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Who owns GRIDWhat GRID owns — n/a

Who owns First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund?

Institutional ownership of GRID from SEC Form 13F filings across 376 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.

376

13F holders

$4.97B

value, 2026 filers

41.7%

of shares outstanding (27.3M sh)

81

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY3.8M$721.1M0.0%5.7%+15.9%
2LPL Financial LLC2.7M$513.9M0.1%4.1%+25.3%
3BANK OF AMERICA CORP /DE/2.4M$465.9M0.0%3.7%+14.5%
4UBS Group AG2.0M$379.2M0.0%3%+23.0%
5WELLS FARGO & COMPANY/MN1.8M$335.6M0.1%2.7%+33.8%
6RAYMOND JAMES FINANCIAL INC1.3M$249.0M0.1%2%+35.0%
7AMERIPRISE FINANCIAL INC1.2M$224.9M0.0%1.8%+36.5%
8Cambridge Investment Research Advisors, Inc.786,302$150,7740.3%1.2%+131.3%
9Cetera Investment Advisers750,476$143.9M0.1%1.1%+32.1%
10ROYAL BANK OF CANADA560,280$107.4M0.0%0.9%+27.0%
11ENVESTNET ASSET MANAGEMENT INC430,096$82.5M0.0%0.7%+11.9%
12FIL Ltd419,130$80.4M0.1%0.6%+37.9%
13OSAIC HOLDINGS, INC.412,623$79.2M0.1%0.6%+67.6%
14HighTower Advisors, LLC389,588$74.7M0.1%0.6%+19.8%
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO386,989$74.2M0.0%0.6%+77.4%
16JONES FINANCIAL COMPANIES LLLP349,709$64.7M0.0%0.5%+71.5%
17STIFEL FINANCIAL CORP339,050$65.0M0.1%0.5%+22.4%
18COMMONWEALTH EQUITY SERVICES, LLC316,289$60.6M0.1%0.5%-12.2%
19MML INVESTORS SERVICES, LLC290,878$55.8M0.1%0.4%+53.7%
20Treasurer of the State of North CarolinaNEW259,526$49,7640.1%0.4%new
21Atria Investments, Inc249,265$47.8M0.5%0.4%+26.0%
22Perigon Wealth Management, LLC238,510$45.7M0.7%0.4%+4.2%
23Kestra Advisory Services, LLC216,629$41.5M0.1%0.3%+35.4%
24JANE STREET GROUP, LLC200,107$38.4M0.0%0.3%+102.1%
25CITIGROUP INC192,399$36.9M0.0%0.3%+18.3%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.