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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

405 managers (409 13F filers) reported a position in LMBS shares at 2025-03-31, 77,714,728 shares in all. 35 filers opened a position and 34 filers sold out during the quarter.

Managers
405
13F filers
409
New
35
Added
183
Reduced
146
Sold out
34
Shares held by filers
77,714,728

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AXXCESS WEALTH MANAGEMENT, LLC22,111$1.09M0.03%+35213F-HRTimeline
Helium Advisors LLC21,906$1.08M0.78%-79713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC21,836$1.07M0.88%-24513F-HRTimeline
Gateway Wealth Partners, LLC21,589$1.06M0.24%+1,42313F-HRTimeline
Tyler-Stone Wealth Management21,151$1.04M0.19%-10013F-HRTimeline
Farther Finance Advisors, LLC19,882$978K0.02%+2,55713F-HRTimeline
Insight Inv LLC19,370$952K0.66%+10,60513F-HRTimeline
GPS Wealth Strategies Group, LLC19,241$946K0.13%-26313F-HRTimeline
Wealth Watch Advisors, INC19,196$944K0.77%+4,92313F-HRTimeline
Integrated Advisors Network LLC19,029$935K0.05%-1,57713F-HRTimeline
Core Wealth Partners LLC18,778$923K0.54%-6,99513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,690$910K0.02%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC18,383$904K0.04%+2,02113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,369$903K0.06%+1,01813F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,990$884K0.22%+25213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT17,875$879K0.07%+8,55313F-HRTimeline
Avestar Capital, LLC17,832$877K0.08%+62913F-HRTimeline
TFB Advisors LLC17,801$875K0.25%+2,22413F-HRTimeline
Creative Planningin group Creative Planning17,660$868K<0.01%+7,11013F-HRTimelineGroup
Chris Bulman Inc17,569$864K0.55%+5,53813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV17,342$853K0.87%-76113F-HRTimeline
Towerpoint Wealth, LLC17,230$847K0.42%+54813F-HRTimeline
Morey & Quinn Wealth Partners, LLC16,812$826K0.68%+3,04513F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.16,396$806K0.59%-1,35113F-HRTimeline
StrongBox Wealth, LLC16,375$805K0.34%new13F-HRTimeline
Vishria Bird Financial Group, LLC16,278$800K0.27%-10113F-HRTimeline
626 Financial, LLC16,033$788K0.41%-10313F-HRTimeline
LANARK FINANCIAL, INC.15,947$783K0.07%+15,93013F-HRTimeline
Concentrum Wealth Management15,799$777K0.29%013F-HRTimeline
Ballew Advisors, Inc16,009$776K0.52%+1,04613F-HRTimeline
PFG Advisors15,674$771K0.04%-26413F-HRTimeline
Robertson Stephens Wealth Management, L…15,574$766K0.03%-6413F-HRTimeline
GeoWealth Management, LLC15,399$757K0.03%+11,18913F-HRTimeline
Legacy Edge Advisors, LLC14,987$737K0.11%+9,51513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,905$733K<0.01%+14,31113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,762$726K0.06%+2,90013F-HRTimeline
Flaharty Asset Management, LLC14,750$725K0.1%-37413F-HRTimeline
Maridea Wealth Management LLC14,525$714K0.23%-1,37813F-HRTimeline
Sovran Advisors, LLC14,341$702K0.09%+8,24513F-HRTimeline
Narwhal Capital Management13,991$688K0.06%+11213F-HRTimeline
LaSalle St. Investment Advisors, LLC13,962$686K0.16%-813F-HRTimeline
Brueske Advisory Services, LLC13,426$660K0.63%-2,70013F-HRTimeline
Team Financial Group, LLC13,177$648K0.37%+5,20613F-HRTimeline
Valley Financial Group, Inc.12,537$616K0.41%+71313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,490$614K0.05%+1,09713F-HRTimeline
O'Connor Financial Group LLC12,308$605K0.31%+91813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC12,155$598K0.32%+77613F-HR/ATimeline
Beacon Pointe Advisors, LLC11,988$589K0.01%-26413F-HRTimeline
1776 Wealth LLC11,607$571K0.26%-1,95013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,505$566K<0.01%-55,95913F-HRTimelineGroup
Mattern Wealth Management LLC11,500$565K0.13%-50013F-HRTimeline
Simplicity Wealth,LLC11,289$555K0.04%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,205$551K0.02%new13F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC11,058$544K0.14%+57513F-HRTimeline
Allworth Financial LP11,073$541K<0.01%-9,66013F-HRTimeline
Arkadios Wealth Advisors10,822$532K0.02%+73713F-HRTimeline
Holistic Financial Partners10,610$522K0.25%-2,72613F-HRTimeline
Southland Equity Partners LLC10,583$520K0.12%+3,73013F-HRTimeline
RFG Advisory, LLC10,331$508K0.01%-6613F-HRTimeline
Focus Financial Network, Inc.10,255$504K0.02%-67913F-HRTimeline
