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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

440 managers (446 13F filers) reported a position in LMBS shares at 2026-03-31, 96,584,512 shares in all. 43 filers opened a position and 31 filers sold out during the quarter.

Managers
440
13F filers
446
New
43
Added
218
Reduced
140
Sold out
31
Shares held by filers
96,584,512

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ROMANO BROTHERS AND COMPANY32,450$1.62M0.18%new13F-HRTimeline
AE Wealth Management LLC32,335$1.61M0.01%+7,43713F-HRTimeline
Kingsview Wealth Management, LLC32,062$1.6M0.02%-61613F-HRTimeline
Pacific Excel Wealth Advisors, Inc.31,163$1.55M1.63%+9,52513F-HRTimeline
Team Financial Group, LLC30,385$1.51M0.69%+5,88413F-HRTimeline
True Blue Financial, LLC30,141$1.5M1.18%+35713F-HRTimeline
J.W. COLE ADVISORS, INC.30,120$1.5M0.05%+1,31213F-HRTimeline
ATWOOD & PALMER INC29,675$1.48M0.08%-1,15013F-HRTimeline
Acorn Wealth Advisors, LLC28,495$1.42M0.41%+3,63013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,404$1.41M0.02%-16,35313F-HRTimelineGroup
Advisory Services Network, LLC27,586$1.37M0.02%+72313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,492$1.37M<0.01%-4,24813F-HRTimeline
Raab & Moskowitz Asset Management LLC26,364$1.31M0.29%+48313F-HRTimeline
Chicago Partners Investment Group LLC26,068$1.3M0.03%-1,48313F-HRTimeline
Perennial Investment Advisors, LLC25,532$1.27M0.1%-64513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,093$1.2M0.06%-1,17313F-HRTimeline
Prosperity Consulting Group, LLC23,687$1.18M0.05%-99113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,548$1.17M0.03%+4,24913F-HRTimelineGroup
BARRETT & COMPANY, INC.23,075$1.15M0.4%-1,09913F-HRTimeline
SMART Wealth LLC23,070$1.15M0.34%+3,04613F-HRTimeline
PlanVest Financial, Inc23,016$1.15M0.87%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,206$1.11M<0.01%+4,81013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22,053$1.1M0.12%new13F-HRTimelineGroup
Crusonia Wealth Advisors LLC21,304$1.06M0.22%-5413F-HRTimeline
Helium Advisors LLC20,861$1.04M0.99%+21013F-HRTimeline
Keystone Wealth Services, LLC20,861$1.04M0.22%-2,29013F-HRTimeline
CENTAURUS FINANCIAL, INC.20,581$1.02M0.05%+13,97313F-HRTimeline
Sowell Financial Services LLC20,357$1.01M0.04%-1,29213F-HRTimeline
WIN ADVISORS, INC20,107$1M0.46%new13F-HRTimeline
Simplicity Wealth,LLC20,043$998K0.06%+5,35213F-HRTimeline
Orion Porfolio Solutions, LLC19,751$984K0.01%-1,00913F-HRTimeline
Arkadios Wealth Advisors19,370$965K0.02%+3,20413F-HRTimeline
Ausdal Financial Partners, Inc.18,665$930K0.04%+1,93613F-HRTimeline
OneDigital Investment Advisors LLC18,476$920K0.01%+3,04313F-HRTimeline
Avestar Capital, LLC18,250$909K0.06%-2,37613F-HRTimeline
Wealth Watch Advisors, INC18,139$904K0.38%+98013F-HRTimeline
Trivium Point Advisory, LLC18,037$898K0.16%new13F-HRTimeline
Faithward Advisors, LLC18,004$897K0.13%+1,35613F-HRTimeline
Morey & Quinn Wealth Partners, LLC17,832$888K0.63%-2013F-HRTimeline
PRIVATE TRUST CO NA17,491$871K0.08%-3,16713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,483$871K0.3%-74813F-HRTimeline
CALTON & ASSOCIATES, INC.17,359$865K0.12%-53013F-HRTimeline
BostonPremier Wealth LLC17,145$854K0.44%-2,85613F-HRTimeline
Towerpoint Wealth, LLC16,976$846K0.34%+14813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV16,828$838K0.72%-18413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…16,501$822K0.19%013F-HRTimeline
World Investment Advisors16,370$815K0.01%+6013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,770$786K0.03%-35013F-HRTimelineGroup
StrongBox Wealth, LLC15,475$771K0.25%-1,20013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC15,389$767K0.27%+51013F-HRTimeline
Robertson Stephens Wealth Management, L…15,100$752K0.02%+25813F-HRTimeline
Savvy Advisors, Inc.15,077$751K0.02%+6,51113F-HRTimeline
Keating Financial Advisory Services, In…15,027$748K0.12%+13,50613F-HRTimeline
MAI Capital Management14,997$747K<0.01%-2,29713F-HRTimeline
Argent Advisors, Inc.14,918$743K0.2%+37313F-HRTimeline
Flaharty Asset Management, LLC14,530$724K0.09%013F-HRTimeline
Rubicon Advisors, GP14,465$721K0.63%+17113F-HRTimeline
Embree Financial Group14,360$715K0.08%-2,85513F-HRTimeline
Park Square Financial Group, LLC14,292$712K5.41%-2,28413F-HRTimeline
LaSalle St. Investment Advisors, LLC14,193$707K0.1%-11213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,120$704K0.05%+94613F-HRTimeline
