ETF Holders

Who owns LEGR?

Other

First Trust Indxx Innovative Transaction & Process ETF · First Trust

65 institutions reported holding LEGR, worth $57.0M, in Form 13F filings for June 30, 2026.

13F holders
65
Institutional value
$57.0M
Change from prior quarter
+15.3%
+$7.6M, with price moves
New and sold-out firms
7 / 6
24 added, 19 trimmed

Top 10 institutional holders of LEGR

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$9.0M139,661−8,843 shares
Financial Engines Advisors L.L.C.Santa Clara, CA$6.9M107,185−955 shares
Kingswood Wealth Advisors, LLCSan Diego, CA$5.9M92,542+31,066 shares
Susquehanna International Group, LLPBala Cynwyd, PA$4.4M68,429−28,759 shares
Raymond James Financial Inc.St. Petersburg, FL$3.9M61,087−1,685 shares
Steward Partners Investment Advisory, LLCStamford, CT$2.9M44,502+11,448 shares
Bank of America Corp.Charlotte, NC$2.3M36,518−156 shares
Jane Street Group, LLCNew York, NY$2.0M30,386New position
Flow Traders U.S. LLCNew York, NY$1.7M26,349New position
Benjamin Edwards Inc.Clayton, MO$1.6M25,402−57 shares
55 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns LEGR?

65 institutional managers reported holding LEGR in Form 13F filings for June 30, 2026, worth $57.0M in total. The largest reported position was held by LPL Financial LLC, at $9.0M.

Did institutions buy or sell LEGR last quarter?

Reported 13F value rose 15.3% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 6 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is LEGR ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.