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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

429 managers (433 13F filers) reported a position in LMBS shares at 2025-12-31, 90,164,085 shares in all. 37 filers opened a position and 20 filers sold out during the quarter.

Managers
429
13F filers
433
New
37
Added
190
Reduced
146
Sold out
20
Shares held by filers
90,164,085

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Perennial Investment Advisors, LLC26,177$1.31M0.1%+55313F-HRTimeline
Raab & Moskowitz Asset Management LLC25,881$1.29M0.28%+11,99013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,266$1.26M0.07%-3,72413F-HRTimeline
AE Wealth Management LLC24,898$1.24M0.01%-12,00613F-HRTimeline
Acorn Wealth Advisors, LLC24,865$1.24M0.37%+7,23713F-HRTimeline
Prosperity Consulting Group, LLC24,678$1.23M0.06%-2,62213F-HRTimeline
Team Financial Group, LLC24,501$1.22M0.56%+2,87413F-HRTimeline
Global Assets Advisory, LLC24,338$1.22M0.35%-1,14913F-HRTimeline
BARRETT & COMPANY, INC.24,174$1.21M0.4%-49913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC23,517$1.18M0.46%+11413F-HRTimelineGroup
Keystone Wealth Services, LLC23,151$1.16M0.24%+1,33613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,130$1.11M0.07%-3,18713F-HRTimelineGroup
ProCore Advisors, LLC21,909$1.1M1.12%13F-HRTimeline
Sowell Financial Services LLC21,649$1.08M0.04%-19,89513F-HRTimeline
Pacific Excel Wealth Advisors, Inc.21,638$1.08M2.04%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…21,533$1.08M0.17%-22,87813F-HRTimelineGroup
Crusonia Wealth Advisors LLC21,358$1.07M0.24%13F-HRTimeline
Orion Porfolio Solutions, LLC20,760$1.04M0.01%-26,64613F-HRTimeline
PRIVATE TRUST CO NA20,658$1.03M0.09%+2,10613F-HRTimeline
Helium Advisors LLC20,651$1.03M1.05%-1,30313F-HRTimeline
Avestar Capital, LLC20,626$1.03M0.07%+2,75713F-HRTimeline
SMART Wealth LLC20,024$1M0.31%+3,75213F-HRTimeline
BostonPremier Wealth LLC20,001$1000K0.51%-95,42213F-HRTimeline
Clear Point Advisors Inc.19,347$967K0.75%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,299$965K0.02%+1,61913F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group19,005$950K0.11%-18,35013F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC18,231$911K0.33%-18,84213F-HRTimeline
CALTON & ASSOCIATES, INC.17,889$894K0.13%+1,95113F-HRTimeline
Morey & Quinn Wealth Partners, LLC17,852$892K0.64%+2613F-HRTimeline
Waldron Private Wealth LLC17,486$874K0.03%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,396$870K<0.01%-25,38413F-HRTimelineGroup
MAI Capital Management17,294$865K0.01%+6,18613F-HRTimeline
Embree Financial Group17,215$861K0.11%new13F-HRTimeline
Wealth Watch Advisors, INC17,159$858K0.32%+68713F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV17,012$850K0.71%+2113F-HRTimeline
Towerpoint Wealth, LLC16,828$841K0.33%-94413F-HRTimeline
Ausdal Financial Partners, Inc.16,729$836K0.04%-75813F-HRTimeline
StrongBox Wealth, LLC16,675$834K0.27%+20013F-HRTimeline
Faithward Advisors, LLC16,648$832K0.12%-1,11413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…16,501$825K0.19%-3,61913F-HRTimeline
Cornell Pochily Investment Advisors, In…16,375$819K0.24%-8,10513F-HRTimeline
Global Retirement Partners, LLC16,347$817K0.01%+44413F-HRTimeline
World Investment Advisors16,310$815K0.01%+7,59213F-HR/ATimeline
Arkadios Wealth Advisors16,166$808K0.02%-1,15513F-HRTimeline
Park Square Financial Group, LLC16,576$807K4.79%-5,71313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,120$806K0.03%+5,17413F-HRTimelineGroup
OneDigital Investment Advisors LLC15,433$771K0.01%-1,34013F-HRTimeline
Hamilton Wealth, LLC14,985$749K0.14%-2,18013F-HR/ATimeline
AVAII WEALTH MANAGEMENT, LLC14,879$744K0.27%+92013F-HRTimeline
Robertson Stephens Wealth Management, L…14,842$742K0.02%+47013F-HRTimeline
Simplicity Wealth,LLC14,691$734K0.04%+2,77113F-HRTimeline
Argent Advisors, Inc.14,545$727K0.2%new13F-HRTimeline
Concentrum Wealth Management14,544$727K0.2%013F-HRTimeline
Flaharty Asset Management, LLC14,530$726K0.09%013F-HRTimeline
LaSalle St. Investment Advisors, LLC14,305$715K0.12%-3013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC14,301$715K0.49%-4,06513F-HRTimeline
Rubicon Advisors, GP14,294$715K0.66%13F-HRTimeline
Legacy Edge Advisors, LLC13,971$698K0.08%-4013F-HRTimeline
TFB Advisors LLC13,505$675K0.19%+6313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,265$663K<0.01%-4,29013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC13,207$660K0.07%+9,18113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,174$659K0.05%-1,37013F-HRTimeline
