GRID institutional holders

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · 645 reporting institutions · $6.1B reported value

Funds that can replace GRID · GRID return decomposition

Institutional holdings

Institutions reporting GRID, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$721.1M23,1852026-06-30
Lpl Financial LLC$513.9M23,4582026-06-30
Bank of America Corp /de$465.9M02026-06-30
UBS Group AG$379.2M02026-06-30
Wells Fargo & Company/mn$335.6M02026-06-30
Raymond James Financial Inc$249M02026-06-30
Ameriprise Financial Inc$224.9M02026-06-30
Prudential PLC$155.3M02026-06-30
Cetera Investment Advisers$143.9M10,3702026-06-30
Royal Bank of Canada$107.4M02026-06-30
Envestnet Pmc$82.5M602026-06-30
Fil Ltd$80.4M02026-06-30
Osaic Holdings, Inc.$79.2M02026-06-30
Hightower Advisors, LLC$74.7M1,0462026-06-30
Northwestern Mutual Wealth Management Co$74.2M02026-06-30
Stifel Financial Corp$65M02026-06-30
Jones Financial Companies LLLP$64.7M02026-06-30
Commonwealth Equity Services, LLC$60.6M2,8632026-06-30
MML Investors Services, LLC$55.8M5,1202026-06-30
Traphagen Investment Advisors LLC$51.9M162026-06-30
Atria Investments, Inc$47.8M62026-06-30
Perigon Wealth Management, LLC$45.7M922026-06-30
Meitav Investment House Ltd$45M02026-06-30
Kestra Advisory Services, LLC$41.5M1,4792026-06-30
Arlington Financial Advisors, LLC$39.6M82026-06-30
Jane Street Group, LLC$38.4M02026-06-30
Mivtachim the Workers Social Insurance Fund Ltd. (under Special Management)$38M02026-06-30
Citigroup Inc$36.9M02026-06-30
Alpine Global Management, LLC$36.4M02025-09-30
Jpmorgan Chase & Co$28.8M02026-06-30
Captrust Financial Advisors$28M9622026-06-30
Aprio Wealth Management, LLC$26.7M362026-06-30
Old Mission Capital LLC$25.8M02026-06-30
Edmond de Rothschild Holding S.A.$25.2M02026-06-30
Goldman Sachs Group Inc$23M02026-06-30
Presidio Capital Management, LLC$22.3M92026-06-30
Private Advisor Group, LLC$22M9272026-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$21.5M02026-06-30
Truist Financial Corp$21M02026-06-30
MacKenzie Financial Corp$19.5M02026-06-30
First Trust Advisors LP$19.3M6072026-06-30
Equitable Holdings, Inc.$18.7M02026-06-30
Legacy Edge Advisors, LLC$18.2M182026-06-30
Newedge Advisors$18.2M6012026-06-30
Armstrong Advisory Group, Inc$18.1M142026-06-30
Cachetech Inc.$17.9M32026-06-30
Adams Wealth Management$16.7M102026-06-30
Van Eck Associates Corp.$16.7M02026-06-30
Nan Shan Life Insurance Co., Ltd.$16.6M02026-06-30
McKinley Carter Wealth Services, Inc.$16.3M252026-06-30
Steward Partners Investment Advisory, LLC$16.2M4812026-06-30
Snowden Capital Advisors LLC$16.1M1222026-06-30
360 Financial$15.5M102026-06-30
Bfi Infinity Ltd.$14.7M02026-06-30
Prime Capital Financial$14.5M2652026-06-30
First Heartland Consultants, Inc.$13.9M992026-06-30
Maniro Ltd$13.6M02026-06-30
Almanack Investment Partners, Llc.$13.6M142026-06-30
Modern Wealth Management, LLC$13.6M1612026-06-30
