First Trust Low Duration OppLMBSETF
13F holders, Q2 2026 (June 30)457holders +11
40new positions
23sold out
2famous investors
$49.73avg. 13F price*
At the end of Q2 2026, 457 institutions reported holding First Trust Low Duration Opp (LMBS) in their 13F filings, up 11 from Q1 2026. 40 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($784.0M), LPL Financial LLC ($684.5M) and Wells Fargo & Company ($284.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Low Duration Opp
- CUSIP
- 33739Q200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $47.8M |
| Exits | 23 | $38.3M |
All 13F filers, Q1 2026 → Q2 2026: 7,527,153 shares bought and 2,544,083 shares sold, net +4,983,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 457 holders
| Morgan Stanley | 0.04% | Add +2.6% | 15,749,351 | $784.0M |
| LPL Financial LLC | 0.15% | Add +11.4% | 13,749,810 | $684.5M |
| Wells Fargo & Company | 0.05% | Reduce -1.3% | 5,707,317 | $284.1M |
| UBS Group AG | 0.04% | Add +4.8% | 4,963,253 | $247.1M |
| Raymond James Financial Inc. | 0.06% | Add +4.1% | 4,275,132 | $212.8M |
| Royal Bank of Canada | 0.03% | Add +3.6% | 3,358,268 | $167.2M |
| Cetera Investment Advisers | 0.12% | Add +7.3% | 2,737,725 | $136.3M |
| HighTower Advisors, LLC | 0.10% | Add +12.9% | 2,112,029 | $105.1M |
| Bank of America Corp. | 0.01% | Add +1.5% | 2,030,760 | $101.1M |
| First Trust Advisors LP | 0.05% | Add +19.7% | 1,820,529 | $90.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.1% | 1,533,711 | $76.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +10.6% | 1,351,222 | $67.3M |
| Concurrent Investment Advisors, LLC | 0.56% | Reduce -7.7% | 1,315,350 | $65.5M |
| Berger Financial Group, Inc | 2.90% | Add +1.0% | 1,139,455 | $56.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 1,019,474 | $50.7M |
| Clearwater Capital Advisors, LLC | 3.47% | Add +4.7% | 952,240 | $47.4M |
| Harvest Investment Services, LLC | 6.94% | Add +0.7% | 902,106 | $44.9M |
| Csenge Advisory Group | 1.83% | Add +8.2% | 901,794 | $44.9M |
| Jones Financial Companies LLLP | 0.02% | Add +24.3% | 799,678 | $39.8M |
| Osaic Holdings, Inc. | 0.04% | Add +10.1% | 762,206 | $38.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.2% | 749,561 | $37.3M |
| Harbour Investments, Inc. | 0.48% | Reduce -1.6% | 718,902 | $35.8M |
| Stifel Financial Corp. | 0.03% | Reduce -4.0% | 678,374 | $33.8M |
| Assetmark, Inc. | 0.06% | Reduce -2.1% | 643,298 | $32.0M |
| Aaron Wealth Advisors LLC | 1.57% | Add +1.6% | 619,993 | $30.9M |
| Trilogy Capital Inc. | 1.12% | Add +3.0% | 574,767 | $28.6M |
| Private Advisor Group, LLC | 0.13% | Reduce -2.6% | 569,240 | $28.3M |
| Heck Capital Advisors, LLC | 1.66% | Add +6.0% | 559,940 | $27.9M |
| Prospera Financial Services Inc | 0.38% | Reduce -2.3% | 524,477 | $26.1M |
| &partners | 0.11% | Add +31.0% | 521,063 | $25.9M |
| Integrated Wealth Concepts LLC | 0.16% | Add +12.9% | 504,821 | $25.1M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +15.7% | 482,534 | $24.0M |
| Walkner Condon Financial Advisors LLC | 2.71% | Add +8.5% | 471,806 | $23.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -8.9% | 469,054 | $23.3M |
| W1M Asset Management Ltd | 0.21% | Add +20.1% | 455,785 | $22.7M |
| Brookstone Capital Management | 0.22% | Reduce -0.8% | 448,829 | $22.3M |
| Cerity Partners LLC | 0.03% | Reduce -2.9% | 423,154 | $21.1M |
| Searcy Financial Services Inc. | 7.04% | Reduce -3.5% | 421,868 | $21.0M |
| Inspirion Wealth Advisors, LLC | 2.39% | Add +6.3% | 420,465 | $20.9M |
| NewEdge Advisors, LLC | 0.06% | Add +3.6% | 403,638 | $20.1M |
| Carrera Capital Advisors | 2.76% | Add +5.6% | 373,946 | $18.6M |
| Kestra Private Wealth Services, LLC | 0.19% | Reduce -13.0% | 352,904 | $17.6M |
| TL Private Wealth | 6.39% | Add +4.2% | 351,110 | $17.4M |
| TD Capital Management LLC | 1.41% | Add +10.0% | 346,384 | $17.2M |
| American Financial Advisors, LLC | 2.05% | Reduce -0.6% | 341,860 | $17.0M |
| Fairvoy Private Wealth, LLC | 3.38% | Add +6.7% | 336,370 | $16.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.3% | 332,148 | $16.5M |
