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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

396 managers (400 13F filers) reported a position in LMBS shares at 2025-09-30, 84,839,795 shares in all. 24 filers opened a position and 38 filers sold out during the quarter.

Managers
396
13F filers
400
New
24
Added
205
Reduced
134
Sold out
38
Shares held by filers
84,839,795

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY13,811,856$688M0.04%+368,59913F-HR/ATimelineGroup
LPL Financial LLC11,610,612$578M0.17%+1,067,63213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,434,394$271M0.06%+254,20413F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,630,152$231M0.05%-333,81313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,810,418$190M0.06%+214,90713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,670,655$133M0.02%+124,94713F-HRTimelineGroup
Cetera Investment Advisers2,441,290$122M0.14%+599,67413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,877,318$93.5M0.01%+246,79713F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,232,615$61.4M0.05%+129,38013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,161,002$57.8M+39,483Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,024,084$51M0.07%+78,31613F-HRTimeline
Berger Financial Group, Inc1,011,741$50.4M3.02%+20,54113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.872,694$43.4M0.06%+21,73413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…858,092$42.7M0.03%+24,59713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…824,883$41.1M0.71%+49,35813F-HRTimelineGroup
Clearwater Capital Advisors, LLC806,953$40.2M3.42%+51,46013F-HRTimeline
Csenge Advisory Group768,104$38.2M1.83%+31,61113F-HRTimeline
HighTower Advisors, LLC744,453$37.1M0.04%+47,06013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP709,927$35.3M0.03%+160,17213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.605,360$30.1M0.57%+242,15413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding563,461$28.1M-4,472Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.540,732$26.9M0.04%+34,52613F-HRTimelineGroup
Cambridge Investment Research Advisors,…536,250$26.7M0.07%+90,57513F-HRTimeline
Heck Capital Advisors, LLC490,043$24.4M1.89%+36,95613F-HRTimeline
Trilogy Capital Inc.488,069$24.3M1.12%-15,03713F-HRTimeline
HARBOUR INVESTMENTS, INC.483,600$24.1M0.55%+13,99513F-HRTimeline
Prospera Financial Services Inc450,878$22.5M0.38%+7,54113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC449,405$22.4M1.56%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management434,141$21.6M0.26%-7,55313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC431,911$21.5M0.03%+24,78213F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC424,638$21M2.94%+2,18813F-HRTimeline
Harvest Investment Services, LLC420,909$21M4.22%-27,35213F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV407,431$20.3M7.71%+12,08113F-HRTimeline
&PARTNERS384,407$19.1M0.12%+23,26413F-HRTimeline
Integrated Wealth Concepts LLC366,056$18.2M0.16%+40,73913F-HRTimeline
Aaron Wealth Advisors LLC350,126$17.4M1.05%-7,06013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…349,036$17.4M0.22%+4,56413F-HRTimelineGroup
CWM, LLCin group CWM, LLC343,112$17.1M0.05%-2,27313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC340,384$16.9M2.69%+32,85313F-HRTimeline
American Financial Advisors, LLC337,449$16.8M2.16%-3,76813F-HRTimeline
TL Private Wealth328,364$16.4M6.59%+29,88413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC326,769$16.3M0.54%+20,64213F-HRTimeline
Financial Enhancement Group LLC309,533$15.4M2.07%-59,50613F-HRTimeline
