FIRST TRUST INNOVATION LEADE (ILDR) Top Institutional Shareholders
FIRST TRUST INNOVATION LEADE (ILDR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $169.85M in ILDR holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ILDR tracked by InsiderSet, reporting ownership valued at approximately $49.73M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $63.61M, representing an estimated gain of +27.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed ILDR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cetera Investment Advisers, Mariner, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST INNOVATION LEADE (ILDR).
This page ranks the largest institutional ILDR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$169.85M
Largest Holder
Lpl Financial Llc
Largest Position
$49.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,670,030 | $49,733,490 | $63,611,443 | +$13,877,953 | +27.90% | |
| Cetera Investment Advisers | 0.01% | 272,975 | $8,129,196 | $10,397,618 | +$2,268,422 | +27.90% | |
| Mariner, Llc | 0.01% | 240,234 | $7,154,169 | $9,150,513 | +$1,996,344 | +27.90% | |
| Atria Investments, Inc | 0.08% | 240,101 | $7,150,208 | $9,145,447 | +$1,995,239 | +27.90% | |
| Patriot Financial Group Insurance Agency, Llc | 0.39% | 233,684 | $6,959,110 | $8,901,024 | +$1,941,914 | +27.90% | |
| Assetmark, Inc | 0.01% | 233,218 | $6,945,232 | $8,883,274 | +$1,938,042 | +27.90% | |
| Prospera Financial Services Inc | 0.11% | 220,787 | $6,574,801 | $8,409,777 | +$1,834,976 | +27.91% | |
| Hbw Advisory Services Llc | 0.47% | 148,261 | $4,415,213 | $5,647,261 | +$1,232,048 | +27.90% | |
| Osaic Holdings, Inc. | 0.01% | 126,690 | $3,772,692 | $4,825,622 | +$1,052,930 | +27.91% | |
| Envestnet Asset Management Inc | 0.00% | 126,042 | $3,753,531 | $4,800,940 | +$1,047,409 | +27.90% | |
| Mach-1 Financial Group, Llc | 1.29% | 123,511 | $3,678,178 | $4,704,534 | +$1,026,356 | +27.90% | |
| Harbour Investments, Inc. | 0.06% | 120,237 | $3,580,658 | $4,579,827 | +$999,169 | +27.90% | |
| Kestra Private Wealth Services, Llc | 0.04% | 119,160 | $3,548,585 | $4,538,804 | +$990,219 | +27.90% | |
| Sanctuary Advisors, Llc | 0.02% | 99,914 | $2,975,439 | $3,805,724 | +$830,285 | +27.90% | |
| Geneos Wealth Management Inc. | 0.06% | 90,665 | $2,700,004 | $3,453,430 | +$753,426 | +27.90% | |
| Maia Wealth Llc | 0.45% | 88,708 | $2,641,724 | $3,378,888 | +$737,164 | +27.90% | |
| Stifel Financial Corp | 0.00% | 82,514 | $2,457,265 | $3,142,958 | +$685,693 | +27.90% | |
| Farther Finance Advisors, Llc | 0.02% | 78,727 | $2,386,215 | $2,998,711 | +$612,496 | +25.67% | |
| Jane Street Group, Llc | 0.00% | 79,955 | $2,381,060 | $3,045,486 | +$664,426 | +27.90% | |
| Maridea Wealth Management Llc | 0.34% | 77,270 | $2,301,101 | $2,943,214 | +$642,113 | +27.90% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 75,860 | $2,259,111 | $2,889,507 | +$630,396 | +27.90% | |
| Wealth Watch Advisors, Inc | 0.92% | 73,868 | $2,199,789 | $2,813,632 | +$613,843 | +27.90% | |
| Merkkuri Wealth Advisors Llc | 1.36% | 68,805 | $2,049,013 | $2,620,782 | +$571,769 | +27.90% | |
