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Disclosery

LMBS FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

440 managers (446 13F filers) reported a position in LMBS shares at 2026-03-31, 96,584,512 shares in all. 43 filers opened a position and 31 filers sold out during the quarter.

Managers
440
13F filers
446
New
43
Added
218
Reduced
140
Sold out
31
Shares held by filers
96,584,512

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY15,352,826$765M0.05%+1,202,22913F-HRTimelineGroup
LPL Financial LLC12,336,806$614M0.16%+825,74313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,782,914$288M0.06%+260,89413F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding4,801,901$239M+190,261Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,106,569$205M0.06%+39,83313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,242,866$162M0.03%+372,72513F-HRTimelineGroup
Cetera Investment Advisers2,551,727$127M0.14%+171,64813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,001,550$99.7M0.01%+212,25813F-HRTimelineGroup
HighTower Advisors, LLC1,870,625$93.2M0.1%+416,47913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,520,880$75.8M0.05%+199,42613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,459,799$72.7M0.1%+283,48113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,424,840$71M0.77%+217,01613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,222,253$60.9M0.04%+175,63913F-HRTimelineGroup
Berger Financial Group, Inc1,127,689$56.2M3.15%+72,76013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,020,047$50.8M+57,388Timeline
Clearwater Capital Advisors, LLC909,130$45.3M3.65%+56,51313F-HRTimeline
Harvest Investment Services, LLC895,651$44.6M8.16%+155,27513F-HRTimeline
Csenge Advisory Group833,477$41.5M1.9%+12,32613F-HRTimeline
Cambridge Investment Research Advisors,…740,868$36.9M0.1%+185,32913F-HRTimeline
HARBOUR INVESTMENTS, INC.730,620$36.4M0.56%+201,71713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP706,891$35.2M0.03%-27,60813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.692,483$34.5M0.05%+19,56213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding666,250$33.2M+18,493Timeline
ASSETMARK, INCin group ASSETMARK, INC657,287$32.7M0.07%+46,91513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP643,464$31.9M0.02%+261,00513F-HRTimelineGroup
Aaron Wealth Advisors LLC610,228$30.4M1.76%+151,89013F-HRTimeline
Private Advisor Group, LLC584,447$29.1M0.14%+39,46613F-HRTimeline
Trilogy Capital Inc.558,041$27.8M1.24%+67,26413F-HRTimeline
Prospera Financial Services Inc536,683$26.7M0.43%+102,11413F-HRTimeline
Heck Capital Advisors, LLC528,378$26.3M1.95%-2,80913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.514,944$25.6M0.04%-39,27413F-HRTimelineGroup
CWM, LLCin group CWM, LLC483,115$24.1M0.06%+93,20213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management452,617$22.5M0.26%-10013F-HRTimelineGroup
Integrated Wealth Concepts LLC447,057$22.3M0.18%+125,46713F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV437,090$21.8M8.07%+14,91713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC435,659$21.7M0.03%+64313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC434,819$21.7M2.85%+13,89213F-HRTimeline
Vestmark Advisory Solutions, Inc.416,967$20.8M0.23%-143,94613F-HRTimeline
&PARTNERS397,684$19.8M0.1%-5,72713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC395,648$19.7M2.46%-12,69213F-HRTimeline
NewEdge Advisors, LLC389,763$19.4M0.07%+68,75313F-HR/ATimeline
W1M Asset Management Ltd379,432$18.9M0.21%+16,63313F-HRTimeline
Independent Advisor Alliance374,703$18.7M0.2%+266,55013F-HRTimeline
