Scheda del titolo
LMBS
First Trust Low Duration Opportunities ETF · Financial Services · Asset Management
43Holder monitorati
+1Δ titolari
66.51MQuote detenute
$3.31BValore dichiarato
+3Nuove posizioni
−2Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +2.4% ·
flusso azionario +5.7% ·
nuove posizioni nette +2.3%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 | HighTower Advisors, LLC | 2.11M | +12.9% | $105.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 2.03M | +1.5% | $101.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | First Trust Advisors Lp | 1.82M | +19.7% | $90.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 1.53M | +5.1% | $76.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.35M | +10.6% | $67.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.02M | +15.5% | $50.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 799.68K | +24.3% | $39.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 762.21K | +10.1% | $37.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Stifel Financial Corp | 678.37K | -4.0% | $33.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Assetmark, Inc | 643.30K | -2.1% | $32.02M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 469.05K | -8.9% | $23.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Cerity Partners LLC | 423.15K | -2.9% | $21.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 332.15K | +4.3% | $16.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 327.53K | +26.6% | $16.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 258.86K | +19.2% | $12.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 217.70K | +57.0% | $10.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citigroup Inc | 215.63K | +14.0% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 183.75K | -6.3% | $9.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 169.63K | +95.1% | $8.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 137.19K | Nuovo | $6.83M | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 114.95K | +23.5% | $5.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 29 | Focus Partners Wealth | 112.57K | -14.6% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 65.71K | 0.0% | $3.27M | 0.0% | Held | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 45.20K | -9.8% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 36.00K | Nuovo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 28.05K | +2.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mariner, LLC | 26.55K | -72.8% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Bank of New York Mellon Corp | 18.93K | -14.8% | $942,282 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Creative Planning | 12.41K | -8.6% | $617,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 9.90K | -0.2% | $492,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.96K | +0.4% | $197,392 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Blair William & Co/Il | 3.20K | 0.0% | $159,296 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.84K | -29.1% | $91,645 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Bank Of Montreal /Can/ | 724 | -44.8% | $36,041 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Bnp Paribas Financial Markets | 338 | +686.0% | $16,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Allspring Global Investments… | 187 | Nuovo | $9,324 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Citadel Advisors | $6.83M | 0.0% |
| Renaissance Technologies | $1.79M | 0.0% |
| Allspring Global Investments… | $9,324 | 0.0% |
Uscito
| Mercer Global Advisors Inc… | $12.74M | era 0.0% |
| Fidelity (FMR) | $10,560 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 439 detentori, 95.92M azioni, $4.72B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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