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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

429 managers (433 13F filers) reported a position in LMBS shares at 2025-12-31, 90,164,085 shares in all. 37 filers opened a position and 20 filers sold out during the quarter.

Managers
429
13F filers
433
New
37
Added
190
Reduced
146
Sold out
20
Shares held by filers
90,164,085

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY14,150,597$707M0.04%+338,74113F-HR/ATimelineGroup
LPL Financial LLC11,511,063$575M0.16%-99,54913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,522,020$276M0.05%+87,62613F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,611,640$231M0.05%-18,51213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,066,736$203M0.06%+256,31813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,870,141$143M0.03%+199,48613F-HRTimelineGroup
Cetera Investment Advisers2,380,079$119M0.13%-61,21113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,789,292$89.4M0.01%-88,02613F-HRTimelineGroup
HighTower Advisors, LLC1,454,146$72.7M0.08%+709,69313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,321,454$66.1M0.05%+88,83913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,207,824$60.4M0.69%+382,94113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,176,318$58.8M0.08%+152,23413F-HRTimeline
Berger Financial Group, Inc1,054,929$52.7M3.06%+43,18813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,046,614$52.3M0.03%+188,52213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding962,659$48.1M-198,343Timeline
Clearwater Capital Advisors, LLC852,617$42.6M3.55%+45,66413F-HRTimeline
Csenge Advisory Group821,151$41M1.86%+53,04713F-HRTimeline
Harvest Investment Services, LLC740,376$37M6.98%+319,46713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP734,499$36.7M0.03%+24,57213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.672,921$33.6M0.05%-199,77313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC668,153$33.4M0.04%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding647,757$32.4M+84,296Timeline
ASSETMARK, INCin group ASSETMARK, INC610,372$30.5M0.06%+312,85013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.560,913$28M0.38%-44,44713F-HRTimeline
Cambridge Investment Research Advisors,…555,539$27.8M0.07%+19,28913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.554,218$27.7M0.04%+13,48613F-HRTimelineGroup
Private Advisor Group, LLC544,981$27.2M0.13%+258,64213F-HRTimeline
Heck Capital Advisors, LLC531,187$26.6M1.98%+41,14413F-HRTimeline
HARBOUR INVESTMENTS, INC.528,903$26.4M0.54%+45,30313F-HRTimeline
Trilogy Capital Inc.490,777$24.5M1.1%+2,70813F-HRTimeline
Aaron Wealth Advisors LLC458,338$22.9M1.27%+108,21213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management452,717$22.6M0.26%+18,57613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC435,016$21.7M0.03%+3,10513F-HRTimelineGroup
Prospera Financial Services Inc434,569$21.7M0.36%-16,30913F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV422,173$21.1M7.82%+14,74213F-HRTimeline
Walkner Condon Financial Advisors LLC420,927$21M2.92%+80,54313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC408,340$20.4M2.5%-16,29813F-HRTimeline
&PARTNERS403,411$20.2M0.11%+19,00413F-HRTimeline
CWM, LLCin group CWM, LLC389,913$19.5M0.05%+46,80113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP382,459$19.1M0.01%+135,08113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding377,113$18.9M+113,199Timeline
W1M Asset Management Ltd362,799$18.1M0.19%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…358,591$17.9M0.22%+9,55513F-HRTimelineGroup
