FIRST TR EXCHANGE-TRADED FD (LMBS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
441
Reporting holders
$5.0B
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $784.0M | 15,749,351 | 0.04% | 35q | +2.6%+$19.7M |
| LPL Financial LLC | $684.5M | 13,749,810 | 0.15% | 31q | +11.5%+$70.3M |
| WELLS FARGO & COMPANY/MN | $284.1M | 5,707,317 | 0.05% | 31q | -50.7%-$291.6M |
| UBS Group AG | $247.1M | 4,963,253 | 0.03% | 31q | +4.8%+$11.3M |
| RAYMOND JAMES FINANCIAL INC | $212.8M | 4,275,132 | 0.06% | 7q | +4.1%+$8.4M |
| ROYAL BANK OF CANADA | $167.2M | 3,358,268 | 0.02% | 31q | +3.6%+$5.7M |
| Cetera Investment Advisers | $136.3M | 2,737,725 | 0.12% | 31q | +7.3%+$9.3M |
| HighTower Advisors, LLC | $105.1M | 2,112,029 | 0.10% | 31q | +12.9%+$12.0M |
| BANK OF AMERICA CORP /DE/ | $101.1M | 2,030,760 | 0.01% | 31q | +1.5%+$1.5M |
| FIRST TRUST ADVISORS LP | $90.6M | 1,820,529 | 0.05% | 31q | +19.7%+$14.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $76.3M | 1,533,711 | 0.10% | 31q | +5.1%+$3.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $67.3M | 1,351,222 | 0.04% | 29q | +10.6%+$6.4M |
| Concurrent Investment Advisors, LLC | $65.5M | 1,315,350 | 0.56% | 11q | -7.7%-$5.5M |
| Berger Financial Group, Inc | $56.7M | 1,139,455 | 2.90% | 15q | +1.0%+$585.7K |
| ENVESTNET ASSET MANAGEMENT INC | $50.7M | 1,019,474 | 0.01% | 31q | +15.5%+$6.8M |
| Clearwater Capital Advisors, LLC | $47.4M | 952,240 | 3.47% | 8q | +4.7%+$2.1M |
| Harvest Investment Services, LLC | $44.9M | 902,106 | 6.94% | 25q | +0.7%+$321.3K |
| Csenge Advisory Group | $44.9M | 901,794 | 1.82% | 28q | +8.2%+$3.4M |
| Integrated Wealth Concepts LLC | $41.0M | 823,390 | 0.20% | 28q | +84.2%+$18.7M |
| JONES FINANCIAL COMPANIES LLLP | $39.8M | 799,678 | 0.02% | 9q | +24.3%+$7.8M |
| OSAIC HOLDINGS, INC. | $38.0M | 762,206 | 0.04% | 26q | +10.1%+$3.5M |
| HARBOUR INVESTMENTS, INC. | $35.8M | 718,902 | 0.48% | 21q | -1.6%-$583.3K |
| STIFEL FINANCIAL CORP | $33.8M | 678,374 | 0.03% | 31q | -4.0%-$1.4M |
| ASSETMARK, INC | $32.0M | 643,298 | 0.06% | 13q | -2.1%-$696.4K |
| Aaron Wealth Advisors LLC | $30.9M | 619,993 | 1.57% | 12q | +1.6%+$486.1K |
| Trilogy Capital Inc. | $28.6M | 574,767 | 1.11% | 13q | +3.0%+$832.6K |
| Private Advisor Group, LLC | $28.3M | 569,240 | 0.13% | 31q | -2.6%-$757.0K |
| Heck Capital Advisors, LLC | $27.9M | 559,940 | 1.66% | 19q | +6.0%+$1.6M |
| Prospera Financial Services Inc | $26.1M | 524,477 | 0.38% | 31q | -2.3%-$607.7K |
| &PARTNERS | $25.9M | 521,063 | 0.11% | 10q | +31.0%+$6.1M |
