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

Fundstrat Granny Shots U.S. Large Cap ETF logo
$28.22 -0.10 (-0.35%)
Closing price 04:10 PM 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)
41
Total
Institutional Inflows
(last 12 months)
$102.70M
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
10/9/2026Longview Financial Advisors Inc.453,077$12.61M7.3%N/A0.282%
10/8/2026Farther Finance Advisors LLC92,530$2.58M0.0%N/A0.058%
10/8/2026CoreCap Advisors LLC81,913$2.28M0.1%N/A0.051%
10/2/2026 Versant Capital Management Inc1,526$42K0.0%N/A0.001%
10/1/2026 Noble Wealth Management PBC110,542$3.08M1.4%N/A0.069%
8/22/2026Compass Financial Management LLC2,546$71K0.0%N/A0.002%
8/22/2026TOP Private Wealth LLC.15,661$433K0.4%N/A0.010%
8/12/2026Compass Financial Management LLC2,546$71K0.0%N/A0.002%
7/7/2026CoreCap Advisors LLC117,349$3.25M0.1%-62.3%0.074%
7/6/2026Vigilare Wealth Management26,229$725K0.2%+62.0%0.017%
7/6/2026Longview 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%
7/2/2026KERR 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%
6/3/2026Parallel Advisors LLC171,627$4.10M0.1%+1.5%0.105%
5/28/2026Cozad Asset Management Inc.38,377$916K0.1%+4.3%0.023%
5/20/2026SOA Wealth Advisors LLC.401,735$9.59M1.0%+8.4%0.245%
5/19/2026Arkadios Wealth Advisors11,875$283K0.0%-3.3%0.007%
5/18/2026Sunbelt Securities Inc.4,273$102K0.0%+24.8%0.003%
5/18/2026Reliant Wealth Planning1,023,165$24.42M7.4%+4.4%0.624%
5/7/2026Parallel Advisors LLC171,627$4.10M0.1%+1.5%0.105%
5/1/2026Walled Lake Planning & Wealth Management LLC28,774$687K0.2%+18.2%0.018%
4/29/2026KERR FINANCIAL PLANNING Corp59,186$1.55M2.0%+5.1%0.036%
4/28/2026Ascentis Independent Advisors9,805$234K0.0%N/A0.006%
4/24/2026Redwood Wealth Management Group LLC197,883$4.72M2.0%-3.9%0.121%
4/20/2026Longview Financial Advisors Inc.438,361$10.46M6.4%+4.0%0.268%
4/17/2026AdvisorNet Financial Inc1,216$29K0.0%+116.8%0.001%
2/20/2026Sunbelt Securities Inc.3,423$85K0.0%+314.9%0.002%
2/18/2026NewEdge Advisors LLC683,497$16.92M0.1%+47.1%0.402%
2/17/2026Advisory Services Network LLC272,442$6.75M0.1%+16.8%0.160%
2/17/2026Captrust Financial Advisors82,176$2.04M0.0%+21.1%0.048%
2/13/2026Brick & Kyle Associates223,159$5.53M2.0%+226.8%0.131%
2/13/2026Arkadios Wealth Advisors12,275$304K0.0%N/A0.007%
2/12/2026Reliant Wealth Planning979,647$24.26M7.6%-1.8%0.576%
2/12/2026Ruggiero Investments Inc.84,576$2.09M1.9%N/A0.050%
2/11/2026Janney Montgomery Scott LLC801,949$19.86M0.0%+21.5%0.471%
2/11/2026Parallel Advisors LLC169,047$4.19M0.1%+6.4%0.099%
2/9/2026Cary Street Partners Financial LLC15,110$374K0.0%N/A0.009%
2/9/2026RHL Group LLC10,336$256K0.2%N/A0.006%
2/6/2026Creative Financial Designs Inc. ADV5,864$145K0.0%+51.4%0.003%
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2/5/2026Elyxium Wealth LLC3,033$75K0.0%-65.1%0.002%
2/4/2026Concentrum Wealth Management97,321$2.41M0.7%N/A0.058%
2/3/2026BOKF NA9,970$247K0.0%N/A0.006%
1/28/2026Kingswood Wealth Advisors LLC84,272$2.09M0.1%+25.9%0.050%
1/23/2026Farther Finance Advisors LLC155,095$3.84M0.0%+57,556.1%0.093%
1/20/2026SOA Wealth Advisors LLC.370,680$9.18M0.9%+12.6%0.222%
1/16/2026Trust Co. of Vermont1,796$44K0.0%+255.6%0.001%
1/14/2026Game Plan Financial Advisors LLC84,794$2.10M0.8%+55.9%0.054%
1/13/2026CoreCap 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%
1/1/2026JPMorgan Chase & Co.4,229$106K0.0%N/A0.003%
