Security record · archived quarter
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43Tracked holders
0Δ holders
59.13MShares held
$2.96BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 33.29K | $1.62M | n/a | n/a |
| Q2 2026 | 42 | +1 | 64.40M | $3.21B | +3 | −3 |
| Q1 2026 | 43 | 0 | 63.38M | $3.16B | +3 | −3 |
| Q4 2025 | 43 | 0 | 59.13M | $2.96B | n/a | n/a |
| Q3 2025 | 4 | 0 | 14.36M | $715.21M | n/a | n/a |
| Q2 2025 | 2 | +1 | 447.13K | $22.03M | +1 | n/a |
| Q1 2025 | 1 | -1 | 324.20K | $15.94M | n/a | −1 |
| Q4 2024 | 2 | +1 | 238.85K | $11.62M | +1 | n/a |
| Q3 2024 | 1 | -1 | 155.20K | $7.67M | n/a | −1 |
| Q2 2024 | 2 | n/a | 312.74K | $15.03M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 14.15M | +2.5% | $707.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 11.51M | n/a | $575.44M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 5.52M | n/a | $276.05M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 4.61M | n/a | $230.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 4.07M | n/a | $203.30M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 2.87M | n/a | $143.48M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Cetera Investment Advisers | 2.38M | n/a | $118.98M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.79M | n/a | $89.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | HighTower Advisors, LLC | 1.45M | n/a | $72.69M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | First Trust Advisors Lp | 1.32M | n/a | $66.06M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 1.18M | n/a | $58.80M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.05M | n/a | $52.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 819.00K | n/a | $40.94M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 734.50K | n/a | $36.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 672.92K | n/a | $33.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Jane Street Group, Llc | 668.15K | n/a | $33.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 610.37K | n/a | $30.51M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 554.22K | n/a | $27.71M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 435.02K | n/a | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 389.91K | n/a | $19.49M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 382.46K | n/a | $19.12M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 329.45K | n/a | $16.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Rockefeller Capital Management L.P. | 314.04K | n/a | $15.70M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 241.81K | n/a | $12.09M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 226.40K | n/a | $11.32M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 179.35K | n/a | $8.97M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 151.58K | n/a | $7.58M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 133.80K | -36.8% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 115.58K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 93.23K | -45.5% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Renaissance Technologies ✦ | 45.70K | -73.1% | $2.28M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 43.80K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 31.74K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 17.40K | n/a | $869,646 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Quantinno Capital Management LP | 9.91K | n/a | $495,551 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 9.35K | n/a | $467,232 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 4.99K | n/a | $249,321 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 4.80K | n/a | $242,601 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 4.23K | n/a | $211,560 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 3.55K | n/a | $177,536 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Blair William & Co/Il | 3.39K | n/a | $169,516 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 737 | n/a | $36,843 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 13 | n/a | $650 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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