GRNY institutional holders

Fundstrat Granny Shots US Large Cap ETF · 345 reporting institutions · $2B reported value

Funds that can replace GRNY · GRNY return decomposition

Institutional holdings

Institutions reporting GRNY, largest first
InstitutionReported positionAdvisors at firmReport period
Howard Capital Management, LLC$178M232026-06-30
Royal Bank of Canada$163.4M02026-06-30
Raymond James Financial Inc$156.2M02026-06-30
Hightower Advisors, LLC$68.8M1,0462026-06-30
Lpl Financial LLC$62M23,4582026-06-30
Morgan Stanley$50.7M23,1852026-06-30
Envestnet Pmc$40.3M602026-06-30
Truewealth Advisors, LLC$39.7M142026-06-30
Venture Visionary Partners LLC$36.7M312026-06-30
Stenger Family Office, LLC$35M72026-06-30
Socha Financial Group, LLC$34.9M02026-06-30
Newedge Advisors$30.5M6012026-06-30
Arcus Capital Partners, LLC$30M62026-06-30
Reliant Wealth Planning, LLC$28.8M62026-06-30
MML Investors Services, LLC$27.2M5,1202026-06-30
Cwm, LLC$25.9M6672026-03-31
Meitav Investment House Ltd$25.3M02026-06-30
Smith, Moore & Co.$22.6M452026-06-30
Pinnacle Wealth Management, LLC$19.8M02026-06-30
Stifel Financial Corp$19.3M02026-06-30
Integrated Wealth Concepts LLC$19.2M4802026-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$18.8M02026-06-30
Sage Private Wealth Group, LLC$18.6M102026-06-30
TD Waterhouse Canada Inc.$18.6M02026-06-30
Diversify Advisory Services, LLC$18.5M1162026-06-30
Diversify Wealth Management, LLC$18.5M782026-06-30
UBS Group AG$18.2M02026-06-30
First Heartland Consultants, Inc.$17.8M992026-06-30
Kestra Private Wealth Services, LLC$17M2062026-06-30
Soa Wealth Advisors, Llc.$16.2M102026-06-30
Osaic Holdings, Inc.$15.8M02026-06-30
Blue Sky Capital Consultants Group, Inc.$15.7M72026-06-30
Nbz Investment Advisors LLC$15.5M32026-06-30
D.A. Davidson & Co.$15.1M6892026-06-30
Dkm Wealth Management, Inc.$14M32026-06-30
Vestgen Advisors, LLC$14M582026-06-30
Retirement Financial Solutions, LLC$13.9M152026-06-30
Balance Wealth$13.9M92026-06-30
Commonwealth Equity Services, LLC$13.4M2,8632026-06-30
Spahn Wealth & Retirement LLC$12.8M12026-06-30
Longview Financial Advisors, Inc.$12.5M32026-06-30
CIBC World Market Inc.$11.5M02026-06-30
Wcg Wealth Advisors LLC$11.1M1302026-06-30
American Financial Advisors, LLC$10.6M22026-06-30
Western Wealth Management, LLC$10.2M1122026-06-30
Cetera Investment Advisers$10.2M10,3702026-06-30
Emissary Wealth LLC$9.9M62026-06-30
Solidarity Wealth, LLC$9.7M92026-06-30
Valley Financial Group, Inc.$9.6M42026-06-30
Arax Advisory Partners$9.2M2322026-06-30
Wells Fargo & Company/mn$9.2M02026-06-30
Harbour Investments, Inc.$9M2472026-06-30
Teamwork Financial Advisors, LLC$8.5M112026-06-30
Ifp Advisors, Inc$8.3M3182026-06-30
Willow$8.2M42026-03-31
Sanctuary Advisors, LLC$8.2M4012026-06-30
Berkshire Money Management, Inc.$8.1M102026-06-30
Rockefeller Capital Management LP$8.1M3462026-06-30
Bxm Wealth LLC$8M52026-06-30