| Truist Financial Corp. | 0.02% | Add +26.6% | 327,531 | $16.3M |
| Prism Advisors, Inc. | 3.83% | Add +1.6% | 316,571 | $15.8M |
| Clear Creek Financial Management, LLC | 1.00% | Reduce -1.0% | 313,206 | $15.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +17.4% | 305,911 | $15.2M |
| Clifford Swan Investment Counsel LLC | 0.49% | Add +4.0% | 303,619 | $15.1M |
| Secure Asset Management, LLC | 2.08% | Add +6.8% | 296,908 | $14.8M |
| Carter Financial, LLC | 10.15% | Add +13.8% | 271,854 | $13.5M |
| IFP Advisors, Inc | 0.24% | Reduce -8.4% | 270,349 | $13.5M |
| Weitzel Financial Services, Inc. | 4.52% | Add +1.2% | 267,156 | $13.3M |
| Per Stirling Capital Management, LLC. | 1.24% | Add +11.3% | 261,396 | $13.0M |
| Redhawk Wealth Advisors, Inc. | 1.28% | Add +14.4% | 260,632 | $13.0M |
| MML Investors Services, LLC | 0.03% | Add +19.2% | 258,857 | $12.9M |
| Adamsbrown Wealth Consultants LLC | 2.43% | Add +2.5% | 258,802 | $12.9M |
| Elevation Point Wealth Partners, LLC | 0.23% | Add +35.7% | 253,730 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +359.1% | 244,622 | $12.2M |
| Foundations Investment Advisors, LLC | 0.12% | Add +1.5% | 242,146 | $12.1M |
| Geneos Wealth Management Inc. | 0.24% | Add +2.2% | 239,372 | $11.9M |
| PFS Partners, LLC | 4.77% | Add +5.2% | 236,514 | $11.8M |
| Axxcess Wealth Management, LLC | 0.18% | New | 230,934 | $11.5M |
| Wesbanco Bank Inc. | 0.28% | Add +9.0% | 225,332 | $11.2M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +23.9% | 221,517 | $11.0M |
| Certified Advisory Corp | 0.88% | Add +3303.7% | 219,609 | $10.9M |
| Grove Bank & Trust | 1.08% | Add +5.3% | 219,414 | $10.9M |
| Susquehanna International Group, LLP | 0.01% | Add +57.0% | 217,699 | $10.8M |
| Citigroup Inc. | 0.01% | Add +14.0% | 215,629 | $10.7M |
| Ameritas Investment Partners, Inc. | 0.29% | Add +5.8% | 215,502 | $10.7M |
| Wealth Enhancement Trust Services, Inc. | 1.15% | Add +9.8% | 208,640 | $10.4M |
| D.A. Davidson & Co. | 0.06% | Add +17.4% | 208,620 | $10.4M |
| Petix & Botte Co | 2.08% | Add +94.5% | 207,621 | $10.3M |
| Mainsail Financial Group, LLC | 3.38% | Add +29.7% | 200,002 | $10.0M |
| LexAurum Advisors, LLC | 1.12% | Add +5.0% | 193,250 | $9.6M |
| Darwin Wealth Management, LLC | 2.62% | Add +3.4% | 192,500 | $9.6M |
| TCP Asset Management, LLC | 1.07% | Add +9.5% | 188,811 | $9.4M |
| Farther Finance Advisors, LLC | 0.07% | Add +0.4% | 185,519 | $9.2M |
| Fifth Third Bancorp | 0.01% | Reduce -6.3% | 183,745 | $9.1M |
| Bellevue Asset Management, LLC | 4.13% | Reduce -7.2% | 179,754 | $8.9M |
| Centennial Wealth Advisory LLC | 1.88% | Reduce -30.2% | 175,229 | $8.7M |
| Arax Advisory Partners | 0.06% | Add +169.0% | 173,123 | $8.6M |
| Jane Street Group, LLC | 0.01% | Add +95.1% | 169,635 | $8.4M |
| Ameritas Advisory Services, LLC | 0.17% | Add +58.5% | 165,085 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -9.4% | 164,855 | $8.2M |
| Stephens Inc. | 0.09% | Add +0.2% | 163,049 | $8.1M |
| EdgeRock Capital LLC | 1.69% | Add +4.1% | 150,044 | $7.5M |
| IMA Advisory Services, Inc. | 0.47% | Add +5.3% | 149,848 | $7.5M |
| MRA Advisory Group | 2.68% | Add +1.8% | 148,202 | $7.4M |
| Fairway Financial, LLC | 4.96% | Add +2.6% | 145,852 | $7.3M |
| Mutual Advisors, LLC | 0.13% | Reduce -15.1% | 143,639 | $7.2M |
| Snowden Capital Advisors LLC | 0.17% | Add +6.9% | 141,131 | $7.0M |
| RFG Advisory, LLC | 0.11% | Add +16.1% | 139,646 | $7.0M |
| Mgo One Seven LLC | 0.11% | Reduce -1.0% | 139,177 | $6.9M |
| Lunt Capital Management, Inc. | 2.51% | Reduce -1.3% | 137,684 | $6.9M |
| Citadel Advisors | 0.00% | New | 137,190 | $6.8M |
| Genesis Private Wealth, LLC | 1.90% | Add +3.6% | 135,807 | $6.8M |
| Triumph Capital Management | 1.22% | Reduce -3.6% | 135,124 | $6.7M |
| Vaquero Private Wealth, Ltd. | 1.37% | — | 133,458 | $6.6M |
| Summit Financial, LLC | 0.07% | Add +11.0% | 132,127 | $6.6M |
| RiverTree Advisors, LLC | 3.81% | Reduce -7.3% | 129,770 | $6.5M |
