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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
Smithfield Trust Co725$36K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC702$35K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC550$27.4K<0.01%-27513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC550$27.4K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC540$26.9K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.525$26.2K0.01%013F-HRTimeline
My Portfolio Guide, LLC481$24K0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd450$22.4K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.413$20.6K0.02%-2913F-HRTimeline
True Wealth Design, LLC400$19.9K0.01%013F-HRTimeline
Go Invest LLC371$18.5K0.01%+19813F-HRTimeline
ROTHSCHILD INVESTMENT LLC335$16.7K<0.01%013F-HRTimeline
Key Capital Management, INC322$16K0.01%+16413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC284$14.2K<0.01%-6313F-HRTimeline
Cheviot Value Management, LLC255$12.7K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.244$12.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.223$11.1K<0.01%-1313F-HRTimeline
FMR LLCin group FMR LLC212$10.6K<0.01%new13F-HRTimelineGroup
TopTier Wealth Management, LLC194$9.66K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.160$7.96K<0.01%+213F-HRTimelineGroup
SHP Wealth Management143$7.12K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.127$6.33K<0.01%+5613F-HRTimeline
Greykasell Wealth Strategies, Inc.121$6K<0.01%new13F-HRTimeline
Avion Wealth122$6K<0.01%013F-HRTimeline
CURIO WEALTH, LLC100$4.98K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST75$3.73K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC68$3.39K<0.01%-13513F-HRTimeline
McIlrath & Eck, LLC62$3.09K<0.01%013F-HRTimeline
Synergy Investment Management, LLC62$3.06K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS43$2.14K<0.01%+3013F-HRTimelineGroup
Caitlin John, LLC41$2.04K<0.01%013F-HRTimeline
Dunhill Financial, LLC38$1.89K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC37$1.82K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC36$1.8K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.19$946<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …15$747<0.01%-31913F-HRTimelineGroup
Elevated Capital Advisors, LLC14$697<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC8$3980.01%013F-HRTimeline
Realta Investment Advisors1$74<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$50<0.01%-113F-HRTimeline