Theory Financial LLC$7.8M32026-06-30
Equitable Holdings, Inc.$7.7M02026-06-30
Private Wealth Asset Management$7.5M222026-06-30
Weaver Consulting Group, LLC$7.5M42026-06-30
Portus Wealth Advisors, LLC$7.3M32026-06-30
Advisory Services Network$7.3M2532026-06-30
Laurel Oak Wealth Management, LLC$7.2M142026-06-30
Snowden Capital Advisors LLC$7M1222026-06-30
Wj Wealth Management$6.9M22026-06-30
Legacy Capital Wealth Management, LLC$6.6M32026-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd$6.5M02026-06-30
Kingswood Wealth Advisors, LLC$6.2M1232026-06-30
U.S. Capital Wealth Advisors, LLC$6.1M02026-03-31
Davenport & Co LLC$5.9M3392026-06-30
Vivid Wealth Management, LLC$5.8M32026-06-30
Visionary Wealth Advisors$5.8M462026-06-30
Concurrent Investment Advisors, LLC$5.7M3492026-06-30
Lionsbridge Wealth Management LLC$5.7M32026-06-30
Almanack Investment Partners, Llc.$5.6M142026-06-30
Benchmark Financial Wealth Advisors, LLC$5.5M82026-06-30
Parallel Advisors, LLC$5.3M752026-06-30
Planvest Financial, Inc$5.2M62026-06-30
Lee Johnson Capital Management, LLC$5M92026-06-30
Clark Wealth Partners, LLC$4.9M42026-06-30
Arq Wealth Advisors, LLC$4.9M152026-06-30
Private Advisor Group, LLC$4.7M9272026-06-30
Steelpeak Wealth, LLC$4.7M422026-06-30
Sun Financial Inc$4.6M32026-06-30
Brick & Kyle Associates Inc$4.3M52026-06-30
Financial Designs Corp$4.3M32026-06-30
Highpoint Advisor Group LLC$4.3M1142026-06-30
Financial Enhancement Group LLC$4.2M272026-06-30
Insigneo Advisory Services, LLC$4.2M2252026-06-30
1858 Wealth Management, LLC$3.9M02025-09-30
Captrust Financial Advisors$3.8M9622026-06-30
Mpwm Advisory Solutions, LLC$3.7M152026-06-30
Masso Torrence Wealth Management Inc.$3.4M02025-09-30
Federation Des Caisses Desjardins Du Quebec$3.4M02026-06-30
Meridian Wealth Management, LLC$3.3M582026-06-30
Corecap Advisors, LLC$3.2M1182026-06-30
Independent Financial Group, LLC$3.2M4812026-06-30
Cedarwood Wealth LLC$3.1M32026-06-30
Milestone Asset Management, LLC$3M112026-06-30
Noble Wealth Management Pbc.$3M42026-06-30
Brookstone Capital Management$2.9M3372026-06-30
Concentrum Wealth Management$2.9M52026-06-30
Principal Securities, Inc.$2.8M1,4632026-06-30
Farther Finance Advisors, LLC$2.8M3342026-06-30
Mgo One Seven LLC$2.8M1182026-06-30
Compass Capital Corp /ma/ /adv$2.8M02026-06-30
Watts Gwilliam & Company, LLC$2.7M92025-09-30
Wealth Enhancement Advisory Services, LLC$2.7M1,0262026-06-30
Mbl Advisors$2.6M102026-06-30
True Private Wealth Advisors$2.6M112026-06-30
Focus Partners Wealth$2.6M1,0482026-06-30
Game Plan Financial Advisors, LLC$2.5M22026-06-30
Oxler Private Wealth LLC$2.5M42026-06-30
Iht Wealth Management LLC$2.4M1592026-06-30
Lexaurum Advisors, LLC$2.4M352026-06-30
Prospera Financial Services, Inc.$2.2M2702026-06-30
Ritholtz Wealth Management$2.2M582026-06-30
Morangie Management LLC$2.2M02026-06-30
Mariner, LLC$2.1M02026-06-30
