
First Trust Innovation Leaders is an exchange-traded fund on ARCA. As of Q3 2025, 67 institutional investors hold shares in this ETF, with total holdings valued at $122.6M. LPL Financial LLC is the largest holder with a position valued at $40.4M.
Overview of institutional ownership in ILDR as of Q3 2025
Institutions with the largest positions in ILDR as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $40.4M 0.01% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $8.5M 0.01% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $8.5M 0.10% of portfolio |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $5.6M 0.01% of portfolio |
HBW Advisory Services LLC RIA/Wealth | $5.0M 0.57% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $3.9M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $3.3M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.2M 0.00% of portfolio |
Geneos Wealth Management Inc. RIA/Wealth | $3.0M 0.08% of portfolio |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | $2.6M 0.07% of portfolio |
Institutional buying and selling activity for ILDR in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$40.4M +1.2M shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$3.9M +121.4K shares |
Geneos Wealth Management Inc. RIA/Wealth | +$2.9M +88.8K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$2.5M +77.0K shares |
Cetera Investment Advisers RIA/Wealth | +$1.9M +59.3K shares |
A Advisor Group Holdings, Inc. Institution | +$1.9M +61.8K shares |
GeoWealth Management, LLC RIA/Wealth | +$1.5M +45.0K shares |
F FLOW TRADERS U.S. LLC Institution | +$1.4M +42.4K shares |
Sigma Planning Corp RIA/Wealth | +$1.3M +41.2K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | +$995.0K +30.7K shares |
| Institution | Net Sold |
|---|---|
Mach-1 Financial Group, Inc. RIA/Wealth | −$3.2M −109.3K shares |
HBW Advisory Services LLC RIA/Wealth | −$2.9M −88.2K shares |
Tradewinds, LLC. RIA/Wealth | −$1.7M −58.8K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | −$861.3K −26.6K shares |
A ATRIA INVESTMENTS LLC Institution | −$761.1K −23.5K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$722.4K −22.3K shares |
NBC SECURITIES, INC. RIA/Wealth | −$509.2K −17.3K shares |
Wealth Watch Advisors, INC RIA/Wealth | −$504.5K −15.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$156.2K −5.3K shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | −$67.5K −2.2K shares |
Institutions that initiated new positions or completely exited ILDR in Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $40.4M 1.2M shares |
Integrated Wealth Concepts LLC RIA/Wealth | $2.5M 77.0K shares |
GeoWealth Management, LLC RIA/Wealth | $1.5M 45.0K shares |
Sigma Planning Corp RIA/Wealth | $1.3M 41.2K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | $995.0K 30.7K shares |
Mutual Advisors, LLC RIA/Wealth | $742.3K 22.2K shares |
Apeiron RIA LLC RIA/Wealth | $625.8K 18.7K shares |
C Chris Bulman Inc Institution | $473.7K 14.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $450.1K 13.9K shares |
Maridea Wealth Management LLC RIA/Wealth | $449.0K 13.4K shares |
| Institution | Previous Position |
|---|---|
Mach-1 Financial Group, Inc. RIA/Wealth | $3.2M 109.3K shares |
Tradewinds, LLC. RIA/Wealth | $1.7M 58.8K shares |
NBC SECURITIES, INC. RIA/Wealth | $509.2K 17.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $156.2K 5.3K shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $67.5K 2.2K shares |
S SBI Securities Co., Ltd. Institution | $29.0 1.0 shares |
Institutions with the largest Call and Put options positions in ILDR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ILDR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Merkkuri Wealth Advisors LLC RIA/Wealth | 1.51% $2.1M |
Wealth Watch Advisors, INC RIA/Wealth | 1.05% $2.3M |
HBW Advisory Services LLC RIA/Wealth | 0.57% $5.0M |
K Kraft, Davis & Associates, LLC Institution | 0.51% $2.0M |
Morey & Quinn Wealth Partners, LLC RIA/Wealth | 0.43% $591.9K |
C Chris Bulman Inc Institution | 0.24% $473.7K |
Maia Wealth LLC RIA/Wealth | 0.24% $1.3M |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | 0.23% $114.6K |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | 0.15% $2.3M |
Apeiron RIA LLC RIA/Wealth | 0.15% $625.8K |
Discover hedge funds investing in ILDR


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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