GRNJ Institutional Ownership & Shareholders
FUNDSTR GRAN SH US SM & MID (GRNJ) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $243.73M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of GRNJ tracked by InsiderSet, reporting ownership valued at approximately $26.39M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.80M, representing an estimated loss of -17.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed GRNJ value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, &Partners, Reliant Wealth Planning, and several other long-term asset managers with concentrated positions in FUNDSTR GRAN SH US SM & MID (GRNJ).
This page ranks the largest institutional GRNJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
73
Total Reported Value
$243.73M
Largest Holder
Royal Bank Of Canada
Largest Position
$26.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.00% | 839,446 | $26,393,000 | $21,800,413 | -$4,592,587 | -17.40% | |
| &Partners | 0.10% | 744,176 | $23,406,546 | $19,326,251 | -$4,080,295 | -17.43% | |
| Reliant Wealth Planning | 5.37% | 620,518 | $19,509,085 | $16,114,852 | -$3,394,233 | -17.40% | |
| Retirement Financial Solutions, Llc | 3.51% | 504,845 | $14,862,637 | $13,110,825 | -$1,751,812 | -11.79% | |
| Kestra Private Wealth Services, Llc | 0.15% | 483,573 | $14,236,389 | $12,558,391 | -$1,677,998 | -11.79% | |
| Envestnet Asset Management Inc | 0.00% | 417,965 | $13,140,820 | $10,854,551 | -$2,286,269 | -17.40% | |
| American Financial Advisors, Llc | 1.51% | 399,037 | $12,545,724 | $10,362,991 | -$2,182,733 | -17.40% | |
| Truewealth Advisors, Llc | 2.53% | 382,039 | $11,247,227 | $9,921,553 | -$1,325,674 | -11.79% | |
| Pinnacle Wealth Management, Llc | 6.47% | 332,087 | $10,440,815 | $8,624,299 | -$1,816,516 | -17.40% | |
| First Heartland Consultants, Inc. | 0.57% | 289,795 | $8,531,565 | $7,525,976 | -$1,005,589 | -11.79% | |
| Td Waterhouse Canada Inc. | 0.02% | 267,043 | $7,949,208 | $6,935,107 | -$1,014,101 | -12.76% | |
| Smith, Moore & Co. | 0.48% | 237,384 | $7,463,353 | $6,164,862 | -$1,298,491 | -17.40% | |
| Dkm Wealth Management, Inc. | 4.53% | 243,072 | $7,156,035 | $6,312,580 | -$843,455 | -11.79% | |
| Sun Financial Inc | 3.22% | 223,077 | $6,830,618 | $5,793,310 | -$1,037,308 | -15.19% | |
| Lee Johnson Capital Management, Llc | 1.41% | 143,365 | $4,507,396 | $3,723,189 | -$784,207 | -17.40% | |
| Emissary Wealth Llc | 3.18% | 132,805 | $4,175,389 | $3,448,946 | -$726,443 | -17.40% | |
| Arcus Capital Partners, Llc | 1.63% | 125,444 | $3,943,947 | $3,257,781 | -$686,166 | -17.40% | |
| Game Plan Financial Advisors, Llc | 1.40% | 120,269 | $3,781,257 | $3,123,386 | -$657,871 | -17.40% | |
| Arax Advisory Partners | 0.02% | 115,245 | $3,623,303 | $2,992,913 | -$630,390 | -17.40% | |
| Vestgen Advisors, Llc | 0.10% | 113,945 | $3,354,541 | $2,959,152 | -$395,389 | -11.79% | |
| Teamwork Financial Advisors, Llc | 0.38% | 112,692 | $3,317,653 | $2,926,611 | -$391,042 | -11.79% | |
| Stifel Financial Corp | 0.00% | 96,661 | $3,039,021 | $2,510,286 | -$528,735 | -17.40% | |
| Weaver Consulting Group | 0.54% | 94,737 | $2,789,058 | $2,460,320 | -$328,738 | -11.79% | |
| Bxm Wealth Llc | 1.46% | 85,080 | $2,674,915 | $2,209,528 | -$465,387 | -17.40% | |
| Zega Investments, Llc | 0.43% | 81,509 | $2,562,643 | $2,116,789 | -$445,854 | -17.40% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 86,259 | $2,157,338 | $2,240,146 | +$82,808 | +3.84% | |
| Newedge Advisors, Llc | 0.00% | 46,653 | $1,466,770 | $1,211,578 | -$255,192 | -17.40% | |
