Who owns GRNY (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-Q1 13F filings. 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
87 tracked funds added or opened GRNY while 58 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
GRNY’s largest tracked holder by dollar value, Howard Capital Management Inc., sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 1.9pp 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 2025-Q4 and 2026-Q1, across 316 tracked filers holding GRNY, 206 increased or opened the position and 108 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 2025-Q4 and 2026-Q1 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 26
- Howard Capital Management Inc.$163M
- DIVERSIFY WEALTH MANAGEMENT, LLC$28M
- Integrated Wealth Concepts LLC$16M
- Balance Wealth, LLC$12M
- RETIREMENT FINANCIAL SOLUTIONS, LLC$11M
- Western Wealth Management, LLC$8M
Full exits 16
- Diversify Advisory Services, LLC$33M
- Pasadena Private Wealth, LLC$25M
- Janney Montgomery Scott LLC$20M
- NewEdge Advisors, LLC$17M
- SCOTIA CAPITAL INC.$6M
- Brick & Kyle, Associates$6M
Largest adds
- RAYMOND JAMES FINANCIAL INC$44M
- ENVESTNET ASSET MANAGEMENT INC$25M
- MORGAN STANLEY$17M
- TD Waterhouse Canada Inc.$12M
- UBS Group AG$11M
- LPL Financial LLC$10M
Largest trims
- Thrivent Financial for Lutherans$115M
- TTP Investments, Inc.$28M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- MILESTONE ASSET MANAGEMENT, LLC$5M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- HighTower Advisors, LLC$3M
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 |
|---|---|---|---|---|
| Howard Capital Management Inc. new | 6,826,600 | $163M | 9.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,879,940 | $140M | 8.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 5,252,014 | $125M | 7.6% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd | 2,300,000 | $55M | 3.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,958,581 | $47M | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 1,596,784 | $38M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,443,861 | $34M | 2.1% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 1,413,116 | $34M | 2.0% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 1,333,405 | $32M | 1.9% | 2026-Q1 |
| Venture Visionary Partners LLC added | 1,316,615 | $31M | 1.9% | 2026-Q1 |
| Stenger Family Office, LLC added | 1,297,023 | $31M | 1.9% | 2026-Q1 |
| Socha Financial Group, LLC added | 1,201,093 | $29M | 1.7% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 1,063,048 | $28M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,124,735 | $27M | 1.6% | 2026-Q1 |
| CWM, LLC added | 1,084,923 | $26M | 1.6% | 2026-Q1 |
| Reliant Wealth Planning added | 1,023,165 | $24M | 1.5% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD | 913,800 | $22M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 825,301 | $20M | 1.2% | 2026-Q1 |
| SMITH, MOORE & CO. added | 784,245 | $19M | 1.1% | 2026-Q1 |
| Pinnacle Wealth Management, LLC trimmed | 768,919 | $18M | 1.1% | 2026-Q1 |
| Arcus Capital Partners, LLC added | 742,739 | $18M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 730,842 | $17M | 1.1% | 2026-Q1 |
| SAGE PRIVATE WEALTH GROUP, LLC trimmed | 685,715 | $16M | 1.0% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 678,413 | $16M | 1.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 672,268 | $16M | 1.0% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 634,351 | $15M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 625,074 | $15M | 0.9% | 2026-Q1 |
| TTP Investments, Inc. trimmed | 621,112 | $15M | 0.9% | 2026-Q1 |
| UBS Group AG added | 609,508 | $15M | 0.9% | 2026-Q1 |
| bLong Financial, LLC trimmed | 589,897 | $14M | 0.8% | 2026-Q1 |
| NBZ Investment Advisors LLC added | 573,972 | $14M | 0.8% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. added | 558,961 | $13M | 0.8% | 2026-Q1 |
| VestGen Advisors, LLC added | 464,647 | $13M | 0.8% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 514,067 | $12M | 0.7% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 500,293 | $12M | 0.7% | 2026-Q1 |
| Balance Wealth, LLC new | 500,670 | $12M | 0.7% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 492,450 | $12M | 0.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 487,539 | $12M | 0.7% | 2026-Q1 |
