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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
CARLSON FINANCIAL, INC.32,821$1.63M0.83%-54513F-HRTimeline
J.W. COLE ADVISORS, INC.32,511$1.62M0.03%+2,39113F-HRTimeline
O'Connor Financial Group LLC32,465$1.62M0.57%+19,37313F-HRTimeline
ROMANO BROTHERS AND COMPANY32,425$1.61M0.16%-2513F-HRTimeline
Kovack Advisors, Inc.32,026$1.59M0.08%-7,22513F-HRTimeline
Team Financial Group, LLC31,728$1.58M0.67%+1,34313F-HRTimeline
NewEdge Wealth, LLC31,259$1.56M0.02%-7,58813F-HRTimeline
Acorn Wealth Advisors, LLC30,548$1.52M0.37%+2,05313F-HRTimeline
PARK NATIONAL CORP /OH/29,782$1.48M0.04%+17,84313F-HRTimeline
Balefire, LLC29,715$1.48M0.24%-5,69313F-HRTimeline
Perennial Investment Advisors, LLC29,625$1.47M0.1%+4,09313F-HRTimeline
Simplicity Wealth,LLC29,376$1.46M0.05%+9,33313F-HRTimeline
Wall Street Financial Group, Inc.29,324$1.46M0.78%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC28,369$1.41M0.13%+6,31613F-HRTimelineGroup
Belpointe Asset Management LLC28,100$1.4M0.05%-5,58313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,051$1.39M<0.01%+55913F-HRTimeline
Advisory Services Network, LLC27,586$1.37M0.02%013F-HRTimeline
ATWOOD & PALMER INC27,025$1.35M0.07%-2,65013F-HRTimeline
Mariner, LLCin group Mariner, LLC26,547$1.32M<0.01%-70,96913F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC25,238$1.26M0.25%-1,12613F-HRTimeline
Chicago Partners Investment Group LLC25,416$1.25M0.03%-65213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,639$1.23M0.01%-3,76513F-HRTimelineGroup
BARRETT & COMPANY, INC.24,252$1.21M0.34%+1,17713F-HRTimeline
PlanVest Financial, Inc23,085$1.15M0.77%+6913F-HRTimeline
Prosperity Consulting Group, LLC23,068$1.15M0.04%-61913F-HRTimeline
Modern Wealth Management, LLC23,016$1.15M0.01%new13F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC22,831$1.14M0.38%-2113F-HRTimelineGroup
Global Assets Advisory, LLC22,874$1.14M0.25%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC22,476$1.12M1%+15,48313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,344$1.11M0.05%-1,74913F-HRTimeline
KINTRA WEALTH, LLC21,758$1.08M0.06%new13F-HRTimeline
S Harris Financial Group, LLC21,721$1.08M0.84%new13F-HRTimeline
OneDigital Investment Advisors LLC21,677$1.08M0.01%+3,20113F-HRTimeline
Orion Porfolio Solutions, LLC21,511$1.07M0.01%+1,76013F-HRTimeline
Crusonia Wealth Advisors LLC21,463$1.07M0.18%+15913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,246$1.06M0.02%-2,30213F-HRTimelineGroup
Manhattan West Asset Management, LLC21,145$1.05M0.18%-52,47013F-HRTimeline
Helium Advisors LLC21,076$1.05M0.87%+21513F-HRTimeline
Keystone Wealth Services, LLC20,923$1.04M0.19%+6213F-HRTimeline
Sowell Financial Services LLC19,933$992K0.03%-42413F-HRTimeline
Capital CS Group, LLC19,618$977K1.42%+9,36513F-HRTimeline
Savvy Advisors, Inc.19,507$971K0.02%+4,43013F-HRTimeline
Ausdal Financial Partners, Inc.19,425$967K0.04%+76013F-HRTimeline
BAM Wealth Management, LLC19,166$954K0.6%+5,19513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,929$942K<0.01%-3,27713F-HRTimelineGroup
Avestar Capital, LLC18,610$926K0.05%+36013F-HRTimeline
Faithward Advisors, LLC18,514$922K0.11%+51013F-HRTimeline
CALTON & ASSOCIATES, INC.17,912$892K0.13%+55313F-HRTimeline
Morey & Quinn Wealth Partners, LLC17,841$888K0.57%+913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,790$885K<0.01%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC17,771$885K0.27%+28813F-HRTimeline
Wealth Watch Advisors, INC17,436$868K0.28%-70313F-HRTimeline
Comprehensive Wealth Management, LLC17,268$860K0.39%new13F-HRTimeline
Dynamic Advisor Solutions LLC17,105$851K0.02%+9,68313F-HRTimeline
Towerpoint Wealth, LLC16,951$844K0.29%-2513F-HRTimeline
PRIVATE TRUST CO NA16,645$829K0.07%-84613F-HRTimeline
World Investment Advisors16,370$815K0.01%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV16,327$813K0.64%-50113F-HRTimeline
Arkadios Wealth Advisors16,315$812K0.01%-3,05513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,900$792K0.02%+13013F-HRTimelineGroup
Keating Financial Advisory Services, In…15,880$791K0.1%+85313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC15,761$785K0.11%+6,35013F-HRTimeline
BostonPremier Wealth LLC15,704$782K0.33%-1,44113F-HRTimeline
Bluespring Wealth Management, LLC15,347$764K0.01%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC15,343$764K0.22%-4613F-HRTimeline
