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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

411 managers (417 13F filers) reported a position in LMBS shares at 2024-12-31, 74,529,355 shares in all. 28 filers opened a position and 29 filers sold out during the quarter.

Managers
411
13F filers
417
New
28
Added
171
Reduced
146
Sold out
29
Shares held by filers
74,529,355

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY12,070,111$587M0.04%-166,38213F-HR/ATimelineGroup
LPL Financial LLC9,269,354$451M0.18%+708,64513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,853,287$236M0.06%+132,15413F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,153,572$202M0.05%+89,08813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,066,856$149M0.06%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,738,978$133M0.03%+50,35213F-HRTimelineGroup
Cetera Investment Advisers1,724,201$83.9M0.18%+739,51913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,249,046$60.8M0.01%-112,40513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,153,678$56.1M+5,468Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,054,514$51.3M0.05%+5,45113F-HRTimelineGroup
Berger Financial Group, Inc881,591$42.9M2.96%+24,27413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC822,928$40.1M0.06%+194,92313F-HRTimeline
Clearwater Capital Advisors, LLC723,979$35.2M3.45%+68,71213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…705,499$34.3M0.93%-47,56913F-HRTimelineGroup
Csenge Advisory Group704,975$34.3M1.86%+8413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…702,464$34.2M0.03%+79,29813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP600,763$29.2M0.03%-3,96613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.512,016$24.9M0.05%+123,06313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding494,026$24M+29,363Timeline
Prospera Financial Services Inc490,378$23.9M0.56%+33,46213F-HRTimeline
Trilogy Capital Inc.487,162$23.7M1.22%-1,80713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.478,256$23.3M0.05%-105,31213F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management465,344$22.6M0.33%-7,15613F-HRTimelineGroup
Harvest Investment Services, LLC455,210$22.2M5.43%+13,90013F-HRTimeline
Private Advisor Group, LLC454,078$22.1M0.12%+221,15713F-HRTimeline
Cambridge Investment Research Advisors,…451,040$22M0.07%-2,99413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC414,101$20.1M2.8%-10,53713F-HRTimeline
Heck Capital Advisors, LLC406,580$19.8M2.27%+10,82413F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…399,053$19.4M0.27%-41,36413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC393,667$19.2M0.04%+10,71813F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV380,588$18.5M8.55%+22,08013F-HRTimeline
HighTower Advisors, LLC366,120$17.8M0.02%+16,64513F-HRTimeline
Independent Advisor Alliance365,461$17.8M0.24%+219,76713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding365,254$17.8M-2,540Timeline
American Financial Advisors, LLC346,767$16.9M2.38%-6,29713F-HRTimeline
Petix & Botte Co346,436$16.9M4.43%-111,93013F-HRTimeline
CWM, LLCin group CWM, LLC331,967$16.2M0.07%+222,92313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.331,522$16.1M0.46%+13,47513F-HRTimeline
CONDOR CAPITAL MANAGEMENT325,012$15.8M1.39%+11,99513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC316,654$15.4M0.55%-7,12813F-HRTimeline
TD Capital Management LLC312,915$15.2M1.55%-49,24413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.304,353$14.8M0.09%+52,50513F-HRTimeline
W1M Asset Management Ltd303,024$14.7M1.26%new13F-HRTimeline
