Who owns GRNY
Which tracked institutional funds hold GRNY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GRNY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on GRNY is one-sided between 2026-Q1 and 2026-Q2: 140 added or opened and 39 trimmed or exited — on balance accumulating.
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
GRNY’s largest tracked holder by dollar value, Howard Capital Management, LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GRNY 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 315 tracked filers holding GRNY, 190 increased or opened the position and 115 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 GRNY 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 8
- NewEdge Advisors, LLC$30M
- Diversify Advisory Services, LLC$19M
- Spahn Wealth & Retirement LLC$13M
- American Financial Advisors, LLC$11M
- Solidarity Wealth, LLC$10M
- Almanack Investment Partners, LLC.$6M
Full exits 26
- Clal Insurance Enterprises Holdings Ltd$55M
- HighTower Advisors, LLC$47M
- Thrivent Financial for Lutherans$32M
- Cambridge Investment Research Advisors, Inc.$27M
- CWM, LLC$26M
- TTP Investments, Inc.$15M
Largest adds
- MORGAN STANLEY$33M
- RAYMOND JAMES FINANCIAL INC$31M
- LPL Financial LLC$24M
- ROYAL BANK OF CANADA$23M
- Howard Capital Management, LLC$15M
- Arcus Capital Partners, LLC$12M
Largest trims
- Steward Partners Investment Advisory, LLC$10M
- DIVERSIFY WEALTH MANAGEMENT, LLC$9M
- Ausdal Financial Partners, Inc.$5M
- CoreCap Advisors, LLC$4M
- Tower Research Capital LLC (TRC)$2M
- Fidelis Wealth Advisors LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Howard Capital Management, LLC trimmed | 6,436,736 | $178M | 10.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,908,845 | $163M | 9.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,650,064 | $156M | 9.1% | 2026-Q2 |
| LPL Financial LLC added | 2,241,312 | $62M | 3.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,833,605 | $51M | 2.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,456,666 | $40M | 2.3% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 1,437,336 | $40M | 2.3% | 2026-Q2 |
| Venture Visionary Partners LLC added | 1,328,988 | $37M | 2.1% | 2026-Q2 |
| Stenger Family Office, LLC trimmed | 1,265,578 | $35M | 2.0% | 2026-Q2 |
| Socha Financial Group, LLC added | 1,260,790 | $35M | 2.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,102,432 | $30M | 1.8% | 2026-Q2 |
| Arcus Capital Partners, LLC added | 1,084,033 | $30M | 1.7% | 2026-Q2 |
| Reliant Wealth Planning added | 1,043,100 | $29M | 1.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 984,228 | $27M | 1.6% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD | 913,800 | $25M | 1.5% | 2026-Q2 |
| SMITH, MOORE & CO. added | 816,101 | $23M | 1.3% | 2026-Q2 |
| Pinnacle Wealth Management, LLC trimmed | 715,360 | $20M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 698,926 | $19M | 1.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 693,339 | $19M | 1.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 685,361 | $19M | 1.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 685,361 | $19M | 1.1% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 678,413 | $19M | 1.1% | 2026-Q2 |
| SAGE PRIVATE WEALTH GROUP, LLC trimmed | 672,539 | $19M | 1.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 670,896 | $19M | 1.1% | 2026-Q2 |
| UBS Group AG added | 658,250 | $18M | 1.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 644,409 | $18M | 1.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 614,029 | $17M | 1.0% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 585,575 | $16M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 569,651 | $16M | 0.9% | 2026-Q2 |
| Blue Sky Capital Consultants Group, Inc. added | 569,052 | $16M | 0.9% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 561,294 | $16M | 0.9% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 544,339 | $15M | 0.9% | 2026-Q2 |
| DKM Wealth Management, Inc. added | 507,436 | $14M | 0.8% | 2026-Q2 |
| VestGen Advisors, LLC added | 504,537 | $14M | 0.8% | 2026-Q2 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 503,102 | $14M | 0.8% | 2026-Q2 |
| Balance Wealth Partners LLC added | 501,752 | $14M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 483,770 | $13M | 0.8% | 2026-Q2 |