Carrera Capital Advisors354,019$17.6M2.72%+164,46313F-HRTimeline
American Financial Advisors, LLC343,764$17.1M2.28%-91213F-HRTimeline
TL Private Wealth337,106$16.9M6.65%+4,30613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…318,440$15.9M0.03%+4,40113F-HRTimelineGroup
Clear Creek Financial Management, LLC316,302$15.8M1.21%+22,35313F-HRTimeline
Fairvoy Private Wealth, LLC315,355$15.7M3.75%+16,78513F-HRTimeline
TD Capital Management LLC314,942$15.7M1.41%+7,57513F-HRTimeline
Prism Advisors, Inc.311,459$15.5M4.14%+6,06513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding307,824$15.3M-69,289Timeline
Obermeyer Wealth Partners304,752$15.2M0.7%-20,32213F-HRTimeline
IFP Advisors, Inc295,168$14.7M0.3%-11,74913F-HRTimeline
Commonwealth Financial Services, LLC294,031$14.6M2.32%+289,98213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC291,821$14.5M0.49%-11,33213F-HRTimeline
Secure Asset Management, LLC278,055$13.8M2.19%+25,43513F-HRTimeline
Weitzel Financial Services, Inc.263,945$13M4.91%+13,81613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP258,680$12.9M0.02%+16,87113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV255,771$12.7M0.02%+250,78413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC252,406$12.6M3.32%+28,97513F-HRTimeline
Centennial Wealth Advisory LLC250,985$12.5M3.03%+119,19513F-HRTimeline
Carter Financial, LLC238,837$11.9M10.35%+31,03913F-HRTimeline
Foundations Investment Advisors, LLC238,633$11.9M0.15%-5,53113F-HRTimeline
Per Stirling Capital Management, LLC.234,889$11.7M1.29%+66,41413F-HRTimeline
Geneos Wealth Management Inc.234,206$11.7M0.27%+36,10613F-HRTimeline
Redhawk Wealth Advisors, Inc.227,836$11.3M1.25%+23,10213F-HRTimeline
PFS Partners, LLC224,890$11.2M5.13%+5,05813F-HRTimeline
MML INVESTORS SERVICES, LLC217,225$10.8M0.03%-9,17713F-HRTimeline
Grove Bank & Trust208,437$10.4M1.17%+11,72713F-HRTimeline
WESBANCO BANK INC206,776$10.3M0.29%+67,76513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…196,111$9.77M0.02%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC193,738$9.65M4.83%+2,47113F-HRTimeline
Wealth Enhancement Trust Services, Inc.190,090$9.47M1.15%+15,29313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC189,086$9.42M0.01%+37,50513F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC187,009$9.31M0.22%-149,06713F-HRTimeline
Darwin Wealth Management, LLC186,130$9.27M2.89%+11,66913F-HRTimeline
Farther Finance Advisors, LLC184,855$9.21M0.09%+67,25013F-HRTimeline
LexAurum Advisors, LLC184,095$9.17M1.19%13F-HRTimeline
Janney Montgomery Scott LLC182,012$9.07M0.02%+8,85413F-HRTimeline
Ashton Thomas Private Wealth, LLC178,790$8.91M0.21%+12,41113F-HRTimeline
D.A. DAVIDSON & CO.177,725$8.85M0.05%+39,61913F-HRTimeline
TCP Asset Management, LLC172,500$8.59M1.1%+4,90913F-HRTimeline
Mutual Advisors, LLC169,216$8.43M0.18%+16,43113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…162,743$8.11M0.1%-195,84813F-HRTimelineGroup
Mainsail Financial Group, LLC154,233$7.68M3.2%+9,13813F-HRTimeline
Gateway Wealth Partners, LLC152,991$7.62M0.3%+69,48813F-HRTimeline
MRA Advisory Group145,652$7.25M2.96%-87,18213F-HRTimeline
EdgeRock Capital LLC144,182$7.18M1.94%-2713F-HRTimeline
IMA Advisory Services, Inc.142,243$7.09M0.69%+3,20113F-HRTimeline
Fairway Financial, LLC142,132$7.08M5.38%+2,61213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …142,060$7.08M0.09%+45,12213F-HRTimelineGroup
MGO ONE SEVEN LLC140,622$7M0.14%+19,26313F-HRTimeline
Triumph Capital Management140,247$6.99M1.42%+4,10513F-HRTimeline
RiverTree Advisors, LLC139,931$6.97M4.41%-30,78113F-HRTimeline
