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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

396 managers (400 13F filers) reported a position in LMBS shares at 2025-09-30, 84,839,795 shares in all. 24 filers opened a position and 38 filers sold out during the quarter.

Managers
396
13F filers
400
New
24
Added
205
Reduced
134
Sold out
38
Shares held by filers
84,839,795

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Helium Advisors LLC21,954$1.09M0.91%+22513F-HRTimeline
Keystone Wealth Services, LLC21,815$1.09M0.24%-50,52913F-HRTimeline
Team Financial Group, LLC21,627$1.08M0.5%+1,21913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…20,120$1M0.21%+2,14113F-HRTimeline
GPS Wealth Strategies Group, LLC19,408$966K0.1%-41513F-HRTimeline
PRIVATE TRUST CO NA18,552$924K0.08%+7513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC18,366$914K0.63%-7,46613F-HRTimeline
Gateway Wealth Partners, LLC18,261$909K0.12%-1,19413F-HRTimeline
Avestar Capital, LLC17,869$890K0.06%-17113F-HRTimeline
Morey & Quinn Wealth Partners, LLC17,826$888K0.65%+1,01613F-HRTimeline
Towerpoint Wealth, LLC17,772$885K0.36%+19213F-HRTimeline
Faithward Advisors, LLC17,762$884K0.13%-10,06513F-HRTimeline
Gladstone Institutional Advisory LLC17,759$884K0.03%-1,17313F-HRTimeline
GeoWealth Management, LLC17,717$882K0.03%+2,56913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,680$880K0.02%+5,55413F-HRTimelineGroup
Acorn Wealth Advisors, LLC17,628$878K0.28%+8,57613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,555$874K0.01%-4,34013F-HRTimelineGroup
Ausdal Financial Partners, Inc.17,487$871K0.04%+11,07813F-HRTimeline
Arkadios Wealth Advisors17,321$862K0.02%+3,32813F-HRTimeline
Hamilton Wealth, LLC17,165$855K0.18%-38,61613F-HRTimeline
National Wealth Management Group, LLC17,113$852K0.32%+6,91413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV16,991$846K0.74%+41913F-HRTimeline
OneDigital Investment Advisors LLC16,773$835K0.01%-2,52613F-HRTimeline
ATWOOD & PALMER INC16,605$827K0.05%-7,10513F-HRTimeline
StrongBox Wealth, LLC16,475$820K0.28%013F-HRTimeline
Wealth Watch Advisors, INC16,472$820K0.34%-1,79913F-HRTimeline
SMART Wealth LLC16,272$810K0.31%new13F-HRTimeline
Hidden Cove Wealth Management, LLC16,108$802K0.53%-1413F-HRTimeline
Ballew Advisors, Inc16,023$802K0.45%+4713F-HRTimeline
CALTON & ASSOCIATES, INC.15,938$794K0.12%+8,33413F-HRTimeline
Global Retirement Partners, LLC15,903$792K0.02%+58313F-HRTimeline
Rehmann Capital Advisory Group15,118$753K0.04%-7,90013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,073$750K0.01%+1,61813F-HRTimelineGroup
Concentrum Wealth Management14,544$724K0.21%013F-HRTimeline
Flaharty Asset Management, LLC14,530$723K0.09%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,544$717K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…14,372$716K0.02%-56513F-HRTimeline
LaSalle St. Investment Advisors, LLC14,335$713K0.13%+14913F-HRTimeline
Legacy Edge Advisors, LLC14,011$698K0.08%-97613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC13,959$695K0.26%+63413F-HRTimeline
Raab & Moskowitz Asset Management LLC13,891$692K0.15%+3,03013F-HRTimeline
626 Financial, LLC13,701$682K0.3%-1,93913F-HRTimeline
TFB Advisors LLC13,442$673K0.2%-6,30313F-HRTimeline
Narwhal Capital Management13,457$670K0.05%+15813F-HRTimeline
Valley Financial Group, Inc.13,324$663K0.38%+24613F-HRTimeline
IFG Advisory, LLC12,614$628K0.03%-13,08313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE12,589$627K0.09%new13F-HRTimeline
O'Connor Financial Group LLC12,517$623K0.26%+14113F-HRTimeline
Beacon Pointe Advisors, LLC12,000$597K0.01%+73413F-HRTimeline
PFG Advisors11,925$594K0.02%-1,69713F-HRTimeline
Simplicity Wealth,LLC11,920$593K0.03%-12,42613F-HRTimeline
LANARK FINANCIAL, INC.11,711$583K0.04%-4,29913F-HRTimeline
Summit Wealth Partners, LLC11,426$569K0.1%+1,39413F-HRTimeline
Pinnacle Family Advisors, LLC11,359$566K0.25%+1,04413F-HRTimeline
MAI Capital Management11,108$553K<0.01%+2,32013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,946$545K0.02%new13F-HRTimelineGroup
Brueske Advisory Services, LLC10,926$544K0.3%-2,50013F-HRTimeline
Capital CS Group, LLC10,389$517K0.85%+1,34513F-HRTimeline
Dynamic Advisor Solutions LLC10,331$514K0.01%-1,40813F-HRTimeline
