GRNY Institutional Ownership & Shareholders
FUNDSTR GRAN SH US LRG CAP (GRNY) is currently held by 323 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.05B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Howard Capital Management Inc. is currently the largest disclosed institutional shareholder of GRNY tracked by InsiderSet, reporting ownership valued at approximately $164.28M in its September 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 $156.90M, representing an estimated loss of -4.49% 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
323
Total Reported Value
$2.05B
Largest Holder
Howard Capital Management Inc.
Largest Position
$164.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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. | 1.99% | 5,902,928 | $164,278,486 | $156,899,826 | -$7,378,660 | -4.49% | |
| Royal Bank Of Canada | 0.03% | 5,908,845 | $163,380,000 | $157,057,100 | -$6,322,900 | -3.87% | |
| Raymond James Financial Inc | 0.04% | 5,650,064 | $156,224,270 | $150,178,701 | -$6,045,569 | -3.87% | |
| Clal Insurance Enterprises Holdings Ltd | 0.29% | 2,300,000 | $63,595,000 | $61,134,000 | -$2,461,000 | -3.87% | |
| Lpl Financial Llc | 0.01% | 2,241,312 | $61,972,283 | $59,574,073 | -$2,398,210 | -3.87% | |
| Morgan Stanley | 0.00% | 1,833,605 | $50,699,178 | $48,737,221 | -$1,961,957 | -3.87% | |
| Envestnet Asset Management Inc | 0.01% | 1,456,666 | $40,276,805 | $38,718,182 | -$1,558,623 | -3.87% | |
| Truewealth Advisors, Llc | 9.01% | 1,440,315 | $40,083,969 | $38,283,573 | -$1,800,396 | -4.49% | |
| Thrivent Financial For Lutherans | 0.06% | 1,342,646 | $37,124,000 | $35,687,531 | -$1,436,469 | -3.87% | |
| Venture Visionary Partners Llc | 0.96% | 1,312,559 | $36,528,542 | $34,887,818 | -$1,640,724 | -4.49% | |
| Stenger Family Office, Llc | 4.92% | 1,268,583 | $35,799,403 | $33,718,936 | -$2,080,467 | -5.81% | |
| Socha Financial Group, Llc | 14.18% | 1,260,790 | $34,860,844 | $33,511,798 | -$1,349,046 | -3.87% | |
| Newedge Advisors, Llc | 0.09% | 1,102,432 | $30,482,243 | $29,302,643 | -$1,179,600 | -3.87% | |
| Arcus Capital Partners, Llc | 12.40% | 1,084,033 | $29,973,516 | $28,813,597 | -$1,159,919 | -3.87% | |
| Reliant Wealth Planning | 7.93% | 1,043,100 | $28,841,715 | $27,725,598 | -$1,116,117 | -3.87% | |
| Mml Investors Services, Llc | 0.06% | 984,228 | $27,213,904 | $26,160,780 | -$1,053,124 | -3.87% | |
| Cwm, Llc | 0.07% | 1,084,923 | $25,897,105 | $28,837,253 | +$2,940,148 | +11.35% | |
| Kestra Private Wealth Services, Llc | 0.25% | 854,734 | $23,787,250 | $22,718,830 | -$1,068,420 | -4.49% | |
| Janney Montgomery Scott Llc | 0.05% | 858,397 | $23,735,000 | $22,816,192 | -$918,808 | -3.87% | |
| Smith, Moore & Co. | 1.46% | 816,101 | $22,565,198 | $21,691,965 | -$873,233 | -3.87% | |
| Pinnacle Wealth Management, Llc | 12.25% | 715,360 | $19,779,704 | $19,014,269 | -$765,435 | -3.87% | |
| Stifel Financial Corp | 0.02% | 698,926 | $19,325,320 | $18,577,453 | -$747,867 | -3.87% | |
| Integrated Wealth Concepts Llc | 0.13% | 693,373 | $19,171,765 | $18,429,854 | -$741,911 | -3.87% | |
| Td Waterhouse Canada Inc. | 0.05% | 682,530 | $19,161,319 | $18,141,647 | -$1,019,672 | -5.32% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.77% | 678,413 | $18,758,119 | $18,032,218 | -$725,901 | -3.87% | |
| Ubs Group Ag | 0.00% | 658,250 | $18,200,613 | $17,496,285 | -$704,328 | -3.87% | |
| Sage Private Wealth Group, Llc | 6.11% | 653,972 | $18,200,281 | $17,382,576 | -$817,705 | -4.49% | |
| First Heartland Consultants, Inc. | 1.16% | 628,342 | $17,486,758 | $16,701,330 | -$785,428 | -4.49% | |
| Diversify Advisory Services, Llc | 0.26% | 619,829 | $17,181,669 | $16,475,055 | -$706,614 | -4.11% | |
