Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

NATIONAL GRID PLC · SPONSORED ADR NE · Q1 2026 · 9 members disclosed NGG ↗

13F filers reporting this class for the quarter ended 2026-03-31: 409
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $3.9B
holders whose share count rose or who opened the position (new + add), by shares: 225
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 30

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of NGG ranked by reported value, 1–25 of 448 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$479M	5,658,452	−735,516	TRIM
2	BANK OF AMERICA CORP /DE/	$379M	4,481,010	−408,848	TRIM
3	MORGAN STANLEY	$284M	3,362,071	+1,162,552	ADD
4	RENAISSANCE TECHNOLOGIES LLC	$183M	2,168,755	−246,531	TRIM
5	FEDERATED HERMES, INC.	$181M	2,142,131	−1,027,275	TRIM
6	ROYAL BANK OF CANADA	$174M	2,058,184	−255,261	TRIM
7	Connor, Clark & Lunn Investment Management Ltd.	$156M	1,844,307	+1,619,023	ADD
8	ENVESTNET ASSET MANAGEMENT INC	$139M	1,640,438	−178,423	TRIM
9	RAYMOND JAMES FINANCIAL INC	$115M	1,357,833	−345,871	TRIM
10	WELLS FARGO & COMPANY/MN	$113M	1,341,075	−289,868	TRIM
11	BRANDES INVESTMENT PARTNERS, LP	$111M	1,312,011	+531,537	ADD
12	BlackRock, Inc.	$109M	1,292,294	+113,029	ADD
13	NORTHERN TRUST CORP	$97.6M	1,153,456	−98,171	TRIM
14	BANK OF MONTREAL /CAN/	$89.8M	1,061,874	+603,711	ADD
15	Standard Investments LLC	$83.5M	987,100	−1,492,900	TRIM
16	DIMENSIONAL FUND ADVISORS LP	$75.4M	891,393	+15,958	ADD
17	LPL Financial LLC	$74.4M	879,068	−162,028	TRIM
18	Clark Capital Management Group, Inc.	$72.9M	862,160	−58,561	TRIM
19	CAUSEWAY CAPITAL MANAGEMENT LLC	$45.6M	538,761	−170,724	TRIM
20	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$37.6M	444,507	+3,649	ADD
21	D. E. Shaw & Co., Inc.	$35.5M	419,866	+106,842	ADD
22	AMERICAN CENTURY COMPANIES INC	$27.7M	326,853	+80,810	ADD
23	JANE STREET GROUP, LLC	$27.3M	322,710	+322,710	NEW
24	STIFEL FINANCIAL CORP	$25.9M	306,450	−51,503	TRIM
25	UBS Group AG	$25.6M	302,745	+62,725	ADD

Show all 448 holders

13F holders of NGG ranked by reported value, 26–448 of 448 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Nuveen, LLC	$22.8M	269,843	+73,526	ADD
27	Quantinno Capital Management LP	$22.7M	268,822	+58,057	ADD
28	CITADEL ADVISORS LLC	$22.7M	268,030	+225,970	ADD
29	Qube Research & Technologies Ltd	$21.6M	255,475	+221,773	ADD
30	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$18.2M	214,700	−30,200	TRIM
31	Beck Bode, LLC	$18.0M	212,922	+212,922	NEW
32	Point72 Asset Management, L.P.	$16.4M	194,061	+161,510	ADD
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$16.0M	188,674	+25,770	ADD
34	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$15.8M	186,271	+48,762	ADD
35	HENNESSY ADVISORS INC	$15.3M	180,944	+300	ADD
36	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$15.3M	174,885	+6,400	ADD
37	TRUIST FINANCIAL CORP	$15.2M	179,141	−48,562	TRIM
38	Guardian Partners Inc.	$14.5M	171,170	−2,369	TRIM
39	Creative Planning	$13.8M	163,238	+26,432	ADD
40	Invesco Ltd.	$13.7M	161,787	−274,835	TRIM
41	Cetera Investment Advisers	$12.8M	150,752	+3,029	ADD
