FIRST TRUST INDXX AERO & DEF (MISL) Institutional Shareholders
FIRST TRUST INDXX AERO & DEF (MISL) 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 $615.81M in MISL holdings during the latest filing period.
Harel Insurance Investments & Financial Services Ltd. is currently the largest disclosed institutional shareholder of MISL tracked by InsiderSet, reporting ownership valued at approximately $243.15M 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 $225.14M, representing an estimated loss of -7.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed MISL value among the investors covered in this analysis. Major shareholders include Harel Insurance Investments & Financial Services Ltd., Lpl Financial Llc, Raymond James Financial Inc, 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
124
Total Reported Value
$615.81M
Largest Holder
Harel Insurance Investments & Financial Services Ltd.
Largest Position
$243.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1.18% | 5,312,400 | $243,149,000 | $225,139,512 | -$18,009,488 | -7.41% | |
| Lpl Financial Llc | 0.01% | 1,071,583 | $49,046,360 | $45,413,688 | -$3,632,672 | -7.41% | |
| Raymond James Financial Inc | 0.01% | 840,063 | $38,449,697 | $35,601,870 | -$2,847,827 | -7.41% | |
| Wells Fargo & Company/Mn | 0.01% | 683,110 | $31,265,943 | $28,950,202 | -$2,315,741 | -7.41% | |
| Wcg Wealth Advisors Llc | 0.46% | 424,562 | $19,432,181 | $17,992,938 | -$1,439,243 | -7.41% | |
| Mml Investors Services, Llc | 0.03% | 366,437 | $16,771,800 | $15,529,600 | -$1,242,200 | -7.41% | |
| Kestra Advisory Services, Llc | 0.05% | 341,451 | $15,628,224 | $14,470,693 | -$1,157,531 | -7.41% | |
| Mutual Advisors, Llc | 0.22% | 249,563 | $11,422,491 | $10,576,480 | -$846,011 | -7.41% | |
| Morgan Stanley | 0.00% | 235,721 | $10,788,974 | $9,989,856 | -$799,118 | -7.41% | |
| Newsquare Capital Llc | 0.74% | 218,964 | $10,021,982 | $9,279,694 | -$742,288 | -7.41% | |
| Osaic Holdings, Inc. | 0.01% | 216,891 | $9,927,909 | $9,191,841 | -$736,068 | -7.41% | |
| D.A. Davidson & Co. | 0.05% | 205,794 | $9,419,191 | $8,721,550 | -$697,641 | -7.41% | |
| Stifel Financial Corp | 0.01% | 197,816 | $9,054,066 | $8,383,442 | -$670,624 | -7.41% | |
| Proactive Wealth Strategies Llc | 1.40% | 190,085 | $8,700,264 | $8,055,802 | -$644,462 | -7.41% | |
| Envestnet Asset Management Inc | 0.00% | 160,686 | $7,354,578 | $6,809,873 | -$544,705 | -7.41% | |
| Cetera Investment Advisers | 0.01% | 145,898 | $6,677,730 | $6,183,157 | -$494,573 | -7.41% | |
| Daymark Wealth Partners, Llc | 0.16% | 139,107 | $6,366,919 | $5,895,355 | -$471,564 | -7.41% | |
| Janney Montgomery Scott Llc | 0.01% | 121,391 | $5,556,000 | $5,144,551 | -$411,449 | -7.41% | |
| World Investment Advisors | 0.08% | 110,090 | $4,922,124 | $4,665,614 | -$256,510 | -5.21% | |
| Prosperity Financial Group, Inc. | 1.50% | 105,943 | $4,849,016 | $4,489,864 | -$359,152 | -7.41% | |
| Tounjian Advisory Partners, Llc | 2.00% | 101,945 | $4,666,024 | $4,320,429 | -$345,595 | -7.41% | |
| Ifp Advisors, Inc | 0.08% | 101,253 | $4,634,350 | $4,291,102 | -$343,248 | -7.41% | |
