Security record
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43Tracked holders
+1Δ holders
66.51MShares held
$3.31BReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +5.7% ·
net new positions +2.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +1 | 66.51M | $3.31B | +3 | −2 |
| Q1 2026 | 43 | 0 | 63.38M | $3.16B | +3 | −3 |
| Q4 2025 | 43 | 0 | 59.13M | $2.96B | — | — |
| Q3 2025 | 4 | 0 | 14.36M | $715.21M | — | — |
| Q2 2025 | 2 | +1 | 447.13K | $22.03M | +1 | — |
| Q1 2025 | 1 | -1 | 324.20K | $15.94M | — | −1 |
| Q4 2024 | 2 | +1 | 238.85K | $11.62M | +1 | — |
| Q3 2024 | 1 | -1 | 155.20K | $7.67M | — | −1 |
| Q2 2024 | 2 | — | 312.74K | $15.03M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 15.75M | +2.6% | $784.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 15.75M | +2.6% | $784.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 13.75M | +11.4% | $684.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.71M | -1.3% | $284.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 5.71M | -1.3% | $284.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 4.96M | +4.8% | $247.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 4.96M | +4.8% | $247.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.28M | +4.1% | $212.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.28M | +4.1% | $212.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 4.28M | +4.1% | $212.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 3.36M | +3.6% | $167.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 3.36M | +3.6% | $167.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 3.36M | +3.6% | $167.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 3.36M | +3.6% | $167.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.36M | +3.6% | $167.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 2.74M | +7.3% | $136.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 2.11M | +12.9% | $105.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 2.03M | +1.5% | $101.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 2.03M | +1.5% | $101.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | First Trust Advisors Lp | 1.82M | +19.7% | $90.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 1.53M | +5.1% | $76.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.35M | +10.6% | $67.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 1.02M | +15.5% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 799.68K | +24.3% | $39.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 762.21K | +10.1% | $37.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 762.21K | +10.1% | $37.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 762.21K | +10.1% | $37.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 678.37K | -4.0% | $33.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 678.37K | -4.0% | $33.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Assetmark, Inc | 643.30K | -2.1% | $32.02M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 469.05K | -8.9% | $23.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 469.05K | -8.9% | $23.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cerity Partners LLC | 423.15K | -2.9% | $21.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 332.15K | +4.3% | $16.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 327.53K | +26.6% | $16.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 258.86K | +19.2% | $12.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 217.70K | +57.0% | $10.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Citigroup Inc | 215.63K | +14.0% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 183.75K | -6.3% | $9.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Jane Street Group, Llc | 169.63K | +95.1% | $8.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 137.19K | New | $6.83M | 0.0% | New | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 114.95K | +23.5% | $5.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 114.95K | +23.5% | $5.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 114.95K | +23.5% | $5.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 114.95K | +23.5% | $5.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Focus Partners Wealth | 112.57K | -14.6% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 65.71K | 0.0% | $3.27M | 0.0% | Held | 2 | SEC ↗ |
| 48 | Captrust Financial Advisors | 45.20K | -9.8% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 36.00K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 28.05K | +2.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Mariner, LLC | 26.55K | -72.8% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Mariner, LLC | 26.55K | -72.8% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 18.93K | -14.8% | $942,282 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 18.93K | -14.8% | $942,282 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Creative Planning | 12.41K | -8.6% | $617,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Quantinno Capital Management LP | 9.90K | -0.2% | $492,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 3.96K | +0.4% | $197,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 3.96K | +0.4% | $197,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 3.96K | +0.4% | $197,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Blair William & Co/Il | 3.20K | 0.0% | $159,296 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Us Bancorp \De\ | 1.84K | -29.1% | $91,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Us Bancorp \De\ | 1.84K | -29.1% | $91,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 724 | -44.8% | $36,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 724 | -44.8% | $36,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 338 | +686.0% | $16,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Allspring Global Investments… | 187 | New | $9,324 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $6.83M | 0.0% |
| Renaissance Technologies | $1.79M | 0.0% |
| Allspring Global Investments… | $9,324 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $12.74M | was 0.0% |
| Fidelity (FMR) | $10,560 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 439 holders, 95.92M shares, $4.72B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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