LMBS institutional holders

First Trust Low Duration Opportunities ETF · 481 reporting institutions · $5.1B reported value

Funds that can replace LMBS · LMBS return decomposition

Institutional holdings

Institutions reporting LMBS, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$784M23,1852026-06-30
Lpl Financial LLC$684.5M23,4582026-06-30
Wells Fargo & Company/mn$284.1M02026-06-30
UBS Group AG$247.1M02026-06-30
Raymond James Financial Inc$212.8M02026-06-30
Royal Bank of Canada$167.2M02026-06-30
Cetera Investment Advisers$136.3M10,3702026-06-30
Hightower Advisors, LLC$105.1M1,0462026-06-30
Bank of America Corp /de$101.1M02026-06-30
First Trust Advisors LP$90.6M6072026-06-30
Commonwealth Equity Services, LLC$76.3M2,8632026-06-30
Northwestern Mutual Wealth Management Co$67.3M02026-06-30
Concurrent Investment Advisors, LLC$65.5M3492026-06-30
Berger Financial Group, Inc$56.7M512026-06-30
Envestnet Pmc$50.7M602026-06-30
Clearwater Capital Advisors, LLC$47.4M152026-06-30
Harvest Investment Services, LLC$44.9M272026-06-30
Csenge Advisory Group$44.9M752026-06-30
Integrated Wealth Concepts LLC$41M4802026-06-30
Jones Financial Companies LLLP$39.8M02026-06-30
Osaic Holdings, Inc.$38M02026-06-30
Harbour Investments, Inc.$35.8M2472026-06-30
Stifel Financial Corp$33.8M02026-06-30
Assetmark, Inc$32M2202026-06-30
Aaron Wealth Advisors LLC$30.9M102026-06-30
Trilogy Capital, Inc.$28.6M722026-06-30
Private Advisor Group, LLC$28.3M9272026-06-30
Heck Capital Advisors, LLC$27.9M242026-06-30
Prospera Financial Services, Inc.$26.1M2702026-06-30
&partners$25.9M5552026-06-30
Cwm, LLC$24.1M6672026-03-31
Vestmark Advisory Solutions, Inc.$24M82026-06-30
Walkner Condon Financial Advisors LLC$23.5M152026-06-30
Baird Financial Group, Inc.$23.3M02026-06-30
W1m Asset Management Ltd$22.7M02026-06-30
Brookstone Capital Management$22.3M3372026-06-30
Cerity Partners LLC$21.1M7772026-06-30
Searcy Financial Services Inc /adv$21M82026-06-30
Inspirion Wealth Advisors, LLC$20.9M102026-06-30
Newedge Advisors$20.1M6012026-06-30
Carrera Capital Advisors$18.6M92026-06-30
Kestra Private Wealth Services, LLC$17.6M2062026-06-30
Tl Private Wealth$17.4M42026-06-30
TD Capital Management LLC$17.2M82026-06-30
American Financial Advisors, LLC$17M22026-06-30
Fairvoy Private Wealth, LLC$16.7M62026-06-30
Rockefeller Capital Management LP$16.5M3462026-06-30
Truist Financial Corp$16.3M02026-06-30
Prism Advisors, Inc.$15.8M52026-06-30
Clear Creek Financial Management, LLC$15.6M442026-06-30
Kestra Advisory Services, LLC$15.2M1,4792026-06-30
Clifford Swan Investment Counsel LLC$15.1M172026-06-30
Secure Asset Management, LLC$14.8M552026-06-30
Long Run Wealth Advisors, LLC$14M02025-12-31
Carter Financial, LLC$13.5M22026-06-30
Ifp Advisors, Inc$13.5M3182026-06-30
Weitzel Financial Services, Inc.$13.3M62026-06-30
Per Stirling Capital Management, Llc.$13M312026-06-30
Redhawk Wealth Advisors, Inc.$13M432026-06-30