Wespac Advisors Socal, LLC$13.5M102026-06-30
Baird Financial Group, Inc.$13.4M02026-06-30
Rockefeller Capital Management LP$13.1M3462026-06-30
Searcy Financial Services Inc /adv$13M82026-06-30
Assetmark, Inc$12.9M2202026-06-30
Hobart Private Capital, LLC$12.5M122026-06-30
Black Swift Group, LLC$12.5M92026-06-30
D.A. Davidson & Co.$12.2M6892026-06-30
Federation Des Caisses Desjardins Du Quebec$11.8M02026-06-30
Exchange Traded Concepts, LLC$11.6M02026-06-30
The Fiduciary Alliance$11.3M492026-06-30
Crumly & Associates Inc.$11.1M62026-06-30
Thryve Wealth Management$10.7M42026-06-30
Ameliora Wealth Management Ltd.$10.2M02026-06-30
Moneta Group Investment Advisors LLC$10M2562026-06-30
Kingsview Wealth Management, LLC$9.9M1152026-06-30
Wealthcare Advisory Partners LLC$9.6M1702026-06-30
Pecaut & Co.$9.5M32026-06-30
Pfg Investments, LLC$9.4M02026-06-30
Harbour Investments, Inc.$9.2M2472026-06-30
Arax Advisory Partners$9.2M2322026-06-30
Richard P. Slaughter Associates, Inc.$9.1M142026-06-30
Monon Wealth Management$9M72026-06-30
Alaska Permanent Capital Management, LLC$8.9M12026-06-30
Prospera Financial Services, Inc.$8.9M2702026-06-30
Fourpath Capital Management, LLC$8.8M72026-06-30
Kingswood Wealth Advisors, LLC$8.6M1232026-06-30
Concurrent Investment Advisors, LLC$8.6M3492026-06-30
Bogart Wealth, LLC$8.4M242026-06-30
Kestra Private Wealth Services, LLC$8.4M2062026-06-30
Oppenheimer & Co. Inc.$8.3M1,1662026-06-30
Rathbones Group PLC$8.2M02026-06-30
Bank of New York Mellon Corp$8.1M02026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$7.9M02026-06-30
Mai Capital Management$7.9M3082026-06-30
Wealthbridge Capital Management, LLC$7.9M52026-06-30
Kpp Advisory Services LLC$7.8M222026-06-30
Hms Capital Management, LLC$7.6M62026-06-30
Clear Creek Financial Management, LLC$7.6M442026-06-30
Waycross Investment Management Co$7.6M42026-06-30
Sky-Mountain Capital Management, Inc.$7.5M22026-06-30
Stratos Wealth Partners, Ltd.$7.5M3862026-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd$7.3M02026-06-30
Hbw Advisory Services LLC$7.3M682026-06-30
Csenge Advisory Group$7.2M752026-06-30
Waverly Advisors, LLC$7M2312026-06-30
Manchester Financial Inc$6.9M112026-06-30
&partners$6.8M5552026-06-30
Trivium Point Advisory, LLC$6.8M182026-06-30
Ferguson Shapiro LLC$6.7M02026-06-30
Wpg Advisers, LLC$6.5M42026-06-30
Pcg Wealth Advisors, LLC$6.5M182026-06-30
Private Wealth Advisors, LLC$6.4M22026-06-30
Sageguard Financial Group, LLC$6.4M142026-06-30
Gaddis Premier Wealth Advisors LLC$6.2M82026-06-30
Able Financial Group, LLC$6M92026-06-30
Independent Financial Group, LLC$6M4812026-06-30
Wcg Wealth Advisors LLC$6M1302026-06-30
Graney & King, LLC$5.9M42026-06-30
Sanctuary Advisors, LLC$5.9M4012026-06-30
International Assets Investment Management, LLC$5.8M1222026-06-30
Southern Capital Services Inc /adv$5.7M52026-06-30
