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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

619 managers (630 13F filers) reported a position in GRID shares at 2026-06-30, 33,081,036 shares in all. 120 filers opened a position and 35 filers sold out during the quarter.

Managers
619
13F filers
630
New
120
Added
352
Reduced
91
Sold out
35
Shares held by filers
33,081,036

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Share Andrew L.2,490$477K0.25%013F-HRTimeline
JT Stratford LLC2,489$477K0.05%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,483$476K0.09%+19813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,470$474K<0.01%+41113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,463$472K<0.01%new13F-HRTimelineGroup
Principle Wealth Partners LLC2,458$471K0.02%013F-HRTimeline
Regal Investment Advisors LLC2,421$464K0.02%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,405$461K0.14%+8613F-HRTimeline
Entelevest, LLC2,372$455K0.4%+22813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,355$452K0.25%+4913F-HRTimeline
Index Technologies Group LLC2,346$450K0.36%new13F-HRTimeline
Geneos Wealth Management Inc.2,322$445K0.01%+21613F-HRTimeline
Richmond Investment Services, LLC2,305$442K0.14%-1,19713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,282$438K0.04%-5313F-HRTimeline
EP Wealth Advisors, LLC2,268$435K<0.01%+64613F-HRTimeline
Trademark Financial Management, LLC2,234$428K0.18%013F-HRTimeline
Factor Wealth Management LTD2,226$427K0.06%-7513F-HRTimeline
UPTICK PARTNERS, LLC2,189$420K0.07%new13F-HRTimeline
4J Wealth Management LLC2,162$415K0.2%013F-HRTimeline
TrueWealth Advisors, LLC2,160$414K0.09%+113F-HRTimeline
SBI Securities Co., Ltd.2,116$406K0.01%+1,77213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,047$393K0.02%new13F-HRTimeline
COFG Advisors, LLC2,045$392K0.07%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,033$389K0.09%-3413F-HRTimeline
Great Diamond Partners, LLC2,022$388K0.07%+31613F-HRTimeline
Avidian Wealth Enterprises, LLC2,006$385K0.01%-13713F-HRTimeline
Mattern Wealth Management LLC2,000$384K0.06%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,000$383K0.01%+9313F-HRTimelineGroup
Bluespring Wealth Management, LLC1,998$383K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,991$382K<0.01%-45013F-HRTimelineGroup
Facet Wealth, Inc.1,985$381K0.01%-18113F-HRTimeline
One Day In July LLC1,975$379K0.03%+28613F-HRTimeline
Meridian Wealth Management, LLC1,938$372K0.01%-1613F-HRTimeline
Indivisible Partners1,928$370K0.02%new13F-HRTimeline
WORLD EQUITY GROUP, INC.1,905$365K0.08%-22313F-HRTimeline
MJP ASSOCIATES INC /ADV1,881$361K0.04%+2113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,881$361K0.02%+2113F-HRTimelineGroup
Strategic Blueprint, LLC1,861$357K0.02%-1313F-HRTimeline
Private Advisory Group LLC1,843$353K0.02%+8513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,834$352K<0.01%+51313F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,812$347K0.02%+39113F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.1,800$345K0.1%-40013F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,785$342K<0.01%-2,47413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC1,798$339K0.03%+1913F-HRTimelineGroup
Retirement Planning Group, LLC1,725$331K0.01%+4213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,728$330K0.04%13F-HRTimeline
Keating Financial Advisory Services, In…1,717$329K0.04%+38813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,713$329K0.07%+2813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,713$328K0.01%+1,48013F-HRTimelineGroup
Baron Financial Group, LLC1,707$327K0.16%+11213F-HRTimeline
NWF Advisory Services Inc.1,697$325K0.03%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,683$323K0.06%+16813F-HRTimeline
Fortis Capital Advisors, LLC1,678$322K0.04%new13F-HRTimeline
Rossby Financial, LCC1,646$316K0.06%+47813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,641$315K<0.01%new13F-HRTimeline
Fortune Financial Group, Inc.1,597$306K0.24%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,595$306K0.08%-4813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,650$305K<0.01%013F-HRTimelineGroup
Berkeley Capital Partners, LLC1,589$305K0.06%new13F-HRTimeline