Legacy Edge Advisors, LLC13,971$696K0.07%013F-HRTimeline
BAM Wealth Management, LLC13,971$696K0.52%+4,37113F-HRTimeline
Hamilton Wealth, LLC13,701$682K0.13%-1,28413F-HR/ATimeline
Financial Network Wealth Advisors LLC13,596$677K0.69%+10,89013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,576$676K0.01%+1,77013F-HRTimelineGroup
Creative Planningin group Creative Planning13,570$676K<0.01%+4,22313F-HRTimelineGroup
O'Connor Financial Group LLC13,092$652K0.27%-1213F-HRTimeline
Valley Financial Group, Inc.12,817$638K0.34%+66013F-HRTimeline
CMC Financial Group12,706$633K1.28%new13F-HRTimeline
Ballew Advisors, Inc12,266$613K0.35%+50013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC12,295$612K0.39%-2,00613F-HRTimeline
Barnes Dennig Private Wealth Management…12,217$609K0.6%+8,78613F-HRTimeline
HighPoint Advisor Group LLC12,180$607K0.03%-81913F-HRTimeline
PARK NATIONAL CORP /OH/11,939$595K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.11,884$592K0.04%+22113F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.11,850$590K0.35%+5,37513F-HRTimeline
Rehmann Capital Advisory Group11,607$578K0.03%+51413F-HRTimeline
WCG Wealth Advisors LLC11,533$574K0.02%+52713F-HRTimeline
Smart Portfolios, LLC11,428$569K0.57%+36013F-HRTimeline
Southland Equity Partners LLC11,376$567K0.11%new13F-HRTimeline
Summit Wealth Partners, LLC11,316$564K0.09%-10013F-HRTimeline
626 Financial, LLC11,188$557K0.25%-1,63613F-HRTimeline
Beacon Pointe Advisors, LLC11,033$550K<0.01%-91613F-HRTimeline
GeoWealth Management, LLC10,611$529K0.02%+62913F-HRTimeline
Integrated Advisors Network LLC10,454$521K0.03%+1,97213F-HRTimeline
Triad Wealth Partners, LLC10,390$518K0.04%+2,68713F-HRTimeline
Capital CS Group, LLC10,253$511K1.05%+3013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,185$507K0.09%new13F-HRTimeline
Entelevest, LLC10,079$502K0.52%+3,65413F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC10,017$499K0.03%-7313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,934$494K<0.01%-3,33113F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV9,868$494K0.4%+113F-HRTimeline
Quantinno Capital Management LP9,913$494K<0.01%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC9,411$469K0.08%new13F-HRTimeline
Meridian Wealth Management, LLC9,409$469K0.02%-58213F-HRTimeline
WEALTH EFFECTS LLC9,394$468K0.17%013F-HRTimeline
Goldstone Financial Group, LLC9,258$461K0.05%-36713F-HRTimeline
Proactive Wealth Strategies LLC9,209$459K0.09%+4,51913F-HRTimeline
Plotkin Financial Advisors, LLC9,200$458K0.23%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO9,053$451K0.12%+3,30513F-HRTimeline
PFG Advisors8,753$436K0.02%-56013F-HRTimeline
Narwhal Capital Management8,753$436K0.03%-1,90513F-HRTimeline
Family Legacy, Inc.8,513$424K0.13%013F-HRTimeline
TradeWell Securities, LLC.8,356$416K0.18%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,298$413K0.04%-2,48613F-HRTimeline
Waldron Private Wealth LLC8,165$407K0.02%-9,32113F-HRTimeline
Cornell Pochily Investment Advisors, In…8,130$405K0.12%-8,24513F-HRTimeline
Claro Advisors Inc.7,963$397K0.05%-1,11513F-HRTimeline
OakTrust Wealth Advisors, LLC7,914$394K0.36%+11113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,912$394K0.25%-53113F-HRTimeline
Laraway Financial Advisors Inc7,856$391K0.28%-24513F-HRTimeline
Leo Wealth, LLC7,682$383K0.03%new13F-HRTimeline
1776 Wealth LLC7,675$382K0.15%013F-HRTimeline
Dynamic Advisor Solutions LLC7,422$370K0.01%-1,97413F-HRTimeline
Strategic Financial Concepts, LLC7,378$367K0.09%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,280$363K0.01%+1,54113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.7,243$361K0.02%+7,19313F-HRTimelineGroup
Platform Technology Partners7,226$360K0.07%013F-HRTimeline
HBW ADVISORY SERVICES LLC7,218$360K0.04%-5,98913F-HRTimeline
Milestones Private Investment Advisors …7,068$352K0.31%+60713F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC6,993$348K0.36%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,943$346K0.08%+21013F-HRTimeline
Wealth Management Associates, Inc.6,705$334K0.12%+1013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,688$333K0.02%+82413F-HRTimeline
J.M. Arbour, LLC6,687$333K0.32%+11013F-HRTimeline
SAPIENT CAPITAL LLC6,679$333K0.01%new13F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC6,632$330K0.06%+4913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,464$322K0.01%+32613F-HRTimelineGroup