Geneos Wealth Management Inc.307,790$15.3M0.39%+2,15613F-HRTimeline
NewEdge Advisors, LLC306,104$15.2M0.07%-3,79613F-HRTimeline
Obermeyer Wealth Partners306,094$15.2M0.71%+6,75313F-HRTimeline
TD Capital Management LLC306,016$15.2M1.37%-4,68413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC297,522$14.8M0.03%+45,47013F-HRTimelineGroup
Fairvoy Private Wealth, LLC293,912$14.6M3.33%-18,34813F-HRTimeline
Private Advisor Group, LLC286,339$14.3M0.07%+24,89413F-HRTimeline
Atria Investments, Inc279,390$13.9M0.16%+13,53613F-HRTimeline
Prism Advisors, Inc.276,508$13.8M3.72%+13,28413F-HRTimeline
IFP Advisors, Inc274,132$13.6M0.35%+49,90613F-HR/ATimeline
Long Run Wealth Advisors, LLC270,686$13.5M2.65%+21,54013F-HRTimeline
Mariner, LLCin group Mariner, LLC266,390$13.3M0.02%-3,05113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding263,914$13.1M-59,796Timeline
Petix & Botte Co260,771$13M3%-16,44213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…254,668$12.7M0.02%+4,81513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP247,378$12.3M0.01%+94,68413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP246,848$12.3M0.02%-14,59813F-HRTimelineGroup
Foundations Investment Advisors, LLC245,931$12.2M0.18%-1,58713F-HRTimeline
Weitzel Financial Services, Inc.242,730$12.1M4.93%+6,12313F-HRTimeline
Secure Asset Management, LLC240,724$12M1.98%+45,94213F-HRTimeline
Steward Partners Investment Advisory, L…228,806$11.4M0.07%+80,34413F-HRTimeline
MRA Advisory Group223,918$11.1M4.86%+24,45413F-HRTimeline
MML INVESTORS SERVICES, LLC218,938$10.9M0.03%+11,97613F-HRTimeline
PFS Partners, LLC216,021$10.8M5.12%+4,99313F-HRTimeline
Janney Montgomery Scott LLC215,506$10.7M0.03%-5,87713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC211,785$10.5M0.01%+15,45613F-HRTimelineGroup
First International Bank & Trust205,968$10.3M3.56%-4,85813F-HRTimeline
Mutual Advisors, LLC202,635$10.1M0.22%+108,83813F-HRTimeline
Redhawk Wealth Advisors, Inc.201,857$10.1M1.17%+26,25713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC196,199$9.77M2.69%+84,30613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC192,509$9.59M4.41%+15,73113F-HRTimeline
COMERICA BANK191,951$9.56M0.04%+1,79313F-HRTimeline
Grove Bank & Trust188,014$9.36M1.1%+31,23713F-HRTimeline
Kingsview Wealth Management, LLC181,713$9.05M0.14%-6,86813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth179,487$8.94M0.01%+57213F-HRTimelineGroup
Darwin Wealth Management, LLC173,032$8.62M2.74%+2,33413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC169,790$8.45M0.01%-81,01013F-HRTimeline
Per Stirling Capital Management, LLC.157,126$7.82M0.94%+80,03713F-HRTimeline
LexAurum Advisors, LLC155,966$7.77M1.1%+2,69213F-HRTimeline
TCP Asset Management, LLC153,377$7.64M1.36%+6,79513F-HRTimeline
Ashton Thomas Private Wealth, LLC151,101$7.52M0.2%+22,96913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC148,934$7.42M0.01%+15,11313F-HRTimelineGroup
RiverTree Advisors, LLC144,149$7.18M4.6%+40,89413F-HRTimeline
EdgeRock Capital LLC140,787$7.01M1.95%+3,39613F-HRTimeline
Clear Creek Financial Management, LLC140,391$6.99M0.61%+17,18013F-HRTimeline
EWG Elevate Inc.137,579$6.85M2.14%-66,12313F-HRTimeline
Mainsail Financial Group, LLC137,529$6.85M2.94%+9,62613F-HRTimeline
D.A. DAVIDSON & CO.135,602$6.75M0.04%+4,30213F-HRTimeline
Fairway Financial, LLC134,444$6.69M5.28%+2,01413F-HRTimeline
Entruity Wealth, LLC133,733$6.66M5.17%+7,01113F-HRTimeline
Lunt Capital Management, Inc.132,039$6.57M2.51%-2,51313F-HRTimeline
Triumph Capital Management131,094$6.53M1.76%+15,31713F-HR/ATimeline
IMA Advisory Services, Inc.130,805$6.51M0.66%+10213F-HRTimeline
