Skip to content
Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

Follow

ETF (fund)

451 managers (457 13F filers) reported a position in LMBS shares at 2026-06-30, 100,893,061 shares in all. 40 filers opened a position and 24 filers sold out during the quarter.

Managers
451
13F filers
457
New
40
Added
217
Reduced
150
Sold out
24
Shares held by filers
100,893,061

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HARBOR INVESTMENT ADVISORY, LLC1,645$81.9K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,604$79.8K0.02%-613F-HRTimeline
Allworth Financial LP1,543$76.8K<0.01%-39413F-HRTimeline
Coppell Advisory Solutions LLC98,408$73.8K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1,189$59.2K0.02%+1213F-HRTimeline
Mosley Wealth Management1,156$57.6K0.02%-3,32213F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,090$54.3K0.01%013F-HRTimeline
Wagner Wealth Management, LLC1,033$51.4K0.01%+1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.900$44K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC826$41.1K<0.01%+27613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/724$36K<0.01%-58713F-HRTimelineGroup
Smithfield Trust Co725$36K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC702$34.8K<0.01%013F-HRTimeline
Avion Wealth622$30K0.01%+50013F-HRTimeline
VIMA LLC593$29.5K0.03%13F-HRTimeline
WOLFF WIESE MAGANA LLC540$26.9K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.525$26.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.476$23.7K0.02%+6313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$22.4K<0.01%013F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC447$22.2K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…436$21.7K0.06%-38,32313F-HR/ATimelineGroup
Lloyd Advisory Services, LLC.402$20K0.01%new13F-HRTimeline
True Wealth Design, LLC400$19.9K<0.01%013F-HRTimeline
Go Invest LLC400$19.9K<0.01%+2913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS338$16.8K<0.01%+29513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC335$16.7K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC318$15.8K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC284$14.1K<0.01%013F-HRTimeline
Cheviot Value Management, LLC255$12.7K<0.01%013F-HRTimeline
Truvestments Capital LLC222$11.1K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC200$9.96K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …187$9.32K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.127$6.32K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC125$6.22K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.122$6.06K<0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST75$3.73K<0.01%013F-HRTimeline
Key Capital Management, INC68$3.38K<0.01%-25413F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC68$3.38K<0.01%013F-HRTimeline
Synergy Investment Management, LLC62$3.06K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.48$2.39K<0.01%+2913F-HRTimeline
MCF Advisors LLC46$2.29K<0.01%new13F-HRTimeline
Caitlin John, LLC41$2.04K<0.01%013F-HRTimeline
Dunhill Financial, LLC38$1.89K<0.01%013F-HRTimeline
Clearstead Advisors, LLC37$1.84K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC36$1.79K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …15$747<0.01%13F-HRTimelineGroup
Elevated Capital Advisors, LLC14$697<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC8$3970.01%013F-HRTimeline
Strive Financial Group ,LLC6$299<0.01%new13F-HR/ATimeline
Spectrum Wealth Advisory Group, LLC5$239<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$50<0.01%013F-HRTimeline