425 tracked 13F filers disclose a position in LMBS as of the latest SEC 13F filings, a combined $4.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $764.7M | 15.4M | ▲+8.5% Added · +1.2M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $614.5M | 12.3M | ▲+7.2% Added · +826K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $288.0M | 5.8M | ▲+4.7% Added · +261K sh | Q1 2026 | |
| 4 | UBS Group AG | $235.9M | 4.7M | ▲+2.7% Added · +125K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $204.5M | 4.1M | ▲+1.0% Added · +40K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $161.5M | 3.2M | ▲+13% Added · +373K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $127.1M | 2.6M | ▲+7.2% Added · +172K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $99.7M | 2.0M | ▲+12% Added · +212K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $93.2M | 1.9M | ▲+29% Added · +416K sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $75.8M | 1.5M | ▲+15% Added · +199K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $72.7M | 1.5M | ▲+24% Added · +283K sh | Q1 2026 | |
| 12 | Concurrent Investment Advisors, LLC | $65.5M | 1.3M | ▼−7.7% Reduced · −109K sh | Q2 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $60.9M | 1.2M | ▲+17% Added · +176K sh | Q1 2026 | |
| 14 | Berger Financial Group, Inc | $56.7M | 1.1M | ▲+1.0% Added · +12K sh | Q2 2026 | |
| 15 | Clearwater Capital Advisors, LLC | $47.4M | 952K | ▲+4.7% Added · +43K sh | Q2 2026 | |
| 16 | Harvest Investment Services, LLC | $44.9M | 902K | ▲+0.7% Added · +6K sh | Q2 2026 | |
| 17 | Csenge Advisory Group | $44.9M | 902K | ▲+8.2% Added · +68K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $43.9M | 882K | ▲+7.7% Added · +63K sh | Q1 2026 | |
| 19 | Integrated Wealth Concepts LLC | $41.0M | 823K | ▲+84% Added · +376K sh | Q2 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $36.4M | 731K | ▲+38% Added · +202K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $35.2M | 707K | ▼−3.8% Reduced · −28K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $34.5M | 692K | ▲+2.9% Added · +20K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $31.9M | 643K | ▲+68% Added · +261K sh | Q1 2026 | |
| 24 | ASSETMARK, INC | $32.0M | 643K | ▼−2.1% Reduced · −14K sh | Q2 2026 | |
| 25 | Aaron Wealth Advisors LLC | $30.9M | 620K | ