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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

405 managers (409 13F filers) reported a position in LMBS shares at 2025-03-31, 77,714,728 shares in all. 35 filers opened a position and 34 filers sold out during the quarter.

Managers
405
13F filers
409
New
35
Added
183
Reduced
146
Sold out
34
Shares held by filers
77,714,728

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY12,889,621$634M0.05%+819,51013F-HRTimelineGroup
LPL Financial LLC9,249,695$455M0.18%-19,65913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,084,447$250M0.06%+231,16013F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,129,464$203M0.04%-24,10813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,410,262$168M0.06%+343,40613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,610,301$128M0.03%-128,67713F-HR/ATimelineGroup
Cetera Investment Advisers1,712,873$84.2M0.16%-11,32813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,381,737$67.9M0.01%+132,69113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,117,979$55M-35,699Timeline
COMMONWEALTH EQUITY SERVICES, LLC996,316$49M0.07%+173,38813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP989,871$48.7M0.04%-64,64313F-HRTimelineGroup
Berger Financial Group, Inc970,373$47.7M3.31%+88,78213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…796,139$39.1M0.03%+93,67513F-HRTimelineGroup
Clearwater Capital Advisors, LLC746,011$36.7M3.54%+22,03213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…742,056$36.5M0.89%+36,55713F-HRTimelineGroup
Csenge Advisory Group712,177$34.8M1.98%+7,20213F-HRTimeline
HighTower Advisors, LLC706,227$34.7M0.05%+340,10713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.675,622$33.2M0.07%+197,36613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP633,192$31.1M0.03%+32,42913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding543,565$26.7M+49,539Timeline
Trilogy Capital Inc.532,196$26.2M1.37%+45,03413F-HRTimeline
Prospera Financial Services Inc513,412$25.2M0.58%+23,03413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.497,094$24.4M0.05%-14,92213F-HRTimelineGroup
Financial Enhancement Group LLC497,099$24.2M3.78%+244,97913F-HRTimeline
Private Advisor Group, LLC475,013$23.4M0.14%+20,93513F-HRTimeline
Cambridge Investment Research Advisors,…468,274$23M0.08%+17,23413F-HRTimeline
Harvest Investment Services, LLC462,623$22.7M6.33%+7,41313F-HRTimeline
HARBOUR INVESTMENTS, INC.455,173$22.4M0.64%+123,65113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management437,877$21.5M0.31%-27,46713F-HRTimelineGroup
Heck Capital Advisors, LLC435,570$21.4M2.41%+28,99013F-HRTimeline
Geneos Wealth Management Inc.427,745$21M0.31%+302,19213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC412,258$20.3M2.82%-1,84313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC404,605$19.9M0.04%+10,93813F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV390,292$19.2M8.3%+9,70413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…371,549$18.3M0.27%-27,50413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding367,658$18M+2,404Timeline
Aaron Wealth Advisors LLC352,416$17.3M1.99%+99,14613F-HRTimeline
CWM, LLCin group CWM, LLC345,422$17M0.07%+13,45513F-HRTimelineGroup
American Financial Advisors, LLC343,686$16.9M2.45%-3,08113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC324,200$15.9M0.02%+96,50013F-HRTimeline
TD Capital Management LLC312,333$15.4M1.56%-58213F-HRTimeline
Integrated Wealth Concepts LLC311,174$15.3M0.18%+41,38313F-HRTimeline
ATWOOD & PALMER INC310,145$15.2M1.06%+40,29913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC308,919$15.2M0.56%-7,73513F-HRTimeline