| Independent Advisor Alliance | 0.15% | Reduce -65.9% | 127,932 | $6.4M |
| Kirkwood Financial Services | 1.81% | Add +9.9% | 127,287 | $6.3M |
| Heartland Bank & Trust Co | 1.30% | Add +11.5% | 126,644 | $6.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -9.0% | 125,279 | $6.2M |
| Indivisible Partners | 0.33% | New | 118,154 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +23.5% | 114,948 | $5.7M |
| Focus Partners Wealth | 0.01% | Reduce -14.6% | 112,574 | $5.6M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -23.1% | 109,190 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.6% | 108,213 | $5.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -10.0% | 105,087 | $5.2M |
| Wilkerson Advisory Group LLC | 1.52% | Add +4.6% | 99,437 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -4.0% | 98,050 | $4.9M |
| EverSource Wealth Advisors, LLC | 0.16% | Add +10.6% | 97,648 | $4.9M |
| James J. Burns & Company, LLC | 0.52% | Add +2.0% | 95,616 | $4.8M |
| Avior Wealth Management, LLC | 0.12% | Reduce -23.8% | 95,005 | $4.7M |
| Wedbush Securities Inc. | 0.12% | Reduce -0.8% | 94,587 | $4.7M |
| Friedenthal Financial | 2.05% | Add +6.0% | 89,209 | $4.4M |
| Compass Financial Management LLC | 0.54% | — | 88,335 | $4.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +8.5% | 87,761 | $4.4M |
| Fig Financial Advisory Services Inc. | 2.53% | New | 86,743 | $4.3M |
| Braun-Bostich & Associates Inc. | 2.41% | Add +12.8% | 86,705 | $4.3M |
| Atria Investments, Inc | 0.04% | Add +51.8% | 80,488 | $4.0M |
| Cornerstone Financial Management LLC | 3.20% | Reduce -1.4% | 80,173 | $4.0M |
| Sovran Advisors, LLC | 0.29% | Reduce -34.9% | 79,857 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +58.3% | 75,475 | $3.8M |
| Premier Private Wealth Management LLC | 3.17% | Add +14.3% | 72,686 | $3.6M |
| Continuum Advisory, LLC | 0.29% | Reduce -3.0% | 70,890 | $3.5M |
| Ferguson Shapiro LLC | 1.02% | Reduce -23.5% | 69,264 | $3.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.76% | Add +1.5% | 69,256 | $3.4M |
| Dominguez Wealth Management Solutions, Inc. | 1.88% | Add +4.1% | 68,536 | $3.4M |
| Hidden Cove Wealth Management, LLC | 1.81% | Add +4.2% | 66,075 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 65,706 | $3.3M |
| CoreCap Advisors, LLC | 0.10% | Add +3.7% | 65,450 | $3.3M |
| Western Wealth Management, LLC | 0.11% | Reduce -9.9% | 65,423 | $3.3M |
| Main Street Financial Solutions, LLC | 0.21% | Add +14.1% | 65,307 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +7.5% | 64,986 | $3.2M |
| Trivium Point Advisory, LLC | 0.29% | Add +259.3% | 64,810 | $3.2M |
| Center for Financial Planning, Inc. | 0.30% | Reduce -3.0% | 64,522 | $3.2M |
| Condor Capital Management | 0.24% | Add +1.4% | 63,556 | $3.2M |
| Silver Oak Securities, Incorporated | 0.19% | Add +11.0% | 63,444 | $3.2M |
| Insight Inv LLC | 1.48% | Add +20.6% | 62,900 | $3.1M |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -60.1% | 61,013 | $3.0M |
| APS Management Group, Inc. | 2.30% | Add +7.5% | 60,121 | $3.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -1.5% | 59,846 | $3.0M |
| IHT Wealth Management, LLC | 0.06% | Add +30.3% | 59,667 | $3.0M |
| Endowment Wealth Management, Inc. | 1.14% | Add +1.8% | 59,280 | $3.0M |
| Commonwealth Financial Services, LLC | 0.39% | Reduce -80.3% | 57,838 | $2.9M |
| City Holding Co. | 0.32% | Add +4.1% | 57,711 | $2.9M |
| Park Avenue Securities LLC | 0.02% | Add +16.8% | 57,218 | $2.8M |
| Marino, Stram & Associates LLC | 0.45% | Add +10.2% | 56,786 | $2.8M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +6.2% | 56,596 | $2.8M |
| Plus Group Wealth Advisors LLC | 2.57% | Add +25.2% | 54,825 | $2.7M |
| Destiny Wealth Partners, LLC | 0.38% | Add +3.5% | 55,078 | $2.7M |
| Perigon Wealth Management, LLC | 0.04% | Add +29.3% | 54,484 | $2.7M |
| Golden State Wealth Management, LLC | 0.24% | Reduce -0.0% | 53,522 | $2.7M |
| Abbot Financial Management, Inc. | 0.98% | Reduce -1.1% | 53,440 | $2.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +65.0% | 52,886 | $2.6M |
