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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
MORGAN STANLEYin group MORGAN STANLEY2,948,976$451M0.03%+691,92413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,780,758$272M0.02%+332,94713F-HRTimelineGroup
LPL Financial LLC1,699,802$260M0.07%+503,96313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,527,000$234M2.02%+490,00013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,268,939$194M+299,868Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,023,888$157M0.03%+307,66413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC708,774$108M0.03%+219,97713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC540,841$82.7M0.02%+90,96113F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC356,517$54.6M4.49%+5,90213F-HRTimeline
HighTower Advisors, LLC308,378$47.2M0.05%+184,75513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA272,189$41.6M0.01%+88,43113F-HRTimelineGroup
FIL Ltdin group FIL Ltd266,823$41M0.03%+67,13513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC266,437$40.8M0.05%+65,43113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP261,365$40M0.04%+28,46313F-HRTimelineGroup
Perigon Wealth Management, LLC245,918$37.6M0.67%+243,90313F-HRTimeline
Arlington Financial Advisors, LLC232,020$35.5M5.09%-9813F-HRTimeline
Cetera Investment Advisers218,093$33.4M0.04%+78,16813F-HRTimeline
Cambridge Investment Research Advisors,…213,571$32.7M0.09%+103,94513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.199,876$30.6M0.04%+73,97513F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …198,000$30.3M4.2%+65,00013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD197,215$30.2M0.35%+5513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding188,025$28.8M+75,766Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…159,264$24.4M0.02%+57,09813F-HR/ATimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding149,601$22.9M0Timeline
CAPTRUST FINANCIAL ADVISORS136,394$20.9M0.04%+7,32013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding134,687$20.6M+3,854Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,570$20.4M0.01%+59,26113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC123,250$18.9M0.05%+28,61813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC118,191$18.1M0.01%+12,11213F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …112,933$17.3M0.25%new13F-HRTimelineGroup
Aprio Wealth Management, LLC109,076$16.7M0.96%+3,19313F-HRTimeline
Janney Montgomery Scott LLC104,069$15.9M0.04%+48,22913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC102,800$15.7M0.12%+101,40013F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM101,500$15.5M1.35%013F-HRTimelineGroup
CacheTech Inc.100,063$15.3M2.84%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,000$15.3M0.02%+64,33813F-HRTimelineGroup
Adams Wealth Management95,273$14.6M3.11%new13F-HRTimeline
Presidio Capital Management, LLC94,914$14.5M4.36%-85613F-HRTimeline
Legacy Edge Advisors, LLC94,292$14.4M1.58%+7,08313F-HRTimeline
First Heartland Consultants, Inc.93,399$14.3M1.08%+4,66613F-HRTimeline
Private Advisor Group, LLC81,847$12.5M0.06%+27,93113F-HRTimeline
Snowden Capital Advisors LLC70,731$10.8M0.28%+4,45713F-HRTimeline
BFI Infinity Ltd.69,908$10.7M6.66%new13F-HR/ATimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding66,708$10.2M+15,020Timeline
