Skip to content
Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

Follow

NASDQ CLN EDGE (fund)

310 managers (316 13F filers) reported a position in GRID shares at 2025-06-30, 11,154,965 shares in all. 44 filers opened a position and 28 filers sold out during the quarter.

Managers
310
13F filers
316
New
44
Added
136
Reduced
84
Sold out
28
Shares held by filers
11,154,965

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY1,513,737$210M0.01%+92,69313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,193,672$166M0.01%+61,49613F-HRTimelineGroup
LPL Financial LLC895,102$124M0.04%+122,19413F-HRTimeline
UBS Group AGin group UBS Group AG777,164$108M0.02%-6,73413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN499,123$69.4M0.02%+18,40413F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC346,174$48.1M4.56%+76413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC328,446$45.7M0.02%+27,41113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC314,059$43.6M0.01%+11,31313F-HRTimelineGroup
Gitterman Wealth Management, LLC247,187$34.4M8.01%+3,09913F-HRTimeline
Arlington Financial Advisors, LLC229,685$31.9M5.23%+7,70813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP199,613$27.8M0.03%+15,69213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD197,002$27.4M0.37%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC180,574$25.1M0.03%+3,58413F-HRTimeline
FIL Ltdin group FIL Ltd175,963$24.5M0.02%+114,34313F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding149,601$20.9M0Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,011$20.7M<0.01%+4,01913F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding135,421$18.8M+3,697Timeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …133,000$18.5M2.85%+3,00013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS123,717$17.2M0.04%+2,74013F-HRTimeline
Aprio Wealth Management, LLC104,102$14.5M1.63%-2,21413F-HRTimeline
Presidio Capital Management, LLC96,428$13.4M5.16%+3,38313F-HRTimeline
Cambridge Investment Research Advisors,…89,402$12.4M0.04%+76013F-HRTimeline
Cetera Investment Advisers88,243$12.3M0.02%+5,95013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,166$12.2M0.02%+11,94013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC86,385$12M0.03%+3,33713F-HRTimeline
HighTower Advisors, LLC82,040$11.4M0.01%+14,11113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC81,236$11.3M0.01%+1,31513F-HRTimelineGroup
Legacy Edge Advisors, LLC81,085$11.3M1.51%+2,00713F-HRTimeline
First Heartland Consultants, Inc.77,445$10.8M0.96%+4,92613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding69,404$9.65M+3,024Timeline
Modern Wealth Management, LLC58,705$8.16M0.2%+51,10513F-HR/ATimeline
Snowden Capital Advisors LLC57,502$7.99M0.24%+2,44013F-HRTimeline
TPG Financial Advisors, LLC48,910$6.8M2.72%+45,72813F-HRTimeline
Black Swift Group, LLC48,187$6.7M1.35%+5,45013F-HRTimeline
Private Advisor Group, LLC47,634$6.62M0.04%-6,60213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding47,621$6.62M+13,392Timeline
DUDLEY & SHANLEY, INC.46,900$6.52M1.02%013F-HRTimeline
Janney Montgomery Scott LLC43,963$6.11M0.02%+1,68313F-HRTimeline
MANCHESTER FINANCIAL INC42,575$5.92M1.24%-66813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …42,405$5.9M0.08%+6,46213F-HRTimelineGroup
PFG Investments, LLC42,327$5.88M0.35%-93513F-HRTimeline