| Northeast Planning Associates, Inc. / NH / | 1.85% | Reduce -22.7% | 53,042 | $2.5M |
| Sigma Planning Corp | 0.06% | Reduce -31.1% | 49,197 | $2.4M |
| Maridea Wealth Management LLC | 0.27% | Add +7.2% | 49,095 | $2.4M |
| Stenger Family Office, LLC | 0.39% | Reduce -7.6% | 49,064 | $2.4M |
| SMART Wealth LLC | 0.52% | Add +111.8% | 48,850 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +0.8% | 48,784 | $2.4M |
| National Wealth Management Group, LLC | 0.75% | Reduce -22.4% | 48,542 | $2.4M |
| Independent Wealth Network Inc. | 0.61% | Add +5.1% | 48,237 | $2.4M |
| Endeavor Private Wealth, Inc. | 0.57% | Add +9.0% | 47,338 | $2.4M |
| Traction Financial Partners, LLC | 1.23% | Add +6.2% | 46,660 | $2.3M |
| KOM Wealth Management Group, LLC | 1.40% | Add +2.5% | 46,633 | $2.3M |
| Trustmark Bank Trust Department | 0.14% | Add +0.2% | 45,549 | $2.3M |
| Clear Point Advisors Inc. | 2.00% | New | 45,392 | $2.3M |
| Captrust Financial Advisors | 0.00% | Reduce -9.8% | 45,200 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -10.1% | 44,539 | $2.2M |
| VestGen Advisors, LLC | 0.07% | Reduce -2.6% | 44,459 | $2.2M |
| Bigelow Investment Advisors, LLC | 0.78% | Reduce -5.2% | 43,258 | $2.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -17.3% | 42,898 | $2.1M |
| Split Rock Private Trading & Wealth Management, LLC | 1.45% | New | 42,547 | $2.1M |
| FSB Premier Wealth Management, Inc. | 0.59% | Reduce -38.0% | 42,184 | $2.1M |
| Chris Bulman Inc | 0.76% | Add +8.7% | 41,899 | $2.1M |
| ProCore Advisors, LLC | 2.51% | Add +8.0% | 40,741 | $2.0M |
| IFC & Insurance Marketing, Inc. | 1.76% | Add +6.9% | 40,133 | $2.0M |
| Midwest Financial Group LLC | 0.67% | Add +3.7% | 38,313 | $1.9M |
| First National Bank of Omaha | 0.05% | Reduce -5.8% | 37,917 | $1.9M |
| Center For Asset Management LLC | 0.83% | Add +1.6% | 37,579 | $1.9M |
| True Blue Financial, LLC | 0.79% | Add +24.6% | 37,554 | $1.9M |
| Cottonwood Capital Advisors, LLC | 1.11% | Reduce -0.1% | 37,120 | $1.8M |
| Ifrah Financial Services, Inc. | 0.45% | Reduce -0.1% | 37,021 | $1.8M |
| IMG Wealth Management, Inc. | 1.02% | Add +12.9% | 36,781 | $1.8M |
| Patten Group, Inc. | 0.28% | Reduce -7.5% | 36,364 | $1.8M |
| Maia Wealth LLC | 0.27% | Reduce -5.9% | 36,120 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -1.6% | 36,034 | $1.8M |
| Renaissance Technologies | 0.00% | New | 36,000 | $1.8M |
| Beacon Financial Advisory LLC | 0.35% | Reduce -1.3% | 35,798 | $1.8M |
| Wagner Wealth Management, Corp | 1.43% | Add +3.1% | 35,652 | $1.8M |
| Centaurus Financial, Inc. | 0.07% | Add +71.4% | 35,285 | $1.8M |
| Wisconsin Wealth Advisors, LLC | 1.50% | Reduce -0.3% | 35,168 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +7.0% | 34,601 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.4% | 34,170 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +218.4% | 33,286 | $1.7M |
| TBH Global Asset Management, LLC | 0.30% | Reduce -39.4% | 32,965 | $1.6M |
| Arcadia Wealth Management, Inc. | 0.78% | Reduce -0.8% | 32,856 | $1.6M |
| Carlson Financial, Inc. | 0.83% | Reduce -1.6% | 32,821 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +7.9% | 32,511 | $1.6M |
| O'Connor Financial Group LLC | 0.57% | Add +148.0% | 32,465 | $1.6M |
| Romano Brothers and Company | 0.16% | Reduce -0.1% | 32,425 | $1.6M |
| Kovack Advisors, Inc. | 0.08% | Reduce -18.4% | 32,026 | $1.6M |
| Team Financial Group, LLC | 0.67% | Add +4.4% | 31,728 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -19.5% | 31,259 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.37% | Add +7.2% | 30,548 | $1.5M |
| Park National Corp. | 0.04% | Add +149.4% | 29,782 | $1.5M |
| Balefire, LLC | 0.24% | Reduce -16.1% | 29,715 | $1.5M |
| Perennial Investment Advisors, LLC | 0.10% | Add +16.0% | 29,625 | $1.5M |
| Simplicity Wealth,LLC | 0.05% | Add +46.6% | 29,376 | $1.5M |
| Wall Street Financial Group, Inc. | 0.78% | New | 29,324 | $1.5M |