New. Advisory Services, LLC$5.7M152026-06-30
Eagle Strategies LLC$5.6M2,4962026-06-30
Kickstand Ventures, Llc.$5.6M62026-06-30
Redhawk Wealth Advisors, Inc.$5.5M432026-06-30
Norris Financial Group, LLC$5.4M42026-06-30
Merit Financial Group, LLC$5.4M2952026-06-30
Sigma Planning Corp$5.3M4742026-06-30
Tcfg Investment Advisors, LLC$5.3M312026-06-30
Cedar Cove Wealth Partners$5.2M102026-06-30
Owen Larue, LLC$5.1M42026-06-30
Mesirow Financial Investment Management, Inc.$5M922026-06-30
Oxford Wealth Group, LLC$5M02026-06-30
Gladstone Institutional Advisory LLC$4.9M1082026-06-30
Ae Wealth Management LLC$4.9M4712026-06-30
Mutual Advisors, LLC$4.9M1532026-06-30
Integrated Wealth Concepts LLC$4.9M4802026-06-30
Mariner, LLC$4.9M02026-06-30
Dunhill Financial, LLC$4.8M122026-06-30
Bip Wealth, LLC$4.8M622026-06-30
Hamilton Wealth, LLC$4.8M32026-06-30
Mgo One Seven LLC$4.8M1182026-06-30
Migdal Insurance & Financial Holdings Ltd.$4.7M02026-06-30
Arch Global Advisors, LLC$4.7M62026-06-30
Benjamin Edwards Inc$4.7M02026-06-30
Hedeker Wealth, LLC$4.6M22026-06-30
Concorde Asset Management, LLC$4.6M792026-06-30
J.W. Cole Advisors, Inc.$4.6M4992026-06-30
Great Valley Advisor Group, LLC$4.5M2052026-06-30
Insigneo Advisory Services, LLC$4.5M2252026-06-30
Avior Wealth Management, LLC$4.3M692026-06-30
Cumberland Partners Ltd$4.3M02026-06-30
Stonex Group Inc.$4.3M02026-06-30
Etf Architect$4.3M62026-06-30
Rfg Advisory, LLC$4.2M1912026-06-30
Tcfg Wealth Management, LLC$4.1M02026-03-31
Gts Securities LLC$4.1M02026-06-30
Highpoint Advisor Group LLC$4.1M1142026-06-30
Principal Securities, Inc.$4M1,4632026-06-30
Focus Partners Wealth$3.9M1,0482026-06-30
Golden State Wealth Management, LLC$3.9M472026-06-30
Vvr Holdings LLC$3.9M22026-06-30
William John Sempolinski$3.7M02026-06-30
Bank of Montreal /can$3.7M02026-06-30
Wealthcare Investment Partners LLC$3.7M62026-06-30
Cornerstone Wealth Management, LLC$3.7M02026-06-30
Sage Advisory Services, Ltd.co.$3.6M02026-06-30
Daymark Wealth Partners, LLC$3.5M372026-06-30
Summit Financial, LLC$3.5M2292026-06-30
Focus Partners Advisor Solutions, LLC$3.4M422026-06-30
Blair William & Co/il$3.4M3292026-06-30
Alaska Wealth Advisors, LLC$3.4M132026-06-30
Spire Wealth Management$3.4M32026-06-30
Triad Wealth Partners, LLC$3.3M492026-06-30
Parallel Advisors, LLC$3.3M752026-06-30
Forefront Wealth Partners, LLC$3.3M302026-06-30
Arkadios Wealth Advisors$3.2M2262026-06-30
Triumph Capital Management$3.2M142026-06-30
Journey Beyond Wealth, LLC$3.2M42026-06-30
CIBC World Market Inc.$3.2M02026-06-30
Smart Wealth LLC$3.1M192026-06-30
Visionary Wealth Advisors$3.1M462026-06-30
Manufacturers Life Insurance Company, the$3.1M02026-06-30
Rfg - Bristol Wealth Advisors, LLC$3M52026-06-30
Signal Advisors Wealth, LLC$3M452026-06-30
Seia$3M1412026-06-30
Gallagher Fiduciary Advisors, LLC$3M1262026-06-30
Arvest Investments, Inc.$2.8M2042026-06-30
Alliancebernstein LP$2.8M5172026-06-30
