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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

411 managers (417 13F filers) reported a position in LMBS shares at 2024-12-31, 74,529,355 shares in all. 28 filers opened a position and 29 filers sold out during the quarter.

Managers
411
13F filers
417
New
28
Added
171
Reduced
146
Sold out
29
Shares held by filers
74,529,355

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,268$1.13M0.01%-28113F-HRTimelineGroup
Centennial Wealth Advisory LLC23,192$1.13M0.44%+13,78413F-HRTimeline
IFG Advisory, LLC22,969$1.12M0.06%-8,14813F-HRTimeline
Helium Advisors LLC22,703$1.1M0.88%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,667$1.1M0.04%+83613F-HRTimeline
GENTRY PRIVATE WEALTH, LLC22,081$1.07M4.47%-36313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,759$1.06M0.03%+1,53413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group21,340$1.04M0.13%-5,56113F-HRTimelineGroup
Tyler-Stone Wealth Management21,251$1.03M0.18%+5,08213F-HRTimeline
Allworth Financial LP20,733$1.01M0.01%+4313F-HRTimeline
Integrated Advisors Network LLC20,606$1M0.05%-5,24613F-HRTimeline
Gateway Wealth Partners, LLC20,166$981K0.25%-52913F-HRTimeline
GPS Wealth Strategies Group, LLC19,504$949K0.12%+79713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,690$910K0.02%+3,87513F-HRTimelineGroup
OLD MISSION CAPITAL LLC18,633$907K0.02%new13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV18,103$881K0.89%+6,33013F-HRTimeline
J.W. COLE ADVISORS, INC.17,938$873K0.04%+52913F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.17,747$864K0.63%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,738$863K0.21%+72413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,351$844K0.05%+51013F-HRTimelineGroup
Farther Finance Advisors, LLC17,325$843K0.03%+1,54813F-HRTimeline
Avestar Capital, LLC17,203$837K0.08%-1,73813F-HRTimeline
Towerpoint Wealth, LLC16,682$812K0.4%+47113F-HRTimeline
Vishria Bird Financial Group, LLC16,379$797K0.28%013F-HRTimeline
Gladstone Institutional Advisory LLC16,362$796K0.04%+2,71013F-HRTimeline
Meridian Wealth Management, LLC16,274$792K0.04%-4,63313F-HRTimeline
626 Financial, LLC16,136$785K0.42%+48513F-HRTimeline
Brueske Advisory Services, LLC16,126$785K0.7%13F-HRTimeline
PFG Advisors15,938$776K0.05%+8,13813F-HRTimeline
Maridea Wealth Management LLC15,903$774K0.25%13F-HRTimeline
Concentrum Wealth Management15,799$769K0.27%-4,90013F-HRTimeline
Robertson Stephens Wealth Management, L…15,638$761K0.03%+6,42913F-HRTimeline
TFB Advisors LLC15,577$758K0.22%+2,27013F-HRTimeline
Stockman Wealth Management, Inc.15,155$738K0.12%-1,75113F-HRTimeline
Flaharty Asset Management, LLC15,124$736K0.11%-31,46113F-HRTimeline
Belpointe Asset Management LLC14,769$724K0.04%+2,82513F-HRTimeline
Ballew Advisors, Inc14,963$724K0.46%+4613F-HRTimeline
Wealth Watch Advisors, INC14,273$695K0.43%13F-HRTimeline
LaSalle St. Investment Advisors, LLC13,970$679K0.21%new13F-HRTimeline
Narwhal Capital Management13,879$675K0.06%+1,29713F-HRTimeline
Morey & Quinn Wealth Partners, LLC13,767$670K0.57%13F-HRTimeline
1776 Wealth LLC13,557$660K0.3%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,516$658K0.05%new13F-HRTimeline
Holistic Financial Partners13,336$649K0.32%-1,58513F-HRTimeline
Beacon Pointe Advisors, LLC12,252$596K0.01%-68313F-HRTimeline
Chris Bulman Inc12,031$586K0.37%+3,62813F-HRTimeline
Mattern Wealth Management LLC12,000$584K0.13%013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,911$580K0.04%+7,71313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,862$577K0.05%new13F-HRTimeline
Global Retirement Partners, LLC11,857$577K0.02%-98813F-HRTimeline
Valley Financial Group, Inc.11,824$575K0.4%+8113F-HRTimeline
Hamilton Wealth, LLC11,716$570K0.14%-1,06813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,397$555K<0.01%-2,92813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV11,393$555K0.05%+1,10913F-HRTimeline
O'Connor Financial Group LLC11,390$554K0.29%+11713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC11,379$554K0.27%+5,65913F-HRTimeline
Herold Advisors, Inc.11,241$547K0.12%-2913F-HRTimeline
Treynor Bancshares, Inc.11,179$544K0.57%-14,13213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,148$543K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.10,934$532K0.02%-1,18913F-HRTimeline