Focus Financial Network, Inc.6,463$322K0.01%-37013F-HRTimeline
Certified Advisory Corp6,452$321K0.03%+20013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,157$307K0.09%-22113F-HRTimeline
TFB Advisors LLC6,108$304K0.16%-7,39713F-HRTimeline
BlueChip Wealth Advisors LLC6,084$303K0.13%-1,10513F-HRTimeline
Sargent Investment Group, LLC6,040$301K0.04%-1,99513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,995$300K0.02%new13F-HR/ATimeline
Archer Investment Corp5,962$297K0.06%-4613F-HRTimeline
Luminist Capital LLC5,936$296K0.39%013F-HRTimeline
Rossby Financial, LCC5,920$295K0.06%+33513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,838$291K0.15%+8713F-HRTimeline
Merkkuri Wealth Advisors LLC5,757$287K0.19%+3813F-HRTimeline
Signal Advisors Wealth, LLC5,746$286K0.02%-27613F-HRTimeline
Smartleaf Asset Management LLC5,702$283K0.01%+1,98113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE5,616$280K0.04%-7,08113F-HRTimeline
Grantvest Financial Group LLC5,551$276K0.18%new13F-HRTimeline
Holos Integrated Wealth LLC5,516$275K0.14%+1,03113F-HRTimeline
RETIREMENT GUYS FORMULA LLC5,481$273K0.13%+23313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,346$266K0.02%+61113F-HRTimeline
Balboa Wealth Partners5,311$265K0.04%+17013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,307$264K0.02%-96513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,305$264K0.03%-13,70013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,285$263K0.01%013F-HRTimelineGroup
Vise Technologies, Inc.5,090$254K<0.01%013F-HRTimeline
NOVEM GROUP5,083$253K0.03%new13F-HRTimeline
Essex LLC5,081$253K0.04%013F-HRTimeline
Tidemark, LLC4,951$247K0.06%+713F-HRTimeline
Alessandra Capital Management, LLC4,900$244K0.21%new13F-HRTimeline
Waterloo Capital, L.P.4,899$244K0.02%013F-HRTimeline
Sound Income Strategies, LLC4,767$238K0.01%-26613F-HRTimeline
RMR Wealth Builders4,747$236K0.02%-8513F-HRTimeline
Trueblood Wealth Management, LLC4,739$236K0.09%+1813F-HRTimeline
Genesee Capital Advisors, LLC4,723$235K0.1%+4013F-HRTimeline
TRB Wealth Management, LLC4,721$235K0.03%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,686$233K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,595$229K<0.01%new13F-HRTimelineGroup
TrueWealth Advisors, LLC4,579$228K0.06%-1,21813F-HRTimeline
Occidental Asset Management, LLC4,524$225K0.03%new13F-HRTimeline
Koshinski Asset Management, Inc.4,515$225K0.01%-51313F-HRTimeline
Mosley Wealth Management4,478$223K0.1%+3513F-HRTimeline
Dorsey & Whitney Trust CO LLC4,448$222K0.01%-1613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,298$214K<0.01%013F-HRTimeline
Talon Private Wealth, LLC4,280$213K0.03%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC4,260$212K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC4,253$212K0.12%-213F-HRTimeline
Betterment LLC4,240$211K<0.01%+13713F-HRTimeline
AdvisorNet Financial, Inc4,205$209K0.01%-4713F-HRTimeline
Moment Partners, LLC4,147$207K0.04%new13F-HRTimeline
Strategic Blueprint, LLC4,146$207K0.01%-3313F-HRTimeline
Kaydan Wealth Management, Inc.4,127$206K0.07%013F-HRTimeline
Pinnacle Bancorp, Inc.4,100$204K0.06%+35013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,950$197K<0.01%+39913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,200$159K<0.01%-19113F-HRTimeline
Larson Financial Group LLC3,000$149K<0.01%+15713F-HRTimeline
FIRST HORIZON CORP2,872$143K0.01%013F-HRTimeline
Parallel Advisors, LLC2,868$143K<0.01%-3,35113F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\2,595$129K<0.01%-1,63713F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,475$123K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,348$117K0.01%-32013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC2,201$110K0.05%new13F-HRTimeline
MTM Investment Management, LLC2,173$108K0.03%013F-HRTimeline
Allworth Financial LP1,937$96.5K<0.01%-6,24413F-HRTimeline
IFG Advisory, LLC1,780$88.7K0.25%-7,13713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,645$81.9K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,610$80.2K0.02%-1,76513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,311$65.3K<0.01%+57413F-HRTimelineGroup
Raleigh Capital Management Inc.1,177$58.6K0.02%-4313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,102$54.9K0.04%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,090$54.3K0.02%new13F-HRTimeline
Wagner Wealth Management, LLC1,023$51K0.01%+1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.900$44K0.01%013F-HRTimeline