Pinnacle Family Advisors, LLC9,952$489K0.27%+2413F-HRTimeline
Dynamic Advisor Solutions LLC9,933$488K0.02%+1,28213F-HRTimeline
WEALTH EFFECTS LLC9,902$487K0.2%-50013F-HRTimeline
Summit Wealth Partners, LLC9,722$478K0.1%new13F-HRTimeline
Priebe Wealth Holdings LLC9,700$477K0.3%new13F-HRTimeline
Laraway Financial Advisors Inc9,649$474K0.38%-9113F-HRTimeline
Capital CS Group, LLC9,509$467K0.8%+1,42413F-HRTimeline
Herold Advisors, Inc.9,475$466K0.1%-1,76613F-HRTimeline
Acorn Wealth Advisors, LLC9,455$465K0.19%-4213F-HRTimeline
National Wealth Management Group, LLC9,343$459K0.3%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,987$442K0.38%-11113F-HRTimeline
Elevation Capital Advisory, LLC8,979$441K0.19%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,967$441K0.43%+80513F-HRTimeline
Tanager Wealth Management LLP8,892$437K0.06%013F-HRTimeline
Quantinno Capital Management LP8,875$436K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC8,786$432K0.02%+4013F-HRTimeline
Wealthspire Advisors, LLC8,628$424K<0.01%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,571$421K0.38%-28313F-HRTimeline
Family Legacy, Inc.8,513$418K0.14%013F-HRTimeline
Sargent Investment Group, LLC8,430$414K0.07%-51013F-HRTimeline
World Investment Advisors8,194$403K0.01%new13F-HRTimeline
Claro Advisors Inc.8,043$395K0.05%-81813F-HRTimeline
Moloney Securities Asset Management, LLC8,042$395K0.05%+51913F-HRTimeline
Stockman Wealth Management, Inc.8,000$393K0.06%-7,15513F-HRTimeline
CRUX WEALTH ADVISORS7,960$391K0.2%new13F-HRTimeline
Platform Technology Partners7,827$385K0.11%+40713F-HRTimeline
Cresset Asset Management, LLC7,760$381K<0.01%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC7,543$371K0.34%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,538$371K0.03%-25313F-HRTimelineGroup
Meridian Wealth Management, LLC7,430$365K0.02%-8,84413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC7,131$351K0.17%-77213F-HRTimeline
First Horizon Advisors, Inc.6,807$335K0.01%-19513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,789$334K0.11%-5313F-HRTimeline
Capital Market Strategies LLC6,751$332K0.22%+1113F-HRTimeline
Capital Investment Counsel, LLC6,710$330K0.05%-1,51013F-HRTimeline
Wealth Management Associates, Inc.6,668$328K0.14%+913F-HRTimeline
Key Client Fiduciary Advisors, LLC6,540$322K0.15%013F-HRTimeline
Ausdal Financial Partners, Inc.6,469$318K0.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC6,423$316K0.02%-6213F-HRTimeline
Capital Investment Advisory Services, L…6,102$300K0.03%-2,68213F-HRTimeline
Sowell Financial Services LLC6,054$298K0.01%new13F-HRTimeline
Archer Investment Corp6,006$295K0.08%+16613F-HRTimeline
Betterment LLC5,993$295K<0.01%+90813F-HRTimeline
Luminist Capital LLC5,936$292K0.31%013F-HRTimeline
WMG Financial Advisors, LLC5,771$284K0.12%-15613F-HRTimeline
Koshinski Asset Management, Inc.5,768$284K0.02%-60813F-HRTimeline
SHAKER INVESTMENTS LLC/OH5,766$283K0.14%013F-HRTimeline
Realta Investment Advisors5,582$274K0.13%+5,57413F-HRTimeline
Goldstone Financial Group, LLC5,537$272K0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.5,425$267K0.02%-6,48613F-HRTimeline
Strategic Blueprint, LLC5,299$261K0.01%-2,21013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,285$260K0.01%013F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC5,237$257K0.13%-85213F-HRTimeline
Composition Wealth, LLC5,221$257K0.01%-5,53913F-HRTimeline
Essex LLC5,193$255K0.06%013F-HRTimeline
Trueblood Wealth Management, LLC5,191$255K0.12%013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,098$251K0.02%+5213F-HRTimeline
HBK Sorce Advisory LLC5,098$251K0.01%-1,10713F-HRTimeline
Moment Partners, LLC5,096$251K0.05%-46713F-HRTimeline
Bison Wealth, LLC5,077$250K0.02%-43613F-HRTimeline
SeaCrest Wealth Management, LLC5,069$249K0.03%013F-HRTimeline
MONEYWISE, INC.5,036$248K0.13%+2113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,980$245K0.01%-15113F-HRTimelineGroup
Quad-Cities Investment Group, LLC4,966$244K0.12%-1,75413F-HRTimeline
Freedom Investment Management, Inc.4,935$243K0.02%-17313F-HRTimeline
Larson Financial Group LLC4,935$243K0.01%-26413F-HRTimeline
Waterloo Capital, L.P.4,925$242K0.02%-52913F-HRTimeline
Golden State Wealth Management, LLC4,781$235K0.03%+4,53113F-HR/ATimeline
Western Wealth Management, LLC4,638$228K0.02%-9413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,634$228K0.05%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,613$227K0.01%new13F-HRTimelineGroup
