FIRST TRUST INDXX INNOVATIVE (LEGR) Top Institutional Shareholders
FIRST TRUST INDXX INNOVATIVE (LEGR) 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 $48.95M in LEGR holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of LEGR tracked by InsiderSet, reporting ownership valued at approximately $8.58M 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 $9.73M, representing an estimated gain of +13.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed LEGR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Financial Engines Advisors L.L.C., Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in FIRST TRUST INDXX INNOVATIVE (LEGR).
This page ranks the largest institutional LEGR 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
65
Total Reported Value
$48.95M
Largest Holder
Lpl Financial Llc
Largest Position
$8.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 148,504 | $8,578,217 | $9,730,725 | +$1,152,508 | +13.44% | |
| Financial Engines Advisors L.L.C. | 0.01% | 108,140 | $6,246,610 | $7,085,874 | +$839,264 | +13.44% | |
| Susquehanna International Group, Llp | 0.01% | 97,188 | $5,613,977 | $6,368,244 | +$754,267 | +13.44% | |
| Raymond James Financial Inc | 0.00% | 62,772 | $3,625,932 | $4,113,135 | +$487,203 | +13.44% | |
| Kingswood Wealth Advisors, Llc | 0.17% | 61,476 | $3,551,103 | $4,028,215 | +$477,112 | +13.44% | |
| Bank Of America Corp | 0.00% | 36,674 | $2,118,455 | $2,403,064 | +$284,609 | +13.43% | |
| Ameriprise Financial Inc | 0.00% | 33,134 | $1,911,850 | $2,171,105 | +$259,255 | +13.56% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 33,054 | $1,909,348 | $2,165,863 | +$256,515 | +13.43% | |
| Benjamin Edwards Inc | 0.01% | 25,459 | $1,470,496 | $1,668,201 | +$197,705 | +13.44% | |
| First Trust Advisors Lp | 0.00% | 22,683 | $1,309,792 | $1,486,304 | +$176,512 | +13.48% | |
| Osaic Holdings, Inc. | 0.00% | 18,529 | $1,070,196 | $1,214,113 | +$143,917 | +13.45% | |
| Vontobel Holding Ltd. | 0.00% | 18,000 | $1,039,754 | $1,179,450 | +$139,696 | +13.44% | |
| Flputnam Investment Management Co | 0.01% | 16,578 | $957,603 | $1,086,273 | +$128,670 | +13.44% | |
| Oppenheimer Asset Management Inc. | 0.01% | 16,078 | $928,729 | $1,053,511 | +$124,782 | +13.44% | |
| Equitable Holdings, Inc. | 0.01% | 13,902 | $827,147 | $910,929 | +$83,782 | +10.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,346 | $770,940 | $874,497 | +$103,557 | +13.43% | |
| Flagstar Advisors Inc | 0.25% | 12,048 | $695,978 | $789,445 | +$93,467 | +13.43% | |
| Wealthcare Investment Partners, Llc | 0.17% | 10,753 | $623,342 | $704,590 | +$81,248 | +13.03% | |
| Benson Wealth Management Inc | 0.81% | 10,191 | $588,674 | $667,765 | +$79,091 | +13.44% | |
| Hightower Advisors, Llc | 0.00% | 9,200 | $531,457 | $602,830 | +$71,373 | +13.43% | |
| Belpointe Asset Management Llc | 0.01% | 6,547 | $378,182 | $428,992 | +$50,810 | +13.44% | |
| Mercer Global Advisors Inc | 0.00% | 5,541 | $320,028 | $363,074 | +$43,046 | +13.45% | |
| Kestra Advisory Services, Llc | 0.00% | 5,496 | $317,477 | $360,125 | +$42,648 | +13.43% | |
| Corient Private Wealth Llc | 0.00% | 5,394 | $311,557 | $353,442 | +$41,885 | +13.44% | |
| Cetera Investment Advisers | 0.00% | 4,502 | $260,030 | $294,994 | +$34,964 | +13.45% | |
| Crux Wealth Advisors | 0.10% | 4,407 | $254,545 | $288,769 | +$34,224 | +13.45% | |
| Royal Bank Of Canada | 0.00% | 4,395 | $254,000 | $287,982 | +$33,982 | +13.38% | |
| Cpr Investments Inc. | 0.17% | 4,332 | $250,216 | $283,854 | +$33,638 | +13.44% | |
| Stifel Financial Corp | 0.00% | 4,028 | $232,673 | $263,935 | +$31,262 | +13.44% | |
| Prospera Financial Services Inc | 0.00% | 3,615 | $208,814 | $236,873 | +$28,059 | +13.44% | |
| Vertex Planning Partners, Llc | 0.04% | 3,500 | $202,174 | $229,338 | +$27,164 | +13.44% | |
| Sound Income Strategies, Llc | 0.01% | 2,662 | $154,939 | $174,428 | +$19,489 | +12.58% | |
| Western Wealth Management, Llc | 0.01% | 2,443 | $141,105 | $160,078 | +$18,973 | +13.45% | |
| Capital Investment Advisory Services, Llc | 0.01% | 2,058 | $118,906 | $134,850 | +$15,944 | +13.41% | |
| Cwm, Llc | 0.00% | 1,956 | $112,987 | $128,167 | +$15,180 | +13.44% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,838 | $106,148 | $120,435 | +$14,287 | +13.46% | |
| Ae Wealth Management Llc | 0.00% | 1,833 | $105,882 | $120,107 | +$14,225 | +13.44% | |
| Morgan Stanley | 0.00% | 1,797 | $103,828 | $117,748 | +$13,920 | +13.41% | |
| Central Trust Co | 0.00% | 1,635 | $94,445 | $107,133 | +$12,688 | +13.43% | |
| Harbour Investments, Inc. | 0.00% | 1,603 | $92,596 | $105,037 | +$12,441 | +13.44% | |
| Guardian Wealth Advisors, Llc / Nc | 0.01% | 1,423 | $82,221 | $93,242 | +$11,021 | +13.40% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,423 | $82,198 | $93,242 | +$11,044 | +13.44% | |
| Twin Peaks Wealth Advisors, Llc | 0.01% | 1,031 | $59,555 | $67,556 | +$8,001 | +13.44% | |
| Ubs Group Ag | 0.00% | 758 | $43,785 | $49,668 | +$5,883 | +13.44% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 480 | $27,727 | $31,452 | +$3,725 | +13.43% | |
| Nbc Securities, Inc. | 0.00% | 475 | $27,437 | $31,124 | +$3,687 | +13.44% | |
| Ifp Advisors, Inc | 0.00% | 468 | $27,034 | $30,666 | +$3,632 | +13.43% | |
| Wells Fargo & Company/Mn | 0.00% | 451 | $26,074 | $29,552 | +$3,478 | +13.34% | |
| Bank Of Montreal | 0.00% | 445 | $25,705 | $29,159 | +$3,454 | +13.44% | |
| Farther Finance Advisors, Llc | 0.00% | 388 | $22,583 | $25,424 | +$2,841 | +12.58% |
Frequently asked questions about LEGR
Who owns the most LEGR stock?
The largest holders of LEGR 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 INDXX INNOVATIVE (LEGR).
Is LEGR widely held by superinvestors?
Many widely followed stocks like LEGR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LEGR 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.