MML Investors Services, LLC$12.9M5,1202026-06-30
Adamsbrown Wealth Consultants LLC$12.9M152026-06-30
Elevation Point Wealth Partners, LLC$12.6M562026-06-30
Steward Partners Investment Advisory, LLC$12.2M4812026-06-30
Foundations Investment Advisors, LLC$12.1M3022026-06-30
Geneos Wealth Management, Inc.$11.9M1932026-06-30
Pfs Partners, LLC$11.8M102026-06-30
Axxcess Wealth Management, LLC$11.5M382026-06-30
Wesbanco Investment Department$11.2M12026-06-30
Ashton Thomas Private Wealth, LLC$11M962026-06-30
Certified Advisory Corp$10.9M172026-06-30
Grove Bank & Trust$10.9M02026-06-30
Susquehanna International Group, LLP$10.8M02026-06-30
Citigroup Inc$10.7M02026-06-30
Ameritas Investment Partners, Inc.$10.7M72026-06-30
Wealth Enhancement Trust Services, Inc.$10.4M02026-06-30
D.A. Davidson & Co.$10.4M6892026-06-30
Petix & Botte Financial$10.3M32026-06-30
First International Bank & Trust$10.3M02025-09-30
Mainsail Financial Group, LLC$10M62026-06-30
Lexaurum Advisors, LLC$9.6M352026-06-30
Darwin Wealth Management, LLC$9.6M122026-06-30
Tcp Asset Management, LLC$9.4M252026-06-30
Comerica Bank$9.4M02025-12-31
Farther Finance Advisors, LLC$9.2M3342026-06-30
Fifth Third Bancorp$9.1M02026-06-30
Bellevue Asset Management, LLC$8.9M22026-06-30
Centennial Wealth Advisory LLC$8.7M102026-06-30
Arax Advisory Partners$8.6M2322026-06-30
Jane Street Group, LLC$8.4M02026-06-30
Ameritas Advisory Services, LLC$8.2M5502026-06-30
Stephens Inc /ar$8.1M2432026-06-30
Edgerock Capital LLC$7.5M122026-06-30
Ima Advisory Services, Inc.$7.5M482026-06-30
Mra Advisory Group$7.4M82026-06-30
Fairway Financial, LLC$7.3M22026-06-30
Mutual Advisors, LLC$7.2M1532026-06-30
Snowden Capital Advisors LLC$7M1222026-06-30
Rfg Advisory, LLC$7M1912026-06-30
Mgo One Seven LLC$6.9M1182026-06-30
Lunt Capital Management, Inc.$6.9M32026-06-30
Ewg Elevate Inc.$6.9M02025-09-30
Citadel Advisors LLC$6.8M02026-06-30
Genesis Private Wealth, LLC$6.8M62026-06-30
Triumph Capital Management$6.7M142026-06-30
Vaquero Private Wealth, Ltd$6.6M62026-06-30
Summit Financial, LLC$6.6M2292026-06-30
Rivertree Advisors, LLC$6.5M22026-06-30
Independent Advisor Alliance, LLC$6.4M3022026-06-30
Secure Financial Management$6.3M22026-06-30
Heartland Bank & Trust Co$6.3M02026-06-30
Envestnet Portfolio Solutions, Inc.$6.2M32026-06-30
Indivisible Partners$5.9M342026-06-30
Jpmorgan Chase & Co$5.7M02026-06-30
Focus Partners Wealth$5.6M1,0482026-06-30
Oppenheimer & Co. Inc.$5.4M1,1662026-06-30
Equitable Holdings, Inc.$5.2M02026-06-30
Wilkerson Advisory Group LLC$5M52026-06-30
Stratos Wealth Partners, Ltd.$4.9M3862026-06-30
U.S. Capital Wealth Advisors, LLC$4.9M02026-03-31
Eversource Wealth Advisors, LLC$4.9M772026-06-30
James J. Burns & Company, LLC$4.8M62026-06-30
Avior Wealth Management, LLC$4.7M692026-06-30
Friedenthal Financial, LLC$4.4M42026-06-30
Compass Financial Management LLC$4.4M462026-06-30
Migdal Insurance & Financial Holdings Ltd.$4.4M02026-06-30