| Principal Securities, Inc. | 0.02% | 45,139 | $1,419,170 | $1,172,260 | -$246,910 | -17.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 46,322 | $1,363,720 | $1,202,982 | -$160,738 | -11.79% | |
| Snowden Capital Advisors Llc | 0.03% | 40,068 | $1,259,738 | $1,040,566 | -$219,172 | -17.40% | |
| Integrated Wealth Concepts Llc | 0.01% | 34,324 | $1,079,142 | $891,394 | -$187,748 | -17.40% | |
| Sanctuary Advisors, Llc | 0.00% | 31,490 | $990,056 | $817,795 | -$172,261 | -17.40% | |
| Institute For Wealth Management, Llc. | 0.08% | 27,471 | $863,689 | $713,422 | -$150,267 | -17.40% | |
| Parallel Advisors, Llc | 0.01% | 25,025 | $786,786 | $649,899 | -$136,887 | -17.40% | |
| Insigneo Advisory Services, Llc | 0.03% | 23,990 | $754,246 | $623,020 | -$131,226 | -17.40% | |
| Venture Visionary Partners Llc | 0.02% | 24,447 | $719,720 | $634,889 | -$84,831 | -11.79% | |
| E&G Advisors, Lp | 0.12% | 20,288 | $597,279 | $526,879 | -$70,400 | -11.79% | |
| Quantinno Capital Management Lp | 0.00% | 18,313 | $575,761 | $475,589 | -$100,172 | -17.40% | |
| Integrated Advisors Network Llc | 0.03% | 19,417 | $571,634 | $504,259 | -$67,375 | -11.79% | |
| Independent Financial Group, Llc | 0.01% | 19,297 | $568,104 | $501,143 | -$66,961 | -11.79% | |
| Vontobel Holding Ltd. | 0.00% | 18,270 | $537,869 | $474,472 | -$63,397 | -11.79% | |
| Davenport & Co Llc | 0.00% | 17,355 | $510,919 | $450,709 | -$60,210 | -11.78% | |
| Riggs Asset Managment Co. Inc. | 0.08% | 14,112 | $443,681 | $366,489 | -$77,192 | -17.40% | |
| Prospera Financial Services Inc | 0.01% | 13,979 | $439,491 | $363,035 | -$76,456 | -17.40% | |
| Mariner, Llc | 0.00% | 13,179 | $414,348 | $342,259 | -$72,089 | -17.40% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 13,162 | $413,813 | $341,817 | -$71,996 | -17.40% | |
| Ausdal Financial Partners, Inc. | 0.02% | 12,709 | $399,571 | $330,053 | -$69,518 | -17.40% | |
| Equitable Holdings, Inc. | 0.00% | 12,671 | $398,376 | $329,066 | -$69,310 | -17.40% | |
| Osaic Holdings, Inc. | 0.00% | 12,669 | $398,308 | $329,014 | -$69,294 | -17.40% | |
| Concurrent Investment Advisors, Llc | 0.00% | 12,885 | $379,331 | $334,623 | -$44,708 | -11.79% |
Frequently asked questions about GRNJ
Who are the largest institutional holders of GRNJ?
The largest institutional holders of GRNJ reported in the latest SEC Form 13F filings include Royal Bank Of Canada, &Partners, Reliant Wealth Planning, Retirement Financial Solutions, Llc, and Kestra Private Wealth Services, Llc. InsiderSet ranks institutional holders by their latest reported GRNJ position.
What is GRNJ institutional ownership?
This page tracks GRNJ positions reported by institutional investment managers through SEC Form 13F. FUNDSTR GRAN SH US SM & MID (GRNJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GRNJ?
InsiderSet currently tracks 73 institutional managers reporting GRNJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GRNJ shareholders.
How much GRNJ stock do institutions own?
Institutional investment managers disclosed approximately $243.73M in GRNJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GRNJ institutional ownership last updated?
The latest GRNJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GRNJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GRNJ position after the reporting date.
Are institutions buying or selling GRNJ?
Institutional buying and selling can be analyzed by comparing GRNJ positions across consecutive 13F reporting periods. InsiderSet's GRNJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GRNJ ownership changes.
How has GRNJ institutional ownership changed over time?
InsiderSet tracks GRNJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.