LPL Financial’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

LPL Financial’s Portfolio GRNY Stock Details GRNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62M	Buy	2,241,312 +644,528	+40%	+$17.1M	0.01%	900
2026 Q1	$38.1M	Buy	1,596,784 +479,407	+43%	+$11.9M	0.01%	1060
2025 Q4	$27.7M	Buy	1,117,377 +995,639	+818%	+$25M	0.01%	1189
2025 Q3	$3.04M	Buy	121,738 +42,411	+53%	+$1M	﹤0.01%	2932
2025 Q2	$1.8M	Buy	+79,327	New	+$1.58M	﹤0.01%	3222

Other funds holding GRNY

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

LPL Financial's GRNY Position: Q2 2026 in Review

LPL Financial increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 40% in Q2 2026, buying an estimated $17.1M and bringing the position to 2,241,312 shares worth $62M. The position accounts for 0.01% of the portfolio, ranked #900.

LPL Financial first reported a position in GRNY in Q2 2025 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

LPL Financial held 2,241,312 shares of FundStrat Granny Shots US Large Cap ETF worth $62M as of Q2 2026.
LPL Financial bought 644,528 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $17.1M.
FundStrat Granny Shots US Large Cap ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #900 holding.
LPL Financial first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.