Centennial Wealth Advisory LLC126,788$6.31M1.76%+43,95213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding123,201$6.13M-17,681Timeline
Summit Financial, LLC122,387$6.09M0.09%+57313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC121,927$6.07M2.55%+4,28313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED120,612$6.01M0.45%+17,02513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …116,049$5.78M0.07%+90613F-HRTimelineGroup
BostonPremier Wealth LLC115,423$5.75M2.85%+8013F-HRTimeline
Manhattan West Asset Management, LLC108,934$5.42M1.15%+31,59113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC108,503$5.4M0.06%+2,10213F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP108,243$5.39M0.76%+6,44313F-HRTimeline
WESBANCO BANK INC108,012$5.38M0.15%+14,57513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS107,432$5.35M0.01%+6,51313F-HRTimeline
Kirkwood Financial Services104,486$5.22M1.93%13F-HRTimeline
Snowden Capital Advisors LLC104,541$5.21M0.14%-34013F-HRTimeline
Independent Advisor Alliance102,157$5.09M0.13%+11,94213F-HRTimeline
CoreCap Advisors, LLC99,346$4.95M0.18%+14,15113F-HRTimeline
Coppell Advisory Solutions LLC91,463$4.55M0.48%+30,89813F-HRTimeline
James J. Burns & Company, LLC88,261$4.39M0.66%+18113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,540$4.26M<0.01%-41,81913F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …80,963$4.02M0.04%+43113F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…76,422$3.81M1.12%-5,23313F-HRTimelineGroup
Friedenthal Financial75,480$3.76M1.94%+5,42713F-HRTimeline
Continuum Advisory, LLC74,295$3.7M0.39%-6,79113F-HRTimeline
Braun-Bostich & Associates Inc.73,218$3.65M2.3%+2,08413F-HRTimeline
U.S. Capital Wealth Advisors, LLC70,610$3.52M0.09%+11,68713F-HRTimeline
Endowment Wealth Management, Inc.70,426$3.51M1.59%+16,20313F-HRTimeline
Center for Financial Planning, Inc.69,046$3.44M0.37%+4,04613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.68,647$3.42M1.12%+1,98613F-HRTimeline
Integrated Advisors Network LLC67,992$3.39M0.14%-1,40913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC66,584$3.32M3.06%-1,02313F-HRTimeline
Dominguez Wealth Management Solutions, …64,765$3.22M2.04%+49313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.63,015$3.14M0.02%+8,48613F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…59,306$2.95M2.5%+6,50913F-HRTimeline
Destiny Wealth Partners, LLC59,286$2.95M0.36%-25713F-HRTimeline
Claris Financial LLC12,636$2.87M1.63%-28,04513F-HRTimeline
Beacon Financial Advisory LLC56,389$2.81M0.65%+9,80213F-HRTimeline
TBH Global Asset Management, LLC55,798$2.78M0.54%+13,20913F-HRTimeline
VestGen Advisors, LLC55,289$2.75M0.09%-5,69213F-HRTimeline
Sigma Planning Corp54,947$2.74M0.08%-38,86813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …54,729$2.72M0.06%+1,89713F-HRTimelineGroup
CITY HOLDING CO54,206$2.7M0.34%+49113F-HRTimeline
APS Management Group, Inc.53,830$2.68M2.38%13F-HRTimeline
DAVENPORT & Co LLC52,965$2.64M0.01%+88413F-HRTimeline
Sanctuary Advisors, LLC52,745$2.63M0.02%-1,85913F-HR/ATimeline
CONDOR CAPITAL MANAGEMENT50,896$2.53M0.21%+22813F-HRTimeline
Bigelow Investment Advisors, LLC50,749$2.53M1.02%+2,39513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC49,638$2.47M0.17%+3,53613F-HRTimeline
Main Street Financial Solutions, LLC47,869$2.38M0.15%new13F-HRTimeline
Orion Porfolio Solutions, LLC47,406$2.36M0.02%+3,59613F-HRTimeline
Golden State Wealth Management, LLC47,315$2.36M0.26%+43,98513F-HRTimeline
Pine Valley Investments Ltd Liability Co47,266$2.35M0.12%+2,06713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,256$2.35M0.06%+12,01013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC46,952$2.34M0.04%+94213F-HRTimelineGroup
