GRNY Institutional Ownership
Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
1W: +0.1%
1M: +3.0%
3M: +1.3%
YTD: +13.3%
1Y: +12.6%
$28.32
+0.29 (+1.03%)
Weekly Expected Move ±2.2%
$27
$28
$28
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — GRNY
354
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
42
New Positions
157
Increased
97
Reduced
24
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (379 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Howard Capital Management, LLC | 6,436,736 | 182M | -389,864 | -5.7% | 2Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 5,908,845 | 167M | +28,905 | +0.5% | 7Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 5,650,064 | 160M | +398,050 | +7.6% | 5Q | SEC ↗ |
| 4 | HighTower Advisors, LLC | 2,487,555 | 70M | +528,974 | +27.0% | 7Q | SEC ↗ |
| 5 | Clal Insurance Enterprises Holdings Lt | 2,300,000 | 65M | — | +0.0% | 3Q | SEC ↗ |
| 6 | LPL Financial LLC | 2,241,312 | 63M | +644,528 | +40.4% | 5Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,833,605 | 52M | +1,102,763 | +150.9% | 7Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,456,666 | 41M | +12,805 | +0.9% | 7Q | SEC ↗ |
| 9 | TrueWealth Advisors, LLC | 1,437,336 | 41M | +24,220 | +1.7% | 7Q | SEC ↗ |
| 10 | Thrivent Financial for Lutherans | 1,342,646 | 38M | +9,241 | +0.7% | 5Q | SEC ↗ |
| 11 | Venture Visionary Partners LLC | 1,328,988 | 38M | +12,373 | +0.9% | 7Q | SEC ↗ |
| 12 | Stenger Family Office, LLC | 1,265,578 | 36M | -31,445 | -2.4% | 4Q | SEC ↗ |
| 13 | Socha Financial Group, LLC | 1,260,790 | 36M | +59,697 | +5.0% | 4Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 1,196,574 | 34M | +71,839 | +6.4% | 7Q | SEC ↗ |
| 15 | NewEdge Advisors, LLC | 1,102,432 | 31M | +380,940 | +52.8% | 7Q | SEC ↗ |
| 16 | CWM, LLC | 1,084,923 | 31M | +171,035 | +18.7% | 6Q | SEC ↗ |
| 17 | Arcus Capital Partners, LLC | 1,084,033 | 31M | +341,294 | +46.0% | 3Q | SEC ↗ |
| 18 | Reliant Wealth Planning | 1,043,100 | 30M | +19,935 | +1.9% | 7Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 984,228 | 28M | +158,927 | +19.3% | 5Q | SEC ↗ |
| 20 | MEITAV INVESTMENT HOUSE LTD | 913,800 | 26M | — | +0.0% | 7Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC NEW | 858,397 | 24M | — | +0.0% | 1Q | SEC ↗ |
| 22 | SMITH, MOORE & CO. | 816,101 | 23M | +31,856 | +4.1% | 7Q | SEC ↗ |
| 23 | Pinnacle Wealth Management, LLC | 715,360 | 20M | -53,559 | -7.0% | 4Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 698,926 | 20M | +73,852 | +11.8% | 7Q | SEC ↗ |
| 25 | Integrated Wealth Concepts LLC | 693,373 | 20M | +21,105 | +3.1% | 2Q | SEC ↗ |
| 26 | Diversify Advisory Services, LLC NEW | 685,361 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 27 | DIVERSIFY WEALTH MANAGEMENT, LLC | 685,361 | 19M | -377,687 | -35.5% | 2Q | SEC ↗ |
| 28 | Kranot Hishtalmut Le Morim Ve Gananot | 678,413 | 19M | — | +0.0% | 7Q | SEC ↗ |
| 29 | SAGE PRIVATE WEALTH GROUP, LLC | 672,539 | 19M | -13,176 | -1.9% | 4Q | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 670,896 | 19M | +170,603 | +34.1% | 4Q | SEC ↗ |
| 31 | UBS Group AG | 658,250 | 19M | +48,742 | +8.0% | 7Q | SEC ↗ |
| 32 | First Heartland Consultants, Inc. | 644,409 | 18M | +10,058 | +1.6% | 7Q | SEC ↗ |
| 33 | KESTRA PRIVATE WEALTH SERVICES, LLC | 614,029 | 17M | +126,490 | +25.9% | 7Q | SEC ↗ |
| 34 | SOA Wealth Advisors, LLC. | 585,575 | 17M | +183,840 | +45.8% | 7Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 569,651 | 16M | +230,198 | +67.8% | 7Q | SEC ↗ |
| 36 | Blue Sky Capital Consultants Group, In | 569,052 | 16M | +10,091 | +1.8% | 3Q | SEC ↗ |
| 37 | NBZ Investment Advisors LLC | 561,294 | 16M | -12,678 | -2.2% | 7Q | SEC ↗ |
| 38 | D.A. DAVIDSON & CO. | 544,339 | 15M | +51,889 | +10.5% | 7Q | SEC ↗ |
| 39 | DKM Wealth Management, Inc. | 507,436 | 14M | +27,684 | +5.8% | 7Q | SEC ↗ |
| 40 | VestGen Advisors, LLC | 504,537 | 14M | +39,890 | +8.6% | 6Q | SEC ↗ |
