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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
MORGAN STANLEYin group MORGAN STANLEY3,245,231$531M0.03%+296,25513F-HRTimelineGroup
LPL Financial LLC2,138,732$350M0.09%+438,93013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,121,584$347M0.03%+340,82613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,609,581$263M+340,642Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,308,056$214M0.04%+284,16813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC962,414$157M0.05%+253,64013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC853,686$140M0.03%+312,84513F-HR/ATimelineGroup
Cetera Investment Advisers568,057$92.9M0.1%+349,96413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA441,118$72.2M0.01%+168,92913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding384,487$62.9M+196,462Timeline
COMMONWEALTH EQUITY SERVICES, LLC360,420$59M0.08%+93,98313F-HRTimeline
Cambridge Investment Research Advisors,…340,004$55.6M0.14%+126,43313F-HRTimeline
HighTower Advisors, LLC325,130$53.2M0.06%+16,75213F-HRTimeline
FIL Ltdin group FIL Ltd303,882$49.7M0.04%+37,05913F-HRTimelineGroup
Independent Advisor Alliance292,512$47.8M0.51%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC280,152$45.8M3.71%-76,36513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP276,970$45.3M0.04%+15,60513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.246,169$40.3M0.06%+46,29313F-HRTimelineGroup
Perigon Wealth Management, LLC228,834$37.4M0.68%-17,08413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…218,109$35.7M0.02%+58,84513F-HRTimelineGroup
Nan Shan Life Insurance Co., Ltd.217,775$35.6M1.29%new13F-HRTimeline
Arlington Financial Advisors, LLC211,491$34.6M4.93%-20,52913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD211,340$34.6M0.38%+14,12513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP203,908$32.5M0.02%+70,33813F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …198,000$32.4M4.1%013F-HRTimelineGroup
Atria Investments, Inc197,827$32.4M0.36%+169,23613F-HRTimeline
MML INVESTORS SERVICES, LLC189,273$31M0.09%+66,02313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding182,924$29.9M+48,237Timeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP166,108$27.2M0.02%+132,34513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC162,585$26.6M0.02%+44,39413F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding149,601$24.5M0Timeline
CAPTRUST FINANCIAL ADVISORS140,026$22.9M0.04%+3,63213F-HRTimeline
Aprio Wealth Management, LLC132,078$21.6M1.18%+23,00213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …120,133$19.7M0.28%+7,20013F-HRTimelineGroup
Private Advisor Group, LLC118,191$19.3M0.09%+36,34413F-HRTimeline
Janney Montgomery Scott LLC112,069$18.3M0.05%+8,00013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP100,209$16.4M0.02%+39,56313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC99,022$16.2M0.02%-97813F-HRTimelineGroup
Presidio Capital Management, LLC98,939$16.2M4.7%+4,02513F-HRTimeline
CacheTech Inc.98,024$16M3.09%-2,03913F-HRTimeline
Legacy Edge Advisors, LLC95,789$15.7M1.65%+1,49713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97,751$15.4M<0.01%+68,55113F-HR/ATimelineGroup
Adams Wealth Management92,636$15.2M3.33%-2,63713F-HRTimeline
Snowden Capital Advisors LLC81,165$13.3M0.35%+10,43413F-HRTimeline
McKinley Carter Wealth Services, Inc.79,446$13M0.75%+58,91413F-HRTimeline
