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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

616 managers (627 13F filers) reported a position in GRID shares at 2026-06-30, 33,007,737 shares in all. 119 filers opened a position and 34 filers sold out during the quarter.

Managers
616
13F filers
627
New
119
Added
351
Reduced
91
Sold out
34
Shares held by filers
33,007,737

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,760,565$721M0.04%+515,33413F-HRTimelineGroup
LPL Financial LLC2,679,859$514M0.12%+541,12713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,429,772$466M0.03%+308,18813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,979,311$380M+369,730Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,750,214$336M0.06%+442,15813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,298,789$249M0.07%+336,37513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,164,931$225M0.05%+311,24513F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC809,658$155M0.85%+755,35813F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…752,000$144M0.65%new13F-HRTimelineGroup
Cetera Investment Advisers750,476$144M0.13%+182,41913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA560,280$107M0.02%+119,16213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding431,277$82.7M+46,790Timeline
FIL Ltdin group FIL Ltd419,130$80.4M0.06%+115,24813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.412,623$79.2M0.09%+166,45413F-HRTimelineGroup
Cambridge Investment Research Advisors,…393,151$75.4M0.17%+53,14713F-HR/ATimeline
HighTower Advisors, LLC389,588$74.7M0.07%+64,45813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…386,989$74.2M0.04%+168,88013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP339,050$65M0.05%+62,08013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP349,709$64.7M0.03%+145,80113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC316,289$60.6M0.08%-44,13113F-HRTimeline
MML INVESTORS SERVICES, LLC290,878$55.8M0.11%+101,60513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC270,550$51.9M3.71%-9,60213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding263,366$50.5M+80,442Timeline
Treasurer of the State of North Carolina259,526$49.8M0.13%new13F-HRTimeline
Atria Investments, Inc249,265$47.8M0.48%+51,43813F-HRTimeline
Perigon Wealth Management, LLC238,510$45.7M0.72%+9,67613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD234,602$45M0.3%+23,26213F-HRTimelineGroup
Arlington Financial Advisors, LLC206,718$39.6M5.03%-4,77313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC200,107$38.4M0.02%+101,08513F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …198,000$38M5%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC192,399$36.9M0.02%+29,81413F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding149,601$28.8M0Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO152,861$28.8M<0.01%+55,11013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS146,059$28M0.04%+6,03313F-HRTimeline
Aprio Wealth Management, LLC139,438$26.7M1.32%+7,36013F-HRTimeline
OLD MISSION CAPITAL LLC134,553$25.8M0.66%+86,93713F-HRTimeline
Janney Montgomery Scott LLC132,622$25.4M0.05%+20,55313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …131,570$25.2M0.33%+11,43713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC120,136$23M<0.01%new13F-HRTimelineGroup
Presidio Capital Management, LLC116,384$22.3M5.58%+17,44513F-HRTimeline
Private Advisor Group, LLC114,667$22M0.1%-3,52413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP109,563$21M0.03%+9,35413F-HRTimelineGroup
