有価証券レコード · アーカイブ済み四半期
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43追跡対象保有者
0Δ保有者数
59.13M保有株数
$2.96B報告済み評価額
+0新規ポジション
−0解消銘柄
モメンタム指標（同類マネージャー）： 保有者の広がり 0.0% · 株式フロー +0.1% · 新規ネットポジション数 0.0% · 計算式
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 33.29K | $1.62M | n/a | n/a |
| 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 | 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 |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 439 保有者, 95.92M 株式数, $4.72B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。