Who owns GRNB
Which tracked institutional funds hold GRNB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GRNB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened GRNB while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GRNB’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes GRNB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GRNB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 72 tracked filers holding GRNB, 39 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GRNB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- CANANDAIGUA NATIONAL BANK & TRUST CO$919K
- Wealth Advisory Team LLC$787K
Full exits 11
- NATURAL INVESTMENTS, LLC$7M
- rebel Financial LLC$6M
- JANE STREET GROUP, LLC$3M
- Mariner, LLC$1M
- FLOW TRADERS U.S. LLC$1M
- Betterment LLC$1M
Largest adds
- LPL Financial LLC$1M
- Rossby Financial, LCC$731K
- Aptus Capital Advisors, LLC$497K
- Federation des caisses Desjardins du Quebec$483K
- Integrated Wealth Concepts LLC$364K
- Financial Engines Advisors L.L.C.$276K
Largest trims
- GOLDMAN SACHS GROUP INC$509K
- PFG Investments, LLC$488K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 943,898 | $23M | 21.3% | 2026-Q2 |
| PFG Investments, LLC trimmed | 699,390 | $17M | 15.8% | 2026-Q2 |
| Rossby Financial, LCC added | 292,147 | $7M | 6.6% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 222,770 | $5M | 5.0% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 187,477 | $5M | 4.2% | 2026-Q2 |
| UBS Group AG added | 55,208 | $1M | 1.2% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 42,126 | $1M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 41,245 | $995K | 0.9% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO trimmed | 38,092 | $919K | 0.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 35,793 | $864K | 0.8% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 33,979 | $820K | 0.8% | 2026-Q2 |
| True Blue Financial, LLC added | 33,849 | $817K | 0.8% | 2026-Q2 |
| Wealth Advisory Team LLC added | 32,617 | $787K | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 27,735 | $669K | 0.6% | 2026-Q2 |
| Live Oak Investment Partners added | 24,729 | $597K | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 24,630 | $594K | 0.6% | 2026-Q2 |
| Clean Yield Group trimmed | 24,160 | $583K | 0.5% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 22,796 | $550K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 22,065 | $533K | 0.5% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 21,769 | $525K | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 21,407 | $517K | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 20,432 | $493K | 0.5% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 18,603 | $449K | 0.4% | 2026-Q2 |
| WESBANCO BANK INC | 18,260 | $441K | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,510 | $423K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 16,222 | $392K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,556 | $375K | 0.4% | 2026-Q2 |
| Creative Planning added | 15,057 | $363K | 0.3% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 14,818 | $358K | 0.3% | 2026-Q2 |
| Mechanics Bank Trust Department | 14,485 | $350K | 0.3% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 14,352 | $346K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 13,728 | $329K | 0.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 13,434 | $324K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,385 | $323K | 0.3% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 13,167 | $318K | 0.3% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 12,545 | $303K | 0.3% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 12,400 | $299K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 12,103 | $292K | 0.3% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 11,770 | $281K | 0.3% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 11,520 | $278K | 0.3% | 2026-Q2 |
| SAXON INTERESTS, INC. | 11,390 | $275K | 0.3% | 2026-Q2 |
| Mason & Associates Inc trimmed | 11,215 | $271K | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 11,037 | $266K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 10,787 | $260K | 0.2% | 2026-Q2 |
| CWC Advisors, LLC. added | 10,462 | $253K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 10,325 | $249K | 0.2% | 2026-Q2 |
| Goepper Burkhardt LLC added | 9,900 | $239K | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 9,825 | $237K | 0.2% | 2026-Q2 |
| ABOUND FINANCIAL, LLC added | 9,801 | $237K | 0.2% | 2026-Q2 |
| Values Added Financial LLC trimmed | 9,570 | $231K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 9,448 | $228K | 0.2% | 2026-Q2 |
| EQ LLC new | 9,087 | $219K | 0.2% | 2026-Q2 |
| Genus Capital Management Inc. | 8,600 | $208K | 0.2% | 2026-Q2 |
| Adalta Capital Management LLC | 8,250 | $199K | 0.2% | 2026-Q2 |
| First Pacific Financial added | 7,651 | $185K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 6,000 | $145K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 5,028 | $121K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,626 | $63K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,115 | $51K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 2,025 | $49K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 1,865 | $45K | 0.0% | 2026-Q2 |
| MJT & Associates Financial Advisory Group, Inc. added | 1,387 | $33K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 1,300 | $31K | 0.0% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC | 1,206 | $29K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 693 | $17K | 0.0% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC | 430 | $10K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 400 | $10K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 326 | $8K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 118 | $3K | 0.0% | 2026-Q2 |
| Community Bank, N.A. | 100 | $2K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 45 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $11 | 0.0% | 2026-Q2 |
| NATURAL INVESTMENTS, LLC added | 296,565 | $7M | 6.6% | 2026-Q1 stale (1 quarter behind) |
| rebel Financial LLC added | 242,879 | $6M | 5.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 130,113 | $3M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 58,422 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 50,060 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC trimmed | 42,325 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Neumann Capital Management, LLC added | 41,300 | $990K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| CANANDAIGUA NATIONAL CORP new | 38,879 | $932K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Smart Portfolios, LLC added | 31,334 | $751K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 22,896 | $549K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 21,158 | $507K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors added | 20,767 | $498K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Discipline Wealth Solutions, LLC new | 18,969 | $454K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Impact Investors, Inc | 15,864 | $380K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 15,105 | $361K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Investor's Fiduciary Advisor Network, LLC trimmed | 13,123 | $314K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 5,404 | $129K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WealthShield Partners, LLC | 4,696 | $113K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 2,419 | $58K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 316 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TrueWealth Financial Partners new | 32,678 | $795K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 4,147 | $101K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 400 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SK Wealth Management, LLC trimmed | 8,314 | $202K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Rockefeller Capital Management L.P. new | 1,036 | $25K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CX Institutional added | 836 | $20K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 13,707 | $332K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 11,068 | $267K | 0.2% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.