GRNJ Institutional Ownership
Fundstrat Granny Shots US Small- & Mid-Cap ETF
1W: +1.4%
1M: +6.2%
3M: -0.8%
YTD: +14.8%
$30.32
+0.55 (+1.85%)
Weekly Expected Move ±3.2%
$28
$29
$30
$31
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GRNJ
90
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
290M
Total Invested
23
New Positions
43
Increased
21
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (97 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 999,927 | 30M | +306,199 | +44.1% | 3Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 839,446 | 25M | -75,085 | -8.2% | 3Q | SEC ↗ |
| 3 | Teamwork Financial Advisors, LLC | 825,676 | 25M | +25,220 | +3.2% | 2Q | SEC ↗ |
| 4 | &PARTNERS | 744,176 | 23M | +46,002 | +6.6% | 3Q | SEC ↗ |
| 5 | Reliant Wealth Planning | 620,518 | 19M | +27,845 | +4.7% | 3Q | SEC ↗ |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | 449,123 | 14M | -7,763 | -1.7% | 3Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 417,965 | 13M | +29,943 | +7.7% | 3Q | SEC ↗ |
| 8 | American Financial Advisors, LLC NEW | 399,037 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 9 | TrueWealth Advisors, LLC | 371,143 | 11M | +9,709 | +2.7% | 3Q | SEC ↗ |
| 10 | Pinnacle Wealth Management, LLC | 332,087 | 10M | -94,047 | -22.1% | 3Q | SEC ↗ |
| 11 | First Heartland Consultants, Inc. | 315,578 | 10M | +28,968 | +10.1% | 3Q | SEC ↗ |
| 12 | TD Waterhouse Canada Inc. | 295,308 | 9M | +284,708 | +2685.9% | 3Q | SEC ↗ |
| 13 | SMITH, MOORE & CO. | 237,384 | 7M | +42,990 | +22.1% | 3Q | SEC ↗ |
| 14 | Sun Financial Inc | 223,077 | 7M | +40,100 | +21.9% | 3Q | SEC ↗ |
| 15 | DKM Wealth Management, Inc. | 209,522 | 6M | +25,990 | +14.2% | 3Q | SEC ↗ |
| 16 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | 143,365 | 4M | +60,919 | +73.9% | 3Q | SEC ↗ |
| 17 | Emissary Wealth LLC | 132,805 | 4M | +65,752 | +98.1% | 3Q | SEC ↗ |
| 18 | Arcus Capital Partners, LLC NEW | 125,444 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Game Plan Financial Advisors, LLC | 120,269 | 4M | +5,865 | +5.1% | 3Q | SEC ↗ |
| 20 | Arax Advisory Partners NEW | 115,245 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | VestGen Advisors, LLC | 113,967 | 3M | +625 | +0.6% | 3Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 96,661 | 3M | +13,822 | +16.7% | 3Q | SEC ↗ |
| 23 | Weaver Consulting Group | 93,792 | 3M | +1,449 | +1.6% | 3Q | SEC ↗ |
| 24 | U.S. Capital Wealth Advisors, LLC NEW | 86,259 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | BXM Wealth LLC | 85,080 | 3M | +33,525 | +65.0% | 3Q | SEC ↗ |
| 26 | ZEGA Investments, LLC | 81,509 | 2M | +24,406 | +42.7% | 2Q | SEC ↗ |
| 27 | Greenwich Wealth Management LLC | 58,084 | 2M | +2,425 | +4.4% | 2Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 48,657 | 1M | +7,614 | +18.6% | 3Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 46,653 | 1M | +26,194 | +128.0% | 2Q | SEC ↗ |
| 30 | PRINCIPAL SECURITIES, INC. | 45,139 | 1M | +195 | +0.4% | 2Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 40,803 | 1M | +6,457 | +18.8% | 3Q | SEC ↗ |
| 32 | Snowden Capital Advisors LLC | 40,068 | 1M | +10,115 | +33.8% | 3Q | SEC ↗ |
| 33 | INDEPENDENT FINANCIAL GROUP, LLC | 37,182 | 1M | +10,061 | +37.1% | 2Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC | 34,324 | 1M | -43,405 | -55.8% | 2Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC NEW | 31,490 | 955K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Venture Visionary Partners LLC | 28,070 | 851K | +16,216 | +136.8% | 2Q | SEC ↗ |
| 37 | Institute for Wealth Management, LLC. | 27,471 | 833K | +7,887 | +40.3% | 3Q | SEC ↗ |
| 38 | TUCKER ASSET MANAGEMENT LLC | 25,661 | 778K | +2,678 | +11.7% | 3Q | SEC ↗ |
| 39 | Parallel Advisors, LLC | 25,025 | 759K | +5,125 | +25.8% | 2Q | SEC ↗ |
| 40 | INSIGNEO ADVISORY SERVICES, LLC | 23,990 | 727K | +5,090 | +26.9% | 2Q | SEC ↗ |
| 41 | Integrated Advisors Network LLC | 22,724 | 689K | +1,319 | +6.2% | 3Q | SEC ↗ |
| 42 | WEDBUSH SECURITIES INC NEW | 20,963 | 636K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Vontobel Holding Ltd. | 19,538 | 592K | +7,072 | +56.7% | 2Q | SEC ↗ |