American Financial Advisors, LLC344,676$17.2M2.22%+7,22713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC336,076$16.8M0.81%-113,32913F-HRTimeline
TL Private Wealth332,800$16.7M6.43%+4,43613F-HR/ATimeline
Mariner, LLCin group Mariner, LLC329,446$16.5M0.02%+63,05613F-HRTimelineGroup
Obermeyer Wealth Partners325,074$16.3M0.74%+18,98013F-HRTimeline
Integrated Wealth Concepts LLC321,590$16.1M0.19%-44,46613F-HRTimeline
NewEdge Advisors, LLC321,010$16M0.06%+14,90613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…314,039$15.7M0.03%+59,37113F-HR/ATimelineGroup
TD Capital Management LLC307,367$15.4M1.36%+1,35113F-HRTimeline
IFP Advisors, Inc306,917$15.3M0.34%+32,78513F-HRTimeline
Prism Advisors, Inc.305,394$15.3M4.07%+28,88613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC303,153$15.2M0.5%-23,61613F-HRTimeline
Fairvoy Private Wealth, LLC298,570$14.9M3.34%+4,65813F-HRTimeline
Clear Creek Financial Management, LLC293,949$14.7M1.2%+153,55813F-HRTimeline
Long Run Wealth Advisors, LLC279,354$14M2.63%+8,66813F-HRTimeline
Atria Investments, Inc276,883$13.8M0.16%-2,50713F-HRTimeline
Secure Asset Management, LLC252,620$12.6M1.99%+11,89613F-HRTimeline
Weitzel Financial Services, Inc.250,129$12.5M4.84%+7,39913F-HRTimeline
Foundations Investment Advisors, LLC244,164$12.2M0.16%-1,76713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP241,809$12.1M0.02%-5,03913F-HRTimelineGroup
MRA Advisory Group232,834$11.6M4.89%+8,91613F-HRTimeline
MML INVESTORS SERVICES, LLC226,402$11.3M0.03%+7,46413F-HRTimeline
Petix & Botte Co226,042$11.3M2.56%-34,72913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC223,431$11.2M3.11%+27,23213F-HRTimeline
PFS Partners, LLC219,832$11M5.04%+3,81113F-HRTimeline
Carter Financial, LLC207,798$10.4M9.17%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC205,922$10.3M0.18%+181,49313F-HR/ATimeline
Redhawk Wealth Advisors, Inc.204,734$10.2M1.15%+2,87713F-HRTimeline
Geneos Wealth Management Inc.198,100$9.9M0.24%-109,69013F-HRTimeline
Grove Bank & Trust196,710$9.83M1.11%+8,69613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC191,267$9.56M3.09%-1,24213F-HRTimeline
Carrera Capital Advisors189,556$9.48M1.59%+182,12313F-HRTimeline
COMERICA BANK187,988$9.4M0.04%-3,96313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth179,348$8.97M0.01%-13913F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.174,797$8.74M1.1%13F-HRTimeline
Darwin Wealth Management, LLC174,461$8.72M2.71%+1,42913F-HRTimeline
Janney Montgomery Scott LLC173,158$8.66M0.02%-42,34813F-HRTimeline
RiverTree Advisors, LLC170,712$8.53M5.44%+26,56313F-HRTimeline
Per Stirling Capital Management, LLC.168,475$8.42M0.95%+11,34913F-HRTimeline
TCP Asset Management, LLC167,591$8.38M1.41%+14,21413F-HRTimeline
Ashton Thomas Private Wealth, LLC166,379$8.32M0.2%+15,27813F-HRTimeline
Friedenthal Financial165,186$8.26M4.26%+89,70613F-HRTimeline
Mutual Advisors, LLC152,785$7.64M0.16%-49,85013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC151,581$7.58M0.01%+2,64713F-HRTimelineGroup
Mainsail Financial Group, LLC145,095$7.25M3.02%+7,56613F-HRTimeline
EdgeRock Capital LLC144,209$7.21M1.92%+3,42213F-HRTimeline
Fairway Financial, LLC139,520$6.97M5.26%+5,07613F-HRTimeline
IMA Advisory Services, Inc.139,042$6.95M0.67%+8,23713F-HRTimeline
WESBANCO BANK INC139,011$6.95M0.19%+30,99913F-HRTimeline
D.A. DAVIDSON & CO.138,106$6.9M0.04%+2,50413F-HRTimeline
Triumph Capital Management136,142$6.81M1.47%+5,04813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC134,804$6.74M0.07%+26,30113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC133,802$6.69M<0.01%-77,98313F-HRTimelineGroup