TL Private Wealth301,265$14.6M6.55%-4,24813F-HRTimeline
Janney Montgomery Scott LLC299,503$14.6M0.04%+44,16713F-HRTimeline
Prism Advisors, Inc.285,488$13.9M4.16%+5,65513F-HRTimeline
Clear Creek Financial Management, LLC277,779$13.5M1.46%+29,06013F-HRTimeline
Obermeyer Wealth Partners277,124$13.5M0.7%-2,38413F-HRTimeline
Atria Investments, Inc270,059$13.1M0.16%+240,10613F-HRTimeline
ATWOOD & PALMER INC269,846$13.1M0.9%+41,39113F-HRTimeline
Integrated Wealth Concepts LLC269,791$13.1M0.15%+13,86413F-HRTimeline
NewEdge Advisors, LLC268,362$13.1M0.08%+2,75113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP260,507$12.7M0.02%+2,20013F-HRTimelineGroup
TAP Consulting, LLC255,496$12.4M2.54%-3,55513F-HRTimeline
Aaron Wealth Advisors LLC253,270$12.3M1.43%-15,73013F-HRTimeline
Foundations Investment Advisors, LLC252,888$12.3M0.24%+8,89013F-HRTimeline
Weitzel Financial Services, Inc.252,769$12.3M5.8%+3,35413F-HRTimeline
Financial Enhancement Group LLC252,120$12.2M1.86%-190,28513F-HRTimeline
Mariner, LLCin group Mariner, LLC247,528$12M0.02%+226,33513F-HRTimelineGroup
Fairvoy Private Wealth, LLC241,984$11.8M3.13%13F-HRTimeline
Kingsview Wealth Management, LLC228,616$11.1M0.22%-26,61413F-HRTimeline
EWG Elevate Inc.228,577$11.1M3.39%-129,82413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC227,700$11.1M0.02%+72,50013F-HRTimeline
RiverTree Advisors, LLC226,416$11M7.24%-4,01913F-HRTimeline
Long Run Wealth Advisors, LLC225,768$11M2.63%+5,15013F-HRTimeline
PFS Partners, LLC212,642$10.3M5.64%+39,03513F-HRTimeline
First International Bank & Trust210,988$10.3M3.33%+15,55113F-HRTimeline
MRA Advisory Group201,170$9.79M5.19%+6,15913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC200,187$9.74M0.03%+10,99813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC191,083$9.3M0.03%+10,38413F-HRTimeline
Darwin Wealth Management, LLC188,450$9.17M3.08%-28,16113F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth184,176$8.96M0.02%+44313F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding171,035$8.32M-56,283Timeline
COMERICA BANK169,992$8.27M0.03%-8,31613F-HR/ATimeline
Vestmark Advisory Solutions, Inc.168,698$8.21M0.28%+34,62813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC163,173$7.94M4.1%-5,45913F-HRTimeline
IFP Advisors, Inc152,471$7.42M0.24%+25,07613F-HRTimeline
LexAurum Advisors, LLC150,562$7.33M1.45%-60313F-HRTimeline
Sigma Planning Corp144,196$7.02M0.22%-28,14113F-HRTimeline
Grove Bank & Trust142,358$6.93M0.96%+3,71013F-HRTimeline
TCP Asset Management, LLC140,936$6.86M1.51%+5,78813F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…138,317$6.73M3.37%+34,20413F-HRTimelineGroup
Commonwealth Financial Services, LLC137,300$6.68M1.31%+3,44213F-HRTimeline
EdgeRock Capital LLC134,278$6.54M4.28%-5,93213F-HRTimeline
Fairway Financial, LLC130,844$6.37M5.81%13F-HRTimeline
Lunt Capital Management, Inc.129,978$6.33M2.46%+7,14613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management129,914$6.32M0.2%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC129,564$6.31M0.01%+6,05013F-HRTimelineGroup
D.A. DAVIDSON & CO.128,288$6.24M0.05%-50013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…127,906$6.23M0.02%+7,98113F-HRTimelineGroup
Geneos Wealth Management Inc.125,553$6.11M0.21%new13F-HRTimeline
Arax Advisory Partners124,542$6.06M0.38%+109,18613F-HRTimeline
Entruity Wealth, LLC121,499$5.91M5.87%13F-HRTimeline
Atria Wealth Solutions, Inc.121,099$5.89M0.06%-13,43913F-HRTimeline
Secure Asset Management, LLC120,064$5.84M0.89%+20,89913F-HRTimeline
Walkner Condon Financial Advisors LLC119,166$5.8M1.18%-37013F-HRTimeline
