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Disclosery

ILDR FIRST TR EXCHNG TRADED FD VI

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INNOVATION LEAD (fund)

82 managers (83 13F filers) reported a position in ILDR shares at 2026-03-31, 5,823,309 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
82
13F filers
83
New
13
Added
37
Reduced
21
Sold out
10
Shares held by filers
5,823,309

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,670,030$49.7M0.01%-28,09513F-HRTimeline
Cetera Investment Advisers272,975$8.13M0.01%+160,20413F-HRTimeline
Mariner, LLCin group Mariner, LLC240,234$7.15M0.01%-20,83613F-HRTimelineGroup
Atria Investments, Inc240,101$7.15M0.08%-22,80913F-HRTimeline
Patriot Financial Group Insurance Agenc…233,684$6.96M0.39%+220,52113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC233,218$6.95M0.01%+30,98913F-HRTimelineGroup
Prospera Financial Services Inc220,787$6.57M0.11%+181,54813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding186,771$5.56M+131,227Timeline
HBW ADVISORY SERVICES LLC148,261$4.42M0.47%+17,35713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,690$3.77M0.01%-6,31713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,042$3.75M<0.01%+32,28913F-HRTimelineGroup
Mach-1 Financial Group, LLC123,511$3.68M1.29%+1,49813F-HRTimeline
HARBOUR INVESTMENTS, INC.120,237$3.58M0.06%+99,16913F-HRTimeline
Sanctuary Advisors, LLC99,914$2.98M0.02%+29,73113F-HRTimeline
Cambridge Investment Research Advisors,…91,058$2.71M0.01%-16,50513F-HRTimeline
Geneos Wealth Management Inc.90,665$2.7M0.06%-4,36613F-HRTimeline
Maia Wealth LLC88,708$2.64M0.45%+26,33213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,514$2.46M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC78,727$2.39M0.02%+45,79013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,955$2.38M<0.01%+66,40013F-HRTimelineGroup
Maridea Wealth Management LLC77,270$2.3M0.34%+3,62513F-HRTimeline
U.S. Capital Wealth Advisors, LLC75,860$2.26M0.06%-1,80513F-HRTimeline
Wealth Watch Advisors, INC73,868$2.2M0.92%+4,20913F-HRTimeline
Merkkuri Wealth Advisors LLC68,805$2.05M1.36%+1,96713F-HRTimeline
Sigma Planning Corp67,350$2.01M0.06%+26,11013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,641$1.75M0.03%+10,99613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV56,160$1.67M0.1%-14,65413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,388$1.32M<0.01%-465,60313F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …42,289$1.26M0.01%+24413F-HRTimelineGroup
Proactive Wealth Strategies LLC41,756$1.24M0.23%+27,81813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,061$1.13M0.04%+31,18413F-HRTimeline
AE Wealth Management LLC37,091$1.1M0.01%-66613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,607$1.09M<0.01%+7,38413F-HRTimeline
Macro Advisors, Inc.36,128$1.08M0.44%13F-HRTimeline
Garden State Investment Advisory Servic…32,010$953K0.23%+19,96013F-HRTimeline
Mutual Advisors, LLC31,124$927K0.02%+2,33213F-HRTimeline
Golden State Wealth Management, LLC25,955$773K0.08%-4,27113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25,860$770K0.38%new13F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC25,652$764K0.54%+3,03313F-HRTimeline
RFG Advisory, LLC24,638$734K0.01%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.23,438$698K0.73%+11,02013F-HRTimeline
Newman Dignan & Sheerar, Inc.22,500$670K0.14%+12,49713F-HRTimeline
Strategic Blueprint, LLC21,865$651K0.04%+2,43613F-HRTimeline
Chris Bulman Inc20,038$597K0.26%-2,62713F-HRTimeline
Betterment LLC19,737$588K<0.01%+78013F-HRTimeline
Sowell Financial Services LLC18,393$548K0.02%+1,49913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,411$518K0.01%-2,43313F-HRTimelineGroup
Steward Partners Investment Advisory, L…17,156$511K<0.01%-2,60113F-HRTimeline
Glen Eagle Advisors, LLC17,078$509K0.07%-10,96613F-HRTimeline
Foundations Investment Advisors, LLC14,591$435K0.01%+2,00013F-HRTimeline
IHT Wealth Management, LLC13,260$395K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,838$382K<0.01%new13F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.12,834$382K0.04%-3,33813F-HRTimeline
FLOW TRADERS U.S. LLC12,684$378K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,555$374K0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,966$356K<0.01%new13F-HRTimelineGroup
Global Assets Advisory, LLC11,420$340K0.1%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,852$293K<0.01%+2,47513F-HRTimeline
Centric Wealth Management7,032$247K0.05%-5,64413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,948$241K0.02%-8,01313F-HRTimeline
Triton Wealth Management, PLLC7,344$224K0.08%+30013F-HRTimeline
Clear Creek Financial Management, LLC6,825$203K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,152$153K<0.01%+4,50013F-HRTimelineGroup
TD Waterhouse Canada Inc.4,536$137K<0.01%+4,24013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,439$132K0.03%new13F-HRTimeline
Triumph Capital Management4,200$125K0.03%+3,20013F-HRTimeline
Advisory Services Network, LLC1,933$57.6K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,663$47.3K<0.01%+1,05713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,360$40.5K0.02%-5,90813F-HRTimeline
Keating Financial Advisory Services, In…1,342$40K0.01%013F-HRTimeline
Key Financial Inc1,240$36.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,191$36.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,123$33.4K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC844$25.1K<0.01%-913F-HRTimelineGroup
Capital Investment Advisory Services, L…554$16.5K<0.01%-5213F-HRTimeline
Signature Equity Partners, LLC369$11K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC307$9.14K<0.01%013F-HRTimeline
Noble Wealth Management PBC275$8.19K<0.01%013F-HRTimeline
Arax Advisory Partners152$4.53K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.150$4.47K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.75$2.23K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC44$1.31K<0.01%013F-HRTimeline