BFI Infinity Ltd.73,260$12M6.72%+3,35213F-HR/ATimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding72,616$11.9M+5,908Timeline
First Heartland Consultants, Inc.72,329$11.8M0.91%-21,07013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.73,474$11.3M0.07%+12,61613F-HRTimelineGroup
Steward Partners Investment Advisory, L…67,714$11.1M0.06%+41,11013F-HRTimeline
WESPAC Advisors SoCal, LLC67,149$11M2.34%+14,56113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.64,760$10.6M0.02%+60,82613F-HRTimelineGroup
Black Swift Group, LLC64,712$10.6M1.85%+3,37313F-HRTimeline
Prime Capital Investment Advisors, LLC63,949$10.5M0.12%+39,39613F-HRTimeline
Fiduciary Alliance LLC57,171$10.3M0.62%+2,07913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,937$10.1M0.01%+11,01313F-HRTimelineGroup
Modern Wealth Management, LLC60,466$10.1M0.17%-13113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC60,597$9.91M0.02%+26,64113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…58,206$9.52M0.03%+6,11813F-HRTimeline
D.A. DAVIDSON & CO.56,455$9.23M0.06%+6,36513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC54,300$8.88M0.05%-48,50013F-HRTimelineGroup
WCG Wealth Advisors LLC53,921$8.82M0.25%+17,30913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding53,804$8.8M+119Timeline
THRYVE WEALTH MANAGEMENT LLC52,652$8.61M5.75%+1,76113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC52,450$8.58M0.07%+10,12113F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding50,702$8.29M+21,245Timeline
PECAUT & CO.49,962$8.17M2.65%+73113F-HRTimeline
PFG Investments, LLC48,442$7.92M0.37%+10813F-HRTimeline
Richard P Slaughter Associates Inc48,360$7.91M1.71%-85213F-HRTimeline
OLD MISSION CAPITAL LLC47,616$7.79M0.18%+9,28613F-HRTimeline
Hutchens & Kramer Investment Management…47,417$7.76M2.45%+36,41613F-HRTimeline
NewEdge Advisors, LLC47,263$7.73M0.03%+16,24513F-HR/ATimeline
Crumly & Associates Inc.46,975$7.68M1.61%-2,16413F-HRTimeline
HARBOUR INVESTMENTS, INC.46,439$7.6M0.12%+15,79813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,794$7.49M0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,579$7.46M0.01%+2,70913F-HRTimelineGroup
Kingsview Wealth Management, LLC45,000$7.36M0.1%+6,97513F-HRTimeline
Ameliora Wealth Management Ltd.44,520$7.28M2.32%-46813F-HRTimeline
Bogart Wealth, LLC43,384$7.1M0.27%+2,07713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp43,019$7.04M<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,400$6.77M0.08%+3,48613F-HRTimelineGroup
Maniro Ltd40,603$6.64M2.01%new13F-HRTimeline
HMS Capital Management, LLC40,471$6.62M2.56%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,462$6.46M0.07%+5,51413F-HRTimelineGroup
MANCHESTER FINANCIAL INC38,968$6.37M1.22%-1,24013F-HRTimeline
WealthBridge Capital Management, LLC38,270$6.26M1.44%+2,11313F-HRTimeline
MAI Capital Management37,769$6.18M0.04%+5,12513F-HRTimeline
Ferguson Shapiro LLC37,076$6.06M1.85%+3,10813F-HRTimeline
PCG Wealth Advisors, LLC36,256$5.93M1.5%+2,24113F-HRTimeline
KPP Advisory Services LLC34,808$5.69M0.83%+13,83313F-HRTimeline
Waycross Investment Management Co34,633$5.67M5.41%+18,87413F-HRTimeline
Rathbones Group PLC34,603$5.66M0.02%+21913F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,579$5.66M0.01%+7,44513F-HRTimelineGroup
Waverly Advisors, LLC34,266$5.61M0.04%+16,80113F-HRTimeline
Elequin Capital, LP216,061$5.32M0.49%new13F-HRTimeline
KICKSTAND VENTURES, LLC.32,137$5.26M1.11%+1313F-HRTimeline