Providence First Trust Co14,614$727K0.2%new13F-HRTimeline
HighPoint Advisor Group LLC14,604$727K0.03%+2,42413F-HRTimeline
Southland Equity Partners LLC14,008$697K0.12%+2,63213F-HRTimeline
StrongBox Wealth, LLC13,975$696K0.2%-1,50013F-HRTimeline
Legacy Edge Advisors, LLC13,971$695K0.06%013F-HR/ATimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…13,841$689K0.15%-2,66013F-HRTimeline
LaSalle St. Investment Advisors, LLC13,588$676K0.08%-60513F-HRTimeline
Robertson Stephens Wealth Management, L…13,531$674K0.02%-1,56913F-HRTimeline
Argent Advisors, Inc.13,352$665K0.17%-1,56613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,299$662K0.01%-27713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,298$661K0.04%-82213F-HRTimeline
Financial Network Wealth Advisors LLC13,002$647K0.66%-59413F-HRTimeline
Barnes Dennig Private Wealth Management…12,969$646K0.52%+75213F-HRTimeline
Valley Financial Group, Inc.12,851$640K0.32%+3413F-HRTimeline
MAI Capital Management12,762$635K<0.01%-2,23513F-HRTimeline
WCG Wealth Advisors LLC12,576$626K0.01%+1,04313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC12,537$624K0.34%+24213F-HRTimeline
Creative Planningin group Creative Planning12,410$618K<0.01%-1,16013F-HRTimelineGroup
Ballew Advisors, Inc12,382$616K0.32%+11613F-HRTimeline
Park Square Financial Group, LLC11,954$595K5.37%-2,33813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,667$581K0.02%+4,38713F-HRTimelineGroup
LANARK FINANCIAL, INC.11,583$577K0.04%-30113F-HRTimeline
Entelevest, LLC11,112$553K0.48%+1,03313F-HRTimeline
Summit Wealth Partners, LLC10,936$544K0.08%-38013F-HRTimeline
IFG Advisory, LLC10,737$535K0.02%+8,95713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,719$534K0.02%+4,03113F-HRTimeline
Plotkin Financial Advisors, LLC10,142$505K0.21%+94213F-HRTimeline
Goldstone Financial Group, LLC10,122$504K0.05%+86413F-HRTimeline
Realta Investment Advisors10,040$500K0.16%+10,03913F-HRTimeline
Beacon Pointe Advisors, LLC9,990$497K<0.01%-1,04313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC9,987$497K0.03%-3013F-HRTimeline
Quantinno Capital Management LP9,896$493K<0.01%-1713F-HRTimeline
Global Retirement Partners, LLC9,853$490K0.01%13F-HRTimeline
Embree Financial Group9,790$487K0.05%-4,57013F-HRTimeline
GeoWealth Management, LLC9,481$472K0.01%-1,13013F-HRTimeline
626 Financial, LLC9,451$470K0.18%-1,73713F-HRTimeline
WEALTH EFFECTS LLC9,394$468K0.13%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,378$466K<0.01%-55613F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS9,292$463K0.05%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO9,053$451K0.11%013F-HRTimeline
Claro Advisors Inc.8,965$446K0.05%+1,00213F-HRTimeline
Proactive Wealth Strategies LLC8,924$444K0.07%-28513F-HRTimeline
Meridian Wealth Management, LLC8,923$444K0.01%-48613F-HRTimeline
Rehmann Capital Advisory Group8,885$442K0.02%-2,72213F-HRTimeline
TradeWell Securities, LLC.8,750$436K0.16%+39413F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department8,694$433K0.19%new13F-HRTimelineGroup
Family Legacy, Inc.8,513$424K0.11%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,469$419K0.41%-1,39913F-HRTimeline
PFG Advisors8,312$414K0.02%-44113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,041$400K0.24%+12913F-HRTimeline
Hamilton Wealth, LLC7,956$396K0.07%-5,74513F-HRTimeline
OakTrust Wealth Advisors, LLC7,921$394K0.34%+713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,917$394K0.07%+97413F-HR/ATimeline
Accurate Wealth Management, LLC7,915$393K0.04%new13F-HRTimeline
Laraway Financial Advisors Inc7,810$389K0.24%-4613F-HRTimeline
1776 Wealth LLC7,675$382K0.13%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…7,674$382K0.06%-2,51113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC7,560$376K0.08%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…7,514$374K0.1%-61613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,495$373K0.02%+1,50013F-HRTimeline
Strategic Financial Concepts, LLC7,455$371K0.11%+7713F-HRTimeline
HBW ADVISORY SERVICES LLC7,326$365K0.03%+10813F-HRTimeline
Milestones Private Investment Advisors …7,317$364K0.29%+24913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,266$362K0.02%+1,92013F-HRTimeline
J.M. Arbour, LLC7,249$361K0.31%+56213F-HRTimeline
Platform Technology Partners7,226$360K0.06%013F-HRTimeline
