FIRST TRST NASD CL EDG SGIIF (GRID) Institutional Shareholders
FIRST TRST NASD CL EDG SGIIF (GRID) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.30B in GRID holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of GRID tracked by InsiderSet, reporting ownership valued at approximately $530.86M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $582.03M, representing an estimated gain of +9.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed GRID value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FIRST TRST NASD CL EDG SGIIF (GRID).
This page ranks the largest institutional GRID shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
568
Total Reported Value
$4.30B
Largest Holder
Morgan Stanley
Largest Position
$530.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.03% | 3,245,231 | $530,855,200 | $582,032,180 | +$51,176,980 | +9.64% | |
| Lpl Financial Llc | 0.09% | 2,138,732 | $349,853,712 | $383,581,584 | +$33,727,872 | +9.64% | |
| Bank Of America Corp | 0.03% | 2,121,584 | $347,048,785 | $380,506,090 | +$33,457,305 | +9.64% | |
| Ubs Group Ag | 0.05% | 1,608,027 | $263,041,056 | $288,399,642 | +$25,358,586 | +9.64% | |
| Wells Fargo & Company/Mn | 0.04% | 1,308,056 | $213,971,824 | $234,599,844 | +$20,628,020 | +9.64% | |
| Raymond James Financial Inc | 0.05% | 962,414 | $157,431,689 | $172,608,951 | +$15,177,262 | +9.64% | |
| Ameriprise Financial Inc | 0.03% | 853,686 | $139,665,108 | $153,108,584 | +$13,443,476 | +9.63% | |
| Cetera Investment Advisers | 0.10% | 568,057 | $92,922,750 | $101,881,023 | +$8,958,273 | +9.64% | |
| Royal Bank Of Canada | 0.01% | 441,118 | $72,158,000 | $79,114,513 | +$6,956,513 | +9.64% | |
| Envestnet Asset Management Inc | 0.02% | 384,487 | $62,894,376 | $68,957,743 | +$6,063,367 | +9.64% | |
| Commonwealth Equity Services, Llc | 0.08% | 316,289 | $60,648,474 | $56,726,432 | -$3,922,042 | -6.47% | |
| Hightower Advisors, Llc | 0.06% | 325,130 | $53,187,135 | $58,312,066 | +$5,124,931 | +9.64% | |
| Traphagen Investment Advisors Llc | 3.71% | 270,550 | $51,877,877 | $48,523,143 | -$3,354,735 | -6.47% | |
| Fil Ltd | 0.04% | 303,882 | $49,709,017 | $54,501,237 | +$4,792,220 | +9.64% | |
| Independent Advisor Alliance | 0.51% | 292,512 | $47,849,239 | $52,462,027 | +$4,612,788 | +9.64% | |
| Atria Investments, Inc | 0.48% | 249,265 | $47,796,510 | $44,705,678 | -$3,090,832 | -6.47% | |
| Stifel Financial Corp | 0.04% | 276,970 | $45,324,518 | $49,674,570 | +$4,350,052 | +9.60% | |
| Meitav Investment House Ltd | 0.30% | 234,602 | $44,984,934 | $42,075,869 | -$2,909,065 | -6.47% | |
| Kestra Advisory Services, Llc | 0.13% | 216,629 | $41,538,647 | $38,852,411 | -$2,686,236 | -6.47% | |
| Osaic Holdings, Inc. | 0.06% | 246,169 | $40,275,937 | $44,150,410 | +$3,874,473 | +9.62% | |
| Arlington Financial Advisors, Llc | 5.03% | 206,718 | $39,638,195 | $37,074,873 | -$2,563,322 | -6.47% | |
| Perigon Wealth Management, Llc | 0.68% | 228,834 | $37,432,702 | $41,041,378 | +$3,608,676 | +9.64% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 218,109 | $35,678,272 | $39,117,849 | +$3,439,577 | +9.64% | |
