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Disclosery

LEGR FIRST TR EXCHANGE TRADED FD

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INDXX INOVTV ETF (fund)

56 managers (56 13F filers) reported a position in LEGR shares at 2024-12-31, 758,449 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
56
13F filers
56
New
5
Added
14
Reduced
13
Sold out
4
Shares held by filers
758,449

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Engines Advisors L.L.C.136,906$6.35M0.01%+40,85413F-HRTimeline
LPL Financial LLC103,628$4.81M<0.01%-10613F-HRTimeline
Alpha Omega Group, Inc.95,069$4.41M5.2%+2,48913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,403$2.34M<0.01%-2,45313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,907$1.94M<0.01%-24113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC39,530$1.83M<0.01%+51913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP32,639$1.51M<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,815$1.2M<0.01%-1,30213F-HR/ATimelineGroup
Arax Advisory Partners22,221$1.03M0.06%+1,24213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,132$980K<0.01%+13613F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …19,819$920K0.01%-11513F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.18,000$835K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,873$829K<0.01%13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,400$715K0.01%-55013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,774$639K0.16%+9413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,900$599K<0.01%-20,80313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,832$549K<0.01%+2,88213F-HRTimeline
WealthCare Investment Partners, LLC10,416$482K0.21%+4913F-HRTimeline
HighTower Advisors, LLC9,640$447K<0.01%-2,41113F-HRTimeline
Cambridge Investment Research Advisors,…8,490$394K<0.01%-95713F-HRTimeline
Belpointe Asset Management LLC7,032$318K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,389$296K<0.01%-1,94013F-HRTimelineGroup
IHT Wealth Management, LLC5,559$258K0.01%+1,21013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,360$249K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers4,362$202K<0.01%-28213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,310$154K<0.01%+10313F-HRTimelineGroup
AE Wealth Management LLC2,760$128K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,500$118K0.11%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,238$104K<0.01%+2913F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC1,956$91K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,948$90.4K0.01%013F-HRTimeline
CENTRAL TRUST Co1,635$75.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.913$42.4K<0.01%+20013F-HRTimeline
Aptus Capital Advisors, LLC850$39.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC850$39.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC768$35.6K<0.01%-45713F-HRTimeline
IFP Advisors, Inc465$21.6K<0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN251$11.7K<0.01%+25013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC250$11.6K<0.01%013F-HR/ATimelineGroup
PSI Advisors, LLC203$9.42K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC179$8.3K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…160$7.42K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC150$6.96K<0.01%-1313F-HRTimelineGroup
Cedar Mountain Advisors, LLC134$6.24K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…105$4.87K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.105$4.87K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL100$4.64K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.100$4.63K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG99$4.59K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC78$3.62K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV69$3.22K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC58$2.69K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45$2.09K<0.01%013F-HRTimelineGroup
Householder Group Estate & Retirement S…63$2K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.11$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.