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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

310 managers (316 13F filers) reported a position in GRID shares at 2025-06-30, 11,154,965 shares in all. 44 filers opened a position and 28 filers sold out during the quarter.

Managers
310
13F filers
316
New
44
Added
136
Reduced
84
Sold out
28
Shares held by filers
11,154,965

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ignite Planners, LLC2,493$356K0.06%013F-HR/ATimeline
Perennial Investment Advisors, LLC2,529$352K0.03%+31013F-HRTimeline
Strategic Financial Concepts, LLC2,526$351K0.05%-2,59413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,505$348K0.25%013F-HRTimeline
Share Andrew L.2,490$346K0.24%013F-HRTimeline
Principle Wealth Partners LLC2,458$342K0.02%-9713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,243$312K<0.01%-11,45413F-HRTimelineGroup
Creative Planningin group Creative Planning2,128$296K<0.01%+8713F-HRTimelineGroup
Kovack Advisors, Inc.1,944$270K0.03%-9013F-HRTimeline
WORLD EQUITY GROUP, INC.1,941$270K0.07%new13F-HRTimeline
HRT FINANCIAL LP1,895$263K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC1,883$262K0.01%new13F-HRTimeline
Factor Wealth Management LTD1,859$258K0.07%-20513F-HRTimeline
Capital Investment Advisory Services, L…1,851$257K0.02%013F-HRTimeline
IFP Advisors, Inc1,836$255K0.01%+9613F-HRTimeline
Great Diamond Partners, LLC1,835$255K0.05%-6813F-HRTimeline
Merit Financial Group, LLC1,761$245K<0.01%-1013F-HRTimeline
Financial Advocates Investment Manageme…1,753$244K0.02%-13613F-HRTimeline
Cresset Asset Management, LLC1,725$240K<0.01%-45613F-HR/ATimeline
Northwest Financial Advisors1,721$239K0.33%-33613F-HRTimeline
Foundations Investment Advisors, LLC1,683$234K<0.01%-10613F-HRTimeline
Global Retirement Partners, LLC1,615$225K0.01%13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.1,600$222K0.06%new13F-HRTimeline
Intrua Financial, LLC1,600$222K0.03%new13F-HRTimeline
Stablepoint Partners, LLC1,591$221K0.04%new13F-HRTimeline
Private Advisory Group LLC1,584$220K0.02%new13F-HRTimeline
Icon Wealth Advisors, LLC1,582$220K0.02%+4213F-HRTimeline
Western Wealth Management, LLC1,574$219K0.01%-46613F-HRTimeline
Narus Financial Partners, LLC1,567$218K0.07%new13F-HRTimeline
One Day In July LLC1,561$217K0.02%new13F-HRTimeline
TFB Advisors LLC1,554$216K0.06%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,550$215K0.01%-78013F-HR/ATimeline
CASCADE INVESTMENT GROUP, INC.1,503$209K0.15%new13F-HRTimeline
Nautilus Advisors LLC1,500$209K0.15%new13F-HRTimeline
TrueWealth Advisors, LLC1,494$208K0.06%new13F-HRTimeline
Clarendon Private LLC1,489$207K0.2%new13F-HRTimeline
Atria Investments, Inc1,486$207K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.1,465$204K0.02%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,465$204K0.16%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,295$180K0.07%+34513F-HRTimeline
Parallel Advisors, LLC1,226$170K<0.01%+52613F-HRTimeline
TrinityBridge Ltd1,187$165K<0.01%new13F-HRTimeline
REAP Financial Group, LLC1,175$163K0.04%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,174$163K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,136$158K0.19%-58013F-HRTimeline
Blue Trust, Inc.1,104$153K<0.01%013F-HRTimeline
Rossby Financial, LCC1,087$151K0.06%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,048$146K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.865$120K0.01%-3013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/807$112K<0.01%+2413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC803$112K<0.01%-30313F-HRTimelineGroup
Golden State Wealth Management, LLC739$103K0.01%+27213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.733$102K0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/709$98.5K<0.01%-3713F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…700$97.3K<0.01%+27213F-HRTimelineGroup
EASTERN BANK666$92.6K<0.01%-62813F-HRTimeline
Allworth Financial LP550$76.5K<0.01%-21713F-HRTimeline
PRIVATE TRUST CO NA500$69.5K0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…486$68K0.01%+313F-HRTimelineGroup
Geneos Wealth Management Inc.438$60.9K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC380$55.1K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.397$55K0.02%+10013F-HRTimeline
DAGCO, INC.352$49K0.01%new13F-HRTimeline
WealthCollab, LLC303$42.1K0.02%013F-HRTimeline
Operose Advisors LLC296$41.2K0.01%+113F-HRTimeline
Mascoma Wealth Management LLC288$40K0.01%013F-HRTimeline
Crewe Advisors LLC275$38.2K0.01%+17513F-HRTimeline
Hilltop National Bank260$36.1K0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC250$34.8K<0.01%013F-HRTimeline
Larson Financial Group LLC212$29.4K<0.01%+213F-HRTimeline
AMERIFLEX GROUP, INC.212$29K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC204$28.3K0.02%+113F-HRTimeline
TRUST CO OF VERMONT200$27.8K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC171$23.8K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…152$21.2K<0.01%+4913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\150$20.9K<0.01%013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd120$16.7K<0.01%013F-HRTimelineGroup
MOTCO114$16.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC108$15K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…92$12.8K<0.01%-813F-HRTimelineGroup
MAI Capital Management90$12.5K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC90$12.5K0.01%013F-HRTimeline
Crews Bank & Trust80$11.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.77$10.7K<0.01%new13F-HRTimeline
Archer Investment Corp65$9.08K<0.01%013F-HRTimeline
Signature Resources Capital Management,…63$8.75K0.01%013F-HRTimeline
Roxbury Financial LLC55$7.65K0.01%-10513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50$6.95K<0.01%-39813F-HRTimelineGroup
Your Advocates Ltd., LLP49$6.81K<0.01%013F-HRTimeline
Front Row Advisors LLC44$6.12K<0.01%013F-HRTimeline
TSFG, LLC45$6K<0.01%+113F-HRTimeline
Scarborough Advisors, LLC41$5.73K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC40$5.56K<0.01%013F-HRTimeline
PFS Partners, LLC40$5.52K<0.01%+113F-HRTimeline
Park Square Financial Group, LLC32$4.45K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.30$4.17K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC24$3.36K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22$3.06K<0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC22$3.06K<0.01%+113F-HRTimeline
MCF Advisors LLC20$2.78K<0.01%013F-HRTimeline
JNBA Financial Advisors19$2.64K<0.01%new13F-HRTimeline
Accordant Advisory Group Inc15$2.09K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC15$2.09K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8$1.11K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd2$278<0.01%-4113F-HRTimeline
SBI Securities Co., Ltd.2$278<0.01%013F-HRTimeline
Dogwood Wealth Management LLC2$276<0.01%-16613F-HRTimeline
IMG Wealth Management, Inc.1$139<0.01%013F-HRTimeline
PrairieView Partners, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.