Who Owns FUNDSTRAT (GRNJ)? -- Institutional Holders (2026-06-30)

38 institutions reported holding $139.7M of FUNDSTRAT (GRNJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Teamwork Financial Advisors, LLC ($26.0M), KESTRA PRIVATE WEALTH SERVICES, LLC ($14.1M), ENVESTNET ASSET MANAGEMENT INC ($13.1M), American Financial Advisors, LLC ($12.5M), TrueWealth Advisors, LLC ($11.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Teamwork Financial Advisors, LLC$26.0M825,676Added
2KESTRA PRIVATE WEALTH SERVICES, LLC$14.1M449,123Trimmed
3ENVESTNET ASSET MANAGEMENT INC$13.1M417,965Added
4American Financial Advisors, LLC$12.5M399,037New
5TrueWealth Advisors, LLC$11.7M371,143Added
6Pinnacle Wealth Management, LLC$10.4M332,087Trimmed
7First Heartland Consultants, Inc.$9.9M315,578Added
8TD Waterhouse Canada Inc.$9.1M295,308Added
9DKM Wealth Management, Inc.$6.6M209,522Added
10Emissary Wealth LLC$4.2M132,805Added
11Weaver Consulting Group$2.9M93,792Added
12BXM Wealth LLC$2.7M85,080Added
13Cambridge Investment Research Advisors, Inc.$2.6M81,606Added
14ZEGA Investments, LLC$2.6M81,509Added
15COMMONWEALTH EQUITY SERVICES, LLC$1.5M48,657Added
16PRINCIPAL SECURITIES, INC.$1.4M45,139Added
17INDEPENDENT FINANCIAL GROUP, LLC$1.2M37,182Added
18Venture Visionary Partners LLC$882,52128,070Added
19Institute for Wealth Management, LLC.$863,68927,471Added
20WEDBUSH SECURITIES INC$659,00020,963New
21Vontobel Holding Ltd.$614,27519,538Added
22E&G Advisors, LP$590,75818,790Added
23ETF Store, Inc.$510,83716,248New
24Riggs Asset Managment Co. Inc.$443,68114,112Added
25Prospera Financial Services Inc$439,49113,979Added

Source: SEC Form 13F filings · as of 2026-06-30