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GRNI Institutional Ownership

Fundstrat Granny Shots US Large Cap & Income ETF
1W: -0.1% 1M: +2.2% 3M: -0.3% YTD: +5.8%
$21.21
+0.14 (+0.65%)
 
Weekly Expected Move ±2.0%
$20 $21 $21 $22 $22
ETF AMEX · AUM $28.3M

Institutional Ownership — GRNI

20
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
4
New Positions
5
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (22 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ROYAL BANK OF CANADA 190,241 $4M +177,688 +1415.5% 3Q SEC ↗
2 Longitude (Cayman) Ltd. NEW 175,000 $4M — +0.0% 1Q SEC ↗
3 Texas Capital Bank Wealth Management S 116,985 $2M +10,663 +10.0% 3Q SEC ↗
4 LEE JOHNSON CAPITAL MANAGEMENT, LLC 64,864 $1M -141,006 -68.5% 3Q SEC ↗
5 Reliant Wealth Planning 27,799 $590K -260 -0.9% 3Q SEC ↗
6 Corient Private Wealth LP 27,408 $581K +9,946 +57.0% 2Q SEC ↗
7 DKM Wealth Management, Inc. 21,500 $456K -4,100 -16.0% 3Q SEC ↗
8 VestGen Advisors, LLC 18,087 $384K — +0.0% 3Q SEC ↗
9 CITADEL ADVISORS LLC 16,833 $357K +3,668 +27.9% 3Q SEC ↗
10 PANORAMIC INVESTMENT ADVISORS, LLC NEW 14,500 $308K — +0.0% 1Q SEC ↗
11 Institute for Wealth Management, LLC. 11,730 $249K — +0.0% 2Q SEC ↗
12 Weaver Consulting Group 10,900 $231K — +0.0% 2Q SEC ↗
13 TUCKER ASSET MANAGEMENT LLC 7,100 $151K — +0.0% 3Q SEC ↗
14 Private Wealth Asset Management, LLC 2,750 $58K — +0.0% 3Q SEC ↗
15 Farther Finance Advisors, LLC 682 $14K +26 +4.0% 2Q SEC ↗
16 JONES FINANCIAL COMPANIES LLLP NEW 33 $1K — +0.0% 1Q SEC ↗
17 MERCER GLOBAL ADVISORS INC /ADV NEW 1 $0K — +0.0% 1Q SEC ↗
18 UBS Group AG 0 $0K -3,561 -100.0% 1Q SEC ↗
19 OLD MISSION CAPITAL LLC 0 $0K -21,774 -100.0% 2Q SEC ↗
20 Hamrick Investment Counsel, llc 0 $0K -100 -100.0% 1Q SEC ↗
21 BANK OF AMERICA CORP /DE 0 $0K -500 -100.0% 1Q SEC ↗
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -28,611 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (5)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 28,611 $607K
OLD MISSION CAPITAL LLC 21,774 $462K
UBS Group AG 3,561 $76K
BANK OF AMERICA CORP /DE 500 $11K
Hamrick Investment Counsel, llc 100 $2K
Biggest Increases (5)
HolderAddedChange %Total Shares
ROYAL BANK OF CANADA +177,688 +1415.5% 190,241
Texas Capital Bank Wealth Managemen +10,663 +10.0% 116,985
Corient Private Wealth LP +9,946 +57.0% 27,408
CITADEL ADVISORS LLC +3,668 +27.9% 16,833
Farther Finance Advisors, LLC +26 +4.0% 682
Biggest Decreases (3)
HolderReducedChange %Total Shares
LEE JOHNSON CAPITAL MANAGEMENT, LLC -141,006 -68.5% 64,864
DKM Wealth Management, Inc. -4,100 -16.0% 21,500
Reliant Wealth Planning -260 -0.9% 27,799

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms