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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

534 managers (545 13F filers) reported a position in GRID shares at 2026-03-31, 25,609,252 shares in all. 110 filers opened a position and 29 filers sold out during the quarter.

Managers
534
13F filers
545
New
110
Added
281
Reduced
90
Sold out
29
Shares held by filers
25,609,252

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Alexis Investment Partners, LLC9,468$1.49M1.03%new13F-HRTimeline
Moors & Cabot, Inc.8,939$1.46M0.06%+4,01313F-HRTimeline
Ashton Thomas Private Wealth, LLC8,931$1.46M0.03%+1,54813F-HRTimeline
Parallel Advisors, LLC8,922$1.46M0.03%+65613F-HR/ATimeline
VectorGlobal IAG, Inc.8,906$1.46M0.38%13F-HRTimeline
Meixler Investment Management, Ltd.8,740$1.45M0.78%-99513F-HRTimeline
Foundations Investment Advisors, LLC8,812$1.44M0.02%+4,96313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…8,802$1.44M0.53%+2,28313F-HRTimelineGroup
Strategic Financial Concepts, LLC8,699$1.42M0.35%+4,89013F-HRTimeline
Signal Advisors Wealth, LLC8,608$1.41M0.1%-30713F-HRTimeline
Integrated Wealth Concepts LLC8,590$1.41M0.01%-2,21513F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,581$1.4M0.03%new13F-HRTimeline
Benson Wealth Management INC8,560$1.4M1.92%new13F-HRTimeline
Sovran Advisors, LLC6,972$1.33M0.1%+9013F-HRTimeline
FDx Advisors, Inc.7,993$1.31M0.42%new13F-HRTimeline
Proactive Wealth Strategies LLC7,877$1.29M0.24%+3,86613F-HRTimeline
Sequent Planning LLC7,872$1.29M0.31%+36613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC7,837$1.28M0.41%-89113F-HRTimeline
Integrity Investment Advisors, LLC7,704$1.26M0.68%+1,19413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7,557$1.24M0.62%+81713F-HRTimelineGroup
IHT Wealth Management, LLC7,428$1.21M0.03%-4813F-HRTimeline
BLAIR WILLIAM & CO/IL7,380$1.21M<0.01%+32513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,359$1.2M0.09%+65113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC7,349$1.2M0.43%+54713F-HRTimeline
Arrowroot Family Office, LLC7,244$1.18M0.39%new13F-HR/ATimeline
TradeWell Securities, LLC.7,283$1.17M0.49%new13F-HRTimeline
Cottage Street Advisors LLC7,134$1.17M0.5%+18513F-HRTimeline
Tradition Wealth Management, LLC7,118$1.16M0.08%+1,56013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,068$1.16M0.05%-1,32313F-HRTimeline
SeaCrest Wealth Management, LLC7,062$1.16M0.12%-4613F-HRTimeline
Scarborough Advisors, LLC7,049$1.15M0.13%-41813F-HRTimeline
United Advisor Group, LLC6,986$1.14M0.14%+69713F-HRTimeline
Signature Equity Partners, LLC6,800$1.11M0.6%+2,74213F-HRTimeline
Uniting Wealth Partners, LLC6,688$1.09M0.23%new13F-HRTimeline
Cornerstone Planning Group LLC5,651$1.09M0.15%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,579$1.08M0.06%+2,44113F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,501$1.06M0.04%+2,05913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,426$1.05M+833Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,334$1.04M0.02%+2,24313F-HRTimelineGroup
Greenwich Wealth Management LLC6,322$1.03M0.04%+3,91113F-HRTimeline
First Growth Capital LLC6,164$1.03M0.93%-25913F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,250$1.02M0.03%+4,64213F-HRTimeline
Farther Finance Advisors, LLC6,103$1.02M0.01%-67613F-HRTimeline
Trivium Point Advisory, LLC6,169$1.01M0.18%-19,71713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,102$998K0.05%+1,06313F-HRTimeline
Sound Financial Strategies Group, LLC6,057$991K0.68%-2,83913F-HRTimeline
Gotham Asset Management, LLC6,008$983K<0.01%-4613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,930$970K0.35%+1,47413F-HR/ATimelineGroup
FMR LLCin group FMR LLC5,871$960K<0.01%+2,33013F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV5,855$958K0.48%+2,00513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,830$954K0.03%-12,88913F-HRTimelineGroup
PKS Advisory Services, LLC5,776$947K0.22%+38113F-HRTimeline
WEALTHSPAN PARTNERS, LLC5,707$934K0.33%+1,37913F-HRTimeline
Kovack Advisors, Inc.6,087$933K0.05%+1,94613F-HRTimeline
SMITH, MOORE & CO.5,648$924K0.07%+1,94313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,644$923K0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,595$915K0.04%+57613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,480$909K<0.01%-57013F-HRTimeline
Keystone Financial Group5,504$900K0.06%+3613F-HRTimeline
Concentrum Wealth Management5,438$890K0.26%+1,15613F-HRTimeline
