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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

294 managers (298 13F filers) reported a position in GRID shares at 2025-03-31, 10,834,673 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
294
13F filers
298
New
40
Added
132
Reduced
74
Sold out
32
Shares held by filers
10,834,673

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,421,044$161M0.01%+101,54613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,132,176$128M0.01%+290,95813F-HRTimelineGroup
UBS Group AGin group UBS Group AG783,898$88.7M0.02%+411,21413F-HRTimelineGroup
LPL Financial LLC772,908$87.4M0.03%+99,67613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN480,719$54.4M0.01%+88,05313F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC345,410$39.1M4.08%+17,67813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC302,746$34.2M0.01%+82,15213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC301,035$34.1M0.01%+31,11313F-HRTimelineGroup
Gitterman Wealth Management, LLC244,088$27.6M7.33%+15,62813F-HRTimeline
Arlington Financial Advisors, LLC221,977$25.1M4.41%+3,57413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD197,002$22.3M0.41%+11,79513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC191,888$21.7M0.04%+173,44213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP183,921$20.8M0.02%+54,78613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC176,990$20M0.03%+12,81113F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding149,601$16.9M0Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA144,992$16.4M<0.01%+30,22313F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding131,724$14.9M-13,005Timeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …130,000$14.7M2.43%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS120,977$13.7M0.03%+8,54313F-HRTimeline
Aprio Wealth Management, LLC106,316$12M1.51%+14,17413F-HRTimeline
FLOW TRADERS U.S. LLC100,082$11.3M0.48%+44,61113F-HRTimeline
Presidio Capital Management, LLC93,045$10.5M4.39%+90,08513F-HRTimeline
Cambridge Investment Research Advisors,…88,642$10M0.03%+8,79713F-HRTimeline
MML INVESTORS SERVICES, LLC83,048$9.39M0.03%+10,52613F-HRTimeline
Cetera Investment Advisers82,293$9.31M0.02%+16,99813F-HRTimeline
Blue Chip Partners, LLC82,068$9.28M0.8%new13F-HRTimeline
Nan Shan Life Insurance Co., Ltd.82,000$9.28M0.22%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC79,921$9.04M0.01%+13,07113F-HRTimelineGroup
Legacy Edge Advisors, LLC79,078$8.95M1.4%+3,80713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,226$8.63M0.02%-55,10913F-HRTimelineGroup
First Heartland Consultants, Inc.72,519$8.2M0.85%+2,25313F-HRTimeline
HighTower Advisors, LLC67,929$7.68M0.01%+9,58313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding66,380$7.51M-48,683Timeline
FIL Ltdin group FIL Ltd61,620$6.97M0.01%+1,08013F-HRTimelineGroup
Snowden Capital Advisors LLC55,062$6.23M0.2%+5,86513F-HRTimeline
Private Advisor Group, LLC54,236$6.14M0.04%-28,88813F-HRTimeline
DUDLEY & SHANLEY, INC.46,900$5.31M0.84%013F-HRTimeline
Venture Visionary Partners LLC46,765$5.29M0.22%+15,95713F-HRTimeline
Proficio Capital Partners LLC44,357$5.25M0.41%-52,65713F-HRTimeline
PFG Investments, LLC43,262$4.89M0.31%+52813F-HRTimeline
MANCHESTER FINANCIAL INC43,243$4.89M1.1%+17013F-HRTimeline
Black Swift Group, LLC42,737$4.83M1.09%+11,40013F-HRTimeline
Janney Montgomery Scott LLC42,280$4.78M0.01%+11,55313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,943$4.07M0.06%+12,43213F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding34,229$3.87M+31,625Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,529$3.79M0.04%+19,83413F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.33,224$3.76M0.51%+24,10413F-HRTimeline
Owen LaRue, LLC32,394$3.66M1.83%+1,01213F-HRTimeline
Ameliora Wealth Management Ltd.31,391$3.55M1.34%-64613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,292$3.54M0.02%+6,91013F-HRTimeline
KICKSTAND VENTURES, LLC.27,970$3.16M0.81%+67013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,879$3.15M0.01%+7,34813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,353$3.12M<0.01%+10,96013F-HR/ATimelineGroup
Trivium Point Advisory, LLC27,546$3.12M0.39%-60513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC27,032$3.06M1.54%+4,44513F-HRTimelineGroup
WealthBridge Capital Management, LLC27,016$3.06M0.86%+2,79713F-HRTimeline
PECAUT & CO.25,804$2.92M0.99%+1,67813F-HRTimeline
Bogart Wealth, LLC25,724$2.91M0.14%+1,60113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC25,367$2.87M0.01%-737,14913F-HRTimelineGroup