Proactive Wealth Strategies LLC4,598$226K0.12%+4713F-HRTimeline
Signal Advisors Wealth, LLC4,584$225K0.02%-2,77513F-HRTimeline
Genesee Capital Advisors, LLC4,562$224K0.11%+4013F-HRTimeline
Holos Integrated Wealth LLC4,485$220K0.14%+1,87113F-HRTimeline
HBW ADVISORY SERVICES LLC4,433$218K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc4,379$215K0.02%+2,71213F-HRTimeline
NOVEM GROUP4,264$210K0.03%+9713F-HRTimeline
Rathbones Group PLC4,254$209K<0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.4,246$209K0.05%-11013F-HRTimeline
Tidemark, LLC4,243$209K0.08%+913F-HRTimeline
BEACON FINANCIAL GROUP4,226$208K0.02%013F-HRTimeline
Castle Rock Wealth Management, LLC4,197$206K0.06%-1013F-HRTimeline
Mission Financial Group, LLC4,110$205K0.19%13F-HRTimeline
Lion Street Advisors, LLC4,162$205K0.06%013F-HRTimeline
Clarity Capital Partners LLC4,127$203K0.08%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,973$195K<0.01%-3,00913F-HRTimelineGroup
Parallel Advisors, LLC3,730$183K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,386$166K<0.01%-2,79113F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,220$158K0.05%-7613F-HRTimeline
MTM Investment Management, LLC3,098$152K0.06%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,941$145K0.05%+14913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,746$135K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,655$131K0.06%+1,10013F-HRTimeline
Synergy Investment Management, LLC2,536$125K0.05%+14513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,900$93.4K0.04%013F-HRTimeline
Raleigh Capital Management Inc.1,844$90.7K0.04%-4313F-HRTimeline
Rossby Financial, LCC1,773$86.7K0.04%new13F-HRTimeline
Riggs Asset Managment Co. Inc.1,763$86.7K0.02%-3013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,678$82.5K<0.01%new13F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC1,419$69.8K0.04%-1,23913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,326$65.2K0.01%013F-HRTimeline
GAMMA Investing LLC1,306$64.2K<0.01%-9813F-HR/ATimeline
BLAIR WILLIAM & CO/IL1,211$59.5K<0.01%013F-HRTimeline
EPG Wealth Management LLC1,165$57.3K0.02%+1213F-HRTimeline
Wagner Wealth Management, LLC1,133$55.7K0.01%+4013F-HRTimeline
Mattson Financial Services, LLC1,011$49.7K0.01%-74,68413F-HRTimeline
Aptus Capital Advisors, LLC825$40.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC825$40.6K<0.01%013F-HRTimeline
Smithfield Trust Co725$36K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd683$33.3K<0.01%+11013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.562$27.6K0.03%-6313F-HRTimeline
Beacon Capital Management, LLC538$26.4K<0.01%-2,34113F-HRTimeline
WealthShield Partners, LLC505$24.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.421$20.7K0.01%+3013F-HRTimeline
True Wealth Design, LLC400$19.7K0.01%013F-HRTimeline
Anderson Financial Strategies, LLC400$19.7K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC335$16.5K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC299$14.7K<0.01%+1513F-HRTimeline
Sunbelt Securities, Inc.283$13.9K<0.01%-32013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST279$13.7K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…262$12.9K<0.01%013F-HRTimeline
Sachetta, LLC260$12.8K0.01%013F-HRTimeline
Cheviot Value Management, LLC255$12.5K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC215$10.6K<0.01%013F-HRTimeline
CVA Family Office, LLC207$10.2K<0.01%013F-HRTimeline
Avion Wealth223$10K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC200$9.83K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…131$6.44K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC115$6K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC106$5.21K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.103$5.06K<0.01%013F-HRTimeline
Transce3nd, LLC77$3.79K<0.01%013F-HRTimeline
Lord & Richards Wealth Management, LLC72$3.54K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC57$2.8K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.56$2.76K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC56$2.75K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC37$1.82K<0.01%013F-HRTimeline
Clearstead Advisors, LLC35$1.73K<0.01%-73113F-HRTimeline
GKV Capital Management Co., Inc.32$1.57K<0.01%new13F-HR/ATimeline