12/23/2025Triumph Capital Management3,554$89K0.0%N/A0.003%
11/25/2025KERR FINANCIAL PLANNING Corp34,084$840K1.2%N/A0.024%
11/19/2025Captrust Financial Advisors67,833$1.70M0.0%+158.9%0.049%
11/18/2025Reliant Wealth Planning997,667$24.93M8.1%-2.1%0.715%
11/17/2025Triumph Capital Management3,554$89K0.0%N/A0.003%
11/17/2025Brick & Kyle Associates68,282$1.71M0.6%+1.5%0.049%
11/17/2025Chilton Investment Co. Inc.8,157$204K0.0%N/A0.006%
11/13/2025Parallel Advisors LLC158,904$3.97M0.1%+407.7%0.114%
11/13/2025Longview Financial Advisors Inc.421,613$10.54M7.5%N/A0.302%
11/12/2025Walled Lake Planning & Wealth Management LLC24,363$609K0.2%N/A0.017%
11/12/2025Creative Financial Designs Inc. ADV3,872$97K0.0%+37.2%0.003%
11/10/2025Cozad Asset Management Inc.32,302$807K0.1%N/A0.023%
11/7/2025Horrell Capital Management Inc.9,896$247K0.1%+5.1%0.007%
11/7/2025JPMorgan Chase & Co.4,229$106K0.0%N/A0.003%
11/5/2025Runnymede Capital Advisors Inc.21,444$536K0.4%N/A0.016%
11/5/2025Elyxium Wealth LLC8,700$217K0.1%N/A0.006%
11/5/2025Vantage Financial Partners LLC8,074$202K0.0%N/A0.006%
10/29/2025Game Plan Financial Advisors LLC54,400$1.36M0.6%+43.4%0.041%
10/27/2025Sage Private Wealth Group LLC690,207$17.25M9.6%N/A0.521%
10/24/2025Redwood Wealth Management Group LLC216,635$5.41M2.3%-1.3%0.165%
10/24/2025ORG Partners LLC9,805$245K0.0%N/A0.007%
10/23/2025Kingswood Wealth Advisors LLC66,952$1.67M0.1%+138.0%0.051%
10/22/2025CoreCap Advisors LLC293,500$7.34M0.3%N/A0.223%
10/21/2025SOA Wealth Advisors LLC.329,072$8.22M0.8%+354.2%0.253%
10/9/2025Bartlett & CO. Wealth Management LLC2,160$54K0.0%N/A0.002%
10/8/2025Rise Advisors LLC2,500$62K0.0%N/A0.002%
10/7/2025Proathlete Wealth Management LLC2,202$55K0.0%N/A0.002%
9/12/2025Valeo Financial Advisors LLC26,621$604K0.0%N/A0.030%
8/18/2025Brick & Kyle Associates67,295$1.59M0.7%+134.3%0.076%
8/15/2025Captrust Financial Advisors26,200$594K0.0%+127.1%0.030%
8/8/2025Horrell Capital Management Inc.9,416$214K0.1%+47.1%0.012%
8/5/2025Redwood Wealth Management Group LLC219,537$4.98M2.2%+1.6%0.273%
7/24/2025Game Plan Financial Advisors LLC37,943$861K0.4%+11.4%0.047%
7/23/2025Kingswood Wealth Advisors LLC28,130$638K0.1%N/A0.035%
7/18/2025SOA Wealth Advisors LLC.72,447$1.64M0.2%+32.2%0.098%
7/17/2025Janney Montgomery Scott LLC542,414$12.30M0.0%+4.4%0.734%
7/8/2025Parallel 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%
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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%
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%


GRNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 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. ($12.61M), 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 48 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: Longview Financial Advisors Inc. ($903.50K), Sage Private Wealth Group LLC ($690.21K), Janney Montgomery Scott LLC ($684.28K), SOA Wealth Advisors LLC. ($401.74K), CoreCap Advisors LLC ($389.05K), Farther Finance Advisors LLC ($247.36K), and Brick & Kyle Associates ($223.16K).

Institutional investors have bought a total of 4,035,371 shares in the last 24 months. This purchase volume represents approximately $102.70M 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.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
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