42	XTX Topco Ltd	$12.1M	142,648	+127,221	ADD
43	OPPENHEIMER ASSET MANAGEMENT INC.	$11.4M	134,707	−14,251	TRIM
44	Clearbridge Investments, LLC	$11.1M	131,394	−3,965	TRIM
45	Tidal Investments LLC	$10.3M	122,565	+122,565	NEW
46	Pathstone Holdings, LLC	$9.8M	116,208	−21,657	TRIM
47	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.4M	110,989	+95,703	ADD
48	Crossmark Global Holdings, Inc.	$9.4M	110,948	—	NO PRIOR
49	LMR Partners LLP	$9.1M	107,901	+107,901	NEW
50	QRG CAPITAL MANAGEMENT, INC.	$8.6M	101,742	+41,783	ADD
51	MML INVESTORS SERVICES, LLC	$8.5M	100,890	−26,398	TRIM
52	SEI INVESTMENTS CO	$8.2M	97,205	+6,072	ADD
53	COMMONWEALTH EQUITY SERVICES, LLC	$7.8M	92,221	+1,565	ADD
54	M. Kulyk & Associates, LLC	$7.7M	91,129	+4,061	ADD
55	MILLENNIUM MANAGEMENT LLC	$7.3M	85,708	+68,338	ADD
56	Corient Private Wealth LLC	$7.0M	84,142	−215,119	TRIM
57	AQR CAPITAL MANAGEMENT LLC	$6.9M	81,407	+30,402	ADD
58	&PARTNERS	$6.5M	77,735	−7,513	TRIM
59	CIDEL ASSET MANAGEMENT INC	$6.3M	74,718	+3,561	ADD
60	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$6.0M	70,657	+8,690	ADD
61	Y-Intercept (Hong Kong) Ltd	$5.9M	69,228	+66,014	ADD
62	DAVENPORT & Co LLC	$5.8M	68,389	−25,663	TRIM
63	Gilman Hill Asset Management, LLC	$5.7M	67,222	+2,640	ADD
64	M&T BANK CORP	$5.6M	66,269	−1,174	TRIM
65	Atria Investments, Inc	$5.3M	63,214	−16,648	TRIM
66	Gradient Investments LLC	$5.2M	61,308	+37,025	ADD
67	Sanctuary Advisors, LLC	$5.0M	59,068	−5,671	TRIM
68	OSAIC HOLDINGS, INC.	$5.0M	58,969	+17,202	ADD
69	Mariner, LLC	$5.0M	58,674	+3,602	ADD
70	PITTENGER & ANDERSON INC	$4.8M	57,145	0	NO CHANGE
71	MERCER GLOBAL ADVISORS INC /ADV	$4.6M	53,905	+9,815	ADD
72	CIBC Asset Management Inc	$4.5M	52,906	−19,154	TRIM
73	HighTower Advisors, LLC	$4.4M	52,333	+2,317	ADD
74	Cerity Partners LLC	$4.2M	50,094	+3,956	ADD
75	Aquatic Capital Management LLC	$4.2M	49,466	+13,006	ADD
76	FACTORY MUTUAL INSURANCE CO	$4.1M	48,766	−12,191	TRIM
77	STRATEGY ASSET MANAGERS LLC	$4.0M	47,549	−294	TRIM
78	Orion Porfolio Solutions, LLC	$3.9M	46,527	−3,308	TRIM
79	NATIONAL BANK OF CANADA /FI/	$3.8M	45,167	−2,489	TRIM
80	Brooklyn Investment Group	$3.8M	44,641	+16,156	ADD
81	Callan Family Office, LLC	$3.7M	43,925	−2,015	TRIM
82	OLD MISSION CAPITAL LLC	$3.6M	42,039	+42,039	NEW
83	1832 Asset Management L.P.	$3.5M	41,573	+1,996	ADD
84	Schonfeld Strategic Advisors LLC	$3.5M	41,170	−72,555	TRIM
85	ASSETMARK, INC	$3.4M	40,701	−11,946	TRIM
86	Vanguard Personalized Indexing Management, LLC	$3.4M	39,650	−721	TRIM
87	Tower Research Capital LLC (TRC)	$3.3M	39,476	+39,353	ADD
88	BENJAMIN EDWARDS INC	$3.3M	39,365	+16,355	ADD
89	Vestmark Advisory Solutions, Inc.	$3.3M	38,448	−10,814	TRIM
90	QUADRANT CAPITAL GROUP LLC	$3.1M	36,787	+809	ADD
91	US BANCORP \DE\	$3.0M	35,378	−2,833	TRIM
92	Farringdon Capital, Ltd.	$2.8M	33,526	−12,557	TRIM
93	JCIC Asset Management Inc.	$2.7M	32,180	+1,590	ADD
94	Centiva Capital, LP	$2.7M	31,495	+31,495	NEW
95	Focus Partners Wealth	$2.5M	29,621	+52	ADD
96	Northside Capital Management, LLC	$2.4M	28,635	−1,694	TRIM
97	FULTON BANK, N.A.	$2.4M	28,634	−11,490	TRIM
98	AMG National Trust Bank	$2.4M	27,968	+347	ADD
