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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

416 managers (420 13F filers) reported a position in LMBS shares at 2025-06-30, 80,733,427 shares in all. 34 filers opened a position and 25 filers sold out during the quarter.

Managers
416
13F filers
420
New
34
Added
160
Reduced
178
Sold out
25
Shares held by filers
80,733,427

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AXXCESS WEALTH MANAGEMENT, LLC23,782$1.17M0.03%+1,67113F-HRTimeline
ATWOOD & PALMER INC23,710$1.17M0.07%-286,43513F-HRTimeline
Rehmann Capital Advisory Group23,018$1.13M0.07%-1,28513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,895$1.08M0.01%-7,66313F-HRTimelineGroup
Helium Advisors LLC21,729$1.07M0.68%-17713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC21,300$1.05M0.48%-3,13713F-HRTimelineGroup
Team Financial Group, LLC20,408$1.01M0.49%+7,23113F-HRTimeline
GPS Wealth Strategies Group, LLC19,823$976K0.11%+58213F-HRTimeline
TFB Advisors LLC19,745$973K0.25%+1,94413F-HRTimeline
Priebe Wealth Holdings LLC19,500$961K0.83%+9,80013F-HRTimeline
Gateway Wealth Partners, LLC19,455$958K0.18%-2,13413F-HRTimeline
OneDigital Investment Advisors LLC19,299$951K0.01%-3,27013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,193$945K0.06%+82413F-HRTimelineGroup
Gladstone Institutional Advisory LLC18,932$933K0.04%+54913F-HRTimeline
PRIVATE TRUST CO NA18,477$910K0.09%-5,07913F-HRTimeline
Chris Bulman Inc18,407$907K0.52%+83813F-HRTimeline
Wealth Watch Advisors, INC18,271$900K0.52%-92513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,058$890K<0.01%new13F-HRTimelineGroup
Avestar Capital, LLC18,040$889K0.06%+20813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,979$886K0.19%-1113F-HRTimeline
Tyler-Stone Wealth Management17,654$870K0.14%-3,49713F-HRTimeline
Towerpoint Wealth, LLC17,580$866K0.38%+35013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT17,475$861K0.06%-40013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,445$859K0.17%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS17,150$845K<0.01%+2,24513F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO17,061$840K0.21%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC16,810$828K0.66%-213F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.16,635$819K0.57%+23913F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV16,572$816K0.79%-77013F-HRTimeline
StrongBox Wealth, LLC16,475$812K0.31%+10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,186$797K<0.01%new13F-HRTimelineGroup
Hidden Cove Wealth Management, LLC16,122$794K0.58%new13F-HRTimeline
LANARK FINANCIAL, INC.16,010$788K0.06%+6313F-HRTimeline
Ballew Advisors, Inc15,976$786K0.47%-3313F-HRTimeline
626 Financial, LLC15,640$770K0.36%-39313F-HR/ATimeline
Global Retirement Partners, LLC15,320$755K0.02%13F-HRTimeline
GeoWealth Management, LLC15,148$746K0.03%-25113F-HRTimeline
Vishria Bird Financial Group, LLC15,137$746K0.25%-1,14113F-HRTimeline
Legacy Edge Advisors, LLC14,987$738K0.1%013F-HRTimeline
Robertson Stephens Wealth Management, L…14,937$736K0.03%-63713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,544$716K0.06%-21813F-HRTimeline
Concentrum Wealth Management14,544$716K0.22%-1,25513F-HRTimeline
Flaharty Asset Management, LLC14,530$716K0.1%-22013F-HR/ATimeline
LaSalle St. Investment Advisors, LLC14,186$698K0.19%+22413F-HRTimeline
Arkadios Wealth Advisors13,993$689K0.02%+3,17113F-HRTimeline
PFG Advisors13,622$671K0.03%-2,05213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,455$663K0.01%-5,23513F-HRTimelineGroup
Brueske Advisory Services, LLC13,426$661K0.45%013F-HRTimeline
Creative Planningin group Creative Planning13,423$661K<0.01%-4,23713F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC13,325$656K0.29%+1,17013F-HRTimeline
Narwhal Capital Management13,299$655K0.05%-69213F-HRTimeline
Valley Financial Group, Inc.13,078$644K0.39%+54113F-HRTimeline
O'Connor Financial Group LLC12,376$609K0.27%+6813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,126$597K0.02%+92113F-HRTimelineGroup
RFG Advisory, LLC11,956$589K0.01%+1,62513F-HRTimeline
OLD MISSION CAPITAL LLC11,814$582K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC11,739$578K0.02%+1,80613F-HRTimeline
Mattern Wealth Management LLC11,500$566K0.12%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,358$559K<0.01%+7,97213F-HRTimelineGroup
Beacon Pointe Advisors, LLC11,266$555K0.01%-72213F-HRTimeline