Black Swift Group, LLC61,339$9.39M1.56%+2,31413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,858$9.31M0.06%+13,30013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,646$9.28M0.01%+30,48413F-HRTimelineGroup
Modern Wealth Management, LLC60,597$9.27M0.17%+1,57013F-HRTimeline
Fiduciary Alliance LLC55,092$8.43M0.55%+4,63913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding53,685$8.21M+3,216Timeline
WESPAC Advisors SoCal, LLC52,588$8.05M1.62%+32,35113F-HRTimeline
Federation des caisses Desjardins du Qu…52,088$7.97M0.03%+48,05013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,924$7.79M0.01%+30,21613F-HRTimelineGroup
THRYVE WEALTH MANAGEMENT LLC50,891$7.79M3.85%13F-HRTimeline
D.A. DAVIDSON & CO.50,090$7.66M0.05%+35,08113F-HRTimeline
PECAUT & CO.49,231$7.53M2.43%-2113F-HRTimeline
Richard P Slaughter Associates Inc49,212$7.53M1.58%+1,19113F-HRTimeline
Crumly & Associates Inc.49,139$7.52M1.58%new13F-HRTimeline
PFG Investments, LLC48,334$7.4M0.35%+5,54913F-HRTimeline
Ameliora Wealth Management Ltd.44,988$6.88M2.1%+4,51913F-HRTimeline
Avestar Capital, LLC44,640$6.83M0.47%+4,69213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,870$6.56M0.01%+26,37713F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC42,329$6.48M0.05%+8,67113F-HRTimelineGroup
Bogart Wealth, LLC41,307$6.32M0.25%+13,21913F-HRTimeline
MANCHESTER FINANCIAL INC40,208$6.15M1.15%-1,37513F-HRTimeline
OLD MISSION CAPITAL LLC38,330$5.87M0.23%new13F-HRTimeline
Kingsview Wealth Management, LLC38,025$5.82M0.08%+21,15213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,914$5.8M0.08%-5,66513F-HRTimelineGroup
WCG Wealth Advisors LLC36,612$5.6M0.16%new13F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.34,785$5.6M3.72%-1,49413F-HRTimeline
WealthBridge Capital Management, LLC36,157$5.53M1.26%+3,81613F-HRTimeline
Rathbones Group PLC34,384$5.26M0.02%+16,24713F-HR/ATimeline
Owen LaRue, LLC34,168$5.23M1.99%-5,66913F-HRTimeline
PCG Wealth Advisors, LLC34,015$5.2M1.47%+4,23813F-HRTimeline
Ferguson Shapiro LLC33,968$5.2M1.6%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC33,956$5.2M0.01%+4,86413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,948$5.19M0.06%+20,23613F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP33,763$5.17M<0.01%new13F-HRTimelineGroup
ALTFEST L J & CO INC33,090$5.06M0.55%+78313F-HRTimeline
MAI Capital Management32,644$5M0.03%+32,55413F-HRTimeline
KICKSTAND VENTURES, LLC.32,124$4.92M1.04%+3,76613F-HRTimeline
NewEdge Advisors, LLC31,018$4.75M0.02%+15,86013F-HRTimeline
HARBOUR INVESTMENTS, INC.30,641$4.69M0.1%+12,02213F-HRTimeline
Gaddis Premier Wealth Advisors LLC30,118$4.61M3.5%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC29,457$4.51M1.76%+51813F-HRTimelineGroup
Sanctuary Advisors, LLC29,403$4.5M0.02%+7,28213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,200$4.47M<0.01%+5,32113F-HRTimelineGroup
Atria Investments, Inc28,591$4.37M0.05%+26,88913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,134$4.15M0.01%new13F-HRTimelineGroup
&PARTNERS27,084$4.14M0.02%+6,46413F-HRTimeline
Oxford Wealth Group, LLC26,664$4.08M1.98%13F-HRTimeline
Steward Partners Investment Advisory, L…26,604$4.07M0.02%+2,73213F-HRTimeline
Eagle Strategies LLC26,374$4.04M0.52%+1,44913F-HRTimeline
Trivium Point Advisory, LLC25,886$3.96M0.4%-1,44813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,800$3.95M0.19%+92013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,156$3.85M0.04%-2,80713F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.24,700$3.78M0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC24,553$3.76M0.05%+6,06513F-HRTimeline