NI ACQUISITIONS COMPANY, LLC1,337$354K0.15%13F-HRTimeline
Wealth Management Associates, Inc.6,714$334K0.09%+913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,632$330K0.06%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,455$321K0.01%-913F-HRTimelineGroup
Focus Financial Network, Inc.6,255$311K0.01%-20813F-HRTimeline
CRUX WEALTH ADVISORS6,210$309K0.11%new13F-HRTimeline
BlueChip Wealth Advisors LLC6,084$303K0.11%013F-HRTimeline
Rossby Financial, LCC6,063$302K0.06%+14313F-HRTimeline
Grantvest Financial Group LLC6,060$302K0.17%+50913F-HRTimeline
PCG Wealth Advisors, LLC5,981$298K0.07%new13F-HRTimeline
Luminist Capital LLC5,886$293K0.33%-5013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,766$287K0.13%-7213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,728$285K0.07%-42913F-HRTimeline
TFB Advisors LLC5,713$284K0.13%-39513F-HRTimeline
Smartleaf Asset Management LLC5,702$284K0.01%013F-HRTimeline
NOVEM GROUP5,553$276K0.03%+47013F-HRTimeline
Black Swift Group, LLC5,520$275K0.04%new13F-HRTimeline
Holos Integrated Wealth LLC5,516$274K0.13%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC5,479$273K0.1%-213F-HRTimeline
Balboa Wealth Partners5,436$271K0.04%+12513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,320$265K0.02%+1513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,285$263K0.01%013F-HRTimelineGroup
Betterment LLC5,275$263K<0.01%+1,03513F-HRTimeline
Archer Investment Corp5,240$261K0.05%-72213F-HR/ATimeline
Sound Income Strategies, LLC5,021$250K0.01%+25413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE5,001$249K0.03%-61513F-HRTimeline
Tidemark, LLC4,957$247K0.06%+613F-HRTimeline
Alessandra Capital Management, LLC4,900$244K0.17%013F-HRTimeline
Waterloo Capital, L.P.4,894$244K0.01%-513F-HRTimeline
Trueblood Wealth Management, LLC4,757$237K0.08%+1813F-HRTimeline
RMR Wealth Builders4,724$235K0.01%-2313F-HRTimeline
TrueWealth Advisors, LLC4,710$234K0.05%+13113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,698$234K<0.01%+40013F-HRTimeline
Merkkuri Wealth Advisors LLC4,655$232K0.14%-1,10213F-HRTimeline
Signal Advisors Wealth, LLC4,592$229K0.01%-1,15413F-HRTimeline
Genesee Capital Advisors, LLC4,564$227K0.07%-15913F-HRTimeline
Sargent Investment Group, LLC4,560$227K0.03%-1,48013F-HRTimeline
USAdvisors Wealth Management, LLC4,551$226K0.06%new13F-HRTimeline
Koshinski Asset Management, Inc.4,523$225K0.01%+813F-HRTimeline
Crossmark Global Holdings, Inc.4,500$224K<0.01%new13F-HRTimeline
Rubicon Advisors, GP4,449$221K0.16%-10,01613F-HRTimeline
Dorsey & Whitney Trust CO LLC4,448$221K0.01%013F-HRTimeline
Strategic Blueprint, LLC4,440$221K0.01%+29413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO4,420$220K0.02%-3,87813F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,416$220K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.4,325$215K0.06%+22513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.4,295$214K<0.01%-30013F-HRTimeline
SAPIENT CAPITAL LLC4,278$213K<0.01%-2,40113F-HR/ATimeline
Kaydan Wealth Management, Inc.4,127$205K0.06%013F-HRTimeline
Asset Allocation Strategies LLC4,088$204K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,048$202K<0.01%+3,88813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,965$197K<0.01%+1513F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC3,615$180K0.12%+2,51313F-HRTimeline
Highland Investment Advisors LLC3,499$174K0.08%13F-HRTimeline
Hilton Head Capital Partners, LLC3,328$166K0.08%-92513F-HRTimeline
FIRST HORIZON CORP3,235$161K0.01%+36313F-HRTimeline
BLAIR WILLIAM & CO/IL3,200$159K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,056$152K0.01%-1,14913F-HRTimeline
Larson Financial Group LLC2,761$137K<0.01%-23913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,446$122K0.01%-4,79713F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,275$113K0.04%-20013F-HRTimeline
Noble Wealth Management PBC2,273$113K0.05%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,223$111K0.05%+2213F-HRTimeline
MTM Investment Management, LLC2,173$108K0.03%013F-HRTimeline
Parallel Advisors, LLC2,150$107K<0.01%-71813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,144$107K0.01%-20413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,841$91.6K<0.01%-75413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,645$81.9K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,604$79.8K0.02%-613F-HRTimeline