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Disclosery

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
MORGAN STANLEYin group MORGAN STANLEY13,443,257$662M0.04%+553,63613F-HRTimelineGroup
LPL Financial LLC10,542,980$519M0.17%+1,293,28513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,180,190$255M0.06%+95,74313F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,963,965$245M0.05%+834,50113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,595,511$177M0.06%+185,24913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,545,708$125M0.02%-64,59313F-HR/ATimelineGroup
Cetera Investment Advisers1,841,616$90.7M0.15%+128,74313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,630,521$80.3M0.01%+248,78413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,121,519$55.2M+3,540Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,103,235$54.3M0.04%+113,36413F-HRTimelineGroup
Berger Financial Group, Inc991,200$48.8M3.17%+20,82713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC945,768$46.6M0.06%-50,54813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.850,960$41.9M0.07%+175,33813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…833,495$41.1M0.03%+37,35613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…775,525$38.2M0.74%+33,46913F-HRTimelineGroup
Clearwater Capital Advisors, LLC755,493$37.2M3.4%+9,48213F-HRTimeline
Csenge Advisory Group736,493$36M1.89%+24,31613F-HRTimeline
HighTower Advisors, LLC697,393$34.4M0.04%-8,83413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding567,933$28M+24,368Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP549,755$27.1M0.03%-83,43713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.506,206$24.9M0.04%+9,11213F-HRTimelineGroup
Trilogy Capital Inc.503,106$24.8M1.21%-29,09013F-HRTimeline
HARBOUR INVESTMENTS, INC.469,605$23.1M0.59%+14,43213F-HRTimeline
Heck Capital Advisors, LLC453,087$22.3M1.92%+17,51713F-HRTimeline
Harvest Investment Services, LLC448,261$22.1M4.94%-14,36213F-HRTimeline
Cambridge Investment Research Advisors,…445,675$22M0.07%-22,59913F-HRTimeline
Prospera Financial Services Inc443,337$21.8M0.41%-70,07513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management441,694$21.8M0.29%+3,81713F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC422,450$20.8M2.75%+10,19213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC407,129$20.1M0.04%+2,52413F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV395,350$19.5M7.92%+5,05813F-HRTimeline
Financial Enhancement Group LLC369,039$18.1M2.59%-128,06013F-HRTimeline
Vestmark Advisory Solutions, Inc.363,206$17.9M0.26%+185,18413F-HRTimeline
&PARTNERS361,143$17.8M0.14%+173,50513F-HRTimeline
Aaron Wealth Advisors LLC357,186$17.6M1.8%+4,77013F-HRTimeline
CWM, LLCin group CWM, LLC345,385$17M0.06%-3713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…344,472$17M0.23%-27,07713F-HRTimelineGroup
American Financial Advisors, LLC341,217$16.8M2.35%-2,46913F-HRTimeline
Integrated Wealth Concepts LLC325,317$16M0.16%+14,14313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding323,710$15.9M-43,948Timeline
AVANTAX ADVISORY SERVICES, INC.321,449$15.8M0.09%+18,00313F-HRTimeline
Fairvoy Private Wealth, LLC312,260$15.4M3.82%+5,53213F-HRTimeline
TD Capital Management LLC310,700$15.3M1.44%-1,63313F-HRTimeline
NewEdge Advisors, LLC309,900$15.3M0.08%+20,49113F-HRTimeline
Walkner Condon Financial Advisors LLC307,531$15.1M2.79%+28,49213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC306,127$15.1M0.53%-2,79213F-HRTimeline
