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Fundstr Gran SH US SM & Mid (GRNJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Retirement Financial Solutions, LLC
NEW
Shares504,845
Change+504,845
Value$14.9M
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares483,573 from 449,123
Change+34,450 (+8%)
Value$14.2M (+$116.0K)
Filed 2026-11-06
TrueWealth Advisors, LLC
INCREASED
Shares382,039 from 371,143
Change+10,896 (+3%)
Value$11.2M (-$421.5K)
Filed 2026-10-09
First Heartland Consultants, Inc.
DECREASED
Shares289,795 from 315,578
Change-25,783 (-8%)
Value$8.5M (-$1.4M)
Filed 2026-10-08
TD Waterhouse Canada Inc.
DECREASED
Shares267,043 from 295,308
Change-28,265 (-10%)
Value$7.9M (-$1.2M)
Filed 2026-10-16
DKM Wealth Management, Inc.
INCREASED
Shares243,072 from 209,522
Change+33,550 (+16%)
Value$7.2M (+$568.7K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares113,945 from 113,967
Change-22 (0%)
Value$3.4M (-$228.6K)
Filed 2026-10-27
Teamwork Financial Advisors, LLC
DECREASED
Shares112,692 from 825,676
Change-712,984 (-86%)
Value$3.3M (-$22.6M)
Filed 2026-10-19
LPL Financial LLC
NEW
Shares108,601
Change+108,601
Value$3.2M
Filed 2026-11-06
BXM Wealth LLC
INCREASED
Shares95,369 from 85,080
Change+10,289 (+12%)
Value$2.8M (+$132.7K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares94,737 from 93,792
Change+945 (+1%)
Value$2.8M (-$159.8K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
DECREASED
Shares46,322 from 48,657
Change-2,335 (-5%)
Value$1.4M (-$166.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares45,436 from 40,803
Change+4,633 (+11%)
Value$1.3M (+$1.3M)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares32,528 from 20,963
Change+11,565 (+55%)
Value$958.0K (+$957.3K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares24,525 from 25,025
Change-500 (-2%)
Value$722.0K (-$64.8K)
Filed 2026-11-03
Venture Visionary Partners LLC
DECREASED
Shares24,447 from 28,070
Change-3,623 (-13%)
Value$719.7K (-$162.8K)
Filed 2026-10-07
Tucker Asset Management LLC
DECREASED
Shares20,839 from 25,661
Change-4,822 (-19%)
Value$613.5K (-$193.3K)
Filed 2026-10-29
E&G Advisors, LLC
INCREASED
Shares20,288 from 18,790
Change+1,498 (+8%)
Value$597.3K (+$6.5K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares19,417 from 22,724
Change-3,307 (-15%)
Value$571.6K (-$142.8K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares19,297 from 37,182
Change-17,885 (-48%)
Value$568.1K (-$600.9K)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares18,270 from 19,538
Change-1,268 (-6%)
Value$537.9K (-$76.4K)
Filed 2026-10-16
Davenport & Co LLC
NEW
Shares17,355
Change+17,355
Value$510.9K
Filed 2026-10-14
Prospera Financial Services Inc
DECREASED
Shares13,806 from 13,979
Change-173 (-1%)
Value$358.5K (-$81.0K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
UNCHANGED
Shares12,885 from 12,885
Change0 (0%)
Value$379.3K (-$25.8K)
Filed 2026-10-16
LexAurum Advisors, LLC
DECREASED
Shares9,663 from 12,078
Change-2,415 (-20%)
Value$284.5K (-$95.3K)
Filed 2026-10-19
Kestra Advisory Services, LLC
NEW
Shares9,449
Change+9,449
Value$278.2K
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares8,569 from 7,357
Change+1,212 (+16%)
Value$252.3K (+$21.0K)
Filed 2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares8,022 from 7,322
Change+700 (+10%)
Value$236.2K (+$6.0K)
Filed 2026-10-09
Signature Equity Partners, LLC
DECREASED
Shares7,627 from 10,794
Change-3,167 (-29%)
Value$224.5K (-$114.8K)
Filed 2026-10-29
Holos Integrated Wealth LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$40.3K (-$4.3K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$46.7K ($0)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares1,289 from 1,289
Change0 (0%)
Value$37.9K (-$2.6K)
Filed 2026-10-02
Redwood Park Advisors LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$23.2K (-$1.6K)
Filed 2026-11-02
Rossby Financial, LCC
NEW
Shares502
Change+502
Value$14.8K
Filed 2026-11-05
Zega Investments, LLC
CLOSED
Shares0 from 81,509
Change-81,509 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-04
Mainsail Asset Management, LLC
CLOSED
Shares0 from 16,555
Change-16,555 (-100%)
Value$0 (-$471.2K)
Filed 2026-10-14
ETF Store, Inc.
CLOSED
Shares0 from 16,248
Change-16,248 (-100%)
Value$0 (-$510.8K)
Filed 2026-10-19
Riggs Asset Managment Co. Inc.
