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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

449 managers (455 13F filers) reported a position in LMBS shares at 2026-06-30, 101,197,488 shares in all. 40 filers opened a position and 24 filers sold out during the quarter.

Managers
449
13F filers
455
New
40
Added
215
Reduced
150
Sold out
24
Shares held by filers
101,197,488

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY15,749,351$784M0.04%+396,52513F-HRTimelineGroup
LPL Financial LLC13,749,810$684M0.15%+1,413,00413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,707,317$284M0.05%-75,59713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,028,959$250M+227,058Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,275,132$213M0.06%+168,56313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,358,268$167M0.03%+115,40213F-HRTimelineGroup
Cetera Investment Advisers2,737,725$136M0.12%+185,99813F-HRTimeline
HighTower Advisors, LLC2,112,029$105M0.1%+241,40413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,030,760$101M0.01%+29,21013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,820,529$90.6M0.05%+299,64913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,533,711$76.3M0.1%+73,91213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,351,222$67.3M0.04%+128,96913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,315,350$65.5M0.56%-109,49013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,144,753$57M+124,706Timeline
Berger Financial Group, Inc1,139,455$56.7M2.9%+11,76613F-HRTimeline
Clearwater Capital Advisors, LLC952,240$47.4M3.47%+43,11013F-HRTimeline
Harvest Investment Services, LLC902,106$44.9M6.94%+6,45513F-HRTimeline
Csenge Advisory Group901,794$44.9M1.83%+68,31713F-HRTimeline
Integrated Wealth Concepts LLC823,390$41M0.2%+376,33313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP799,678$39.8M0.02%+156,21413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.762,206$38M0.04%+69,72313F-HRTimelineGroup
Cambridge Investment Research Advisors,…749,561$37.3M0.08%+8,69313F-HR/ATimeline
HARBOUR INVESTMENTS, INC.718,902$35.8M0.48%-11,71813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP678,374$33.8M0.03%-28,51713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding663,734$33M-2,516Timeline
ASSETMARK, INCin group ASSETMARK, INC643,298$32M0.06%-13,98913F-HRTimelineGroup
Aaron Wealth Advisors LLC619,993$30.9M1.57%+9,76513F-HRTimeline
Trilogy Capital Inc.574,767$28.6M1.12%+16,72613F-HRTimeline
Private Advisor Group, LLC569,240$28.3M0.13%-15,20713F-HRTimeline
Heck Capital Advisors, LLC559,940$27.9M1.66%+31,56213F-HRTimeline
Prospera Financial Services Inc524,477$26.1M0.38%-12,20613F-HRTimeline
&PARTNERS521,063$25.9M0.11%+123,37913F-HRTimeline
Vestmark Advisory Solutions, Inc.482,534$24M0.23%+65,56713F-HRTimeline
Walkner Condon Financial Advisors LLC471,806$23.5M2.71%+36,98713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.469,054$23.3M0.03%-45,89013F-HRTimelineGroup
W1M Asset Management Ltd455,785$22.7M0.21%+76,35313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management448,829$22.3M0.22%-3,78813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC423,154$21.1M0.03%-12,50513F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV421,868$21M7.04%-15,22213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC420,465$20.9M2.39%+24,81713F-HRTimeline
NewEdge Advisors, LLC403,638$20.1M0.06%+13,87513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding380,587$18.9M+72,763Timeline
Carrera Capital Advisors373,946$18.6M2.76%+19,92713F-HRTimeline