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.3M	26,699	−14,857	TRIM
100	Kestra Advisory Services, LLC	$2.3M	26,940	−5,738	TRIM
101	FIRST TRUST ADVISORS LP	$2.3M	26,665	+8,162	ADD
102	Perpetual Ltd	$2.2M	25,964	−4,376	TRIM
103	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.0M	23,661	−203	TRIM
104	Raleigh Capital Management Inc.	$2.0M	23,593	−10,334	TRIM
105	Vise Technologies, Inc.	$2.0M	25,655	0	NO CHANGE
106	SIGNATUREFD, LLC	$2.0M	23,263	+876	ADD
107	Envestnet Portfolio Solutions, Inc.	$2.0M	23,256	−32,905	TRIM
108	IEQ CAPITAL, LLC	$1.9M	22,497	+2,666	ADD
109	TWO SIGMA INVESTMENTS, LP	$1.9M	22,100	−14,418	TRIM
110	Rockefeller Capital Management L.P.	$1.8M	21,343	+5,177	ADD
111	Laird Norton Wetherby Trust Company, LLC	$1.8M	21,300	−258	TRIM
112	Vident Advisory, LLC	$1.8M	21,163	+1,126	ADD
113	WEALTH ALLIANCE, LLC	$1.8M	21,160	−7,331	TRIM
114	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.8M	20,946	+17,539	ADD
115	Bleakley Financial Group, LLC	$1.8M	20,901	−463	TRIM
116	TD Waterhouse Canada Inc.	$1.7M	20,112	+17,850	ADD
117	PRINCIPAL SECURITIES, INC.	$1.7M	20,598	+2,267	ADD
118	Naviter Wealth, LLC	$1.7M	20,177	+883	ADD
119	Abel Hall, LLC	$1.7M	19,926	+3,907	ADD
120	First Pacific Financial	$1.7M	19,747	+8,080	ADD
121	TD ASSET MANAGEMENT INC	$1.7M	19,567	−1,341	TRIM
122	Verdence Capital Advisors LLC	$1.7M	19,504	−8,012	TRIM
123	Sequoia Financial Advisors, LLC	$1.6M	19,305	+474	ADD
124	AIGEN INVESTMENT MANAGEMENT, LP	$1.6M	18,376	+14,794	ADD
125	INTRUST BANK NA	$1.5M	18,048	−365	TRIM
126	DRW Securities, LLC	$1.5M	17,143	+17,143	NEW
127	REGIONS FINANCIAL CORP	$1.4M	16,715	−2,043	TRIM
128	CITIGROUP INC	$1.4M	16,524	−2,142	TRIM
129	Retirement Planning Co of New England, Inc.	$1.4M	16,513	+66	ADD
130	Lido Advisors, LLC	$1.4M	16,500	+10,333	ADD
131	Engineers Gate Manager LP	$1.4M	16,190	+16,190	NEW
132	Caprock Group, LLC	$1.4M	16,163	+62	ADD
133	EVERGREEN CAPITAL MANAGEMENT LLC	$1.3M	15,521	+1,429	ADD
134	CWM, LLC	$1.3M	15,106	−4,077	TRIM
135	Qtron Investments LLC	$1.3M	15,016	+2,074	ADD
136	Compound Planning, Inc.	$1.3M	14,947	+433	ADD
137	HB Wealth Management, LLC	$1.2M	14,677	+1,232	ADD
138	Aaron Wealth Advisors LLC	$1.2M	14,572	+5,867	ADD
139	Allspring Global Investments Holdings, LLC	$1.2M	14,133	+2,376	ADD
140	Private Advisor Group, LLC	$1.2M	14,328	+928	ADD
141	CHOREO, LLC	$1.2M	14,214	+100	ADD
142	LOM Asset Management Ltd	$1.1M	13,249	+425	ADD
143	GUGGENHEIM CAPITAL LLC	$1.1M	12,742	+1,225	ADD
144	Herold Advisors, Inc.	$1.1M	12,629	+462	ADD
145	Concurrent Investment Advisors, LLC	$1.1M	12,416	−1,752	TRIM
146	Manske Wealth Management	$1.0M	12,382	−106	TRIM
147	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.0M	12,297	+281	ADD
148	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$1.0M	12,141	−280	TRIM
149	BAILARD, INC.	$1.0M	12,064	+2,169	ADD
150	ROMANO BROTHERS AND COMPANY	$1.0M	11,986	0	NO CHANGE
151	NewEdge Wealth, LLC	$1.0M	11,977	−2,759	TRIM
152	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.0M	11,890	+11,890	NEW
153	Hennion & Walsh Asset Management, Inc.	$1.0M	11,889	−453	TRIM
154	Walleye Capital LLC	$1.0M	11,848	+11,848	NEW