Composition Wealth, LLC10,760$524K0.01%-1,89013F-HRTimeline
Creative Planningin group Creative Planning10,550$513K<0.01%-1,68313F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC10,483$510K0.13%-21013F-HRTimeline
WEALTH EFFECTS LLC10,402$506K0.18%-5,11813F-HRTimeline
RFG Advisory, LLC10,397$506K0.01%-1,57413F-HRTimeline
Arkadios Wealth Advisors10,085$491K0.03%-1,84913F-HRTimeline
Pinnacle Family Advisors, LLC9,928$483K0.23%+42013F-HRTimeline
Laraway Financial Advisors Inc9,740$474K0.37%+413F-HRTimeline
Acorn Wealth Advisors, LLC9,497$462K0.19%-1,40213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,322$454K0.03%013F-HRTimeline
Beacon Financial Advisory LLC9,311$453K0.15%+2,36913F-HRTimeline
Merkkuri Wealth Advisors LLC9,098$443K0.35%-1,28113F-HRTimeline
Tanager Wealth Management LLP8,892$433K0.06%013F-HRTimeline
Sargent Investment Group, LLC8,940$433K0.07%-1,18513F-HRTimeline
Claro Advisors Inc.8,861$431K0.06%+24913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,854$431K0.33%13F-HRTimeline
Capital Investment Advisory Services, L…8,784$427K0.04%+51513F-HRTimeline
Insight Inv LLC8,765$427K0.3%-2,93013F-HRTimeline
MGO ONE SEVEN LLC8,746$426K0.02%-15613F-HRTimeline
Dynamic Advisor Solutions LLC8,651$421K0.02%-86513F-HRTimeline
Wealthspire Advisors, LLC8,628$420K<0.01%new13F-HRTimeline
DAVIDSON TRUST CO8,561$417K0.21%013F-HRTimeline
Family Legacy, Inc.8,513$413K0.14%-3113F-HRTimeline
Capital Investment Counsel, LLC8,220$400K0.07%-10,79413F-HRTimeline
Clarus Wealth Advisors8,267$400K0.2%-16013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,162$397K0.39%+2,00313F-HRTimeline
Capital CS Group, LLC8,085$393K0.53%+46913F-HRTimeline
Team Financial Group, LLC7,971$388K0.22%+3,73513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC7,903$385K0.21%+68613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,791$379K0.03%-1,17413F-HRTimelineGroup
Cresset Asset Management, LLC7,760$378K<0.01%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC7,543$367K0.35%-2,00013F-HRTimeline
Moloney Securities Asset Management, LLC7,523$366K0.05%-16013F-HRTimeline
Strategic Blueprint, LLC7,509$365K0.02%-51313F-HRTimeline
Platform Technology Partners7,420$361K0.11%013F-HRTimeline
Signal Advisors Wealth, LLC7,359$358K0.04%-10213F-HRTimeline
First Horizon Advisors, Inc.7,002$341K0.01%-18613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,982$340K<0.01%+4313F-HRTimelineGroup
Southland Equity Partners LLC6,853$334K0.08%-46713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,842$333K0.1%+48613F-HRTimeline
Capital Market Strategies LLC6,740$328K0.19%-1,43113F-HRTimeline
Quad-Cities Investment Group, LLC6,720$327K0.16%-14913F-HRTimeline
Wealth Management Associates, Inc.6,659$324K0.14%+913F-HRTimeline
Key Client Fiduciary Advisors, LLC6,540$318K0.14%-1,03513F-HRTimeline
Cornerstone Wealth Management, LLC6,485$316K0.02%-4313F-HRTimeline
Koshinski Asset Management, Inc.6,376$310K0.03%-9313F-HRTimeline
HBK Sorce Advisory LLC6,205$302K0.01%-35413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,177$301K<0.01%+2,47613F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC6,089$296K0.15%-20313F-HRTimeline
Sovran Advisors, LLC6,096$295K0.04%13F-HRTimeline
Luminist Capital LLC5,936$289K0.5%13F-HRTimeline
WMG Financial Advisors, LLC5,927$288K0.12%-15513F-HRTimeline
Archer Investment Corp5,840$284K0.08%+17413F-HRTimeline
ERn Financial, LLC5,815$283K0.04%-56113F-HRTimeline
SHAKER INVESTMENTS LLC/OH5,766$281K0.12%013F-HRTimeline
AlphaMark Advisors, LLC5,727$279K0.12%013F-HRTimeline
Kovack Advisors, Inc.5,723$279K0.03%-15113F-HRTimeline
Moment Partners, LLC5,563$271K0.05%13F-HRTimeline
Bison Wealth, LLC5,513$268K0.03%13F-HRTimeline
Legacy Edge Advisors, LLC5,472$266K0.04%new13F-HRTimeline
Waterloo Capital, L.P.5,454$265K0.03%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,373$262K0.01%new13F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC5,334$260K0.01%-721,06513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,285$257K0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,297$257K0.01%-2,24913F-HRTimelineGroup
Larson Financial Group LLC5,199$253K0.01%-14213F-HRTimeline
Essex LLC5,193$253K0.05%-4213F-HRTimeline
Trueblood Wealth Management, LLC5,191$253K0.12%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,131$250K0.01%-6113F-HRTimelineGroup