Strive Asset Management, LLC39,718$5.52M3.32%+20,72613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,296$5.46M0.05%+5,76713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,925$5.39M<0.01%+11,57213F-HRTimelineGroup
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.34,814$4.97M3.3%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.33,558$4.67M0.03%+2,26613F-HRTimeline
Owen LaRue, LLC33,015$4.59M1.95%+62113F-HRTimeline
Nan Shan Life Insurance Co., Ltd.30,000$4.17M0.09%-52,00013F-HRTimeline
WealthBridge Capital Management, LLC29,626$4.12M1.04%+2,61013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,532$4.11M0.05%+11,45513F-HRTimelineGroup
Bogart Wealth, LLC27,569$3.83M0.16%+1,84513F-HRTimeline
Trivium Point Advisory, LLC27,202$3.78M0.41%-34413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC27,149$3.77M1.71%+11713F-HRTimelineGroup
KICKSTAND VENTURES, LLC.27,102$3.77M0.88%-86813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26,863$3.73M0.01%+1,49613F-HRTimelineGroup
PECAUT & CO.25,810$3.59M1.19%+613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,169$3.36M0.01%-167,71913F-HRTimelineGroup
Ameliora Wealth Management Ltd.23,155$3.22M1.15%-8,23613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,358$3.11M<0.01%-69713F-HRTimelineGroup
Norris Financial Group, LLC21,927$3.05M1.25%+51513F-HRTimeline
PCG Wealth Advisors, LLC21,591$3M1.54%-2,37113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,299$2.96M0.04%-4013F-HR/ATimelineGroup
Sanctuary Advisors, LLC21,298$2.96M0.02%+1,06213F-HRTimeline
RFG Advisory, LLC21,009$2.92M0.07%+75713F-HRTimeline
Dunhill Financial, LLC28,200$2.87M0.83%+8,18213F-HRTimeline
&PARTNERS20,426$2.84M0.02%+1,84313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,381$2.83M<0.01%+19,00913F-HRTimelineGroup
WCG Wealth Advisors LLC20,048$2.79M0.18%+5,78413F-HRTimeline
Eagle Strategies LLC19,888$2.76M0.42%+38813F-HRTimeline
Smith Anglin Financial, LLC19,755$2.75M0.25%+9,10013F-HRTimeline
Redhawk Wealth Advisors, Inc.19,277$2.68M0.34%-13,94713F-HRTimeline
Signal Advisors Wealth, LLC19,190$2.67M0.21%+2,72913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,820$2.62M0.01%new13F-HR/ATimelineGroup
Money Design Co.,Ltd.18,740$2.6M0.12%-3,67113F-HRTimeline
Rathbones Group PLC17,262$2.4M0.01%+7213F-HRTimeline
Steward Partners Investment Advisory, L…17,195$2.39M0.02%+56113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,816$2.34M0.03%+2,48813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…16,025$2.23M0.31%+5,61613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,800$2.2M<0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,685$2.18M<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC15,569$2.16M0.03%-7,21313F-HRTimeline
Kingsview Wealth Management, LLC15,436$2.15M0.04%+97413F-HRTimeline
Gladstone Institutional Advisory LLC15,218$2.12M0.09%+2,62413F-HRTimeline
Montis Financial, LLC15,156$2.11M0.59%-1,08613F-HRTimeline
Sage Capital Management, LLC15,075$2.1M1.01%+23313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,696$2.04M0.16%+5,95713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,554$2.02M0.04%+2813F-HRTimelineGroup
1858 WEALTH MANAGEMENT, LLC14,554$2.02M1.49%+1,92213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,375$2M<0.01%+14,10813F-HRTimelineGroup
Flaharty Asset Management, LLC13,631$1.89M0.26%-1,32213F-HR/ATimeline
Provident Co of the Employees of the He…13,420$1.87M1.86%013F-HRTimeline
American Institute for Advanced Investm…26,540$1.81M1.28%+3,31513F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC12,929$1.8M1.7%-14013F-HRTimeline