Sage Capital Management, LLC$2.8M32026-06-30
Integrity Investment Advisors, LLC$2.8M22026-06-30
Kraematon Investment Advisors, Inc.$2.7M12026-06-30
1858 Wealth Management, LLC$2.7M02025-09-30
Corrado Advisors, LLC$2.7M52026-06-30
Gateway Wealth Partners, LLC$2.7M1012026-06-30
Vestgen Advisors, LLC$2.7M582026-06-30
Moors & Cabot, Inc.$2.7M822026-06-30
Liberty One Investment Management, LLC$2.6M152026-06-30
Oak Family Advisors, LLC$2.6M52026-06-30
Provident Co of the Employees of the Hebrew University Ltd$2.6M02026-06-30
Ameritas Advisory Services, LLC$2.6M5502026-06-30
Apollon Wealth Management, LLC$2.6M1512026-06-30
Ifp Advisors, Inc$2.6M3182026-06-30
Aim Capital$2.5M22026-06-30
Stegent Equity Advisors, Inc.$2.5M22026-06-30
Montis Financial, LLC$2.4M162026-06-30
Wiser Advisor Group LLC$2.4M32026-06-30
Nations Financial Group Inc, /ia/ /adv$2.4M02026-06-30
Fifth Third Bancorp$2.4M02026-06-30
Sunbelt Securities, Inc.$2.4M632026-03-31
Dakota Wealth Management$2.4M02026-06-30
Moran Wealth Management, LLC$2.3M352026-06-30
Pekin Hardy Strauss, Inc.$2.3M82026-06-30
Walkner Condon Financial Advisors LLC$2.3M152026-06-30
Biltmore Family Office, LLC$2.2M162026-06-30
Cambridge Advisors Inc.$2.1M42026-06-30
Bos Asset Management, LLC$2M102026-06-30
Stonebridge Financial Planning Group, LLC$2M52026-06-30
Ashton Thomas Private Wealth, LLC$2M962026-06-30
Alpha Financial Partners LLC$1.9M62026-06-30
Fire Capital Management, LLC$1.9M32026-06-30
Ars Investment Partners, LLC$1.9M52026-06-30
Marshall Investment Management, LLC$1.9M82026-06-30
Alexis Investment Partners, LLC$1.8M02026-06-30
Tradewell Tax & Financial$1.8M42026-06-30
Quantum Private Wealth, LLC$1.8M12026-06-30
Acropolis Investment Management, LLC$1.8M372026-06-30
Tradition Wealth Management, LLC$1.8M232026-06-30
Capital Cs Group, LLC$1.8M42026-06-30
Foundations Investment Advisors, LLC$1.8M3022026-06-30
Flagship Harbor Advisors, LLC$1.8M602026-06-30
Prosperity Financial Group, Inc.$1.7M02026-06-30
Legacy Wealth Managment, Llc/id$1.7M492026-06-30
Level Four Advisory Services$1.7M1412026-06-30
Leclair Wealth Partners LLC$1.7M42026-06-30
Benson Wealth Management, Inc.$1.6M22026-06-30
Wealth Enhancement Advisory Services, LLC$1.6M1,0262026-06-30
Meixler Investment Management, Ltd.$1.6M12026-06-30
United Advisor Group, LLC$1.6M582026-06-30
Elequin Capital, LP$1.6M02026-06-30
Seaview Investment Managers LLC$1.6M102026-06-30
Cedrus Wealth Group LLC$1.6M62026-06-30
Cwm, LLC$1.6M6672026-03-31
Arrowroot Family Office, LLC$1.6M132026-06-30
Pks Advisory Services, LLC$1.6M462026-06-30
Providence First Trust Co$1.5M02026-06-30
Cottage Street Advisors$1.5M22026-06-30
Titleist Asset Management, LLC$1.5M432026-06-30
Proactive Wealth Strategies, LLC$1.5M52026-06-30
Fig Financial Advisory Services Inc /adv$1.5M32026-06-30

The 250 largest of 645 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30