Steward Partners Investment Advisory, L…115,889$5.64M0.05%+76,44113F-HRTimeline
BostonPremier Wealth LLC115,133$5.6M3.4%13F-HRTimeline
Mainsail Financial Group, LLC113,728$5.54M3.21%+7,75313F-HRTimeline
Triumph Capital Management106,550$5.19M1.77%+65,02413F-HRTimeline
Ashton Thomas Private Wealth, LLC106,529$5.18M0.2%+29,11113F-HRTimeline
First Heartland Consultants, Inc.104,391$5.08M0.52%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED102,370$4.98M0.46%+7,96013F-HRTimeline
&PARTNERS101,842$4.95M0.06%+79,92313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC100,106$4.87M0.36%-37,59813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97,600$4.75M<0.01%-27,55713F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC97,257$4.73M1.61%new13F-HRTimeline
Snowden Capital Advisors LLC95,917$4.67M0.15%+2,00113F-HRTimeline
Alpha Financial Advisors, LLC94,443$4.6M2.08%-5013F-HRTimeline
Manhattan West Asset Management, LLC93,789$4.56M1.23%-26,50713F-HRTimeline
Midwest Financial Group LLC92,115$4.48M2.57%+65813F-HRTimeline
James J. Burns & Company, LLC91,025$4.43M0.77%+1,73313F-HRTimeline
Visionary Wealth Advisors90,512$4.41M0.26%-24,89613F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC86,876$4.23M0.13%+3,96413F-HRTimeline
Braun-Bostich & Associates Inc.84,257$4.1M2.96%+3,78113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …82,467$4.01M0.06%+1,09813F-HRTimelineGroup
WR Wealth Planners, LLC79,913$3.89M1.25%-1313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC79,064$3.85M0.06%+9,28013F-HRTimelineGroup
Center for Financial Planning, Inc.77,243$3.76M0.5%new13F-HRTimeline
Mattson Financial Services, LLC75,695$3.74M1.19%new13F-HRTimeline
Per Stirling Capital Management, LLC.76,300$3.71M0.53%+11,91213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP76,369$3.71M0.57%-35113F-HRTimeline
Sanctuary Advisors, LLC71,232$3.47M0.02%-5,83313F-HRTimeline
MAI Capital Management68,174$3.32M0.02%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC67,464$3.28M<0.01%+60,78013F-HRTimelineGroup
Keystone Wealth Services, LLC67,179$3.27M0.87%+4,50913F-HRTimeline
Park Square Financial Group, LLC65,925$3.21M2.22%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…65,388$3.18M1.15%-2,64013F-HRTimelineGroup
Financial Advocates Investment Manageme…63,669$3.1M0.18%-46,37813F-HRTimeline
Dominguez Wealth Management Solutions, …62,452$3.04M2.22%+18713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,915$2.82M0.04%+19,56013F-HRTimelineGroup
AE Wealth Management LLC57,567$2.8M0.02%-11,56013F-HRTimeline
Friedenthal Financial57,415$2.79M1.63%-87,41813F-HRTimeline
Advisory Services Network, LLC57,400$2.79M0.05%-11,60313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC57,128$2.78M0.06%+28,23313F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC56,943$2.77M1.27%+5,00513F-HRTimeline
TBH Global Asset Management, LLC57,686$2.76M0.65%-2,50613F-HRTimeline
Claris Financial LLC56,573$2.75M1.81%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.55,587$2.71M1.08%+9,25113F-HRTimeline
DAVENPORT & Co LLC52,433$2.55M0.01%+1,42713F-HRTimeline
Mutual Advisors, LLC52,204$2.54M0.07%+12,49513F-HRTimeline
Stenger Family Office, LLC51,719$2.52M0.86%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC50,666$2.47M0.08%+45,12913F-HRTimeline
Destiny Wealth Partners, LLC50,554$2.46M0.4%+2,88513F-HRTimeline
NewEdge Wealth, LLC48,221$2.35M0.04%-4,38013F-HRTimeline
Orion Porfolio Solutions, LLC48,205$2.35M0.02%+1,09713F-HRTimeline
Orion Portfolio Solutions, LLC48,205$2.35M0.02%+1,09713F-HRTimeline
AIFG Consultants Ltd.48,129$2.34M3.82%+17,49713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,545$2.31M0.02%+5,60313F-HRTimelineGroup
