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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

359 managers (365 13F filers) reported a position in GRID shares at 2025-09-30, 15,358,370 shares in all. 76 filers opened a position and 20 filers sold out during the quarter.

Managers
359
13F filers
365
New
76
Added
188
Reduced
54
Sold out
20
Shares held by filers
15,358,370

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY2,257,052$341M0.02%+743,31513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,447,811$219M0.02%+254,13913F-HR/ATimelineGroup
LPL Financial LLC1,195,839$181M0.05%+300,73713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,037,000$157M1.41%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG969,071$146M0.03%+191,90713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN716,224$108M0.02%+217,10113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC488,797$73.8M0.02%+160,35113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC449,880$68M0.02%+135,82113F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC350,615$53M4.56%+4,44113F-HRTimeline
Gitterman Wealth Management, LLC241,144$36.4M8.35%-6,04313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP232,902$35.2M0.03%+33,28913F-HRTimelineGroup
Arlington Financial Advisors, LLC232,118$35.1M5.16%+2,43313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC201,006$30.4M0.04%+20,43213F-HRTimeline
FIL Ltdin group FIL Ltd199,688$30.2M0.02%+23,72513F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD197,160$29.8M0.39%+15813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA183,758$27.8M<0.01%+34,74713F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding149,601$22.6M0Timeline
Cetera Investment Advisers139,925$21.1M0.02%+51,68213F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …133,000$20.1M2.93%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding130,833$19.8M-4,588Timeline
CAPTRUST FINANCIAL ADVISORS129,074$19.5M0.04%+5,35713F-HRTimeline
HighTower Advisors, LLC123,623$18.7M0.02%+41,58313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,901$18.1M0.03%+37,73513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding112,259$17M+42,855Timeline
Cambridge Investment Research Advisors,…109,626$16.6M0.05%+20,22413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC106,079$16M0.01%+24,84313F-HRTimelineGroup
Aprio Wealth Management, LLC105,883$16M1.59%+1,78113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…102,166$15.4M0.01%+81,78513F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM101,500$15.3M1.89%new13F-HRTimelineGroup
Presidio Capital Management, LLC95,770$14.5M5.07%-65813F-HRTimeline
MML INVESTORS SERVICES, LLC94,632$14.3M0.04%+8,24713F-HRTimeline
First Heartland Consultants, Inc.88,733$13.4M1.08%+11,28813F-HRTimeline
Legacy Edge Advisors, LLC87,209$13.2M1.55%+6,12413F-HRTimeline
Nan Shan Life Insurance Co., Ltd.77,768$11.7M0.25%+47,76813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74,309$11.1M0.01%+35,38413F-HRTimelineGroup
Snowden Capital Advisors LLC66,274$10M0.27%+8,77213F-HRTimeline
Modern Wealth Management, LLC59,027$8.92M0.18%+32213F-HRTimeline
Black Swift Group, LLC59,025$8.92M1.57%+10,83813F-HRTimeline
Janney Montgomery Scott LLC55,840$8.44M0.02%+11,87713F-HRTimeline
Private Advisor Group, LLC53,916$8.15M0.04%+6,28213F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…51,688$7.79M0.57%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding50,469$7.62M+2,848Timeline
