Home › LMBS

Who holds LMBS

FIRST TR EXCHANGE-TRADED FD · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY15.7M$784.0M0.0%
LPL Financial LLC13.7M$684.5M0.2%
SSI INVESTMENT MANAGEMENT LLC10.0K$497.2M0.0%
WELLS FARGO & COMPANY/MN5.7M$284.1M0.0%
UBS Group AG5.0M$247.1M0.0%
RAYMOND JAMES FINANCIAL INC4.3M$212.8M0.1%
ROYAL BANK OF CANADA3.4M$167.2M0.0%
Cetera Investment Advisers2.7M$136.3M0.1%
BANK OF AMERICA CORP /DE/2.0M$101.1M0.0%
FIRST TRUST ADVISORS LP1.8M$90.6M0.1%
COMMONWEALTH EQUITY SERVICES, LLC1.5M$76.3M0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.4M$67.3M0.0%
Concurrent Investment Advisors, LLC1.3M$65.5M0.6%
Berger Financial Group, Inc1.1M$56.7M2.9%
ENVESTNET ASSET MANAGEMENT INC1.0M$50.7M0.0%
Clearwater Capital Advisors, LLC952.2K$47.4M3.5%
Harvest Investment Services, LLC902.1K$44.9M6.9%
Csenge Advisory Group901.8K$44.9M1.8%
JONES FINANCIAL COMPANIES LLLP799.7K$39.8M0.0%
OSAIC HOLDINGS, INC.762.2K$38.0M0.0%
Cambridge Investment Research Advisors, Inc.749.6K$37.3M0.1%
HARBOUR INVESTMENTS, INC.718.9K$35.8M0.5%
STIFEL FINANCIAL CORP678.4K$33.8M0.0%
ASSETMARK, INC643.3K$32.0M0.1%
Aaron Wealth Advisors LLC620.0K$30.9M1.6%
Trilogy Capital Inc.574.8K$28.6M1.1%
Private Advisor Group, LLC569.2K$28.3M0.1%
Heck Capital Advisors, LLC559.9K$27.9M1.7%
Prospera Financial Services Inc524.5K$26.1M0.4%
&PARTNERS521.1K$25.9M0.1%
Integrated Wealth Concepts LLC504.8K$25.1M0.2%
Vestmark Advisory Solutions, Inc.482.5K$24.0M0.2%
Walkner Condon Financial Advisors LLC471.8K$23.5M2.7%
Baird Financial Group, Inc.469.1K$23.3M0.0%
W1M Asset Management Ltd455.8K$22.7M0.2%
Brookstone Capital Management448.8K$22.3M0.2%
Cerity Partners LLC423.2K$21.1M0.0%
SEARCY FINANCIAL SERVICES INC /ADV421.9K$21.0M7.0%
INSPIRION WEALTH ADVISORS, LLC420.5K$20.9M2.4%
NewEdge Advisors, LLC403.6K$20.1M0.1%
Carrera Capital Advisors373.9K$18.6M2.8%
KESTRA PRIVATE WEALTH SERVICES, LLC352.9K$17.6M0.2%
TL Private Wealth351.1K$17.4M6.4%
TD Capital Management LLC346.4K$17.2M1.4%
American Financial Advisors, LLC341.9K$17.0M2.0%
Fairvoy Private Wealth, LLC336.4K$16.7M3.4%
Rockefeller Capital Management L.P.332.1K$16.5M0.0%
TRUIST FINANCIAL CORP327.5K$16.3M0.0%
Prism Advisors, Inc.316.6K$15.8M3.8%
Clear Creek Financial Management, LLC313.2K$15.6M1.0%
Kestra Advisory Services, LLC305.9K$15.2M0.0%
CLIFFORD SWAN INVESTMENT COUNSEL LLC303.6K$15.1M0.5%
Secure Asset Management, LLC296.9K$14.8M2.1%
Carter Financial, LLC271.9K$13.5M10.1%
IFP Advisors, Inc270.3K$13.5M0.2%
Weitzel Financial Services, Inc.267.2K$13.3M4.5%
Per Stirling Capital Management, LLC.261.4K$13.0M1.2%
Redhawk Wealth Advisors, Inc.260.6K$13.0M1.3%
MML INVESTORS SERVICES, LLC258.9K$12.9M0.0%
ADAMSBROWN WEALTH CONSULTANTS LLC258.8K$12.9M2.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}