Filing Research | NATIONAL GRID PLC Institutional Holdings

Snapshot holdings

50 / 156 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	302.0KSH	$25.0M
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	255.1KSH	$21.1M
3	HENNESSY ADVISORS INC	Shares	194.0KSH	$16.1M
4	Crossmark Global Holdings, Inc.	Shares	133.1KSH	$11.0M
5	QRG CAPITAL MANAGEMENT, INC.	Shares	109.1KSH	$9.0M
6	DAVENPORT & Co LLC	Shares	75.9KSH	$6.3M
7	Gilman Hill Asset Management, LLC	Shares	69.6KSH	$5.8M
8	EQUITABLE TRUST CO	Shares	66.1KSH	$5.5M
9	Gradient Investments LLC	Shares	65.0KSH	$5.4M
10	CIDEL ASSET MANAGEMENT INC	Shares	61.8KSH	$5.1M
11	Old Port Advisors	Shares	51.0KSH	$4.2M
12	First Bank & Trust	Shares	48.1KSH	$4.0M
13	BENJAMIN EDWARDS INC	Shares	44.0KSH	$3.6M
14	FACTORY MUTUAL INSURANCE CO	Shares	40.6KSH	$3.4M
15	JCIC Asset Management Inc.	Shares	32.2KSH	$2.7M
16	FULTON BANK, N.A.	Shares	31.5KSH	$2.6M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.3KSH	$2.6M
18	Henry James International Management Inc.	Shares	30.7KSH	$2.5M
19	Perpetual Ltd	Shares	28.5KSH	$2.4M
20	Raleigh Capital Management Inc.	Shares	26.0KSH	$2.2M
21	Northside Capital Management, LLC	Shares	25.8KSH	$2.1M
22	Envestnet Portfolio Solutions, Inc.	Shares	24.5KSH	$2.0M
23	SIGNATUREFD, LLC	Shares	23.9KSH	$2.0M
24	Sequoia Financial Advisors, LLC	Shares	20.6KSH	$1.7M
25	First Pacific Financial	Shares	20.1KSH	$1.7M
26	Abel Hall, LLC	Shares	20.0KSH	$1.7M
27	D.A. DAVIDSON & CO.	Shares	15.1KSH	$1.3M
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.5KSH	$1.2M
29	Herold Advisors, Inc.	Shares	14.1KSH	$1.2M
30	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	13.1KSH	$1.1M
31	Aaron Wealth Advisors LLC	Shares	12.9KSH	$1.1M
32	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	12.8KSH	$1.1M
33	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	12.2KSH	$1.0M
34	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	12.1KSH	$1.0M
35	ROMANO BROTHERS AND COMPANY	Shares	12.0KSH	$991.0K
36	Hennion & Walsh Asset Management, Inc.	Shares	11.8KSH	$976.9K
37	GC Wealth Management RIA, LLC	Shares	11.7KSH	$972.6K
38	PFG Investments, LLC	Shares	10.5KSH	$868.9K
39	Venturi Wealth Management, LLC	Shares	10.0KSH	$830.1K
40	Legacy Wealth Asset Management, LLC	Shares	9.8KSH	$809.8K
41	SBI Securities Co., Ltd.	Shares	9.7KSH	$801.9K
42	B. Riley Wealth Advisors, Inc.	Shares	9.1KSH	$760.3K
43	Prospera Financial Services Inc	Shares	9.2KSH	$758.9K
44	Versant Capital Management, Inc	Shares	9.2KSH	$758.3K
45	Trust Point Inc.	Shares	8.7KSH	$720.5K
46	J.W. COLE ADVISORS, INC.	Shares	8.7KSH	$716.8K
47	Barry Investment Advisors, LLC	Shares	8.4KSH	$694.2K
48	Cape Investment Advisory, Inc.	Shares	8.3KSH	$687.5K
49	Optas, LLC	Shares	8.2KSH	$678.4K
50	LANARK FINANCIAL, INC.	Shares	8.1KSH	$675.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 162 loaded