| 44 | E&G Advisors, LLC | 18,790 | 570K | +4,795 | +34.3% | 3Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 18,313 | 555K | -66 | -0.4% | 2Q | SEC ↗ |
| 46 | Vivaldi Capital Management LP NEW | 16,690 | 506K | — | +0.0% | 1Q | SEC ↗ |
| 47 | MAINSAIL ASSET MANAGEMENT, LLC NEW | 16,555 | 502K | — | +0.0% | 1Q | SEC ↗ |
| 48 | ETF Store, Inc. NEW | 16,248 | 493K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Riggs Asset Managment Co. Inc. | 14,112 | 428K | +733 | +5.5% | 3Q | SEC ↗ |
| 50 | Prospera Financial Services Inc | 13,979 | 424K | +2,222 | +18.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| American Financial Advisors, LLC | 399,037 | 12M |
| Arcus Capital Partners, LLC | 125,444 | 4M |
| Arax Advisory Partners | 115,245 | 3M |
| U.S. Capital Wealth Advisors, LLC | 86,259 | 3M |
| Sanctuary Advisors, LLC | 31,490 | 955K |
| WEDBUSH SECURITIES INC | 20,963 | 636K |
| Vivaldi Capital Management LP | 16,690 | 506K |
| MAINSAIL ASSET MANAGEMENT, LLC | 16,555 | 502K |
| ETF Store, Inc. | 16,248 | 493K |
| Signature Equity Partners, LLC | 10,794 | 327K |
| Fulcrum Equity Management | 9,613 | 291K |
| Visionary Wealth Advisors | 7,357 | 223K |
| Whitaker-Myers Wealth Managers, LTD | 7,322 | 222K |
| Truvestments Capital LLC | 6,000 | 182K |
| Allworth Financial LP | 1,484 | 45K |
| Global Retirement Partners, LLC | 1,300 | 39K |
| Versant Capital Management, Inc | 1,289 | 39K |
| UBS Group AG | 1,050 | 32K |
| PNC Financial Services Group, Inc. | 500 | 15K |
| AdvisorNet Financial, Inc | 304 | 9K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pasadena Private Wealth, LLC | 252,239 | 8M |
| CIBC WORLD MARKET INC. | 62,676 | 2M |
| STEPHENS INC /AR | 44,520 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 44,084 | 1M |
| Vienna Asset Management LLC | 41,020 | 1M |
| LPL Financial LLC | 39,166 | 1M |
| Rockefeller Capital Management L.P. | 25,095 | 761K |
| JANE STREET GROUP, LLC | 20,408 | 619K |
| CITADEL ADVISORS LLC | 12,841 | 389K |
| Private Advisor Group, LLC | 10,660 | 323K |
| JPMORGAN CHASE & CO | 3,999 | 121K |
| BANK OF AMERICA CORP /DE | 500 | 15K |
| Hamrick Investment Counsel, llc | 200 | 6K |
| MATHER GROUP, LLC. | 175 | 5K |
| Steward Partners Investment Advisor | 35 | 1K |
| Tower Research Capital LLC (TRC) | 25 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +306,199 | +44.1% | 999,927 |
| TD Waterhouse Canada Inc. | +284,708 | +2685.9% | 295,308 |
| Emissary Wealth LLC | +65,752 | +98.1% | 132,805 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | +60,919 | +73.9% | 143,365 |
| &PARTNERS | +46,002 | +6.6% | 744,176 |
| SMITH, MOORE & CO. | +42,990 | +22.1% | 237,384 |
| Sun Financial Inc | +40,100 | +21.9% | 223,077 |
| BXM Wealth LLC | +33,525 | +65.0% | 85,080 |
| ENVESTNET ASSET MANAGEMENT INC | +29,943 | +7.7% | 417,965 |
| First Heartland Consultants, Inc. | +28,968 | +10.1% | 315,578 |
| Reliant Wealth Planning | +27,845 | +4.7% | 620,518 |
| NewEdge Advisors, LLC | +26,194 | +128.0% | 46,653 |
| DKM Wealth Management, Inc. | +25,990 | +14.2% | 209,522 |
| Teamwork Financial Advisors, LLC | +25,220 | +3.2% | 825,676 |
| ZEGA Investments, LLC | +24,406 | +42.7% | 81,509 |
| Venture Visionary Partners LLC | +16,216 | +136.8% | 28,070 |
| STIFEL FINANCIAL CORP | +13,822 | +16.7% | 96,661 |
| Snowden Capital Advisors LLC | +10,115 | +33.8% | 40,068 |
| INDEPENDENT FINANCIAL GROUP, LLC | +10,061 | +37.1% | 37,182 |
| TrueWealth Advisors, LLC | +9,709 | +2.7% | 371,143 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Equitable Holdings, Inc. | -133,839 | -91.4% | 12,671 |
| Pinnacle Wealth Management, LLC | -94,047 | -22.1% | 332,087 |
| ROYAL BANK OF CANADA | -75,085 | -8.2% | 839,446 |
| Integrated Wealth Concepts LLC | -43,405 | -55.8% | 34,324 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -7,763 | -1.7% | 449,123 |
| LexAurum Advisors, LLC | -4,075 | -25.2% | 12,078 |
| GWN SECURITIES INC. | -1,663 | -17.1% | 8,042 |
| Holos Integrated Wealth LLC | -100 | -6.2% | 1,500 |
| Quantinno Capital Management LP | -66 | -0.4% | 18,313 |
| HARBOUR INVESTMENTS, INC. | -53 | -2.3% | 2,236 |