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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
TWIN PEAKS WEALTH ADVISORS, LLC1,685$276K0.07%new13F-HRTimeline
Retirement Planning Group, LLC1,683$275K0.01%new13F-HRTimeline
Narus Financial Partners, LLC1,677$274K0.07%-87613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,650$273K<0.01%013F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC1,643$269K0.08%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,640$268K<0.01%+30013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,635$267K<0.01%+63113F-HRTimelineGroup
EP Wealth Advisors, LLC1,622$265K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,619$265K+1,274Timeline
ARWA LLC1,485$262K0.13%new13F-HRTimeline
Baron Financial Group, LLC1,595$261K0.14%+13113F-HRTimeline
Claris Financial LLC1,548$253K0.14%new13F-HRTimeline
Clarendon Private LLC1,533$251K0.19%+113F-HRTimeline
Guardian Capital, LLC1,520$249K0.24%new13F-HRTimeline
Tempus Wealth Planning, LLC1,519$248K0.06%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,515$248K0.07%+12413F-HRTimeline
CPR Investments Inc.1,514$248K0.17%new13F-HRTimeline
IMC-Chicago, LLC1,513$247K<0.01%new13F-HRTimeline
Nautilus Advisors LLC1,500$245K0.17%013F-HRTimeline
GoalVest Advisory LLC1,465$240K0.05%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC1,465$240K0.14%013F-HRTimeline
Stablepoint Partners, LLC1,441$236K0.04%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,421$233K0.01%+2013F-HRTimelineGroup
Charter Oak Capital Management, LLC1,410$231K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,375$225K0.07%+8013F-HRTimeline
Purewater Capital LLC1,369$224K0.21%13F-HRTimeline
Portland Financial Advisors Inc1,356$222K0.46%013F-HRTimeline
HBK Sorce Advisory LLC1,123$221K<0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,334$218K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1,329$217K0.04%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,326$217K0.03%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,321$216K<0.01%new13F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,312$216K0.03%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.1,362$215K0.01%new13F-HRTimeline
Bison Wealth, LLC1,087$214K0.02%new13F-HRTimeline
Impact Partnership Wealth, LLC1,301$213K0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,289$211K0.01%+35713F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,273$208K0.07%013F-HRTimeline
BARRETT & COMPANY, INC.1,268$208K0.07%-2,56713F-HRTimeline
Tudor Financial Inc.1,257$206K0.11%new13F-HR/ATimeline
Rossby Financial, LCC1,168$195K0.04%+1713F-HRTimeline
Innovative Asset Advisors Group, LLC1,154$189K0.11%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,149$188K<0.01%+20213F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,148$188K0.19%+8613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,131$185K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,107$181K<0.01%+313F-HRTimeline
Greykasell Wealth Strategies, Inc.1,085$177K0.07%new13F-HRTimeline
Westfuller Advisors, LLC1,083$177K0.08%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,048$171K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC954$156K0.02%+24613F-HRTimeline
Allworth Financial LP947$155K<0.01%+56213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…900$147K<0.01%new13F-HR/ATimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV886$145K0.04%+72513F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…814$133K0.02%-3213F-HRTimeline
WELLINGTON-ALTUS USA INC.658$126K0.07%new13F-HRTimeline
JNBA Financial Advisors768$126K0.01%+15313F-HRTimeline
AMERIFLEX GROUP, INC.720$118K0.06%+50813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC716$117K0.09%+17113F-HRTimeline
EASTERN BANK666$109K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.625$104K<0.01%-65513F-HRTimeline
Operose Advisors LLC610$99.7K0.02%+113F-HRTimeline
Qube Research & Technologies Ltd565$92.4K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.554$90.6K0.03%013F-HRTimeline
SIMPLEX TRADING, LLC552$90.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC504$82.4K<0.01%+313F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…488$80K0.01%013F-HRTimelineGroup
Osbon Capital Management LLC479$78.3K0.06%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC464$75.9K<0.01%+5913F-HRTimelineGroup
Truvestments Capital LLC459$75.1K0.01%+12213F-HRTimeline
TD Capital Management LLC444$72.6K0.01%+36213F-HRTimeline
Essential Investment Partners LLC425$69.5K0.06%+2513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.413$67.6K<0.01%+26013F-HRTimelineGroup
Bravera Wealth405$66.2K0.03%+12513F-HRTimeline
DAGCO, INC.375$61.3K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV352$57.5K<0.01%-70213F-HRTimeline
SBI Securities Co., Ltd.344$56.3K<0.01%+26813F-HRTimeline
Basecamp Wealth Advisors LLC323$52.9K0.01%+19213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…315$51.5K<0.01%+22313F-HRTimelineGroup
WealthCollab, LLC303$49.6K0.02%013F-HRTimeline
Hilltop National Bank260$42.5K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC250$40.9K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd303$39.2K<0.01%+18313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC233$38K<0.01%+12413F-HRTimelineGroup
RHL GROUP, LLC222$36.3K0.03%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.205$34K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merkkuri Wealth Advisors LLC206$33.7K0.02%new13F-HRTimeline
Nalls Sherbakoff Group, LLC200$32.6K0.02%-513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp191$31.2K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.148$24.2K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC145$23.7K<0.01%-6713F-HRTimeline
PFS Partners, LLC140$22.9K0.01%+3613F-HRTimeline
OAKWORTH CAPITAL, INC.119$19.5K<0.01%new13F-HRTimeline
SHP Wealth Management114$18.6K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC108$17.7K<0.01%013F-HRTimeline
Fortitude Family Office, LLC104$17K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC99$16.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…97$15.9K<0.01%013F-HR/ATimelineGroup
SJS Investment Consulting Inc.90$14.7K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC90$14.7K0.01%013F-HRTimeline
Smartleaf Asset Management LLC93$14.7K<0.01%-413F-HRTimeline
Sound Income Strategies, LLC81$13.5K<0.01%+2013F-HRTimeline
CX Institutional81$13K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.70$11.5K0.01%new13F-HRTimeline
Archer Investment Corp66$10.7K<0.01%013F-HRTimeline
Financial Freedom, LLC64$10.4K0.01%new13F-HRTimeline
Ares Financial Consulting, LLC62$10.3K0.01%013F-HRTimeline
Signature Resources Capital Management,…63$10.3K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC59$9.65K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.57$9.32K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC55$9.02K0.01%013F-HRTimeline
Your Advocates Ltd., LLP49$8.02K<0.01%013F-HRTimeline
Front Row Advisors LLC44$7.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.31$5.07K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust30$4.91K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC30$4.91K<0.01%new13F-HRTimeline
Main Street Group, LTD30$4.91K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp30$4.91K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC29$4.74K<0.01%013F-HRTimeline
IFS Advisors, LLC29$4.74K<0.01%013F-HRTimeline
SIGNATUREFD, LLC25$4.1K<0.01%013F-HRTimeline
Longview Financial Advisors, Inc.25$4.09K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.25$4.09K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.22$3.6K<0.01%new13F-HRTimeline
CVA Family Office, LLC16$2.62K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC12$1.96K<0.01%new13F-HR/ATimeline
Trust Co10$1.64K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8$1.31K<0.01%013F-HRTimeline
Accordant Advisory Group Inc8$1.31K<0.01%new13F-HRTimeline
LRI Investments, LLC8$1.31K<0.01%013F-HRTimeline
Avion Wealth10$1K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC5$818<0.01%013F-HRTimeline
Ankerstar Wealth, LLC3$492<0.01%013F-HRTimeline
Dogwood Wealth Management LLC2$327<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1$164<0.01%013F-HRTimeline