GRID Institutional Ownership & Shareholders
FIRST TRST NASD CL EDG SGIIF (GRID) is currently held by 621 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of GRID tracked by InsiderSet, reporting ownership valued at approximately $721.09M in its June 30, 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 $618.65M, representing an estimated loss of -14.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
621
Total Reported Value
$6.02B
Largest Holder
Morgan Stanley
Largest Position
$721.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 3,760,565 | $721,088,494 | $618,650,548 | -$102,437,946 | -14.21% | |
| Lpl Financial Llc | 0.12% | 2,679,859 | $513,862,945 | $440,863,604 | -$72,999,341 | -14.21% | |
| Bank Of America Corp | 0.03% | 2,429,772 | $465,908,829 | $399,721,792 | -$66,187,037 | -14.21% | |
| Ubs Group Ag | 0.06% | 1,977,757 | $379,234,905 | $325,360,804 | -$53,874,101 | -14.21% | |
| Wells Fargo & Company/Mn | 0.06% | 1,750,214 | $335,603,517 | $287,927,705 | -$47,675,812 | -14.21% | |
| Raymond James Financial Inc | 0.07% | 1,298,789 | $249,042,846 | $213,663,778 | -$35,379,068 | -14.21% | |
| Ameriprise Financial Inc | 0.05% | 1,164,931 | $224,926,282 | $191,642,799 | -$33,283,483 | -14.80% | |
| Prudential Plc | 0.85% | 809,658 | $155,251,922 | $133,196,838 | -$22,055,084 | -14.21% | |
| Clal Insurance Enterprises Holdings Ltd | 0.65% | 752,000 | $144,197,000 | $123,711,520 | -$20,485,480 | -14.21% | |
| Cetera Investment Advisers | 0.13% | 750,476 | $143,903,789 | $123,460,807 | -$20,442,982 | -14.21% | |
| Royal Bank Of Canada | 0.02% | 560,280 | $107,435,000 | $92,171,663 | -$15,263,337 | -14.21% | |
| Envestnet Asset Management Inc | 0.02% | 430,096 | $82,470,998 | $70,755,093 | -$11,715,905 | -14.21% | |
| Fil Ltd | 0.06% | 419,130 | $80,368,178 | $68,951,076 | -$11,417,102 | -14.21% | |
| Osaic Holdings, Inc. | 0.09% | 412,623 | $79,157,602 | $67,880,610 | -$11,276,992 | -14.25% | |
| Commonwealth Equity Services, Llc | 0.09% | 369,581 | $65,456,540 | $60,799,770 | -$4,656,770 | -7.11% | |
| Stifel Financial Corp | 0.05% | 339,050 | $65,032,347 | $55,777,116 | -$9,255,232 | -14.23% | |
| Jones Financial Companies Lllp | 0.03% | 349,709 | $64,734,691 | $57,530,628 | -$7,204,063 | -11.13% | |
| Mml Investors Services, Llc | 0.11% | 290,878 | $55,775,789 | $47,852,340 | -$7,923,449 | -14.21% | |
| Treasurer Of The State Of North Carolina | 0.13% | 259,526 | $49,764,000 | $42,694,622 | -$7,069,378 | -14.21% | |
| Kestra Advisory Services, Llc | 0.14% | 268,267 | $47,512,773 | $44,132,604 | -$3,380,169 | -7.11% | |
| Atria Investments, Inc | 0.44% | 257,335 | $45,576,576 | $42,334,181 | -$3,242,395 | -7.11% | |
| Perigon Wealth Management, Llc | 0.70% | 253,753 | $44,942,219 | $41,744,906 | -$3,197,313 | -7.11% | |
| Traphagen Investment Advisors Llc | 3.05% | 251,434 | $44,531,400 | $41,363,407 | -$3,167,993 | -7.11% | |
| Meitav Investment House Ltd | 0.27% | 234,602 | $41,550,360 | $38,594,375 | -$2,955,985 | -7.11% | |
| Jane Street Group, Llc | 0.02% | 200,107 | $38,370,517 | $32,919,603 | -$5,450,914 | -14.21% | |
| Arlington Financial Advisors, Llc | 4.80% | 215,906 | $38,239,128 | $35,518,696 | -$2,720,432 | -7.11% | |
| Citigroup Inc | 0.02% | 192,399 | $36,892,592 | $31,651,559 | -$5,241,033 | -14.21% | |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5.32% | 198,000 | $35,067,780 | $32,572,980 | -$2,494,800 | -7.11% | |
| Jpmorgan Chase & Co | 0.00% | 152,861 | $28,793,097 | $25,147,163 | -$3,645,934 | -12.66% | |
