Who owns GRID?
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · First Trust
628 institutions reported holding GRID, worth $6.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of GRID
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $721.1M | 3,760,565 | +515,334 shares |
| LPL Financial LLC | Fort Mill, SC | $513.9M | 2,679,859 | +541,127 shares |
| Bank of America Corp. | Charlotte, NC | $465.9M | 2,429,772 | +308,188 shares |
| UBS Group AG | Zurich, Switzerland | $379.2M | 1,977,757 | +369,730 shares |
| Wells Fargo & Company | San Francisco, CA | $335.6M | 1,750,214 | +442,158 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $249.0M | 1,298,789 | +336,375 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $224.9M | 1,164,931 | +311,245 shares |
| Prudential PLC | London, United Kingdom | $155.3M | 809,658 | +755,358 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $150.8M | 786,302 | +446,298 shares |
| Clal Insurance Enterprises Holdings Ltd | Tel-Aviv, Israel | $144.2M | 752,000 | New position |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns GRID?
628 institutional managers reported holding GRID in Form 13F filings for June 30, 2026, worth $6.4B in total. The largest reported position was held by Morgan Stanley, at $721.1M.
Did institutions buy or sell GRID last quarter?
Reported 13F value rose 55.0% from March 31, 2026, which includes price moves as well as buying and selling. 134 firms reported a new position and 34 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is GRID ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.