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 $5.95B 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 $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 $670.13M, representing an estimated loss of -7.07% 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
609
Total Reported Value
$5.95B
Largest Holder
Morgan Stanley
Largest Position
$721.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $670,132,683 | -$50,955,811 | -7.07% | |
| Lpl Financial Llc | 0.12% | 2,679,859 | $513,862,945 | $477,550,874 | -$36,312,071 | -7.07% | |
| Bank Of America Corp | 0.03% | 2,429,772 | $465,908,829 | $432,985,370 | -$32,923,459 | -7.07% | |
| Ubs Group Ag | 0.06% | 1,977,757 | $379,234,905 | $352,436,297 | -$26,798,608 | -7.07% | |
| Wells Fargo & Company/Mn | 0.06% | 1,750,214 | $335,603,517 | $311,888,135 | -$23,715,382 | -7.07% | |
| Raymond James Financial Inc | 0.07% | 1,298,789 | $249,042,846 | $231,444,200 | -$17,598,646 | -7.07% | |
| Ameriprise Financial Inc | 0.05% | 1,164,931 | $224,926,282 | $207,590,704 | -$17,335,578 | -7.71% | |
| Prudential Plc | 0.85% | 809,658 | $155,251,922 | $144,281,056 | -$10,970,866 | -7.07% | |
| Cetera Investment Advisers | 0.13% | 750,476 | $143,903,789 | $133,734,823 | -$10,168,966 | -7.07% | |
| Royal Bank Of Canada | 0.02% | 560,280 | $107,435,000 | $99,841,896 | -$7,593,104 | -7.07% | |
| Envestnet Asset Management Inc | 0.02% | 430,096 | $82,470,998 | $76,643,107 | -$5,827,891 | -7.07% | |
| Fil Ltd | 0.06% | 419,130 | $80,368,178 | $74,688,966 | -$5,679,212 | -7.07% | |
| Osaic Holdings, Inc. | 0.09% | 412,623 | $79,157,602 | $73,529,419 | -$5,628,183 | -7.11% | |
| Hightower Advisors, Llc | 0.07% | 389,588 | $74,703,534 | $69,424,582 | -$5,278,952 | -7.07% | |
| Stifel Financial Corp | 0.05% | 339,050 | $65,032,347 | $60,418,710 | -$4,613,637 | -7.09% | |
| Jones Financial Companies Lllp | 0.03% | 349,709 | $64,734,691 | $62,318,144 | -$2,416,547 | -3.73% | |
| Commonwealth Equity Services, Llc | 0.08% | 316,289 | $60,648,474 | $56,362,700 | -$4,285,774 | -7.07% | |
| Mml Investors Services, Llc | 0.11% | 290,878 | $55,775,789 | $51,834,460 | -$3,941,329 | -7.07% | |
| Legacy Edge Advisors, Llc | 1.30% | 441,900 | $53,499,435 | $78,746,580 | +$25,247,145 | +47.19% | |
| Traphagen Investment Advisors Llc | 3.71% | 270,550 | $51,877,877 | $48,212,010 | -$3,665,867 | -7.07% | |
| Atria Investments, Inc | 0.48% | 249,265 | $47,796,510 | $44,419,023 | -$3,377,487 | -7.07% | |
| Perigon Wealth Management, Llc | 0.72% | 238,510 | $45,734,362 | $42,502,482 | -$3,231,880 | -7.07% | |
| Meitav Investment House Ltd | 0.30% | 234,602 | $44,984,934 | $41,806,076 | -$3,178,858 | -7.07% | |
| Kestra Advisory Services, Llc | 0.13% | 216,629 | $41,538,647 | $38,603,288 | -$2,935,359 | -7.07% | |
| Arlington Financial Advisors, Llc | 5.03% | 206,718 | $39,638,195 | $36,837,148 | -$2,801,047 | -7.07% | |
| Jane Street Group, Llc | 0.02% | 200,107 | $38,370,517 | $35,659,067 | -$2,711,450 | -7.07% | |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5.00% | 198,000 | $37,966,500 | $35,283,600 | -$2,682,900 | -7.07% | |
| Citigroup Inc | 0.02% | 192,399 | $36,892,592 | $34,285,502 | -$2,607,090 | -7.07% | |
| Jpmorgan Chase & Co | 0.00% | 152,861 | $28,793,097 | $27,239,830 | -$1,553,267 | -5.39% | |
| Captrust Financial Advisors | 0.04% | 146,059 | $28,006,827 | $26,027,714 | -$1,979,113 | -7.07% | |
| Aprio Wealth Management, Llc | 1.32% | 139,438 | $26,737,152 | $24,847,852 | -$1,889,300 | -7.07% | |
| Old Mission Capital Llc | 0.66% | 134,553 | $25,800,537 | $23,977,345 | -$1,823,192 | -7.07% | |
| Edmond De Rothschild Holding S.A. | 0.33% | 131,570 | $25,228,548 | $23,445,774 | -$1,782,774 | -7.07% | |
| Goldman Sachs Group Inc | 0.00% | 120,136 | $23,036,078 | $21,408,235 | -$1,627,843 | -7.07% | |
| Presidio Capital Management, Llc | 5.58% | 116,384 | $22,316,629 | $20,739,629 | -$1,577,000 | -7.07% | |
| Private Advisor Group, Llc | 0.10% | 114,667 | $21,987,617 | $20,433,659 | -$1,553,958 | -7.07% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.88% | 111,625 | $21,488,426 | $19,891,575 | -$1,596,851 | -7.43% | |
| Truist Financial Corp | 0.03% | 109,563 | $21,008,707 | $19,524,127 | -$1,484,580 | -7.07% | |
| Mackenzie Financial Corp | 0.02% | 101,900 | $19,539,325 | $18,158,580 | -$1,380,745 | -7.07% | |
| First Trust Advisors Lp | 0.01% | 100,495 | $19,251,748 | $17,908,209 | -$1,343,539 | -6.98% | |
| Equitable Holdings, Inc. | 0.11% | 97,712 | $18,736,098 | $17,412,278 | -$1,323,820 | -7.07% | |
| Newedge Advisors, Llc | 0.05% | 94,748 | $18,167,915 | $16,884,094 | -$1,283,821 | -7.07% | |
| Armstrong Advisory Group, Inc | 1.10% | 94,143 | $18,051,999 | $16,776,283 | -$1,275,716 | -7.07% | |
| Cachetech Inc. | 2.90% | 93,509 | $17,930,298 | $16,663,304 | -$1,266,994 | -7.07% | |
| Adams Wealth Management | 3.20% | 87,135 | $16,708,083 | $15,527,457 | -$1,180,626 | -7.07% | |
| Van Eck Associates Corp | 0.01% | 87,050 | $16,691,838 | $15,512,310 | -$1,179,528 | -7.07% | |
| Nan Shan Life Insurance Co., Ltd. | 0.52% | 86,788 | $16,641,599 | $15,465,622 | -$1,175,977 | -7.07% | |
| Mckinley Carter Wealth Services, Inc. | 0.84% | 85,108 | $16,319,401 | $15,166,246 | -$1,153,155 | -7.07% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 84,636 | $16,228,900 | $15,082,135 | -$1,146,765 | -7.07% | |
| Snowden Capital Advisors Llc | 0.38% | 83,910 | $16,089,807 | $14,952,762 | -$1,137,045 | -7.07% |
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.