FIRST TRUST INNOVATION LEADE (ILDR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $241.18M 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 $80.18M in its June 30, 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 $79.68M, representing an estimated loss of -0.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed ILDR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cetera Investment Advisers, Assetmark, Inc, 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
90
Total Reported Value
$241.18M
Largest Holder
Lpl Financial Llc
Largest Position
$80.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 2,042,997 | $80,177,403 | $79,676,883 | -$500,520 | -0.62% | |
| Cetera Investment Advisers | 0.02% | 476,432 | $18,697,574 | $18,580,848 | -$116,726 | -0.62% | |
| Assetmark, Inc | 0.02% | 234,300 | $9,195,104 | $9,137,700 | -$57,404 | -0.62% | |
| Mariner, Llc | 0.01% | 198,530 | $7,791,311 | $7,742,670 | -$48,641 | -0.62% | |
| Atria Investments, Inc | 0.08% | 196,605 | $7,715,771 | $7,667,595 | -$48,176 | -0.62% | |
| Hbw Advisory Services Llc | 0.61% | 171,316 | $6,723,297 | $6,681,324 | -$41,973 | -0.62% | |
| Osaic Holdings, Inc. | 0.01% | 164,695 | $6,464,147 | $6,423,105 | -$41,042 | -0.63% | |
| Envestnet Asset Management Inc | 0.00% | 151,990 | $5,964,847 | $5,927,610 | -$37,237 | -0.62% | |
| Harbour Investments, Inc. | 0.07% | 127,470 | $5,002,561 | $4,971,330 | -$31,231 | -0.62% | |
| Patriot Financial Group Insurance Agency, Llc | 0.47% | 116,269 | $4,562,977 | $4,534,491 | -$28,486 | -0.62% | |
| Kestra Private Wealth Services, Llc | 0.05% | 115,700 | $4,540,647 | $4,512,300 | -$28,347 | -0.62% | |
| Maia Wealth Llc | 0.64% | 110,829 | $4,349,485 | $4,322,331 | -$27,154 | -0.62% | |
| Mach-1 Financial Group, Llc | 1.59% | 104,662 | $4,107,461 | $4,081,818 | -$25,643 | -0.62% | |
| Wealth Watch Advisors, Inc | 1.30% | 102,138 | $4,008,407 | $3,983,382 | -$25,025 | -0.62% | |
| Sanctuary Advisors, Llc | 0.02% | 96,723 | $3,795,895 | $3,772,197 | -$23,698 | -0.62% | |
| Geneos Wealth Management Inc. | 0.08% | 93,734 | $3,679,060 | $3,655,626 | -$23,434 | -0.64% | |
| Merkkuri Wealth Advisors Llc | 1.98% | 81,298 | $3,190,540 | $3,170,622 | -$19,918 | -0.62% | |
| Farther Finance Advisors, Llc | 0.02% | 74,267 | $2,914,608 | $2,896,413 | -$18,195 | -0.62% | |
| Arax Advisory Partners | 0.02% | 73,362 | $2,879,093 | $2,861,118 | -$17,975 | -0.62% | |
| Maridea Wealth Management Llc | 0.31% | 73,308 | $2,876,973 | $2,859,012 | -$17,961 | -0.62% | |
| Stifel Financial Corp | 0.00% | 72,221 | $2,834,312 | $2,816,619 | -$17,693 | -0.62% | |
| Kestra Advisory Services, Llc | 0.01% | 63,571 | $2,494,829 | $2,479,269 | -$15,560 | -0.62% | |
| Creative Financial Designs Inc | 0.11% | 58,184 | $2,283,431 | $2,269,176 | -$14,255 | -0.62% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 75,860 | $2,259,111 | $2,958,540 | +$699,429 | +30.96% | |
| Rfg Advisory, Llc | 0.04% | 57,415 | $2,253,252 | $2,239,185 | -$14,067 | -0.62% | |
| Citadel Advisors Llc | 0.00% | 57,413 | $2,253,173 | $2,239,107 | -$14,066 | -0.62% | |
| Garden State Investment Advisory Services Llc | 0.43% | 55,983 | $2,197,058 | $2,183,337 | -$13,721 | -0.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,984 | $1,922,380 | $1,910,376 | -$12,004 | -0.62% | |
| Centennial Wealth Advisory Llc | 0.40% | 46,783 | $1,836,001 | $1,824,537 | -$11,464 | -0.62% | |
| Daymark Wealth Partners, Llc | 0.04% | 46,638 | $1,830,302 | $1,818,882 | -$11,420 | -0.62% | |
| Proactive Wealth Strategies Llc | 0.27% | 43,096 | $1,691,322 | $1,680,744 | -$10,578 | -0.63% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 40,510 | $1,589,815 | $1,579,890 | -$9,925 | -0.62% | |
| Sigma Planning Corp | 0.04% | 39,939 | $1,567,406 | $1,557,621 | -$9,785 | -0.62% | |
| Prospera Financial Services Inc | 0.02% | 39,224 | $1,539,333 | $1,529,736 | -$9,597 | -0.62% | |
| Mutual Advisors, Llc | 0.03% | 38,464 | $1,509,520 | $1,500,096 | -$9,424 | -0.62% | |
| Macro Advisors, Inc. | 0.45% | 36,319 | $1,425,339 | $1,416,441 | -$8,898 | -0.62% | |
| Private Advisor Group, Llc | 0.01% | 34,431 | $1,351,234 | $1,342,809 | -$8,425 | -0.62% | |
| Legacy Wealth Managment, Llc/Id | 0.44% | 27,202 | $1,067,544 | $1,060,878 | -$6,666 | -0.62% | |
| Jane Street Group, Llc | 0.00% | 26,021 | $1,021,194 | $1,014,819 | -$6,375 | -0.62% | |
| Morey & Quinn Wealth Partners, Llc | 0.63% | 24,985 | $980,536 | $974,415 | -$6,121 | -0.62% | |
| Glen Eagle Advisors, Llc | 0.12% | 24,051 | $943,881 | $937,989 | -$5,892 | -0.62% | |
| Newman Dignan & Sheerar, Inc. | 0.18% | 23,719 | $930,853 | $925,041 | -$5,812 | -0.62% | |
| Strategic Blueprint, Llc | 0.04% | 22,718 | $891,568 | $886,002 | -$5,566 | -0.62% | |
| Betterment Llc | 0.00% | 21,837 | $857,000 | $851,643 | -$5,357 | -0.63% | |
| Chris Bulman Inc | 0.31% | 21,570 | $846,515 | $841,230 | -$5,285 | -0.62% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 20,113 | $789,335 | $784,407 | -$4,928 | -0.62% | |
| Foundations Investment Advisors, Llc | 0.01% | 18,633 | $731,252 | $726,687 | -$4,565 | -0.62% | |
| Brookstone Capital Management | 0.01% | 18,626 | $730,977 | $726,414 | -$4,563 | -0.62% | |
| Gateway Wealth Partners, Llc | 0.04% | 17,137 | $672,541 | $668,343 | -$4,198 | -0.62% | |
| Sowell Financial Services Llc | 0.02% | 15,296 | $600,292 | $596,544 | -$3,748 | -0.62% |
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.