Redhawk Wealth Advisors, Inc.24,214$3.71M0.42%+5,41013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC24,146$3.69M2.15%new13F-HRTimeline
Dunhill Financial, LLC23,592$3.62M0.89%-15313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,231$3.55M0.24%+8,51413F-HRTimeline
WEDBUSH SECURITIES INC22,784$3.49M0.1%+5,14813F-HRTimeline
Norris Financial Group, LLC22,111$3.38M1.15%+13413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,524$3.29M0.03%-34613F-HRTimelineGroup
Hedeker Wealth, LLC21,491$3.29M0.69%+92713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding21,416$3.28M+3,953Timeline
BIP Wealth, LLC21,328$3.26M0.12%new13F-HRTimeline
Gladstone Institutional Advisory LLC21,191$3.24M0.12%+5,47313F-HRTimeline
KPP Advisory Services LLC20,975$3.21M0.47%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.20,532$3.14M0.18%+13,52813F-HRTimeline
Mutual Advisors, LLC19,940$3.05M0.07%+6,60713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,719$2.86M0.09%+1,30313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC18,581$2.84M0.06%+1,64813F-HRTimeline
Waverly Advisors, LLC17,465$2.67M0.02%+12,92813F-HRTimeline
J.W. COLE ADVISORS, INC.19,086$2.62M0.06%+9,03213F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV17,013$2.6M1.64%13F-HRTimeline
HighPoint Advisor Group LLC16,617$2.54M0.06%new13F-HRTimeline
Arax Advisory Partners16,482$2.52M0.07%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,987$2.45M0.04%+11,02913F-HRTimelineGroup
Waycross Investment Management Co15,759$2.41M2.12%+2,16113F-HRTimeline
Cornerstone Wealth Management, LLC15,648$2.39M0.12%+81013F-HRTimeline
Garden State Investment Advisory Servic…15,513$2.37M0.56%+11,88213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,422$2.36M0.05%+56813F-HRTimelineGroup
ARVEST INVESTMENTS, INC.15,306$2.34M0.33%+1,37013F-HRTimeline
MGO ONE SEVEN LLC14,789$2.26M0.05%+8,85013F-HRTimeline
Sage Capital Management, LLC14,751$2.26M1.04%-50713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC14,465$2.21M1.76%+44313F-HRTimeline
VestGen Advisors, LLC14,396$2.2M0.09%new13F-HRTimeline
Prospera Financial Services Inc14,120$2.16M0.04%-2,63613F-HRTimeline
Sigma Planning Corp13,846$2.12M0.06%+78313F-HRTimeline
Triumph Capital Management13,728$2.1M0.45%new13F-HRTimeline
Provident Co of the Employees of the He…13,578$2.08M2.16%013F-HRTimeline
Montis Financial, LLC13,526$2.07M0.41%-47913F-HRTimeline
Flaharty Asset Management, LLC13,238$2.03M0.25%-20713F-HRTimeline
American Institute for Advanced Investm…17,429$2.01M1.29%+17013F-HRTimeline
GTS SECURITIES LLC13,003$1.99M0.07%+7,78013F-HRTimeline
CORRADO ADVISORS, LLC12,938$1.98M0.99%+36013F-HRTimeline
Clear Creek Financial Management, LLC12,919$1.98M0.16%+1,60313F-HRTimeline
Wiser Advisor Group LLC12,728$1.95M2.23%+44413F-HRTimeline
Csenge Advisory Group12,657$1.94M0.09%new13F-HRTimeline
AE Wealth Management LLC12,283$1.88M0.01%+3,09513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding12,164$1.86M+1,577Timeline
Sunbelt Securities, Inc.12,013$1.84M0.12%+2,73113F-HRTimeline
Stegent Equity Advisors, Inc.11,817$1.81M1.41%+32613F-HRTimeline
WealthCare Investment Partners, LLC11,593$1.81M0.53%+22113F-HRTimeline
Mariner, LLCin group Mariner, LLC11,352$1.74M<0.01%+2,57113F-HRTimelineGroup
Mesirow Financial Investment Management…11,252$1.72M0.04%+2,01813F-HRTimeline
