Rockefeller Capital Management
GRNY

Rockefeller Capital Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Rockefeller Capital Management’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 		$8.05M Buy
291,303
+9,784
+3% +$260K 0.01% 798
2026
Q1 		$6.72M Buy
281,519
+118,675
+73% +$2.96M 0.01% 816
2025
Q4 		$4.03M Buy
162,844
+106,690
+190% +$2.68M 0.01% 956
2025
Q3 		$1.4M Buy
+56,154
New +$1.33M ﹤0.01% 1287

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Rockefeller Capital Management's GRNY Position: Q2 2026 in Review

Rockefeller Capital Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 3.5% in Q2 2026, buying an estimated $260K and bringing the position to 291,303 shares worth $8.05M. The position accounts for 0.01% of the portfolio, ranked #798.

Rockefeller Capital Management first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Rockefeller Capital Management held 291,303 shares of FundStrat Granny Shots US Large Cap ETF worth $8.05M as of Q2 2026.
  • Rockefeller Capital Management bought 9,784 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $260K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #798 holding.
  • Rockefeller Capital Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.