PCG Wealth Advisors, LLC23,962$2.71M0.95%+20,17513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,055$2.61M<0.01%-25,35713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC22,782$2.58M0.03%+41113F-HRTimeline
Money Design Co.,Ltd.22,411$2.54M0.13%-92113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd21,673$2.45M0.05%new13F-HRTimelineGroup
Norris Financial Group, LLC21,412$2.42M1.13%-11,94513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,339$2.41M0.03%+57413F-HRTimelineGroup
RFG Advisory, LLC20,252$2.29M0.06%new13F-HRTimeline
Sanctuary Advisors, LLC20,236$2.29M0.02%+1,28413F-HRTimeline
Dunhill Financial, LLC20,018$2.26M1.03%+82413F-HRTimeline
Eagle Strategies LLC19,500$2.21M0.38%-4,81513F-HRTimeline
Strive Asset Management, LLC18,992$2.15M1.49%new13F-HR/ATimeline
NewEdge Advisors, LLC18,889$2.14M0.01%+80713F-HRTimeline
&PARTNERS18,583$2.13M0.02%+5,30813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,077$2.05M0.03%-1,14313F-HRTimelineGroup
Rathbones Group PLC17,190$1.94M0.01%-30213F-HRTimeline
Steward Partners Investment Advisory, L…16,634$1.88M0.02%+51213F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,610$1.88M0.06%+1,59013F-HRTimeline
Signal Advisors Wealth, LLC16,461$1.86M0.18%-5,09213F-HRTimeline
Montis Financial, LLC16,242$1.84M0.54%-1,40013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,685$1.77M<0.01%-57513F-HRTimelineGroup
Flaharty Asset Management, LLC14,953$1.69M0.24%-1,85113F-HRTimeline
Sage Capital Management, LLC14,842$1.68M0.91%+25713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,526$1.64M0.04%-3,25413F-HRTimelineGroup
Kingsview Wealth Management, LLC14,462$1.64M0.03%+49413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,328$1.62M0.02%+6,03213F-HRTimelineGroup
WCG Wealth Advisors LLC14,264$1.61M0.12%-1,27913F-HR/ATimeline
Forefront Wealth Partners, LLC13,823$1.56M1.06%+24513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,697$1.55M<0.01%+7,69813F-HRTimelineGroup
Provident Co of the Employees of the He…13,420$1.52M1.74%+49513F-HRTimeline
American Institute for Advanced Investm…23,225$1.52M1.16%+11,60313F-HRTimeline
WEDBUSH SECURITIES INC13,234$1.5M0.05%+64113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC13,069$1.48M1.5%-33313F-HRTimeline
1858 WEALTH MANAGEMENT, LLC12,632$1.43M1.21%+22213F-HRTimeline
Gladstone Institutional Advisory LLC12,594$1.42M0.07%+8,59213F-HRTimeline
Foguth Wealth Management, LLC.12,220$1.38M0.34%-13,22013F-HRTimeline
Stegent Equity Advisors, Inc.11,713$1.33M1.34%-12213F-HRTimeline
Sigma Planning Corp11,581$1.31M0.04%-7,66113F-HRTimeline
Concentrum Wealth Management11,441$1.29M0.48%-70113F-HRTimeline
Integrated Wealth Concepts LLC11,384$1.29M0.02%+69413F-HRTimeline
Hedeker Wealth, LLC11,380$1.29M0.35%+1,58213F-HRTimeline
CORRADO ADVISORS, LLC11,263$1.27M0.85%+78013F-HRTimeline
Sound Financial Strategies Group, LLC11,133$1.26M1.12%new13F-HRTimeline
Smith Anglin Financial, LLC10,655$1.21M0.13%+2,17313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,409$1.19M0.18%new13F-HRTimeline
Cornerstone Wealth Management, LLC10,368$1.17M0.08%+7,79913F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC10,205$1.15M0.28%+49613F-HR/ATimeline
HBW ADVISORY SERVICES LLC10,128$1.15M0.16%+63213F-HRTimeline
Mariner, LLCin group Mariner, LLC9,847$1.11M<0.01%+1,24713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth9,716$1.1M<0.01%+39513F-HR/ATimelineGroup
AE Wealth Management LLC9,657$1.09M0.01%-1113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,518$1.08M0.03%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,223$1.04M0.03%-22613F-HRTimeline
TOWNSQUARE CAPITAL LLC9,156$1.04M0.01%+5,42313F-HRTimeline
Bright Futures Wealth Management, LLC.9,345$1.03M1.13%-50213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,739$989K0.09%+2,20713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC8,609$974K0.43%new13F-HRTimeline
COMERICA BANK8,426$953K<0.01%+47313F-HRTimeline
Clear Creek Financial Management, LLC8,367$947K0.1%+2,44013F-HRTimeline
Biltmore Family Office, LLC8,122$919K0.16%+213F-HRTimeline
Atria Wealth Solutions, Inc.7,749$877K0.01%-4,05513F-HRTimeline
Good Life Advisors, LLC7,703$871K0.06%+5,47013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,676$868K0.03%-1,73113F-HRTimeline
Sovran Advisors, LLC7,704$866K0.11%new13F-HRTimeline
Modern Wealth Management, LLC7,600$860K0.03%+3,70013F-HR/ATimeline
IHT Wealth Management, LLC7,530$853K0.03%-28713F-HRTimeline
WealthCare Investment Partners, LLC7,570$837K0.35%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,318$828K0.09%-5,81313F-HRTimeline
Arax Advisory Partners7,199$814K0.05%-20013F-HRTimeline
GTS SECURITIES LLC7,118$805K0.03%-20,19013F-HRTimeline