155	GeoWealth Management, LLC	$1.0M	11,832	+3,051	ADD
156	Beacon Pointe Advisors, LLC	$987K	11,666	+7,269	ADD
157	D.A. DAVIDSON & CO.	$983K	11,621	+4,847	ADD
158	MGO ONE SEVEN LLC	$982K	11,602	+1,921	ADD
159	Calamos Advisors LLC	$980K	11,588	−125	TRIM
160	Code Waechter LLC	$976K	11,536	−258	TRIM
161	Smartleaf Asset Management LLC	$949K	11,345	+1,876	ADD
162	FRANKLIN RESOURCES INC	$941K	11,124	+234	ADD
163	STATE STREET CORP	$927K	10,953	0	NO CHANGE
164	Rehmann Capital Advisory Group	$921K	10,886	−74	TRIM
165	Empowered Funds, LLC	$916K	10,823	+10,823	NEW
166	GC Wealth Management RIA, LLC	$906K	10,709	+2,282	ADD
167	PFG Investments, LLC	$887K	10,489	+1,064	ADD
168	FOURPATH CAPITAL MANAGEMENT, LLC	$882K	10,423	−5,140	TRIM
169	RITHOLTZ WEALTH MANAGEMENT	$830K	9,806	+1,299	ADD
170	Stratos Wealth Partners, LTD.	$822K	9,721	−861	TRIM
171	TRED AVON FAMILY WEALTH, LLC	$814K	9,620	+165	ADD
172	BKM Wealth Management, LLC	$812K	9,600	+1,956	ADD
173	Mystic Asset Management, Inc.	$802K	9,481	−249	TRIM
174	Legacy Wealth Asset Management, LLC	$789K	9,321	+139	ADD
175	Prospera Financial Services Inc	$785K	9,282	+5,390	ADD
176	ELEVATION POINT WEALTH PARTNERS, LLC	$781K	9,232	+2,770	ADD
177	B. Riley Wealth Advisors, Inc.	$776K	9,278	−1,390	TRIM
178	CIBC Bancorp USA Inc.	$775K	8,666	—	NO PRIOR
179	AE Wealth Management LLC	$761K	8,997	−1,783	TRIM
180	Snowden Capital Advisors LLC	$761K	8,992	+711	ADD
181	Barry Investment Advisors, LLC	$748K	8,845	−27	TRIM
182	Summit Trail Advisors, LLC	$746K	8,823	+8,823	NEW
183	World Investment Advisors	$741K	8,754	−1,198	TRIM
184	Cape Investment Advisory, Inc.	$725K	8,569	−245	TRIM
185	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$725K	8,566	+864	ADD
186	TWO SIGMA SECURITIES, LLC	$722K	8,531	+8,531	NEW
187	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$713K	8,426	+1,395	ADD
188	Aberdeen Group plc	$694K	8,200	0	NO CHANGE
189	STEPHENS INC /AR/	$678K	8,012	−2,353	TRIM
190	Blue Trust, Inc.	$674K	7,962	−344	TRIM
191	Optas, LLC	$672K	7,941	−798	TRIM
192	Quantum Private Wealth, LLC	$665K	7,865	−218	TRIM
193	PROFUND ADVISORS LLC	$657K	7,768	−1,209	TRIM
194	Gateway Wealth Partners, LLC	$657K	7,768	+7,768	NEW
195	OPPENHEIMER & CO INC	$654K	7,728	−1,074	TRIM
196	Ballentine Partners, LLC	$647K	7,652	+700	ADD
197	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$639K	7,559	+7,559	NEW
198	Keudell/Morrison Wealth Management	$633K	7,483	−1,567	TRIM
199	Merit Financial Group, LLC	$626K	7,404	+211	ADD
200	BLAIR WILLIAM & CO/IL	$623K	7,359	+253	ADD
201	Future Fund LLC	$617K	7,299	+47	ADD
202	SAGESPRING WEALTH PARTNERS, LLC	$593K	7,012	−118	TRIM
203	COLDSTREAM CAPITAL MANAGEMENT INC	$591K	6,980	−899	TRIM
204	HBK Sorce Advisory LLC	$584K	6,718	−235	TRIM
205	Hilltop Holdings Inc.	$569K	6,723	−2,166	TRIM
206	NewEdge Advisors, LLC	$568K	6,713	+6,713	NEW
207	GUARDIAN CAPITAL LP	$564K	6,667	+855	ADD
208	LEVEL FOUR ADVISORY SERVICES, LLC	$557K	6,583	+477	ADD
209	Savvy Advisors, Inc.	$554K	6,554	+359	ADD
210	Dynamic Technology Lab Private Ltd	$544K	6,427	+6,427	NEW
211	Perigon Wealth Management, LLC	$531K	6,273	+277	ADD
