% of shares outstanding is not shown for GRID: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for GRID in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1.3M | 1.4M | 1.5M | 2.3M | 2.9M | 3.2M | $531M |
| LPL Financial LLC | 673K | 773K | 895K | 1.2M | 1.7M | 2.1M | $350M |
| BANK OF AMERICA CORP /DE/ | 841K | 1.1M | 1.2M | 1.4M | 1.8M | 2.1M | $347M |
| UBS Group AG | 373K | 784K | 777K | 969K | 1.3M | 1.6M | $263M |
| WELLS FARGO & COMPANY/MN | 393K | 481K | 499K | 716K | 1.0M | 1.3M | $214M |
| RAYMOND JAMES FINANCIAL INC | 270K | 301K | 328K | 489K | 709K | 962K | $157M |
| AMERIPRISE FINANCIAL INC | 221K | 303K | 314K | 450K | 541K | 854K | $140M |
| Cetera Investment Advisers | 65K | 82K | 88K | 140K | 218K | 568K | $93M |
| ROYAL BANK OF CANADA | 115K | 145K | 298K | 184K | 272K | 441K | $72M |
| ENVESTNET ASSET MANAGEMENT INC | 111K | 64K | 66K | 110K | 187K | 384K | $63M |
| COMMONWEALTH EQUITY SERVICES, LLC | 164K | 177K | 181K | 201K | 266K | 360K | $59M |
| Cambridge Investment Research Advisors, Inc. | 80K | 89K | 89K | 110K | 214K | 340K | $56M |
| HighTower Advisors, LLC | 58K | 68K | 82K | 124K | 308K | 325K | $53M |
| FIL Ltd | 61K | 62K | 176K | 200K | 267K | 304K | $50M |
| Independent Advisor Alliance | 22K | — | — | — | — | 293K | $48M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | +438,930 | $71M | ADD |
| Cetera Investment Advisers | +349,964 | $56M | ADD |
| BANK OF AMERICA CORP /DE/ | +340,826 | $55M | ADD |
| UBS Group AG | +340,194 | $55M | ADD |
| AMERIPRISE FINANCIAL INC | +312,845 | $50M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | −1,527,000 | $246M | CLOSE |
| BANK HAPOALIM BM | −101,500 | $16M | CLOSE |
| TRAPHAGEN INVESTMENT ADVISORS LLC | −76,365 | $12M | TRIM |
| PRUDENTIAL PLC | −48,500 | $8M | TRIM |
| Avestar Capital, LLC | −44,640 | $7M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 535 | 25,535,737 | — | $4.1B |
| 2025-Q4 | 460 | 21,177,525 | — | $3.2B |
| 2025-Q3 | 364 | 15,315,276 | — | $2.3B |
| 2025-Q2 | 314 | 11,244,190 | — | $1.6B |
| 2025-Q1 | 296 | 10,756,033 | — | $1.2B |
| 2024-Q4 | 292 | 10,081,648 | — | $1.2B |
| 2024-Q3 | 262 | 8,911,932 | — | $1.1B |
| 2024-Q2 | 236 | 6,873,254 | — | $793M |
| 2024-Q1 | 187 | 5,557,625 | — | $637M |
| 2023-Q4 | 181 | 4,414,512 | — | $462M |
| 2023-Q3 | 179 | 6,248,317 | — | $587M |
| 2023-Q2 | 173 | 4,681,906 | — | $492M |
| 2023-Q1 | 156 | 3,840,358 | — | $375M |
| 2022-Q4 | 149 | 3,832,597 | — | $326M |
| 2022-Q3 | 144 | 3,534,054 | — | $266M |
| 2022-Q2 | 147 | 3,752,366 | — | $287M |
| 2022-Q1 | 150 | 3,546,965 | — | $333M |
| 2021-Q4 | 153 | 3,605,343 | — | $370M |
| 2021-Q3 | 112 | 2,788,986 | — | $259M |
| 2021-Q2 | 96 | 2,210,505 | — | $205M |
| 2021-Q1 | 79 | 1,418,240 | — | $122M |
| 2020-Q4 | 43 | 644,515 | — | $52M |
| 2020-Q3 | 22 | 350,107 | — | $22M |
| 2020-Q2 | 22 | 177,874 | — | $10M |
| 2020-Q1 | 18 | 193,596 | — | $8M |
| 2019-Q4 | 20 | 159,368 | — | $9M |
| 2019-Q3 | 18 | 112,844 | — | $6M |
| 2019-Q2 | 21 | 149,796 | — | $7M |
| 2019-Q1 | 24 | 148,451 | — | $7M |
| 2018-Q4 | 19 | 123,264 | — | $5M |
| 2018-Q3 | 21 | 186,018 | — | $9M |
| 2018-Q2 | 23 | 171,205 | — | $8M |
| 2018-Q1 | 23 | 137,550 | — | $7M |
| 2017-Q4 | 19 | 169,004 | — | $9M |
| 2017-Q3 | 16 | 122,040 | — | $6M |
| 2017-Q2 | 16 | 119,098 | — | $5M |
| 2017-Q1 | 18 | 115,765 | — | $5M |
| 2016-Q4 | 16 | 81,806 | — | $3M |
| 2016-Q3 | 15 | 67,716 | — | $3M |
| 2016-Q2 | 16 | 99,790 | — | $3M |
| 2016-Q1 | 14 | 42,846 | — | $1M |
| 2015-Q4 | 13 | 53,894 | — | $2M |
| 2015-Q3 | 11 | 51,149 | — | $2M |
| 2015-Q2 | 10 | 41,759 | — | $1M |
| 2015-Q1 | 9 | 27,404 | — | $995,000 |
| 2014-Q4 | 10 | 72,680 | — | $3M |
| 2014-Q3 | 11 | 74,614 | — | $3M |
| 2014-Q2 | 12 | 88,298 | — | $3M |
| 2014-Q1 | 10 | 63,516 | — | $2M |
| 2013-Q4 | 11 | 55,513 | — | $2M |
| 2013-Q3 | 11 | 53,302 | — | $2M |
| 2013-Q2 | 11 | 60,158 | — | $2M |