Good Life Advisors, LLC12,782$1.78M0.11%+5,07913F-HRTimeline
WEDBUSH SECURITIES INC12,475$1.73M0.06%-75913F-HRTimeline
Hedeker Wealth, LLC12,429$1.73M0.4%+1,04913F-HRTimeline
Cornerstone Wealth Management, LLC12,423$1.73M0.1%+2,05513F-HRTimeline
Fiduciary Alliance LLC12,385$1.72M0.13%new13F-HRTimeline
Sigma Planning Corp12,234$1.7M0.05%+65313F-HRTimeline
CORRADO ADVISORS, LLC12,030$1.67M1.02%+76713F-HRTimeline
NewEdge Advisors, LLC11,775$1.64M0.01%-7,11413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,732$1.63M0.03%+2,21413F-HRTimelineGroup
Forefront Wealth Partners, LLC13,578$1.62M1.11%-24513F-HRTimeline
Venture Visionary Partners LLC11,624$1.62M0.06%-35,14113F-HRTimeline
Stegent Equity Advisors, Inc.11,443$1.59M1.41%-27013F-HRTimeline
Foguth Wealth Management, LLC.11,355$1.58M0.34%-86513F-HRTimeline
Integrated Wealth Concepts LLC11,163$1.55M0.02%-22113F-HRTimeline
Sound Financial Strategies Group, LLC10,714$1.49M1.26%-41913F-HRTimeline
WealthCare Investment Partners, LLC10,546$1.47M0.53%+2,97613F-HRTimeline
Wiser Advisor Group LLC10,335$1.44M2.5%new13F-HRTimeline
Clear Creek Financial Management, LLC10,252$1.43M0.14%+1,88513F-HRTimeline
HBW ADVISORY SERVICES LLC9,995$1.39M0.17%-13313F-HRTimeline
D.A. DAVIDSON & CO.9,918$1.38M0.01%+4,40613F-HRTimeline
ARS Investment Partners, LLC9,784$1.36M0.1%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,467$1.32M0.03%+24413F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC9,249$1.29M0.27%-95613F-HR/ATimeline
Mariner, LLCin group Mariner, LLC9,192$1.28M<0.01%-65513F-HRTimelineGroup
Prospera Financial Services Inc9,006$1.26M0.02%+2,00113F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC8,638$1.2M0.46%+2913F-HRTimeline
COMERICA BANK8,267$1.15M<0.01%-15913F-HRTimeline
AE Wealth Management LLC8,244$1.15M0.01%-1,41313F-HRTimeline
Biltmore Family Office, LLC8,122$1.13M0.19%013F-HRTimeline
Arax Advisory Partners7,844$1.09M0.05%+64513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,821$1.09M0.03%+14513F-HRTimeline
Mesirow Financial Investment Management…7,777$1.08M0.02%+1,52013F-HRTimeline
Atria Wealth Solutions, Inc.7,695$1.07M0.02%-5413F-HRTimeline
IHT Wealth Management, LLC7,631$1.06M0.03%+10113F-HRTimeline
Bison Wealth, LLC7,524$1.04M0.08%+3,67813F-HRTimeline
SeaCrest Wealth Management, LLC6,935$964K0.1%-38313F-HRTimeline
CoreCap Advisors, LLC6,787$944K0.04%+95513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,767$941K0.04%-7313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,651$925K0.26%+18813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.6,172$858K0.05%+213F-HRTimeline
United Advisor Group, LLC5,632$783K0.14%+10613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,445$757K0.32%+38413F-HRTimelineGroup
Stonebridge Financial Planning Group, L…5,254$730K0.3%013F-HRTimeline
Rothschild Wealth LLC5,195$722K0.18%-44213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,084$707K-4,632Timeline
CWM, LLCin group CWM, LLC5,055$703K<0.01%+14113F-HRTimelineGroup
Meixler Investment Management, Ltd.4,987$693K0.48%+1,67113F-HRTimeline
Apeiron RIA LLC4,985$693K0.18%-27913F-HRTimeline
Cottage Street Advisors LLC4,974$692K0.36%+20813F-HRTimeline
EQUITABLE TRUST CO4,939$687K0.03%013F-HRTimeline
Farther Finance Advisors, LLC4,849$674K0.01%+3,69013F-HRTimeline
FSA WEALTH PARTNERS, INC.4,799$667K0.32%new13F-HRTimeline
Outlook Wealth Advisors, LLC4,768$663K0.17%-813F-HRTimeline