Centennial Wealth Advisory LLC131,790$6.59M1.74%+5,00213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC131,567$6.58M2.04%+9,64013F-HRTimeline
Lunt Capital Management, Inc.128,456$6.42M2.41%-3,58313F-HRTimeline
Snowden Capital Advisors LLC121,692$6.08M0.16%+17,15113F-HRTimeline
MGO ONE SEVEN LLC121,359$6.07M0.12%+115,50213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED118,816$5.95M0.4%-1,79613F-HRTimeline
Summit Financial, LLC118,793$5.94M0.09%-3,59413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding118,064$5.9M-5,137Timeline
Farther Finance Advisors, LLC117,605$5.88M0.06%+112,75713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS115,583$5.78M0.01%+8,15113F-HRTimeline
Kirkwood Financial Services114,985$5.76M2.02%+10,49913F-HRTimeline
Manhattan West Asset Management, LLC111,529$5.58M1.14%+2,59513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP111,046$5.55M0.75%+2,80313F-HRTimeline
CoreCap Advisors, LLC108,660$5.43M0.19%+9,31413F-HRTimeline
Independent Advisor Alliance108,153$5.41M0.13%+5,99613F-HRTimeline
Sovran Advisors, LLC104,023$5.23M0.44%+62,81113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…102,307$5.12M0.01%+60,55913F-HRTimelineGroup
WEDBUSH SECURITIES INC98,146$4.91M0.14%+71,10313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …96,938$4.85M0.07%-19,11113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93,226$4.66M<0.01%+7,68613F-HRTimelineGroup
Wilkerson Advisory Group LLC91,802$4.59M1.62%13F-HRTimeline
Coppell Advisory Solutions LLC90,743$4.54M0.45%-72013F-HRTimeline
James J. Burns & Company, LLC90,135$4.51M0.62%+1,87413F-HRTimeline
Ferguson Shapiro LLC85,396$4.27M1.31%new13F-HRTimeline
Gateway Wealth Partners, LLC83,503$4.17M0.46%+65,24213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …82,374$4.12M0.04%+1,41113F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…78,250$3.91M1.23%+1,82813F-HRTimelineGroup
Cornerstone Financial Management LLC76,355$3.82M3.58%13F-HR/ATimeline
Braun-Bostich & Associates Inc.74,141$3.71M2.29%+92313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.73,897$3.69M0.03%+10,88213F-HRTimelineGroup
Continuum Advisory, LLC73,324$3.67M0.37%-97113F-HRTimeline
Steward Partners Investment Advisory, L…72,006$3.6M0.02%-156,80013F-HRTimeline
Claris Financial LLC69,419$3.47M1.85%+56,78313F-HRTimeline
Entruity Wealth, LLC69,112$3.45M2.46%-64,62113F-HRTimeline
Sigma Planning Corp68,044$3.4M0.09%+13,09713F-HRTimeline
Arax Advisory Partners67,643$3.38M0.1%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.67,311$3.36M1.07%-1,33613F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…67,236$3.36M2.37%+7,93013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC67,169$3.36M3.02%+58513F-HRTimeline
Center for Financial Planning, Inc.65,971$3.3M0.34%-3,07513F-HRTimeline
Beacon Financial Advisory LLC64,975$3.25M0.75%+8,58613F-HRTimeline
Dominguez Wealth Management Solutions, …64,793$3.24M1.98%+2813F-HRTimeline
TBH Global Asset Management, LLC63,094$3.15M0.53%+7,29613F-HRTimeline
National Wealth Management Group, LLC62,315$3.12M1.08%+45,20213F-HRTimeline
APS Management Group, Inc.55,951$2.8M2.39%+2,12113F-HRTimeline
Destiny Wealth Partners, LLC55,512$2.78M0.32%-3,77413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …55,289$2.76M0.05%+56013F-HRTimelineGroup
CITY HOLDING CO54,788$2.74M0.34%+58213F-HRTimeline
CONDOR CAPITAL MANAGEMENT52,257$2.61M0.21%+1,36113F-HRTimeline
Abbot Financial Management, Inc.52,043$2.6M1.08%+12,62413F-HRTimeline
OLD MISSION CAPITAL LLC51,136$2.56M0.1%new13F-HRTimeline
