ILDR Institutional Ownership & Shareholders
FIRST TRUST INNOVATION LEADE (ILDR) is currently held by 100 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $258.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $73.59M, representing an estimated loss of -8.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
100
Total Reported Value
$258.60M
Largest Holder
Lpl Financial Llc
Largest Position
$80.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
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 | $73,588,752 | -$6,588,651 | -8.22% | |
| Cetera Investment Advisers | 0.02% | 476,432 | $18,697,574 | $17,161,081 | -$1,536,493 | -8.22% | |
| Assetmark, Inc | 0.02% | 255,584 | $10,095,568 | $9,206,136 | -$889,432 | -8.81% | |
| Hbw Advisory Services Llc | 0.90% | 230,259 | $9,095,222 | $8,293,929 | -$801,293 | -8.81% | |
| Mariner, Llc | 0.01% | 198,530 | $7,791,311 | $7,151,051 | -$640,260 | -8.22% | |
| Atria Investments, Inc | 0.07% | 187,452 | $7,404,354 | $6,752,021 | -$652,333 | -8.81% | |
| Osaic Holdings, Inc. | 0.01% | 164,695 | $6,464,147 | $5,932,314 | -$531,833 | -8.23% | |
| Maia Wealth Llc | 0.84% | 153,281 | $6,054,588 | $5,521,182 | -$533,406 | -8.81% | |
| Envestnet Asset Management Inc | 0.00% | 151,990 | $5,964,847 | $5,474,680 | -$490,167 | -8.22% | |
| Harbour Investments, Inc. | 0.07% | 127,470 | $5,002,561 | $4,591,469 | -$411,092 | -8.22% | |
| Kestra Private Wealth Services, Llc | 0.05% | 117,335 | $4,634,733 | $4,226,407 | -$408,326 | -8.81% | |
| Kingswood Wealth Advisors, Llc | 0.17% | 113,452 | $4,481,354 | $4,086,541 | -$394,813 | -8.81% | |
| Patriot Financial Group Insurance Agency, Llc | 0.42% | 110,915 | $4,381,143 | $3,995,158 | -$385,985 | -8.81% | |
| Mach-1 Financial Group, Llc | 1.59% | 104,662 | $4,107,461 | $3,769,925 | -$337,536 | -8.22% | |
| Wealth Watch Advisors, Inc | 1.30% | 102,138 | $4,008,407 | $3,679,011 | -$329,396 | -8.22% | |
| Sanctuary Advisors, Llc | 0.02% | 96,723 | $3,795,895 | $3,483,962 | -$311,933 | -8.22% | |
| Geneos Wealth Management Inc. | 0.08% | 93,734 | $3,679,060 | $3,376,299 | -$302,761 | -8.23% | |
| Farther Finance Advisors, Llc | 0.02% | 85,063 | $3,359,989 | $3,063,969 | -$296,020 | -8.81% | |
| Kestra Advisory Services, Llc | 0.01% | 83,889 | $3,313,600 | $3,021,682 | -$291,918 | -8.81% | |
| Merkkuri Wealth Advisors Llc | 1.98% | 81,298 | $3,190,540 | $2,928,354 | -$262,186 | -8.22% | |
| Arax Advisory Partners | 0.02% | 73,362 | $2,879,093 | $2,642,499 | -$236,594 | -8.22% | |
| Maridea Wealth Management Llc | 0.31% | 73,308 | $2,876,973 | $2,640,554 | -$236,419 | -8.22% | |
| Stifel Financial Corp | 0.00% | 72,221 | $2,834,312 | $2,601,400 | -$232,912 | -8.22% | |
| Arwa Llc | 0.95% | 64,898 | $2,571,259 | $2,337,626 | -$233,633 | -9.09% | |
| Creative Financial Designs Inc | 0.11% | 58,184 | $2,283,431 | $2,095,788 | -$187,643 | -8.22% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 75,860 | $2,259,111 | $2,732,477 | +$473,366 | +20.95% | |
| Rfg Advisory, Llc | 0.04% | 57,415 | $2,253,252 | $2,068,088 | -$185,164 | -8.22% | |
| Citadel Advisors Llc | 0.00% | 57,413 | $2,253,173 | $2,068,016 | -$185,157 | -8.22% | |
| Garden State Investment Advisory Services Llc | 0.43% | 55,983 | $2,197,058 | $2,016,508 | -$180,550 | -8.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 55,027 | $2,173,570 | $1,982,073 | -$191,497 | -8.81% | |
