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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

455 managers (465 13F filers) reported a position in GRID shares at 2025-12-31, 21,193,316 shares in all. 100 filers opened a position and 15 filers sold out during the quarter.

Managers
455
13F filers
465
New
100
Added
242
Reduced
56
Sold out
15
Shares held by filers
21,193,316

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
United Advisor Group, LLC6,289$962K0.12%+15413F-HRTimeline
IFP Advisors, Inc6,226$953K0.02%+18513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,050$952K<0.01%+1,00913F-HRTimeline
N.E.W. Advisory Services LLC6,186$947K0.07%+1,64413F-HRTimeline
Gotham Asset Management, LLC6,054$926K<0.01%new13F-HRTimeline
WPG Advisers, LLC5,814$890K0.66%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,593$856K+3,398Timeline
Tradition Wealth Management, LLC5,558$851K0.06%+2,89713F-HRTimeline
GeoWealth Management, LLC5,550$849K0.03%new13F-HRTimeline
Keystone Financial Group5,468$837K0.06%new13F-HRTimeline
Western Wealth Management, LLC5,415$829K0.04%+2,91013F-HRTimeline
Maridea Wealth Management LLC5,406$827K0.12%+2,34513F-HRTimeline
Apeiron RIA LLC4,972$826K0.17%-75513F-HRTimeline
PKS Advisory Services, LLC5,395$826K0.19%+2,59213F-HRTimeline
REAP Financial Group, LLC5,372$822K0.17%+2,46413F-HRTimeline
CALTON & ASSOCIATES, INC.5,126$784K0.12%+1,84013F-HRTimeline
Belvedere Trading LLC5,123$784K0.15%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,116$783K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,039$771K0.04%+11013F-HRTimeline
Ausdal Financial Partners, Inc.5,019$768K0.04%+1,74813F-HRTimeline
EQUITABLE TRUST CO4,939$756K0.03%013F-HRTimeline
Moors & Cabot, Inc.4,926$754K0.03%+99413F-HRTimeline
Intellectus Partners, LLC4,886$748K0.14%+93913F-HRTimeline
Intrua Financial, LLC4,835$740K0.08%+89013F-HRTimeline
Golden State Wealth Management, LLC4,714$721K0.08%+3,47913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,694$718K<0.01%+1,31113F-HRTimelineGroup
SGL Investment Advisors, Inc.4,327$717K0.29%+13513F-HRTimeline
Symphony Financial Services, Inc.4,665$714K0.37%+2,80013F-HRTimeline
Outlook Wealth Advisors, LLC4,574$700K0.16%-8913F-HRTimeline
Cadent Capital Advisors, LLC4,514$691K0.18%+85213F-HRTimeline
Advisory Services Network, LLC4,494$688K0.01%+74413F-HRTimeline
CoreCap Advisors, LLC4,458$682K0.02%-1,31613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,456$682K0.23%+26913F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.4,442$680K0.02%+1,94913F-HRTimeline
Mason & Associates Inc4,428$678K0.13%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,376$670K0.02%+10413F-HRTimeline
FSA WEALTH PARTNERS, INC.4,367$668K0.24%-6813F-HRTimeline
DAVENPORT & Co LLC4,356$667K<0.01%+58813F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,328$662K0.24%+9013F-HRTimeline
Concentrum Wealth Management4,282$655K0.18%+2,25113F-HRTimeline
Sowell Financial Services LLC4,265$653K0.02%+8113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,182$640K<0.01%013F-HRTimelineGroup
GK Wealth Management LLC4,181$640K0.47%+16713F-HRTimeline
Kovack Advisors, Inc.4,141$634K0.03%+2,14913F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,138$633K0.04%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,121$631K0.09%013F-HRTimeline
Wealth Watch Advisors, INC4,108$629K0.23%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,100$627K0.08%+40713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,099$627K0.23%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,091$626K0.02%+68213F-HRTimelineGroup
Signature Equity Partners, LLC4,058$621K0.34%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,058$621K<0.01%-6,81513F-HRTimelineGroup
Proactive Wealth Strategies LLC4,011$614K0.24%-4313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,934$602K<0.01%+9613F-HRTimelineGroup
Capital Investment Advisory Services, L…3,881$594K0.04%+27513F-HRTimeline
Quad-Cities Investment Group, LLC3,871$592K0.24%+1,16913F-HRTimeline
Financial Partners Group, Inc3,579$590K0.07%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV3,850$589K0.27%new13F-HRTimeline
Foundations Investment Advisors, LLC3,849$589K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.3,835$587K0.2%+3,80513F-HRTimeline
Strategic Financial Concepts, LLC3,809$583K0.53%+61113F-HRTimeline
Ignite Planners, LLC3,533$582K0.09%+1,04013F-HRTimeline
