Who owns LMBS?
First Trust Low Duration Opportunities ETF · First Trust
455 institutions reported holding LMBS, worth $5.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LMBS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $784.0M | 15,749,351 | +396,525 shares |
| LPL Financial LLC | Fort Mill, SC | $684.5M | 13,749,810 | +1,413,004 shares |
| Wells Fargo & Company | San Francisco, CA | $284.1M | 5,707,317 | −75,597 shares |
| UBS Group AG | Zurich, Switzerland | $247.1M | 4,963,253 | +227,058 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $212.8M | 4,275,132 | +168,563 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $167.2M | 3,358,268 | +115,402 shares |
| Cetera Investment Advisers | Schaumburg, IL | $136.3M | 2,737,725 | +185,998 shares |
| HighTower Advisors, LLC | Chicago, IL | $105.1M | 2,112,029 | +241,404 shares |
| Bank of America Corp. | Charlotte, NC | $101.1M | 2,030,760 | +29,210 shares |
| First Trust Advisors LP | Wheaton, IL | $90.6M | 1,820,529 | +299,649 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LMBS?
455 institutional managers reported holding LMBS in Form 13F filings for June 30, 2026, worth $5.1B in total. The largest reported position was held by Morgan Stanley, at $784.0M.
Did institutions buy or sell LMBS last quarter?
Reported 13F value rose 6.8% from March 31, 2026, which includes price moves as well as buying and selling. 54 firms reported a new position and 25 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LMBS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.