Who owns First Trust Low Duration Opportunities ETF?
Institutional ownership of LMBS from SEC Form 13F filings across 260 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
260
13F holders
$4.19B
value, 2026 filers
67.1%
of shares outstanding (86.1M sh)
26
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LMBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 15.7M | $784.0M | 0.0% | 12.3% | +2.6% |
| 2 | LPL Financial LLC | 13.7M | $684.5M | 0.2% | 10.7% | +11.5% |
| 3 | WELLS FARGO & COMPANY/MN | 5.7M | $284.1M | 0.0% | 4.5% | -1.3% |
| 4 | UBS Group AG | 5.0M | $247.1M | 0.0% | 3.9% | +4.8% |
| 5 | RAYMOND JAMES FINANCIAL INC | 4.3M | $212.8M | 0.1% | 3.3% | +4.1% |
| 6 | ROYAL BANK OF CANADA | 3.4M | $167.2M | 0.0% | 2.6% | +3.6% |
| 7 | Cetera Investment Advisers | 2.7M | $136.3M | 0.1% | 2.1% | +7.3% |
| 8 | HighTower Advisors, LLC | 2.1M | $105.1M | 0.1% | 1.6% | +12.9% |
| 9 | BANK OF AMERICA CORP /DE/ | 2.0M | $101.1M | 0.0% | 1.6% | +1.5% |
| 10 | FIRST TRUST ADVISORS LP | 1.8M | $90.6M | 0.1% | 1.4% | +19.7% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 1.5M | $76.3M | 0.1% | 1.2% | +5.1% |
| 12 | Cambridge Investment Research Advisors, Inc. | 1.5M | $74,626 | 0.2% | 1.2% | +102.3% |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4M | $67.3M | 0.0% | 1.1% | +10.6% |
| 14 | Concurrent Investment Advisors, LLC | 1.3M | $65.5M | 0.6% | 1% | -7.7% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $50.7M | 0.0% | 0.8% | +15.5% |
| 16 | Csenge Advisory Group | 901,794 | $44.9M | 1.8% | 0.7% | +8.2% |
| 17 | Integrated Wealth Concepts LLC | 823,390 | $41.0M | 0.2% | 0.6% | +84.2% |
| 18 | JONES FINANCIAL COMPANIES LLLP | 799,678 | $39.8M | 0.0% | 0.6% | +24.3% |
| 19 | OSAIC HOLDINGS, INC. | 762,206 | $38.0M | 0.0% | 0.6% | +10.1% |
| 20 | HARBOUR INVESTMENTS, INC. | 718,902 | $35.8M | 0.5% | 0.6% | -1.6% |
| 21 | STIFEL FINANCIAL CORP | 678,374 | $33.8M | 0.0% | 0.5% | -4.0% |
| 22 | ASSETMARK, INC | 643,298 | $32.0M | 0.1% | 0.5% | -2.1% |
| 23 | Heck Capital Advisors, LLC | 559,940 | $27.9M | 1.7% | 0.4% | +6.0% |
| 24 | Prospera Financial Services Inc | 524,477 | $26.1M | 0.4% | 0.4% | -2.3% |
| 25 | &PARTNERS | 521,063 | $25.9M | 0.1% | 0.4% | +31.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.