212	Transamerica Financial Advisors, LLC	$527K	6,229	+2,430	ADD
213	Gallacher Capital Management LLC	$526K	6,221	−967	TRIM
214	Lantz Financial LLC	$524K	6,190	−1,785	TRIM
215	Moors & Cabot, Inc.	$516K	6,100	−111	TRIM
216	Dorsey & Whitney Trust CO LLC	$515K	6,087	+540	ADD
217	GQG Partners LLC	$500K	5,914	0	NO CHANGE
218	Beverly Hills Private Wealth, LLC	$495K	5,848	−261	TRIM
219	Samalin Investment Counsel, LLC	$491K	5,803	−21	TRIM
220	Allworth Financial LP	$490K	5,793	+996	ADD
221	Joel Isaacson & Co., LLC	$485K	5,734	0	NO CHANGE
222	Cordatus Wealth Management LLC	$482K	5,700	+5,700	NEW
223	Pinnacle Wealth Planning Services, Inc.	$453K	5,358	−1,122	TRIM
224	WINTON GROUP Ltd	$448K	5,300	+5,300	NEW
225	Waverly Advisors, LLC	$446K	5,271	+73	ADD
226	COMMERCE BANK	$443K	5,233	+142	ADD
227	RFG Advisory, LLC	$436K	5,158	+73	ADD
228	Pure Financial Advisors, LLC	$428K	5,055	+1,223	ADD
229	TODD ASSET MANAGEMENT LLC	$427K	5,042	+48	ADD
230	Arax Advisory Partners	$418K	4,947	−789	TRIM
231	Gallagher Fiduciary Advisors, LLC	$408K	4,818	−1,114	TRIM
232	Independent Advisor Alliance	$406K	4,803	+194	ADD
233	SAGE RHINO CAPITAL LLC	$404K	4,773	+47	ADD
234	Savant Capital, LLC	$401K	4,735	+989	ADD
235	BROWN, LISLE/CUMMINGS, INC.	$394K	4,655	−296	TRIM
236	May Hill Capital, LLC	$391K	4,621	−3,189	TRIM
237	Steward Partners Investment Advisory, LLC	$390K	4,612	−105	TRIM
238	KEYNOTE FINANCIAL SERVICES LLC	$388K	4,590	0	NO CHANGE
239	DIVERSIFY WEALTH MANAGEMENT, LLC	$382K	4,438	+4,438	NEW
240	DEUTSCHE BANK AG\	$381K	4,499	+2,269	ADD
241	LAUREL OAK WEALTH MANAGEMENT, LLC	$376K	4,445	−1,403	TRIM
242	MONEY CONCEPTS CAPITAL CORP	$376K	4,442	+739	ADD
243	Frec Markets, Inc.	$374K	4,420	+919	ADD
244	Dynasty Wealth Management, LLC	$364K	4,302	+228	ADD
245	Kathmere Capital Management, LLC	$361K	4,264	+1,388	ADD
246	Summit Financial, LLC	$361K	4,262	+827	ADD
247	American Trust Investment Advisors, LLC	$358K	4,227	−945	TRIM
248	Grove Bank & Trust	$358K	4,227	−262	TRIM
249	LGT Group Foundation	$356K	4,209	+717	ADD
250	Formidable Asset Management, LLC	$356K	4,598	0	NO CHANGE
251	PDS Planning, Inc	$352K	4,161	+233	ADD
252	Checchi Capital Advisers, LLC	$350K	4,133	+84	ADD
253	Storgate, LLC	$346K	4,084	+132	ADD
254	JOHNSON INVESTMENT COUNSEL INC	$341K	4,031	−1,597	TRIM
255	Mayflower Financial Advisors, LLC	$339K	4,007	−52	TRIM
256	JOURNEY STRATEGIC WEALTH LLC	$332K	3,921	−135	TRIM
257	Sowell Financial Services LLC	$327K	3,862	+421	ADD
258	Gotham Asset Management, LLC	$324K	3,827	+3,827	NEW
259	Sunpointe, LLC	$324K	3,824	−1,358	TRIM
260	KESTRA PRIVATE WEALTH SERVICES, LLC	$323K	3,821	+574	ADD
261	Frank, Rimerman Advisors LLC	$322K	3,802	+109	ADD
262	Advisors Asset Management, Inc.	$321K	3,793	−1,824	TRIM
263	Jain Global LLC	$312K	3,686	+3,686	NEW
264	180 WEALTH ADVISORS, LLC	$309K	3,655	−50	TRIM
265	Advyzon Investment Management, LLC	$303K	3,583	+3,583	NEW
266	FIFTH THIRD BANCORP	$296K	3,502	−1,768	TRIM
267	Net Worth Advisory Group	$292K	3,452	+6	ADD
268	FOCUSED ALPHA, LLC	$292K	3,450	+549	ADD
269	Mattson Financial Services, LLC	$286K	3,379	+3,379	NEW
270	EP Wealth Advisors, LLC	$286K	3,376	−853	TRIM