O'Connor Financial Group LLC13,104$656K0.26%+58713F-HRTimeline
HighPoint Advisor Group LLC12,999$650K0.01%new13F-HRTimeline
626 Financial, LLC12,824$641K0.28%-87713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE12,697$635K0.05%+10813F-HRTimeline
Valley Financial Group, Inc.12,157$608K0.34%-1,16713F-HRTimeline
Hidden Cove Wealth Management, LLC12,141$607K0.39%-3,96713F-HRTimeline
Pinnacle Family Advisors, LLC12,028$601K0.26%+66913F-HRTimeline
Beacon Pointe Advisors, LLC11,949$597K<0.01%-5113F-HRTimeline
Ballew Advisors, Inc11,766$591K0.33%-4,25713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,806$590K0.01%-3,26713F-HRTimelineGroup
LANARK FINANCIAL, INC.11,663$583K0.04%-4813F-HRTimeline
Summit Wealth Partners, LLC11,416$571K0.11%-1013F-HRTimeline
Rehmann Capital Advisory Group11,093$555K0.03%-4,02513F-HRTimeline
Smart Portfolios, LLC11,068$553K0.55%new13F-HRTimeline
WCG Wealth Advisors LLC11,006$550K0.02%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO10,784$539K0.07%+10,23113F-HRTimeline
Narwhal Capital Management10,658$533K0.04%-2,79913F-HRTimeline
Capital Investment Advisory Services, L…10,578$529K0.04%+7,21513F-HRTimeline
Capital CS Group, LLC10,223$511K0.81%-16613F-HRTimeline
Western Wealth Management, LLC10,193$510K0.02%+5,82213F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC10,090$504K0.03%013F-HRTimeline
Meridian Wealth Management, LLC9,991$499K0.02%-31713F-HRTimeline
GeoWealth Management, LLC9,982$499K0.02%-7,73513F-HRTimeline
Quantinno Capital Management LP9,913$496K<0.01%+93713F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV9,867$493K0.41%+8713F-HRTimeline
Goldstone Financial Group, LLC9,625$481K0.05%+1,40713F-HRTimeline
BAM Wealth Management, LLC9,600$480K0.35%new13F-HRTimeline
Dynamic Advisor Solutions LLC9,396$470K0.02%-93513F-HRTimeline
WEALTH EFFECTS LLC9,394$470K0.15%013F-HRTimeline
Creative Planningin group Creative Planning9,347$467K<0.01%-50813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,336$467K0.01%-61,27413F-HRTimeline
PFG Advisors9,313$466K0.02%-2,61213F-HRTimeline
Claro Advisors Inc.9,078$454K0.06%+1,60013F-HRTimeline
IFG Advisory, LLC8,917$446K0.02%-3,69713F-HRTimeline
Savvy Advisors, Inc.8,566$428K0.01%+1,74813F-HRTimeline
Family Legacy, Inc.8,513$426K0.13%013F-HRTimeline
Integrated Advisors Network LLC8,482$424K0.02%-59,51013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,443$422K0.28%-23013F-HRTimeline
Wealthspire Advisors, LLC8,308$415K<0.01%013F-HRTimeline
Allworth Financial LP8,181$409K<0.01%-36613F-HRTimeline
Laraway Financial Advisors Inc8,101$405K0.26%-59613F-HRTimeline
Sargent Investment Group, LLC8,035$402K0.05%new13F-HRTimeline
OakTrust Wealth Advisors, LLC7,803$390K0.36%13F-HRTimeline
Triad Wealth Partners, LLC7,703$385K0.04%new13F-HRTimeline
1776 Wealth LLC7,675$384K0.14%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.50$362K0.02%013F-HRTimelineGroup
Platform Technology Partners7,226$361K0.08%-60113F-HRTimeline
BlueChip Wealth Advisors LLC7,189$359K0.15%-1,37013F-HRTimeline
Focus Financial Network, Inc.6,833$342K0.01%-55713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,733$337K0.08%-23813F-HRTimeline
Wealth Management Associates, Inc.6,695$335K0.12%+913F-HRTimeline
CENTAURUS FINANCIAL, INC.6,608$330K0.02%+1,87713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,583$329K0.06%013F-HRTimeline
J.M. Arbour, LLC6,577$329K0.33%13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.6,475$325K0.23%-23,54713F-HRTimeline
Milestones Private Investment Advisors …6,461$323K0.22%-44713F-HRTimeline
Entelevest, LLC6,425$321K0.33%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,378$319K0.1%+1513F-HRTimeline
Jaffetilchin Investment Partners, LLC6,272$314K0.02%+6313F-HRTimeline
Certified Advisory Corp6,252$313K0.03%+76613F-HRTimeline
Parallel Advisors, LLC6,219$311K0.01%+1,85813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,138$307K0.01%+1,48113F-HRTimelineGroup
Signal Advisors Wealth, LLC6,022$301K0.02%-46413F-HRTimeline
Archer Investment Corp6,008$300K0.07%-3913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,945$297K0.04%+41913F-HRTimeline
Luminist Capital LLC5,936$297K0.37%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,864$293K0.01%+1,60613F-HRTimeline