Fiduciary Alliance LLC50,453$7.62M0.51%+38,06813F-HRTimeline
PECAUT & CO.49,252$7.44M2.39%+23,44213F-HRTimeline
Strive Asset Management, LLC48,573$7.34M3.98%+8,85513F-HR/ATimeline
Richard P Slaughter Associates Inc48,021$7.26M1.56%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,558$7.19M0.05%+8,26213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …43,579$6.58M0.08%+1,17413F-HRTimelineGroup
PFG Investments, LLC42,785$6.46M0.34%+45813F-HRTimeline
MANCHESTER FINANCIAL INC41,583$6.28M1.26%-99213F-HRTimeline
Ameliora Wealth Management Ltd.40,469$6.11M2.04%+17,31413F-HRTimeline
Avestar Capital, LLC39,948$6.04M0.43%new13F-HRTimeline
Owen LaRue, LLC39,837$6.02M2.37%+6,82213F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.36,279$5.53M3.86%+1,46513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,662$5.39M0.01%+11,49313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,658$5.08M0.04%new13F-HRTimelineGroup
WealthBridge Capital Management, LLC32,341$4.89M1.15%+2,71513F-HRTimeline
ALTFEST L J & CO INC32,307$4.88M0.54%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,162$4.56M0.01%+7,80413F-HRTimelineGroup
PCG Wealth Advisors, LLC29,777$4.5M1.31%+8,18613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC29,092$4.4M0.01%+2,22913F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC28,939$4.37M1.72%+1,79013F-HR/ATimelineGroup
KICKSTAND VENTURES, LLC.28,358$4.28M0.94%+1,25613F-HRTimeline
Bogart Wealth, LLC28,088$4.24M0.17%+51913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,963$4.23M0.05%-1,56913F-HRTimelineGroup
Trivium Point Advisory, LLC27,334$4.13M0.42%+13213F-HRTimeline
Eagle Strategies LLC24,925$3.77M0.5%+5,03713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,880$3.76M0.23%+22,26413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,879$3.61M<0.01%+9,50413F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…23,872$3.61M0.02%+6,67713F-HRTimeline
Dunhill Financial, LLC23,745$3.59M0.94%-4,45513F-HRTimeline
Sanctuary Advisors, LLC22,121$3.34M0.02%+82313F-HR/ATimeline
Norris Financial Group, LLC21,977$3.32M1.21%+5013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,870$3.29M0.04%+57113F-HRTimelineGroup
Strategic Blueprint, LLC21,366$3.23M0.14%+19,48313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,708$3.13M<0.01%new13F-HRTimelineGroup
&PARTNERS20,620$3.11M0.02%+19413F-HRTimeline
Hedeker Wealth, LLC20,564$3.11M0.65%+8,13513F-HRTimeline
WESPAC Advisors SoCal, LLC20,237$3.06M0.62%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.18,804$2.84M0.33%-47313F-HRTimeline
HARBOUR INVESTMENTS, INC.18,619$2.81M0.06%+9,15213F-HRTimeline
Prime Capital Investment Advisors, LLC18,488$2.79M0.04%+2,91913F-HRTimeline
Rathbones Group PLC18,137$2.74M0.01%+87513F-HRTimeline
1858 WEALTH MANAGEMENT, LLC18,054$2.73M1.92%+3,50013F-HRTimeline
WEDBUSH SECURITIES INC17,636$2.66M0.09%+5,16113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,463$2.64M0.03%+64713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,416$2.63M0.09%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC16,933$2.56M0.06%+9,11213F-HRTimeline
Kingsview Wealth Management, LLC16,873$2.55M0.04%+1,43713F-HRTimeline
Prospera Financial Services Inc16,756$2.54M0.04%+7,75013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,711$2.52M0.3%+68613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,493$2.49M<0.01%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.15,912$2.4M0.55%+13,97113F-HRTimeline
