증권 기록 · 과거 분기 (아카이브)
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43추적 보유자
0Δ 보유자
63.38M보유 주식 수
$3.16B보고 가치
+3신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 +7.2% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 신규 | $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 | 신규 | $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 | 신규 | $10,560 | 0.0% | New | 1 | SEC ↗ |
| 64 | Bnp Paribas Financial Markets | 43 | +230.8% | $2,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Fifth Third Bancorp | $9.77M | 0.0% |
| UBS AM, a distinct business… | $3.27M | 0.0% |
| Fidelity (FMR) | $10,560 | 0.0% |
청산됨
| Citadel Advisors | $6.69M | 이었음 0.0% |
| Renaissance Technologies | $2.28M | 이었음 0.0% |
| Ameriprise Financial Inc | $242,601 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 439 보유 기관, 95.92M 주식, $4.72B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
API를 통해 조회