FUNDSTR GRAN SH US LRG CAP GRNY
$27.57
-0.4% 52w: $21.40 – $27.74
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data21.4024.5727.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
318
+22 QoQ
13F value
$1.75B
+10.7% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
3.1×
$13.6M calls / $4.3M puts
Institutional value by quarter
Number of holders
Who owns GRNY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | Wealth advisor | 6.8M | $163.0M | 2.7% | New |
| ROYAL BANK OF CANADA | Bank broker | 5.9M | $140.4M | 0.0% | +10.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.3M | $125.4M | 0.0% | +60.3% |
| Clal Insurance Enterprises Holdings Ltd | Other | 2.3M | $54.9M | 0.3% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 2.0M | $46.8M | 0.0% | -3.1% |
| LPL Financial LLC | Bank broker | 1.6M | $38.1M | 0.0% | +42.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $34.5M | 0.0% | +276.0% |
| TrueWealth Advisors, LLC | Wealth advisor | 1.4M | $33.7M | 8.5% | +6.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.3M | $31.8M | 0.1% | -77.5% |
| Venture Visionary Partners LLC | Other | 1.3M | $31.4M | 1.0% | +44.1% |
| Stenger Family Office, LLC | Other | 1.3M | $31.0M | 5.5% | +1.9% |
| Socha Financial Group, LLC | Wealth advisor | 1.2M | $28.7M | 14.5% | +5.1% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 1.1M | $27.8M | 0.5% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $26.8M | 0.1% | +8.5% |
| CWM, LLC | Wealth advisor | 1.1M | $25.9M | 0.1% | +18.7% |
| Reliant Wealth Planning | Wealth advisor | 1.0M | $24.4M | 7.4% | +4.4% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 913.8K | $21.8M | 0.2% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 825.3K | $19.7M | 0.1% | -7.8% |
| SMITH, MOORE & CO. | Wealth advisor | 784.2K | $18.7M | 1.4% | +1.7% |
| Pinnacle Wealth Management, LLC | Wealth advisor | 768.9K | $18.4M | 12.4% | -5.4% |
| Arcus Capital Partners, LLC | Wealth advisor | 742.7K | $17.7M | 6.4% | +7.9% |
| MORGAN STANLEY | Bank broker | 730.8K | $17.4M | 0.0% | +4459.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 721.5K | $17.2M | 0.1% | +5.6% |
| SAGE PRIVATE WEALTH GROUP, LLC | Wealth advisor | 685.7K | $16.4M | 8.2% | -0.2% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | Wealth advisor | 678.4K | $16.2M | 1.1% | Held |
| Integrated Wealth Concepts LLC | Wealth advisor | 672.3K | $16.0M | 0.1% | New |
| First Heartland Consultants, Inc. | Wealth advisor | 634.4K | $15.1M | 1.2% | +6.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 625.1K | $14.9M | 0.0% | -8.1% |
| TTP Investments, Inc. | Wealth advisor | 621.1K | $14.8M | 6.2% | -64.3% |
| UBS Group AG | Bank broker | 609.5K | $14.5M | 0.0% | +347.8% |
| bLong Financial, LLC ★2 | Fundamental diversified | 589.9K | $14.1M | 10.6% | -14.6% |
| NBZ Investment Advisors LLC | Wealth advisor | 574.0K | $13.7M | 6.0% | +3.6% |
| Blue Sky Capital Consultants Group, Inc. | Other | 559.0K | $13.3M | 6.4% | +11.9% |
| VestGen Advisors, LLC | Wealth advisor | 464.6K | $12.6M | 0.4% | +3.8% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 514.1K | $12.3M | 0.0% | -3.1% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 500.3K | $12.2M | 0.0% | +2113.1% |
| Balance Wealth, LLC | Wealth advisor | 500.7K | $12.0M | 3.7% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 492.4K | $11.8M | 0.1% | +35.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 487.5K | $11.6M | 0.1% | +19.5% |
| DKM Wealth Management, Inc. | Wealth advisor | 479.8K | $11.5M | 8.3% | +9.9% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | Wealth advisor | 472.3K | $11.3M | 3.2% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 462.2K | $11.0M | 0.1% | +12.3% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 438.6K | $10.5M | 0.2% | +91.2% |
| Longview Financial Advisors, Inc. | Wealth advisor | 438.4K | $10.5M | 6.4% | +4.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 420.7K | $10.0M | 0.0% | -24.1% |
| SOA Wealth Advisors, LLC. | Wealth advisor | 401.7K | $9.6M | 1.8% | +8.4% |
| IFP Advisors, Inc | Wealth advisor | 346.9K | $8.3M | 0.2% | +3.7% |
| Western Wealth Management, LLC | Wealth advisor | 344.6K | $8.2M | 0.3% | New |
| Willow Financial LLC | Wealth advisor | 342.4K | $8.2M | 8.3% | +36.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 339.5K | $8.1M | 0.0% | +43.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.