LMBS institutional holders

FIRST TRUST LOW DURATION OPPORTUNITIES ETF · 13F, 2026Q2

Managers holding455
Shares held101,952,289
Reported value$5.1bn
Quarter flows48 new, 216 added, 149 trimmed, 38 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY15,749,351$784.0m0.0%
LPL Financial LLC13,749,810$684.5m0.2%
WELLS FARGO & COMPANY/MN5,707,317$284.1m0.0%
UBS Group AG4,963,253$247.1m0.0%
RAYMOND JAMES FINANCIAL INC4,275,132$212.8m0.1%
ROYAL BANK OF CANADA3,358,268$167.2m0.0%
Cetera Investment Advisers2,737,725$136.3m0.1%
HighTower Advisors, LLC2,112,029$105.1m0.1%
BANK OF AMERICA CORP /DE/2,030,760$101.1m0.0%
FIRST TRUST ADVISORS LP1,820,529$90.6m0.1%
COMMONWEALTH EQUITY SERVICES, LLC1,533,711$76.3m0.1%
Cambridge Investment Research Advisors, Inc.1,499,122$74.6m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,351,222$67.3m0.0%
Concurrent Investment Advisors, LLC1,315,350$65.5m0.6%
Berger Financial Group, Inc1,139,455$56.7m2.9%
ENVESTNET ASSET MANAGEMENT INC1,019,474$50.7m0.0%
Clearwater Capital Advisors, LLC952,240$47.4m3.5%
Harvest Investment Services, LLC902,106$44.9m6.9%
Csenge Advisory Group901,794$44.9m1.8%
Integrated Wealth Concepts LLC823,390$41.0m0.2%
JONES FINANCIAL COMPANIES LLLP799,678$39.8m0.0%
OSAIC HOLDINGS, INC.762,206$38.0m0.0%
HARBOUR INVESTMENTS, INC.718,902$35.8m0.5%
STIFEL FINANCIAL CORP678,374$33.8m0.0%
ASSETMARK, INC643,298$32.0m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LMBS"). LMBS price history · All 13F data

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