| 41 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 503,102 | 14M | +30,824 | +6.5% | 2Q | SEC ↗ |
| 42 | Balance Wealth Partners LLC | 501,752 | 14M | +1,082 | +0.2% | 2Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 483,770 | 14M | +63,091 | +15.0% | 7Q | SEC ↗ |
| 44 | Spahn Wealth & Retirement LLC NEW | 462,055 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Longview Financial Advisors, Inc. | 450,393 | 13M | +12,032 | +2.7% | 4Q | SEC ↗ |
| 46 | CIBC WORLD MARKET INC. | 416,218 | 12M | -97,849 | -19.0% | 7Q | SEC ↗ |
| 47 | WCG Wealth Advisors LLC | 401,560 | 11M | +101,130 | +33.7% | 3Q | SEC ↗ |
| 48 | American Financial Advisors, LLC NEW | 385,033 | 11M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Western Wealth Management, LLC | 369,826 | 10M | +25,262 | +7.3% | 2Q | SEC ↗ |
| 50 | Cetera Investment Advisers | 369,446 | 10M | +48,716 | +15.2% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 858,397 | 24M |
| Diversify Advisory Services, LLC | 685,361 | 19M |
| Spahn Wealth & Retirement LLC | 462,055 | 13M |
| American Financial Advisors, LLC | 385,033 | 11M |
| Solidarity Wealth, LLC | 351,851 | 10M |
| Almanack Investment Partners, LLC. | 203,864 | 6M |
| Integrity Wealth Partners, LLC | 61,758 | 2M |
| Granite Bay Wealth Management, LLC | 39,095 | 1M |
| SIMPLEX TRADING, LLC | 33,897 | 960K |
| JMG Financial Group, Ltd. | 27,763 | 786K |
| CHANNEL WEALTH LLC | 15,881 | 450K |
| TOP Private Wealth LLC. | 15,661 | 444K |
| J.W. COLE ADVISORS, INC. | 15,553 | 440K |
| IMC-Chicago, LLC | 13,559 | 384K |
| GK Wealth Management LLC | 13,505 | 382K |
| Savant Capital, LLC | 13,485 | 382K |
| ZEGA Investments, LLC | 12,471 | 353K |
| Sowell Financial Services LLC | 11,285 | 320K |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,993 | 311K |
| Petros Family Wealth, LLC | 10,225 | 290K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pasadena Private Wealth, LLC | 994,474 | 28M |
| TTP Investments, Inc. | 621,112 | 18M |
| bLong Financial, LLC | 589,897 | 17M |
| Brookwood Investment Group LLC | 283,391 | 8M |
| SCOTIA CAPITAL INC. | 223,841 | 6M |
| 1248 Management, LLC | 219,427 | 6M |
| GOLDMAN SACHS GROUP INC | 192,552 | 5M |
| CMC Financial Group | 181,586 | 5M |
| Longitude (Cayman) Ltd. | 174,000 | 5M |
| Members Advisory Group LLC | 136,266 | 4M |
| JANE STREET GROUP, LLC | 127,527 | 4M |
| Per Stirling Capital Management, LL | 90,851 | 3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 83,036 | 2M |
| KINTRA WEALTH, LLC | 69,423 | 2M |
| HB Wealth Management, LLC | 33,281 | 943K |
| GTS SECURITIES LLC | 28,713 | 813K |
| Tactive Advisors, LLC | 25,550 | 724K |
| ATX Financial Planning, LLC | 24,068 | 682K |
| MIRAE ASSET SECURITIES (USA) INC. | 21,479 | 608K |
| COMMERCE BANK | 18,747 | 531K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,102,763 | +150.9% | 1,833,605 |
| LPL Financial LLC | +644,528 | +40.4% | 2,241,312 |
| HighTower Advisors, LLC | +528,974 | +27.0% | 2,487,555 |
| RAYMOND JAMES FINANCIAL INC | +398,050 | +7.6% | 5,650,064 |
| NewEdge Advisors, LLC | +380,940 | +52.8% | 1,102,432 |
| Arcus Capital Partners, LLC | +341,294 | +46.0% | 1,084,033 |
| WELLS FARGO & COMPANY/MN | +330,994 | +31225.8% | 332,054 |
| Arax Advisory Partners | +325,253 | +4007.6% | 333,369 |
| OSAIC HOLDINGS, INC. | +230,198 | +67.8% | 569,651 |
| SOA Wealth Advisors, LLC. | +183,840 | +45.8% | 585,575 |
| CWM, LLC | +171,035 | +18.7% | 1,084,923 |
| TD Waterhouse Canada Inc. | +170,603 | +34.1% | 670,896 |
| Clark Wealth Partners | +166,932 | +1700.6% | 176,748 |
| MML INVESTORS SERVICES, LLC | +158,927 | +19.3% | 984,228 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +126,490 | +25.9% | 614,029 |
| BXM Wealth LLC | +104,015 | +56.2% | 289,149 |
| WCG Wealth Advisors LLC | +101,130 | +33.7% | 401,560 |
| Willow Financial LLC | +91,786 | +36.6% | 342,365 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | +86,555 | +50.0% | 259,782 |
| Emissary Wealth LLC | +80,079 | +28.9% | 357,632 |