Kestra Advisory Services, LLC$2.1M1,4792026-06-30
World Investment Advisors$2M3592026-06-30
Tucker Asset Management LLC$2M602026-06-30
Tempus Wealth Planning, LLC$2M102026-06-30
Aqr Capital Management LLC$2M12026-06-30
Disciplined Investors, LLC$1.9M82026-06-30
Tower Research Capital LLC (trc)$1.9M02026-06-30
Citizens Financial Group Inc/ri$1.9M02026-06-30
Institute for Wealth Management, Llc.$1.8M132026-06-30
Gwn Securities Inc.$1.8M4492026-06-30
Fortress Private Ledger, LLC$1.8M192026-06-30
Vienna Asset Management LLC$1.8M12026-06-30
Ntv Asset Management LLC$1.8M52026-06-30
Founders Financial Alliance, LLC$1.8M322026-06-30
Blackdiamond Wealth Management, LLC$1.7M72026-06-30
Allworth Financial, LP$1.7M3172026-06-30
Cerity Partners LLC$1.7M7772026-06-30
Kerr Financial Planning Corp$1.7M32026-06-30
Counterweight Ventures, LLC$1.7M22026-06-30
Advisory Alpha, LLC$1.7M662026-06-30
Holos Integrated Wealth$1.6M32026-06-30
Arete Wealth Advisors, LLC$1.6M1462026-06-30
Vise Technologies, Inc.$1.6M02026-06-30
Avior Wealth Management, LLC$1.6M692026-06-30
Spire Wealth Management$1.6M32026-06-30
Panoramic Investment Advisors, LLC$1.5M112026-06-30
Foundations Investment Advisors, LLC$1.5M3022026-06-30
Integrity Wealth Partners, LLC$1.5M22026-03-31
Quantinno Capital Management LP$1.4M02026-06-30
Whitaker-Myers Wealth Managers, Ltd.$1.4M162026-06-30
Clear Creek Financial Management, LLC$1.4M442026-06-30
Focus Partners Advisor Solutions, LLC$1.4M422026-06-30
Omni 360 Wealth, Inc.$1.4M52026-06-30
Slt Holdings LLC$1.4M42026-06-30
Garden State Investment Advisory Services LLC$1.4M332026-06-30
Wealth Watch Advisors, Inc$1.4M522026-06-30
Creative Planning$1.4M1,1712026-06-30
Mainsail Asset Management, LLC$1.4M02026-06-30
Tandem Financial, LLC$1.3M62026-06-30
Dynamic$1.3M752026-06-30
Oppenheimer & Co. Inc.$1.3M1,1662026-06-30
Fidelis Wealth Advisors$1.3M52026-06-30
Sandbox Financial Partners, LLC$1.3M12026-03-31
Sigma Planning Corp$1.3M4742026-06-30
Truist Financial Corp$1.3M02026-06-30
New Edge Wealth$1.2M1512026-06-30
Stephens Inc /ar$1.2M2432026-06-30
Fifth Third Bancorp$1.2M02026-06-30
NBC Capital Advisors$1.1M52026-06-30
Owen Larue, LLC$1.1M42026-06-30
Geneva Partners, LLC$1.1M92026-06-30
Cap Partners, LLC$1.1M72026-06-30
Xtx Topco Ltd$1M02026-06-30
Savvy Advisors, Inc.$1M2142026-06-30
Truvestments Capital LLC$1M162026-06-30
Apollon Wealth Management, LLC$992.5K1512026-06-30
Wolverine Trading, LLC$967.5K02025-09-30
Maia Wealth LLC$961.9K412026-06-30
Evolution Wealth Advisors, LLC$941.5K82026-06-30
Simplex Trading, LLC$937.3K02026-06-30
Ipg Investment Advisors LLC$887.6K402026-06-30
Dana Investment Advisors, Inc.$882.1K262026-06-30
Vontobel Holding Ltd.$840.1K02026-06-30
Wilmar Advisors LLC$829.5K02026-06-30
Jmg Financial Group, Ltd.$767.6K482026-06-30
Cresset Asset Management, LLC$762.3K2122026-06-30
Runnymede Capital Advisors, Inc.$752.8K12026-06-30
