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Fundstr Gran SH US L/C & Inc (GRNI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
DKM Wealth Management, Inc.
DECREASED
Shares12,170 from 21,500
Change-9,330 (-43%)
Value$255.9K (-$197.7K)
Filed 2026-10-09
Weaver Consulting Group
DECREASED
Shares9,650 from 10,900
Change-1,250 (-11%)
Value$202.9K (-$27.1K)
Filed 2026-10-07
Farther Finance Advisors, LLC
INCREASED
Shares689 from 682
Change+7 (+1%)
Value$14.5K (+$102)
Filed 2026-10-08
VestGen Advisors, LLC
CLOSED
Shares0 from 18,087
Change-18,087 (-100%)
Value$0 (-$381.6K)
Filed 2026-10-27
Tucker Asset Management LLC
CLOSED
Shares0 from 7,100
Change-7,100 (-100%)
Value$0 (-$149.8K)
Filed 2026-10-29
Royal Bank of Canada
N/A
Shares— from 190,241
Change-190,241 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 116,985
Change-116,985 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 64,864
Change-64,864 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 27,799
Change-27,799 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,833
Change-16,833 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 33
Change-33 (-100%)
Value—
Status
DKM Wealth Management, Inc.
DECREASED12,17021,500-9,330-43%$453.7K$255.9K-$197.7K2026-10-09
Weaver Consulting Group
DECREASED9,65010,900-1,250-11%$230.0K$202.9K-$27.1K2026-10-07
Farther Finance Advisors, LLC
INCREASED689682+7+1%$14.4K$14.5K+$1022026-10-08
VestGen Advisors, LLC
CLOSED018,087-18,087-100%$381.6K$0-$381.6K2026-10-27
Tucker Asset Management LLC
CLOSED07,100-7,100-100%$149.8K$0-$149.8K2026-10-29
Royal Bank of Canada
N/A—190,241-190,241-100%$4.0M———
Texas Capital Bank Wealth Management Services Inc
N/A—116,985-116,985-100%$2.5M———
LEE Johnson Capital Management, LLC
N/A—64,864-64,864-100%$1.4M———
Reliant Wealth Planning
N/A—27,799-27,799-100%$586.6K———
Citadel Advisors LLC
N/A—16,833-16,833-100%$355.2K———
Panoramic Investment Advisors, LLC
N/A—14,500-14,500-100%$306.0K———
Institute for Wealth Management, Llc.
N/A—11,730-11,730-100%$247.5K———
Private Wealth Asset Management, LLC
N/A—2,750-2,750-100%$58.0K———
Jones Financial Companies Lllp
N/A—33-33-100%$686———
Showing 14 of 14 institutions