Who owns First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of GRID from SEC Form 13F filings across 630 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 630 institutions disclosed 33.1M shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $6.33B — about 50.6% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
630
13F holders
$6.33B
value, 2026 filers
50.6%
of shares outstanding (33.1M sh)
137
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of GRID's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.8M | $721.1M | 0.0% | 5.7% | +15.9% |
| 2 | LPL Financial LLC | 2.7M | $513.9M | 0.1% | 4.1% | +25.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.4M | $465.9M | 0.0% | 3.7% | +14.5% |
| 4 | UBS Group AG | 2.0M | $379.2M | 0.0% | 3% | +23.0% |
| 5 | WELLS FARGO & COMPANY/MN | 1.8M | $335.6M | 0.1% | 2.7% | +33.8% |
| 6 | RAYMOND JAMES FINANCIAL INC | 1.3M | $249.0M | 0.1% | 2% | +35.0% |
| 7 | AMERIPRISE FINANCIAL INC | 1.2M | $224.9M | 0.0% | 1.8% | +36.5% |
| 8 | PRUDENTIAL PLC | 809,658 | $155.3M | 0.8% | 1.2% | +1391.1% |
| 9 | Clal Insurance Enterprises Holdings LtdNEW | 752,000 | $144.2M | 0.6% | 1.1% | new |
| 10 | Cetera Investment Advisers | 750,476 | $143.9M | 0.1% | 1.1% | +32.1% |
| 11 | ROYAL BANK OF CANADA | 560,280 | $107.4M | 0.0% | 0.9% | +27.0% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 430,096 | $82.5M | 0.0% | 0.7% | +11.9% |
| 13 | FIL Ltd | 419,130 | $80.4M | 0.1% | 0.6% | +37.9% |
| 14 | OSAIC HOLDINGS, INC. | 412,623 | $79.2M | 0.1% | 0.6% | +67.6% |
| 15 | Cambridge Investment Research Advisors, Inc. | 393,151 | $75.4M | 0.2% | 0.6% | +15.6% |
| 16 | HighTower Advisors, LLC | 389,588 | $74.7M | 0.1% | 0.6% | +19.8% |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 386,989 | $74.2M | 0.0% | 0.6% | +77.4% |
| 18 | JONES FINANCIAL COMPANIES LLLP | 349,709 | $64.7M | 0.0% | 0.5% | +71.5% |
| 19 | STIFEL FINANCIAL CORP | 339,050 | $65.0M | 0.1% | 0.5% | +22.4% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 316,289 | $60.6M | 0.1% | 0.5% | -12.2% |
| 21 | MML INVESTORS SERVICES, LLC | 290,878 | $55.8M | 0.1% | 0.4% | +53.7% |
| 22 | TRAPHAGEN INVESTMENT ADVISORS LLC | 270,550 | $51.9M | 3.7% | 0.4% | -3.4% |
| 23 | Treasurer of the State of North CarolinaNEW | 259,526 | $49.8M | 0.1% | 0.4% | new |
| 24 | Atria Investments, Inc | 249,265 | $47.8M | 0.5% | 0.4% | +26.0% |
| 25 | Perigon Wealth Management, LLC | 238,510 | $45.7M | 0.7% | 0.4% | +4.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.