| DKM Wealth Management, Inc. added | 479,752 | $11M | 0.7% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC new | 472,278 | $11M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 462,170 | $11M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 438,565 | $10M | 0.6% | 2026-Q1 |
| Longview Financial Advisors, Inc. added | 438,361 | $10M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 420,679 | $10M | 0.6% | 2026-Q1 |
| SOA Wealth Advisors, LLC. added | 401,735 | $10M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 346,944 | $8M | 0.5% | 2026-Q1 |
| Western Wealth Management, LLC new | 344,564 | $8M | 0.5% | 2026-Q1 |
| Willow Financial LLC added | 342,365 | $8M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 339,453 | $8M | 0.5% | 2026-Q1 |
| Valley Financial Group, Inc. added | 333,932 | $8M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 320,730 | $8M | 0.5% | 2026-Q1 |
| THEORY FINANCIAL LLC trimmed | 319,543 | $8M | 0.5% | 2026-Q1 |
| CoreCap Advisors, LLC added | 311,160 | $7M | 0.4% | 2026-Q1 |
| Teamwork Financial Advisors, LLC trimmed | 309,230 | $7M | 0.4% | 2026-Q1 |
| Berkshire Money Management, Inc. added | 304,485 | $7M | 0.4% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 300,430 | $7M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 291,705 | $7M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. new | 285,543 | $7M | 0.4% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 283,391 | $7M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 281,519 | $7M | 0.4% | 2026-Q1 |
| Emissary Wealth LLC added | 277,553 | $7M | 0.4% | 2026-Q1 |
| Private Wealth Asset Management, LLC added | 276,819 | $7M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 273,341 | $7M | 0.4% | 2026-Q1 |
| Portus Wealth Advisors, LLC added | 260,979 | $6M | 0.4% | 2026-Q1 |
| Weaver Consulting Group added | 257,643 | $6M | 0.4% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 257,604 | $6M | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 244,821 | $6M | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 244,113 | $6M | 0.4% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 234,127 | $6M | 0.3% | 2026-Q1 |
| WJ Wealth Management, LLC added | 233,231 | $6M | 0.3% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 220,925 | $5M | 0.3% | 2026-Q1 |
| Lionsbridge Wealth Management LLC trimmed | 215,236 | $5M | 0.3% | 2026-Q1 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC added | 208,368 | $5M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 207,420 | $5M | 0.3% | 2026-Q1 |
| Vivid Wealth Management, LLC added | 205,405 | $5M | 0.3% | 2026-Q1 |
| Redwood Wealth Management Group, LLC trimmed | 197,883 | $5M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 192,552 | $5M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 186,681 | $4M | 0.3% | 2026-Q1 |
| PlanVest Financial, Inc new | 185,736 | $4M | 0.3% | 2026-Q1 |
| BXM Wealth LLC trimmed | 185,134 | $4M | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors added | 180,735 | $4M | 0.3% | 2026-Q1 |
| Benchmark Financial Wealth Advisors, LLC added | 179,977 | $4M | 0.3% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 178,871 | $4M | 0.3% | 2026-Q1 |
| Longitude (Cayman) Ltd. added | 174,000 | $4M | 0.3% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 173,227 | $4M | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC added | 171,627 | $4M | 0.2% | 2026-Q1 |
| SteelPeak Wealth, LLC added | 169,427 | $4M | 0.2% | 2026-Q1 |
| Sun Financial Inc added | 146,975 | $4M | 0.2% | 2026-Q1 |
| Financial Designs Corp added | 163,903 | $4M | 0.2% | 2026-Q1 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC trimmed | 162,118 | $4M | 0.2% | 2026-Q1 |
| Financial Enhancement Group LLC added | 143,755 | $4M | 0.2% | 2026-Q1 |
| Diversify Advisory Services, LLC added | 1,270,624 | $33M | 2.0% | 2025-Q4 stale |
| Pasadena Private Wealth, LLC new | 994,474 | $25M | 1.5% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 801,949 | $20M | 1.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 683,497 | $17M | 1.0% | 2025-Q4 stale |
| SCOTIA CAPITAL INC. trimmed | 223,841 | $6M | 0.3% | 2025-Q4 stale |
| Brick & Kyle, Associates added | 223,159 | $6M | 0.3% | 2025-Q4 stale |
| 1248 Management, LLC | 219,427 | $5M | 0.3% | 2025-Q4 stale |
| CMC Financial Group added | 181,586 | $4M | 0.3% | 2025-Q4 stale |
| 1858 WEALTH MANAGEMENT, LLC new | 154,864 | $4M | 0.2% | 2025-Q3 stale |
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.