TrueWealth Advisors, LLC5,797$290K0.08%+20913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,751$287K0.16%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,748$287K0.08%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,739$287K0.01%+83713F-HRTimelineGroup
Merkkuri Wealth Advisors LLC5,719$286K0.19%-16613F-HRTimeline
Rossby Financial, LCC5,585$279K0.09%+4813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,285$264K0.01%013F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC5,248$262K0.12%+1113F-HRTimeline
Balboa Wealth Partners5,141$257K0.04%new13F-HRTimeline
Vise Technologies, Inc.5,090$254K<0.01%new13F-HRTimeline
Essex LLC5,081$254K0.05%013F-HRTimeline
Sound Income Strategies, LLC5,033$253K0.01%+5,03313F-HRTimeline
Koshinski Asset Management, Inc.5,028$251K0.02%-84213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,987$249K<0.01%new13F-HRTimeline
Tidemark, LLC4,944$247K0.07%-3913F-HRTimeline
Waterloo Capital, L.P.4,899$245K0.02%-213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,801$243K<0.01%-5,46213F-HRTimelineGroup
RMR Wealth Builders4,832$242K0.02%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,735$237K0.02%+16613F-HRTimeline
Trueblood Wealth Management, LLC4,721$236K0.09%-48513F-HRTimeline
Proactive Wealth Strategies LLC4,690$234K0.09%+4713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,686$234K0.01%-32813F-HRTimeline
Genesee Capital Advisors, LLC4,683$234K0.09%+4113F-HRTimeline
Holos Integrated Wealth LLC4,485$224K0.13%013F-HRTimeline
Dorsey & Whitney Trust CO LLC4,464$223K0.01%+7613F-HRTimeline
Mosley Wealth Management4,443$222K0.1%13F-HRTimeline
Van Diest Capital, LLC4,432$222K0.33%13F-HRTimeline
GPS Wealth Strategies Group, LLC4,334$217K0.18%-15,07413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,298$215K<0.01%new13F-HRTimeline
Tempo Wealth, LLC4,278$214K0.04%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC4,260$213K0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC4,255$213K0.12%13F-HRTimeline
AdvisorNet Financial, Inc4,252$213K0.01%-22413F-HRTimeline
MONEYWISE, INC.4,236$212K0.09%-11413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,232$212K<0.01%-99713F-HRTimelineGroup
Asset Allocation Strategies LLC4,216$211K0.04%new13F-HRTimeline
Strategic Blueprint, LLC4,179$209K0.01%+613F-HRTimeline
Kaydan Wealth Management, Inc.4,127$206K0.06%013F-HRTimeline
Betterment LLC4,103$205K<0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,088$204K0.09%-63913F-HRTimeline
Commonwealth Financial Services, LLC4,049$202K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,750$187K0.05%+45013F-HRTimeline
Smartleaf Asset Management LLC3,721$186K0.01%+3,54313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,551$178K<0.01%+1013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…3,431$172K0.17%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,391$170K<0.01%+2,73413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,375$169K0.05%+6613F-HRTimeline
FIRST HORIZON CORP2,872$144K0.01%013F-HRTimeline
Larson Financial Group LLC2,843$142K<0.01%-59113F-HRTimeline
Financial Network Wealth Advisors LLC2,706$135K0.14%+2,12813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,668$133K0.01%-1,55013F-HRTimeline
Medallion Wealth Advisors, LLC2,475$124K0.04%013F-HRTimeline
MTM Investment Management, LLC2,173$109K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,645$82.2K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,521$76K0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,377$68.8K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1,220$61K0.02%-66313F-HRTimeline
Motiv8 Investments LLC1,123$56K0.03%new13F-HRTimeline
Wagner Wealth Management, LLC1,013$50.6K0.01%+1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.900$44K0.01%+25013F-HRTimeline
Aptus Capital Advisors, LLC825$41.2K<0.01%-5213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/737$36.8K<0.01%+46313F-HRTimelineGroup
Smithfield Trust Co725$36K<0.01%013F-HRTimeline
CX Institutional574$29K<0.01%+413F-HRTimeline
DHJJ Financial Advisors, Ltd.525$26.2K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC450$22.5K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$22.5K<0.01%-57313F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.442$22.1K0.02%-13513F-HRTimeline
True Wealth Design, LLC400$20K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC347$17.3K<0.01%+6313F-HRTimeline
ROTHSCHILD INVESTMENT LLC335$16.7K<0.01%013F-HRTimeline