MACKENZIE FINANCIAL CORP101,900$19.5M0.02%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP100,495$19.3M0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.97,712$18.7M0.11%+24,23813F-HRTimelineGroup
Legacy Edge Advisors, LLC94,818$18.2M1.67%-97113F-HR/ATimeline
NewEdge Advisors, LLC94,748$18.2M0.05%+47,48513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC94,143$18.1M1.1%+92,10113F-HRTimeline
CacheTech Inc.93,509$17.9M2.9%-4,51513F-HRTimeline
Adams Wealth Management87,135$16.7M3.2%-5,50113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP87,050$16.7M0.01%-79,05813F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.86,788$16.6M0.52%-130,98713F-HRTimeline
McKinley Carter Wealth Services, Inc.85,108$16.3M0.84%+5,66213F-HRTimeline
Steward Partners Investment Advisory, L…84,636$16.2M0.08%+16,92213F-HRTimeline
Snowden Capital Advisors LLC83,910$16.1M0.38%+2,74513F-HRTimeline
360 Financial, Inc.80,992$15.5M3.94%new13F-HRTimeline
BFI Infinity Ltd.76,586$14.7M7.06%+3,32613F-HRTimeline
Prime Capital Investment Advisors, LLC75,474$14.5M0.14%+11,52513F-HRTimeline
First Heartland Consultants, Inc.72,417$13.9M0.9%+8813F-HRTimeline
Maniro Ltd71,067$13.6M3.06%+30,46413F-HRTimeline
Almanack Investment Partners, LLC.70,876$13.6M1.73%new13F-HRTimeline
Modern Wealth Management, LLC70,671$13.6M0.16%+10,20513F-HRTimeline
WESPAC Advisors SoCal, LLC70,308$13.5M2.42%+3,15913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.69,831$13.4M0.02%+5,07113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…68,169$13.1M0.02%+22,59013F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV68,051$13M4.38%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC67,171$12.9M0.02%+6,57413F-HRTimelineGroup
Hobart Private Capital, LLC65,232$12.5M2.15%new13F-HRTimeline
Black Swift Group, LLC65,022$12.5M1.8%+31013F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding64,266$12.3M-8,350Timeline
D.A. DAVIDSON & CO.63,610$12.2M0.07%+7,15513F-HRTimeline
Federation des caisses Desjardins du Qu…61,307$11.8M0.04%+3,10113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC60,455$11.6M0.06%new13F-HR/ATimeline
Fiduciary Alliance LLC59,089$11.3M0.77%+1,91813F-HRTimeline
Crumly & Associates Inc.58,095$11.1M2.13%+11,12013F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC55,589$10.7M5.96%+2,93713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding55,088$10.6M+1,284Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC54,576$10.5M0.07%+2,12613F-HRTimelineGroup
Ameliora Wealth Management Ltd.53,168$10.2M3.03%+8,64813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC52,020$9.97M0.07%+46,68613F-HRTimeline
Kingsview Wealth Management, LLC51,767$9.93M0.12%+6,76713F-HRTimeline
PECAUT & CO.49,362$9.47M2.88%-60013F-HRTimeline
PFG Investments, LLC49,150$9.42M0.37%+70813F-HRTimeline
HARBOUR INVESTMENTS, INC.47,918$9.19M0.12%+1,47913F-HRTimeline
Arax Advisory Partners47,723$9.15M0.06%+22,63713F-HRTimeline
Richard P Slaughter Associates Inc47,603$9.13M1.81%-75713F-HRTimeline
Hutchens & Kramer Investment Management…47,039$9.02M2.42%-37813F-HRTimeline
Prospera Financial Services Inc46,312$8.89M0.13%+28,24013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC45,979$8.82M1.16%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC44,708$8.57M0.35%+13,39813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,692$8.57M0.07%+5,23013F-HRTimelineGroup
Bogart Wealth, LLC44,008$8.44M0.29%+62413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …43,174$8.28M0.09%+1,77413F-HRTimelineGroup
