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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

Filings received so far for Q3 2026: 32 13F filers report a position in GRID shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Ayalon Insurance Comp Ltd.161,110$28.5M2.37%new13F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV69,851$12.4M4.42%+1,80013F-HRTimeline
Crumly & Associates Inc.69,834$12.4M2.2%+11,73913F-HRTimeline
First Heartland Consultants, Inc.64,783$11.5M0.76%-7,63413F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC56,381$9.99M5.57%+79213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC46,989$8.59M2.48%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC16,607$2.94M0.7%+96613F-HRTimeline
BOS Asset Management, LLC9,989$1.77M0.41%-30713F-HRTimeline
Acropolis Investment Management, LLC8,214$1.45M0.06%-1,37313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,909$1.4M0.09%-6313F-HRTimeline
Farther Finance Advisors, LLC6,691$1.19M0.01%-42413F-HRTimeline
CoreCap Advisors, LLC5,500$974K0.03%+1,15013F-HRTimeline
GK Wealth Management LLC4,196$743K0.42%-1,06713F-HRTimeline
TrueWealth Advisors, LLC3,115$552K0.12%+95513F-HRTimeline
SACKS & ASSOCIATES, LLC2,908$515K0.36%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,875$509K0.31%013F-HRTimeline
Factor Wealth Management LTD2,131$377K0.06%-9513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,119$375K0.07%new13F-HRTimeline
Avidian Wealth Enterprises, LLC2,004$355K0.01%-213F-HRTimeline
Baron Financial Group, LLC1,929$342K0.17%+22213F-HRTimeline
Nautilus Advisors LLC1,500$266K0.16%013F-HRTimeline
GoalVest Advisory LLC1,465$259K0.04%013F-HRTimeline
Balefire, LLC1,462$259K0.04%+23513F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC1,404$249K0.23%+34213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,188$210K0.02%013F-HRTimeline
Castleview Partners, LLC1,145$203K0.09%+3613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC960$170K0.01%-93,18313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC855$151K0.1%+10813F-HRTimeline
EASTERN BANK666$118K<0.01%013F-HRTimeline
CX Institutional82$14K<0.01%013F-HRTimeline
Roxbury Financial LLC55$9.83K0.01%013F-HRTimeline
Trust Co17$3.01K<0.01%+713F-HRTimeline