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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

291 managers (294 13F filers) reported a position in GRID shares at 2024-12-31, 10,157,005 shares in all. 40 filers opened a position and 20 filers sold out during the quarter.

Managers
291
13F filers
294
New
40
Added
154
Reduced
53
Sold out
20
Shares held by filers
10,157,005

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Conservest Capital Advisors, Inc.2,120$253K0.03%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,115$252K0.19%013F-HRTimeline
Global Retirement Partners, LLC2,115$252K0.01%-28413F-HRTimeline
Northwest Financial Advisors2,055$245K0.2%new13F-HRTimeline
Western Wealth Management, LLC2,039$243K0.02%+3513F-HR/ATimeline
Kovack Advisors, Inc.2,033$243K0.02%013F-HRTimeline
IFP Advisors, Inc1,924$230K0.01%-6,62313F-HRTimeline
Great Diamond Partners, LLC1,920$229K0.06%+1813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,875$224K0.16%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,871$223K0.01%+7513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,860$222K<0.01%+6813F-HRTimeline
MGO ONE SEVEN LLC1,819$217K0.01%+22313F-HRTimeline
Cresset Asset Management, LLC1,802$215K<0.01%-713F-HRTimeline
BlackDiamond Wealth Management, LLC1,780$212K0.12%-8013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,769$211K0.08%+88913F-HRTimeline
Capital Investment Advisory Services, L…1,760$210K0.02%-2,89013F-HRTimeline
Cambridge Advisors Inc.1,749$209K0.05%+1513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,731$207K0.01%new13F-HR/ATimeline
Beaumont Financial Advisors, LLC1,678$200K0.02%-1813F-HRTimeline
Parallel Advisors, LLC1,435$171K<0.01%+7313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,270$161K0.01%+1,27013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,174$140K<0.01%+12513F-HRTimelineGroup
REAP Financial Group, LLC1,172$140K0.03%-313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,165$139K<0.01%+35013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,106$132K<0.01%-9713F-HRTimelineGroup
Blue Trust, Inc.1,104$132K<0.01%+21313F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,048$125K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,016$121K<0.01%-2,84613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/983$117K<0.01%+87513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC975$116K0.01%+82313F-HRTimeline
Medallion Wealth Advisors, LLC950$111K0.05%13F-HRTimeline
Farther Finance Advisors, LLC886$106K<0.01%+88413F-HRTimeline
Allworth Financial LP793$101K<0.01%+59313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO755$90.2K<0.01%-1,71013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.733$87.5K0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS692$82.6K<0.01%013F-HRTimelineGroup
EASTERN BANK666$79.5K<0.01%013F-HRTimeline
Park Square Financial Group, LLC657$78.4K0.05%13F-HRTimeline
Hexagon Capital Partners LLC636$75.9K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…620$74K<0.01%+52513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.527$63.7K<0.01%+43313F-HRTimelineGroup
Balefire, LLC531$63.3K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA525$62.7K0.01%+50013F-HRTimeline
Federation des caisses Desjardins du Qu…516$61.6K<0.01%+5513F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…483$58K<0.01%+113F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC469$56K<0.01%+39113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management448$53.4K<0.01%+4013F-HRTimelineGroup
Geneos Wealth Management Inc.438$52.3K<0.01%+23813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…347$41.4K<0.01%+18413F-HRTimelineGroup
Front Row Advisors LLC344$41.1K0.01%013F-HRTimeline
Golden State Wealth Management, LLC337$40.2K0.01%13F-HRTimeline
Lindbrook Capital, LLC325$38.8K<0.01%013F-HRTimeline
Operose Advisors LLC294$35.1K0.01%013F-HRTimeline
Mascoma Wealth Management LLC288$34.4K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC250$29.8K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\236$28.2K<0.01%+8613F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC207$26.3K0.02%13F-HRTimeline
AMERIFLEX GROUP, INC.212$25.6K0.01%13F-HRTimeline
TRUST CO OF VERMONT200$23.9K<0.01%new13F-HRTimeline
Hilltop National Bank192$22.9K0.01%+6413F-HRTimeline
Roxbury Financial LLC160$20.2K0.02%13F-HRTimeline
Dogwood Wealth Management LLC168$20K0.01%+213F-HRTimeline
Larson Financial Group LLC143$17.1K<0.01%+2013F-HRTimeline
SIMPLEX TRADING, LLC150$17K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd120$14.3K<0.01%013F-HRTimelineGroup
Castleview Partners, LLC117$13.9K0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC108$12.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…103$12.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…100$11.9K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC100$11.9K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC90$10.7K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC84$10K<0.01%013F-HRTimeline
Crews Bank & Trust80$9.55K<0.01%13F-HRTimeline
Householder Group Estate & Retirement S…71$8K0.01%-16813F-HRTimeline
Peoples Bank/KS65$7.76K0.01%013F-HRTimeline
Archer Investment Corp65$7.74K<0.01%-413F-HRTimeline
Asset Dedication, LLC63$7.52K<0.01%013F-HRTimeline
Signature Resources Capital Management,…63$7.47K0.01%+113F-HRTimeline
FSA Wealth Management LLC200$6.79K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP49$5.85K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…42$5.01K<0.01%013F-HRTimelineGroup
TSFG, LLC44$5K<0.01%013F-HRTimeline
PFS Partners, LLC39$4.7K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC29$3.46K<0.01%-613F-HRTimeline
MAI Capital Management23$2.75K<0.01%new13F-HRTimeline
MCF Advisors LLC20$2.39K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8$955<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC8$955<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$4260.04%-3,83613F-HRTimeline
SBI Securities Co., Ltd.2$239<0.01%13F-HRTimeline
IMG Wealth Management, Inc.1$119<0.01%13F-HRTimeline