Meridian Wealth Management, LLC10,308$513K0.02%+3,56313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,263$511K<0.01%-34013F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC10,090$502K0.03%013F-HRTimeline
Creative Planningin group Creative Planning9,855$491K<0.01%-3,56813F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV9,780$488K0.39%+95613F-HRTimeline
WEALTH EFFECTS LLC9,394$468K0.15%-50813F-HRTimeline
CRUX WEALTH ADVISORS9,080$452K0.18%+42113F-HRTimeline
Quantinno Capital Management LP8,976$447K<0.01%013F-HRTimeline
World Investment Advisors8,718$434K0.01%+2,70713F-HRTimeline
Laraway Financial Advisors Inc8,697$433K0.3%-39613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,673$432K0.31%+38413F-HRTimeline
BlueChip Wealth Advisors LLC8,559$426K0.18%-21,38713F-HRTimeline
Allworth Financial LP8,547$426K<0.01%-2,54913F-HRTimeline
Family Legacy, Inc.8,513$424K0.13%013F-HRTimeline
Wealthspire Advisors, LLC8,308$414K<0.01%013F-HRTimeline
Goldstone Financial Group, LLC8,218$409K0.05%-35113F-HRTimeline
Moloney Securities Asset Management, LLC8,205$409K0.05%-32513F-HRTimeline
Stockman Wealth Management, Inc.8,000$398K0.05%013F-HRTimeline
Platform Technology Partners7,827$390K0.09%013F-HRTimeline
1776 Wealth LLC7,675$382K0.15%-2,08213F-HRTimeline
Claro Advisors Inc.7,478$372K0.05%+6913F-HRTimeline
Carrera Capital Advisors7,433$370K0.07%new13F-HRTimeline
Focus Financial Network, Inc.7,390$368K0.01%-513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.50$364K0.02%-7,25113F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC6,971$347K0.08%+28813F-HRTimeline
Milestones Private Investment Advisors …6,908$344K0.23%-20813F-HRTimeline
Savvy Advisors, Inc.6,818$339K0.02%new13F-HRTimeline
Strategic Financial Concepts, LLC6,730$335K0.05%new13F-HRTimeline
Wealth Management Associates, Inc.6,686$333K0.12%+913F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC6,643$331K0.28%-90013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,583$328K0.06%+1,84813F-HRTimeline
Signal Advisors Wealth, LLC6,486$323K0.03%+82913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,363$317K0.11%-2313F-HRTimeline
Jaffetilchin Investment Partners, LLC6,209$309K0.02%+1,05913F-HRTimeline
Cornerstone Wealth Management, LLC6,076$303K0.02%-33713F-HRTimeline
Archer Investment Corp6,047$301K0.07%-213F-HRTimeline
Luminist Capital LLC5,936$296K0.26%013F-HRTimeline
Merkkuri Wealth Advisors LLC5,885$293K0.21%-2,87713F-HRTimeline
Koshinski Asset Management, Inc.5,870$292K0.02%+30713F-HRTimeline
MGO ONE SEVEN LLC5,857$292K0.01%-2,94013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,751$286K0.17%-1013F-HRTimeline
Southland Equity Partners LLC5,671$282K0.06%-4,74513F-HRTimeline
HRT FINANCIAL LP5,627$280K<0.01%new13F-HRTimeline
TrueWealth Advisors, LLC5,588$278K0.08%+28613F-HRTimeline
Rossby Financial, LCC5,537$276K0.09%+3,75913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,526$275K0.04%+1,03913F-HRTimeline
Certified Advisory Corp5,486$273K0.03%+46613F-HRTimeline
Old North State Wealth Management, LLC5,447$271K0.13%new13F-HRTimeline
WMG Financial Advisors, LLC5,349$266K0.09%-40013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,285$263K0.01%013F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC5,237$261K0.09%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,229$260K<0.01%-6,12913F-HRTimelineGroup
Trueblood Wealth Management, LLC5,206$259K0.1%+1113F-HRTimeline
Essex LLC5,081$253K0.05%013F-HRTimeline
First Heartland Consultants, Inc.5,052$252K0.02%-108,88713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,014$250K0.01%+78713F-HRTimeline
Tidemark, LLC4,983$248K0.07%-26913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,902$244K0.01%-1,82613F-HRTimelineGroup
Waterloo Capital, L.P.4,901$244K0.02%-2413F-HRTimeline
Farther Finance Advisors, LLC4,848$241K<0.01%-25413F-HRTimeline
RMR Wealth Builders4,832$241K0.02%-5,71913F-HRTimeline
CENTAURUS FINANCIAL, INC.4,731$236K0.01%+14513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,727$235K0.12%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,657$232K0.01%+10313F-HRTimelineGroup
Proactive Wealth Strategies LLC4,643$231K0.1%-213F-HRTimeline
Genesee Capital Advisors, LLC4,642$231K0.1%+4013F-HRTimeline
Moment Partners, LLC4,628$230K0.04%-2413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,569$227K0.02%+46213F-HRTimeline