271	Modern Wealth Management, LLC	$285K	3,281	+3,281	NEW
272	HSBC HOLDINGS PLC	$283K	3,347	−4,541	TRIM
273	Texas Yale Capital Corp.	$281K	3,325	+150	ADD
274	ATLANTIC FAMILY WEALTH, LLC	$281K	3,318	−1,704	TRIM
275	Ameritas Advisory Services, LLC	$279K	3,299	−396	TRIM
276	DAYMARK WEALTH PARTNERS, LLC	$279K	3,294	−802	TRIM
277	Aprio Wealth Management, LLC	$276K	3,259	+3,259	NEW
278	Brown Financial Advisors	$273K	3,230	+3,230	NEW
279	Cresset Asset Management, LLC	$273K	3,222	+3,222	NEW
280	High Net Worth Advisory Group LLC	$271K	3,209	0	NO CHANGE
281	LongView Wealth Management	$271K	3,047	−485	TRIM
282	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$270K	3,189	+3,189	NEW
283	Focus Partners Advisor Solutions, LLC	$269K	3,182	+575	ADD
284	Walkner Condon Financial Advisors LLC	$265K	3,138	+3,138	NEW
285	IFS Group,LLC	$265K	3,131	—	NO PRIOR
286	Wedmont Private Capital	$264K	2,931	+101	ADD
287	Bridgefront Capital, LLC	$263K	3,114	+3,114	NEW
288	Csenge Advisory Group	$258K	3,050	−114	TRIM
289	Elequin Capital, LP	$256K	3,021	+3,021	NEW
290	Frisch Financial Group, Inc.	$254K	3,004	0	NO CHANGE
291	Brucke Financial, Inc.	$253K	2,992	−2,400	TRIM
292	ANCHYRA PARTNERS LLC	$252K	2,984	+229	ADD
293	Keel Point, LLC	$249K	2,945	−237	TRIM
294	ALLIANCEBERNSTEIN L.P.	$245K	3,172	+3,172	NEW
295	GENESIS PRIVATE WEALTH, LLC	$245K	2,898	−1,372	TRIM
296	Capital Investment Advisory Services, LLC	$244K	2,879	+2,879	NEW
297	OneAscent Financial Services LLC	$237K	2,807	+2,807	NEW
298	LAFFER TENGLER INVESTMENTS, INC.	$236K	2,789	+2,789	NEW
299	HM PAYSON & CO	$235K	2,781	0	NO CHANGE
300	Wilmington Savings Fund Society, FSB	$232K	2,745	+32	ADD
301	Resonant Capital Advisors, LLC	$227K	2,685	+2,685	NEW
302	Equitable Holdings, Inc.	$225K	2,660	+2,660	NEW
303	Bridgewater Advisors Inc.	$224K	2,579	+35	ADD
304	BROWN ADVISORY INC	$220K	2,601	+2,601	NEW
305	PURSUIT WEALTH STRATEGIES, LLC	$220K	2,601	—	NO PRIOR
306	Scientech Research LLC	$220K	2,599	+2,599	NEW
307	PRIMORIS WEALTH ADVISORS, LLC	$218K	2,572	+2,572	NEW
308	Phillips Wealth Planners LLC	$217K	2,487	−1,302	TRIM
309	AXQ CAPITAL, LP	$217K	2,562	+2,562	NEW
310	Essex Financial Services, Inc.	$217K	2,561	−144	TRIM
311	Composition Wealth, LLC	$209K	2,470	+2,470	NEW
312	Emerald Advisors, LLC	$209K	2,465	+2,465	NEW
313	GREENWOOD GEARHART LLC	$204K	2,411	+2,411	NEW
314	Cromwell Holdings LLC	$195K	2,310	+373	ADD
315	NATIXIS ADVISORS, LLC	$192K	2,267,465	+80,107	ADD
316	Hilltop National Bank	$186K	2,197	+127	ADD
317	Hartford Financial Management Inc.	$169K	2,000	0	NO CHANGE
318	MAI Capital Management	$154K	1,821	+291	ADD
319	MONTAG A & ASSOCIATES INC	$128K	1,515	+42	ADD
320	ARMSTRONG ADVISORY GROUP, INC	$123K	1,457	+4	ADD
321	BARRETT & COMPANY, INC.	$103K	1,223	0	NO CHANGE
322	Asset Dedication, LLC	$102K	1,203	+855	ADD
323	Truvestments Capital LLC	$93.4K	1,104	0	NO CHANGE
324	Addison Advisors LLC	$83.5K	987	+4	ADD
325	Owl Creek Wealth Partners LLC	$82.2K	972	—	NO PRIOR
326	CENTRAL TRUST Co	$77.8K	920	−11	TRIM
327	Larson Financial Group LLC	$76.6K	905	+145	ADD
328	Godfrey Financial Associates, Inc.	$66.0K	780	0	NO CHANGE