Resurgent Financial Advisors LLC3,776$578K0.29%+40013F-HRTimeline
Per Stirling Capital Management, LLC.3,735$572K0.06%013F-HRTimeline
IFG Advisory, LLC3,725$570K0.02%-8613F-HRTimeline
SMITH, MOORE & CO.3,705$567K0.04%+1,40713F-HRTimeline
Nilsine Partners, LLC3,668$561K0.05%-42513F-HRTimeline
Foguth Wealth Management, LLC.3,596$560K0.09%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,644$558K0.01%+2,22913F-HRTimelineGroup
Koshinski Asset Management, Inc.3,592$550K0.04%+2,26413F-HRTimeline
Rothschild Wealth LLC3,586$549K0.05%-1,24213F-HR/ATimeline
FMR LLCin group FMR LLC3,541$544K<0.01%+55113F-HRTimelineGroup
APS Management Group, Inc.3,496$535K0.46%-59313F-HRTimeline
Richmond Investment Services, LLC3,423$524K0.09%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,409$522K0.13%+1,32113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,392$519K0.07%new13F-HRTimeline
SCOTIA CAPITAL INC.3,279$502K<0.01%-27813F-HRTimeline
rebel Financial LLC3,251$497K0.21%+3,25113F-HRTimeline
Princeton Global Asset Management LLC3,176$486K0.08%+213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,161$484K0.15%+21513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,094$473K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.3,070$470K0.04%-2813F-HRTimeline
Total Clarity Wealth Management, Inc.3,024$463K0.11%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,999$459K0.01%+1,32113F-HRTimelineGroup
SteelPeak Wealth, LLC2,979$456K0.01%-2,00113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,977$456K<0.01%+20013F-HRTimelineGroup
Creative Planningin group Creative Planning2,930$448K<0.01%+74013F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,875$440K0.29%+37013F-HRTimeline
WealthPlan Investment Management, LLC2,819$431K0.03%new13F-HRTimeline
CIBC WORLD MARKET INC.2,812$430K<0.01%+62413F-HRTimeline
Factor Wealth Management LTD2,806$429K0.09%+91013F-HRTimeline
Kraft, Davis & Associates, LLC2,725$427K0.1%+4213F-HRTimeline
Rehmann Capital Advisory Group2,782$426K0.02%new13F-HRTimeline
Perennial Investment Advisors, LLC2,726$417K0.03%+17613F-HRTimeline
Blue Chip Partners, LLC2,686$411K0.03%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,670$409K0.03%+10013F-HRTimeline
Global Retirement Partners, LLC2,627$402K0.01%+1013F-HRTimeline
Concorde Asset Management, LLC2,568$393K0.16%+1,22513F-HRTimeline
Narus Financial Partners, LLC2,553$391K0.11%+11113F-HRTimeline
Cresset Asset Management, LLC2,532$387K<0.01%+50413F-HRTimeline
Share Andrew L.2,490$381K0.19%013F-HRTimeline
Principle Wealth Partners LLC2,458$376K0.02%013F-HRTimeline
Greenwich Wealth Management LLC2,411$369K0.02%+33013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,392$366K0.04%new13F-HRTimeline
SACKS & ASSOCIATES, LLC2,357$361K0.26%13F-HRTimeline
Global View Capital Management LLC2,307$353K0.07%+8713F-HRTimeline
OneDigital Investment Advisors LLC2,282$349K<0.01%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,249$344K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC2,218$339K0.02%new13F-HRTimeline
Insight Advisors, LLC/ PA2,207$338K0.05%-9713F-HRTimeline
Riggs Asset Managment Co. Inc.2,169$332K0.07%013F-HRTimeline
TrueWealth Advisors, LLC2,159$330K0.09%new13F-HRTimeline
PRIVATE TRUST CO NA2,139$327K0.03%+1,24113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,093$320K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,090$320K<0.01%+69813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,071$317K0.1%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,029$310K0.59%13F-HRTimeline
CARLSON FINANCIAL, INC.2,023$310K0.18%13F-HRTimeline
Dynamic Advisor Solutions LLC2,022$309K0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,019$308K0.08%new13F-HRTimeline
TPG Financial Advisors, LLC1,983$303K0.1%+7313F-HRTimeline
Focus Financial Network, Inc.1,931$296K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.1,923$294K0.08%-13,98913F-HRTimeline
TrinityBridge Ltd1,905$291K0.01%+35013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.1,890$289K0.04%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,864$285K0.01%+14513F-HRTimelineGroup
Astoria Portfolio Advisors LLC.1,586$276K0.06%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,779$272K0.08%new13F-HRTimeline
Strategic Blueprint, LLC1,770$271K0.02%-19,59613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,769$271K<0.01%+18013F-HRTimelineGroup