OneDigital Investment Advisors LLC5,369$878K0.01%+3,08713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,334$873K0.01%+21813F-HRTimeline
Western Wealth Management, LLC5,211$852K0.03%-20413F-HR/ATimeline
Maridea Wealth Management LLC5,209$852K0.12%-19713F-HRTimeline
SGL Investment Advisors, Inc.4,236$846K0.32%-9113F-HRTimeline
Intellectus Partners, LLC4,987$816K0.17%+10113F-HRTimeline
Fire Capital Management LLC4,957$811K0.38%new13F-HRTimeline
EQUITABLE TRUST CO4,939$808K0.04%013F-HRTimeline
Advisory Services Network, LLC4,919$805K0.01%+42513F-HRTimeline
Symphony Financial Services, Inc.4,916$804K0.41%+25113F-HRTimeline
Outlook Wealth Advisors, LLC4,896$801K0.19%+32213F-HRTimeline
CALTON & ASSOCIATES, INC.4,885$799K0.11%-24113F-HRTimeline
REAP Financial Group, LLC4,875$797K0.16%-49713F-HRTimeline
Per Stirling Capital Management, LLC.4,749$777K0.09%+1,01413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,749$777K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.4,728$773K0.02%+3,15113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,663$763K<0.01%-3113F-HRTimelineGroup
Addison Advisors LLC4,582$750K0.17%new13F-HRTimeline
Solutions 4 Wealth, Ltd4,556$745K1.12%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,540$743K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,515$739K<0.01%+1,58513F-HRTimelineGroup
Quad-Cities Investment Group, LLC4,496$735K0.29%+62513F-HRTimeline
FSA WEALTH PARTNERS, INC.4,476$732K0.35%+10913F-HRTimeline
CARLSON FINANCIAL, INC.4,346$711K0.42%+2,32313F-HRTimeline
Koshinski Asset Management, Inc.4,315$706K0.04%+72313F-HRTimeline
Intrua Financial, LLC4,293$702K0.08%-54213F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,259$697K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC4,238$693K0.02%-22013F-HRTimeline
Mason & Associates Inc4,359$687K0.13%-6913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,182$684K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…4,146$678K0.05%+26513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,098$670K0.09%-213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,083$668K0.01%+1,08413F-HRTimelineGroup
Simplicity Wealth,LLC4,075$667K0.04%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,056$663K0.09%-6513F-HRTimeline
Legacy Capital Wealth Partners, LLC4,034$660K0.14%new13F-HRTimeline
Sowell Financial Services LLC4,021$658K0.02%-24413F-HRTimeline
McKinney Capital Management, LLC3,971$650K0.56%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,840$628K0.02%-53613F-HRTimeline
Capital Square, LLC3,348$627K0.29%+2,01913F-HRTimeline
Kraft, Davis & Associates, LLC3,235$617K0.13%+51013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,767$616K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC3,709$607K<0.01%-64713F-HRTimeline
Resurgent Financial Advisors LLC3,689$603K0.22%-8713F-HRTimeline
SCOTIA CAPITAL INC.3,675$601K<0.01%+39613F-HRTimeline
Ignite Planners, LLC3,644$596K0.09%+11113F-HRTimeline
Financial Partners Group, Inc3,632$594K0.07%+5313F-HRTimeline
Rothschild Wealth LLC3,608$590K0.05%+2213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,566$583K<0.01%+47213F-HRTimelineGroup
Madison Wealth Partners, Inc3,548$580K0.09%+2,05513F-HRTimeline
Richmond Investment Services, LLC3,502$573K0.09%+7913F-HRTimeline
MCF Advisors LLC3,453$565K0.02%+3,43313F-HRTimeline
WealthPlan Investment Management, LLC3,444$563K0.03%+62513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,410$558K0.06%+1813F-HRTimeline
Nilsine Partners, LLC2,971$557K0.04%-69713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.3,180$556K0.08%+1,29013F-HRTimeline
Foguth Wealth Management, LLC.2,875$555K0.06%-72113F-HRTimeline
Riggs Asset Managment Co. Inc.3,384$554K0.11%+1,21513F-HRTimeline
Rehmann Capital Advisory Group3,381$553K0.03%+59913F-HRTimeline
Belvedere Trading LLC3,302$540K0.07%-1,82113F-HRTimeline
Wealth Watch Advisors, INC3,292$539K0.23%-81613F-HRTimeline
APS Management Group, Inc.3,260$533K0.46%-23613F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,256$533K0.02%+1,00713F-HRTimeline
Clearwater Capital Advisors, LLC3,250$532K0.04%+58013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA3,243$530K0.01%new13F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.3,231$529K0.56%+1,20213F-HRTimeline
Focus Financial Network, Inc.3,217$526K0.02%+1,28613F-HRTimeline
Global View Capital Management LLC3,185$521K0.14%+87813F-HRTimeline