#		Instrument
1	EQUITABLE TRUST CO new	Shares	+66.1K	+$5.5M	$5.5M
2	Crossmark Global Holdings, Inc. added	Shares	+22.1K	+$1.6M	$11.0M
3	HENNESSY ADVISORS INC added	Shares	+13.1K	+$772.6K	$16.1M
4	J.W. COLE ADVISORS, INC. new	Shares	+8.7K	+$716.8K	$716.8K
5	DAVENPORT & Co LLC added	Shares	+7.5K	+$501.1K	$6.3M
6	QRG CAPITAL MANAGEMENT, INC. added	Shares	+7.4K	+$434.7K	$9.0M
7	BENJAMIN EDWARDS INC added	Shares	+4.6K	+$316.3K	$3.6M
8	Venturi Wealth Management, LLC added	Shares	+3.8K	+$301.9K	$830.1K
9	55 North Private Wealth, LLC new	Shares	+3.4K	+$283.5K	$283.5K
10	D.A. DAVIDSON & CO. added	Shares	+3.5K	+$269.2K	$1.3M
11	Apollon Wealth Management, LLC new	Shares	+3.1K	+$254.1K	$254.1K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.6K	+$235.8K	$2.6M
13	Granite Group Advisors, LLC new	Shares	+2.7K	+$226.4K	$226.4K
14	Revolve Wealth Partners, LLC new	Shares	+2.7K	+$223.1K	$223.1K
15	Gradient Investments LLC added	Shares	+3.7K	+$203.1K	$5.4M
16	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+2.7K	+$201.7K	$1.1M
17	FLC Capital Advisors new	Shares	+2.4K	+$200.5K	$200.5K
18	FULTON BANK, N.A. added	Shares	+2.9K	+$191.6K	$2.6M
19	Perpetual Ltd added	Shares	+2.5K	+$163.4K	$2.4M
20	Raleigh Capital Management Inc. added	Shares	+2.4K	+$159.6K	$2.2M
21	Valeo Financial Advisors, LLC added	Shares	+1.8K	+$144.1K	$437.1K
22	Herold Advisors, Inc. added	Shares	+1.5K	+$105.8K	$1.2M
23	Gilman Hill Asset Management, LLC added	Shares	+2.4K	+$81.8K	$5.8M
24	IFP Advisors, Inc added	Shares	+1.0K	+$77.8K	$418.2K
25	Sequoia Financial Advisors, LLC added	Shares	+1.3K	+$70.6K	$1.7M
26	GC Wealth Management RIA, LLC added	Shares	+1.0K	+$66.6K	$972.6K
27	Envestnet Portfolio Solutions, Inc. added	Shares	+1.3K	+$65.4K	$2.0M
28	Mayflower Financial Advisors, LLC added	Shares	+772	+$57.0K	$396.0K
29	EASTERN BANK added	Shares	+692	+$56.6K	$92.7K
30	Lantz Financial LLC added	Shares	+706	+$47.8K	$571.5K
31	Trust Point Inc. added	Shares	+681	+$42.6K	$720.5K
32	Formidable Asset Management, LLC added	Shares	+1	+$33.4K	$389.1K
33	Aprio Wealth Management, LLC added	Shares	+442	+$31.0K	$306.7K
34	SOA Wealth Advisors, LLC. added	Shares	+23.5K	+$23.4K	$26.7K
35	Sunpointe, LLC added	Shares	+355	+$22.8K	$346.3K
36	HM PAYSON & CO added	Shares	+320	+$21.7K	$257.0K
37	Legacy Wealth Asset Management, LLC added	Shares	+451	+$21.2K	$809.8K
38	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+505	+$20.6K	$1.1M
39	Keudell/Morrison Wealth Management added	Shares	+403	+$20.5K	$653.5K
40	Merit Financial Group, LLC added	Shares	+354	+$16.6K	$642.9K
41	GAMMA Investing LLC added	Shares	+282	+$15.4K	$406.4K
42	Versant Capital Management, Inc added	Shares	+347	+$13.5K	$758.3K
43	Emerald Advisors, LLC added	Shares	+204	+$12.6K	$221.2K
44	FIRST HORIZON CORP added	Shares	+154	+$12.0K	$50.8K
45	SIGNATUREFD, LLC added	Shares	+609	+$10.2K	$2.0M
46	Cromwell Holdings LLC added	Shares	+170	+$10.1K	$205.5K
47	GENESIS PRIVATE WEALTH, LLC added	Shares	+147	+$7.2K	$252.3K
48	Aventura Private Wealth, LLC added	Shares	+99	+$6.7K	$79.4K
49	Optas, LLC added	Shares	+245	+$6.6K	$678.4K
50	Creative Capital Management Investments LLC new	Shares	+57	+$4.7K	$4.7K

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