Who Owns FIRST TR EXCHANGE-TRADED FD (GRID)? -- Institutional Holders (2026-06-30)

660 institutions reported holding $6.34B of FIRST TR EXCHANGE-TRADED FD (GRID) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($721.1M), LPL Financial LLC ($513.9M), BANK OF AMERICA CORP /DE/ ($465.9M), UBS Group AG ($379.2M), WELLS FARGO & COMPANY/MN ($335.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$721.1M3.8MAdded
2LPL Financial LLC$513.9M2.7MAdded
3BANK OF AMERICA CORP /DE/$465.9M2.4MAdded
4UBS Group AG$379.2M2.0MAdded
5WELLS FARGO & COMPANY/MN$335.6M1.8MAdded
6RAYMOND JAMES FINANCIAL INC$249.0M1.3MAdded
7AMERIPRISE FINANCIAL INC$224.9M1.2MAdded
8PRUDENTIAL PLC$155.3M809,658Added
9Clal Insurance Enterprises Holdings Ltd$144.2M752,000New
10Cetera Investment Advisers$143.9M750,476Added
11Royal Bank of Canada$107.4M560,280Added
12ENVESTNET ASSET MANAGEMENT INC$82.5M430,096Added
13FIL Ltd$80.4M419,130Added
14OSAIC HOLDINGS, INC.$79.2M412,623Added
15Cambridge Investment Research Advisors, Inc.$75.4M393,151Added
16HighTower Advisors, LLC$74.7M389,588Added
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$74.2M386,989Added
18STIFEL FINANCIAL CORP$65.0M339,050Added
19JONES FINANCIAL COMPANIES LLLP$64.7M349,709Added
20COMMONWEALTH EQUITY SERVICES, LLC$60.6M316,289Trimmed
21MML INVESTORS SERVICES, LLC$55.8M290,878Added
22TRAPHAGEN INVESTMENT ADVISORS LLC$51.9M270,550Trimmed
23Treasurer of the State of North Carolina$49.8M259,526New
24Atria Investments, Inc$47.8M249,265Added
25Perigon Wealth Management, LLC$45.7M238,510Added

Source: SEC Form 13F filings · as of 2026-06-30