Geneos Wealth Management Inc.305,634$15.1M0.37%-122,11113F-HRTimeline
Obermeyer Wealth Partners299,341$14.7M0.73%+25213F-HRTimeline
TL Private Wealth298,480$14.6M6.08%-3,99513F-HRTimeline
Petix & Botte Co277,213$13.7M3.35%-18,00613F-HRTimeline
Mariner, LLCin group Mariner, LLC269,441$13.3M0.02%+6,56213F-HRTimelineGroup
Atria Investments, Inc265,854$13.1M0.15%-1,29013F-HRTimeline
Prism Advisors, Inc.263,224$13M3.69%-21,56713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP261,446$12.9M0.02%-6,15113F-HRTimelineGroup
Private Advisor Group, LLC261,445$12.9M0.07%-213,56813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC252,052$12.4M0.03%+25,86613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC250,800$12.4M0.02%-73,40013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…249,853$12.3M0.03%+57513F-HR/ATimelineGroup
Long Run Wealth Advisors, LLC249,146$12.3M2.57%+9,10713F-HRTimeline
Foundations Investment Advisors, LLC247,518$12.2M0.19%-4,92713F-HRTimeline
Weitzel Financial Services, Inc.236,607$11.7M4.95%-16,16213F-HRTimeline
IFP Advisors, Inc224,226$11M0.31%+54,88013F-HRTimeline
Janney Montgomery Scott LLC221,383$10.9M0.03%-6,02313F-HRTimeline
PFS Partners, LLC211,028$10.4M5.24%-5,40213F-HRTimeline
First International Bank & Trust210,826$10.4M3.61%-12,45913F-HRTimeline
MML INVESTORS SERVICES, LLC206,962$10.2M0.03%+2,92513F-HRTimeline
EWG Elevate Inc.203,702$10M3.09%-32013F-HRTimeline
MRA Advisory Group199,464$9.83M4.6%-11,90313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC196,329$9.67M0.01%new13F-HRTimelineGroup
Secure Asset Management, LLC194,782$9.59M1.78%-8,35613F-HRTimeline
COMERICA BANK190,158$9.37M0.04%-3,03713F-HRTimeline
Kingsview Wealth Management, LLC188,581$9.29M0.16%-9,62613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth178,915$8.81M0.02%-2,95813F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC176,778$8.71M4.24%+3,13113F-HRTimeline
Redhawk Wealth Advisors, Inc.175,600$8.65M1.08%new13F-HRTimeline
Darwin Wealth Management, LLC170,698$8.41M2.91%-17,75213F-HRTimeline
Grove Bank & Trust156,777$7.72M0.96%+3,68213F-HRTimeline
LexAurum Advisors, LLC153,274$7.55M1.19%-3,25113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP152,694$7.51M0.01%+65,65313F-HRTimelineGroup
Steward Partners Investment Advisory, L…148,462$7.31M0.06%-20,92513F-HRTimeline
TCP Asset Management, LLC146,582$7.22M1.43%+2,70813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding140,882$6.94M-1,144Timeline
EdgeRock Capital LLC137,391$6.77M2.14%-2,83013F-HRTimeline
Lunt Capital Management, Inc.134,552$6.63M2.54%+1,02213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC133,821$6.59M<0.01%+4,87513F-HRTimelineGroup
Fairway Financial, LLC132,430$6.52M5.52%-71713F-HRTimeline
D.A. DAVIDSON & CO.131,300$6.47M0.05%-21,04613F-HRTimeline
IMA Advisory Services, Inc.130,703$6.44M0.69%-4,61913F-HRTimeline
Ashton Thomas Private Wealth, LLC128,132$6.31M0.22%+7,33313F-HRTimeline
Mainsail Financial Group, LLC127,903$6.28M2.93%+8,94613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO127,359$6.27M<0.01%-41,56213F-HRTimelineGroup
Entruity Wealth, LLC126,722$6.24M5.31%+2,60413F-HRTimeline
Clear Creek Financial Management, LLC123,211$6.07M0.58%-71,37813F-HRTimeline
Summit Financial, LLC121,814$6M0.14%-49,27613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC117,644$5.8M2.73%new13F-HRTimeline
Triumph Capital Management115,777$5.7M1.71%+4,00213F-HR/ATimeline
BostonPremier Wealth LLC115,343$5.68M3.15%+2,19713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …115,143$5.67M0.08%-23,68413F-HRTimelineGroup