Allworth Financial LP11,096$547K<0.01%+2313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,977$541K0.04%-1,51313F-HRTimeline
Raab & Moskowitz Asset Management LLC10,861$535K0.13%-19713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,603$522K<0.01%-90213F-HRTimelineGroup
RMR Wealth Builders10,551$520K0.05%new13F-HRTimeline
Southland Equity Partners LLC10,416$513K0.11%-16713F-HRTimeline
Pinnacle Family Advisors, LLC10,315$508K0.25%+36313F-HRTimeline
National Wealth Management Group, LLC10,199$502K0.28%+85613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC10,090$497K0.04%-16,75013F-HRTimeline
Summit Wealth Partners, LLC10,032$494K0.09%+31013F-HRTimeline
GTS SECURITIES LLC9,931$489K0.02%new13F-HRTimeline
WEALTH EFFECTS LLC9,902$488K0.18%013F-HRTimeline
1776 Wealth LLC9,757$481K0.2%-1,85013F-HRTimeline
Laraway Financial Advisors Inc9,093$448K0.34%-55613F-HRTimeline
Acorn Wealth Advisors, LLC9,052$446K0.17%-40313F-HRTimeline
Capital CS Group, LLC9,044$446K0.73%-46513F-HRTimeline
Quantinno Capital Management LP8,976$442K<0.01%+10113F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV8,824$434K0.38%-14313F-HRTimeline
MGO ONE SEVEN LLC8,797$433K0.01%+1113F-HRTimeline
MAI Capital Management8,788$433K<0.01%-64,00213F-HRTimeline
Tradewinds, LLC.8,762$432K0.33%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,762$432K0.33%-22513F-HRTimeline
CRUX WEALTH ADVISORS8,659$427K0.18%+69913F-HRTimeline
Goldstone Financial Group, LLC8,569$422K0.06%+3,03213F-HRTimeline
Moloney Securities Asset Management, LLC8,530$420K0.05%+48813F-HRTimeline
Family Legacy, Inc.8,513$419K0.14%013F-HRTimeline
Wealthspire Advisors, LLC8,308$409K<0.01%-32013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,289$408K0.33%-28213F-HRTimeline
Sargent Investment Group, LLC8,220$407K0.05%-21013F-HRTimeline
Stockman Wealth Management, Inc.8,000$394K0.05%013F-HRTimeline
Platform Technology Partners7,827$386K0.1%013F-HRTimeline
CALTON & ASSOCIATES, INC.7,604$375K0.06%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC7,543$372K0.32%013F-HRTimeline
Claro Advisors Inc.7,409$365K0.06%-63413F-HRTimeline
Focus Financial Network, Inc.7,395$364K0.01%-2,86013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,301$360K0.02%-23713F-HRTimelineGroup
Milestones Private Investment Advisors …7,116$351K0.26%13F-HRTimeline
Sovran Advisors, LLC6,887$338K0.04%-7,45413F-HRTimeline
First Horizon Advisors, Inc.6,769$333K0.01%-3813F-HRTimeline
Capital Market Strategies LLC6,751$333K0.23%013F-HRTimeline
Meridian Wealth Management, LLC6,745$332K0.01%-68513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,728$331K0.01%-20,41913F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC6,683$329K0.09%-10613F-HRTimeline
Betterment LLC6,674$329K<0.01%+68113F-HRTimeline
Wealth Management Associates, Inc.6,677$329K0.13%+913F-HRTimeline
GENTRY PRIVATE WEALTH, LLC6,561$323K0.25%-15,27513F-HRTimeline
Key Client Fiduciary Advisors, LLC6,540$322K0.13%013F-HRTimeline
Cornerstone Wealth Management, LLC6,413$316K0.02%-1013F-HRTimeline
Ausdal Financial Partners, Inc.6,409$316K0.02%-6013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,386$315K0.12%-74513F-HRTimeline
Capital Investment Advisory Services, L…6,107$301K0.02%+513F-HRTimeline
Archer Investment Corp6,049$298K0.07%+4313F-HRTimeline
World Investment Advisors6,011$296K0.01%-2,18313F-HRTimeline
Luminist Capital LLC5,936$292K0.29%013F-HRTimeline
Herold Advisors, Inc.5,812$286K0.06%-3,66313F-HRTimeline
AdvisorNet Financial, Inc5,792$285K0.02%+1,41313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,761$284K0.18%new13F-HRTimeline
WMG Financial Advisors, LLC5,749$283K0.1%-2213F-HRTimeline
Signal Advisors Wealth, LLC5,657$279K0.02%+1,07313F-HRTimeline
EP Wealth Advisors, LLC5,657$279K<0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.5,563$274K0.02%-20513F-HRTimeline
Commonwealth Financial Services, LLC5,414$267K0.05%-138,24313F-HRTimeline
TrueWealth Advisors, LLC5,302$261K0.08%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,285$260K0.01%013F-HRTimelineGroup
Tidemark, LLC5,252$259K0.08%+1,00913F-HRTimeline
RETIREMENT GUYS FORMULA LLC5,237$258K0.1%013F-HRTimeline
Composition Wealth, LLC5,221$257K<0.01%013F-HRTimeline
Trueblood Wealth Management, LLC5,195$256K0.11%+413F-HRTimeline
Jaffetilchin Investment Partners, LLC5,150$254K0.02%+5213F-HRTimeline
Farther Finance Advisors, LLC5,102$251K0.01%-14,78013F-HRTimeline