MJP ASSOCIATES INC /ADV1,746$267K0.03%-9913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,746$267K0.02%-9913F-HRTimelineGroup
One Day In July LLC1,736$266K0.02%+9013F-HRTimeline
Continuum Advisory, LLC1,723$264K0.03%+25013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,650$260K<0.01%013F-HRTimelineGroup
Columbus Macro, LLC1,696$260K0.03%new13F-HRTimeline
Revisor Wealth Management LLC1,648$258K0.07%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,681$257K0.03%+25013F-HRTimeline
Great Diamond Partners, LLC1,672$256K0.05%-18113F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,657$254K0.17%+12513F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,608$246K0.01%new13F-HRTimeline
180 WEALTH ADVISORS, LLC1,603$245K0.03%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.1,584$242K0.09%new13F-HRTimeline
Savvy Advisors, Inc.1,577$241K0.01%new13F-HRTimeline
Private Advisory Group LLC1,548$237K0.02%+6513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,539$236K0.01%+1,41913F-HRTimelineGroup
Clarendon Private LLC1,532$234K0.2%+313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,527$234K<0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC1,504$230K0.02%-7913F-HRTimeline
Nautilus Advisors LLC1,500$230K0.15%013F-HRTimeline
Madison Wealth Partners, Inc1,493$228K0.04%new13F-HRTimeline
Whalen Wealth Management Inc.1,479$226K0.12%-79913F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,472$225K0.05%13F-HRTimelineGroup
GoalVest Advisory LLC1,465$224K0.04%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,465$224K0.14%013F-HRTimeline
Baron Financial Group, LLC1,464$224K0.12%new13F-HRTimeline
Arkadios Wealth Advisors1,452$222K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,450$222K0.01%-32013F-HRTimeline
Stablepoint Partners, LLC1,441$221K0.03%-15013F-HRTimeline
Second Half Financial Partners, LLC1,419$217K0.1%new13F-HRTimeline
Charter Oak Capital Management, LLC1,410$216K0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,401$214K0.01%new13F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC1,391$213K0.06%new13F-HRTimeline
Portland Financial Advisors Inc1,356$207K0.44%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,340$205K<0.01%new13F-HRTimelineGroup
Purus Wealth Management, LLC1,340$205K0.06%new13F-HRTimeline
Capital Square, LLC1,329$203K0.1%new13F-HRTimeline
TFB Advisors LLC1,312$201K0.06%-31613F-HRTimeline
Geneos Wealth Management Inc.1,304$200K<0.01%+86613F-HRTimeline
Medallion Wealth Advisors, LLC1,295$198K0.07%013F-HRTimeline
TD Waterhouse Canada Inc.1,280$196K<0.01%+81513F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,273$193K0.06%+44113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,237$191K0.01%+7113F-HRTimeline
Rossby Financial, LCC1,151$176K0.06%+6413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,131$173K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,104$169K<0.01%013F-HRTimeline
Westfuller Advisors, LLC1,083$166K0.07%+213F-HRTimeline
Financial Network Wealth Advisors LLC1,062$163K0.17%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,054$161K0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,048$160K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,004$154K<0.01%+27013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\947$145K<0.01%+79713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.932$143K0.01%+12013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…846$129K0.02%new13F-HRTimeline
SageView Advisory Group, LLC844$129K<0.01%new13F-HRTimeline
Graney & King, LLC770$118K0.07%new13F-HRTimeline
Manchester Capital Management LLC708$108K0.01%new13F-HRTimeline
EASTERN BANK666$102K<0.01%013F-HRTimeline
JNBA Financial Advisors615$94.1K0.01%+36913F-HRTimeline
Operose Advisors LLC609$93.2K0.02%+30213F-HRTimeline
Pinnacle Bancorp, Inc.554$84.8K0.02%+47713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC545$83.4K0.07%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC501$76.7K<0.01%+46113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…488$75K0.01%+113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.153$63.2K<0.01%+213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC405$62K<0.01%new13F-HRTimelineGroup
Essential Investment Partners LLC400$61.2K0.06%13F-HRTimeline
Allworth Financial LP385$58.9K<0.01%-4013F-HRTimeline
DAGCO, INC.375$57.3K0.01%+113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding345$52.8K-1,131Timeline