证券记录 · 已归档季度
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43被追踪持有人
0Δ持有人
59.13M持有股份
$2.96B报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.1% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 439 持有人, 95.92M 股份, $4.72B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据