Essex LLC5,081$250K0.05%-11213F-HRTimeline
SeaCrest Wealth Management, LLC5,069$250K0.03%013F-HRTimeline
MONEYWISE, INC.5,058$249K0.12%+2213F-HRTimeline
Certified Advisory Corp5,020$247K0.03%new13F-HRTimeline
HBK Sorce Advisory LLC4,995$246K0.01%-10313F-HRTimeline
Waterloo Capital, L.P.4,925$243K0.02%013F-HRTimeline
Quad-Cities Investment Group, LLC4,904$242K0.11%-6213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,735$233K0.04%+10113F-HRTimeline
Freedom Investment Management, Inc.4,669$230K0.02%-26613F-HRTimeline
Moment Partners, LLC4,652$229K0.04%-44413F-HRTimeline
Proactive Wealth Strategies LLC4,645$229K0.11%+4713F-HRTimeline
Western Wealth Management, LLC4,643$229K0.01%+513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,618$227K0.01%+513F-HRTimelineGroup
Genesee Capital Advisors, LLC4,602$227K0.1%+4013F-HRTimeline
Strategic Blueprint, LLC4,602$227K0.01%-69713F-HRTimeline
CENTAURUS FINANCIAL, INC.4,586$226K0.01%-83913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,554$224K0.01%-42613F-HRTimelineGroup
Holistic Financial Partners4,528$223K0.1%-6,08213F-HRTimeline
HBW ADVISORY SERVICES LLC4,527$223K0.03%+9413F-HRTimeline
Holos Integrated Wealth LLC4,485$222K0.13%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,487$221K0.03%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,435$218K0.02%new13F-HRTimeline
Kaydan Wealth Management, Inc.4,351$214K0.07%new13F-HRTimeline
Parallel Advisors, LLC4,323$213K<0.01%+59313F-HRTimeline
Rathbones Group PLC4,254$210K<0.01%013F-HRTimeline
Clarity Capital Partners LLC4,228$208K0.07%+10113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,227$208K0.01%new13F-HRTimeline
BEACON FINANCIAL GROUP4,226$208K0.02%013F-HRTimeline
NOVEM GROUP4,208$207K0.03%-5613F-HRTimeline
Capital Investment Counsel, LLC4,195$207K0.03%-2,51513F-HRTimeline
Lion Street Advisors, LLC4,162$205K0.06%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,107$202K0.02%new13F-HRTimeline
Larson Financial Group LLC4,007$197K0.01%-92813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,932$194K0.06%+99113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,530$174K<0.01%-44313F-HRTimelineGroup
Golden State Wealth Management, LLC3,330$164K0.02%-1,45113F-HRTimeline
Pinnacle Bancorp, Inc.3,220$159K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,746$135K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC2,540$125K0.05%-11513F-HRTimeline
MTM Investment Management, LLC2,173$107K0.04%-92513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,900$93.6K0.04%013F-HRTimeline
Raleigh Capital Management Inc.1,864$91.8K0.04%+2013F-HRTimeline
Rossby Financial, LCC1,778$87.6K0.03%+513F-HRTimeline
Riggs Asset Managment Co. Inc.1,718$84.6K0.02%-4513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,596$78.1K0.01%+91313F-HRTimelineGroup
Asset Dedication, LLC1,364$67.2K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,097$54K<0.01%+27213F-HRTimeline
Wagner Wealth Management, LLC993$48.9K0.01%-14013F-HRTimeline
Barnes Dennig Private Wealth Management…925$45.6K0.05%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC825$40.6K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL766$37.7K<0.01%-44513F-HRTimeline
Smithfield Trust Co725$36K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT638$31.4K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC633$31.2K0.01%+52713F-HRTimeline
Sunbelt Securities, Inc.604$29.4K<0.01%+32113F-HRTimeline
Quest 10 Wealth Builders, Inc.577$28.4K0.03%+1513F-HRTimeline
Beacon Capital Management, LLC484$23.8K<0.01%-5413F-HRTimeline
DHJJ Financial Advisors, Ltd.421$20.7K0.01%013F-HRTimeline
Capital A Wealth Management, LLC418$20.2K0.23%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.400$20K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Wealth Design, LLC400$19.7K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC335$16.5K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC327$16.1K<0.01%new13F-HRTimeline
Kessler Investment Group, LLC305$15K0.01%new13F-HRTimeline
WealthShield Partners, LLC305$15K<0.01%-20013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC284$14K<0.01%-1513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST279$13.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…262$12.9K<0.01%013F-HRTimeline
Sachetta, LLC260$12.8K0.01%013F-HRTimeline
Cheviot Value Management, LLC255$12.6K<0.01%013F-HRTimeline