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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
HAZLETT, BURT & WATSON, INC.250$12K<0.01%new13F-HRTimeline
CVA Family Office, LLC207$10.2K<0.01%013F-HRTimeline
Avion Wealth223$10K<0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC116$6K<0.01%+113F-HRTimelineGroup
AMERIFLEX GROUP, INC.103$5.08K<0.01%013F-HRTimeline
CURIO WEALTH, LLC100$4.93K<0.01%new13F-HRTimeline
Transce3nd, LLC77$3.79K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.61$3K<0.01%13F-HRTimeline
McIlrath & Eck, LLC57$2.81K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.56$2.77K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC37$1.82K<0.01%013F-HRTimeline
Clearstead Advisors, LLC35$1.75K<0.01%013F-HRTimeline
GAMMA Investing LLC8$394<0.01%-1,29813F-HRTimeline
Spurstone Advisory Services, LLC8$3940.01%013F-HRTimeline
Sound Income Strategies, LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.