329	Medallion Wealth Advisors, LLC	$59.6K	704	—	NO PRIOR
330	Clearstead Advisors, LLC	$58.7K	694	0	NO CHANGE
331	MATHER GROUP, LLC.	$49.5K	585	+585	NEW
332	SHP Wealth Management	$46.5K	549	+29	ADD
333	Annis Gardner Whiting Capital Advisors, LLC	$46.4K	549	0	NO CHANGE
334	Parkside Financial Bank & Trust	$41.7K	493	+4	ADD
335	Glen Eagle Advisors, LLC	$36.8K	435	−29	TRIM
336	EASTERN BANK	$36.1K	427	−757	TRIM
337	True Wealth Design, LLC	$34.9K	413	+117	ADD
338	Geneos Wealth Management Inc.	$34.2K	404	−57	TRIM
339	UMB Bank, n.a.	$33.8K	399	0	NO CHANGE
340	Measured Wealth Private Client Group, LLC	$33.2K	392	0	NO CHANGE
341	FINANCIAL CONSULATE, INC	$30.0K	355	+89	ADD
342	Destiny Wealth Partners, LLC	$29.8K	352	+352	NEW
343	Signature Equity Partners, LLC	$29.7K	351	+351	NEW
344	Federation des caisses Desjardins du Quebec	$26.7K	316	+34	ADD
345	Richard W. Paul & Associates, LLC	$22.3K	263	−122	TRIM
346	Avalon Trust Co	$21.6K	255	0	NO CHANGE
347	Triumph Capital Management	$21.0K	248	+35	ADD
348	JFS WEALTH ADVISORS, LLC	$19.4K	229	+2	ADD
349	Caldwell Trust Co	$19.4K	229	0	NO CHANGE
350	Citizens National Bank Trust Department	$18.5K	219	0	NO CHANGE
351	Purpose Unlimited Inc.	$18.4K	217	+217	NEW
352	Physician Wealth Advisors, Inc.	$18.3K	216	+9	ADD
353	Atlantic Union Bankshares Corp	$16.9K	200	0	NO CHANGE
354	AlphaCore Capital LLC	$16.1K	190	−6,377	TRIM
355	GABLES CAPITAL MANAGEMENT INC.	$15.5K	183	0	NO CHANGE
356	Spire Wealth Management	$15.4K	182	−33	TRIM
357	SALEM INVESTMENT COUNSELORS INC	$14.6K	172	+172	NEW
358	SJS Investment Consulting Inc.	$13.4K	158	+24	ADD
359	Elevated Capital Advisors, LLC	$12.2K	144	−30	TRIM
360	COUNTRY TRUST BANK	$11.7K	138	0	NO CHANGE
361	HRT FINANCIAL LP	$11.6K	137,195	+61,645	ADD
362	Activest Wealth Management	$11.0K	130	+2	ADD
363	Quest 10 Wealth Builders, Inc.	$10.8K	128	−7	TRIM
364	WPG Advisers, LLC	$10.7K	126	−11	TRIM
365	WealthCollab, LLC	$9.2K	109	0	NO CHANGE
366	Bangor Savings Bank	$8.5K	100	−176	TRIM
367	Coastline Trust Co	$7.7K	91	0	NO CHANGE
368	New England Capital Financial Advisors LLC	$7.7K	91	0	NO CHANGE
369	Financial Network Wealth Advisors LLC	$7.7K	91	—	NO PRIOR
370	Retirement Wealth Solutions LLC	$7.3K	86	+79	ADD
371	Bravera Wealth	$6.6K	78	—	NO PRIOR
372	Harbor Asset Planning, Inc.	$6.4K	76	0	NO CHANGE
373	Bell Investment Advisors, Inc	$5.4K	64	+14	ADD
374	JPL Wealth Management, LLC	$4.6K	54	+54	NEW
375	PARK AVENUE SECURITIES LLC	$4.3K	51,243	+51,243	NEW
376	Acumen Wealth Advisors, LLC	$4.1K	49	0	NO CHANGE
377	Intentional Wealth Strategies, LLC	$4.0K	47	—	NO PRIOR
378	American Capital Advisory, LLC	$3.9K	46	+30	ADD
379	EFG International AG	$3.6K	42	+42	NEW
380	MV CAPITAL MANAGEMENT, INC.	$3.5K	41	+30	ADD
381	JNBA Financial Advisors	$3.3K	39	0	NO CHANGE
382	DecisionPoint Financial, LLC	$3.2K	38	−64	TRIM
383	Key FInancial Inc	$3.0K	36	−14	TRIM
384	Financial Perspectives, Inc	$2.9K	34	0	NO CHANGE
385	Kilter Group LLC	$2.9K	34	+1	ADD
386	CVA Family Office, LLC	$2.9K	34	0	NO CHANGE
387	Cassaday & Co Wealth Management LLC	$2.4K	28	+28	NEW
388	Bollard Group LLC	$2.2K	26,342	+3,387	ADD
389	MBM WEALTH CONSULTANTS, LLC	$2.0K	24	+24	NEW