| Synergy Asset Management, LLC | 0.13% | Add +28.6% | 28,369 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -16.6% | 28,100 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.0% | 28,051 | $1.4M |
| Advisory Services Network, LLC | 0.02% | No change | 27,586 | $1.4M |
| Atwood & Palmer Inc. | 0.07% | Reduce -8.9% | 27,025 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -72.8% | 26,547 | $1.3M |
| Raab & Moskowitz Asset Management LLC | 0.25% | Reduce -4.3% | 25,238 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -2.5% | 25,416 | $1.3M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.3% | 24,639 | $1.2M |
| Barrett & Company, Inc. | 0.34% | Add +5.1% | 24,252 | $1.2M |
| PlanVest Financial, Inc | 0.77% | Add +0.3% | 23,085 | $1.1M |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -2.6% | 23,068 | $1.1M |
| Modern Wealth Management, LLC | 0.01% | New | 23,016 | $1.1M |
| TCFG Investment Advisors, LLC | 0.38% | Reduce -0.1% | 22,831 | $1.1M |
| Global Assets Advisory, LLC | 0.25% | New | 22,874 | $1.1M |
| Chiron Capital Management, LLC | 1.00% | Add +221.4% | 22,476 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -7.3% | 22,344 | $1.1M |
| Kintra Wealth, LLC | 0.06% | New | 21,758 | $1.1M |
| S Harris Financial Group, LLC | 0.84% | New | 21,721 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +17.3% | 21,677 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.9% | 21,511 | $1.1M |
| Crusonia Wealth Advisors LLC | 0.18% | Add +0.8% | 21,463 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -9.8% | 21,246 | $1.1M |
| Manhattan West Asset Management, LLC | 0.18% | Reduce -71.3% | 21,145 | $1.1M |
| Helium Advisors LLC | 0.88% | Add +1.0% | 21,076 | $1.0M |
| Keystone Wealth Services, LLC | 0.19% | Add +0.3% | 20,923 | $1.0M |
| Sowell Financial Services LLC | 0.03% | Reduce -2.1% | 19,933 | $992K |
| Capital CS Group, LLC | 1.42% | Add +91.3% | 19,618 | $977K |
| Savvy Advisors, Inc. | 0.02% | Add +29.4% | 19,507 | $971K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +4.1% | 19,425 | $967K |
| BAM Wealth Management, LLC | 0.60% | Add +37.2% | 19,166 | $954K |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.8% | 18,929 | $942K |
| Avestar Capital, LLC | 0.05% | Add +2.0% | 18,610 | $926K |
| Faithward Advisors, LLC | 0.11% | Add +2.8% | 18,514 | $922K |
| Calton & Associates, Inc. | 0.13% | Add +3.2% | 17,912 | $892K |
| Morey & Quinn Wealth Partners, LLC | 0.57% | Add +0.1% | 17,841 | $888K |
| Natixis Advisors, LLC | 0.00% | New | 17,790 | $885K |
| Iams Wealth Management, LLC | 0.27% | Add +1.6% | 17,771 | $885K |
| Wealth Watch Advisors, INC | 0.28% | Reduce -3.9% | 17,436 | $868K |
| Comprehensive Wealth Management, LLC | 0.39% | New | 17,268 | $860K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +130.5% | 17,105 | $851K |
| Towerpoint Wealth, LLC | 0.29% | Reduce -0.1% | 16,951 | $844K |
| Private Trust Co. NA | 0.07% | Reduce -4.8% | 16,645 | $829K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.3% | 16,445 | $819K |
| World Investment Advisors | 0.01% | No change | 16,370 | $815K |
| Eagle Harbor Asset Management Inc. | 0.64% | Reduce -3.0% | 16,327 | $813K |
| Arkadios Wealth Advisors | 0.01% | Reduce -15.8% | 16,315 | $812K |
| Ascent Group, LLC | 0.02% | Add +0.8% | 15,900 | $792K |
| Keating Financial Advisory Services, Inc. | 0.10% | Add +5.7% | 15,880 | $791K |
| Laurel Oak Wealth Management, LLC | 0.11% | Add +67.5% | 15,761 | $785K |
| BostonPremier Wealth LLC | 0.33% | Reduce -8.4% | 15,704 | $782K |
| Bluespring Wealth Management, LLC | 0.01% | New | 15,347 | $764K |
| Avaii Wealth Management, LLC | 0.22% | Reduce -0.3% | 15,343 | $764K |
| Providence First Trust Co | 0.20% | New | 14,614 | $727K |
| HighPoint Advisor Group LLC | 0.03% | Add +19.9% | 14,604 | $727K |
| Southland Equity Partners LLC | 0.12% | Add +23.1% | 14,008 | $697K |
| StrongBox Wealth, LLC | 0.20% | Reduce -9.7% | 13,975 | $696K |
| Legacy Edge Advisors, LLC | 0.06% | No change | 13,971 | $695K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.15% | Reduce -16.1% | 13,841 | $689K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -4.3% | 13,588 | $676K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -10.4% | 13,531 | $674K |
