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Disclosery

LEGR FIRST TR EXCHANGE TRADED FD

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INDXX INOVTV ETF (fund)

55 managers (55 13F filers) reported a position in LEGR shares at 2025-09-30, 887,577 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
55
13F filers
55
New
5
Added
19
Reduced
17
Sold out
6
Shares held by filers
887,577

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC205,665$11.6M<0.01%+96,10813F-HRTimeline
Financial Engines Advisors L.L.C.142,863$8.03M0.02%+35,94813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO69,198$3.89M0.06%-24,78513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC59,414$3.34M0.2%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,338$3M<0.01%+83913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,459$2.16M<0.01%-31613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,569$1.72M<0.01%-9,63913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,783$1.56M<0.01%-5213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,324$1.48M<0.01%-13,60813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,208$1.42M0.02%-14613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,205$1.21M<0.01%-2,48513F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …20,199$1.14M0.01%-24013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.18,000$1.01M<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,678$769K0.01%-1,60013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,560$762K<0.01%+47513F-HRTimeline
FLOW TRADERS U.S. LLC13,189$741K0.03%+1,70413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,943$671K0.21%-93013F-HRTimelineGroup
WealthCare Investment Partners, LLC10,217$580K0.19%+47413F-HRTimeline
HighTower Advisors, LLC9,152$515K<0.01%+1813F-HRTimeline
Cambridge Investment Research Advisors,…7,777$437K<0.01%+32513F-HRTimeline
Belpointe Asset Management LLC6,547$368K0.01%+30013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,977$336K<0.01%-62913F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,938$334K<0.01%+5,88313F-HRTimeline
OLD MISSION CAPITAL LLC5,927$333K0.01%-21,10413F-HRTimeline
IHT Wealth Management, LLC5,862$330K0.01%+29713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,419$305K<0.01%+1413F-HRTimelineGroup
Cetera Investment Advisers5,050$284K<0.01%+73013F-HRTimeline
OneDigital Investment Advisors LLC4,499$253K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,892$219K<0.01%+13813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,826$215K<0.01%-5813F-HRTimelineGroup
Capital Investment Advisory Services, L…2,058$116K0.01%013F-HRTimeline
AE Wealth Management LLC2,001$112K<0.01%-10413F-HRTimeline
CWM, LLCin group CWM, LLC1,956$110K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,790$101K<0.01%-89713F-HR/ATimelineGroup
CENTRAL TRUST Co1,635$91.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,423$80K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,421$79.9K<0.01%+50813F-HRTimeline
Global Retirement Partners, LLC768$43.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.475$26.7K<0.01%013F-HRTimeline
IFP Advisors, Inc467$26.3K<0.01%-113F-HR/ATimeline
Advisory Services Network, LLC306$17.2K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…256$14.4K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC250$14.1K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC236$13.3K<0.01%+4513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…160$8.99K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC151$8.5K<0.01%-10013F-HRTimelineGroup
Cedar Mountain Advisors, LLC137$7.67K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.100$5.66K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL100$5.62K<0.01%013F-HRTimeline
Sound Income Strategies, LLC78$4.45K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP50$3K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45$2.53K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management23$1.29K<0.01%new13F-HRTimelineGroup
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/MN2$91<0.01%+113F-HRTimelineGroup