Rathbones Group PLC42,600$8.17M0.03%+7,99713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,308$8.11M<0.01%-71113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…41,257$7.91M0.88%+20,60813F-HRTimeline
MAI Capital Management41,162$7.89M0.03%+3,39313F-HRTimeline
WealthBridge Capital Management, LLC40,975$7.86M1.56%+2,70513F-HRTimeline
KPP Advisory Services LLC40,730$7.81M0.99%+5,92213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding40,369$7.74M+12,906Timeline
HMS Capital Management, LLC39,884$7.65M2.86%-58713F-HRTimeline
Clear Creek Financial Management, LLC39,489$7.57M0.49%+19,91213F-HRTimeline
Waycross Investment Management Co39,455$7.57M5.76%+4,82213F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.39,224$7.52M5.39%+9,89613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,923$7.46M0.01%+4,34413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding38,277$7.34M+14,352Timeline
HBW ADVISORY SERVICES LLC37,812$7.25M0.66%+6,41813F-HRTimeline
Csenge Advisory Group37,674$7.22M0.29%+23,98013F-HRTimeline
Waverly Advisors, LLC36,379$6.98M0.04%+2,11313F-HRTimeline
MANCHESTER FINANCIAL INC36,132$6.93M1.23%-2,83613F-HRTimeline
&PARTNERS35,499$6.84M0.03%+8,48313F-HRTimeline
Trivium Point Advisory, LLC35,350$6.78M0.61%+29,18113F-HRTimeline
Ferguson Shapiro LLC35,150$6.74M1.99%-1,92613F-HRTimeline
WPG Advisers, LLC34,005$6.52M3.83%+4,35713F-HRTimeline
PCG Wealth Advisors, LLC33,940$6.51M1.45%-2,31613F-HRTimeline
Private Wealth Advisors, LLC33,567$6.44M1.92%+19,90813F-HRTimeline
SageGuard Financial Group, LLC33,161$6.36M0.89%+16,47013F-HRTimeline
Gaddis Premier Wealth Advisors LLC32,422$6.22M3.79%+1,54113F-HRTimeline
ABLE Financial Group, LLC31,541$6.05M1.01%+2,21613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,347$6.01M0.11%+3,02113F-HRTimeline
WCG Wealth Advisors LLC31,171$5.98M0.14%-22,75013F-HRTimeline
Graney & King, LLC30,864$5.92M2.13%+2,28813F-HRTimeline
WEDBUSH SECURITIES INC30,846$5.92M0.15%+6,91313F-HRTimeline
Sanctuary Advisors, LLC30,669$5.88M0.03%+92613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,002$5.8M0.35%+5,52913F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV29,720$5.7M3.2%+2,50713F-HRTimeline
N.E.W. Advisory Services LLC29,643$5.68M0.38%+3,14113F-HRTimeline
Eagle Strategies LLC29,445$5.65M0.56%+92813F-HRTimeline
KICKSTAND VENTURES, LLC.29,197$5.6M1.02%-2,94013F-HRTimeline
Redhawk Wealth Advisors, Inc.28,762$5.52M0.54%+5,85613F-HRTimeline
Norris Financial Group, LLC28,249$5.42M2.16%+5,48613F-HRTimeline
Merit Financial Group, LLC27,953$5.36M0.03%+7,91313F-HR/ATimeline
Sigma Planning Corp27,664$5.3M0.13%+4,90613F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC27,410$5.26M1.77%+2,05913F-HRTimelineGroup
SBE LLC DBA CEDAR COVE WEALTH PARTNERS26,858$5.15M2.42%+16,07213F-HRTimeline
Owen LaRue, LLC26,584$5.1M1.78%+50513F-HRTimeline
Mesirow Financial Investment Management…25,991$4.99M0.08%+10,02213F-HRTimeline
Oxford Wealth Group, LLC25,848$4.96M2.22%+2,90713F-HRTimeline
Gladstone Institutional Advisory LLC25,801$4.95M0.16%+5,66913F-HRTimeline
AE Wealth Management LLC25,582$4.91M0.02%+8,67013F-HRTimeline
Mutual Advisors, LLC25,548$4.9M0.09%+2,77313F-HRTimeline
Integrated Wealth Concepts LLC25,520$4.89M0.02%+16,93013F-HRTimeline
Mariner, LLCin group Mariner, LLC25,303$4.85M0.01%-5,76613F-HRTimelineGroup
Dunhill Financial, LLC25,386$4.85M0.99%-10,25113F-HRTimeline
BIP Wealth, LLC24,847$4.76M0.14%+1,96313F-HRTimeline
Hamilton Wealth, LLC24,843$4.76M0.87%new13F-HRTimeline