Princeton Global Asset Management LLC3,177$520K0.08%+113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,077$503K<0.01%+10013F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.3,057$500K0.16%+98613F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,056$500K0.11%-35313F-HRTimeline
BOS Asset Management, LLC2,975$487K0.12%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,875$470K0.31%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,845$465K0.01%+1,39513F-HR/ATimeline
Perennial Investment Advisors, LLC2,759$451K0.04%+3313F-HRTimeline
Astoria Portfolio Advisors LLC.2,403$451K0.1%+81713F-HRTimeline
LANARK FINANCIAL, INC.2,609$427K0.03%-46113F-HRTimeline
Garden State Investment Advisory Servic…2,606$426K0.1%-12,90713F-HRTimeline
Kapstone Financial Advisors LLC2,511$411K0.2%new13F-HRTimeline
Share Andrew L.2,490$407K0.19%013F-HRTimeline
Insight Advisors, LLC/ PA2,463$403K0.08%+25613F-HRTimeline
Principle Wealth Partners LLC2,458$402K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,441$399K<0.01%+67213F-HRTimelineGroup
Cresset Asset Management, LLC2,425$397K<0.01%-10713F-HRTimeline
Dynamic Advisor Solutions LLC2,418$396K0.01%+39613F-HRTimeline
PRIVATE TRUST CO NA2,413$395K0.04%+27413F-HRTimeline
Purus Wealth Management, LLC2,407$394K0.13%+1,06713F-HRTimeline
UNIQUE WEALTH, LLC2,393$391K0.05%new13F-HRTimeline
SACKS & ASSOCIATES, LLC2,357$386K0.29%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,335$382K0.04%-5713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,319$379K0.17%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,306$377K0.25%+64913F-HRTimeline
Factor Wealth Management LTD2,301$376K0.07%-50513F-HRTimeline
Everstar Asset Management, LLC2,291$375K0.2%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,285$374K0.09%-73913F-HRTimeline
Apeiron RIA LLC2,267$371K0.09%-2,70513F-HRTimeline
Trademark Financial Management, LLC2,234$365K0.18%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.2,200$360K0.12%new13F-HRTimeline
Continuum Advisory, LLC2,197$359K0.03%+47413F-HRTimeline
Facet Wealth, Inc.2,166$354K0.01%new13F-HRTimeline
4J Wealth Management LLC2,162$354K0.2%new13F-HRTimeline
TrueWealth Advisors, LLC2,159$353K0.09%013F-HRTimeline
Aptus Capital Advisors, LLC2,153$352K<0.01%new13F-HRTimeline
Balboa Wealth Partners2,150$352K0.06%new13F-HRTimeline
Entelevest, LLC2,144$351K0.36%new13F-HRTimeline
Avidian Wealth Enterprises, LLC2,143$351K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.2,128$348K0.09%+20513F-HRTimeline
Cadent Capital Advisors, LLC2,126$348K0.09%-2,38813F-HRTimeline
Geneos Wealth Management Inc.2,106$344K0.01%+80213F-HRTimeline
NATURAL INVESTMENTS, LLC2,067$338K0.08%+4813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,059$337K<0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,057$336K<0.01%new13F-HRTimelineGroup
180 WEALTH ADVISORS, LLC2,054$336K0.04%+45113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,042$334K0.02%new13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.2,022$331K0.08%+55013F-HRTimelineGroup
Orion Porfolio Solutions, LLC2,010$329K<0.01%-8013F-HRTimeline
Sonoma Allocations LLC1,966$328K0.11%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,989$325K0.02%+75213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,971$322K0.02%-12213F-HRTimeline
Meridian Wealth Management, LLC1,954$320K0.01%new13F-HRTimeline
Columbus Macro, LLC1,928$315K0.03%+23213F-HRTimeline
Beacon Financial Advisory LLC1,928$315K0.07%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,907$312K0.01%+4313F-HRTimelineGroup
Onyx Bridge Wealth Group LLC1,885$308K0.03%+20413F-HRTimeline
Strategic Blueprint, LLC1,874$307K0.02%+10413F-HRTimeline
MJP ASSOCIATES INC /ADV1,860$304K0.04%+11413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,860$304K0.02%+11413F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.1,861$304K0.12%+27713F-HRTimeline
Wealth Management Associates, Inc.1,856$304K0.1%new13F-HRTimeline
TrinityBridge Ltd1,855$303K0.01%-5013F-HRTimeline
Certified Advisory Corp1,851$303K0.03%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,798$294K<0.01%new13F-HRTimelineGroup
Revisor Wealth Management LLC1,788$293K0.08%+14013F-HRTimeline
Annex Advisory Services, LLC1,786$292K0.01%new13F-HRTimeline
Private Advisory Group LLC1,758$288K0.02%+21013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC1,779$284K0.03%new13F-HRTimelineGroup
Great Diamond Partners, LLC1,706$279K0.05%+3413F-HRTimeline
Icon Wealth Advisors, LLC1,504$277K0.02%013F-HRTimeline
One Day In July LLC1,689$276K0.02%-4713F-HRTimeline