FIRST TRUST INNOVATION LEADE ILDR
$38.24
-1.8% 52w: $27.75 – $40.54
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data27.7534.1540.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
83
+3 QoQ
13F value
$173.5M
+0.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ILDR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.7M | $49.7M | 0.0% | -1.7% |
| Cetera Investment Advisers | Wealth advisor | 273.0K | $8.1M | 0.0% | +142.1% |
| Mariner, LLC | Diversified mechanical | 240.2K | $7.2M | 0.0% | -8.0% |
| Atria Investments, Inc | Wealth advisor | 240.1K | $7.2M | 0.1% | -8.7% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 233.7K | $7.0M | 0.4% | +1675.3% |
| ASSETMARK, INC | Wealth advisor | 233.2K | $6.9M | 0.0% | +15.3% |
| Prospera Financial Services Inc | Diversified mechanical | 220.8K | $6.6M | 0.1% | +462.7% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 148.3K | $4.4M | 0.5% | +13.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 126.7K | $3.8M | 0.0% | -4.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 126.0K | $3.8M | 0.0% | +34.4% |
| Mach-1 Financial Group, LLC | Wealth advisor | 123.5K | $3.7M | 1.3% | +1.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 120.2K | $3.6M | 0.1% | +470.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 119.2K | $3.5M | 0.0% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 99.9K | $3.0M | 0.0% | +42.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 91.1K | $2.7M | 0.0% | -15.3% |
| Geneos Wealth Management Inc. | Wealth advisor | 90.7K | $2.7M | 0.1% | -4.6% |
| Maia Wealth LLC | Wealth advisor | 88.7K | $2.6M | 0.4% | +42.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 82.5K | $2.5M | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 78.7K | $2.4M | 0.0% | +139.0% |
| JANE STREET GROUP, LLC | Market maker | 80.0K | $2.4M | 0.0% | +489.9% |
| Maridea Wealth Management LLC | Wealth advisor | 77.3K | $2.3M | 0.3% | +4.9% |
| U.S. Capital Wealth Advisors, LLC | Other | 75.9K | $2.3M | 0.1% | -2.3% |
| Wealth Watch Advisors, INC | Wealth advisor | 73.9K | $2.2M | 0.9% | +6.0% |
| Merkkuri Wealth Advisors LLC | Wealth advisor | 68.8K | $2.0M | 1.4% | +2.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 67.6K | $2.0M | 0.0% | +21.7% |
| Sigma Planning Corp | Wealth advisor | 67.3K | $2.0M | 0.1% | +63.3% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 58.6K | $1.7M | 0.0% | +23.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 56.2K | $1.7M | 0.1% | -20.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 44.4K | $1.3M | 0.0% | -91.3% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 42.3K | $1.3M | 0.0% | +0.6% |
| Proactive Wealth Strategies LLC | Wealth advisor | 41.8K | $1.2M | 0.2% | +199.6% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 38.1K | $1.1M | 0.0% | +453.5% |
| AE Wealth Management LLC | Wealth advisor | 37.1K | $1.1M | 0.0% | -1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 36.6K | $1.1M | 0.0% | +25.3% |
| Macro Advisors, Inc. | Wealth advisor | 36.1K | $1.1M | 0.4% | — |
| Garden State Investment Advisory Services LLC | Wealth advisor | 32.0K | $953K | 0.2% | +165.6% |
| Mutual Advisors, LLC | Wealth advisor | 31.1K | $927K | 0.0% | +8.1% |
| Golden State Wealth Management, LLC | Wealth advisor | 26.0K | $773K | 0.1% | -14.1% |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 25.9K | $770K | 0.4% | New |
| Morey & Quinn Wealth Partners, LLC | Other | 25.7K | $764K | 0.5% | +13.4% |
| RFG Advisory, LLC | Wealth advisor | 24.6K | $734K | 0.0% | New |
| Pacific Excel Wealth Advisors, Inc. | Wealth advisor | 23.4K | $698K | 0.7% | +88.7% |
| Newman Dignan & Sheerar, Inc. | Wealth advisor | 22.5K | $670K | 0.1% | +124.9% |
| Strategic Blueprint, LLC | Wealth advisor | 21.9K | $651K | 0.0% | +12.5% |
| Chris Bulman Inc | Wealth advisor | 20.0K | $597K | 0.3% | -11.6% |
| Betterment LLC | Wealth advisor | 19.7K | $588K | 0.0% | +4.1% |
| Sowell Financial Services LLC | Wealth advisor | 18.4K | $548K | 0.0% | +8.9% |
| Brookstone Capital Management | Wealth advisor | 17.4K | $519K | 0.0% | -12.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 17.2K | $511K | 0.0% | -13.2% |
| Glen Eagle Advisors, LLC | Wealth advisor | 17.1K | $509K | 0.1% | -39.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.