FUNDSTR GRAN SH US LRG CAP (GRNY) Institutional Shareholders
FUNDSTR GRAN SH US LRG CAP (GRNY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.05B in GRNY holdings during the latest filing period.
Howard Capital Management Inc. is currently the largest disclosed institutional shareholder of GRNY tracked by InsiderSet, reporting ownership valued at approximately $177.98M 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 $179.46M, representing an estimated gain of +0.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed GRNY value among the investors covered in this analysis. Major shareholders include Howard Capital Management Inc., Royal Bank Of Canada, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FUNDSTR GRAN SH US LRG CAP (GRNY).
This page ranks the largest institutional GRNY 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
322
Total Reported Value
$2.05B
Largest Holder
Howard Capital Management Inc.
Largest Position
$177.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | 2.12% | 6,436,736 | $177,975,750 | $179,456,200 | +$1,480,450 | +0.83% | |
| Royal Bank Of Canada | 0.03% | 5,908,845 | $163,380,000 | $164,738,599 | +$1,358,599 | +0.83% | |
| Raymond James Financial Inc | 0.04% | 5,650,064 | $156,224,270 | $157,523,784 | +$1,299,514 | +0.83% | |
| Clal Insurance Enterprises Holdings Ltd | 0.29% | 2,300,000 | $63,595,000 | $64,124,000 | +$529,000 | +0.83% | |
| Lpl Financial Llc | 0.01% | 2,241,312 | $61,972,283 | $62,487,779 | +$515,496 | +0.83% | |
| Morgan Stanley | 0.00% | 1,833,605 | $50,699,178 | $51,120,907 | +$421,729 | +0.83% | |
| Envestnet Asset Management Inc | 0.01% | 1,456,666 | $40,276,805 | $40,611,848 | +$335,043 | +0.83% | |
| Truewealth Advisors, Llc | 8.96% | 1,437,336 | $39,742,340 | $40,072,928 | +$330,588 | +0.83% | |
| Thrivent Financial For Lutherans | 0.06% | 1,342,646 | $37,124,000 | $37,432,970 | +$308,970 | +0.83% | |
| Venture Visionary Partners Llc | 1.02% | 1,328,988 | $36,746,523 | $37,052,185 | +$305,662 | +0.83% | |
| Stenger Family Office, Llc | 5.56% | 1,265,578 | $34,993,232 | $35,284,315 | +$291,083 | +0.83% | |
| Socha Financial Group, Llc | 14.18% | 1,260,790 | $34,860,844 | $35,150,825 | +$289,981 | +0.83% | |
| Newedge Advisors, Llc | 0.09% | 1,102,432 | $30,482,243 | $30,735,804 | +$253,561 | +0.83% | |
| Arcus Capital Partners, Llc | 12.40% | 1,084,033 | $29,973,516 | $30,222,840 | +$249,324 | +0.83% | |
| Reliant Wealth Planning | 7.93% | 1,043,100 | $28,841,715 | $29,081,628 | +$239,913 | +0.83% | |
| Mml Investors Services, Llc | 0.06% | 984,228 | $27,213,904 | $27,440,277 | +$226,373 | +0.83% | |
| Cwm, Llc | 0.07% | 1,084,923 | $25,897,105 | $30,247,653 | +$4,350,548 | +16.80% | |
| Meitav Investment House Ltd | 0.17% | 913,800 | $25,266,570 | $25,476,744 | +$210,174 | +0.83% | |
| Janney Montgomery Scott Llc | 0.05% | 858,397 | $23,735,000 | $23,932,108 | +$197,108 | +0.83% | |
| Smith, Moore & Co. | 1.46% | 816,101 | $22,565,198 | $22,752,896 | +$187,698 | +0.83% | |
| Pinnacle Wealth Management, Llc | 12.25% | 715,360 | $19,779,704 | $19,944,237 | +$164,533 | +0.83% | |
| Stifel Financial Corp | 0.02% | 698,926 | $19,325,320 | $19,486,057 | +$160,737 | +0.83% | |