| Spahn Wealth & Retirement LLC new | 462,055 | $13M | 0.7% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 450,393 | $12M | 0.7% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 416,218 | $12M | 0.7% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 401,560 | $11M | 0.6% | 2026-Q2 |
| American Financial Advisors, LLC new | 385,033 | $11M | 0.6% | 2026-Q2 |
| Western Wealth Management, LLC added | 369,826 | $10M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 369,446 | $10M | 0.6% | 2026-Q2 |
| Emissary Wealth LLC added | 357,632 | $10M | 0.6% | 2026-Q2 |
| Solidarity Wealth, LLC new | 351,851 | $10M | 0.6% | 2026-Q2 |
| Valley Financial Group, Inc. added | 346,070 | $10M | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 333,369 | $9M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 332,054 | $9M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 325,171 | $9M | 0.5% | 2026-Q2 |
| Teamwork Financial Advisors, LLC trimmed | 308,866 | $9M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 300,895 | $8M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 295,536 | $8M | 0.5% | 2026-Q2 |
| Berkshire Money Management, Inc. trimmed | 294,243 | $8M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 291,303 | $8M | 0.5% | 2026-Q2 |
| BXM Wealth LLC added | 289,149 | $8M | 0.5% | 2026-Q2 |
| THEORY FINANCIAL LLC trimmed | 283,636 | $8M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 280,200 | $8M | 0.4% | 2026-Q2 |
| Private Wealth Asset Management, LLC trimmed | 271,849 | $8M | 0.4% | 2026-Q2 |
| Weaver Consulting Group added | 270,032 | $7M | 0.4% | 2026-Q2 |
| Portus Wealth Advisors, LLC added | 265,200 | $7M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 264,626 | $7M | 0.4% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 259,782 | $7M | 0.4% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 254,110 | $7M | 0.4% | 2026-Q2 |
| WJ Wealth Management, LLC added | 249,361 | $7M | 0.4% | 2026-Q2 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC added | 238,249 | $7M | 0.4% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 234,127 | $6M | 0.4% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 224,926 | $6M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC added | 212,182 | $6M | 0.3% | 2026-Q2 |
| Vivid Wealth Management, LLC added | 209,283 | $6M | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 208,163 | $6M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 205,977 | $6M | 0.3% | 2026-Q2 |
| Lionsbridge Wealth Management LLC trimmed | 204,428 | $6M | 0.3% | 2026-Q2 |
| Almanack Investment Partners, LLC. new | 203,864 | $6M | 0.3% | 2026-Q2 |
| Benchmark Financial Wealth Advisors, LLC added | 198,482 | $5M | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 191,003 | $5M | 0.3% | 2026-Q2 |
| PlanVest Financial, Inc added | 187,033 | $5M | 0.3% | 2026-Q2 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC added | 180,988 | $5M | 0.3% | 2026-Q2 |
| Brick & Kyle, Associates | 180,280 | $4M | 0.2% | 2026-Q2 |
| Clark Wealth Partners added | 176,748 | $5M | 0.3% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 176,666 | $5M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 171,410 | $5M | 0.3% | 2026-Q2 |
| SteelPeak Wealth, LLC | 169,427 | $5M | 0.3% | 2026-Q2 |
| Sun Financial Inc added | 165,189 | $5M | 0.3% | 2026-Q2 |
| Financial Designs Corp trimmed | 155,502 | $4M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 155,338 | $4M | 0.2% | 2026-Q2 |
| Financial Enhancement Group LLC added | 152,047 | $4M | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 150,512 | $4M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 135,697 | $4M | 0.2% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 134,400 | $4M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 121,264 | $3M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 120,104 | $3M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 117,349 | $3M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 115,696 | $3M | 0.2% | 2026-Q2 |
| Cedarwood Wealth LLC added | 112,643 | $3M | 0.2% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 108,745 | $3M | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC added | 107,971 | $3M | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 106,440 | $3M | 0.2% | 2026-Q2 |
| Concentrum Wealth Management added | 104,471 | $3M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 103,043 | $3M | 0.2% | 2026-Q2 |
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.