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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$22.9M +$21.6M +803,019 +720%
TFA
2
Teamwork Financial Advisors
Texas
$20M +$21.6M +800,456 New
P
3
&Partners
Tennessee
$17.6M +$11.7M +433,726 +164%
HighTower Advisors
4
HighTower Advisors
Illinois
$17.4M +$17.3M +642,114 +1,244%
RWP
5
Reliant Wealth Planning
Kentucky
$14.8M +$937K +34,779 +6%
KPWS
6
Kestra Private Wealth Services
Texas
$11.4M +$3.46M +128,320 +39%
PWM
7
Pinnacle Wealth Management
California
$10.7M +$8.4M +311,634 +272%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.7M +$5.25M +194,887 +101%
TA
9
TrueWealth Advisors
Alabama
$9.04M +$9.52M +353,362 +4,378%
FHC
10
First Heartland Consultants
Missouri
$7.17M +$6.97M +258,637 +925%
SF
11
Sun Financial
Utah
$5.73M +$259K +9,618 +6%
SMC
12
Smith, Moore & Co
Missouri
$4.86M +$326K +12,101 +7%
DWM
13
DKM Wealth Management
California
$4.59M +$2.67M +99,186 +118%
EH
14
Equitable Holdings
New York
$3.66M +$3.95M +146,510 New
VA
15
VestGen Advisors
Illinois
$3.47M +$1.22M +45,366 +67%
GPFA
16
Game Plan Financial Advisors
Ohio
$2.86M -$163K -6,050 -5%
WCG
17
Weaver Consulting Group
California
$2.31M +$277K +10,272 +13%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$2.16M +$2.32M +86,259 New
Stifel Financial
19
Stifel Financial
Missouri
$2.07M +$1.12M +41,624 +101%
LJCM
20
Lee Johnson Capital Management
Texas
$2.06M +$1.46M +54,040 +190%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.94M +$2.09M +77,729 New
EWL
22
Emissary Wealth LLC
New Jersey
$1.68M +$797K +29,575 +79%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.57M +$352K +13,048 +26%
ZI
24
ZEGA Investments
Florida
$1.43M +$1.54M +57,103 New
GWM
25
Greenwich Wealth Management
Connecticut
$1.39M +$1.5M +55,659 New