Lunt Capital Management, Inc.139,471$6.95M2.67%+11,01513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…138,702$6.91M0.01%+94,90013F-HRTimelineGroup
Snowden Capital Advisors LLC131,988$6.57M0.17%+10,29613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth131,752$6.56M0.01%-47,59613F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC131,140$6.53M2.06%-42713F-HRTimeline
Avior Wealth Management, LLC124,666$6.21M0.18%new13F-HRTimeline
Sovran Advisors, LLC122,572$6.11M0.48%+18,54913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP120,305$5.99M0.83%+9,25913F-HRTimeline
RFG Advisory, LLC120,237$5.99M0.11%+69,39213F-HRTimeline
Summit Financial, LLC119,024$5.93M0.08%+23113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding118,512$5.9M+448Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.116,735$5.84M0.04%+42,83813F-HRTimelineGroup
Kirkwood Financial Services115,856$5.79M1.98%+87113F-HRTimeline
Heartland Bank & Trust Co113,616$5.66M1.28%new13F-HRTimeline
Petix & Botte Co106,754$5.32M1.18%-119,28813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…100,590$5.01M0.01%-1,71713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC97,976$4.88M0.12%+88,64013F-HRTimeline
Mariner, LLCin group Mariner, LLC97,516$4.86M0.01%-231,93013F-HRTimelineGroup
WEDBUSH SECURITIES INC95,372$4.75M0.14%-2,77413F-HRTimeline
Wilkerson Advisory Group LLC95,029$4.73M1.63%+3,22713F-HRTimeline
James J. Burns & Company, LLC93,770$4.67M0.63%+3,63513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93,060$4.63M<0.01%-16613F-HR/ATimelineGroup
Ferguson Shapiro LLC90,590$4.51M1.37%+5,19413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…88,281$4.4M0.13%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,963$4.33M<0.01%-581,19013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…85,015$4.23M1.17%+6,76513F-HRTimelineGroup
Friedenthal Financial84,162$4.19M2.11%-81,02413F-HRTimeline
Cornerstone Financial Management LLC81,307$4.05M3.71%+4,95213F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …80,919$4.03M0.03%-1,45513F-HRTimelineGroup
Braun-Bostich & Associates Inc.76,862$3.83M2.4%+2,72113F-HRTimeline
Claris Financial LLC74,544$3.71M2.03%+5,12513F-HRTimeline
Manhattan West Asset Management, LLC73,615$3.67M0.72%-37,91413F-HRTimeline
Continuum Advisory, LLC73,108$3.64M0.35%-21613F-HRTimeline
Western Wealth Management, LLC72,629$3.62M0.14%+62,43613F-HR/ATimeline
Sigma Planning Corp71,458$3.56M0.1%+3,41413F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…68,646$3.42M2.3%+1,41013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC68,256$3.4M3.01%+1,08713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.68,011$3.39M1.06%+70013F-HRTimeline
Entruity Wealth, LLC67,864$3.38M2.29%-1,24813F-HRTimeline
Center for Financial Planning, Inc.66,511$3.31M0.35%+54013F-HRTimeline
Dominguez Wealth Management Solutions, …65,855$3.28M1.99%+1,06213F-HRTimeline
Arax Advisory Partners64,360$3.21M0.09%-3,28313F-HRTimeline
Premier Private Wealth Management LLC63,570$3.17M3.34%new13F-HRTimeline
Hidden Cove Wealth Management, LLC63,435$3.16M2.03%+51,29413F-HRTimeline
CoreCap Advisors, LLC63,103$3.14M0.11%-45,55713F-HRTimeline
CONDOR CAPITAL MANAGEMENT62,696$3.12M0.26%+10,43913F-HRTimeline
National Wealth Management Group, LLC62,542$3.12M1.16%+22713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC60,732$3.03M0.03%-74,07213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …60,430$3.01M0.06%+5,14113F-HRTimelineGroup
Endowment Wealth Management, Inc.58,227$2.9M1.28%+10,80613F-HRTimeline
Main Street Financial Solutions, LLC57,259$2.85M0.21%+6,96913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED57,167$2.85M0.21%-61,64913F-HRTimeline