| Argent Advisors, Inc. | 0.17% | Reduce -10.5% | 13,352 | $665K |
| Principal Securities, Inc. | 0.01% | Reduce -2.0% | 13,299 | $662K |
| International Assets Investment Management, LLC | 0.04% | Reduce -5.8% | 13,298 | $661K |
| Financial Network Wealth Advisors LLC | 0.66% | Reduce -4.4% | 13,002 | $647K |
| Barnes Dennig Private Wealth Management LLC | 0.52% | Add +6.2% | 12,969 | $646K |
| Valley Financial Group, Inc. | 0.32% | Add +0.3% | 12,851 | $640K |
| MAI Capital Management | 0.00% | Reduce -14.9% | 12,762 | $635K |
| WCG Wealth Advisors LLC | 0.01% | Add +9.0% | 12,576 | $626K |
| Columbia Advisory Partners LLC | 0.34% | Add +2.0% | 12,537 | $624K |
| Creative Planning | 0.00% | Reduce -8.6% | 12,410 | $618K |
| Ballew Advisors, Inc | 0.32% | Add +0.9% | 12,382 | $616K |
| Park Square Financial Group, LLC | 5.37% | Reduce -16.4% | 11,954 | $595K |
| Spire Wealth Management | 0.02% | Add +60.3% | 11,667 | $581K |
| Lanark Financial, Inc. | 0.04% | Reduce -2.5% | 11,583 | $577K |
| Entelevest, LLC | 0.48% | Add +10.3% | 11,112 | $553K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -3.4% | 10,936 | $544K |
| IFG Advisory, LLC | 0.02% | Add +503.2% | 10,737 | $535K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +60.3% | 10,719 | $534K |
| Plotkin Financial Advisors, LLC | 0.21% | Add +10.2% | 10,142 | $505K |
| Goldstone Financial Group, LLC | 0.05% | Add +9.3% | 10,122 | $504K |
| Realta Investment Advisors | 0.16% | Add +1003900.0% | 10,040 | $500K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -9.4% | 9,990 | $497K |
| Ssi Investment Management LLC | 0.17% | Reduce -0.3% | 9,987 | $497K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.2% | 9,896 | $493K |
| Global Retirement Partners, LLC | 0.01% | — | 9,853 | $490K |
| Embree Financial Group | 0.05% | Reduce -31.8% | 9,790 | $487K |
| GeoWealth Management, LLC | 0.01% | Reduce -10.7% | 9,481 | $472K |
| 626 Financial, LLC | 0.18% | Reduce -15.5% | 9,451 | $470K |
| Wealth Effects LLC | 0.13% | No change | 9,394 | $468K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.6% | 9,378 | $466K |
| Fiduciary Financial Advisors | 0.05% | New | 9,292 | $463K |
| Kinetic Wealth Investment Advisors LLC | 0.22% | — | 9,244 | $460K |
| Burke & Herbert Bank & Trust Co. | 0.11% | No change | 9,053 | $451K |
| Claro Advisors Inc. | 0.05% | Add +12.6% | 8,965 | $446K |
| Proactive Wealth Strategies LLC | 0.07% | Reduce -3.1% | 8,924 | $444K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -5.2% | 8,923 | $444K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -23.4% | 8,885 | $442K |
| TradeWell Securities, LLC. | 0.16% | Add +4.7% | 8,750 | $436K |
| BankPlus Wealth Management LLC | 0.19% | New | 8,694 | $433K |
| Family Legacy, Inc. | 0.11% | No change | 8,513 | $424K |
| Arbor Capital Management Inc. | 0.41% | Reduce -14.2% | 8,469 | $419K |
| PFG Advisors | 0.02% | Reduce -5.0% | 8,312 | $414K |
| Winebrenner Capital Management LLC | 0.24% | Add +1.6% | 8,041 | $400K |
| Hamilton Wealth, LLC | 0.07% | Reduce -41.9% | 7,956 | $396K |
| OakTrust Wealth Advisors, LLC | 0.34% | Add +0.1% | 7,921 | $394K |
| West Michigan Advisors, LLC | 0.07% | Add +14.0% | 7,917 | $394K |
| Accurate Wealth Management, LLC | 0.04% | New | 7,915 | $393K |
| Laraway Financial Advisors Inc | 0.24% | Reduce -0.6% | 7,810 | $389K |
| 1776 Wealth LLC | 0.13% | No change | 7,675 | $382K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Reduce -24.6% | 7,674 | $382K |
| Highline Wealth Partners LLC | 0.08% | New | 7,560 | $376K |
| Cornell Pochily Investment Advisors, Inc. | 0.10% | Reduce -7.6% | 7,514 | $374K |
| Founders Financial Securities LLC | 0.02% | Add +25.0% | 7,495 | $373K |
| Strategic Financial Concepts, LLC | 0.11% | Add +1.0% | 7,455 | $371K |
| HBW Advisory Services LLC | 0.03% | Add +1.5% | 7,326 | $365K |
| Milestones Private Investment Advisors LLC | 0.29% | Add +3.5% | 7,317 | $364K |
