Scheda del titolo · trimestre archiviato
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43Holder monitorati
0Δ titolari
59.13MQuote detenute
$2.96BValore dichiarato
+0Nuove posizioni
−0Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario +0.1% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 14.15M | +2.5% | $707.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 14.15M | +2.5% | $707.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 11.51M | — | $575.44M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.52M | — | $276.05M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 5.52M | — | $276.05M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 4.61M | — | $230.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.07M | — | $203.30M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.07M | — | $203.30M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.07M | — | $203.30M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.87M | — | $143.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.87M | — | $143.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 2.87M | — | $143.48M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.87M | — | $143.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.87M | — | $143.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 2.38M | — | $118.98M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.79M | — | $89.45M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.79M | — | $89.45M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 1.79M | — | $89.45M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 1.45M | — | $72.69M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | First Trust Advisors Lp | 1.32M | — | $66.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 1.18M | — | $58.80M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.05M | — | $52.32M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 819.00K | — | $40.94M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 734.50K | — | $36.72M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 734.50K | — | $36.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 734.50K | — | $36.72M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 672.92K | — | $33.65M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 672.92K | — | $33.65M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 672.92K | — | $33.65M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 668.15K | — | $33.40M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 610.37K | — | $30.51M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 554.22K | — | $27.71M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 435.02K | — | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 389.91K | — | $19.49M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 382.46K | — | $19.12M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 329.45K | — | $16.47M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 329.45K | — | $16.47M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mariner, LLC | 329.45K | — | $16.47M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 314.04K | — | $15.70M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Truist Financial Corp | 241.81K | — | $12.09M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 226.40K | — | $11.32M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Focus Partners Wealth | 179.35K | — | $8.97M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Citigroup Inc | 151.58K | — | $7.58M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 133.80K | -36.8% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Captrust Financial Advisors | 115.58K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 93.23K | -45.5% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 93.23K | -45.5% | $4.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Renaissance Technologies ✦ | 45.70K | -73.1% | $2.28M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 43.80K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 31.74K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 17.40K | — | $869,646 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 17.40K | — | $869,646 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 9.91K | — | $495,551 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Creative Planning | 9.35K | — | $467,232 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 4.99K | — | $249,321 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Ameriprise Financial Inc | 4.80K | — | $242,601 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Us Bancorp \De\ | 4.23K | — | $211,560 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 4.23K | — | $211,560 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 3.55K | — | $177,536 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 3.55K | — | $177,536 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 3.55K | — | $177,536 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Blair William & Co/Il | 3.39K | — | $169,516 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 737 | — | $36,843 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bnp Paribas Financial Markets | 13 | — | $650 | 0.0% | n/c | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Nessun nuovo acquirente tracciato questo trimestre. |
Uscito
| Nessuna uscita tracciata questo trimestre. |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 439 detentori, 95.92M azioni, $4.72B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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