Catatan efek
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
42Pemegang yang dilacak
+1Δ pemegang
64.40MSaham yang dipegang
$3.21BNilai yang dilaporkan
+3Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.4% ·
aliran saham +5.5% ·
posisi baru bersih 0.0%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| 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 · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 15.75M | +2.6% | $784.00M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 13.75M | +11.4% | $684.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 5.71M | -1.3% | $284.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 4.96M | +4.8% | $247.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 4.28M | +4.1% | $212.82M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 3.36M | +3.6% | $167.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Cetera Investment Advisers | 2.74M | +7.3% | $136.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 2.03M | +1.5% | $101.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | First Trust Advisors Lp | 1.82M | +19.7% | $90.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 1.53M | +5.1% | $76.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 1.35M | +10.6% | $67.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 1.02M | +15.5% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 799.68K | +24.3% | $39.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 762.21K | +10.1% | $37.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 678.37K | -4.0% | $33.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Assetmark, Inc | 643.30K | -2.1% | $32.02M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 469.05K | -8.9% | $23.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Cerity Partners LLC | 423.15K | -2.9% | $21.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 332.15K | +4.3% | $16.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 327.53K | +26.6% | $16.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 258.86K | +19.2% | $12.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 217.70K | +57.0% | $10.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citigroup Inc | 215.63K | +14.0% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 183.75K | -6.3% | $9.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 169.63K | +95.1% | $8.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 137.19K | Baru | $6.83M | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 114.95K | +23.5% | $5.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 28 | Focus Partners Wealth | 112.57K | -14.6% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 65.71K | 0.0% | $3.27M | 0.0% | Held | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 45.20K | -9.8% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 36.00K | Baru | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 28.05K | +2.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mariner, LLC | 26.55K | -72.8% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Bank of New York Mellon Corp | 18.93K | -14.8% | $942,282 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Creative Planning | 12.41K | -8.6% | $617,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 9.90K | -0.2% | $492,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 3.96K | +0.4% | $197,392 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Blair William & Co/Il | 3.20K | 0.0% | $159,296 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.84K | -29.1% | $91,645 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Bank Of Montreal /Can/ | 724 | -44.8% | $36,041 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Bnp Paribas Financial Markets | 338 | +686.0% | $16,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Allspring Global Investments… | 187 | Baru | $9,324 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $6.83M | 0.0% |
| Renaissance Technologies | $1.79M | 0.0% |
| Allspring Global Investments… | $9,324 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $93.18M | adalah 0.1% |
| Mercer Global Advisors Inc… | $12.74M | adalah 0.0% |
| Fidelity (FMR) | $10,560 | 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API