TL Private Wealth351,110$17.4M6.39%+14,00413F-HRTimeline
TD Capital Management LLC346,384$17.2M1.41%+31,44213F-HRTimeline
American Financial Advisors, LLC341,860$17M2.05%-1,90413F-HRTimeline
Fairvoy Private Wealth, LLC336,370$16.7M3.38%+21,01513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…332,148$16.5M0.03%+13,70813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP327,531$16.3M0.02%+68,85113F-HRTimelineGroup
Prism Advisors, Inc.316,571$15.8M3.83%+5,11213F-HRTimeline
Clear Creek Financial Management, LLC313,206$15.6M1%-3,09613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC303,619$15.1M0.49%+11,79813F-HRTimeline
Secure Asset Management, LLC296,908$14.8M2.08%+18,85313F-HRTimeline
Carter Financial, LLC271,854$13.5M10.15%+33,01713F-HRTimeline
IFP Advisors, Inc270,349$13.5M0.24%-24,81913F-HRTimeline
Weitzel Financial Services, Inc.267,156$13.3M4.52%+3,21113F-HRTimeline
Per Stirling Capital Management, LLC.261,396$13M1.24%+26,50713F-HRTimeline
Redhawk Wealth Advisors, Inc.260,632$13M1.28%+32,79613F-HRTimeline
MML INVESTORS SERVICES, LLC258,857$12.9M0.03%+41,63213F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC258,802$12.9M2.43%+6,39613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC253,730$12.6M0.23%+66,72113F-HRTimeline
Steward Partners Investment Advisory, L…244,622$12.2M0.06%+191,33313F-HRTimeline
Foundations Investment Advisors, LLC242,146$12.1M0.12%+3,51313F-HRTimeline
Geneos Wealth Management Inc.239,372$11.9M0.24%+5,16613F-HRTimeline
PFS Partners, LLC236,514$11.8M4.77%+11,62413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC230,934$11.5M0.18%new13F-HRTimeline
WESBANCO BANK INC225,332$11.2M0.28%+18,55613F-HRTimeline
Ashton Thomas Private Wealth, LLC221,517$11M0.23%+42,72713F-HRTimeline
Certified Advisory Corp219,609$10.9M0.88%+213,15713F-HRTimeline
Grove Bank & Trust219,414$10.9M1.08%+10,97713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…217,699$10.8M0.01%+78,99713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC215,629$10.7M<0.01%+26,54313F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.208,640$10.4M1.15%+18,55013F-HR/ATimeline
D.A. DAVIDSON & CO.208,620$10.4M0.06%+30,89513F-HRTimeline
Petix & Botte Co207,621$10.3M2.08%+100,86713F-HRTimeline
Mainsail Financial Group, LLC200,002$9.96M3.38%+45,76913F-HRTimeline
LexAurum Advisors, LLC193,250$9.62M1.11%+9,15513F-HRTimeline
Darwin Wealth Management, LLC192,500$9.58M2.62%+6,37013F-HRTimeline
TCP Asset Management, LLC188,811$9.4M1.07%+16,31113F-HRTimeline
Farther Finance Advisors, LLC185,519$9.24M0.07%+66413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…183,745$9.15M0.01%-12,36613F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC179,754$8.95M4.13%-13,98413F-HRTimeline
Centennial Wealth Advisory LLC175,229$8.72M1.88%-75,75613F-HRTimeline
Arax Advisory Partners173,123$8.62M0.06%+108,76313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC169,635$8.44M0.01%+82,67213F-HRTimelineGroup
Janney Montgomery Scott LLC164,855$8.21M0.02%-17,15713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…163,049$8.12M0.09%+30613F-HRTimelineGroup
EdgeRock Capital LLC150,044$7.47M1.69%+5,86213F-HRTimeline
IMA Advisory Services, Inc.149,848$7.46M0.47%+7,60513F-HRTimeline
MRA Advisory Group148,202$7.38M2.68%+2,55013F-HRTimeline
Fairway Financial, LLC145,852$7.26M4.96%+3,72013F-HRTimeline
Mutual Advisors, LLC143,639$7.15M0.13%-25,57713F-HRTimeline
Snowden Capital Advisors LLC141,131$7.03M0.17%+9,14313F-HRTimeline
RFG Advisory, LLC139,646$6.95M0.11%+19,40913F-HRTimeline
MGO ONE SEVEN LLC139,177$6.93M0.11%-1,44513F-HRTimeline