First Heartland Consultants, Inc.113,939$5.61M0.5%-17,72513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC111,893$5.51M1.6%+13,33813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC106,401$5.24M0.07%+16,63313F-HRTimelineGroup
Alpha Financial Advisors, LLC105,213$5.18M2%+7,11813F-HRTimeline
Snowden Capital Advisors LLC104,881$5.17M0.15%+1,51913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED103,587$5.1M0.42%+8713F-HRTimeline
RiverTree Advisors, LLC103,255$5.09M3.42%-75,66513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP101,800$5.01M0.75%+41,43213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS100,919$4.97M0.01%+7,61713F-HRTimeline
Sigma Planning Corp93,815$4.62M0.14%-48,13113F-HRTimeline
Mutual Advisors, LLC93,797$4.61M0.12%-62,97013F-HRTimeline
WESBANCO BANK INC93,437$4.6M0.14%new13F-HRTimeline
Independent Advisor Alliance90,215$4.44M0.13%-33,10313F-HRTimeline
James J. Burns & Company, LLC88,080$4.34M0.71%-60813F-HRTimeline
CoreCap Advisors, LLC85,195$4.2M0.17%+7,66213F-HRTimeline
Centennial Wealth Advisory LLC82,836$4.08M1.3%+46,97113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…81,655$4.02M1.33%+1,87913F-HRTimelineGroup
Continuum Advisory, LLC81,086$3.99M0.48%+23,47113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …80,532$3.97M0.05%-1,17713F-HR/ATimelineGroup
Visionary Wealth Advisors78,056$3.85M0.2%-8,20813F-HRTimeline
Manhattan West Asset Management, LLC77,343$3.81M0.88%-30,54613F-HRTimeline
Per Stirling Capital Management, LLC.77,089$3.8M0.5%-2,47813F-HRTimeline
Arax Advisory Partners73,950$3.64M0.17%-20,75113F-HRTimeline
Keystone Wealth Services, LLC72,344$3.56M0.86%+58313F-HRTimeline
Braun-Bostich & Associates Inc.71,134$3.5M2.39%-78713F-HRTimeline
Friedenthal Financial70,053$3.45M1.89%-84,04413F-HRTimeline
Integrated Advisors Network LLC69,401$3.42M0.15%+50,37213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC67,607$3.33M3.25%+1,40013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.66,661$3.28M1.17%+6,80213F-HRTimeline
Center for Financial Planning, Inc.65,000$3.2M0.37%-20,35913F-HRTimeline
Dominguez Wealth Management Solutions, …64,272$3.17M2.2%+1,03513F-HRTimeline
VestGen Advisors, LLC60,981$3M0.12%+28713F-HRTimeline
Financial Advocates Investment Manageme…60,687$2.99M0.24%-54613F-HRTimeline
Coppell Advisory Solutions LLC60,565$2.98M0.35%+18,49213F-HR/ATimeline
Destiny Wealth Partners, LLC59,543$2.93M0.39%+4,86413F-HRTimeline
U.S. Capital Wealth Advisors, LLC58,923$2.9M0.08%-9,14413F-HRTimeline
Hamilton Wealth, LLC55,781$2.75M0.61%-5,89313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,953$2.71M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC54,604$2.69M0.02%-1,87113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,529$2.69M0.02%+18,80913F-HRTimelineGroup
Endowment Wealth Management, Inc.54,223$2.67M1.38%+5,92713F-HRTimeline
CITY HOLDING CO53,715$2.65M0.35%+1,13413F-HRTimeline
Belpointe Asset Management LLC53,330$2.63M0.11%+3,58013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …52,832$2.6M0.06%+2,31313F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…52,797$2.6M2.4%+3,49113F-HRTimeline
DAVENPORT & Co LLC52,081$2.57M0.01%-31713F-HRTimeline
Atria Wealth Solutions, Inc.51,739$2.55M0.06%-61,63313F-HRTimeline
CONDOR CAPITAL MANAGEMENT50,668$2.5M0.22%-7213F-HRTimeline
Maia Wealth LLC49,077$2.42M0.46%+6,75213F-HRTimeline
Bigelow Investment Advisors, LLC48,354$2.38M1.05%+2,99013F-HRTimeline
IHT Wealth Management, LLC48,119$2.37M0.07%+57613F-HRTimeline
