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Fundstrat Granny Shots US Small & Mid-Cap ETF

68 hedge funds and large institutions have $200M invested in Fundstrat Granny Shots US Small & Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

141% more capital invested

Capital invested by funds: $82.8M → $200M (+$117M)

58% more funds holding

Funds holding: 4368 (+25)

10.83% more ownership

Funds ownership: 44.11%54.94% (+11%)

Holders
68
Holders Change
+25
Holders Change %
+58.14%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
31
Increased
30
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
26
BXM Wealth
Colorado
$1.29M +$462K +17,145 +50%
PS
27
Principal Securities
Iowa
$1.12M +$1.21M +44,944 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.1M +$1.19M +44,084 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.03M +$709K +26,299 +178%
VAM
30
Vienna Asset Management
California
$1.03M +$1.11M +41,020 New
LPL Financial
31
LPL Financial
California
$980K +$21K +780 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$859K +$540K +20,047 +140%
SCA
33
Snowden Capital Advisors
New York
$749K +$150K +5,564 +23%
IFG
34
Independent Financial Group
California
$678K +$731K +27,121 New
IAN
35
Integrated Advisors Network
Texas
$535K +$124K +4,600 +27%
NA
36
NewEdge Advisors
Louisiana
$512K +$551K +20,459 New
PA
37
Parallel Advisors
California
$498K +$536K +19,900 New
IFWM
38
Institute for Wealth Management
Colorado
$490K +$225K +8,360 +74%
IAS
39
Insigneo Advisory Services
Florida
$473K +$509K +18,900 New
QCM
40
Quantinno Capital Management
New York
$460K +$495K +18,379 New
VCM
41
Vivaldi Capital Management
Illinois
$417K +$450K +16,690 New
LA
42
LexAurum Advisors
Kansas
$404K +$435K +16,153 New
EGA
43
E&G Advisors
Texas
$350K +$149K +5,535 +65%
RAM
44
Riggs Asset Management
Pennsylvania
$335K -$4.5K -167 -1%
CIA
45
Concurrent Investment Advisors
Florida
$322K -$65.5K -2,430 -16%
Citadel Advisors
46
Citadel Advisors
Florida
$321K -$73.1K -2,715 -17%
Vontobel Holding
47
Vontobel Holding
Switzerland
$312K +$336K +12,466 New
Mariner
48
Mariner
Kansas
$302K +$325K +12,067 New
VVP
49
Venture Visionary Partners
Ohio
$296K +$319K +11,854 New
PFS
50
Prospera Financial Services
Texas
$294K +$317K +11,757 New