Gladstone Institutional Advisory LLC15,718$2.37M0.09%+50013F-HRTimeline
Sage Capital Management, LLC15,258$2.31M1.04%+18313F-HRTimeline
NewEdge Advisors, LLC15,158$2.29M0.01%+3,38313F-HRTimeline
D.A. DAVIDSON & CO.15,009$2.27M0.01%+5,09113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,854$2.24M0.05%+30013F-HRTimelineGroup
Cornerstone Wealth Management, LLC14,838$2.24M0.12%+2,41513F-HRTimeline
Parallel Advisors, LLC14,302$2.16M0.04%+13,07613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC14,022$2.12M1.81%+1,09313F-HRTimeline
Montis Financial, LLC14,005$2.12M0.49%-1,15113F-HRTimeline
ARVEST INVESTMENTS, INC.13,936$2.11M0.3%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,712$2.07M0.04%+1,98013F-HRTimelineGroup
Mutual Advisors, LLC13,333$2.07M0.05%new13F-HRTimeline
Waycross Investment Management Co13,598$2.05M2.1%+10,99313F-HRTimeline
Provident Co of the Employees of the He…13,578$2.05M2.04%+15813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,717$2.04M0.16%+2113F-HRTimeline
Flaharty Asset Management, LLC13,445$2.03M0.26%-18613F-HRTimeline
Sigma Planning Corp13,063$1.97M0.06%+82913F-HRTimeline
CORRADO ADVISORS, LLC12,578$1.9M1.02%+54813F-HRTimeline
American Institute for Advanced Investm…17,259$1.88M1.23%-9,28113F-HRTimeline
Wiser Advisor Group LLC12,284$1.86M2.31%+1,94913F-HRTimeline
Stegent Equity Advisors, Inc.11,491$1.74M1.41%+4813F-HRTimeline
WealthCare Investment Partners, LLC11,372$1.73M0.56%+82613F-HRTimeline
Clear Creek Financial Management, LLC11,316$1.71M0.15%+1,06413F-HRTimeline
Forefront Wealth Partners, LLC11,058$1.67M0.42%-2,52013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,873$1.64M<0.01%-4,81213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding10,587$1.62M+5,503Timeline
Sovran Advisors, LLC10,322$1.62M0.14%+6,08113F-HRTimeline
Integrated Wealth Concepts LLC10,708$1.62M0.01%-45513F-HRTimeline
RFG Advisory, LLC10,703$1.62M0.03%-10,30613F-HRTimeline
Bright Futures Wealth Management, LLC.10,481$1.58M1.24%13F-HRTimeline
HBW ADVISORY SERVICES LLC10,193$1.54M0.17%+19813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,100$1.53M<0.01%-5,70013F-HRTimeline
J.W. COLE ADVISORS, INC.10,054$1.52M0.03%+6,61813F-HRTimeline
Meixler Investment Management, Ltd.9,808$1.48M0.91%+4,82113F-HRTimeline
ARS Investment Partners, LLC9,713$1.47M0.1%-7113F-HRTimeline
Signal Advisors Wealth, LLC9,420$1.42M0.13%-9,77013F-HRTimeline
Sunbelt Securities, Inc.9,282$1.4M0.1%new13F-HRTimeline
Mesirow Financial Investment Management…9,234$1.4M0.02%+1,45713F-HRTimeline
AE Wealth Management LLC9,188$1.39M0.01%+94413F-HRTimeline
Sound Financial Strategies Group, LLC8,968$1.35M0.99%-1,74613F-HRTimeline
Mariner, LLCin group Mariner, LLC8,781$1.33M<0.01%-41113F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC8,522$1.29M0.47%-11613F-HRTimeline
COMERICA BANK8,284$1.25M<0.01%+1713F-HRTimeline
Biltmore Family Office, LLC8,122$1.23M0.17%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC7,912$1.2M0.44%-1,33713F-HRTimeline
IHT Wealth Management, LLC7,673$1.16M0.03%+4213F-HRTimeline
Stonebridge Financial Planning Group, L…7,654$1.16M0.43%+2,40013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,163$1.08M0.05%+39613F-HRTimeline
Bison Wealth, LLC7,005$1.08M0.1%-51913F-HRTimeline
McKinley Carter Wealth Services, Inc.7,004$1.06M0.06%+83213F-HRTimeline
SeaCrest Wealth Management, LLC6,779$1.04M0.11%-15613F-HRTimeline
Cambridge Advisors Inc.6,642$1M0.2%+1,96713F-HRTimeline
Farther Finance Advisors, LLC6,616$999K0.02%+1,76713F-HRTimeline
