LEGR

First Trust Indxx Innovative$64.50 3.45%
UnclassifiedUSCUSIP 33741X201· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
22
+4 QoQ
13F Value (tracked)
$18.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)4 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$64.50 3.45%5Y +53.1%
$27.53$38.08$48.62$59.17$69.722021202220232024202520268536310336836647287551044425555484784
Hover for who · click for detailEnd-of-day closing prices52w $52.08 – $67.72
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Use LEGR data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns LEGR

This stock page is the Follow view. The Build view lets your agent query LEGR owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LEGR"
Ask your agent
Use Arkolith to show who owns LEGR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

22 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Financial Engines Advisors L.L.C.
$6.2M
108K
−23%
Reduced · −32K sh
Q1 2026
2KINGSWOOD WEALTH ADVISORS, LLC
$3.6M
61K
+0.9%
Added · +542 sh
Q1 2026
3Steward Partners Investment Advisory, LLC
$1.9M
33K
+99%
Added · +16K sh
Q1 2026
4BENJAMIN EDWARDS INC
$1.5M
25K
+1.2%
Added · +310 sh
Q1 2026
5Vontobel Holding Ltd.
$1.0M
18K
Held
Q1 2026
6FLPUTNAM INVESTMENT MANAGEMENT CO
$958K
17K
−41%
Reduced · −11K sh
Q1 2026
7OPPENHEIMER ASSET MANAGEMENT INC.
$929K
16K
−16%
Reduced · −3K sh
Q1 2026
8Equitable Holdings, Inc.
$827K
14K
+3.1%
Added · +424 sh
Q1 2026
9Kestra Advisory Services, LLC
$317K
5K
+9.9%
Added · +494 sh
Q1 2026
10Prospera Financial Services Inc
$209K
4K
Held
Q1 2026
11Sound Income Strategies, LLC
$155K
3K
−2.8%
Reduced · −78 sh
Q1 2026
12CWM, LLC
$113K
2K
Held
Q1 2026
13Ashton Thomas Private Wealth, LLC
$106K
2K
New
+2K sh
Q1 2026
14Aptus Capital Advisors, LLC
$82K
1K
Held
Q1 2026
15O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$28K
480
New
+480 sh
Q1 2026
16IFP Advisors, Inc
$27K
468
+0.2%
Added · +1 sh
Q1 2026
17Arax Advisory Partners
$17K
291
−19%
Reduced · −69 sh
Q1 2026
18ASSETMARK, INC
$11K
197
−23%
Reduced · −59 sh
Q1 2026
19KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$9K
160
Held
Q1 2026
20TD Waterhouse Canada Inc.
$6K
100
Held
Q1 2026
21BLAIR WILLIAM & CO/IL
$6K
100
Held
Q1 2026
22FMR LLC
$3K
51
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
3
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

49 funds+10 since Q2 2022
02549Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $45.9M

Share classes

Class13F holdersValue held
SDVYmc225 funds$6.8B
LEGRthis pagemc49 funds$45.9M
IDVYINTL RISING DIV1 funds$1.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own LEGR also own

CompanyCo-held byCombined value
APPLE INCAAPL24 funds$10.7B
NVIDIA CORPNVDA24 funds$10.0B
MICROSOFT CORPMSFT24 funds$9.1B
AMAZON.COM INCAMZN24 funds$6.8B
ALPHABET INC-CL AGOOGL24 funds$6.1B
SS SPDR S&P 500 ETF TRUST-USSPY24 funds$5.0B
BROADCOM INCAVGO24 funds$4.3B
ALPHABET INC-CL CGOOG24 funds$4.1B
JPMORGAN CHASE & COJPM24 funds$3.8B
META PLATFORMS INC-CLASS AMETA24 funds$3.8B
INVESCO QQQ TRUST SERIES 1QQQ24 funds$3.0B
VISA INC-CLASS A SHARESV24 funds$2.6B

Ranked by how many of LEGR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LEGR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.