarter

Fundstrat Granny Shots U.S. Large Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC2,546$71K0.0%N/A0.002%
7/7/2026 CoreCap Advisors LLC117,349$3.25M0.1%-62.3%0.074%
7/6/2026 Vigilare Wealth Management26,229$725K0.2%+62.0%0.017%
7/6/2026 Longview Financial Advisors Inc.450,393$12.45M7.3%+2.7%0.284%
7/2/2026 Versant Capital Management Inc1,526$42K0.0%N/A0.001%
7/2/2026 KERR FINANCIAL PLANNING Corp60,910$1.68M1.9%+2.9%0.038%
7/1/2026 Noble Wealth Management PBC107,971$2.99M1.3%+3.7%0.066%
6/3/2026 Parallel Advisors LLC171,627$4.10M0.1%+1.5%0.105%
5/28/2026Cozad Asset Management Inc.38,377$916K0.1%+4.3%0.023%
5/20/2026 SOA Wealth Advisors LLC.401,735$9.59M1.0%+8.4%0.245%
5/19/2026 Arkadios Wealth Advisors11,875$283K0.0%-3.3%0.007%
5/18/2026Sunbelt Securities Inc.4,273$102K0.0%+24.8%0.003%
5/18/2026 Reliant Wealth Planning1,023,165$24.42M7.4%+4.4%0.624%
5/7/2026 Parallel Advisors LLC171,627$4.10M0.1%+1.5%0.105%
5/1/2026 Walled Lake Planning & Wealth Management LLC28,774$687K0.2%+18.2%0.018%
4/29/2026 KERR FINANCIAL PLANNING Corp59,186$1.55M2.0%+5.1%0.036%
4/28/2026 Ascentis Independent Advisors9,805$234K0.0%N/A0.006%
4/24/2026 Redwood Wealth Management Group LLC197,883$4.72M2.0%-3.9%0.121%
4/20/2026 Longview Financial Advisors Inc.438,361$10.46M6.4%+4.0%0.268%
4/17/2026 AdvisorNet Financial Inc1,216$29K0.0%+116.8%0.001%
2/20/2026Sunbelt Securities Inc.3,423$85K0.0%+314.9%0.002%
2/18/2026 NewEdge Advisors LLC683,497$16.92M0.1%+47.1%0.402%
2/17/2026 Advisory Services Network LLC272,442$6.75M0.1%+16.8%0.160%
2/17/2026Captrust Financial Advisors82,176$2.04M0.0%+21.1%0.048%
2/13/2026 Brick & Kyle Associates223,159$5.53M2.0%+226.8%0.131%
2/13/2026 Arkadios Wealth Advisors12,275$304K0.0%N/A0.007%
2/12/2026 Reliant Wealth Planning979,647$24.26M7.6%-1.8%0.576%
2/12/2026Ruggiero Investments Inc.84,576$2.09M1.9%N/A0.050%
2/11/2026 Janney Montgomery Scott LLC801,949$19.86M0.0%+21.5%0.471%
2/11/2026 Parallel Advisors LLC169,047$4.19M0.1%+6.4%0.099%
2/9/2026 Cary Street Partners Financial LLC15,110$374K0.0%N/A0.009%
2/9/2026 RHL Group LLC10,336$256K0.2%N/A0.006%
2/6/2026 Creative Financial Designs Inc. ADV5,864$145K0.0%+51.4%0.003%
2/5/2026 Elyxium Wealth LLC3,033$75K0.0%-65.1%0.002%
2/4/2026 Concentrum Wealth Management97,321$2.41M0.7%N/A0.058%
2/3/2026 BOKF NA9,970$247K0.0%N/A0.006%
1/28/2026 Kingswood Wealth Advisors LLC84,272$2.09M0.1%+25.9%0.050%
1/23/2026 Farther Finance Advisors LLC155,095$3.84M0.0%+57,556.1%0.093%
1/20/2026 SOA Wealth Advisors LLC.370,680$9.18M0.9%+12.6%0.222%
1/16/2026 Trust Co. of Vermont1,796$44K0.0%+255.6%0.001%
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1/14/2026 Game Plan Financial Advisors LLC84,794$2.10M0.8%+55.9%0.054%
1/13/2026 CoreCap Advisors LLC307,134$7.61M0.3%+4.6%0.196%
1/5/2026 Noble Wealth Management PBC95,722$2.37M1.2%+5.7%0.061%
1/1/2026 JPMorgan Chase & Co.4,229$106K0.0%N/A0.003%
12/23/2025 Triumph Capital Management3,554$89K0.0%N/A0.003%
11/25/2025 KERR FINANCIAL PLANNING Corp34,084$840K1.2%N/A0.024%
11/19/2025Captrust Financial Advisors67,833$1.70M0.0%+158.9%0.049%
11/18/2025 Reliant Wealth Planning997,667$24.93M8.1%-2.1%0.715%
11/17/2025 Triumph Capital Management3,554$89K0.0%N/A0.003%
11/17/2025 Brick & Kyle Associates68,282$1.71M0.6%+1.5%0.049%
11/17/2025Chilton Investment Co. Inc.8,157$204K0.0%N/A0.006%
11/13/2025 Parallel Advisors LLC158,904$3.97M0.1%+407.7%0.114%
11/13/2025 Longview Financial Advisors Inc.421,613$10.54M7.5%N/A0.302%
11/12/2025 Walled Lake Planning & Wealth Management LLC24,363$609K0.2%N/A0.017%
11/12/2025 Creative Financial Designs Inc. ADV3,872$97K0.0%+37.2%0.003%
11/10/2025Cozad Asset Management Inc.32,302$807K0.1%N/A0.023%
11/7/2025 Horrell Capital Management Inc.9,896$247K0.1%+5.1%0.007%
11/7/2025 JPMorgan Chase & Co.4,229$106K0.0%N/A0.003%
11/5/2025 Runnymede Capital Advisors Inc.21,444$536K0.4%N/A0.016%
11/5/2025 Elyxium Wealth LLC8,700$217K0.1%N/A0.006%
11/5/2025Vantage Financial Partners LLC8,074$202K0.0%N/A0.006%
10/29/2025 Game Plan Financial Advisors LLC54,400$1.36M0.6%+43.4%0.041%
10/27/2025 Sage Private Wealth Group LLC690,207$17.25M9.6%N/A0.521%
10/24/2025 Redwood Wealth Management Group LLC216,635$5.41M2.3%-1.3%0.165%
10/24/2025ORG Partners LLC9,805$245K0.0%N/A0.007%
10/23/2025 Kingswood Wealth Advisors LLC66,952$1.67M0.1%+138.0%0.051%
10/22/2025 CoreCap Advisors LLC293,500$7.34M0.3%N/A0.223%
10/21/2025 SOA Wealth Advisors LLC.329,072$8.22M0.8%+354.2%0.253%
10/9/2025 Bartlett & CO. Wealth Management LLC2,160$54K0.0%N/A0.002%
10/8/2025 Rise Advisors LLC2,500$62K0.0%N/A0.002%
10/7/2025 Proathlete Wealth Management LLC2,202$55K0.0%N/A0.002%
9/12/2025 Valeo Financial Advisors LLC26,621$604K0.0%N/A0.030%
8/18/2025 Brick & Kyle Associates67,295$1.59M0.7%+134.3%0.076%
8/15/2025Captrust Financial Advisors26,200$594K0.0%+127.1%0.030%
8/8/2025 Horrell Capital Management Inc.9,416$214K0.1%+47.1%0.012%
8/5/2025 Redwood Wealth Management Group LLC219,537$4.98M2.2%+1.6%0.273%
7/24/2025 Game Plan Financial Advisors LLC37,943$861K0.4%+11.4%0.047%
7/23/2025 Kingswood Wealth Advisors LLC28,130$638K0.1%N/A0.035%
7/18/2025 SOA Wealth Advisors LLC.72,447$1.64M0.2%+32.2%0.098%
7/17/2025 Janney Montgomery Scott LLC542,414$12.30M0.0%+4.4%0.734%
7/8/2025 Parallel Advisors LLC31,300$710K0.0%+213.0%0.047%
5/19/2025Game Plan Financial Advisors LLC34,058$619K0.3%+224.7%0.071%
5/14/2025Flow Traders U.S. LLC54,737$995K0.0%N/A0.114%
4/30/2025Brick & Kyle Associates28,720$518K0.2%N/A0.061%
4/23/2025Creative Financial Designs Inc. ADV2,822$51K0.0%N/A0.006%
4/17/2025Janney Montgomery Scott LLC519,641$9.44M0.0%+200.2%1.107%
4/14/2025SOA Wealth Advisors LLC.54,790$996K0.1%+15.8%0.115%
4/8/2025Parallel Advisors LLC10,000$182K0.0%N/A0.021%
2/17/2025Captrust Financial Advisors10,000$200K0.0%N/A0.000%
2/11/2025Horrell Capital Management Inc.5,000$100K0.0%N/A0.000%
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1/30/2025Game Plan Financial Advisors LLC10,490$210K0.1%N/A0.000%
1/28/2025SOA Wealth Advisors LLC.47,300$944K0.2%N/A0.000%
1/28/2025Barrett & Company Inc.5,000$100K0.0%N/A0.000%
1/27/2025Redwood Wealth Management Group LLC46,750$933K0.5%N/A0.000%
1/17/2025Janney Montgomery Scott LLC173,123$3.46M0.0%N/A0.000%


GRNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 institutional investors and hedge funds held shares of Fundstrat Granny Shots U.S. Large Cap ETF. The most heavily invested institutionals were Reliant Wealth Planning ($24.42M), Janney Montgomery Scott LLC ($19.86M), Sage Private Wealth Group LLC ($17.25M), NewEdge Advisors LLC ($16.92M), Longview Financial Advisors Inc. ($12.45M), SOA Wealth Advisors LLC. ($9.59M), and Advisory Services Network LLC ($6.75M).Learn more on Fundstrat Granny Shots U.S. Large Cap ETF's institutional investors.

Of the 47 institutional investors that purchased Fundstrat Granny Shots U.S. Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sage Private Wealth Group LLC ($690.21K), Janney Montgomery Scott LLC ($684.28K), Longview Financial Advisors Inc. ($450.42K), SOA Wealth Advisors LLC. ($401.74K), CoreCap Advisors LLC ($307.13K), Brick & Kyle Associates ($223.16K), and NewEdge Advisors LLC ($218.75K).

Institutional investors have bought a total of 3,364,296 shares in the last 24 months. This purchase volume represents approximately $83.60M in transactions.

The following institutional investors have sold Fundstrat Granny Shots U.S. Large Cap ETF stock in the last 24 months: CoreCap Advisors LLC ($193.81K), Reliant Wealth Planning ($38.94K), Redwood Wealth Management Group LLC ($10.97K), Elyxium Wealth LLC ($5.67K), and Arkadios Wealth Advisors ($400.00).

Institutional investors have sold a total of 249,786 shares in the last 24 months. This volume of shares sold represents approximately $6.74M in transactions.


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Institutional ownership data for NYSEARCA:GRNY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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