Forefront Wealth Partners, LLC11,153$1.71M0.81%+9513F-HRTimeline
Merit Financial Group, LLC11,048$1.69M0.01%+7,34913F-HRTimeline
Hutchens & Kramer Investment Management…11,001$1.68M0.58%new13F-HRTimeline
RFG Advisory, LLC10,934$1.67M0.03%+23113F-HRTimeline
WILLIAM JOHN SEMPOLINSKI10,880$1.66M0.82%13F-HRTimeline
Integrated Wealth Concepts LLC10,805$1.65M0.02%+9713F-HRTimeline
Bright Futures Wealth Management, LLC.10,048$1.54M1.14%-43313F-HRTimeline
Journey Beyond Wealth, LLC10,007$1.53M1.22%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,985$1.53M0.18%-6,72613F-HRTimeline
Meixler Investment Management, Ltd.9,735$1.49M0.91%-7313F-HRTimeline
ARS Investment Partners, LLC9,733$1.49M0.09%+2013F-HRTimeline
Biltmore Family Office, LLC9,678$1.48M0.2%+1,55613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …9,545$1.46M<0.01%new13F-HRTimelineGroup
COMERICA BANK9,469$1.45M0.01%+1,18513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd9,380$1.44M0.01%+5,27013F-HRTimelineGroup
Cambridge Advisors Inc.9,304$1.42M0.27%+2,66213F-HRTimeline
Stonebridge Financial Planning Group, L…9,109$1.39M0.5%+1,45513F-HRTimeline
Signal Advisors Wealth, LLC8,915$1.36M0.11%-50513F-HRTimeline
Sound Financial Strategies Group, LLC8,896$1.36M0.96%-7213F-HRTimeline
CWM, LLCin group CWM, LLC8,863$1.36M<0.01%+2,49913F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC8,818$1.35M0.68%new13F-HRTimeline
Summit Financial, LLC8,751$1.34M0.02%+5,84013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC8,728$1.34M0.49%+20613F-HRTimeline
Pekin Hardy Strauss, Inc.8,596$1.32M0.12%+6,48213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,469$1.3M0.04%+5,11013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,391$1.28M0.06%+1,22813F-HRTimeline
HBW ADVISORY SERVICES LLC8,268$1.27M0.14%-1,92513F-HRTimeline
Parallel Advisors, LLC8,266$1.26M0.02%-6,03613F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding7,897$1.21M+1,945Timeline
StoneX Group Inc.in group StoneX Group Inc.7,894$1.21M0.05%new13F-HRTimelineGroup
Moran Wealth Management, LLC7,845$1.2M0.04%+2,52813F-HRTimeline
Skyview Financial Group LLC7,778$1.19M1.23%13F-HRTimeline
Visionary Wealth Advisors7,665$1.17M0.05%+5,58913F-HRTimeline
Sequent Planning LLC7,506$1.15M0.29%+6,17113F-HRTimeline
IHT Wealth Management, LLC7,476$1.15M0.03%-19713F-HRTimeline
Scarborough Advisors, LLC7,467$1.14M0.19%+5,29413F-HRTimeline
First Growth Capital LLC6,423$1.14M1.01%13F-HRTimeline
Ashton Thomas Private Wealth, LLC7,383$1.13M0.03%+2,35313F-HRTimeline
Avior Wealth Management, LLC7,371$1.13M0.04%+3,82213F-HRTimeline
SeaCrest Wealth Management, LLC7,108$1.11M0.11%+32913F-HRTimeline
Sovran Advisors, LLC6,882$1.08M0.09%-3,44013F-HRTimeline
BLAIR WILLIAM & CO/IL7,055$1.08M<0.01%+3,94213F-HRTimeline
Walkner Condon Financial Advisors LLC7,042$1.08M0.15%+3,29013F-HRTimeline
Cottage Street Advisors LLC6,949$1.06M0.45%+81113F-HRTimeline
Quantum Private Wealth, LLC6,865$1.05M0.31%+1,15413F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC6,802$1.04M0.39%-1,11013F-HRTimeline
Farther Finance Advisors, LLC6,779$1.04M0.01%+16313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6,740$1.03M0.49%+2,48813F-HRTimelineGroup
Gateway Wealth Partners, LLC6,735$1.03M0.11%+2,26713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,708$1.03M0.08%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,698$1.02M0.02%+3,07613F-HRTimelineGroup
Integrity Investment Advisors, LLC6,510$996K0.55%+4,07713F-HRTimeline