CWM, LLCin group CWM, LLC6,364$961K<0.01%+1,30913F-HRTimelineGroup
Cottage Street Advisors LLC6,138$927K0.39%+1,16413F-HRTimeline
United Advisor Group, LLC6,135$927K0.12%+50313F-HRTimeline
IFP Advisors, Inc6,041$913K0.02%+4,20513F-HR/ATimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,952$899K0.33%+50713F-HRTimelineGroup
MGO ONE SEVEN LLC5,939$897K0.02%+3,20013F-HRTimeline
CoreCap Advisors, LLC5,774$872K0.03%-1,01313F-HRTimeline
Apeiron RIA LLC5,727$871K0.2%+74213F-HRTimeline
Quantum Private Wealth, LLC5,711$863K0.25%+1,96313F-HRTimeline
Moran Wealth Management, LLC5,317$803K0.02%+2,31713F-HRTimeline
GTS SECURITIES LLC5,223$789K0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,041$764K<0.01%+1,03013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,030$760K0.02%+86613F-HRTimeline
SteelPeak Wealth, LLC4,980$752K0.03%+37513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,958$749K0.01%+4,15513F-HRTimelineGroup
EQUITABLE TRUST CO4,939$746K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,929$745K0.05%+68713F-HRTimeline
Rothschild Wealth LLC4,828$729K0.16%-36713F-HRTimeline
Outlook Wealth Advisors, LLC4,663$704K0.18%-10513F-HRTimeline
N.E.W. Advisory Services LLC4,542$686K0.06%+41713F-HRTimeline
Waverly Advisors, LLC4,537$685K0.01%+1,31113F-HRTimeline
GPS Wealth Strategies Group, LLC4,525$684K0.07%+1,07813F-HRTimeline
Gateway Wealth Partners, LLC4,468$675K0.09%+1,46513F-HRTimeline
FSA WEALTH PARTNERS, INC.4,435$670K0.26%-36413F-HRTimeline
SGL Investment Advisors, Inc.4,192$660K0.28%-7413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,272$645K0.02%+12113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,252$642K0.29%+50513F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC4,238$640K0.25%+96913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,187$633K0.19%-2,46413F-HRTimelineGroup
Sowell Financial Services LLC4,184$632K0.02%-14213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,182$632K<0.01%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP4,121$623K0.09%-21613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,110$621K0.01%new13F-HRTimelineGroup
Nilsine Partners, LLC4,093$618K0.06%-26013F-HRTimeline
APS Management Group, Inc.4,089$618K0.55%13F-HRTimeline
Proactive Wealth Strategies LLC4,054$612K0.26%+613F-HRTimeline
Federation des caisses Desjardins du Qu…4,038$610K<0.01%+66313F-HRTimeline
GK Wealth Management LLC4,014$607K0.45%+29413F-HRTimeline
Intellectus Partners, LLC3,947$596K0.12%+613F-HRTimeline
Intrua Financial, LLC3,945$596K0.07%+2,34513F-HRTimeline
Moors & Cabot, Inc.3,932$594K0.03%+15413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,838$580K<0.01%-10113F-HRTimelineGroup
IFG Advisory, LLC3,811$576K0.03%-2713F-HRTimeline
DAVENPORT & Co LLC3,768$569K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC3,752$567K0.09%-26113F-HRTimeline
Advisory Services Network, LLC3,750$567K0.01%+50813F-HRTimeline
Per Stirling Capital Management, LLC.3,735$564K0.07%-37213F-HRTimeline
Merit Financial Group, LLC3,699$559K0.01%+1,93813F-HR/ATimeline
KFG WEALTH MANAGEMENT, LLC3,693$558K0.08%+40913F-HRTimeline
Cadent Capital Advisors, LLC3,662$553K0.15%new13F-HRTimeline
Garden State Investment Advisory Servic…3,631$549K0.14%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,622$547K0.01%+18913F-HRTimelineGroup
Capital Investment Advisory Services, L…3,606$545K0.04%+1,75513F-HRTimeline
SCOTIA CAPITAL INC.3,557$537K<0.01%+9313F-HRTimeline