| Captrust Financial Advisors | 0.04% | 146,059 | $28,006,827 | $24,028,166 | -$3,978,661 | -14.21% | |
| Aprio Wealth Management, Llc | 1.21% | 149,482 | $26,474,727 | $24,591,284 | -$1,883,443 | -7.11% | |
| Old Mission Capital Llc | 0.66% | 134,553 | $25,800,537 | $22,135,314 | -$3,665,223 | -14.21% | |
| Janney Montgomery Scott Llc | 0.05% | 132,622 | $25,430,000 | $21,817,645 | -$3,612,355 | -14.21% | |
| Edmond De Rothschild Holding S.A. | 0.33% | 131,570 | $25,228,548 | $21,644,581 | -$3,583,967 | -14.21% | |
| Mackenzie Financial Corp | 0.03% | 138,100 | $24,458,891 | $22,718,831 | -$1,740,060 | -7.11% | |
| Goldman Sachs Group Inc | 0.00% | 120,136 | $23,036,078 | $19,763,573 | -$3,272,505 | -14.21% | |
| Presidio Capital Management, Llc | 5.58% | 116,384 | $22,316,629 | $19,146,332 | -$3,170,297 | -14.21% | |
| Private Advisor Group, Llc | 0.10% | 114,667 | $21,987,617 | $18,863,868 | -$3,123,749 | -14.21% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.88% | 111,625 | $21,488,426 | $18,363,429 | -$3,124,997 | -14.54% | |
| Truist Financial Corp | 0.02% | 116,568 | $20,645,280 | $19,176,602 | -$1,468,678 | -7.11% | |
| First Trust Advisors Lp | 0.01% | 100,495 | $19,251,748 | $16,532,432 | -$2,719,316 | -14.13% | |
| Equitable Holdings, Inc. | 0.11% | 97,712 | $18,736,098 | $16,074,601 | -$2,661,497 | -14.21% | |
| Newedge Advisors, Llc | 0.05% | 94,748 | $18,167,915 | $15,586,993 | -$2,580,922 | -14.21% | |
| Cachetech Inc. | 2.90% | 93,509 | $17,930,298 | $15,383,166 | -$2,547,132 | -14.21% | |
| Adams Wealth Management | 3.20% | 87,135 | $16,708,083 | $14,334,579 | -$2,373,504 | -14.21% | |
| Van Eck Associates Corp | 0.01% | 87,050 | $16,691,838 | $14,320,596 | -$2,371,243 | -14.21% | |
| Nan Shan Life Insurance Co., Ltd. | 0.52% | 86,788 | $16,641,599 | $14,277,494 | -$2,364,105 | -14.21% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 84,636 | $16,228,900 | $13,923,468 | -$2,305,432 | -14.21% | |
| Snowden Capital Advisors Llc | 0.38% | 83,910 | $16,089,807 | $13,804,034 | -$2,285,773 | -14.21% | |
| 360 Financial, Inc. | 3.94% | 80,992 | $15,530,235 | $13,323,994 | -$2,206,241 | -14.21% |
Frequently asked questions about GRID
Who are the largest institutional holders of GRID?
The largest institutional holders of GRID reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Ubs Group Ag, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported GRID position.
What is GRID institutional ownership?
This page tracks GRID positions reported by institutional investment managers through SEC Form 13F. FIRST TRST NASD CL EDG SGIIF (GRID) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GRID?
InsiderSet currently tracks 621 institutional managers reporting GRID holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GRID shareholders.
How much GRID stock do institutions own?
Institutional investment managers disclosed approximately $6.02B in GRID holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GRID institutional ownership last updated?
The latest GRID institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GRID holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GRID position after the reporting date.
Are institutions buying or selling GRID?
Institutional buying and selling can be analyzed by comparing GRID positions across consecutive 13F reporting periods. InsiderSet's GRID Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GRID ownership changes.
How has GRID institutional ownership changed over time?
InsiderSet tracks GRID institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.