سجل الورقة المالية · ربع مؤرشف
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43الحاملون المتتبعون
0Δ المساهمون
63.38Mالأسهم المحتفظ بها
$3.16Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +7.2% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 15.35M | +8.5% | $764.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 15.35M | +8.5% | $764.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 12.34M | +7.2% | $614.50M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 5.78M | +4.7% | $288.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 5.78M | +4.7% | $288.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 4.74M | +2.7% | $235.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.11M | +1.0% | $204.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.11M | +1.0% | $204.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.11M | +1.0% | $204.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 3.24M | +13.0% | $161.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 3.24M | +13.0% | $161.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 3.24M | +13.0% | $161.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 3.24M | +13.0% | $161.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 3.24M | +13.0% | $161.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 2.55M | +7.2% | $127.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.00M | +11.9% | $99.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 2.00M | +11.9% | $99.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 1.87M | +28.6% | $93.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | First Trust Advisors Lp | 1.52M | +15.1% | $75.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 1.46M | +24.1% | $72.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 1.22M | +16.8% | $60.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 882.35K | +7.7% | $43.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 706.89K | -3.8% | $35.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 706.89K | -3.8% | $35.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 692.48K | +2.9% | $34.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 692.48K | +2.9% | $34.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 657.29K | +7.7% | $32.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 643.46K | +68.2% | $31.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 514.94K | -7.1% | $25.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 514.94K | -7.1% | $25.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 483.12K | +23.9% | $24.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 435.66K | +0.1% | $21.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 318.44K | +1.4% | $15.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 258.68K | +7.0% | $12.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 255.77K | +5028.8% | $12.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 217.22K | -4.0% | $10.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 196.11K | جديد | $9.77M | 0.0% | New | 1 | SEC ↗ |
| 38 | Citigroup Inc | 189.09K | +24.7% | $9.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 138.70K | +216.7% | $6.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 131.75K | -26.5% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mariner, LLC | 97.52K | -70.4% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mariner, LLC | 97.52K | -70.4% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mariner, LLC | 97.52K | -70.4% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 93.06K | -0.2% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 93.06K | -0.2% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Jane Street Group, Llc | 86.96K | -87.0% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 65.71K | جديد | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 48 | Captrust Financial Advisors | 50.09K | -56.7% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 27.49K | -13.4% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 22.21K | +27.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 22.21K | +27.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 22.21K | +27.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Creative Planning | 13.57K | +45.2% | $675,898 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 9.91K | 0.0% | $493,767 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 3.95K | +11.2% | $196,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 3.95K | +11.2% | $196,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 3.95K | +11.2% | $196,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 3.20K | -5.6% | $159,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Us Bancorp \De\ | 2.60K | -38.7% | $129,256 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 2.60K | -38.7% | $129,256 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 1.31K | +77.9% | $65,301 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 1.31K | +77.9% | $65,301 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 212 | جديد | $10,560 | 0.0% | New | 1 | SEC ↗ |
| 64 | Bnp Paribas Financial Markets | 43 | +230.8% | $2,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Fifth Third Bancorp | $9.77M | 0.0% |
| UBS AM, a distinct business… | $3.27M | 0.0% |
| Fidelity (FMR) | $10,560 | 0.0% |
تم الخروج
| Citadel Advisors | $6.69M | كان 0.0% |
| Renaissance Technologies | $2.28M | كان 0.0% |
| Ameriprise Financial Inc | $242,601 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 439 المالكون, 95.92M الأسهم, $4.72B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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