Fairvoy Private Wealth, LLC306,728$15.1M4.14%+64,74413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.303,446$14.9M0.09%-90713F-HRTimeline
TL Private Wealth302,475$14.8M7.32%+1,21013F-HRTimeline
Obermeyer Wealth Partners299,089$14.7M0.78%+21,96513F-HRTimeline
Petix & Botte Co295,219$14.5M3.82%-51,21713F-HRTimeline
NewEdge Advisors, LLC289,409$14.2M0.08%+21,04713F-HRTimeline
Prism Advisors, Inc.284,791$14M4.31%-69713F-HRTimeline
Walkner Condon Financial Advisors LLC279,039$13.7M2.77%+159,87313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP267,597$13.2M0.02%+7,09013F-HRTimelineGroup
Atria Investments, Inc267,144$13.1M0.17%-2,91513F-HRTimeline
Mariner, LLCin group Mariner, LLC262,879$12.9M0.02%+15,35113F-HRTimelineGroup
Foundations Investment Advisors, LLC252,445$12.4M0.23%-44313F-HRTimeline
Weitzel Financial Services, Inc.252,769$12.3M5.87%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…249,278$12.3M0.03%+121,37213F-HRTimelineGroup
Long Run Wealth Advisors, LLC240,039$11.8M2.68%+14,27113F-HRTimeline
Janney Montgomery Scott LLC227,406$11.2M0.03%-72,09713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC226,186$11.1M0.03%+25,99913F-HRTimelineGroup
First International Bank & Trust223,285$11M3.47%+12,29713F-HRTimeline
PFS Partners, LLC216,430$10.6M5.66%+3,78813F-HRTimeline
MRA Advisory Group211,367$10.4M5.54%+10,19713F-HRTimeline
MML INVESTORS SERVICES, LLC204,037$10M0.03%+12,95413F-HRTimeline
EWG Elevate Inc.204,022$10M3.8%-24,55513F-HRTimeline
Secure Asset Management, LLC203,138$9.99M2.02%+83,07413F-HRTimeline
Kingsview Wealth Management, LLC198,207$9.74M0.18%-30,40913F-HRTimeline
Clear Creek Financial Management, LLC194,589$9.57M0.99%-83,19013F-HRTimeline
COMERICA BANK193,195$9.5M0.04%+23,20313F-HRTimeline
&PARTNERS187,638$9.38M0.1%+85,79613F-HRTimeline
Darwin Wealth Management, LLC188,450$9.17M3.08%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth181,873$8.94M0.02%-2,30313F-HR/ATimelineGroup
RiverTree Advisors, LLC178,920$8.8M5.89%-47,49613F-HRTimeline
Vestmark Advisory Solutions, Inc.178,022$8.75M0.23%+9,32413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC173,647$8.54M4.66%+10,47413F-HRTimeline
Summit Financial, LLC171,090$8.41M0.24%+143,84513F-HRTimeline
Steward Partners Investment Advisory, L…169,387$8.33M0.07%+53,49813F-HRTimeline
IFP Advisors, Inc169,346$8.33M0.26%+16,87513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO168,921$8.3M<0.01%+71,32113F-HRTimelineGroup
LexAurum Advisors, LLC156,525$7.69M1.47%+5,96313F-HRTimeline
Mutual Advisors, LLC156,767$7.67M0.22%+104,56313F-HRTimeline
Friedenthal Financial154,097$7.58M4.53%+96,68213F-HRTimeline
Grove Bank & Trust153,095$7.53M1.01%+10,73713F-HRTimeline
D.A. DAVIDSON & CO.152,346$7.49M0.06%+24,05813F-HRTimeline
TCP Asset Management, LLC143,874$7.07M1.58%+2,93813F-HRTimeline
Commonwealth Financial Services, LLC143,657$7.06M1.45%+6,35713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding142,026$6.98M-29,009Timeline
Sigma Planning Corp141,946$6.98M0.22%-2,25013F-HRTimeline
EdgeRock Capital LLC140,221$6.89M4.91%+5,94313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …138,827$6.82M0.1%+80,91213F-HRTimelineGroup
IMA Advisory Services, Inc.135,322$6.65M0.79%new13F-HRTimeline
Lunt Capital Management, Inc.133,530$6.56M2.39%+3,55213F-HRTimeline
Fairway Financial, LLC133,147$6.55M5.94%+2,30313F-HRTimeline
First Heartland Consultants, Inc.131,664$6.47M0.67%+27,27313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC128,946$6.34M<0.01%-61813F-HRTimelineGroup
Entruity Wealth, LLC124,118$6.1M5.75%+2,61913F-HRTimeline