HBW ADVISORY SERVICES LLC31,394$5.14M0.54%+23,12613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,310$5.12M0.24%+5,51013F-HRTimeline
Mariner, LLCin group Mariner, LLC31,069$5.08M0.01%+19,71713F-HRTimelineGroup
Gaddis Premier Wealth Advisors LLC30,881$5.05M3.73%+76313F-HRTimeline
Sanctuary Advisors, LLC29,743$4.87M0.03%+34013F-HRTimeline
WPG Advisers, LLC29,648$4.85M3.57%+23,83413F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.29,328$4.8M3.44%-5,45713F-HRTimeline
ABLE Financial Group, LLC29,325$4.8M0.94%new13F-HRTimeline
Graney & King, LLC28,576$4.67M2.52%+27,80613F-HRTimeline
Eagle Strategies LLC28,517$4.66M0.56%+2,14313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,326$4.63M0.1%+9,74513F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding27,463$4.49M+6,047Timeline
SOUTHERN CAPITAL SERVICES INC /ADV27,213$4.45M2.86%+10,20013F-HRTimeline
&PARTNERS27,016$4.41M0.02%-6813F-HRTimeline
N.E.W. Advisory Services LLC26,502$4.34M0.32%+20,31613F-HRTimeline
Dunhill Financial, LLC35,637$4.32M1.02%+12,04513F-HRTimeline
Owen LaRue, LLC26,079$4.27M1.64%-8,08913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,473$4.25M0.3%+2,24213F-HRTimeline
Arax Advisory Partners25,086$4.1M0.12%+8,60413F-HRTimeline
Concorde Asset Management, LLC24,835$4.06M1.99%+22,26713F-HRTimeline
WEDBUSH SECURITIES INC23,933$3.92M0.11%+1,14913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding23,925$3.91M+11,761Timeline
Hedeker Wealth, LLC23,692$3.88M0.82%+2,20113F-HRTimeline
Arch Global Advisors, LLC23,558$3.85M2.01%13F-HRTimeline
MGO ONE SEVEN LLC23,154$3.79M0.08%+8,36513F-HRTimeline
Oxford Wealth Group, LLC22,941$3.75M2.05%-3,72313F-HRTimeline
Redhawk Wealth Advisors, Inc.22,906$3.75M0.41%-1,30813F-HRTimeline
BIP Wealth, LLC22,884$3.74M0.15%+1,55613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,850$3.74M0.04%-2,30613F-HRTimelineGroup
Mutual Advisors, LLC22,775$3.73M0.08%+2,83513F-HRTimeline
Norris Financial Group, LLC22,763$3.72M1.22%+65213F-HRTimeline
Sigma Planning Corp22,758$3.72M0.1%+8,91213F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd22,591$3.7M0.28%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC22,560$3.69M0.14%+15,82513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …21,865$3.58M0.03%+34113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …21,725$3.55M<0.01%+12,18013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,383$3.5M0.05%+5,39613F-HRTimelineGroup
Deane Retirement Strategies, Inc.21,203$3.46M1.39%new13F-HRTimeline
J.W. COLE ADVISORS, INC.20,822$3.41M0.12%+1,73613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,693$3.38M0.06%+5,27113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…20,649$3.38M0.41%+10,66413F-HRTimeline
Gladstone Institutional Advisory LLC20,132$3.29M0.12%-1,05913F-HRTimeline
Merit Financial Group, LLC20,040$3.28M0.02%+8,99213F-HRTimeline
Clear Creek Financial Management, LLC19,577$3.2M0.25%+6,65813F-HRTimeline
Sage Advisory Services, Ltd.Co.19,134$3.13M1.71%new13F-HRTimeline
Cornerstone Wealth Management, LLC18,122$2.96M0.15%+2,47413F-HRTimeline
Prospera Financial Services Inc18,072$2.96M0.05%+3,95213F-HRTimeline
HighPoint Advisor Group LLC17,919$2.93M0.12%+1,30213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,531$2.87M+13,887Timeline
Journey Beyond Wealth, LLC17,099$2.8M2.4%+7,09213F-HRTimeline
AE Wealth Management LLC16,912$2.77M0.01%+4,62913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,693$2.73M0.15%+8,79913F-HRTimelineGroup