Clarendon Private LLC1,539$295K0.19%+613F-HRTimeline
CENTAURUS FINANCIAL, INC.1,535$294K0.01%+24613F-HRTimeline
BARRETT & COMPANY, INC.1,532$294K0.08%+26413F-HRTimeline
Stirlingshire Investments, Inc.1,518$291K0.22%new13F-HRTimeline
Icon Wealth Advisors, LLC1,507$289K0.02%+313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,499$287K0.03%+17313F-HRTimeline
Tempus Wealth Planning, LLC1,486$285K0.06%-3313F-HRTimeline
Waterloo Capital, L.P.1,484$285K0.02%new13F-HRTimeline
Capital Investment Counsel, LLC1,484$285K0.04%new13F-HRTimeline
Betterment LLC1,483$284K<0.01%new13F-HRTimeline
Guardian Capital, LLC1,470$282K0.23%-5013F-HRTimeline
GoalVest Advisory LLC1,465$281K0.05%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,465$281K0.14%013F-HRTimeline
Van Diest Capital, LLC1,456$279K0.25%new13F-HRTimeline
Nautilus Advisors LLC1,500$277K0.16%013F-HRTimeline
Stablepoint Partners, LLC1,435$275K0.04%-613F-HRTimeline
Boyer Financial Services, Inc.1,483$273K0.23%new13F-HRTimeline
HBK Sorce Advisory LLC1,437$268K0.01%+31413F-HRTimeline
Trek Financial, LLC1,363$261K0.01%new13F-HRTimeline
Falcon Wealth Planning1,337$256K0.02%new13F-HRTimeline
Tudor Financial Inc.1,337$256K0.12%+8013F-HR/ATimeline
B. Riley Wealth Advisors, Inc.1,312$247K0.01%-5013F-HRTimeline
NewEdge Wealth, LLC1,285$246K<0.01%new13F-HRTimeline
Independent Advisor Alliance1,255$241K0.01%-291,25713F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,256$238K0.06%-1713F-HRTimeline
Innovative Asset Advisors Group, LLC1,231$236K0.1%+7713F-HRTimeline
Balefire, LLC1,227$235K0.04%new13F-HRTimeline
TrinityBridge Ltd1,220$234K0.01%-63513F-HRTimeline
Venture Visionary Partners LLC1,217$233K0.01%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,198$230K<0.01%new13F-HRTimelineGroup
Portland Financial Advisors Inc1,192$229K0.42%-16413F-HRTimeline
Xcelsior Advisor Partners LLC1,184$227K0.03%new13F-HRTimeline
Soltis Investment Advisors LLC1,172$225K0.01%new13F-HRTimeline
Comprehensive Financial Consultants Ins…1,164$223K0.06%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,188$222K0.03%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,131$217K<0.01%new13F-HRTimelineGroup
Altus Wealth Group LLC1,130$217K0.08%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,112$213K0.07%-26313F-HRTimeline
Castleview Partners, LLC1,109$213K0.09%new13F-HRTimeline
Beaumont Financial Advisors, LLC1,109$213K0.01%new13F-HRTimeline
Blue Trust, Inc.1,107$212K<0.01%013F-HRTimeline
Westfuller Advisors, LLC1,086$208K0.08%+313F-HRTimeline
Quantinno Capital Management LP1,086$208K<0.01%new13F-HRTimeline
Everest Financial Group LLC1,070$205K0.03%new13F-HRTimeline
Oder Investment Management, LLC1,068$205K0.14%new13F-HRTimeline
Allworth Financial LP1,065$204K<0.01%+11813F-HRTimeline
Bison Wealth, LLC1,087$204K0.02%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC1,062$204K0.21%13F-HRTimeline
SIMPLEX TRADING, LLC1,058$203K0.01%+50613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,048$201K<0.01%013F-HRTimelineGroup
Traction Financial Partners, LLC1,047$201K0.11%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd1,016$195K0.02%new13F-HRTimeline
Financial Network Wealth Advisors LLC998$191K0.19%-15013F-HRTimeline
Manchester Capital Management LLC989$190K0.02%+3513F-HRTimeline
TD Capital Management LLC926$178K0.01%+48213F-HRTimeline
JNBA Financial Advisors923$177K0.01%+15513F-HRTimeline
WOLFF WIESE MAGANA LLC889$170K0.08%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV889$170K0.04%+313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…840$161K0.02%+2613F-HRTimeline
AMERIFLEX GROUP, INC.797$153K0.06%+7713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC747$143K0.1%+3113F-HRTimeline
EASTERN BANK666$128K<0.01%013F-HRTimeline
Operose Advisors LLC612$117K0.02%+213F-HRTimeline
TD Waterhouse Canada Inc.625$117K<0.01%013F-HRTimeline
NI ACQUISITIONS COMPANY, LLC590$113K0.05%13F-HRTimeline
Osbon Capital Management LLC579$111K0.09%+10013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC570$109K<0.01%+10613F-HRTimelineGroup
Institute for Wealth Management, LLC.555$106K0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…521$100K0.01%+3313F-HRTimelineGroup
Pinnacle Bancorp, Inc.519$99.5K0.03%-3513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV509$97.6K<0.01%+15713F-HRTimeline