IHT Wealth Management, LLC46,925$2.34M0.06%-1,19413F-HRTimeline
NewEdge Wealth, LLC45,485$2.27M0.03%-1,05113F-HRTimeline
Perigon Wealth Management, LLC45,424$2.26M0.05%+6,97813F-HRTimeline
Maia Wealth LLC45,023$2.25M0.38%-4,05413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…44,411$2.21M0.37%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,780$2.13M<0.01%+4,20813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC42,372$2.11M0.02%+17013F-HRTimelineGroup
COUNTRY CLUB BANK42,169$2.1M0.12%+13613F-HRTimeline
Traction Financial Partners, LLC41,768$2.08M1.28%+1,21313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,748$2.08M<0.01%+5,89613F-HRTimelineGroup
Sowell Financial Services LLC41,544$2.07M0.08%-72513F-HRTimeline
Sovran Advisors, LLC41,212$2.06M0.18%+34,32513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC40,492$2.02M1.47%-49213F-HRTimeline
AIFG Consultants Ltd.39,614$1.97M3.48%-2,72713F-HRTimeline
Patten Group, Inc.39,438$1.96M0.38%-1,64713F-HRTimeline
Abbot Financial Management, Inc.39,419$1.96M0.84%+1,63013F-HRTimeline
Midwest Financial Group LLC38,707$1.93M0.92%+55913F-HRTimeline
Insight Inv LLC38,167$1.9M1.12%+12,39713F-HRTimeline
Ifrah Financial Services, Inc.37,523$1.87M0.48%-25813F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group37,355$1.86M0.22%+1,80513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC37,266$1.86M0.02%-30213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC37,073$1.85M0.74%+21213F-HRTimeline
AE Wealth Management LLC36,904$1.84M0.01%-8,42613F-HRTimeline
Arcadia Wealth Management, Inc.35,067$1.75M1.06%+85613F-HRTimeline
Belpointe Asset Management LLC33,496$1.67M0.06%-19,83413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC33,437$1.66M0.3%+15,99213F-HRTimeline
Elevation Capital Advisory, LLC33,364$1.66M0.66%+49513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.32,079$1.6M0.07%+2,66013F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC31,165$1.55M1.48%-55713F-HRTimeline
RFG Advisory, LLC30,902$1.54M0.03%+18,94613F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.30,022$1.49M0.53%+13,38713F-HRTimeline
KOM Wealth Management Group, LLC29,704$1.48M1.12%+1,16513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,511$1.47M<0.01%-3,46513F-HRTimeline
Chris Bulman Inc29,404$1.46M0.73%+10,99713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,990$1.44M0.09%+1,23113F-HRTimeline
J.W. COLE ADVISORS, INC.28,670$1.43M0.03%+1,57613F-HRTimeline
Maridea Wealth Management LLC28,401$1.42M0.22%+2,27413F-HRTimeline
Advisory Services Network, LLC28,468$1.42M0.02%-3,83513F-HRTimeline
Balefire, LLC28,303$1.41M0.28%+3,54513F-HRTimeline
Chicago Partners Investment Group LLC27,613$1.38M0.04%-1,50113F-HRTimeline
Prosperity Consulting Group, LLC27,300$1.36M0.07%-38013F-HRTimeline
WEDBUSH SECURITIES INC27,043$1.35M0.04%-11,17713F-HRTimeline
Perennial Investment Advisors, LLC25,624$1.28M0.11%-1,21413F-HRTimeline
Global Assets Advisory, LLC25,487$1.27M0.38%-1,09813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,317$1.26M0.07%+6,12413F-HRTimelineGroup
BARRETT & COMPANY, INC.24,673$1.23M0.42%+213F-HRTimeline
Cornell Pochily Investment Advisors, In…24,480$1.22M0.36%-3,88413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,429$1.22M0.03%+64713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC23,403$1.17M0.46%+2,10313F-HR/ATimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT23,253$1.16M0.08%+5,77813F-HRTimeline
Park Square Financial Group, LLC22,289$1.11M4.79%-16,79513F-HRTimeline