Lunt Capital Management, Inc.137,684$6.85M2.51%-1,78713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC137,190$6.83M<0.01%new13F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC135,807$6.76M1.9%+4,66713F-HRTimeline
Triumph Capital Management135,124$6.73M1.22%-5,12313F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD133,458$6.64M1.37%13F-HRTimeline
Summit Financial, LLC132,127$6.58M0.07%+13,10313F-HRTimeline
RiverTree Advisors, LLC129,770$6.46M3.81%-10,16113F-HRTimeline
Independent Advisor Alliance127,932$6.37M0.15%-246,77113F-HRTimeline
Kirkwood Financial Services127,287$6.34M1.81%13F-HRTimeline
Heartland Bank & Trust Co126,644$6.3M1.3%+13,02813F-HRTimeline
Indivisible Partners118,154$5.88M0.33%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO114,948$5.73M<0.01%+21,88813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding114,495$5.7M-4,017Timeline
Focus Partners Wealthin group Focus Partners Wealth112,574$5.6M0.01%-19,17813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …109,190$5.44M0.06%-32,87013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…108,213$5.39M0.01%+7,62313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,087$5.23M0.03%-11,64813F-HRTimelineGroup
Wilkerson Advisory Group LLC99,437$4.95M1.52%+4,40813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…97,648$4.86M0.16%+9,36713F-HRTimelineGroup
James J. Burns & Company, LLC95,616$4.76M0.52%+1,84613F-HRTimeline
Avior Wealth Management, LLC95,005$4.73M0.12%-29,66113F-HRTimeline
WEDBUSH SECURITIES INC94,587$4.71M0.12%-78513F-HRTimeline
Friedenthal Financial89,209$4.44M2.05%+5,04713F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC88,335$4.4M0.54%13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …87,761$4.37M0.03%+6,84213F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV86,743$4.32M2.53%new13F-HRTimeline
Braun-Bostich & Associates Inc.86,705$4.32M2.41%+9,84313F-HRTimeline
Atria Investments, Inc80,488$4.01M0.04%+27,45213F-HRTimeline
Cornerstone Financial Management LLC80,173$3.99M3.2%-1,13413F-HR/ATimeline
Sovran Advisors, LLC79,857$3.95M0.29%-42,71513F-HRTimeline
Sanctuary Advisors, LLC75,475$3.76M0.02%+27,78613F-HRTimeline
Premier Private Wealth Management LLC72,686$3.62M3.17%+9,11613F-HRTimeline
Continuum Advisory, LLC70,890$3.53M0.29%-2,21813F-HRTimeline
Ferguson Shapiro LLC69,264$3.45M1.02%-21,32613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC69,256$3.45M2.76%+1,00013F-HRTimeline
Dominguez Wealth Management Solutions, …68,536$3.41M1.88%+2,68113F-HRTimeline
Hidden Cove Wealth Management, LLC66,075$3.29M1.81%+2,64013F-HRTimeline
CoreCap Advisors, LLC65,450$3.26M0.1%+2,34713F-HRTimeline
Western Wealth Management, LLC65,423$3.26M0.11%-7,20613F-HRTimeline
Main Street Financial Solutions, LLC65,307$3.25M0.21%+8,04813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …64,986$3.24M0.06%+4,55613F-HRTimelineGroup
Trivium Point Advisory, LLC64,810$3.23M0.29%+46,77313F-HRTimeline
Center for Financial Planning, Inc.64,522$3.21M0.3%-1,98913F-HRTimeline
CONDOR CAPITAL MANAGEMENT63,556$3.16M0.24%+86013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED63,444$3.16M0.19%+6,27713F-HRTimeline
Insight Inv LLC62,900$3.13M1.48%+10,76713F-HRTimeline
Gateway Wealth Partners, LLC61,013$3.04M0.18%-91,97813F-HRTimeline
APS Management Group, Inc.60,121$2.99M2.3%+4,17613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC59,846$2.98M0.03%-88613F-HRTimelineGroup
IHT Wealth Management, LLC59,667$2.97M0.06%+13,88013F-HRTimeline
Endowment Wealth Management, Inc.59,280$2.95M1.14%+1,05313F-HRTimeline
Commonwealth Financial Services, LLC57,838$2.88M0.39%-236,19313F-HRTimeline