Prospera Financial Services Inc7,005$794K0.02%+3,23813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,840$774K0.04%-58713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,463$731K0.19%+1,62413F-HRTimelineGroup
Mesirow Financial Investment Management…6,257$708K0.01%+53813F-HRTimeline
McKinley Carter Wealth Services, Inc.6,170$698K0.04%-2,45813F-HRTimeline
Curi Capital, LLC6,019$681K0.02%new13F-HRTimeline
CoreCap Advisors, LLC5,832$660K0.03%+79213F-HRTimeline
Rothschild Wealth LLC5,637$638K0.18%-1,67313F-HRTimeline
United Advisor Group, LLC5,526$625K0.13%+49313F-HRTimeline
D.A. DAVIDSON & CO.5,512$624K0.01%-78613F-HRTimeline
Apeiron RIA LLC5,264$596K0.18%-34013F-HRTimeline
Stonebridge Financial Planning Group, L…5,254$594K0.27%013F-HRTimeline
N.E.W. Advisory Services LLC5,150$583K0.04%+2,07113F-HRTimeline
Strategic Financial Concepts, LLC5,120$579K0.11%+1,69713F-HRTimeline
Proactive Wealth Strategies LLC5,076$574K0.31%-6413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,061$573K0.29%+1,15813F-HRTimelineGroup
EQUITABLE TRUST CO4,939$559K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC4,914$556K<0.01%+61313F-HRTimelineGroup
Outlook Wealth Advisors, LLC4,776$540K0.15%+76513F-HRTimeline
Cottage Street Advisors LLC4,766$539K0.27%+57613F-HRTimeline
SGL Investment Advisors, Inc.4,279$527K0.27%+12513F-HRTimeline
Virtue Capital Management, LLC4,572$517K0.06%new13F-HRTimeline
Per Stirling Capital Management, LLC.4,463$505K0.07%-17513F-HRTimeline
Nilsine Partners, LLC4,403$498K0.05%+2513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,337$491K0.08%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,326$489K0.02%+13413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,289$485K<0.01%+97813F-HRTimeline
Ashton Thomas Private Wealth, LLC4,230$479K0.02%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,182$473K<0.01%013F-HRTimelineGroup
SteelPeak Wealth, LLC4,177$472K0.02%+60113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,131$467K0.04%+75213F-HRTimeline
Walkner Condon Financial Advisors LLC4,127$467K0.09%-1813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,065$460K<0.01%+12513F-HRTimelineGroup
Bison Wealth, LLC3,846$445K0.04%new13F-HRTimeline
GK Wealth Management LLC3,914$443K0.55%+1,19913F-HR/ATimeline
Collaborative Wealth Managment Inc.3,833$434K0.2%+113F-HRTimeline
Moors & Cabot, Inc.3,755$425K0.02%+4013F-HRTimeline
IFG Advisory, LLC3,705$419K0.02%+2613F-HRTimeline
Sowell Financial Services LLC3,655$413K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC3,647$413K<0.01%-58213F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,577$405K<0.01%+10013F-HRTimelineGroup
LANARK FINANCIAL, INC.3,526$398K0.03%+3,52313F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,502$396K0.09%-12513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,313$378K+2,693Timeline
Meixler Investment Management, Ltd.3,316$375K0.26%-413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,311$375K0.02%+1,58013F-HR/ATimeline
Gateway Wealth Partners, LLC3,300$373K0.08%+31513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,293$373K<0.01%013F-HRTimelineGroup
SCOTIA CAPITAL INC.3,206$363K<0.01%+24513F-HRTimeline
TPG Financial Advisors, LLC3,182$360K0.16%new13F-HRTimeline
Princeton Global Asset Management LLC3,166$358K0.07%+113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,155$357K0.06%+31813F-HRTimeline
Advisory Services Network, LLC2,940$333K0.01%-11113F-HRTimeline
Kraft, Davis & Associates, LLC2,947$332K0.11%013F-HRTimeline
Aveo Capital Partners, LLC2,648$323K0.05%-33,33113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,846$322K0.23%+26913F-HRTimelineGroup
Keystone Financial Group2,722$308K0.03%-21,70013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,700$305K0.12%-21413F-HRTimeline
Ignite Planners, LLC2,493$298K0.06%-2,37713F-HRTimeline
WEALTHSPAN PARTNERS, LLC2,603$294K0.14%-83313F-HRTimeline
Clearwater Capital Advisors, LLC2,591$293K0.03%+13213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,561$290K0.03%new13F-HRTimeline
Principle Wealth Partners LLC2,555$289K0.02%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,505$283K0.21%+39013F-HRTimeline
Share Andrew L.2,490$282K0.21%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,426$274K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC2,404$272K0.01%+58513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,397$271K0.1%+62813F-HRTimeline
Intellectus Partners, LLC2,372$268K0.07%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,330$264K0.01%013F-HRTimeline
Perennial Investment Advisors, LLC2,219$251K0.03%+413F-HRTimeline