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Fundstr Gran SH US SM & Mid (GRNJ)

CUSIP: 45259A258 | NYSE | 100 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Institutional Holders — Q3 2026

Retirement Financial Solutions, LLC504,845
3.5% of portfolio›$14.9M
Kestra Private Wealth Services, LLC483,573
0.2% of portfolio›$14.2M
TrueWealth Advisors, LLC382,039
2.5% of portfolio›$11.2M
First Heartland Consultants, Inc.289,795
0.6% of portfolio›$8.5M
TD Waterhouse Canada Inc.267,043
0.0% of portfolio›$7.9M
DKM Wealth Management, Inc.243,072
4.5% of portfolio›$7.2M
VestGen Advisors, LLC113,945
0.1% of portfolio›$3.4M
Teamwork Financial Advisors, LLC112,692
0.4% of portfolio›$3.3M
BXM Wealth LLC95,369
1.5% of portfolio›$2.8M
Weaver Consulting Group94,737
0.5% of portfolio›$2.8M
Commonwealth Equity Services, LLC46,322
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.45,436
0.0% of portfolio›$1.3M
Wedbush Securities Inc32,528
0.1% of portfolio›$958.0K
Parallel Advisors, LLC24,525
0.0% of portfolio›$722.0K
Venture Visionary Partners LLC24,447
0.0% of portfolio›$719.7K
Tucker Asset Management LLC20,839
0.2% of portfolio›$613.5K
E&G Advisors, LLC20,288
0.1% of portfolio›$597.3K
Integrated Advisors Network LLC19,417
0.0% of portfolio›$571.6K
Independent Financial Group, LLC19,297
0.0% of portfolio›$568.1K
Vontobel Holding Ltd.18,270
0.0% of portfolio›$537.9K
Davenport & Co LLC17,355
0.0% of portfolio›$510.9K
Prospera Financial Services Inc13,806
0.0% of portfolio›$358.5K
Concurrent Investment Advisors, LLC12,885
0.0% of portfolio›$379.3K
LexAurum Advisors, LLC9,663
0.0% of portfolio›$284.5K
Kestra Advisory Services, LLC9,449
0.0% of portfolio›$278.2K
Visionary Wealth Advisors8,569
0.0% of portfolio›$252.3K
Whitaker-Myers Wealth Managers, Ltd.8,022
0.0% of portfolio›$236.2K
Signature Equity Partners, LLC7,627
0.1% of portfolio›$224.5K
Holos Integrated Wealth LLC1,500
0.0% of portfolio›$40.3K
Versant Capital Management, Inc1,289
0.0% of portfolio›$37.9K
Redwood Park Advisors LLC788
0.0% of portfolio›$23.2K
Rossby Financial, LCC502
0.0% of portfolio›$14.8K
StyleTurnoverLocationFiled
Retirement Financial Solutions, LLC
504,845$14.9M3.5%ETFMediumKnoxville, TN2026-10-20
Kestra Private Wealth Services, LLC
483,573$14.2M0.2%GrowthLowAustin, TX2026-10-30
TrueWealth Advisors, LLC
382,039$11.2M2.5%ETFMediumBirmingham, AL2026-10-09
First Heartland Consultants, Inc.
289,795$8.5M0.6%ETFMediumLake St. Louis, MO2026-10-08
TD Waterhouse Canada Inc.
267,043$7.9M0.0%CoreLowToronto, Australia2026-10-16
DKM Wealth Management, Inc.
243,072$7.2M4.5%YieldVery LowStockton, CA2026-10-09
VestGen Advisors, LLC
113,945$3.4M0.1%GrowthMediumChicago, IL2026-10-27
Teamwork Financial Advisors, LLC
112,692$3.3M0.4%GrowthHighSan Antonio, TX2026-10-19
BXM Wealth LLC
95,369$2.8M1.5%GrowthLowEnglewood, CO2026-11-03
Weaver Consulting Group
94,737$2.8M0.5%ETFLowHuntington Beach, CA2026-10-07
Commonwealth Equity Services, LLC
46,322$1.4M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
45,436$1.3M0.0%ETFLowFairfield, IA2026-11-02
Wedbush Securities Inc
32,528$958.0K0.1%CoreLowPasadena, CA2026-10-22
Parallel Advisors, LLC
24,525$722.0K0.0%IndexLowSan Francisco, CA2026-11-03
Venture Visionary Partners LLC
24,447$719.7K0.0%CoreLowSylvania, OH2026-10-07
Tucker Asset Management LLC
20,839$613.5K0.2%ETFMediumLittleton, CO2026-10-29
E&G Advisors, LLC
20,288$597.3K0.1%ETFVery LowHouston, TX2026-10-13
Integrated Advisors Network LLC
19,417$571.6K0.0%GrowthMediumDallas, TX2026-10-20
Independent Financial Group, LLC
19,297$568.1K0.0%GrowthLowSan Diego, CA2026-10-13
Vontobel Holding Ltd.
18,270$537.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Davenport & Co LLC
17,355$510.9K0.0%CoreMediumRichmond, VA2026-10-14
Prospera Financial Services Inc
13,806$358.5K0.0%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
12,885$379.3K0.0%GrowthMediumTampa, FL2026-10-16
LexAurum Advisors, LLC
9,663$284.5K0.0%ETFLowOverland Park, KS2026-10-19
Kestra Advisory Services, LLC
9,449$278.2K0.0%CoreLowAustin, TX2026-11-02
Visionary Wealth Advisors
8,569$252.3K0.0%ETFLowO'Fallon, IL2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
8,022$236.2K0.0%ETFMediumMansfield, OH2026-10-09
Signature Equity Partners, LLC
7,627$224.5K0.1%GrowthMediumColumbus, OH2026-10-29
Holos Integrated Wealth LLC
1,500$40.3K0.0%ETFLowKennett Square, PA2026-10-23
Versant Capital Management, Inc
1,289$37.9K0.0%GARPLowPhoenix, AZ2026-10-02
Redwood Park Advisors LLC
788$23.2K0.0%ETFVery LowRedwood City, CA2026-11-02
Rossby Financial, LCC
502$14.8K0.0%ETFMediumMelbourne, FL2026-11-05