NewEdge Wealth, LLC46,536$2.3M0.04%-1,16413F-HRTimeline
Beacon Financial Advisory LLC46,587$2.29M0.59%+20,88513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC46,102$2.27M0.17%+413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC46,010$2.27M0.04%-2,14313F-HRTimelineGroup
AE Wealth Management LLC45,330$2.23M0.02%-10,77913F-HRTimeline
Pine Valley Investments Ltd Liability Co45,199$2.23M0.13%+1,06313F-HRTimeline
Orion Porfolio Solutions, LLC43,810$2.16M0.02%-3,13513F-HR/ATimeline
TBH Global Asset Management, LLC42,589$2.1M0.45%-20,15513F-HRTimeline
AIFG Consultants Ltd.42,341$2.09M4.07%-2,94513F-HRTimeline
Sowell Financial Services LLC42,269$2.08M0.08%+36,21513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC42,202$2.08M0.02%+90213F-HRTimelineGroup
COUNTRY CLUB BANK42,033$2.07M0.13%+15,05013F-HRTimeline
Patten Group, Inc.41,085$2.02M0.43%+1,71113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC40,984$2.02M1.36%-1,29613F-HRTimeline
Claris Financial LLC40,681$2M1.51%-15,89213F-HRTimeline
Traction Financial Partners, LLC40,555$2M1.35%+6,28313F-HRTimeline
Park Square Financial Group, LLC39,084$1.93M1.39%-11,16913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,572$1.9M<0.01%+1,22713F-HRTimelineGroup
Perigon Wealth Management, LLC38,446$1.89M0.04%+8,32213F-HRTimeline
WEDBUSH SECURITIES INC38,220$1.88M0.07%-3,06413F-HRTimeline
Midwest Financial Group LLC38,148$1.88M0.99%-6,71213F-HRTimeline
Abbot Financial Management, Inc.37,789$1.86M0.86%+8,87113F-HRTimeline
Ifrah Financial Services, Inc.37,781$1.86M0.51%-18613F-HRTimeline
Prime Capital Investment Advisors, LLC37,568$1.85M0.02%-1,98413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC36,861$1.82M0.83%-13,11413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,852$1.77M<0.01%new13F-HR/ATimelineGroup
Cypress Capital Groupin group Cypress Capital Group35,550$1.75M0.22%+3,29513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC35,246$1.74M0.05%+8,98213F-HRTimeline
Arcadia Wealth Management, Inc.34,211$1.69M1.15%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,976$1.62M<0.01%-5,09813F-HRTimeline
Elevation Capital Advisory, LLC32,869$1.62M0.65%+23,89013F-HRTimeline
Advisory Services Network, LLC32,303$1.59M0.03%-6,98813F-HRTimeline
Wisconsin Wealth Advisors, LLC31,722$1.56M1.8%-1,10413F-HRTimeline
BlueChip Wealth Advisors LLC29,946$1.48M0.66%-90713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,419$1.45M0.07%-1,96813F-HRTimelineGroup
Chicago Partners Investment Group LLC29,114$1.43M0.04%+31013F-HRTimeline
KOM Wealth Management Group, LLC28,539$1.41M1.11%-5613F-HRTimeline
Cornell Pochily Investment Advisors, In…28,364$1.4M0.46%-29013F-HRTimeline
Faithward Advisors, LLC27,827$1.37M0.21%+1,64313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,759$1.37M0.09%+71913F-HRTimeline
Prosperity Consulting Group, LLC27,680$1.36M0.1%-12213F-HRTimeline
J.W. COLE ADVISORS, INC.27,094$1.33M0.03%+1,85313F-HRTimeline
Perennial Investment Advisors, LLC26,838$1.32M0.13%-4,13213F-HRTimeline
Global Assets Advisory, LLC26,585$1.31M0.51%-53,77013F-HRTimeline
Maridea Wealth Management LLC26,127$1.29M0.34%+11,60213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC25,832$1.27M0.96%-1,23013F-HRTimeline
Insight Inv LLC25,770$1.27M0.85%+6,40013F-HRTimeline
IFG Advisory, LLC25,697$1.27M0.06%-9,10213F-HRTimeline
Balefire, LLC24,758$1.22M0.27%new13F-HRTimeline
BARRETT & COMPANY, INC.24,671$1.22M0.46%+113F-HRTimeline
Simplicity Wealth,LLC24,346$1.2M0.05%+13,05713F-HRTimeline