Cambridge Advisors Inc.4,675$650K0.14%+2,82613F-HRTimeline
SteelPeak Wealth, LLC4,605$640K0.02%+42813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,575$636K+1,262Timeline
Nilsine Partners, LLC4,353$605K0.06%-5013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,337$603K0.09%013F-HRTimeline
Sowell Financial Services LLC4,326$601K0.02%+67113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,242$590K0.04%+11113F-HRTimeline
SGL Investment Advisors, Inc.4,266$590K0.28%-1313F-HRTimeline
Sovran Advisors, LLC4,241$586K0.06%-3,46313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,182$581K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC4,164$579K0.02%-6613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,151$577K0.02%-17513F-HRTimeline
N.E.W. Advisory Services LLC4,125$574K0.06%-1,02513F-HRTimeline
Per Stirling Capital Management, LLC.4,107$571K0.07%-35613F-HRTimeline
Proactive Wealth Strategies LLC4,048$563K0.27%-1,02813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,011$561K<0.01%-27813F-HRTimeline
Walkner Condon Financial Advisors LLC4,013$558K0.1%-11413F-HRTimeline
Intellectus Partners, LLC3,941$548K0.12%+1,56913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,939$548K<0.01%-12613F-HRTimelineGroup
IFG Advisory, LLC3,838$534K0.03%+13313F-HRTimeline
Moors & Cabot, Inc.3,778$525K0.02%+2313F-HRTimeline
Quantum Private Wealth, LLC3,748$521K0.17%new13F-HRTimeline
Legacy Investment Solutions, LLC3,747$521K0.28%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,747$521K0.28%+90113F-HRTimelineGroup
GK Wealth Management LLC3,720$517K0.51%-19413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,633$505K0.02%+32213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,556$494K0.01%+1,60513F-HRTimelineGroup
LANARK FINANCIAL, INC.3,524$489K0.04%-213F-HRTimeline
SCOTIA CAPITAL INC.3,464$482K<0.01%+25813F-HRTimeline
GPS Wealth Strategies Group, LLC3,447$479K0.06%+2,07213F-HRTimeline
Keystone Financial Group3,443$479K0.04%+72113F-HRTimeline
J.W. COLE ADVISORS, INC.3,436$478K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,433$477K0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,375$469K<0.01%+2,94813F-HRTimeline
Advisory Services Network, LLC3,242$461K0.01%+30213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,293$458K<0.01%013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC3,284$457K0.07%+12913F-HRTimeline
WEALTHSPAN PARTNERS, LLC3,269$454K0.19%+66613F-HRTimeline
Waverly Advisors, LLC3,226$448K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC3,172$441K0.08%+613F-HRTimeline
rebel Financial LLC3,164$440K0.2%13F-HRTimeline
BLAIR WILLIAM & CO/IL3,069$427K<0.01%+1,25113F-HRTimeline
Gateway Wealth Partners, LLC3,003$417K0.08%-29713F-HRTimeline
Moran Wealth Management, LLC3,000$417K0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,977$414K<0.01%-60013F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC2,957$411K0.15%+25713F-HRTimeline
MGO ONE SEVEN LLC2,739$381K0.01%+33513F-HRTimeline
Kraft, Davis & Associates, LLC2,604$375K0.1%-34313F-HRTimeline
FMR LLCin group FMR LLC2,663$371K<0.01%-98413F-HRTimelineGroup
Collaborative Wealth Managment Inc.2,621$364K0.16%-1,21213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,616$364K0.03%new13F-HRTimeline
Waycross Investment Management Co2,605$362K0.38%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,568$357K0.03%-2313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,567$357K0.11%+17013F-HRTimeline