APS Management Group, Inc.55,945$2.79M2.38%-613F-HRTimeline
CITY HOLDING CO55,435$2.76M0.35%+64713F-HRTimeline
TBH Global Asset Management, LLC54,376$2.74M0.55%-8,71813F-HRTimeline
Abbot Financial Management, Inc.54,031$2.69M1.14%+1,98813F-HRTimeline
Golden State Wealth Management, LLC53,546$2.67M0.29%+5,01313F-HRTimeline
Steward Partners Investment Advisory, L…53,289$2.65M0.01%-18,71713F-HRTimeline
Pine Valley Investments Ltd Liability Co53,279$2.65M0.13%+5,99513F-HRTimeline
Destiny Wealth Partners, LLC53,191$2.65M0.29%-2,32113F-HRTimeline
Stenger Family Office, LLC53,103$2.65M0.47%new13F-HRTimeline
Atria Investments, Inc53,036$2.64M0.03%-223,84713F-HRTimeline
Insight Inv LLC52,133$2.6M1.42%+4,90113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC51,895$2.58M0.06%+14,16713F-HR/ATimeline
MARINO, STRAM & ASSOCIATES LLC51,512$2.57M0.46%+2,09413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,091$2.5M<0.01%-65,49213F-HRTimeline
DAVENPORT & Co LLC49,563$2.47M0.01%-7713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,982$2.44M0.02%+15,64013F-HRTimelineGroup
Capital Investment Advisory Services, L…48,405$2.41M0.18%+37,82713F-HRTimeline
Sanctuary Advisors, LLC47,689$2.38M0.01%+31813F-HRTimeline
Independent Wealth Network Inc.45,879$2.29M0.68%new13F-HRTimeline
Maridea Wealth Management LLC45,819$2.28M0.33%+11,27613F-HRTimeline
IHT Wealth Management, LLC45,787$2.28M0.05%+1,27713F-HRTimeline
VestGen Advisors, LLC45,632$2.28M0.06%-3,15913F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding45,704$2.28M+22,187Timeline
Bigelow Investment Advisors, LLC45,609$2.27M0.91%-3,76113F-HRTimeline
KOM Wealth Management Group, LLC45,500$2.27M1.55%+15,04313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT45,458$2.26M0.15%+9,20513F-HRTimeline
Traction Financial Partners, LLC43,927$2.19M1.35%-3,90113F-HRTimeline
Plus Group Wealth Advisors LLC43,778$2.18M2.4%+65913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.43,438$2.16M0.62%new13F-HRTimeline
Perigon Wealth Management, LLC42,149$2.1M0.04%+2,50213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA40,247$2M0.06%-1,76013F-HRTimelineGroup
Patten Group, Inc.39,293$1.96M0.34%+1,13413F-HRTimeline
Kovack Advisors, Inc.39,251$1.96M0.1%+9,15113F-HRTimeline
NewEdge Wealth, LLC38,847$1.93M0.02%-6,31213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…38,759$1.93M0.15%+17,22613F-HRTimelineGroup
Chris Bulman Inc38,556$1.92M0.84%+2,40713F-HRTimeline
Maia Wealth LLC38,390$1.91M0.32%-1,06213F-HRTimeline
ProCore Advisors, LLC37,719$1.88M2.88%+15,81013F-HRTimeline
IFC & Insurance Marketing, Inc.37,545$1.87M1.95%+8,17113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC37,145$1.85M1.3%-99713F-HRTimeline
Ifrah Financial Services, Inc.37,068$1.85M0.49%-1,59713F-HRTimeline
Center For Asset Management LLC36,988$1.84M0.92%+5,88213F-HRTimeline
Midwest Financial Group LLC36,944$1.84M0.78%+6013F-HRTimeline
Gladstone Institutional Advisory LLC36,601$1.82M0.07%+8,72113F-HRTimeline
Beacon Financial Advisory LLC36,264$1.81M0.41%-28,71113F-HRTimeline
Balefire, LLC35,408$1.76M0.33%+1,27813F-HRTimeline
Wisconsin Wealth Advisors, LLC35,258$1.76M1.73%+2,49313F-HRTimeline
Wagner Wealth Management, Corp34,564$1.72M1.55%-7,58913F-HRTimeline
Prime Capital Investment Advisors, LLC33,692$1.68M0.02%-2,58913F-HRTimeline
Belpointe Asset Management LLC33,683$1.68M0.06%+1,09513F-HRTimeline
CARLSON FINANCIAL, INC.33,366$1.66M0.98%-39713F-HRTimeline
Arcadia Wealth Management, Inc.33,106$1.65M0.89%-1,40013F-HRTimeline
IMG Wealth Management, Inc.32,586$1.62M1.03%+32,53013F-HRTimeline