| Titleist Asset Management, LLC | 0.02% | Add +35.9% | 7,266 | $362K |
| J.M. Arbour, LLC | 0.31% | Add +8.4% | 7,249 | $361K |
| Platform Technology Partners | 0.06% | No change | 7,226 | $360K |
| Ni Acquisitions Company, LLC | 0.15% | — | 1,337 | $354K |
| Wealth Management Associates, Inc. | 0.09% | Add +0.1% | 6,714 | $334K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 6,632 | $330K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.1% | 6,455 | $321K |
| Focus Financial Network, Inc. | 0.01% | Reduce -3.2% | 6,255 | $311K |
| Crux Wealth Advisors | 0.11% | New | 6,210 | $309K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 6,084 | $303K |
| Rossby Financial, LCC | 0.06% | Add +2.4% | 6,063 | $302K |
| Grantvest Financial Group LLC | 0.17% | Add +9.2% | 6,060 | $302K |
| PCG Wealth Advisors, LLC | 0.07% | New | 5,981 | $298K |
| Luminist Capital LLC | 0.33% | Reduce -0.8% | 5,886 | $293K |
| MPWM Advisory Solutions, LLC | 0.13% | Reduce -1.2% | 5,766 | $287K |
| Private Client Services, LLC | 0.07% | Reduce -7.0% | 5,728 | $285K |
| TFB Advisors LLC | 0.13% | Reduce -6.5% | 5,713 | $284K |
| Smartleaf Asset Management LLC | 0.01% | No change | 5,702 | $284K |
| Novem Group | 0.03% | Add +9.3% | 5,553 | $276K |
| Black Swift Group, LLC | 0.04% | New | 5,520 | $275K |
| Holos Integrated Wealth LLC | 0.13% | No change | 5,516 | $274K |
| Retirement Guys Formula LLC | 0.10% | Reduce -0.0% | 5,479 | $273K |
| Balboa Wealth Partners | 0.04% | Add +2.4% | 5,436 | $271K |
| Cypress Capital Group | 0.02% | Add +0.3% | 5,320 | $265K |
| Ancora Advisors LLC | 0.01% | No change | 5,285 | $263K |
| Betterment LLC | 0.00% | Add +24.4% | 5,275 | $263K |
| Archer Investment Corp | 0.05% | Reduce -12.1% | 5,240 | $261K |
| Sound Income Strategies, LLC | 0.01% | Add +5.3% | 5,021 | $250K |
| Smithbridge Asset Management Inc. | 0.03% | Reduce -10.9% | 5,001 | $249K |
| Tidemark, LLC | 0.06% | Add +0.1% | 4,957 | $247K |
| Kestra Investment Management, LLC | 0.00% | New | 4,919 | $245K |
| Alessandra Capital Management, LLC | 0.17% | No change | 4,900 | $244K |
| Talon Private Wealth, LLC | 0.03% | Add +14.4% | 4,898 | $244K |
| Waterloo Capital, L.P. | 0.01% | Reduce -0.1% | 4,894 | $244K |
| Trueblood Wealth Management, LLC | 0.08% | Add +0.4% | 4,757 | $237K |
| RMR Wealth Builders | 0.01% | Reduce -0.5% | 4,724 | $235K |
| TrueWealth Advisors, LLC | 0.05% | Add +2.9% | 4,710 | $234K |
| Zacks Investment Management | 0.00% | Add +9.3% | 4,698 | $234K |
| Merkkuri Wealth Advisors LLC | 0.14% | Reduce -19.1% | 4,655 | $232K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -20.1% | 4,592 | $229K |
| Genesee Capital Advisors, LLC | 0.07% | Reduce -3.4% | 4,564 | $227K |
| Sargent Investment Group, LLC | 0.03% | Reduce -24.5% | 4,560 | $227K |
| USAdvisors Wealth Management, LLC | 0.06% | New | 4,551 | $226K |
| Koshinski Asset Management, Inc. | 0.01% | Add +0.2% | 4,523 | $225K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 4,500 | $224K |
| Rubicon Advisors, GP | 0.16% | Reduce -69.2% | 4,449 | $221K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,448 | $221K |
| Strategic Blueprint, LLC | 0.01% | Add +7.1% | 4,440 | $221K |
| Summit Wealth Group LLC / Co. | 0.02% | Reduce -46.7% | 4,420 | $220K |
| Integrity Alliance, Llc. | 0.01% | New | 4,416 | $220K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +5.5% | 4,325 | $215K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -6.5% | 4,295 | $214K |
| Sapient Capital LLC | 0.00% | Reduce -36.0% | 4,278 | $213K |
| Kaydan Wealth Management, Inc. | 0.06% | No change | 4,127 | $205K |
| Asset Allocation Strategies LLC | 0.03% | New | 4,088 | $204K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2430.0% | 4,048 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 3,965 | $197K |
| Gilpin Wealth Management, LLC | 0.12% | Add +228.0% | 3,615 | $180K |
| Highland Investment Advisors LLC | 0.08% | — | 3,499 | $174K |
| Hilton Head Capital Partners, LLC | 0.08% | Reduce -21.8% | 3,328 | $166K |