| Centennial Wealth Advisory Llc | 0.43% | 52,473 | $2,072,790 | $1,890,077 | -$182,713 | -8.81% | |
| Daymark Wealth Partners, Llc | 0.04% | 46,638 | $1,830,302 | $1,679,901 | -$150,401 | -8.22% | |
| Proactive Wealth Strategies Llc | 0.27% | 43,096 | $1,691,322 | $1,552,318 | -$139,004 | -8.22% | |
| Sigma Planning Corp | 0.04% | 40,400 | $1,595,800 | $1,455,208 | -$140,592 | -8.81% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 40,510 | $1,589,815 | $1,459,170 | -$130,645 | -8.22% | |
| Prospera Financial Services Inc | 0.02% | 39,224 | $1,539,333 | $1,412,848 | -$126,485 | -8.22% | |
| Mutual Advisors, Llc | 0.03% | 38,464 | $1,509,520 | $1,385,473 | -$124,047 | -8.22% | |
| Macro Advisors, Inc. | 0.45% | 36,319 | $1,425,339 | $1,308,210 | -$117,129 | -8.22% | |
| Private Advisor Group, Llc | 0.01% | 34,431 | $1,351,234 | $1,240,205 | -$111,029 | -8.22% | |
| Cpr Investments Inc. | 0.96% | 32,555 | $1,285,915 | $1,172,631 | -$113,284 | -8.81% | |
| Strategic Blueprint, Llc | 0.06% | 30,643 | $1,210,407 | $1,103,761 | -$106,646 | -8.81% | |
| Legacy Wealth Managment, Llc/Id | 0.44% | 27,202 | $1,067,544 | $979,816 | -$87,728 | -8.22% | |
| Morey & Quinn Wealth Partners, Llc | 0.68% | 26,304 | $1,039,008 | $947,470 | -$91,538 | -8.81% | |
| Newman Dignan & Sheerar, Inc. | 0.19% | 25,857 | $1,021,347 | $931,369 | -$89,978 | -8.81% | |
| Jane Street Group, Llc | 0.00% | 26,021 | $1,021,194 | $937,276 | -$83,918 | -8.22% | |
| Glen Eagle Advisors, Llc | 0.12% | 24,051 | $943,881 | $866,317 | -$77,564 | -8.22% | |
| Symphony Financial, Ltd. Co. | 0.08% | 22,790 | $901,345 | $820,896 | -$80,449 | -8.93% | |
| Chris Bulman Inc | 0.30% | 21,741 | $858,773 | $783,111 | -$75,662 | -8.81% | |
| Betterment Llc | 0.00% | 21,837 | $857,000 | $786,569 | -$70,431 | -8.22% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 20,113 | $789,335 | $724,470 | -$64,865 | -8.22% |
Frequently asked questions about ILDR
Who are the largest institutional holders of ILDR?
The largest institutional holders of ILDR reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cetera Investment Advisers, Assetmark, Inc, Hbw Advisory Services Llc, and Mariner, Llc. InsiderSet ranks institutional holders by their latest reported ILDR position.
What is ILDR institutional ownership?
This page tracks ILDR positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST INNOVATION LEADE (ILDR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ILDR?
InsiderSet currently tracks 100 institutional managers reporting ILDR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ILDR shareholders.
How much ILDR stock do institutions own?
Institutional investment managers disclosed approximately $258.60M in ILDR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ILDR institutional ownership last updated?
The latest ILDR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ILDR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ILDR position after the reporting date.
Are institutions buying or selling ILDR?
Institutional buying and selling can be analyzed by comparing ILDR positions across consecutive 13F reporting periods. InsiderSet's ILDR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ILDR ownership changes.
How has ILDR institutional ownership changed over time?
InsiderSet tracks ILDR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.