CITY HOLDING CO57,711$2.87M0.32%+2,27613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,218$2.85M0.02%+8,23613F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC56,786$2.83M0.45%+5,27413F-HRTimeline
Pine Valley Investments Ltd Liability Co56,596$2.82M0.12%+3,31713F-HRTimeline
Plus Group Wealth Advisors LLC54,825$2.73M2.57%+11,04713F-HRTimeline
Destiny Wealth Partners, LLC55,078$2.73M0.38%+1,88713F-HRTimeline
Perigon Wealth Management, LLC54,484$2.71M0.04%+12,33513F-HRTimeline
Golden State Wealth Management, LLC53,522$2.66M0.24%-2413F-HRTimeline
Abbot Financial Management, Inc.53,440$2.66M0.98%-59113F-HRTimeline
Kingsview Wealth Management, LLC52,886$2.63M0.03%+20,82413F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…53,042$2.47M1.85%-15,60413F-HRTimeline
Sigma Planning Corp49,197$2.45M0.06%-22,26113F-HRTimeline
Maridea Wealth Management LLC49,095$2.44M0.27%+3,27613F-HRTimeline
Stenger Family Office, LLC49,064$2.44M0.39%-4,03913F-HRTimeline
SMART Wealth LLC48,850$2.43M0.52%+25,78013F-HRTimeline
Capital Investment Advisory Services, L…48,784$2.43M0.15%+37913F-HRTimeline
National Wealth Management Group, LLC48,542$2.42M0.75%-14,00013F-HRTimeline
Independent Wealth Network Inc.48,237$2.4M0.61%+2,35813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.47,338$2.36M0.57%+3,90013F-HRTimeline
Traction Financial Partners, LLC46,660$2.32M1.23%+2,73313F-HRTimeline
KOM Wealth Management Group, LLC46,633$2.32M1.4%+1,13313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT45,549$2.27M0.14%+9113F-HRTimeline
Clear Point Advisors Inc.45,392$2.26M2%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,200$2.25M<0.01%-4,89113F-HRTimeline
DAVENPORT & Co LLC44,539$2.22M0.01%-5,02413F-HRTimeline
VestGen Advisors, LLC44,459$2.21M0.07%-1,17313F-HRTimeline
Bigelow Investment Advisors, LLC43,258$2.15M0.78%-2,35113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC42,898$2.14M0.04%-8,99713F-HRTimeline
Split Rock Private Trading & Wealth Man…42,547$2.12M1.45%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.42,184$2.1M0.59%-25,82713F-HRTimeline
Chris Bulman Inc41,899$2.09M0.76%+3,34313F-HRTimeline
ProCore Advisors, LLC40,741$2.03M2.51%+3,02213F-HRTimeline
IFC & Insurance Marketing, Inc.40,133$2M1.76%+2,58813F-HRTimeline
Midwest Financial Group LLC38,313$1.91M0.67%+1,36913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA37,917$1.89M0.05%-2,33013F-HRTimelineGroup
Center For Asset Management LLC37,579$1.87M0.83%+59113F-HRTimeline
True Blue Financial, LLC37,554$1.87M0.79%+7,41313F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC37,120$1.85M1.11%-2513F-HRTimeline
Ifrah Financial Services, Inc.37,021$1.84M0.45%-4713F-HRTimeline
IMG Wealth Management, Inc.36,781$1.83M1.02%+4,19513F-HRTimeline
Patten Group, Inc.36,364$1.81M0.28%-2,92913F-HRTimeline
Maia Wealth LLC36,120$1.8M0.27%-2,27013F-HRTimeline
Gladstone Institutional Advisory LLC36,034$1.79M0.06%-56713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,000$1.79M<0.01%new13F-HRTimeline
Beacon Financial Advisory LLC35,798$1.78M0.35%-46613F-HRTimeline
Wagner Wealth Management, Corp35,652$1.77M1.43%+1,08813F-HRTimeline
CENTAURUS FINANCIAL, INC.35,285$1.76M0.07%+14,70413F-HRTimeline
Wisconsin Wealth Advisors, LLC35,168$1.75M1.5%-9013F-HRTimeline
AE Wealth Management LLC34,601$1.72M0.01%+2,26613F-HRTimeline
Prime Capital Investment Advisors, LLC34,170$1.7M0.02%+47813F-HRTimeline
Integrated Advisors Network LLC33,286$1.66M0.08%+22,83213F-HRTimeline
TBH Global Asset Management, LLC32,965$1.64M0.3%-21,41113F-HRTimeline
Arcadia Wealth Management, Inc.32,856$1.64M0.78%-25013F-HRTimeline