$48.49

-0.04 (-0.08%)

Weekly Expected Move ±0.5%

$48 $48 $48 $49 $49

ETF NASDAQ · AUM $6.2B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — LMBS

482

Institutional Holders

+1 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

216

Increased

175

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (520 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	15,749,351	$764M	+396,525	+2.6%	41Q	SEC ↗
2	LPL Financial LLC	13,749,810	$667M	+1,413,004	+11.5%	43Q	SEC ↗
3	WELLS FARGO & COMPANY/MN	5,707,317	$277M	-75,597	-1.3%	36Q	SEC ↗
4	UBS Group AG	4,963,253	$241M	+227,058	+4.8%	38Q	SEC ↗
5	RAYMOND JAMES FINANCIAL INC	4,275,132	$207M	+168,563	+4.1%	7Q	SEC ↗
6	ROYAL BANK OF CANADA	3,358,268	$163M	+115,402	+3.6%	42Q	SEC ↗
7	Cetera Investment Advisers	2,737,725	$133M	+185,998	+7.3%	35Q	SEC ↗
8	HighTower Advisors, LLC	2,112,029	$102M	+241,404	+12.9%	39Q	SEC ↗
9	BANK OF AMERICA CORP /DE	2,030,760	$98M	+29,210	+1.5%	15Q	SEC ↗
10	FIRST TRUST ADVISORS LP	1,820,529	$88M	+299,649	+19.7%	31Q	SEC ↗
11	COMMONWEALTH EQUITY SERVICES, LLC	1,533,711	$74M	+73,912	+5.1%	35Q	SEC ↗
12	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,351,222	$66M	+128,969	+10.6%	29Q	SEC ↗
13	Concurrent Investment Advisors, LLC	1,315,350	$64M	-109,490	-7.7%	11Q	SEC ↗
14	Berger Financial Group, Inc	1,139,455	$55M	+11,766	+1.0%	15Q	SEC ↗
15	ENVESTNET ASSET MANAGEMENT INC	1,019,474	$49M	+137,128	+15.5%	38Q	SEC ↗
16	Clearwater Capital Advisors, LLC	952,240	$46M	+43,110	+4.7%	8Q	SEC ↗
17	Harvest Investment Services, LLC	902,106	$44M	+6,455	+0.7%	25Q	SEC ↗
18	Csenge Advisory Group	901,794	$44M	+68,317	+8.2%	28Q	SEC ↗
19	JONES FINANCIAL COMPANIES LLLP	799,678	$39M	+156,214	+24.3%	9Q	SEC ↗
20	OSAIC HOLDINGS, INC.	762,206	$37M	+69,723	+10.1%	26Q	SEC ↗
21	Cambridge Investment Research Advisors	749,561	$36M	+8,693	+1.2%	41Q	SEC ↗
22	HARBOUR INVESTMENTS, INC.	718,902	$35M	-11,718	-1.6%	17Q	SEC ↗
23	STIFEL FINANCIAL CORP	678,374	$33M	-28,517	-4.0%	40Q	SEC ↗
24	ASSETMARK, INC	643,298	$31M	-13,989	-2.1%	13Q	SEC ↗
25	Aaron Wealth Advisors LLC	619,993	$30M	+9,765	+1.6%	12Q	SEC ↗
26	Trilogy Capital Inc.	574,767	$28M	+16,726	+3.0%	13Q	SEC ↗
27	Private Advisor Group, LLC	569,240	$28M	-15,207	-2.6%	39Q	SEC ↗
28	Heck Capital Advisors, LLC	559,940	$27M	+31,562	+6.0%	19Q	SEC ↗