Laidlaw Wealth Management LLC47,421$2.31M1.01%+12,58613F-HRTimeline
Householder Group Estate & Retirement S…47,220$2.3M1.72%+12,35913F-HRTimeline
Continuum Advisory, LLC46,230$2.25M0.29%+10,46313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC45,381$2.21M0.18%+3,68913F-HRTimeline
Rehmann Capital Advisory Group44,914$2.19M0.14%+4,46413F-HRTimeline
CoreCap Advisors, LLC43,775$2.13M0.1%+2,49713F-HRTimeline
Pine Valley Investments Ltd Liability Co43,358$2.11M0.14%-1,78213F-HRTimeline
KOM Wealth Management Group, LLC43,034$2.09M1.55%+9113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC43,011$2.09M1.5%-1,95913F-HRTimeline
IHT Wealth Management, LLC42,664$2.08M0.07%+29,37013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …41,709$2.03M0.06%-66013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,487$2.02M<0.01%-7,18013F-HRTimelineGroup
CITY HOLDING CO41,228$2.01M0.28%+83813F-HRTimeline
Bigelow Investment Advisors, LLC41,013$2M0.94%+4,10813F-HRTimeline
Endowment Wealth Management, Inc.40,511$1.97M1.32%+6,09713F-HRTimeline
Prime Capital Investment Advisors, LLC40,357$1.96M0.03%-4,40813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC40,294$1.96M2.13%13F-HRTimeline
WEDBUSH SECURITIES INC39,336$1.91M0.07%-5,62613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…38,683$1.88M0.02%-4,04213F-HRTimelineGroup
Maia Wealth LLC37,605$1.83M0.39%+17,78613F-HRTimeline
Ifrah Financial Services, Inc.36,475$1.78M0.49%+54113F-HRTimeline
Traction Financial Partners, LLC36,387$1.77M1.38%+1,78413F-HRTimeline
Patten Group, Inc.36,324$1.77M0.39%+7,64113F-HRTimeline
Central Pacific Bank - Trust Division35,460$1.73M0.23%-21,69013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…33,054$1.61M0.09%-1,91513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK32,507$1.58M0.05%-12,49313F-HRTimelineGroup
Arcadia Wealth Management, Inc.32,123$1.56M1.33%13F-HRTimeline
Wisconsin Wealth Advisors, LLC31,898$1.55M2.29%13F-HRTimeline
Coppell Advisory Solutions LLC31,703$1.54M0.22%+11,15713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,818$1.5M0.11%+1,35013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,374$1.48M<0.01%+23,05013F-HR/ATimeline
Chicago Partners Investment Group LLC30,291$1.47M0.05%-37713F-HRTimeline
Cornell Pochily Investment Advisors, In…29,568$1.44M0.5%-7,42313F-HRTimeline
Prosperity Consulting Group, LLC29,543$1.44M0.11%+3,82113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,206$1.42M0.08%+1,21413F-HR/ATimelineGroup
Perigon Wealth Management, LLC28,915$1.41M0.03%+6,04013F-HRTimeline
Perennial Investment Advisors, LLC28,890$1.41M0.17%+5,59213F-HRTimeline
Abbot Financial Management, Inc.28,659$1.39M0.69%+6,97513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,409$1.38M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,506$1.34M<0.01%+24,46613F-HRTimelineGroup
Faithward Advisors, LLC27,295$1.33M0.23%+14113F-HRTimeline
Summit Financial, LLC27,245$1.33M0.05%+4,95013F-HRTimeline
BlueChip Wealth Advisors LLC27,197$1.32M0.73%-6,59813F-HRTimeline
Richard W. Paul & Associates, LLC26,813$1.3M0.48%-8813F-HRTimeline
Global Assets Advisory, LLC26,785$1.3M0.72%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC26,636$1.3M1.21%+1,45913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC26,214$1.28M0.64%+51713F-HRTimelineGroup
Core Wealth Partners LLC25,773$1.25M0.72%+1,64513F-HRTimeline
BARRETT & COMPANY, INC.25,343$1.23M0.52%-17913F-HRTimeline
PRIVATE TRUST CO NA25,329$1.23M0.13%-1,32413F-HRTimeline
OneDigital Investment Advisors LLC25,147$1.22M0.01%+2,16213F-HRTimeline