| Diversify Wealth Management, Llc | 0.26% | 619,829 | $17,181,669 | $16,475,055 | -$706,614 | -4.11% | |
| D.A. Davidson & Co. | 0.09% | 582,025 | $16,197,756 | $15,470,224 | -$727,532 | -4.49% | |
| Soa Wealth Advisors, Llc. | 2.72% | 585,575 | $16,191,141 | $15,564,583 | -$626,558 | -3.87% | |
| Nbz Investment Advisors Llc | 6.15% | 571,310 | $15,899,544 | $15,185,420 | -$714,124 | -4.49% | |
| Osaic Holdings, Inc. | 0.02% | 569,651 | $15,750,518 | $15,141,324 | -$609,194 | -3.87% | |
| Vestgen Advisors, Llc | 0.46% | 540,401 | $15,039,373 | $14,363,859 | -$675,514 | -4.49% | |
| Dkm Wealth Management, Inc. | 9.43% | 534,961 | $14,887,972 | $14,219,263 | -$668,709 | -4.49% | |
| Balance Wealth, Llc | 3.44% | 514,445 | $14,317,010 | $13,673,948 | -$643,062 | -4.49% | |
| Retirement Financial Solutions, Llc | 3.37% | 512,815 | $14,271,647 | $13,630,623 | -$641,024 | -4.49% | |
| Blue Sky Capital Consultants Group, Inc. | 5.98% | 512,264 | $14,256,300 | $13,615,977 | -$640,323 | -4.49% | |
| Commonwealth Equity Services, Llc | 0.02% | 491,142 | $13,668,470 | $13,054,554 | -$613,916 | -4.49% | |
| Spahn Wealth & Retirement Llc | 8.22% | 462,055 | $12,775,821 | $12,281,422 | -$494,399 | -3.87% | |
| Longview Financial Advisors, Inc. | 7.22% | 453,077 | $12,609,160 | $12,042,787 | -$566,373 | -4.49% | |
| Whitaker-Myers Wealth Managers, Ltd. | 1.91% | 421,443 | $11,728,746 | $11,201,955 | -$526,791 | -4.49% | |
| Cibc World Market Inc. | 0.02% | 416,218 | $11,508,428 | $11,063,074 | -$445,354 | -3.87% | |
| Wcg Wealth Advisors Llc | 0.26% | 401,560 | $11,103,147 | $10,673,465 | -$429,682 | -3.87% | |
| American Financial Advisors, Llc | 1.28% | 385,033 | $10,646,162 | $10,234,177 | -$411,985 | -3.87% | |
| Solidarity Wealth, Llc | 1.79% | 372,305 | $10,361,248 | $9,895,867 | -$465,381 | -4.49% | |
| Western Wealth Management, Llc | 0.33% | 369,826 | $10,225,677 | $9,829,975 | -$395,702 | -3.87% | |
| Cetera Investment Advisers | 0.01% | 369,446 | $10,215,182 | $9,819,875 | -$395,307 | -3.87% | |
| Emissary Wealth Llc | 7.53% | 357,632 | $9,888,525 | $9,505,859 | -$382,666 | -3.87% |
Frequently asked questions about GRNY
Who are the largest institutional holders of GRNY?
The largest institutional holders of GRNY reported in the latest SEC Form 13F filings include Howard Capital Management Inc., Royal Bank Of Canada, Raymond James Financial Inc, Clal Insurance Enterprises Holdings Ltd, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported GRNY position.
What is GRNY institutional ownership?
This page tracks GRNY positions reported by institutional investment managers through SEC Form 13F. FUNDSTR GRAN SH US LRG CAP (GRNY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GRNY?
InsiderSet currently tracks 323 institutional managers reporting GRNY 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 GRNY shareholders.
How much GRNY stock do institutions own?
Institutional investment managers disclosed approximately $2.05B in GRNY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GRNY institutional ownership last updated?
The latest GRNY 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 GRNY 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 GRNY position after the reporting date.
Are institutions buying or selling GRNY?
Institutional buying and selling can be analyzed by comparing GRNY positions across consecutive 13F reporting periods. InsiderSet's GRNY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GRNY ownership changes.
How has GRNY institutional ownership changed over time?
InsiderSet tracks GRNY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.