SageGuard Financial Group, LLC16,691$2.73M0.42%new13F-HRTimeline
WILLIAM JOHN SEMPOLINSKI16,640$2.72M1.37%+5,76013F-HRTimeline
Mesirow Financial Investment Management…15,969$2.61M0.04%+4,71713F-HRTimeline
VestGen Advisors, LLC13,251$2.59M0.07%-1,14513F-HRTimeline
RFG Advisory, LLC15,556$2.54M0.05%+4,62213F-HRTimeline
ARVEST INVESTMENTS, INC.15,045$2.46M0.34%-26113F-HRTimeline
WealthCare Investment Partners, LLC14,287$2.4M0.67%+2,69413F-HRTimeline
Sage Capital Management, LLC14,662$2.4M1.13%-8913F-HRTimeline
VVR Holdings LLC14,636$2.39M1.24%new13F-HRTimeline
Sunbelt Securities, Inc.14,529$2.38M0.15%+2,51613F-HRTimeline
Golden State Wealth Management, LLC14,517$2.37M0.26%+9,80313F-HRTimeline
CORRADO ADVISORS, LLC14,277$2.34M1.22%+1,33913F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC14,180$2.32M1.89%-28513F-HRTimeline
Csenge Advisory Group13,694$2.24M0.1%+1,03713F-HRTimeline
Triumph Capital Management13,693$2.24M0.46%-3513F-HRTimeline
Private Wealth Advisors, LLC13,659$2.23M0.63%new13F-HRTimeline
Provident Co of the Employees of the He…13,578$2.22M3.5%013F-HRTimeline
Forefront Wealth Partners, LLC13,378$2.19M0.92%+2,22513F-HRTimeline
Montis Financial, LLC13,124$2.15M0.44%-40213F-HRTimeline
Avior Wealth Management, LLC13,065$2.14M0.06%+5,69413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management13,014$2.13M<0.01%new13F-HRTimelineGroup
American Institute for Advanced Investm…17,379$2.12M1.37%-5013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,961$2.12M0.07%+11,42213F-HRTimelineGroup
Flaharty Asset Management, LLC12,874$2.11M0.26%-36413F-HRTimeline
Wiser Advisor Group LLC12,718$2.08M2.51%-1013F-HRTimeline
Stegent Equity Advisors, Inc.12,640$2.07M1.76%+82313F-HRTimeline
Summit Financial, LLC11,844$1.94M0.02%+3,09313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,822$1.93M0.06%+3,35313F-HRTimeline
GTS SECURITIES LLC11,723$1.92M0.07%-1,28013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC11,597$1.9M0.51%+9,81813F-HRTimeline
IFP Advisors, Inc11,336$1.85M0.04%+5,11013F-HRTimeline
Dakota Wealth Management11,098$1.82M0.04%new13F-HR/ATimeline
Quantum Private Wealth, LLC11,020$1.8M0.56%+4,15513F-HRTimeline
Visionary Wealth Advisors10,951$1.79M0.08%+3,28613F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS10,786$1.76M0.93%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,771$1.76M0.04%+4,07313F-HRTimelineGroup
Moran Wealth Management, LLC10,679$1.75M0.05%+2,83413F-HRTimeline
Biltmore Family Office, LLC10,653$1.74M0.24%+97513F-HRTimeline
Arkadios Wealth Advisors10,315$1.69M0.03%+8,86313F-HRTimeline
Cambridge Advisors Inc.10,299$1.68M0.33%+99513F-HRTimeline
Walkner Condon Financial Advisors LLC10,076$1.65M0.22%+3,03413F-HRTimeline
Pekin Hardy Strauss, Inc.9,991$1.63M0.17%+1,39513F-HRTimeline
ARS Investment Partners, LLC9,911$1.62M0.08%+17813F-HRTimeline
Bright Futures Wealth Management, LLC.9,877$1.62M1.11%-17113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC9,686$1.58M0.76%+86813F-HRTimeline
CWM, LLCin group CWM, LLC9,659$1.58M<0.01%+79613F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC9,624$1.57M0.16%new13F-HRTimeline
Stonebridge Financial Planning Group, L…9,598$1.57M0.58%+48913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,326$1.53M<0.01%new13F-HRTimelineGroup
Alpha Financial Partners LLC9,308$1.52M0.9%new13F-HRTimeline
Acropolis Investment Management, LLC9,208$1.51M0.07%+6,99013F-HRTimeline
CIBC WORLD MARKET INC.9,203$1.51M<0.01%+6,39113F-HRTimeline