Independent Advisor Alliance123,318$6.06M0.2%-242,14313F-HRTimeline
Ashton Thomas Private Wealth, LLC120,799$5.94M0.23%+14,27013F-HRTimeline
Mainsail Financial Group, LLC118,957$5.85M3.31%+5,22913F-HRTimeline
Atria Wealth Solutions, Inc.113,372$5.57M0.07%-7,72713F-HRTimeline
BostonPremier Wealth LLC113,146$5.56M3.45%-1,98713F-HRTimeline
Triumph Capital Management111,775$5.49M1.83%+5,22513F-HRTimeline
Manhattan West Asset Management, LLC107,889$5.3M1.35%+14,10013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED103,500$5.09M0.48%+1,13013F-HR/ATimeline
Snowden Capital Advisors LLC103,362$5.08M0.16%+7,44513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC98,555$4.84M1.52%+1,29813F-HRTimeline
Alpha Financial Advisors, LLC98,095$4.82M2.14%+3,65213F-HRTimeline
Arax Advisory Partners94,701$4.66M0.3%-29,84113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS93,302$4.59M0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC89,768$4.41M0.06%+10,70413F-HRTimelineGroup
James J. Burns & Company, LLC88,688$4.36M0.78%-2,33713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87,041$4.28M<0.01%+59,53513F-HR/ATimelineGroup
Visionary Wealth Advisors86,264$4.24M0.25%-4,24813F-HRTimeline
Center for Financial Planning, Inc.85,359$4.2M0.54%+8,11613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …81,709$4.02M0.06%-75813F-HRTimelineGroup
Global Assets Advisory, LLC80,355$3.93M0.74%+53,57013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…79,776$3.92M1.45%+14,38813F-HRTimelineGroup
Per Stirling Capital Management, LLC.79,567$3.91M0.56%+3,26713F-HRTimeline
CoreCap Advisors, LLC77,533$3.81M0.17%+33,75813F-HRTimeline
MAI Capital Management72,790$3.58M0.03%+4,61613F-HRTimeline
Braun-Bostich & Associates Inc.71,921$3.54M2.62%-12,33613F-HRTimeline
Keystone Wealth Services, LLC71,761$3.53M0.96%+4,58213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…69,331$3.41M1.7%-68,98613F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC68,067$3.35M0.1%+17,40113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC66,207$3.25M3.44%+25,91313F-HRTimeline
Virtue Capital Management, LLC63,250$3.11M0.36%new13F-HRTimeline
Dominguez Wealth Management Solutions, …63,237$3.11M2.28%+78513F-HRTimeline
TBH Global Asset Management, LLC62,744$3.08M0.59%+5,05813F-HRTimeline
Hamilton Wealth, LLC61,674$3.03M0.73%+49,95813F-HRTimeline
Financial Advocates Investment Manageme…61,233$3.01M0.21%-2,43613F-HRTimeline
VestGen Advisors, LLC60,694$2.98M0.14%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP60,368$2.97M0.48%-16,00113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.59,859$2.94M1.15%+4,27213F-HRTimeline
Continuum Advisory, LLC57,615$2.83M0.36%+11,38513F-HRTimeline
Sanctuary Advisors, LLC56,475$2.78M0.02%-14,75713F-HRTimeline
AE Wealth Management LLC56,109$2.76M0.02%-1,45813F-HRTimeline
Claris Financial LLC56,573$2.75M1.81%013F-HRTimeline
Destiny Wealth Partners, LLC54,679$2.69M0.43%+4,12513F-HRTimeline
CITY HOLDING CO52,581$2.58M0.36%+11,35313F-HRTimeline
DAVENPORT & Co LLC52,398$2.58M0.02%-3513F-HRTimeline
CONDOR CAPITAL MANAGEMENT50,740$2.49M0.23%-274,27213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …50,519$2.48M0.07%+8,81013F-HRTimelineGroup
Park Square Financial Group, LLC50,253$2.47M1.96%-15,67213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC49,975$2.46M1.13%-6,96813F-HRTimeline
Belpointe Asset Management LLC49,750$2.45M0.13%+34,98113F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…49,306$2.42M2.01%new13F-HRTimeline
Endowment Wealth Management, Inc.48,296$2.37M1.53%+7,78513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC48,153$2.37M0.05%-8,97513F-HRTimelineGroup
