Who owns GRID (GRID)
Which tracked institutional funds hold GRID, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GRID company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GRID is one-sided between 2025-Q4 and 2026-Q1: 221 added or opened and 31 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GRID’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes GRID more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GRID divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 536 tracked filers holding GRID, 392 increased or opened the position and 127 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GRID between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 43
- Independent Advisor Alliance$48M
- Nan Shan Life Insurance Co., Ltd.$36M
- CITADEL ADVISORS LLC$7M
- Bank of New York Mellon Corp$7M
- Maniro Ltd$7M
- HMS Capital Management, LLC$7M
Full exits 15
- Harel Insurance Investments & Financial Services Ltd.$234M
- BANK HAPOALIM BM$16M
- Avestar Capital, LLC$7M
- ALTFEST L J & CO INC$5M
- Point72 Asset Management, L.P.$4M
- FISCHER INVESTMENT STRATEGIES, LLC$4M
Largest adds
- LPL Financial LLC$90M
- MORGAN STANLEY$80M
- BANK OF AMERICA CORP /DE/$75M
- UBS Group AG$69M
- Cetera Investment Advisers$60M
- WELLS FARGO & COMPANY/MN$57M
Largest trims
- TRAPHAGEN INVESTMENT ADVISORS LLC$9M
- PRUDENTIAL PLC$7M
- Trivium Point Advisory, LLC$3M
- NewEdge Advisors, LLC$3M
- First Heartland Consultants, Inc.$2M
- Garden State Investment Advisory Services LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,245,231 | $531M | 13.3% | 2026-Q1 |
| LPL Financial LLC added | 2,138,732 | $350M | 8.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,121,584 | $347M | 8.7% | 2026-Q1 |
| UBS Group AG added | 1,608,027 | $263M | 6.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,308,056 | $214M | 5.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 962,414 | $157M | 4.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 853,686 | $140M | 3.5% | 2026-Q1 |
| Cetera Investment Advisers added | 568,057 | $93M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 441,118 | $72M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 384,487 | $63M | 1.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 360,420 | $59M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 340,004 | $56M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 325,130 | $53M | 1.3% | 2026-Q1 |
| FIL Ltd added | 303,882 | $50M | 1.2% | 2026-Q1 |
| Independent Advisor Alliance added | 292,512 | $48M | 1.2% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 280,152 | $46M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 276,970 | $45M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 246,169 | $40M | 1.0% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 228,834 | $37M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 218,109 | $36M | 0.9% | 2026-Q1 |
| Nan Shan Life Insurance Co., Ltd. added | 217,775 | $36M | 0.9% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 211,491 | $35M | 0.9% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD added | 211,340 | $35M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 203,908 | $33M | 0.8% | 2026-Q1 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 198,000 | $32M | 0.8% | 2026-Q1 |
| Atria Investments, Inc added | 197,827 | $32M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 189,273 | $31M | 0.8% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 166,108 | $27M | 0.7% | 2026-Q1 |
| CITIGROUP INC added | 162,585 | $27M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 160,050 | $26M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 140,026 | $23M | 0.6% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 132,078 | $22M | 0.5% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 120,133 | $20M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 118,191 | $19M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 112,069 | $18M | 0.5% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 111,625 | $18M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 100,209 | $16M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 99,022 | $16M | 0.4% | 2026-Q1 |
| Presidio Capital Management, LLC added | 98,939 | $16M | 0.4% | 2026-Q1 |
| CacheTech Inc. trimmed | 98,024 | $16M | 0.4% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 95,789 | $16M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 97,751 | $15M | 0.4% | 2026-Q1 |
| Adams Wealth Management trimmed | 92,636 | $15M | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 81,165 | $13M | 0.3% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. added | 79,446 | $13M | 0.3% | 2026-Q1 |
| BFI Infinity Ltd. added | 73,260 | $12M | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 72,329 | $12M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 73,474 | $11M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 67,714 | $11M | 0.3% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC added | 67,149 | $11M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 64,760 | $11M | 0.3% | 2026-Q1 |
| Black Swift Group, LLC added | 64,712 | $11M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 63,949 | $10M | 0.3% | 2026-Q1 |
| Fiduciary Alliance LLC added | 57,171 | $10M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 61,937 | $10M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 60,466 | $10M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 60,597 | $10M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 58,206 | $10M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 56,455 | $9M | 0.2% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC added | 54,841 | $9M | 0.2% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 54,300 | $9M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 53,921 | $9M | 0.2% | 2026-Q1 |
| THRYVE WEALTH MANAGEMENT LLC added | 52,652 | $9M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 52,450 | $9M | 0.2% | 2026-Q1 |
| PECAUT & CO. added | 49,962 | $8M | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 48,442 | $8M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 48,395 | $8M | 0.2% | 2026-Q1 |
| Richard P Slaughter Associates Inc trimmed | 48,360 | $8M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 47,616 | $8M | 0.2% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC added | 47,417 | $8M | 0.2% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 46,975 | $8M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 46,439 | $8M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 45,794 | $7M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 45,579 | $7M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 45,000 | $7M | 0.2% | 2026-Q1 |
| Ameliora Wealth Management Ltd. trimmed | 44,520 | $7M | 0.2% | 2026-Q1 |
| Bogart Wealth, LLC added | 43,384 | $7M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp new | 43,019 | $7M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 41,400 | $7M | 0.2% | 2026-Q1 |
| Maniro Ltd new | 40,603 | $7M | 0.2% | 2026-Q1 |
| HMS Capital Management, LLC new | 40,471 | $7M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 39,462 | $6M | 0.2% | 2026-Q1 |
| MANCHESTER FINANCIAL INC trimmed | 38,968 | $6M | 0.2% | 2026-Q1 |
| WealthBridge Capital Management, LLC added | 38,270 | $6M | 0.2% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 37,976 | $6M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 37,769 | $6M | 0.2% | 2026-Q1 |
| Ferguson Shapiro LLC added | 37,076 | $6M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 36,256 | $6M | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC added | 34,808 | $6M | 0.1% | 2026-Q1 |
| Waycross Investment Management Co added | 34,633 | $6M | 0.1% | 2026-Q1 |
| Rathbones Group PLC added | 34,603 | $6M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 34,579 | $6M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 34,266 | $6M | 0.1% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. added | 1,527,000 | $234M | 5.9% | 2025-Q4 stale |
| Gitterman Wealth Management, LLC trimmed | 241,144 | $36M | 0.9% | 2025-Q3 stale |
| BANK HAPOALIM BM | 101,500 | $16M | 0.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 100,082 | $11M | 0.3% | 2025-Q1 stale |
| Strive Asset Management, LLC added | 48,573 | $7M | 0.2% | 2025-Q3 stale |
| Avestar Capital, LLC added | 44,640 | $7M | 0.2% | 2025-Q4 stale |
| DUDLEY & SHANLEY, INC. | 46,900 | $7M | 0.2% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.