FIRST TRST NASD CL EDG SGIIF GRID
$184.17
-1.6% 52w: $130.81 – $199.00
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data130.81164.91199.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
539
+78 QoQ
13F value
$4.16B
+28.1% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
4.9×
$6.7M calls / $1.4M puts
Institutional value by quarter
Number of holders
Who owns GRID?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.2M | $530.9M | 0.0% | +10.0% |
| LPL Financial LLC | Bank broker | 2.1M | $349.9M | 0.1% | +25.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.1M | $347.0M | 0.0% | +19.1% |
| UBS Group AG | Bank broker | 1.6M | $263.0M | 0.0% | +26.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.3M | $214.0M | 0.0% | +27.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 962.4K | $157.4M | 0.0% | +35.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 853.7K | $139.7M | 0.0% | +57.8% |
| Cetera Investment Advisers | Wealth advisor | 568.1K | $92.9M | 0.1% | +160.5% |
| ROYAL BANK OF CANADA | Bank broker | 441.1K | $72.2M | 0.0% | +62.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 384.5K | $62.9M | 0.0% | +106.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 360.4K | $59.0M | 0.1% | +35.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 340.0K | $55.6M | 0.1% | +59.2% |
| HighTower Advisors, LLC | Diversified mechanical | 325.1K | $53.2M | 0.1% | +5.4% |
| FIL Ltd | Other | 303.9K | $49.7M | 0.0% | +13.9% |
| Independent Advisor Alliance | Wealth advisor | 292.5K | $47.8M | 0.5% | New |
| TRAPHAGEN INVESTMENT ADVISORS LLC | Wealth advisor | 280.2K | $45.8M | 3.7% | -21.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 277.0K | $45.3M | 0.0% | +6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 246.2K | $40.3M | 0.1% | +23.2% |
| Perigon Wealth Management, LLC | Wealth advisor | 228.8K | $37.4M | 0.7% | -6.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 218.1K | $35.7M | 0.0% | +36.9% |
| Nan Shan Life Insurance Co., Ltd. ★2 | Fundamental diversified | 217.8K | $35.6M | 1.3% | New |
| Arlington Financial Advisors, LLC | Wealth advisor | 211.5K | $34.6M | 4.9% | -8.8% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 211.3K | $34.6M | 0.4% | +7.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 203.9K | $32.5M | 0.0% | +52.7% |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | Wealth advisor | 198.0K | $32.4M | 4.1% | Held |
| Atria Investments, Inc | Wealth advisor | 197.8K | $32.4M | 0.4% | +591.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 189.3K | $31.0M | 0.1% | +53.6% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 166.1K | $27.2M | 0.0% | +392.0% |
| CITIGROUP INC | Bank broker | 162.6K | $26.6M | 0.0% | +37.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 160.1K | $26.2M | 0.1% | +29.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 140.0K | $22.9M | 0.0% | +2.7% |
| Aprio Wealth Management, LLC | Wealth advisor | 132.1K | $21.6M | 1.2% | +21.1% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | Other | 120.1K | $19.7M | 0.3% | +6.4% |
| Private Advisor Group, LLC | Wealth advisor | 118.2K | $19.3M | 0.1% | +44.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 112.1K | $18.3M | 0.0% | +7.7% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | Wealth advisor | 111.6K | $18.3M | 1.2% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 100.2K | $16.4M | 0.0% | +65.2% |
| JANE STREET GROUP, LLC | Market maker | 99.0K | $16.2M | 0.0% | -1.0% |
| Presidio Capital Management, LLC | Wealth advisor | 98.9K | $16.2M | 4.7% | +4.2% |
| CacheTech Inc. | Wealth advisor | 98.0K | $16.0M | 3.1% | -2.0% |
| Legacy Edge Advisors, LLC | Wealth advisor | 95.8K | $15.7M | 1.6% | +1.6% |
| JPMORGAN CHASE & CO | Bank broker | 97.8K | $15.4M | 0.0% | +234.8% |
| Adams Wealth Management | Wealth advisor | 92.6K | $15.2M | 3.3% | -2.8% |
| Snowden Capital Advisors LLC | Diversified mechanical | 81.2K | $13.3M | 0.4% | +14.8% |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 79.4K | $13.0M | 0.8% | +286.9% |
| BFI Infinity Ltd. | Wealth advisor | 73.3K | $12.0M | 6.7% | +4.8% |
| First Heartland Consultants, Inc. | Wealth advisor | 72.3K | $11.8M | 0.9% | -22.6% |
| Rathbones Group PLC | Other | 69.2K | $11.3M | 0.0% | +0.6% |
| Equitable Holdings, Inc. | Wealth advisor | 73.5K | $11.3M | 0.1% | +20.7% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 67.7K | $11.1M | 0.1% | +154.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.