| Integrated Wealth Concepts Llc | 0.13% | 693,373 | $19,171,765 | $19,331,239 | +$159,474 | +0.83% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.77% | 678,413 | $18,758,119 | $18,914,154 | +$156,035 | +0.83% | |
| Sage Private Wealth Group, Llc | 8.36% | 672,539 | $18,595,096 | $18,750,387 | +$155,291 | +0.84% | |
| Td Waterhouse Canada Inc. | 0.05% | 670,896 | $18,587,692 | $18,704,580 | +$116,888 | +0.63% | |
| Diversify Advisory Services, Llc | 0.31% | 685,361 | $18,539,025 | $19,107,865 | +$568,840 | +3.07% | |
| Diversify Wealth Management, Llc | 0.31% | 685,361 | $18,539,025 | $19,107,865 | +$568,840 | +3.07% | |
| Ubs Group Ag | 0.00% | 658,250 | $18,200,613 | $18,352,010 | +$151,397 | +0.83% | |
| First Heartland Consultants, Inc. | 1.15% | 644,409 | $17,817,909 | $17,966,123 | +$148,214 | +0.83% | |
| Kestra Private Wealth Services, Llc | 0.19% | 614,029 | $16,977,914 | $17,119,129 | +$141,215 | +0.83% | |
| Soa Wealth Advisors, Llc. | 2.72% | 585,575 | $16,191,141 | $16,325,831 | +$134,690 | +0.83% | |
| Osaic Holdings, Inc. | 0.02% | 569,651 | $15,750,518 | $15,881,870 | +$131,352 | +0.83% | |
| Blue Sky Capital Consultants Group, Inc. | 6.73% | 569,052 | $15,734,288 | $15,865,170 | +$130,882 | +0.83% | |
| Nbz Investment Advisors Llc | 6.06% | 561,294 | $15,519,779 | $15,648,877 | +$129,098 | +0.83% | |
| D.A. Davidson & Co. | 0.08% | 544,339 | $15,050,973 | $15,176,171 | +$125,198 | +0.83% | |
| Dkm Wealth Management, Inc. | 9.17% | 507,436 | $14,030,606 | $14,147,316 | +$116,710 | +0.83% | |
| Vestgen Advisors, Llc | 0.41% | 504,537 | $13,950,448 | $14,066,492 | +$116,044 | +0.83% | |
| Retirement Financial Solutions, Llc | 3.42% | 503,102 | $13,910,777 | $14,026,484 | +$115,707 | +0.83% | |
| Balance Wealth, Llc | 3.69% | 501,752 | $13,873,445 | $13,988,846 | +$115,401 | +0.83% | |
| Commonwealth Equity Services, Llc | 0.02% | 483,770 | $13,376,240 | $13,487,508 | +$111,268 | +0.83% | |
| Spahn Wealth & Retirement Llc | 8.22% | 462,055 | $12,775,821 | $12,882,093 | +$106,272 | +0.83% | |
| Longview Financial Advisors, Inc. | 7.28% | 450,393 | $12,452,014 | $12,556,957 | +$104,943 | +0.84% | |
| Cibc World Market Inc. | 0.02% | 416,218 | $11,508,428 | $11,604,158 | +$95,730 | +0.83% | |
| Wcg Wealth Advisors Llc | 0.26% | 401,560 | $11,103,147 | $11,195,493 | +$92,346 | +0.83% | |
| American Financial Advisors, Llc | 1.28% | 385,033 | $10,646,162 | $10,734,720 | +$88,558 | +0.83% | |
| Western Wealth Management, Llc | 0.33% | 369,826 | $10,225,677 | $10,310,749 | +$85,072 | +0.83% | |
| Cetera Investment Advisers | 0.01% | 369,446 | $10,215,182 | $10,300,154 | +$84,972 | +0.83% | |
| Emissary Wealth Llc | 7.53% | 357,632 | $9,888,525 | $9,970,780 | +$82,255 | +0.83% | |
| Solidarity Wealth, Llc | 1.69% | 351,851 | $9,728,680 | $9,809,606 | +$80,926 | +0.83% |
Frequently asked questions about GRNY
Who owns the most GRNY stock?
The largest holders of GRNY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FUNDSTR GRAN SH US LRG CAP (GRNY).
Is GRNY widely held by superinvestors?
Many widely followed stocks like GRNY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GRNY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.