Security record · archived quarter
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43Tracked holders
0Δ holders
63.38MShares held
$3.16BReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 33.29K | $1.62M | n/a | −1 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 15.35M | +8.5% | $764.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 12.34M | +7.2% | $614.50M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 5.78M | +4.7% | $288.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 4.74M | +2.7% | $235.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 4.11M | +1.0% | $204.55M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 3.24M | +13.0% | $161.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Cetera Investment Advisers | 2.55M | +7.2% | $127.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 2.00M | +11.9% | $99.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 1.87M | +28.6% | $93.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | First Trust Advisors Lp | 1.52M | +15.1% | $75.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 1.46M | +24.1% | $72.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.22M | +16.8% | $60.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 882.35K | +7.7% | $43.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 706.89K | -3.8% | $35.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 692.48K | +2.9% | $34.50M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Assetmark, Inc | 657.29K | +7.7% | $32.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 643.46K | +68.2% | $31.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 514.94K | -7.1% | $25.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 483.12K | +23.9% | $24.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 435.66K | +0.1% | $21.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 318.44K | +1.4% | $15.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 258.68K | +7.0% | $12.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 255.77K | +5028.8% | $12.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 217.22K | -4.0% | $10.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 196.11K | New | $9.77M | 0.0% | New | 1 | SEC ↗ |
| 26 | Citigroup Inc | 189.09K | +24.7% | $9.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 138.70K | +216.7% | $6.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 131.75K | -26.5% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 97.52K | -70.4% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | JPMorgan Chase ✦ | 93.06K | -0.2% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Jane Street Group, Llc | 86.96K | -87.0% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 65.71K | New | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 50.09K | -56.7% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 27.49K | -13.4% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 22.21K | +27.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Creative Planning | 13.57K | +45.2% | $675,898 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 9.91K | 0.0% | $493,767 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.95K | +11.2% | $196,765 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Blair William & Co/Il | 3.20K | -5.6% | $159,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 2.60K | -38.7% | $129,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Bank Of Montreal /Can/ | 1.31K | +77.9% | $65,301 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Fidelity (FMR) ✦ | 212 | New | $10,560 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 43 | +230.8% | $2,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $9.77M | 0.0% |
| UBS AM, a distinct business… | $3.27M | 0.0% |
| Fidelity (FMR) | $10,560 | 0.0% |
Exited
| Citadel Advisors | $6.69M | was 0.0% |
| Renaissance Technologies | $2.28M | was 0.0% |
| Ameriprise Financial Inc | $242,601 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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