Catatan efek · kuartal yang diarsipkan
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43Pemegang yang dilacak
0Δ pemegang
63.38MSaham yang dipegang
$3.16BNilai yang dilaporkan
+3Posisi baru
−3Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +7.2% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | Baru | $10,560 | 0.0% | New | 1 | SEC ↗ |
| 64 | Bnp Paribas Financial Markets | 43 | +230.8% | $2,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $9.77M | 0.0% |
| UBS AM, a distinct business… | $3.27M | 0.0% |
| Fidelity (FMR) | $10,560 | 0.0% |
Telah keluar
| Citadel Advisors | $6.69M | adalah 0.0% |
| Renaissance Technologies | $2.28M | adalah 0.0% |
| Ameriprise Financial Inc | $242,601 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 439 pemegang, 95.92M saham, $4.72B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API