Fig Financial Advisory Services Inc /adv$4.3M32026-06-30
Braun-Bostich & Associates Inc.$4.3M42026-06-30
Anfield Capital Management, LLC$4.2M02026-03-31
Atria Investments, Inc$4M62026-06-30
Cornerstone Financial Management LLC$4M42026-06-30
Sovran Advisors, LLC$4M702026-06-30
Sanctuary Advisors, LLC$3.8M4012026-06-30
Claris Financial LLC$3.7M22026-03-31
Premier Private Wealth Management LLC$3.6M42026-06-30
Continuum Advisory, LLC$3.5M402026-06-30
Ferguson Shapiro LLC$3.4M02026-06-30
Stonehaven Wealth & Tax Solutions$3.4M22026-06-30
Dominguez Wealth Management Solutions, Inc.$3.4M22026-06-30
Hidden Cove Wealth Management$3.3M72026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$3.3M02026-06-30
Corecap Advisors, LLC$3.3M1182026-06-30
Western Wealth Management, LLC$3.3M1122026-06-30
Main Street Financial Solutions, LLC$3.3M412026-06-30
Wealthcare Advisory Partners LLC$3.2M1702026-06-30
Trivium Point Advisory, LLC$3.2M182026-06-30
Center for Financial Planning Inc$3.2M172026-06-30
Condor Capital Management$3.2M172026-06-30
Silver Oak Securities, Incorporated$3.2M1172026-06-30
Insight Inv LLC$3.1M22026-06-30
Gateway Wealth Partners, LLC$3M1012026-06-30
Advanced Portfolio Strategies$3M92026-06-30
Benjamin Edwards Inc$3M02026-06-30
Iht Wealth Management LLC$3M1592026-06-30
Endowment Wealth Management, Inc.$3M132026-06-30
Commonwealth Financial Services, LLC$2.9M152026-06-30
City Holding Co$2.9M02026-06-30
Msa Financial$2.8M82026-06-30
Pine Valley Investments Ltd Liability Co$2.8M332026-06-30
Plus Group Wealth Advisors LLC$2.7M42026-06-30
Destiny Wealth Partners, LLC$2.7M162026-06-30
Perigon Wealth Management, LLC$2.7M922026-06-30
Golden State Wealth Management, LLC$2.7M472026-06-30
Abbot Financial Management, Inc$2.7M32026-06-30
Kingsview Wealth Management, LLC$2.6M1152026-06-30
Northeast Planning Associates, Inc. / Nh$2.5M02026-06-30
Sigma Planning Corp$2.4M4742026-06-30
Maridea Wealth Management$2.4M382026-06-30
Stenger Family Office, LLC$2.4M72026-06-30
Smart Wealth LLC$2.4M192026-06-30
Capital Investment Advisory Services, LLC$2.4M1032026-06-30
National Wealth Management Group, LLC$2.4M182026-06-30
Independent Wealth Network Inc.$2.4M342026-06-30
Endeavor Private Wealth, Inc.$2.4M122026-06-30
Traction Financial Partners, LLC$2.3M72026-06-30
Kom Wealth Management Group, LLC$2.3M62026-06-30
Trustmark Bank Trust Department$2.3M02026-06-30
Clear Point Advisors Inc.$2.3M32026-06-30
Captrust Financial Advisors$2.3M9622026-06-30
Davenport & Co LLC$2.2M3392026-06-30
Vestgen Advisors, LLC$2.2M582026-06-30
Bigelow Investment Advisors, LLC$2.2M42026-06-30
Independent Financial Group, LLC$2.1M4812026-06-30
Split Rock Private Trading & Wealth Management, LLC$2.1M52026-06-30
Fsb Premier Wealth Management, Inc.$2.1M102026-06-30
Country Club Bank$2.1M02025-09-30
Chris Bulman Inc$2.1M72026-06-30
Procore Advisors, LLC$2M32026-06-30
