MISL Institutional Ownership & Shareholders
FIRST TRUST INDXX AERO & DEF (MISL) is currently held by 122 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $365.24M 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 MISL tracked by InsiderSet, reporting ownership valued at approximately $49.05M 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 $44.51M, representing an estimated loss of -9.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed MISL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST INDXX AERO & DEF (MISL).
This page ranks the largest institutional MISL 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
122
Total Reported Value
$365.24M
Largest Holder
Lpl Financial Llc
Largest Position
$49.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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% | 1,071,583 | $49,046,360 | $44,513,558 | -$4,532,802 | -9.24% | |
| Raymond James Financial Inc | 0.01% | 840,063 | $38,449,697 | $34,896,217 | -$3,553,480 | -9.24% | |
| Wells Fargo & Company/Mn | 0.01% | 683,110 | $31,265,943 | $28,376,389 | -$2,889,554 | -9.24% | |
| Wcg Wealth Advisors Llc | 0.46% | 424,562 | $19,432,181 | $17,636,305 | -$1,795,876 | -9.24% | |
| Kestra Advisory Services, Llc | 0.05% | 408,674 | $17,000,827 | $16,976,318 | -$24,509 | -0.14% | |
| Mml Investors Services, Llc | 0.03% | 366,437 | $16,771,800 | $15,221,793 | -$1,550,007 | -9.24% | |
| Mutual Advisors, Llc | 0.22% | 249,563 | $11,422,491 | $10,366,847 | -$1,055,644 | -9.24% | |
| Morgan Stanley | 0.00% | 235,721 | $10,788,974 | $9,791,850 | -$997,124 | -9.24% | |
| Newsquare Capital Llc | 0.74% | 218,964 | $10,021,982 | $9,095,765 | -$926,217 | -9.24% | |
| Osaic Holdings, Inc. | 0.01% | 216,891 | $9,927,909 | $9,009,652 | -$918,257 | -9.25% | |
| Stifel Financial Corp | 0.01% | 197,816 | $9,054,066 | $8,217,277 | -$836,789 | -9.24% | |
| Proactive Wealth Strategies Llc | 1.40% | 190,085 | $8,700,264 | $7,896,131 | -$804,133 | -9.24% | |
| D.A. Davidson & Co. | 0.04% | 200,425 | $8,337,680 | $8,325,655 | -$12,026 | -0.14% | |
| Envestnet Asset Management Inc | 0.00% | 160,686 | $7,354,578 | $6,674,896 | -$679,682 | -9.24% | |
| Cetera Investment Advisers | 0.01% | 145,898 | $6,677,730 | $6,060,603 | -$617,127 | -9.24% | |
| Daymark Wealth Partners, Llc | 0.16% | 139,107 | $6,366,919 | $5,778,505 | -$588,414 | -9.24% | |
| Janney Montgomery Scott Llc | 0.01% | 121,391 | $5,556,000 | $5,042,582 | -$513,418 | -9.24% | |
| World Investment Advisors | 0.08% | 110,090 | $4,922,124 | $4,573,139 | -$348,985 | -7.09% | |
| Tounjian Advisory Partners, Llc | 2.00% | 101,945 | $4,666,024 | $4,234,795 | -$431,229 | -9.24% | |
| Royal Bank Of Canada | 0.00% | 97,388 | $4,457,000 | $4,045,498 | -$411,502 | -9.23% | |
| Prosperity Financial Group, Inc. | 1.28% | 104,948 | $4,365,850 | $4,359,540 | -$6,310 | -0.14% | |
| Benjamin Edwards Inc | 0.04% | 90,553 | $4,144,441 | $3,761,572 | -$382,869 | -9.24% | |
| Ifp Advisors, Inc | 0.07% | 95,483 | $3,972,093 | $3,966,364 | -$5,729 | -0.14% | |
| Garden State Investment Advisory Services Llc | 0.67% | 75,097 | $3,437,201 | $3,119,529 | -$317,672 | -9.24% | |
| Newedge Advisors, Llc | 0.01% | 70,817 | $3,241,300 | $2,941,738 | -$299,562 | -9.24% | |
| Bip Wealth, Llc | 0.09% | 75,882 | $3,156,705 | $3,152,138 | -$4,567 | -0.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 68,913 | $2,866,800 | $2,862,646 | -$4,154 | -0.14% | |
| &Partners | 0.01% | 60,430 | $2,802,564 | $2,510,262 | -$292,302 | -10.43% | |