| Vestmark Advisory Solutions, Inc. | $24.0M | 482,534 | 0.23% | 10q | +15.7%+$3.3M |
| Walkner Condon Financial Advisors LLC | $23.5M | 471,806 | 2.70% | 27q | +8.5%+$1.8M |
| Baird Financial Group, Inc. | $23.3M | 469,054 | 0.03% | 31q | -8.9%-$2.3M |
| W1M Asset Management Ltd | $22.7M | 455,785 | 0.21% | 3q | +20.1%+$3.8M |
| Brookstone Capital Management | $22.3M | 448,829 | 0.22% | 12q | -0.8%-$188.6K |
| Cerity Partners LLC | $21.1M | 423,154 | 0.03% | 17q | -2.9%-$622.5K |
| SEARCY FINANCIAL SERVICES INC /ADV | $21.0M | 421,868 | 7.04% | 17q | -3.5%-$757.8K |
| INSPIRION WEALTH ADVISORS, LLC | $20.9M | 420,465 | 2.39% | 28q | +6.3%+$1.2M |
| NewEdge Advisors, LLC | $20.1M | 403,638 | 0.06% | 31q | +144.6%+$11.9M |
| Wealth Enhancement Trust Services, Inc. | $19.1M | 383,437 | 1.13% | 3q | +101.7%+$9.6M |
| Carrera Capital Advisors | $18.6M | 373,946 | 2.76% | 4q | +5.6%+$992.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $17.6M | 352,904 | 0.19% | 24q | -13.0%-$2.6M |
| TL Private Wealth | $17.4M | 351,110 | 6.39% | 27q | +4.2%+$694.5K |
| TD Capital Management LLC | $17.2M | 346,384 | 1.41% | 31q | +10.0%+$1.6M |
| American Financial Advisors, LLC | $17.0M | 341,860 | 2.05% | 16q | -0.6%-$94.8K |
| Fairvoy Private Wealth, LLC | $16.7M | 336,370 | 3.38% | 7q | +6.7%+$1.0M |
| Rockefeller Capital Management L.P. | $16.5M | 332,148 | 0.03% | 25q | +4.3%+$682.4K |
| TRUIST FINANCIAL CORP | $16.3M | 327,531 | 0.02% | 27q | +26.6%+$3.4M |
| Prism Advisors, Inc. | $15.8M | 316,571 | 3.83% | 31q | +1.6%+$254.5K |
| Clear Creek Financial Management, LLC | $15.6M | 313,206 | 1.00% | 23q | -1.0%-$154.1K |
| Kestra Advisory Services, LLC | $15.2M | 305,911 | 0.05% | 24q | +17.4%+$2.3M |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $15.1M | 303,619 | 0.48% | 31q | +4.0%+$587.3K |
| Secure Asset Management, LLC | $14.8M | 296,908 | 2.07% | 8q | +6.8%+$938.5K |
| Carter Financial, LLC | $13.5M | 271,854 | 10.15% | 3q | +13.8%+$1.6M |
| IFP Advisors, Inc | $13.5M | 270,349 | 0.24% | 37q | -8.4%-$1.2M |
| Weitzel Financial Services, Inc. | $13.3M | 267,156 | 4.52% | 23q | +1.2%+$159.7K |
| Per Stirling Capital Management, LLC. | $13.0M | 261,396 | 1.24% | 9q | +11.3%+$1.3M |
| Redhawk Wealth Advisors, Inc. | $13.0M | 260,632 | 1.28% | 5q | +14.4%+$1.6M |
| MML INVESTORS SERVICES, LLC | $12.9M | 258,857 | 0.03% | 31q | +19.2%+$2.1M |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $12.9M | 258,802 | 2.43% | 7q | +2.5%+$318.4K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $12.6M | 253,730 | 0.23% | 4q | +35.7%+$3.3M |