MGO ONE SEVEN LLC24,816$4.76M0.08%+1,66213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …25,078$4.75M0.03%+3,21313F-HRTimelineGroup
Arch Global Advisors, LLC24,504$4.7M2.08%+94613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,340$4.67M0.04%+1,49013F-HRTimelineGroup
Hedeker Wealth, LLC23,874$4.58M0.87%+18213F-HRTimeline
Concorde Asset Management, LLC23,869$4.58M2.65%-96613F-HRTimeline
J.W. COLE ADVISORS, INC.23,827$4.57M0.08%+3,00513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.23,603$4.53M0.07%+2,91013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC23,521$4.51M0.17%+21,55013F-HRTimeline
Avior Wealth Management, LLC22,676$4.35M0.11%+9,61113F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd22,596$4.33M0.28%+513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.22,404$4.3M0.17%+5,71113F-HRTimelineGroup
Empowered Funds, LLC22,174$4.25M0.02%new13F-HRTimeline
RFG Advisory, LLC21,890$4.2M0.07%+6,33413F-HRTimeline
GTS SECURITIES LLC21,540$4.13M0.09%+9,81713F-HRTimeline
HighPoint Advisor Group LLC21,210$4.07M0.14%+3,29113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,716$3.97M0.05%-66713F-HRTimelineGroup
Golden State Wealth Management, LLC20,353$3.9M0.36%+5,83613F-HRTimeline
VVR Holdings LLC20,188$3.87M1.67%+5,55213F-HRTimeline
WILLIAM JOHN SEMPOLINSKI19,425$3.72M1.5%+2,78513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,328$3.71M<0.01%+18,19713F-HRTimelineGroup
WealthCare Investment Partners, LLC19,290$3.7M0.9%+5,00313F-HRTimeline
Cornerstone Wealth Management, LLC19,069$3.66M0.16%+94713F-HRTimeline
Sage Advisory Services, Ltd.Co.18,848$3.61M1.78%-28613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC18,262$3.5M0.09%+6,44013F-HRTimeline
Summit Financial, LLC17,993$3.45M0.04%+6,14913F-HRTimeline
BLAIR WILLIAM & CO/IL17,800$3.41M0.01%+10,42013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,553$3.37M0.1%+4,59213F-HRTimelineGroup
Triad Wealth Partners, LLC18,142$3.3M0.2%new13F-HRTimeline
Parallel Advisors, LLC17,181$3.29M0.05%+8,25913F-HRTimeline
Forefront Wealth Partners, LLC17,172$3.29M1.02%+3,79413F-HRTimeline
Arkadios Wealth Advisors16,947$3.25M0.05%+6,63213F-HRTimeline
Triumph Capital Management16,723$3.21M0.58%+3,03013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,717$3.21M-814Timeline
Journey Beyond Wealth, LLC16,651$3.19M2.49%-44813F-HRTimeline
CIBC WORLD MARKET INC.16,632$3.19M0.01%+7,42913F-HRTimeline
SMART Wealth LLC16,384$3.14M0.68%new13F-HRTimeline
Visionary Wealth Advisors16,000$3.07M0.12%+5,04913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …15,990$3.07M<0.01%-5,73513F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC15,641$3M0.73%+4,04413F-HRTimeline
Signal Advisors Wealth, LLC15,602$2.99M0.16%+6,99413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…15,537$2.98M0.05%+4,76613F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…15,537$2.98M0.1%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding15,237$2.92M+8,811Timeline
ARVEST INVESTMENTS, INC.14,830$2.84M0.34%-21513F-HRTimeline
ALLIANCEBERNSTEIN L.P.17,073$2.79M<0.01%new13F-HRTimeline
Sage Capital Management, LLC14,505$2.78M1.09%-15713F-HRTimeline
Integrity Investment Advisors, LLC14,441$2.77M1.21%+6,73713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC14,323$2.75M2.05%+14313F-HRTimeline
CORRADO ADVISORS, LLC14,220$2.73M1.25%-5713F-HRTimeline
Gateway Wealth Partners, LLC14,080$2.7M0.16%-8,48013F-HRTimeline
VestGen Advisors, LLC14,017$2.69M0.08%+76613F-HRTimeline
Moors & Cabot, Inc.14,006$2.69M0.1%+5,06713F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC13,786$2.64M0.26%+4,16213F-HRTimeline