Menkul kıymet kaydı · arşivlenmiş çeyrek
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43Takip edilen yatırımcılar
0Δ sahipler
63.38MTutulan hisseler
$3.16BRaporlanan değer
+3Yeni pozisyonlar
−3Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı +7.2% · net yeni pozisyonlar 0.0% — formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $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 | Yeni | $10,560 | 0.0% | New | 1 | SEC ↗ |
| 64 | Bnp Paribas Financial Markets | 43 | +230.8% | $2,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Fifth Third Bancorp | $9.77M | 0.0% |
| UBS AM, a distinct business… | $3.27M | 0.0% |
| Fidelity (FMR) | $10,560 | 0.0% |
Çıkıldı
| Citadel Advisors | $6.69M | idi 0.0% |
| Renaissance Technologies | $2.28M | idi 0.0% |
| Ameriprise Financial Inc | $242,601 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 439 sahipler, 95.92M hisseler, $4.72B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
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