390	Burk Holdings LLC	$2.0K	24	+24	NEW
391	GHP Investment Advisors, Inc.	$1.6K	19	+19	NEW
392	Bayforest Capital Ltd	$1.4K	17	−97	TRIM
393	Dogwood Wealth Management LLC	$1.4K	17	+17	NEW
394	TOTH FINANCIAL ADVISORY CORP	$1.4K	16	0	NO CHANGE
395	Summit Global Investments	$1.3K	15,678	−15,946	TRIM
396	ADVISORS MANAGEMENT GROUP INC /ADV	$1.2K	14,673	+380	ADD
397	Caitong International Asset Management Co., Ltd	$1.0K	12	−694	TRIM
398	Virtu Financial LLC	$994	11,748	+11,748	NEW
399	NATURAL INVESTMENTS, LLC	$982	11,617	0	NO CHANGE
400	CALDWELL SUTTER CAPITAL, INC.	$846	10	0	NO CHANGE
401	MidFirst Bank	$761	9	+9	NEW
402	Abound Wealth Management	$677	8	0	NO CHANGE
403	GSA CAPITAL PARTNERS LLP	$569	6,722	+2,127	ADD
404	Frazier Financial Advisors, LLC	$339	4	+4	NEW
405	THRIVENT FINANCIAL FOR LUTHERANS	$333	3,962	−267	TRIM
406	Avion Wealth	$62	736	+736	NEW
407	Capital Analysts, LLC	$30	359	+9	ADD
408	Smithfield Trust Co	$19	222	0	NO CHANGE
409	NOMURA ASSET MANAGEMENT CO LTD	$0	0	0	NO CHANGE
410	CIBC Private Wealth Group LLC	—	—	—	n/c
411	Litman Gregory Wealth Management LLC	—	—	—	n/c
412	Meridian Wealth Management, LLC	—	—	—	n/c
413	Global Retirement Partners, LLC	—	—	—	n/c
414	Lloyd Advisory Services, LLC.	—	—	—	n/c
415	TUCKER ASSET MANAGEMENT LLC	—	—	—	n/c
416	SageView Advisory Group, LLC	—	—	—	n/c
417	Carr Financial Group Corp	—	—	—	n/c
418	SG Trading Solutions, LLC	—	—	—	n/c
419	GLENMEDE TRUST CO NA	—	—	−8,565	EXIT
420	HARBOUR INVESTMENTS, INC.	—	—	−2,007	EXIT
421	GROUP ONE TRADING LLC	—	—	−1,620	EXIT
422	BURNEY CO/	—	—	−10,164	EXIT
423	BALYASNY ASSET MANAGEMENT L.P.	—	—	−8,316	EXIT
424	Walleye Trading LLC	—	—	−4,579	EXIT
425	PEAK6 LLC	—	—	−2,538	EXIT
426	J.W. COLE ADVISORS, INC.	—	—	−8,395	EXIT
427	Mitsubishi UFJ Trust & Banking Corp	—	—	−785	EXIT
428	TWO SIGMA ADVISERS, LP	—	—	−13,300	EXIT
429	Leonteq Securities AG	—	—	−7,000	EXIT
430	Capital International Investors	—	—	−6,622	EXIT
431	McIlrath & Eck, LLC	—	—	−456	EXIT
432	Garner Asset Management Corp	—	—	−649	EXIT
433	Lester Murray Antman dba SimplyRich	—	—	−13,763	EXIT
434	Investors Research Corp	—	—	−4,227	EXIT
435	N.E.W. Advisory Services LLC	—	—	−69	EXIT
436	Concord Wealth Partners	—	—	−2,132	EXIT
437	Navis Wealth Advisors, LLC	—	—	−4,170	EXIT
438	Optiver Holding B.V.	—	—	−16,603	EXIT
439	NFSG Corp	—	—	0	EXIT
440	R Squared Ltd	—	—	−3,137	EXIT
441	POM Investment Strategies, LLC	—	—	−50	EXIT
442	O'ROURKE & COMPANY, Inc	—	—	−5,433	EXIT
443	Dunhill Financial, LLC	—	—	−229	EXIT
444	New Republic Capital, LLC	—	—	−2,948	EXIT
445	EntryPoint Capital, LLC	—	—	−3,631	EXIT
446	Sivia Capital Partners, LLC	—	—	−3,349	EXIT
447	Diversify Advisory Services, LLC	—	—	−2,642	EXIT
448	J.M. Arbour, LLC	—	—	−2,771	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · NGG

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $324K held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · NATIONAL GRID PLC

Merged timeline of congressional filings and notable-manager moves on NGG
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	NEW	+3,827 sh

1 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.