| Private Advisor Group, Llc | 0.01% | 57,330 | $2,624,003 | $2,381,488 | -$242,515 | -9.24% | |
| Concorde Asset Management, Llc | 1.49% | 56,443 | $2,583,396 | $2,344,642 | -$238,754 | -9.24% | |
| Flow Traders U.S. Llc | 0.10% | 55,808 | $2,554,000 | $2,318,264 | -$235,736 | -9.23% | |
| Assetmark, Inc | 0.00% | 52,628 | $2,189,325 | $2,186,167 | -$3,158 | -0.14% | |
| Sigma Planning Corp | 0.06% | 52,561 | $2,186,524 | $2,183,384 | -$3,140 | -0.14% | |
| Capital Investment Advisory Services, Llc | 0.13% | 52,042 | $2,164,971 | $2,161,825 | -$3,146 | -0.15% | |
| Susquehanna International Group, Llp | 0.00% | 43,185 | $1,976,578 | $1,793,905 | -$182,673 | -9.24% | |
| Global Assets Advisory, Llc | 0.39% | 41,463 | $1,750,984 | $1,722,373 | -$28,611 | -1.63% | |
| Citadel Advisors Llc | 0.00% | 37,101 | $1,698,113 | $1,541,176 | -$156,937 | -9.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 39,824 | $1,663,050 | $1,654,289 | -$8,761 | -0.53% | |
| Tower Research Capital Llc (Trc) | 0.04% | 35,695 | $1,633,760 | $1,482,770 | -$150,990 | -9.24% | |
| Rfg Advisory, Llc | 0.02% | 29,748 | $1,361,572 | $1,235,732 | -$125,840 | -9.24% | |
| Fifth Third Bancorp | 0.00% | 28,583 | $1,308,244 | $1,187,338 | -$120,906 | -9.24% | |
| Insigneo Advisory Services, Llc | 0.05% | 28,150 | $1,288,426 | $1,169,351 | -$119,075 | -9.24% | |
| Cwm, Llc | 0.00% | 27,751 | $1,240,747 | $1,152,777 | -$87,970 | -7.09% | |
| Owen Larue, Llc | 0.43% | 26,800 | $1,226,614 | $1,113,272 | -$113,342 | -9.24% | |
| International Assets Investment Management, Llc | 0.07% | 28,622 | $1,195,839 | $1,188,958 | -$6,881 | -0.58% | |
| Jpmorgan Chase & Co | 0.00% | 26,024 | $1,170,299 | $1,081,037 | -$89,262 | -7.63% | |
| Gladstone Institutional Advisory Llc | 0.03% | 23,510 | $1,076,061 | $976,605 | -$99,456 | -9.24% | |
| Truist Financial Corp | 0.00% | 21,764 | $905,393 | $904,077 | -$1,316 | -0.15% | |
| Adamsbrown Wealth Consultants Llc | 0.16% | 21,423 | $891,186 | $889,911 | -$1,275 | -0.14% | |
| Bank Of America Corp | 0.00% | 19,447 | $890,089 | $807,828 | -$82,261 | -9.24% |
Frequently asked questions about MISL
Who are the largest institutional holders of MISL?
The largest institutional holders of MISL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Wells Fargo & Company/Mn, Wcg Wealth Advisors Llc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported MISL position.
What is MISL institutional ownership?
This page tracks MISL positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST INDXX AERO & DEF (MISL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MISL?
InsiderSet currently tracks 122 institutional managers reporting MISL 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 MISL shareholders.
How much MISL stock do institutions own?
Institutional investment managers disclosed approximately $365.24M in MISL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MISL institutional ownership last updated?
The latest MISL 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 MISL 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 MISL position after the reporting date.
Are institutions buying or selling MISL?
Institutional buying and selling can be analyzed by comparing MISL positions across consecutive 13F reporting periods. InsiderSet's MISL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MISL ownership changes.
How has MISL institutional ownership changed over time?
InsiderSet tracks MISL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.