Skip to content

LMBS FIRST TR EXCHANGE-TRADED FD

Follow

ETF (fund)

Filings received so far for Q3 2026: 24 13F filers report a position in LMBS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Financial Enhancement Group LLC537,884$26.1M3%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC427,270$20.7M2.35%+6,80513F-HRTimeline
Prism Advisors, Inc.344,206$16.7M4.2%+27,63513F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV246,067$11.9M4.26%-175,80113F-HRTimeline
Grove Bank & Trust232,966$11.3M1.12%+13,55213F-HRTimeline
Farther Finance Advisors, LLC231,276$11.2M0.08%+45,75713F-HRTimeline
Wealth Enhancement Trust Services, Inc.221,950$10.8M1.15%+13,31013F-HRTimeline
MRA Advisory Group170,684$8.27M3.1%+22,48213F-HRTimeline
CoreCap Advisors, LLC79,251$3.84M0.11%+13,80113F-HRTimeline
Dominguez Wealth Management Solutions, …68,731$3.33M1.84%+19513F-HRTimeline
Wisconsin Wealth Advisors, LLC35,061$1.7M1.43%-10713F-HRTimeline
Balefire, LLC30,581$1.48M0.23%+86613F-HRTimeline
ATWOOD & PALMER INC27,025$1.31M0.07%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC16,747$812K0.05%+9,48113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC14,967$726K0.21%-37613F-HRTimeline
Ballew Advisors, Inc12,482$605K0.3%+10013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC5,946$288K0.19%-2,09513F-HRTimeline
TrueWealth Advisors, LLC5,122$248K0.06%+41213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,926$239K0.06%-80213F-HRTimeline
Sound Income Strategies, LLC4,437$216K0.01%-58413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,755$182K0.12%+14013F-HRTimeline
Noble Wealth Management PBC2,479$120K0.06%+20613F-HRTimeline
Go Invest LLC384$18.6K<0.01%-1613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST75$3.63K<0.01%013F-HRTimeline