NewEdge Wealth, LLC47,700$2.34M0.04%-52113F-HRTimeline
IHT Wealth Management, LLC47,543$2.34M0.07%+4,87913F-HRTimeline
Orion Porfolio Solutions, LLC46,945$2.31M0.02%-1,26013F-HRTimeline
Orion Portfolio Solutions, LLC46,945$2.31M0.02%-1,26013F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC46,098$2.27M0.19%+71713F-HRTimeline
Bigelow Investment Advisors, LLC45,364$2.23M1.06%+4,35113F-HRTimeline
AIFG Consultants Ltd.45,286$2.23M3.67%-2,84313F-HRTimeline
Midwest Financial Group LLC44,860$2.21M1.28%-47,25513F-HRTimeline
Pine Valley Investments Ltd Liability Co44,136$2.17M0.14%+77813F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC42,280$2.08M1.53%-73113F-HRTimeline
Maia Wealth LLC42,325$2.07M0.47%+4,72013F-HRTimeline
Coppell Advisory Solutions LLC42,073$2.06M0.29%+10,37013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,300$2.03M0.02%-6,24513F-HRTimelineGroup
WEDBUSH SECURITIES INC41,284$2.03M0.07%+1,94813F-HRTimeline
Prime Capital Investment Advisors, LLC39,552$1.94M0.02%-80513F-HRTimeline
Patten Group, Inc.39,374$1.94M0.44%+3,05013F-HRTimeline
Advisory Services Network, LLC39,291$1.93M0.04%-18,10913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,074$1.87M<0.01%+7,70013F-HRTimeline
Ifrah Financial Services, Inc.37,967$1.87M0.54%+1,49213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,345$1.84M<0.01%-4,14213F-HRTimelineGroup
Centennial Wealth Advisory LLC35,865$1.76M0.64%+12,67313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,720$1.76M0.02%+12,45213F-HRTimelineGroup
IFG Advisory, LLC34,799$1.71M0.09%+11,83013F-HRTimeline
Traction Financial Partners, LLC34,272$1.68M1.32%-2,11513F-HRTimeline
Arcadia Wealth Management, Inc.34,211$1.68M1.31%+2,08813F-HRTimeline
Wisconsin Wealth Advisors, LLC32,826$1.61M2.32%+92813F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group32,255$1.59M0.21%+10,91513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.31,387$1.54M0.08%+2,18113F-HR/ATimelineGroup
Perennial Investment Advisors, LLC30,970$1.52M0.17%+2,08013F-HRTimeline
BlueChip Wealth Advisors LLC30,853$1.52M0.74%+3,65613F-HRTimeline
Perigon Wealth Management, LLC30,124$1.48M0.04%+1,20913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…29,558$1.45M0.01%-9,12513F-HRTimelineGroup
Abbot Financial Management, Inc.28,918$1.42M0.74%+25913F-HRTimeline
Chicago Partners Investment Group LLC28,804$1.41M0.05%-1,48713F-HRTimeline
Cornell Pochily Investment Advisors, In…28,654$1.41M0.5%-91413F-HRTimeline
KOM Wealth Management Group, LLC28,595$1.41M1.23%-14,43913F-HRTimeline
Prosperity Consulting Group, LLC27,802$1.37M0.11%-1,74113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,147$1.33M0.04%-102,76713F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC27,062$1.33M1.15%+42613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,040$1.33M0.1%-3,77813F-HRTimeline
COUNTRY CLUB BANK26,983$1.33M0.09%new13F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC26,840$1.32M0.1%-73,26613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,264$1.29M0.04%+3,59713F-HRTimeline
Faithward Advisors, LLC26,184$1.29M0.22%-1,11113F-HRTimeline
Beacon Financial Advisory LLC25,702$1.26M0.38%+16,39113F-HRTimeline
J.W. COLE ADVISORS, INC.25,241$1.24M0.04%+7,30313F-HRTimeline
BARRETT & COMPANY, INC.24,670$1.21M0.52%-67313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC24,437$1.2M0.6%-1,77713F-HRTimelineGroup
Rehmann Capital Advisory Group24,303$1.19M0.08%-20,61113F-HRTimeline
PRIVATE TRUST CO NA23,556$1.16M0.12%-1,77313F-HRTimeline
OneDigital Investment Advisors LLC22,569$1.11M0.01%-2,57813F-HRTimeline