LEGR

First Trust Indxx Innovative
UnclassifiedUSCUSIP 33741X201◍ Confluence graph
Tracked 13F Holders
60
-31 QoQ
13F Value (tracked)
$53.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)8 adding · 6 trimming
Insider net (180d)$0

Who owns LEGR?

60 tracked 13F filers

60 tracked 13F filers disclose a position in LEGR as of the latest SEC 13F filings, a combined $53.1M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$8.6M
149K
−31%
Reduced · −67K sh
Q1 2026
2Financial Engines Advisors L.L.C.
$6.9M
107K
−0.9%
Reduced · −955 sh
Q2 2026
3SUSQUEHANNA INTERNATIONAL GROUP, LLP
$5.6M
97K
+274%
Added · +71K sh
Q1 2026
4KINGSWOOD WEALTH ADVISORS, LLC
$5.9M
93K
+51%
Added · +31K sh
Q2 2026
5RAYMOND JAMES FINANCIAL INC
$3.6M
63K
+12%
Added · +7K sh
Q1 2026
6Steward Partners Investment Advisory, LLC
$2.9M
45K
+35%
Added · +11K sh
Q2 2026
7BANK OF AMERICA CORP /DE/
$2.1M
37K
−1.1%
Reduced · −414 sh
Q1 2026
8AMERIPRISE FINANCIAL INC
$1.9M
33K
−20%
Reduced · −8K sh
Q1 2026
9BENJAMIN EDWARDS INC
$1.6M
25K
−0.2%
Reduced · −57 sh
Q2 2026
10FIRST TRUST ADVISORS LP
$1.3M
23K
Held
Q1 2026
11OSAIC HOLDINGS, INC.
$1.1M
19K
−19%
Reduced · −4K sh
Q1 2026
12Vontobel Holding Ltd.
$1.2M
18K
Held
Q2 2026
13OPPENHEIMER ASSET MANAGEMENT INC.
$1.0M
16K
−0.4%
Reduced · −63 sh
Q2 2026
14Equitable Holdings, Inc.
$880K
14K
−1.4%
Reduced · −198 sh
Q2 2026
15COMMONWEALTH EQUITY SERVICES, LLC
$771K
13K
+0.5%
Added · +71 sh
Q1 2026
16FLPUTNAM INVESTMENT MANAGEMENT CO
$835K
13K
−22%
Reduced · −4K sh
Q2 2026
17FLAGSTAR SECURITIES, INC
$781K
12K
+0.9%
Added · +114 sh
Q2 2026
18WealthCare Investment Partners, LLC
$692K
11K
+0.1%
Added · +10 sh
Q2 2026
19CRUX WEALTH ADVISORS
$672K
10K
+137%
Added · +6K sh
Q2 2026
20HighTower Advisors, LLC
$531K
9K
+0.2%
Added · +18 sh
Q1 2026
21Belpointe Asset Management LLC
$378K
7K
Held
Q1 2026
22Kestra Advisory Services, LLC
$378K
6K
+7.1%
Added · +389 sh
Q2 2026
23MERCER GLOBAL ADVISORS INC /ADV
$320K
6K
New
+6K sh
Q1 2026
24Corient Private Wealth LLC
$312K
5K
+0.2%
Added · +13 sh
Q1 2026
25Cetera Investment Advisers
$260K
5K
+7.9%
Added · +330 sh
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.

Is LEGR being bought or sold by institutions?

Last quarter, 2 funds opened a new position in LEGR and 6 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
6
funds
Reduced
6
funds
Exited
0
funds

Funds that own LEGR also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY25 funds$1.9B
ISHARES CORE MSCI EMERGINGIEMG25 funds$645.2M
SS HEALTH CARE SELECT SECTORXLV25 funds$168.2M
NVIDIA CORPNVDA24 funds$5.1B
APPLE INCAAPL24 funds$4.9B
ALPHABET INC-CL AGOOGL24 funds$2.5B
BROADCOM INCAVGO24 funds$2.3B
ALPHABET INC-CL CGOOG24 funds$1.9B
INVESCO QQQ TRUST SERIES 1QQQ24 funds$1.8B
JPMORGAN CHASE & COJPM24 funds$1.2B
META PLATFORMS INC-CLASS AMETA24 funds$1.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B24 funds$779.3M

Ranked by how many of LEGR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

29 funds-14 since Q3 2024
03060Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $24.8M

Share classes

Class13F holdersValue held
SDVYmc534 funds$7.9B
LEGRthis pagemc60 funds$53.1M
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.

Recent filings

0 shown

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

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Ask your agent what changed in LEGR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LEGR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LEGR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.