Skip to content
Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

Follow

NASDQ CLN EDGE (fund)

359 managers (365 13F filers) reported a position in GRID shares at 2025-09-30, 15,358,370 shares in all. 76 filers opened a position and 20 filers sold out during the quarter.

Managers
359
13F filers
365
New
76
Added
188
Reduced
54
Sold out
20
Shares held by filers
15,358,370

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Avior Wealth Management, LLC3,549$536K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,409$515K0.01%-14713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC3,383$511K<0.01%+9013F-HRTimelineGroup
Resurgent Financial Advisors LLC3,376$510K0.25%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,359$508K0.02%-27413F-HRTimeline
CALTON & ASSOCIATES, INC.3,286$496K0.07%new13F-HRTimeline
Ausdal Financial Partners, Inc.3,271$494K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC3,174$480K0.08%+213F-HRTimeline
Strategic Financial Concepts, LLC3,198$479K0.07%+67213F-HRTimeline
rebel Financial LLC0$479K0.21%-3,16413F-HRTimelineAmount filed as zero, left out of ratios.
Maridea Wealth Management LLC3,061$476K0.07%new13F-HRTimeline
BLAIR WILLIAM & CO/IL3,113$470K<0.01%+4413F-HRTimeline
LANARK FINANCIAL, INC.3,098$468K0.04%-42613F-HRTimeline
FMR LLCin group FMR LLC2,990$452K<0.01%+32713F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC2,946$445K0.15%-1113F-HRTimeline
Summit Financial, LLC2,911$440K0.01%new13F-HRTimeline
REAP Financial Group, LLC2,908$439K0.1%+1,73313F-HRTimeline
PKS Advisory Services, LLC2,803$423K0.09%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,777$420K<0.01%-20013F-HRTimelineGroup
Kraft, Davis & Associates, LLC2,683$412K0.1%+7913F-HRTimeline
Quad-Cities Investment Group, LLC2,702$408K0.17%new13F-HRTimeline
Tradition Wealth Management, LLC2,661$402K0.03%new13F-HRTimeline
Global Retirement Partners, LLC2,617$395K0.01%+1,00213F-HRTimeline
Clearwater Capital Advisors, LLC2,570$388K0.03%+213F-HRTimeline
Perennial Investment Advisors, LLC2,550$385K0.03%+2113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,505$378K0.26%013F-HRTimeline
Western Wealth Management, LLC2,505$378K0.02%+93113F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,493$377K0.02%new13F-HRTimeline
Ignite Planners, LLC2,493$377K0.06%013F-HRTimeline
Share Andrew L.2,490$376K0.26%013F-HRTimeline
Principle Wealth Partners LLC2,458$371K0.02%013F-HRTimeline
Narus Financial Partners, LLC2,442$369K0.1%+87513F-HR/ATimeline
Integrity Investment Advisors, LLC2,433$368K0.24%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,327$352K<0.01%+8413F-HRTimelineGroup
Insight Advisors, LLC/ PA2,304$348K0.05%new13F-HRTimeline
SMITH, MOORE & CO.2,298$347K0.03%+83313F-HRTimeline
Whalen Wealth Management Inc.2,278$344K0.2%new13F-HRTimeline
Global View Capital Management LLC2,220$335K0.07%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,195$332K-2,380Timeline
Creative Planningin group Creative Planning2,190$331K<0.01%+6213F-HRTimelineGroup
CIBC WORLD MARKET INC.2,188$331K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC2,173$328K0.06%+2,13213F-HRTimeline
Riggs Asset Managment Co. Inc.2,169$328K0.07%new13F-HRTimeline
Pekin Hardy Strauss, Inc.2,114$319K0.03%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,088$316K0.08%-47913F-HRTimeline
SFG Wealth Management, LLC.2,081$314K0.14%new13F-HRTimeline
Greenwich Wealth Management LLC2,081$314K0.02%new13F-HRTimeline
Visionary Wealth Advisors2,076$314K0.01%new13F-HRTimeline
Concentrum Wealth Management2,031$307K0.09%new13F-HRTimeline
Cresset Asset Management, LLC2,028$306K<0.01%+30313F-HR/ATimeline
Perigon Wealth Management, LLC2,015$304K0.01%new13F-HRTimeline
Kovack Advisors, Inc.1,992$301K0.03%+4813F-HRTimeline
TPG Financial Advisors, LLC1,910$289K0.11%-47,00013F-HRTimeline
Factor Wealth Management LTD1,896$286K0.07%+3713F-HRTimeline
Symphony Financial Services, Inc.1,865$282K0.15%new13F-HRTimeline
Great Diamond Partners, LLC1,853$280K0.05%+1813F-HRTimeline
MJP ASSOCIATES INC /ADV1,845$279K0.04%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,845$279K0.02%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,770$267K0.01%+22013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…1,764$267K0.12%new13F-HRTimeline
Northwest Financial Advisors1,724$260K0.33%+313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,719$260K0.01%new13F-HRTimelineGroup
Atria Investments, Inc1,702$257K<0.01%+21613F-HRTimeline
EWG Elevate Inc.1,690$255K0.08%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,678$254K<0.01%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,650$251K<0.01%new13F-HRTimelineGroup
One Day In July LLC1,646$249K0.02%+8513F-HRTimeline
TFB Advisors LLC1,628$248K0.07%+7413F-HRTimeline
Stablepoint Partners, LLC1,591$240K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,589$240K<0.01%+41513F-HRTimelineGroup
Icon Wealth Advisors, LLC1,583$239K0.02%+113F-HRTimeline
TrinityBridge Ltd1,555$235K0.01%+36813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,532$231K0.15%+2913F-HRTimeline
Clarendon Private LLC1,529$231K0.21%+4013F-HRTimeline