29	Prospera Financial Services Inc	524,477	$25M	-12,206	-2.3%	41Q	SEC ↗
30	&PARTNERS	521,063	$25M	+123,379	+31.0%	10Q	SEC ↗
31	Integrated Wealth Concepts LLC	504,821	$24M	+57,764	+12.9%	28Q	SEC ↗
32	CWM, LLC	483,115	$23M	+93,202	+23.9%	18Q	SEC ↗
33	Vestmark Advisory Solutions, Inc.	482,534	$23M	+65,567	+15.7%	10Q	SEC ↗
34	Walkner Condon Financial Advisors LLC	471,806	$23M	+36,987	+8.5%	27Q	SEC ↗
35	Baird Financial Group, Inc.	469,054	$23M	-45,890	-8.9%	31Q	SEC ↗
36	W1M Asset Management Ltd	455,785	$22M	+76,353	+20.1%	3Q	SEC ↗
37	Brookstone Capital Management	448,829	$22M	-3,788	-0.8%	12Q	SEC ↗
38	Cerity Partners LLC	423,154	$21M	-12,505	-2.9%	17Q	SEC ↗
39	SEARCY FINANCIAL SERVICES INC /ADV	421,868	$20M	-15,222	-3.5%	17Q	SEC ↗
40	INSPIRION WEALTH ADVISORS, LLC	420,465	$20M	+24,817	+6.3%	28Q	SEC ↗
41	NewEdge Advisors, LLC	403,638	$20M	+13,875	+3.6%	31Q	SEC ↗
42	Carrera Capital Advisors	373,946	$18M	+19,927	+5.6%	4Q	SEC ↗
43	KESTRA PRIVATE WEALTH SERVICES, LLC	352,904	$17M	-52,871	-13.0%	24Q	SEC ↗
44	TL Private Wealth	351,110	$17M	+14,004	+4.2%	27Q	SEC ↗
45	TD Capital Management LLC	346,384	$17M	+31,442	+10.0%	32Q	SEC ↗
46	American Financial Advisors, LLC	341,860	$17M	-1,904	-0.6%	16Q	SEC ↗
47	Fairvoy Private Wealth, LLC	336,370	$16M	+21,015	+6.7%	7Q	SEC ↗
48	Rockefeller Capital Management L.P.	332,148	$16M	+13,708	+4.3%	25Q	SEC ↗
49	TRUIST FINANCIAL CORP	327,531	$16M	+68,851	+26.6%	27Q	SEC ↗
50	Prism Advisors, Inc.	316,571	$15M	+5,112	+1.6%	33Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
AXXCESS WEALTH MANAGEMENT, LLC	230,934	$11M
CITADEL ADVISORS LLC	137,190	$7M
VAQUERO PRIVATE WEALTH, LTD	133,458	$6M
Indivisible Partners	118,154	$6M
Coppell Advisory Solutions LLC	98,408	$5M
COMPASS FINANCIAL MANAGEMENT LLC	88,335	$4M
FIG FINANCIAL ADVISORY SERVICES INC	86,743	$4M
Clear Point Advisors Inc.	45,392	$2M
Split Rock Private Trading & Wealth	42,547	$2M
RENAISSANCE TECHNOLOGIES LLC	36,000	$2M
Wall Street Financial Group, Inc.	29,324	$1M
Modern Wealth Management, LLC	23,016	$1M
Global Assets Advisory, LLC	22,874	$1M
KINTRA WEALTH, LLC	21,758	$1M
S Harris Financial Group, LLC	21,721	$1M
NATIXIS ADVISORS, LLC	17,790	$863K
Comprehensive Wealth Management, LL	17,268	$837K
Bluespring Wealth Management, LLC	15,347	$744K
Providence First Trust Co	14,614	$709K
Global Retirement Partners, LLC	9,853	$478K

