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Disclosery

LEGR FIRST TR EXCHANGE TRADED FD

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INDXX INOVTV ETF (fund)

53 managers (53 13F filers) reported a position in LEGR shares at 2025-03-31, 604,985 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
53
New
5
Added
17
Reduced
14
Sold out
6
Shares held by filers
604,985

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Engines Advisors L.L.C.107,094$5.22M0.01%-29,81213F-HRTimeline
LPL Financial LLC104,923$5.12M<0.01%+1,29513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,927$2.04M<0.01%-8,47613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,584$1.98M<0.01%-1,32313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,022$1.95M<0.01%+49213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,658$1.35M<0.01%-4,98113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO27,521$1.34M0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,016$1.27M<0.01%+20113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …20,902$1.02M0.01%+1,08313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,115$883K<0.01%+24213F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.18,000$878K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,276$745K0.01%-12413F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,022$635K0.16%-75213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,562$613K<0.01%+73013F-HRTimeline
WealthCare Investment Partners, LLC10,631$489K0.21%+21513F-HRTimeline
Prime Capital Investment Advisors, LLC9,722$474K0.01%new13F-HRTimeline
HighTower Advisors, LLC9,062$442K<0.01%-57813F-HRTimeline
Cambridge Investment Research Advisors,…7,996$390K<0.01%-49413F-HRTimeline
Belpointe Asset Management LLC6,247$305K0.02%-78513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,754$281K<0.01%-63513F-HRTimelineGroup
IHT Wealth Management, LLC5,560$271K0.01%+113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,360$261K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC4,522$221K<0.01%new13F-HRTimeline
Cetera Investment Advisers4,362$213K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,623$177K<0.01%+31313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,669$130K<0.01%+43113F-HRTimelineGroup
AE Wealth Management LLC2,396$117K<0.01%-36413F-HRTimeline
Capital Investment Advisory Services, L…2,058$100K0.01%+11013F-HRTimeline
CWM, LLCin group CWM, LLC1,956$95K<0.01%013F-HRTimelineGroup
Arax Advisory Partners1,828$89.1K0.01%-20,39313F-HRTimeline
CENTRAL TRUST Co1,635$79.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.913$44.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC850$41.4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC850$41.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG592$28.9K<0.01%+49313F-HRTimelineGroup
LANARK FINANCIAL, INC.475$23K<0.01%new13F-HRTimeline
IFP Advisors, Inc467$22.7K<0.01%+213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC250$12.2K<0.01%013F-HR/ATimelineGroup
PSI Advisors, LLC203$9.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC200$9.75K<0.01%+5013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC191$9.31K<0.01%+1213F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…160$7.78K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC140$6.83K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC135$6.57K<0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/106$5.17K<0.01%+6113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.105$5.12K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL100$4.88K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.100$4.88K<0.01%013F-HRTimeline
Sound Income Strategies, LLC78$3.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…55$2.68K<0.01%-5013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.11$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$54<0.01%-25013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.