Ifc & Insurance Marketing, Inc.$2M82026-06-30
Midwest Financial Group LLC$1.9M112026-06-30
First National Bank of Omaha$1.9M02026-06-30
Center for Asset Management, LLC$1.9M22026-06-30
True Blue Financial, LLC$1.9M32026-06-30
Cottonwood Capital Advisors, LLC$1.8M22026-06-30
Ifrah Financial Services, Inc.$1.8M92026-06-30
Img Wealth Management, Inc.$1.8M72026-06-30
Patten Group, Inc.$1.8M72026-06-30
Maia Wealth LLC$1.8M412026-06-30
Gladstone Institutional Advisory LLC$1.8M1082026-06-30
Renaissance Technologies LLC$1.8M02026-06-30
Beacon Financial Advisory LLC$1.8M132026-06-30
Wagner Wealth Management, Corp.$1.8M32026-06-30
Wisconsin Wealth Advisors, LLC$1.8M32026-06-30
Ae Wealth Management LLC$1.7M4712026-06-30
Prime Capital Financial$1.7M2652026-06-30
Integrated Advisors Network LLC$1.7M792026-06-30
Tbh Global Asset Management, LLC$1.6M132026-06-30
Arcadia Wealth Management, Inc.$1.6M02026-06-30
Carlson Financial, Inc.$1.6M42026-06-30
J.W. Cole Advisors, Inc.$1.6M4992026-06-30
O'Connor Financial Group LLC$1.6M42026-06-30
Romano Wealth Management$1.6M112026-06-30
Kovack Advisors, Inc.$1.6M2582026-06-30
Team Financial Group, LLC$1.6M62026-06-30
New Edge Wealth$1.6M1512026-06-30
Acorn Wealth Advisors, LLC$1.5M52026-06-30
Park National Corp /oh$1.5M02026-06-30
Balefire, LLC$1.5M372026-06-30
Perennial Investment Advisors, LLC$1.5M492026-06-30
Simplicity Wealth, LLC$1.5M02026-06-30
Wall Street Financial Group, Inc.$1.5M22026-06-30
Aifg Consultants Ltd.$1.4M72025-12-31
Synergy Asset Management, LLC$1.4M102026-06-30
Belpointe Asset Management LLC$1.4M1702026-06-30
Wealth Enhancement Advisory Services, LLC$1.4M1,0262026-06-30
Advisory Services Network$1.4M2532026-06-30
Atwood & Palmer Inc$1.3M72026-06-30
Mariner, LLC$1.3M02026-06-30
Raab & Moskowitz Asset Management LLC$1.3M42026-06-30
Chicago Partners Investment Group LLC$1.3M572026-06-30
Apollon Wealth Management, LLC$1.2M1512026-06-30
Barrett & Company, Inc.$1.2M42026-06-30
Planvest Financial, Inc$1.1M62026-06-30
Prosperity - An Eisneramper Company$1.1M652026-06-30
Modern Wealth Management, LLC$1.1M1612026-06-30
Tcfg Wealth Management, LLC$1.1M02026-03-31
Tcfg Investment Advisors, LLC$1.1M312026-06-30
Global Assets Advisory, LLC$1.1M302026-06-30
Chiron Capital Management, LLC$1.1M12026-06-30
Nations Financial Group Inc, /ia/ /adv$1.1M02026-06-30
Kintra Wealth, LLC$1.1M472026-06-30
S Harris Financial Group, LLC$1.1M72026-06-30
Onedigital Investment Advisors LLC$1.1M3862026-06-30
Orion Porfolio Solutions, LLC$1.1M1992026-06-30
Crusonia Wealth Advisors LLC$1.1M172026-06-30
Creativeone Wealth, LLC$1.1M2212026-06-30
Manhattan West Asset Management, LLC$1.1M102026-06-30
Helium Advisors LLC$1M52026-06-30
Keystone Wealth Services, LLC$1M122026-06-30
Sowell Financial Services LLC$992.3K1082026-06-30
Capital Cs Group, LLC$976.6K42026-06-30

The 250 largest of 481 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30