| Royal Bank Of Canada | 0.00% | 97,388 | $4,457,000 | $4,127,303 | -$329,697 | -7.40% | |
| Benjamin Edwards Inc | 0.04% | 90,553 | $4,144,441 | $3,837,636 | -$306,805 | -7.40% | |
| Assetmark, Inc | 0.01% | 88,875 | $4,067,809 | $3,766,523 | -$301,287 | -7.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 83,832 | $3,836,990 | $3,552,800 | -$284,190 | -7.41% | |
| Garden State Investment Advisory Services Llc | 0.67% | 75,097 | $3,437,201 | $3,182,611 | -$254,590 | -7.41% | |
| Newedge Advisors, Llc | 0.01% | 70,817 | $3,241,300 | $3,001,224 | -$240,076 | -7.41% | |
| Bip Wealth, Llc | 0.09% | 70,412 | $3,222,737 | $2,984,061 | -$238,676 | -7.41% | |
| &Partners | 0.01% | 60,430 | $2,802,564 | $2,561,023 | -$241,541 | -8.62% | |
| Private Advisor Group, Llc | 0.01% | 57,330 | $2,624,003 | $2,429,645 | -$194,358 | -7.41% | |
| Concorde Asset Management, Llc | 1.49% | 56,443 | $2,583,396 | $2,392,054 | -$191,342 | -7.41% | |
| Flow Traders U.S. Llc | 0.10% | 55,808 | $2,554,000 | $2,365,143 | -$188,857 | -7.39% | |
| Sigma Planning Corp | 0.06% | 53,574 | $2,452,063 | $2,270,466 | -$181,597 | -7.41% | |
| Capital Investment Advisory Services, Llc | 0.12% | 43,948 | $2,011,500 | $1,862,516 | -$148,984 | -7.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 44,579 | $1,985,103 | $1,889,258 | -$95,845 | -4.83% | |
| Susquehanna International Group, Llp | 0.00% | 43,185 | $1,976,578 | $1,830,180 | -$146,398 | -7.41% | |
| Global Assets Advisory, Llc | 0.42% | 41,917 | $1,935,703 | $1,776,442 | -$159,261 | -8.23% | |
| Buska Wealth Management, Llc | 0.63% | 38,200 | $1,748,414 | $1,618,916 | -$129,498 | -7.41% | |
| Citadel Advisors Llc | 0.00% | 37,101 | $1,698,113 | $1,572,340 | -$125,773 | -7.41% | |
| Tower Research Capital Llc (Trc) | 0.04% | 35,695 | $1,633,760 | $1,512,754 | -$121,006 | -7.41% | |
| Rfg Advisory, Llc | 0.02% | 29,748 | $1,361,572 | $1,260,720 | -$100,852 | -7.41% | |
| Fifth Third Bancorp | 0.00% | 28,583 | $1,308,244 | $1,211,348 | -$96,896 | -7.41% | |
| Insigneo Advisory Services, Llc | 0.05% | 28,150 | $1,288,426 | $1,192,997 | -$95,429 | -7.41% | |
| Cwm, Llc | 0.00% | 27,751 | $1,240,747 | $1,176,087 | -$64,660 | -5.21% | |
| Owen Larue, Llc | 0.43% | 26,800 | $1,226,614 | $1,135,784 | -$90,830 | -7.40% | |
| Jpmorgan Chase & Co | 0.00% | 26,024 | $1,170,299 | $1,102,897 | -$67,402 | -5.76% | |
| Truist Financial Corp | 0.00% | 23,520 | $1,076,494 | $996,778 | -$79,716 | -7.41% | |
| Gladstone Institutional Advisory Llc | 0.03% | 23,510 | $1,076,061 | $996,354 | -$79,707 | -7.41% | |
| International Assets Investment Management, Llc | 0.06% | 22,689 | $1,041,438 | $961,560 | -$79,878 | -7.67% |
Frequently asked questions about MISL
Who owns the most MISL stock?
The largest holders of MISL 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 AERO & DEF (MISL).
Is MISL widely held by superinvestors?
Many widely followed stocks like MISL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MISL 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.