Who owns LEGR?
Institutional ownership of First Trust Indxx Innovative Transaction & Process ETF from Form 13F, Q2 2026
63 institutional managers reported holding First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Form 13F filings for Q2 2026, with 887,588 shares worth $57.0M. The largest reported holder was LPL Financial LLC. Managers that filed both quarters added a net 31,297 shares (+3.7%). 5 opened new positions and 7 sold out.
- Funds holding
- 63
- Value held
- $57.0M
- New / sold out
- 5 / 7
- Net shares, same filers
- +3.7%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of LEGR
Share of 13F holdings is each fund's shares as a share of the 887,588 LEGR shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Kingswood Wealth Advisors, LLC Added+$2.0M
- Jane Street Group, LLC New+$2.0M
- Flow Traders U.s. LLC New+$1.7M
- Steward Partners Investment Advisory, LLC Added+$736K
- Crux Wealth Advisors Added+$389K
- Cambridge Investment Research Advisors, Inc. Added+$348K
- Kestra Private Wealth Services, LLC New+$229K
- Stifel Financial Corp Added+$150K
- Bank of Montreal Added+$135K
- Integrated Wealth Concepts LLC New+$80K
Biggest sellers in Q2 2026
- Susquehanna International Group, LLP Trimmed-$1.8M
- Ameriprise Financial Inc Trimmed-$1.3M
- Benson Wealth Management INC Trimmed-$629K
- LPL Financial LLC Trimmed-$568K
- CPR Investments Inc. Sold out-$250K
- Flputnam Investment Management Co Trimmed-$230K
- Sound Income Strategies, LLC Sold out-$155K
- Mercer Global Advisors Inc Trimmed-$149K
- Western Wealth Management, LLC Sold out-$141K
- Raymond James Financial Inc Trimmed-$108K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $7.9M and sold $5.8M; 23 added and 18 trimmed.
Questions about LEGR ownership
- Who owns LEGR stock?
- 63 institutional investment managers reported LEGR positions in their Form 13F filings for Q2 2026, holding 887,588 shares worth $57.0M in total. LPL Financial LLC reported the largest position.
- Are funds buying or selling LEGR?
- In Q2 2026, 5 managers opened new LEGR positions, 23 added, 18 trimmed and 7 sold out. Managers that filed in both quarters added a net 31,297 shares.
- How current is this LEGR institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to LEGR by CUSIP. Options are left out. LEGR news and filings · LEGR insider trades · Top funds