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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
Truvestments Capital LLC337$51.6K0.01%new13F-HRTimeline
WealthCollab, LLC303$46.4K0.02%013F-HRTimeline
Bravera Wealth280$42.8K0.02%13F-HRTimeline
Hilltop National Bank260$39.8K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC250$38.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.247$37.8K<0.01%+7713F-HRTimelineGroup
Park Square Financial Group, LLC315$37.6K0.22%new13F-HRTimeline
TRUST CO OF VERMONT245$37.5K<0.01%013F-HRTimeline
Larson Financial Group LLC212$32.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.212$32.4K0.02%-21213F-HRTimeline
Nalls Sherbakoff Group, LLC205$31.3K0.02%+113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV161$24K0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC131$20.1K<0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd120$18.5K<0.01%013F-HRTimelineGroup
Sankala Group LLC103$18.3K0.01%13F-HRTimeline
MOTCO114$17.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC108$16.6K<0.01%-9913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC109$16K<0.01%+8113F-HR/ATimelineGroup
Fortitude Family Office, LLC104$15.9K<0.01%new13F-HRTimeline
PFS Partners, LLC104$15.9K0.01%+6413F-HRTimeline
Mascoma Wealth Management LLC99$15.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC97$15K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…97$14.8K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…92$14.1K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC90$13.8K<0.01%013F-HRTimeline
TD Capital Management LLC82$12.5K<0.01%new13F-HRTimeline
Crews Bank & Trust80$12.2K<0.01%013F-HRTimeline
CX Institutional81$12K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.76$11.6K<0.01%+6713F-HRTimeline
Archer Investment Corp66$10K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC61$9.71K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…63$9.65K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC62$9.49K0.01%13F-HRTimeline
Elevated Capital Advisors, LLC59$9.03K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.57$8.72K<0.01%13F-HRTimelineGroup
Roxbury Financial LLC55$8.43K0.01%013F-HRTimeline
Your Advocates Ltd., LLP49$7.5K<0.01%013F-HRTimeline
Front Row Advisors LLC44$6.73K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.42$6.43K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.31$4.74K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp30$4.59K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC29$4.44K<0.01%13F-HRTimeline
IFS Advisors, LLC29$4.44K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC25$3.84K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.25$3.83K<0.01%new13F-HRTimeline
MCF Advisors LLC20$3.06K<0.01%013F-HRTimeline
Trust Co10$1.53K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners10$1.53K<0.01%new13F-HRTimelineGroup
Compass Financial Services Inc10$1.53K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8$1.22K<0.01%013F-HRTimeline
LRI Investments, LLC8$1.22K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC5$765<0.01%-613F-HRTimeline
Ankerstar Wealth, LLC3$460<0.01%13F-HRTimeline
Dogwood Wealth Management LLC2$306<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1$153<0.01%013F-HRTimeline