| Kestra Advisory Services, Llc | 0.01% | 67,611 | $2,013,456 | $2,575,303 | +$561,847 | +27.90% | |
| Sigma Planning Corp | 0.06% | 67,350 | $2,005,683 | $2,565,362 | +$559,679 | +27.90% | |
| Wealthcare Advisory Partners Llc | 0.03% | 58,641 | $1,746,329 | $2,233,636 | +$487,307 | +27.90% | |
| Creative Financial Designs Inc | 0.10% | 56,160 | $1,672,445 | $2,139,134 | +$466,689 | +27.90% | |
| Citadel Advisors Llc | 0.00% | 44,388 | $1,321,875 | $1,690,739 | +$368,864 | +27.90% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 42,289 | $1,259,366 | $1,610,788 | +$351,422 | +27.90% | |
| Proactive Wealth Strategies Llc | 0.23% | 41,756 | $1,243,502 | $1,590,486 | +$346,984 | +27.90% | |
| Daymark Wealth Partners, Llc | 0.04% | 38,061 | $1,133,442 | $1,449,743 | +$316,301 | +27.91% | |
| Ae Wealth Management Llc | 0.01% | 37,091 | $1,104,555 | $1,412,796 | +$308,241 | +27.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,607 | $1,090,160 | $1,394,361 | +$304,201 | +27.90% | |
| Macro Advisors, Inc. | 0.44% | 36,128 | $1,075,892 | $1,376,116 | +$300,224 | +27.90% | |
| Garden State Investment Advisory Services Llc | 0.23% | 32,010 | $953,258 | $1,219,261 | +$266,003 | +27.90% | |
| Mutual Advisors, Llc | 0.02% | 31,124 | $926,873 | $1,185,513 | +$258,640 | +27.90% | |
| Golden State Wealth Management, Llc | 0.08% | 25,955 | $772,943 | $988,626 | +$215,683 | +27.90% | |
| Legacy Wealth Managment, Llc/Id | 0.38% | 25,860 | $770,111 | $985,007 | +$214,896 | +27.90% | |
| Morey & Quinn Wealth Partners, Llc | 0.54% | 25,652 | $763,917 | $977,085 | +$213,168 | +27.90% | |
| Rfg Advisory, Llc | 0.01% | 24,638 | $733,720 | $938,461 | +$204,741 | +27.90% | |
| Pacific Excel Wealth Advisors, Inc. | 0.73% | 23,438 | $697,984 | $892,753 | +$194,769 | +27.90% | |
| Newman Dignan & Sheerar, Inc. | 0.14% | 22,500 | $670,050 | $857,025 | +$186,975 | +27.90% | |
| Strategic Blueprint, Llc | 0.04% | 21,865 | $651,140 | $832,838 | +$181,698 | +27.90% | |
| Chris Bulman Inc | 0.26% | 20,038 | $596,731 | $763,247 | +$166,516 | +27.90% | |
| Sowell Financial Services Llc | 0.02% | 18,393 | $547,744 | $700,589 | +$152,845 | +27.90% | |
| Brookstone Capital Management | 0.01% | 17,411 | $518,500 | $663,185 | +$144,685 | +27.90% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 17,156 | $510,906 | $653,472 | +$142,566 | +27.90% | |
| Glen Eagle Advisors, Llc | 0.07% | 17,078 | $508,583 | $650,501 | +$141,918 | +27.90% | |
| Foundations Investment Advisors, Llc | 0.01% | 14,591 | $434,520 | $555,771 | +$121,251 | +27.90% | |
| Iht Wealth Management, Llc | 0.01% | 13,260 | $394,882 | $505,073 | +$110,191 | +27.90% |
Frequently asked questions about ILDR
Who owns the most ILDR stock?
The largest holders of ILDR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST INNOVATION LEADE (ILDR).
Is ILDR widely held by superinvestors?
Many widely followed stocks like ILDR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ILDR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.