| First Horizon Corp. | 0.01% | Add +12.6% | 3,235 | $161K |
| Blair William & Co. | 0.00% | No change | 3,200 | $159K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -27.3% | 3,056 | $152K |
| Larson Financial Group LLC | 0.00% | Reduce -8.0% | 2,761 | $137K |
| NBT Bank, N.A. | 0.01% | Reduce -66.2% | 2,446 | $122K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -8.1% | 2,275 | $113K |
| Noble Wealth Management PBC | 0.05% | New | 2,273 | $113K |
| Marshall Investment Management, LLC | 0.05% | Add +1.0% | 2,223 | $111K |
| MTM Investment Management, LLC | 0.03% | No change | 2,173 | $108K |
| Parallel Advisors, LLC | 0.00% | Reduce -25.0% | 2,150 | $107K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.7% | 2,144 | $107K |
| US Bancorp \de | 0.00% | Reduce -29.1% | 1,841 | $92K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,645 | $82K |
| Tucker Asset Management LLC | 0.02% | Reduce -0.4% | 1,604 | $80K |
| Allworth Financial LP | 0.00% | Reduce -20.3% | 1,543 | $77K |
| Coppell Advisory Solutions LLC | 0.01% | New | 98,408 | $74K |
| Raleigh Capital Management Inc. | 0.02% | Add +1.0% | 1,189 | $59K |
| Mosley Wealth Management | 0.02% | Reduce -74.2% | 1,156 | $58K |
| Gill Capital Partners, LLC | 0.01% | No change | 1,090 | $54K |
| Wagner Wealth Management, LLC | 0.01% | Add +1.0% | 1,033 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 900 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | Add +50.2% | 826 | $41K |
| Bank of Montreal | 0.00% | Reduce -44.8% | 724 | $36K |
| Smithfield Trust Co | 0.00% | No change | 725 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 702 | $35K |
| Avion Wealth | 0.01% | Add +409.8% | 622 | $30K |
| Vima LLC | 0.03% | — | 593 | $30K |
| Wolff Wiese Magana LLC | 0.01% | No change | 540 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 525 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +15.3% | 476 | $24K |
| Y.D. More Investments Ltd | 0.00% | No change | 450 | $22K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 447 | $22K |
| Ascentis Independent Advisors | 0.06% | Reduce -98.9% | 436 | $22K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 402 | $20K |
| True Wealth Design, LLC | 0.00% | No change | 400 | $20K |
| Go Invest LLC | 0.00% | Add +7.8% | 400 | $20K |
| BNP Paribas Financial Markets | 0.00% | Add +686.0% | 338 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 335 | $17K |
| Mascoma Wealth Management LLC | 0.00% | New | 318 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 284 | $14K |
| Cheviot Value Management, LLC | 0.00% | No change | 255 | $13K |
| Truvestments Capital LLC | 0.00% | New | 222 | $11K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 200 | $10K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 187 | $9K |
| Ameriflex Group, Inc. | 0.00% | No change | 127 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | New | 125 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +0.8% | 122 | $6K |
| American National Bank & Trust | 0.00% | No change | 75 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 68 | $3K |
| Key Capital Management, INC | 0.00% | Reduce -78.9% | 68 | $3K |
| Synergy Investment Management, LLC | 0.00% | No change | 62 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +152.6% | 48 | $2K |
| MCF Advisors LLC | 0.00% | New | 46 | $2K |
| Caitlin John, LLC | 0.00% | No change | 41 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 38 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 37 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 36 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 15 | $747 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 14 | $697 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 8 | $397 |
| Strive Financial Group ,LLC | 0.00% | New | 6 | $299 |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 5 | $239 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is LMBS's weight in each manager's 13F, not the share of First Trust Low Duration Opp the manager owns.