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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

294 managers (298 13F filers) reported a position in GRID shares at 2025-03-31, 10,834,673 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
294
13F filers
298
New
40
Added
132
Reduced
74
Sold out
32
Shares held by filers
10,834,673

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cresset Asset Management, LLC2,181$247K<0.01%+37913F-HRTimeline
Factor Wealth Management LTD2,064$234K0.07%new13F-HRTimeline
Northwest Financial Advisors2,057$233K0.19%+213F-HRTimeline
Creative Planningin group Creative Planning2,041$231K<0.01%-8213F-HRTimelineGroup
Western Wealth Management, LLC2,040$231K0.02%+113F-HRTimeline
Kovack Advisors, Inc.2,034$230K0.02%+113F-HRTimeline
Cutter & CO Brokerage, Inc.2,026$229K0.05%new13F-HRTimeline
L.M. KOHN & COMPANY1,951$221K0.06%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,951$221K0.01%+8013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,909$216K0.04%new13F-HRTimelineGroup
Great Diamond Partners, LLC1,903$215K0.06%-1713F-HRTimeline
Financial Advocates Investment Manageme…1,889$214K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…1,851$209K0.02%+9113F-HRTimeline
Cambridge Advisors Inc.1,849$209K0.05%+10013F-HRTimeline
BLAIR WILLIAM & CO/IL1,818$206K<0.01%-4213F-HRTimeline
Foundations Investment Advisors, LLC1,789$202K<0.01%-47413F-HRTimeline
Merit Financial Group, LLC1,771$200K<0.01%-35913F-HRTimeline
IFP Advisors, Inc1,740$197K0.01%-18413F-HRTimeline
Financial Network Wealth Advisors LLC1,716$194K0.25%new13F-HRTimeline
Icon Wealth Advisors, LLC1,540$174K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,375$156K0.02%+40013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,372$155K<0.01%+1,02513F-HRTimelineGroup
EASTERN BANK1,294$146K<0.01%+62813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,174$133K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC1,172$133K0.03%013F-HRTimeline
Farther Finance Advisors, LLC1,159$132K<0.01%+27313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,106$132K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC1,087$128K0.06%new13F-HRTimeline
Blue Trust, Inc.1,104$125K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,048$119K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC950$108K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.895$101K0.01%new13F-HRTimeline
Allworth Financial LP767$89.3K<0.01%-2613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/783$88.6K<0.01%-20013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/746$84.3K<0.01%-41913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.733$82.9K0.01%013F-HRTimelineGroup
Parallel Advisors, LLC700$79.2K<0.01%-73513F-HRTimeline
Hexagon Capital Partners LLC636$72K0.01%013F-HRTimeline
PRIVATE TRUST CO NA500$56.6K0.01%-2513F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…483$55K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC467$52.8K0.01%+13013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management448$50.7K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.438$49.6K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…428$48.9K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…427$48.3K<0.01%-8913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC347$39.3K<0.01%-12213F-HRTimeline
WealthCollab, LLC303$34.3K0.02%new13F-HRTimeline
Operose Advisors LLC295$33.3K0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.297$33K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC288$32.6K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO267$30.3K<0.01%-48813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC250$28.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.212$24K0.01%013F-HRTimeline
Larson Financial Group LLC210$23.8K<0.01%+6713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC207$23.4K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC203$22.9K0.02%13F-HRTimeline
TRUST CO OF VERMONT200$22.6K<0.01%013F-HRTimeline
Lindbrook Capital, LLC195$22.1K<0.01%-13013F-HRTimeline
Dogwood Wealth Management LLC168$19K0.01%013F-HRTimeline
Roxbury Financial LLC160$18.8K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\150$17K<0.01%-8613F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd120$13.6K<0.01%013F-HRTimelineGroup
MOTCO114$12.9K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC108$12.2K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…103$11.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…100$11.3K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC100$11.3K<0.01%013F-HRTimeline
MAI Capital Management90$10.2K<0.01%+6713F-HRTimeline
Continuum Advisory, LLC90$10.2K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC90$10.2K0.01%013F-HRTimeline
Crews Bank & Trust80$9.05K<0.01%013F-HRTimeline
Peoples Bank/KS65$7.35K<0.01%013F-HRTimeline
Archer Investment Corp65$7.34K<0.01%013F-HRTimeline
Asset Dedication, LLC63$7.13K<0.01%013F-HRTimeline
Signature Resources Capital Management,…63$7.09K0.01%013F-HRTimeline
Your Advocates Ltd., LLP49$5.54K<0.01%013F-HRTimeline
Transce3nd, LLC48$5.43K<0.01%new13F-HRTimeline
TSFG, LLC44$5K<0.01%013F-HRTimeline
Front Row Advisors LLC44$4.98K<0.01%-30013F-HRTimeline
Qube Research & Technologies Ltd43$4.87K<0.01%-97313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…42$4.75K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC40$4.53K<0.01%new13F-HRTimeline
PFS Partners, LLC39$4.46K<0.01%013F-HRTimeline
Park Square Financial Group, LLC32$3.62K<0.01%-62513F-HRTimeline
SIGNATUREFD, LLC24$2.73K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC21$2.38K<0.01%-813F-HRTimeline
MCF Advisors LLC20$2.26K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22$2.24K<0.01%-50513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$1.81K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC8$906<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8$905<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2$226<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1$113<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,27013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.