CLOSED
Shares0 from 14,112
Change-14,112 (-100%)
Value$0 (-$443.7K)
Filed 2026-11-05
Fulcrum Equity Management
CLOSED
Shares0 from 9,613
Change-9,613 (-100%)
Value$0 (-$302.2K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$15.7K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-15
Farther Finance Advisors, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-08
HighTower Advisors, LLC
N/A
Shares— from 999,927
Change-999,927 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 839,446
Change-839,446 (-100%)
Value—
&partners
N/A
Shares— from 744,176
Change-744,176 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 620,518
Change-620,518 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 417,965
Change-417,965 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 399,037
Change-399,037 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 332,087
Change-332,087 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 237,384
Change-237,384 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 223,077
Change-223,077 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 143,365
Change-143,365 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 132,805
Change-132,805 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 125,444
Change-125,444 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 120,269
Change-120,269 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 115,245
Change-115,245 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 96,661
Change-96,661 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 58,084
Change-58,084 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 46,653
Change-46,653 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,139
Change-45,139 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 40,068
Change-40,068 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,324
Change-34,324 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 31,490
Change-31,490 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 27,471
Change-27,471 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 23,990
Change-23,990 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,313
Change-18,313 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,179
Change-13,179 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,709
Change-12,709 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,671
Change-12,671 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,669
Change-12,669 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,590
Change-11,590 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,808
Change-9,808 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 870
Change-870 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 123
Change-123 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 66
Change-66 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 33
Change-33 (-100%)
Value—
Status
Retirement Financial Solutions, LLC
NEW504,845—+504,845——$14.9M—2026-10-20
Kestra Private Wealth Services, LLC
INCREASED483,573449,123+34,450+8%$14.1M$14.2M+$116.0K2026-11-06
TrueWealth Advisors, LLC
INCREASED382,039371,143+10,896+3%$11.7M$11.2M-$421.5K2026-10-09
First Heartland Consultants, Inc.
DECREASED289,795315,578-25,783-8%$9.9M$8.5M-$1.4M2026-10-08
TD Waterhouse Canada Inc.
DECREASED267,043295,308-28,265-10%$9.1M$7.9M-$1.2M2026-10-16
DKM Wealth Management, Inc.
INCREASED243,072209,522+33,550+16%$6.6M$7.2M+$568.7K2026-10-09
VestGen Advisors, LLC
DECREASED113,945113,967-220%$3.6M$3.4M-$228.6K2026-10-27
Teamwork Financial Advisors, LLC
DECREASED112,692825,676-712,984-86%$26.0M$3.3M-$22.6M2026-10-19
LPL Financial LLC
NEW108,601—+108,601——$3.2M—2026-11-06
BXM Wealth LLC
INCREASED95,36985,080+10,289+12%$2.7M$2.8M+$132.7K2026-11-03
Weaver Consulting Group
INCREASED94,73793,792+945+1%$2.9M$2.8M-$159.8K2026-10-07
Commonwealth Equity Services, LLC
DECREASED46,32248,657-2,335-5%$1.5M$1.4M-$166.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED45,43640,803+4,633+11%$1.3K$1.3M+$1.3M2026-11-02
Wedbush Securities Inc
INCREASED32,52820,963+11,565+55%$659$958.0K+$957.3K2026-10-22
Parallel Advisors, LLC
DECREASED24,52525,025-500-2%$786.8K$722.0K-$64.8K2026-11-03
Venture Visionary Partners LLC
DECREASED24,44728,070-3,623-13%$882.5K$719.7K-$162.8K2026-10-07
Tucker Asset Management LLC
DECREASED20,83925,661-4,822-19%$806.8K$613.5K-$193.3K2026-10-29
E&G Advisors, LLC
INCREASED20,28818,790+1,498+8%$590.8K$597.3K+$6.5K2026-10-13
Integrated Advisors Network LLC
DECREASED19,41722,724-3,307-15%$714.5K$571.6K-$142.8K2026-10-20
Independent Financial Group, LLC
DECREASED19,29737,182-17,885-48%$1.2M$568.1K-$600.9K2026-10-13
Vontobel Holding Ltd.
DECREASED18,27019,538-1,268-6%$614.3K$537.9K-$76.4K2026-10-16
Davenport & Co LLC
NEW17,355—+17,355——$510.9K—2026-10-14
Prospera Financial Services Inc
DECREASED13,80613,979-173-1%$439.5K$358.5K-$81.0K2026-11-04
Concurrent Investment Advisors, LLC
UNCHANGED12,88512,88500%$405.1K$379.3K-$25.8K2026-10-16
LexAurum Advisors, LLC
DECREASED9,66312,078-2,415-20%$379.7K$284.5K-$95.3K2026-10-19
Kestra Advisory Services, LLC
NEW9,449—+9,449——$278.2K—2026-11-02
Visionary Wealth Advisors
INCREASED8,5697,357+1,212+16%$231.3K$252.3K+$21.0K2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
INCREASED8,0227,322+700+10%$230.2K$236.2K+$6.0K2026-10-09
Signature Equity Partners, LLC
DECREASED7,62710,794-3,167-29%$339.4K$224.5K-$114.8K2026-10-29
Holos Integrated Wealth LLC
UNCHANGED1,5001,50000%$44.6K$40.3K-$4.3K2026-10-23
Allworth Financial LP
UNCHANGED1,4841,48400%$46.7K$46.7K$02026-11-06
Versant Capital Management, Inc
UNCHANGED1,2891,28900%$40.5K$37.9K-$2.6K2026-10-02
Redwood Park Advisors LLC
UNCHANGED78878800%$24.8K$23.2K-$1.6K2026-11-02
Rossby Financial, LCC
NEW502—+502——$14.8K—2026-11-05
Zega Investments, LLC
CLOSED081,509-81,509-100%$2.6M$0-$2.6M2026-11-04
Mainsail Asset Management, LLC
CLOSED016,555-16,555-100%$471.2K$0-$471.2K2026-10-14
ETF Store, Inc.
CLOSED016,248-16,248-100%$510.8K$0-$510.8K2026-10-19
Riggs Asset Managment Co. Inc.
CLOSED014,112-14,112-100%$443.7K$0-$443.7K2026-11-05
Fulcrum Equity Management
CLOSED09,613-9,613-100%$302.2K$0-$302.2K2026-10-21
PNC Financial Services Group, Inc.
CLOSED0500-500-100%$15.7K$0-$15.7K2026-11-06
AdvisorNet Financial, Inc
CLOSED0304-304-100%$9.6K$0-$9.6K2026-10-15
Farther Finance Advisors, LLC
CLOSED0200-200-100%$6.3K$0-$6.3K2026-10-08
HighTower Advisors, LLC
N/A—999,927-999,927-100%$31.4M———
Royal Bank of Canada
N/A—839,446-839,446-100%$26.4M———
&partners
N/A—744,176-744,176-100%$23.4M———
Reliant Wealth Planning
N/A—620,518-620,518-100%$19.5M———
Envestnet Asset Management Inc
N/A—417,965-417,965-100%$13.1M———
American Financial Advisors, LLC
N/A—399,037-399,037-100%$12.5M———
Pinnacle Wealth Management, LLC
N/A—332,087-332,087-100%$10.4M———
Smith, Moore & Co.
N/A—237,384-237,384-100%$7.5M———
Sun Financial Inc
N/A—223,077-223,077-100%$6.8M———
LEE Johnson Capital Management, LLC
N/A—143,365-143,365-100%$4.5M———
Emissary Wealth LLC
N/A—132,805-132,805-100%$4.2M———
Arcus Capital Partners, LLC
N/A—125,444-125,444-100%$3.9M———
Game Plan Financial Advisors, LLC
N/A—120,269-120,269-100%$3.8M———
Arax Advisory Partners
N/A—115,245-115,245-100%$3.6M———
Stifel Financial Corp
N/A—96,661-96,661-100%$3.0M———
Greenwich Wealth Management LLC
N/A—58,084-58,084-100%$1.8K———
NewEdge Advisors, LLC
N/A—46,653-46,653-100%$1.5M———
Principal Securities, Inc.
N/A—45,139-45,139-100%$1.4M———
Snowden Capital Advisors LLC
N/A—40,068-40,068-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—34,324-34,324-100%$1.1M———
Sanctuary Advisors, LLC
N/A—31,490-31,490-100%$990.1K———
Institute for Wealth Management, Llc.
N/A—27,471-27,471-100%$863.7K———
Insigneo Advisory Services, LLC
N/A—23,990-23,990-100%$754.2K———
Quantinno Capital Management LP
N/A—18,313-18,313-100%$575.8K———
Mariner, LLC
N/A—13,179-13,179-100%$414.3K———
Federation des caisses Desjardins du Quebec
N/A—13,162-13,162-100%$413.8K———
Ausdal Financial Partners, Inc.
N/A—12,709-12,709-100%$399.6K———
Equitable Holdings, Inc.
N/A—12,671-12,671-100%$398.4K———
Osaic Holdings, Inc.
N/A—12,669-12,669-100%$398.3K———
Advisory Services Network, LLC
N/A—11,590-11,590-100%$364.4K———
Savvy Advisors, Inc.
N/A—9,808-9,808-100%$308.4K———
GWN Securities Inc.
N/A—8,042-8,042-100%$252.8K———
Truvestments Capital LLC
N/A—6,000-6,000-100%$188.6K———
Harbour Investments, Inc.
N/A—2,236-2,236-100%$70.3K———
Private Wealth Asset Management, LLC
N/A—2,000-2,000-100%$62.9K———
Global Retirement Partners, LLC
N/A—1,300-1,300-100%$40.9K———
UBS Group AG
N/A—1,050-1,050-100%$33.0K———
SOA Wealth Advisors, Llc.
N/A—870-870-100%$27.4K———
Wells Fargo & Company
N/A—123-123-100%$3.9K———
Morgan Stanley
N/A—66-66-100%$2.1K———
Jones Financial Companies Lllp
N/A—33-33-100%$1.0K———
Showing 83 of 83 institutions