Holos Integrated Wealth LLC4,485$224K0.13%013F-HRTimeline
AdvisorNet Financial, Inc4,476$223K0.01%-1,31613F-HRTimeline
Lion Street Advisors, LLC4,398$222K0.08%+23613F-HRTimeline
Dorsey & Whitney Trust CO LLC4,388$218K0.01%new13F-HRTimeline
Western Wealth Management, LLC4,371$218K0.01%-27213F-HRTimeline
Parallel Advisors, LLC4,361$217K<0.01%+3813F-HRTimeline
Holistic Financial Partners4,353$217K0.09%-17513F-HRTimeline
MONEYWISE, INC.4,350$217K0.1%-70813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO553$215K0.02%-16,50813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,258$212K0.01%-17713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,218$210K0.01%-6,75913F-HRTimeline
Strategic Blueprint, LLC4,173$208K0.01%-42913F-HRTimeline
Kaydan Wealth Management, Inc.4,127$205K0.06%-22413F-HRTimeline
HBW ADVISORY SERVICES LLC4,026$200K0.02%-50113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,541$176K<0.01%+1113F-HRTimelineGroup
Larson Financial Group LLC3,434$171K0.01%-57313F-HRTimeline
Barnes Dennig Private Wealth Management…3,431$171K0.18%+2,50613F-HRTimeline
Capital Investment Advisory Services, L…3,363$167K0.01%-2,74413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,309$165K0.05%-62313F-HRTimeline
Pinnacle Bancorp, Inc.3,300$164K0.05%+8013F-HRTimeline
FIRST HORIZON CORP2,872$143K0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,663$133K0.03%13F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,475$123K0.04%-6513F-HRTimeline
MTM Investment Management, LLC2,173$108K0.03%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,900$94.6K0.04%013F-HRTimeline
Raleigh Capital Management Inc.1,883$93.7K0.04%+1913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,645$81.9K0.01%-1,10113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,023$50.6K<0.01%-57313F-HRTimelineGroup
Wagner Wealth Management, LLC1,003$50K0.01%+1013F-HRTimeline
Aptus Capital Advisors, LLC877$43.7K<0.01%-22013F-HRTimeline
Smithfield Trust Co725$36K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL657$32.7K<0.01%-10913F-HRTimeline
HAZLETT, BURT & WATSON, INC.650$32K0.01%+40013F-HRTimeline
Financial Network Wealth Advisors LLC578$28.8K0.03%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.577$28.7K0.03%013F-HRTimeline
CX Institutional570$28K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT548$27.3K<0.01%-9013F-HRTimeline
DHJJ Financial Advisors, Ltd.525$26.1K0.01%+10413F-HRTimeline
Palisade Asset Management, LLC518$25.8K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC450$22.4K<0.01%new13F-HRTimeline
True Wealth Design, LLC400$19.9K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC335$16.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC305$15.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC284$14.1K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST279$13.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/274$13.6K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.273$13.6K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.264$13.1K<0.01%-34013F-HRTimeline
Cheviot Value Management, LLC255$12.8K<0.01%013F-HRTimeline
CVA Family Office, LLC207$10.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC178$8.85K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.142$7.07K<0.01%+3913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC125$6K<0.01%+913F-HRTimelineGroup
Avion Wealth122$6K<0.01%-10113F-HRTimeline
Creekmur Asset Management LLC103$5.13K<0.01%-53013F-HRTimeline
CURIO WEALTH, LLC100$4.98K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS78$3.88K<0.01%-17,07213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.61$3.04K<0.01%013F-HRTimeline
McIlrath & Eck, LLC60$2.99K<0.01%+313F-HRTimeline
IMG Wealth Management, Inc.56$2.8K<0.01%013F-HRTimeline
Caitlin John, LLC41$2.04K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC37$1.85K<0.01%013F-HRTimeline
Clearstead Advisors, LLC36$1.78K<0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9$448<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC8$398<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC8$3980.01%013F-HRTimeline
Realta Investment Advisors1$74<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$50<0.01%new13F-HRTimeline
Sound Income Strategies, LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.