| Steward Partners Investment Advisory, LLC | $12.2M | 244,622 | 0.06% | 31q | +359.0%+$9.5M |
| Foundations Investment Advisors, LLC | $12.1M | 242,146 | 0.12% | 15q | +1.5%+$174.9K |
| Geneos Wealth Management Inc. | $11.9M | 239,372 | 0.24% | 7q | +2.2%+$257.2K |
| PFS Partners, LLC | $11.8M | 236,514 | 4.77% | 19q | +5.2%+$578.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $11.5M | 230,934 | 0.18% | new | NEW |
| WESBANCO BANK INC | $11.2M | 225,332 | 0.28% | 5q | +9.0%+$923.7K |
| Ashton Thomas Private Wealth, LLC | $11.0M | 221,517 | 0.23% | 19q | +23.9%+$2.1M |
| Certified Advisory Corp | $10.9M | 219,609 | 0.88% | 5q | +3303.7%+$10.6M |
| Grove Bank & Trust | $10.9M | 219,414 | 1.08% | 31q | +5.3%+$546.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.8M | 217,699 | 0.00% | 3q | +57.0%+$3.9M |
| CITIGROUP INC | $10.7M | 215,629 | 0.00% | 31q | +14.0%+$1.3M |
| Ameritas Investment Partners, Inc. | $10.7M | 215,502 | 0.29% | 18q | +5.8%+$589.2K |
| D.A. DAVIDSON & CO. | $10.4M | 208,620 | 0.06% | 31q | +17.4%+$1.5M |
| Petix & Botte Co | $10.3M | 207,621 | 2.08% | 26q | -2.8%-$293.1K |
| Mainsail Financial Group, LLC | $10.0M | 200,002 | 3.38% | 15q | +29.7%+$2.3M |
| LexAurum Advisors, LLC | $9.6M | 193,250 | 1.11% | 29q | +5.0%+$455.7K |
| Darwin Wealth Management, LLC | $9.6M | 192,500 | 2.62% | 26q | +3.4%+$317.1K |
| TCP Asset Management, LLC | $9.4M | 188,811 | 1.07% | 15q | +9.5%+$812.0K |
| Farther Finance Advisors, LLC | $9.2M | 185,519 | 0.07% | 15q | HELD |
| FIFTH THIRD BANCORP | $9.1M | 183,745 | 0.01% | 2q | -6.3%-$615.6K |
| BELLEVUE ASSET MANAGEMENT, LLC | $8.9M | 179,754 | 4.13% | 27q | -7.2%-$696.1K |
| Centennial Wealth Advisory LLC | $8.7M | 175,229 | 1.88% | 22q | -30.2%-$3.8M |
| Arax Advisory Partners | $8.6M | 173,123 | 0.06% | 3q | +169.0%+$5.4M |
| JANE STREET GROUP, LLC | $8.4M | 169,635 | 0.00% | 3q | +95.1%+$4.1M |
| Ameritas Advisory Services, LLC | $8.2M | 165,085 | 0.17% | 19q | +58.5%+$3.0M |
| STEPHENS INC /AR/ | $8.1M | 163,049 | 0.09% | 31q | HELD |
| EdgeRock Capital LLC | $7.5M | 150,044 | 1.69% | 11q | +4.1%+$291.8K |
| IMA Advisory Services, Inc. | $7.5M | 149,848 | 0.47% | 6q | +5.3%+$378.6K |
| MRA Advisory Group | $7.4M | 148,202 | 2.67% | 23q | +1.8%+$126.9K |
| Fairway Financial, LLC | $7.3M | 145,852 | 4.96% | 7q | +2.6%+$185.2K |
| Mutual Advisors, LLC | $7.2M | 143,639 | 0.13% | 30q | -15.1%-$1.3M |
| Snowden Capital Advisors LLC | $7.0M | 141,131 | 0.17% | 40q | +6.9%+$455.1K |