Private Client Services, LLC$747.3K662026-06-30
Ameriprise Financial Inc$741.8K02026-06-30
Walled Lake Planning & Wealth Management, LLC$731.3K52026-06-30
Ausdal Financial Partners, Inc.$731.1K1892026-06-30
Vigilare Wealth Management LLC$725.2K42026-06-30
Cozad Asset Management Inc$704K202026-06-30
Essex Financial Services, Inc.$674.7K332026-06-30
Lgg Financial$644.1K22026-06-30
Corient Private Wealth LP$635.1K6742026-06-30
Estate Planners Group, LLC$618.5K62026-06-30
Steward Partners Investment Advisory, LLC$612.7K4812026-06-30
Integrated Advisors Network LLC$607.8K792026-06-30
E & G Advisors, LLC$604.5K42026-06-30
International Assets Investment Management, LLC$604.1K1222026-06-30
Riggs Asset Managment Co. Inc.$600.3K82026-06-30
Novadius Wealth Management$570.4K62026-06-30
Core Wealth Advisors, Inc.$569.6K112026-06-30
Beacon Pointe Advisors, LLC$557.6K4662026-06-30
Calton & Associates, Inc.$557.3K1402026-06-30
Barrett & Company, Inc.$532K42026-06-30
Wealthspire Advisors, LLC$530.8K2372026-06-30
Ae Wealth Management LLC$530.3K4712026-06-30
Ruggiero Investments, Inc.$522.2K52026-06-30
Triumph Capital Management$517.2K142026-06-30
Stratos Wealth Partners, Ltd.$506.5K3862026-06-30
Cv Advisors LLC$505.4K42026-06-30
Mutual Advisors, LLC$500.6K1532026-06-30
National Bank of Canada /fi$491.6K02026-06-30
Intrepid Financial Planning Group, LLC$489.5K112026-06-30
Finemark National Bank & Trust$482.5K02025-12-31
Fulcrum Wealth Management$482.5K52026-06-30
Gladstone Institutional Advisory LLC$470.7K1082026-06-30
Northstar Group, Inc.$461.8K52026-06-30
Channel Wealth, LLC$439.1K92026-06-30
Top Private Wealth Llc.$433K22026-06-30
J.W. Cole Advisors, Inc.$430K4992026-06-30
Keebeck Wealth Management$405.2K52026-06-30
Optima Capital LLC$382.2K62026-06-30
Mather Group, Llc.$381K1102026-06-30
Imc-Chicago, LLC$374.9K02026-06-30
Gk Wealth Management LLC$373.4K62026-06-30
Savant Wealth Management$360.6K4052026-06-30
Zega Investments, LLC$344.8K62026-06-30
Arkadios Wealth Advisors$328.3K2262026-06-30
Mercer Global Advisors Inc /adv$324.7K02026-06-30
Revisor Wealth Management LLC$315.7K92026-06-30
Sowell Financial Services LLC$312K1082026-06-30
Redhawk Wealth Advisors, Inc.$310.1K432026-06-30
Integrity Alliance, Llc.$309K3532026-06-30
Napa Wealth Management$306.1K02025-09-30
Act Wealth Management, LLC$304.8K52026-06-30
Great Valley Advisor Group, LLC$304K2052026-06-30
Jpmorgan Chase & Co$302.1K02026-06-30
Schorn Wealth LLC$296.2K52026-06-30
Deltec Asset Management LLC$293.1K12026-06-30
Cornerstone Select Advisors, LLC$287.7K32026-06-30
Innovative Asset Advisors Group$286.9K122026-06-30
Petros Family Wealth, LLC$282.7K82026-06-30
Bank of Montreal /can$281.3K02026-06-30
Perigon Wealth Management, LLC$275.6K922026-06-30
Horrell Capital Management, Inc.$273K12026-06-30

The 250 largest of 345 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30