Sold Out (20)

Holder	Prev Shares	Prev Value
Obermeyer Wealth Partners	304,752	$15M
Entruity Wealth, LLC	67,864	$3M
OLD MISSION CAPITAL LLC	51,136	$2M
Pacific Excel Wealth Advisors, Inc.	31,163	$2M
StoneX Group Inc.	29,976	$1M
TrueWealth Financial Partners	29,784	$1M
Elevation Capital Advisory, LLC	26,213	$1M
Hilltop Holdings Inc.	22,130	$1M
WIN ADVISORS, INC	20,107	$975K
Concentrum Wealth Management	14,544	$705K
Flaharty Asset Management, LLC	14,530	$705K
CMC Financial Group	12,706	$616K
Pinnacle Family Advisors, LLC	12,028	$583K
Triad Wealth Partners, LLC	10,390	$504K
Narwhal Capital Management	8,753	$424K
Wealthspire Advisors, LLC	8,308	$403K
Waldron Private Wealth LLC	8,165	$396K
Stockman Wealth Management, Inc.	8,000	$388K
LAKE STREET PRIVATE WEALTH, LLC	5,945	$288K
Vise Technologies, Inc.	5,090	$247K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+1,413,004	+11.5%	13,749,810
MORGAN STANLEY	+396,525	+2.6%	15,749,351
FIRST TRUST ADVISORS LP	+299,649	+19.7%	1,820,529
HighTower Advisors, LLC	+241,404	+12.9%	2,112,029
UBS Group AG	+227,058	+4.8%	4,963,253
Certified Advisory Corp	+213,157	+3303.7%	219,609
Steward Partners Investment Advisor	+191,333	+359.0%	244,622
Cetera Investment Advisers	+185,998	+7.3%	2,737,725
RAYMOND JAMES FINANCIAL INC	+168,563	+4.1%	4,275,132
JONES FINANCIAL COMPANIES LLLP	+156,214	+24.3%	799,678
ENVESTNET ASSET MANAGEMENT INC	+137,128	+15.5%	1,019,474
NORTHWESTERN MUTUAL WEALTH MANAGEME	+128,969	+10.6%	1,351,222
&PARTNERS	+123,379	+31.0%	521,063
ROYAL BANK OF CANADA	+115,402	+3.6%	3,358,268
Arax Advisory Partners	+108,763	+169.0%	173,123
CWM, LLC	+93,202	+23.9%	483,115
U.S. Capital Wealth Advisors, LLC	+88,640	+949.4%	97,976
JANE STREET GROUP, LLC	+82,672	+95.1%	169,635
SUSQUEHANNA INTERNATIONAL GROUP, LL	+78,997	+57.0%	217,699
W1M Asset Management Ltd	+76,353	+20.1%	455,785

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
MERCER GLOBAL ADVISORS INC /ADV	-255,381	-99.8%	390
Independent Advisor Alliance	-246,771	-65.9%	127,932
Commonwealth Financial Services, LL	-236,193	-80.3%	57,838
Concurrent Investment Advisors, LLC	-109,490	-7.7%	1,315,350
Gateway Wealth Partners, LLC	-91,978	-60.1%	61,013
Centennial Wealth Advisory LLC	-75,756	-30.2%	175,229
WELLS FARGO & COMPANY/MN	-75,597	-1.3%	5,707,317
Mariner, LLC	-70,969	-72.8%	26,547
KESTRA PRIVATE WEALTH SERVICES, LLC	-52,871	-13.0%	352,904
Manhattan West Asset Management, LL	-52,470	-71.3%	21,145
Baird Financial Group, Inc.	-45,890	-8.9%	469,054
Sovran Advisors, LLC	-42,715	-34.8%	79,857
Ascentis Independent Advisors	-38,323	-98.9%	436
OPPENHEIMER & CO INC	-32,870	-23.1%	109,190
Avior Wealth Management, LLC	-29,661	-23.8%	95,005
STIFEL FINANCIAL CORP	-28,517	-4.0%	678,374
FSB PREMIER WEALTH MANAGEMENT, INC.	-25,827	-38.0%	42,184
Mutual Advisors, LLC	-25,577	-15.1%	143,639
IFP Advisors, Inc	-24,819	-8.4%	270,349
Sigma Planning Corp	-22,261	-31.2%	49,197

LMBS Institutional Ownership

Institutional Ownership — LMBS

Ownership Trends

Top Institutional Holders (520 total)

Recent Activity

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