Nautilus Advisors LLC1,500$227K0.15%013F-HRTimeline
Private Advisory Group LLC1,483$224K0.02%-10113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,476$223K0.04%new13F-HRTimelineGroup
Continuum Advisory, LLC1,473$223K0.02%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,465$221K0.15%013F-HRTimeline
LexAurum Advisors, LLC1,449$219K0.03%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,431$216K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,415$214K<0.01%new13F-HRTimelineGroup
Charter Oak Capital Management, LLC1,410$213K0.02%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC1,400$212K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC1,392$210K<0.01%new13F-HRTimeline
Concorde Asset Management, LLC1,343$205K0.09%13F-HRTimeline
Portland Financial Advisors Inc1,356$205K0.44%new13F-HRTimeline
Sequent Planning LLC1,335$202K0.06%new13F-HRTimeline
Koshinski Asset Management, Inc.1,328$201K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,295$196K0.07%013F-HRTimeline
Golden State Wealth Management, LLC1,235$187K0.02%+49613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,166$176K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,131$171K<0.01%+32413F-HRTimelineGroup
Blue Trust, Inc.1,104$167K<0.01%013F-HRTimeline
Rossby Financial, LCC1,087$165K0.05%013F-HRTimeline
Westfuller Advisors, LLC1,081$163K0.07%new13F-HRTimeline
Financial Network Wealth Advisors LLC1,060$160K0.18%-7613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,052$159K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,048$158K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA898$136K0.01%+39813F-HRTimeline
HAZLETT, BURT & WATSON, INC.832$126K0.04%+43513F-HRTimeline
CENTAURUS FINANCIAL, INC.812$123K0.01%-5313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/734$111K<0.01%+2513F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.151$111K0.01%-58213F-HRTimelineGroup
EASTERN BANK666$101K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…487$74K0.01%+113F-HRTimelineGroup
TD Waterhouse Canada Inc.465$70.7K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.438$66.2K<0.01%013F-HRTimeline
Allworth Financial LP425$64.3K<0.01%-12513F-HRTimeline
AMERIFLEX GROUP, INC.424$64.1K0.02%+21213F-HRTimeline
Main Street Group, LTD395$59.7K0.02%new13F-HRTimeline
DAGCO, INC.374$56.5K0.01%+2213F-HRTimeline
Creekmur Asset Management LLC371$56.1K0.01%new13F-HRTimeline
Operose Advisors LLC307$46.4K0.01%+1113F-HRTimeline
WealthCollab, LLC303$45.8K0.02%013F-HRTimeline
Coastline Trust Co263$39.7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hilltop National Bank260$39.3K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC250$37.8K<0.01%013F-HRTimeline
JNBA Financial Advisors246$37.2K<0.01%+22713F-HRTimeline
TRUST CO OF VERMONT245$37K<0.01%+4513F-HRTimeline
Larson Financial Group LLC212$32K<0.01%013F-HRTimeline
Clearstead Advisors, LLC207$31.3K<0.01%+9913F-HRTimeline
Nalls Sherbakoff Group, LLC204$30.8K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.170$25.7K<0.01%+14813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\150$22.7K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management120$18.1K<0.01%+7013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd120$18.1K<0.01%013F-HRTimelineGroup
MOTCO114$17.2K<0.01%013F-HRTimeline
Crewe Advisors LLC100$15.1K<0.01%-17513F-HRTimeline
Mascoma Wealth Management LLC99$15K<0.01%-18913F-HRTimeline
Root Financial Partners, LLC99$15K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…92$13.9K<0.01%013F-HRTimelineGroup
MAI Capital Management90$13.6K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC90$13.6K0.01%013F-HRTimeline
Crews Bank & Trust80$12.1K<0.01%013F-HRTimeline
CX Institutional81$12K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.77$11.6K<0.01%013F-HRTimeline
Archer Investment Corp65$9.88K<0.01%013F-HRTimeline
Signature Resources Capital Management,…63$9.52K0.01%013F-HRTimeline
Roxbury Financial LLC55$8.31K0.01%013F-HRTimeline
Your Advocates Ltd., LLP49$7.4K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC48$7K<0.01%new13F-HRTimeline
Front Row Advisors LLC44$6.65K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC40$6.04K<0.01%013F-HRTimeline
PFS Partners, LLC40$6.01K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp30$4.71K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.30$4.53K<0.01%013F-HRTimeline
Guerra Advisors Inc30$4.53K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28$4K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC25$3.79K<0.01%+113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC25$3.78K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC20$3.02K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC11$1.66K<0.01%-1113F-HRTimeline
Compass Financial Services Inc10$1.51K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.9$1.36K<0.01%+713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8$1.21K<0.01%013F-HRTimeline
LRI Investments, LLC8$1.21K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC2$302<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1$151<0.01%013F-HRTimeline