RFG Advisory, LLC50,845$2.54M0.05%+19,94313F-HRTimeline
Main Street Financial Solutions, LLC50,290$2.51M0.19%+2,42113F-HRTimeline
DAVENPORT & Co LLC49,640$2.48M0.01%-3,32513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC49,418$2.47M0.45%+15,98113F-HRTimeline
Bigelow Investment Advisors, LLC49,370$2.47M0.96%-1,37913F-HRTimeline
VestGen Advisors, LLC48,791$2.44M0.1%-6,49813F-HRTimeline
Golden State Wealth Management, LLC48,533$2.43M0.26%+1,21813F-HRTimeline
Traction Financial Partners, LLC47,828$2.39M1.42%+6,06013F-HRTimeline
Endowment Wealth Management, Inc.47,421$2.37M1.09%-23,00513F-HRTimeline
Sanctuary Advisors, LLC47,371$2.37M0.01%-5,37413F-HRTimeline
Pine Valley Investments Ltd Liability Co47,284$2.36M0.12%+1813F-HRTimeline
Insight Inv LLC47,232$2.36M1.32%+9,06513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC45,700$2.28M<0.01%-124,09013F-HRTimeline
NewEdge Wealth, LLC45,159$2.26M0.03%-32613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC44,757$2.24M0.04%-2,19513F-HRTimelineGroup
IHT Wealth Management, LLC44,510$2.23M0.05%-2,41513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,802$2.19M<0.01%new13F-HRTimelineGroup
Plus Group Wealth Advisors LLC43,119$2.16M2.39%13F-HRTimeline
Wagner Wealth Management, Corp42,153$2.11M2.08%13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA42,007$2.1M0.06%new13F-HRTimelineGroup
Maia Wealth LLC39,452$1.99M0.34%-5,57113F-HRTimeline
Perigon Wealth Management, LLC39,647$1.98M0.04%-5,77713F-HRTimeline
Ifrah Financial Services, Inc.38,665$1.93M0.5%+1,14213F-HRTimeline
Patten Group, Inc.38,159$1.91M0.35%-1,27913F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC38,142$1.91M1.36%-2,35013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,728$1.89M0.04%-9,52813F-HRTimeline
Midwest Financial Group LLC36,884$1.84M0.81%-1,82313F-HRTimeline
Prime Capital Investment Advisors, LLC36,281$1.81M0.02%-98513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT36,253$1.81M0.11%+13,00013F-HRTimeline
Chris Bulman Inc36,149$1.81M0.8%+6,74513F-HRTimeline
Maridea Wealth Management LLC34,543$1.73M0.26%+6,14213F-HRTimeline
Arcadia Wealth Management, Inc.34,506$1.72M0.99%-56113F-HRTimeline
Balefire, LLC34,130$1.71M0.33%+5,82713F-HRTimeline
CARLSON FINANCIAL, INC.33,763$1.69M0.98%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,342$1.67M0.01%-9,03013F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC32,765$1.64M1.61%+1,60013F-HRTimeline
Kingsview Wealth Management, LLC32,678$1.63M0.02%-149,03513F-HRTimeline
Belpointe Asset Management LLC32,588$1.63M0.06%-90813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,740$1.58M<0.01%+2,22913F-HRTimeline
Center For Asset Management LLC31,106$1.56M0.81%new13F-HRTimeline
ATWOOD & PALMER INC30,825$1.54M0.09%+14,22013F-HRTimeline
KOM Wealth Management Group, LLC30,457$1.52M1.08%+75313F-HRTimeline
Kovack Advisors, Inc.30,100$1.5M0.07%new13F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.29,976$1.5M0.07%-2,10313F-HRTimelineGroup
True Blue Financial, LLC29,784$1.49M1.23%13F-HRTimeline
TrueWealth Financial Partners29,784$1.49M1.23%new13F-HRTimeline
IFC & Insurance Marketing, Inc.29,374$1.47M1.46%13F-HRTimeline
J.W. COLE ADVISORS, INC.28,808$1.44M0.03%+13813F-HRTimeline
AIFG Consultants Ltd.28,429$1.42M2.44%-11,18513F-HRTimeline
Gladstone Institutional Advisory LLC27,880$1.39M0.05%+10,12113F-HRTimeline
Chicago Partners Investment Group LLC27,551$1.38M0.03%-6213F-HRTimeline
Advisory Services Network, LLC26,863$1.34M0.02%-1,60513F-HRTimeline
Elevation Capital Advisory, LLC26,213$1.31M0.54%-7,15113F-HRTimeline