Truvestments Capital LLC459$88K0.01%013F-HRTimeline
Bravera Wealth455$87.2K0.03%+5013F-HRTimeline
ROTHSCHILD INVESTMENT LLC450$86.3K<0.01%+20013F-HRTimeline
Essential Investment Partners LLC425$81.5K0.07%013F-HRTimeline
Buck Wealth Strategies, LLC379$72.7K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp341$65.4K<0.01%+15013F-HRTimelineGroup
StrongBox Wealth, LLC325$62.3K0.02%new13F-HRTimeline
Basecamp Wealth Advisors LLC323$62K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…315$60.4K<0.01%013F-HRTimelineGroup
WealthCollab, LLC303$58.1K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC280$53.7K<0.01%-22413F-HRTimeline
Hilltop National Bank260$49.9K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC250$47.9K<0.01%new13F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC250$47.9K<0.01%new13F-HRTimelineGroup
TRUST CO OF VERMONT245$47K<0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd303$46.1K<0.01%013F-HRTimelineGroup
RHL GROUP, LLC223$42.8K0.04%+113F-HRTimeline
JDM Financial Group LLC206$39.5K0.01%new13F-HRTimeline
Founders Capital Management202$38.7K0.02%new13F-HRTimeline
Nalls Sherbakoff Group, LLC200$38.4K0.03%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.179$34.3K<0.01%+3113F-HRTimelineGroup
Regatta Research & Money Management175$33.5K0.03%13F-HRTimeline
SHP Wealth Management173$33.2K<0.01%+5913F-HRTimeline
Larson Financial Group LLC156$29.9K<0.01%+1113F-HRTimeline
Vision Retirement, LLC146$28K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.143$27.4K<0.01%+5313F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC142$27.2K0.01%new13F-HRTimeline
PFS Partners, LLC140$26.9K0.01%013F-HRTimeline
AdvisorNet Financial, Inc134$25.6K<0.01%new13F-HRTimeline
North Star Investment Management Corp.130$24.9K<0.01%new13F-HRTimeline
Front Row Advisors LLC133$24.9K0.01%+8913F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.125$24K0.01%new13F-HRTimelineGroup
Downshift Financial, LLC125$24K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.119$22.8K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …108$20.7K<0.01%13F-HRTimelineGroup
Mascoma Wealth Management LLC99$19K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…97$18.6K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC93$17.5K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC90$17.3K0.01%013F-HRTimeline
CX Institutional82$16K<0.01%+113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding72$13.8K-1,547Timeline
Acumen Wealth Advisors, LLC70$13.4K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.70$13.4K0.01%013F-HRTimeline
Park Square Financial Group, LLC66$12.7K0.11%new13F-HRTimeline
Cape Investment Advisory, Inc.66$12.7K<0.01%new13F-HRTimeline
Archer Investment Corp66$12.6K<0.01%013F-HR/ATimeline
Signature Resources Capital Management,…63$12.1K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC59$11.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust58$11.2K<0.01%+2813F-HRTimeline
MATHER GROUP, LLC.58$11.1K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.57$11.1K<0.01%013F-HRTimelineGroup
Ares Financial Consulting, LLC56$10.7K0.01%-613F-HRTimeline
Roxbury Financial LLC55$10.6K0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC51$9.78K<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP49$9.4K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.42$8.05K<0.01%new13F-HRTimeline
CrossGen Wealth, LLC42$8.05K0.01%new13F-HRTimeline
LifeSteps Financial, Inc.40$7.67K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC35$6.71K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC32$6.16K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.33$6K<0.01%-17213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DHJJ Financial Advisors, Ltd.31$5.95K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp30$5.75K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC29$5.56K<0.01%013F-HRTimeline
IFS Advisors, LLC29$5.56K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC29$5.5K<0.01%new13F-HRTimeline
Heritage Wealth Advisors27$5.12K<0.01%new13F-HRTimeline
Burk Holdings LLC26$4.99K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC25$4.81K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.25$4.79K<0.01%013F-HRTimeline