Freedom Investment Management, Inc.5,108$249K0.02%-80813F-HRTimeline
Betterment LLC5,085$247K<0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,069$247K0.03%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC5,046$246K0.02%+5113F-HRTimeline
Rede Wealth, LLC5,034$245K0.09%-26113F-HRTimeline
Cambridge Advisors Inc.5,023$244K0.05%-20413F-HRTimeline
MONEYWISE, INC.5,015$244K0.12%-3,28013F-HRTimeline
Mosley Wealth Management4,812$234K0.15%-21113F-HRTimeline
Western Wealth Management, LLC4,732$230K0.02%-6,11413F-HR/ATimeline
TrueWealth Advisors, LLC4,730$230K0.08%-28813F-HRTimeline
Impact Partnership Wealth, LLC4,618$225K0.05%new13F-HRTimeline
Proactive Wealth Strategies LLC4,551$222K0.12%+44413F-HRTimeline
Genesee Capital Advisors, LLC4,522$220K0.1%+3913F-HRTimeline
Cutter & CO Brokerage, Inc.4,388$214K0.05%-21613F-HRTimeline
Sovereign Financial Group, Inc.4,356$212K0.05%013F-HRTimeline
Tidemark, LLC4,234$206K0.08%+1013F-HRTimeline
BEACON FINANCIAL GROUP4,226$206K0.02%013F-HRTimeline
Castle Rock Wealth Management, LLC4,207$206K0.05%-38913F-HRTimeline
GeoWealth Management, LLC4,210$205K0.01%-6,58113F-HRTimeline
NOVEM GROUP4,167$203K0.03%13F-HRTimeline
Lion Street Advisors, LLC4,162$203K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.3,296$160K0.05%+7013F-HRTimeline
MTM Investment Management, LLC3,098$151K0.06%013F-HRTimeline
Beacon Capital Management, LLC2,879$140K0.02%+1913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,792$136K0.01%+88413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,746$134K0.01%+45913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,658$131K0.08%13F-HRTimeline
Holos Integrated Wealth LLC2,614$127K0.09%13F-HRTimeline
Synergy Investment Management, LLC2,391$116K0.05%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,900$92.5K0.04%013F-HRTimeline
Raleigh Capital Management Inc.1,887$91.8K0.04%-2213F-HRTimeline
Riggs Asset Managment Co. Inc.1,793$87.1K0.02%+25013F-HRTimeline
AdvisorNet Financial, Inc1,667$81.1K0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,679$81K0.07%-5213F-HRTimeline
Medallion Wealth Advisors, LLC1,555$75.8K0.04%13F-HRTimeline
GAMMA Investing LLC1,404$68.3K0.01%+10613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,326$64.5K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,211$58.9K<0.01%-42913F-HRTimeline
WASHINGTON TRUST Co1,199$58.4K<0.01%013F-HRTimeline
EPG Wealth Management LLC1,153$56.1K0.01%-24413F-HRTimeline
Wagner Wealth Management, LLC1,093$53.2K0.01%+8913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…972$47.3K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC825$40.2K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC825$40.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC766$37.3K<0.01%+68913F-HRTimeline
Smithfield Trust Co725$36K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.625$30.4K0.03%13F-HRTimeline
Sunbelt Securities, Inc.603$29.3K<0.01%-55613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS594$28.9K<0.01%-5,05713F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd573$27.7K<0.01%013F-HRTimelineGroup
FLP Wealth Management, LLC551$26.8K0.07%13F-HRTimeline
WealthShield Partners, LLC505$24.6K<0.01%013F-HRTimeline
True Wealth Design, LLC400$19.5K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.391$19K0.01%-51213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…362$17.6K<0.01%+22513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC335$16.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC284$13.8K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…262$12.8K<0.01%013F-HRTimeline
Sachetta, LLC260$12.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC250$12.2K<0.01%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.238$11.6K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC215$10.5K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.214$10.4K0.01%13F-HRTimeline
CVA Family Office, LLC207$10.1K<0.01%013F-HRTimeline
Avion Wealth223$10K<0.01%+113F-HRTimeline
REAP Financial Group, LLC203$9.88K<0.01%new13F-HRTimeline
PSI Advisors, LLC152$7.4K<0.01%013F-HRTimeline
Creekmur Asset Management LLC106$5.16K<0.01%-613F-HRTimeline
AMERIFLEX GROUP, INC.103$5.02K<0.01%13F-HRTimeline
Transce3nd, LLC77$3.75K<0.01%13F-HRTimeline
McIlrath & Eck, LLC57$2.77K<0.01%-513F-HRTimeline