| RFG Advisory, LLC | $7.0M | 139,646 | 0.11% | 31q | +16.1%+$966.2K |
| MGO ONE SEVEN LLC | $6.9M | 139,177 | 0.11% | 28q | -1.0%-$71.9K |
| Lunt Capital Management, Inc. | $6.9M | 137,684 | 2.51% | 13q | -1.3%-$89.0K |
| CITADEL ADVISORS LLC | $6.8M | 137,190 | 0.00% | new | NEW |
| GENESIS PRIVATE WEALTH, LLC | $6.8M | 135,807 | 1.90% | 5q | +3.6%+$232.3K |
| Triumph Capital Management | $6.7M | 135,124 | 1.22% | 13q | -3.7%-$255.0K |
| VAQUERO PRIVATE WEALTH, LTD | $6.6M | 133,458 | 1.37% | new | FIRST |
Showing the largest 100 of 454 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 441 | $5.0B | 99,904,865 | 39 | 196 | 133 | 0.0% |
| Q1 2026 | 433 | $5.0B | 100,850,945 | 44 | 202 | 124 | 0.0% |
| Q4 2025 | 413 | $4.4B | 88,522,416 | 34 | 166 | 139 | 0.0% |
| Q3 2025 | 382 | $4.1B | 82,525,335 | 24 | 182 | 119 | 0.0% |
| Q2 2025 | 401 | $4.0B | 81,179,794 | 31 | 140 | 158 | 0.0% |
| Q1 2025 | 394 | $3.7B | 75,310,232 | 34 | 168 | 130 | 0.0% |
| Q4 2024 | 398 | $3.5B | 72,230,861 | 27 | 151 | 134 | 0.0% |
| Q3 2024 | 373 | $3.4B | 68,466,125 | 28 | 166 | 118 | 0.0% |
| Q2 2024 | 366 | $3.1B | 63,552,185 | 35 | 132 | 144 | 0.0% |
| Q1 2024 | 350 | $4.1B | 85,576,631 | 28 | 121 | 145 | 0.0% |
| Q4 2023 | 356 | $3.5B | 72,922,847 | 25 | 90 | 179 | 0.0% |
| Q3 2023 | 343 | $3.0B | 64,273,726 | 19 | 93 | 174 | 0.0% |
| Q2 2023 | 344 | $3.3B | 68,394,606 | 27 | 103 | 149 | 0.2% |
| Q1 2023 | 341 | $3.3B | 68,885,737 | 22 | 107 | 156 | 0.0% |
| Q4 2022 | 325 | $3.2B | 67,652,129 | 19 | 73 | 171 | 0.0% |
| Q3 2022 | 378 | $3.7B | 78,746,627 | 25 | 127 | 171 | 0.0% |
| Q2 2022 | 380 | $3.8B | 77,873,659 | 30 | 105 | 178 | 0.0% |
| Q1 2022 | 378 | $4.1B | 83,529,660 | 33 | 120 | 171 | 0.0% |
| Q4 2021 | 379 | $4.5B | 90,633,220 | 30 | 92 | 178 | 0.0% |
| Q3 2021 | 344 | $4.7B | 93,907,927 | 17 | 138 | 137 | 0.0% |
| Q2 2021 | 363 | $5.5B | 114,307,320 | 39 | 148 | 128 | 0.0% |
| Q1 2021 | 353 | $5.2B | 102,189,334 | 29 | 150 | 133 | 0.0% |
| Q4 2020 | 355 | $4.8B | 93,441,558 | 31 | 150 | 94 | 0.0% |
| Q3 2020 | 310 | $4.5B | 86,738,435 | 19 | 154 | 85 | 0.0% |
| Q2 2020 | 302 | $4.1B | 79,731,816 | 36 | 151 | 73 | 0.0% |
| Q1 2020 | 283 | $3.6B | 71,389,050 | 46 | 126 | 84 | 0.0% |
| Q4 2019 | 268 | $2.7B | 51,113,231 | 27 | 125 | 52 | 0.0% |
| Q3 2019 | 230 | $2.3B | 44,201,226 | 36 | 101 | 57 | 0.0% |
| Q2 2019 | 209 | $1.9B | 37,270,429 | 29 | 109 | 38 | 0.0% |
| Q1 2019 | 196 | $1.6B | 30,756,120 | 33 | 97 | 36 | 0.0% |
| Q4 2018 | 169 | $1.3B | 24,858,216 | 5 | 7 | 3 | 0.0% |