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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
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …334$16.7K<0.01%-2,32913F-HRTimelineGroup
Cheviot Value Management, LLC255$12.8K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.244$12.2K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.236$11.8K<0.01%-2813F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC203$10.1K0.01%13F-HRTimeline
Go Invest LLC173$8.62K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.158$7.91K<0.01%-11513F-HRTimelineGroup
Key Capital Management, INC158$7.9K0.01%13F-HRTimeline
Camelot Portfolios, LLC154$7.7K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.135$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC125$6K<0.01%013F-HR/ATimelineGroup
Avion Wealth122$6K<0.01%013F-HRTimeline
CURIO WEALTH, LLC100$5.01K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.86$4.31K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST75$3.75K<0.01%-20413F-HRTimeline
AMERIFLEX GROUP, INC.71$3.55K<0.01%-7113F-HRTimeline
McIlrath & Eck, LLC62$3.1K<0.01%+213F-HRTimeline
IMG Wealth Management, Inc.56$2.81K<0.01%013F-HRTimeline
Trust Co46$2.31K<0.01%new13F-HRTimeline
Caitlin John, LLC41$2.05K<0.01%013F-HRTimeline
Clearstead Advisors, LLC36$1.81K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC36$1.8K<0.01%-113F-HRTimeline
Elevated Capital Advisors, LLC14$700<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13$650<0.01%-6513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$400<0.01%-113F-HRTimelineGroup
Spurstone Advisory Services, LLC8$4000.01%013F-HRTimeline
SBI Securities Co., Ltd.2$100<0.01%+113F-HRTimeline
Realta Investment Advisors1$74<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.0$21<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.