| Nan Shan Life Insurance Co., Ltd. | 1.29% | 217,775 | $35,623,635 | $39,057,946 | +$3,434,311 | +9.64% | |
| Jones Financial Companies Lllp | 0.02% | 203,908 | $32,523,615 | $36,570,900 | +$4,047,285 | +12.44% | |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.10% | 198,000 | $32,388,840 | $35,511,300 | +$3,122,460 | +9.64% | |
| Mml Investors Services, Llc | 0.09% | 189,273 | $30,961,288 | $33,946,113 | +$2,984,825 | +9.64% | |
| Aprio Wealth Management, Llc | 1.32% | 139,438 | $26,737,152 | $25,008,205 | -$1,728,947 | -6.47% | |
| Citigroup Inc | 0.02% | 162,585 | $26,595,644 | $29,159,620 | +$2,563,976 | +9.64% | |
| Captrust Financial Advisors | 0.04% | 140,026 | $22,905,533 | $25,113,663 | +$2,208,130 | +9.64% | |
| Presidio Capital Management, Llc | 5.58% | 116,384 | $22,316,629 | $20,873,470 | -$1,443,159 | -6.47% | |
| Private Advisor Group, Llc | 0.10% | 114,667 | $21,987,617 | $20,565,526 | -$1,422,091 | -6.47% | |
| Truist Financial Corp | 0.03% | 109,563 | $21,008,707 | $19,650,124 | -$1,358,583 | -6.47% | |
| Edmond De Rothschild Holding S.A. | 0.28% | 120,133 | $19,651,356 | $21,545,854 | +$1,894,498 | +9.64% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 1.20% | 111,625 | $18,259,617 | $20,019,944 | +$1,760,327 | +9.64% | |
| Armstrong Advisory Group, Inc | 1.10% | 94,143 | $18,051,999 | $16,884,547 | -$1,167,452 | -6.47% | |
| Mckinley Carter Wealth Services, Inc. | 0.84% | 85,108 | $16,319,401 | $15,264,120 | -$1,055,281 | -6.47% | |
| Jane Street Group, Llc | 0.02% | 99,022 | $16,198,019 | $17,759,596 | +$1,561,577 | +9.64% | |
| Cachetech Inc. | 3.09% | 98,024 | $16,034,778 | $17,580,604 | +$1,545,826 | +9.64% | |
| Legacy Edge Advisors, Llc | 1.65% | 95,789 | $15,669,223 | $17,179,757 | +$1,510,534 | +9.64% | |
| Adams Wealth Management | 3.33% | 92,636 | $15,153,409 | $16,614,267 | +$1,460,858 | +9.64% | |
| Bfi Infinity Ltd. | 7.06% | 76,586 | $14,685,366 | $13,735,699 | -$949,667 | -6.47% | |
| First Heartland Consultants, Inc. | 0.90% | 72,417 | $13,885,913 | $12,987,989 | -$897,924 | -6.47% | |
| Almanack Investment Partners, Llc. | 1.73% | 70,876 | $13,590,473 | $12,711,611 | -$878,862 | -6.47% | |
| Wespac Advisors Socal, Llc | 2.42% | 70,308 | $13,481,531 | $12,609,740 | -$871,791 | -6.47% | |
| Snowden Capital Advisors Llc | 0.35% | 81,165 | $13,276,968 | $14,556,943 | +$1,279,975 | +9.64% | |
| Searcy Financial Services Inc | 4.38% | 68,051 | $13,048,819 | $12,204,947 | -$843,872 | -6.47% | |
| Assetmark, Inc | 0.02% | 67,171 | $12,879,996 | $12,047,119 | -$832,877 | -6.47% | |
| Hobart Private Capital, Llc | 2.15% | 65,232 | $12,508,236 | $11,699,359 | -$808,877 | -6.47% | |
| D.A. Davidson & Co. | 0.07% | 63,610 | $12,197,250 | $11,408,454 | -$788,797 | -6.47% |
Frequently asked questions about GRID
Who owns the most GRID stock?
The largest holders of GRID are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRST NASD CL EDG SGIIF (GRID).
Is GRID widely held by superinvestors?
Many widely followed stocks like GRID appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GRID is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.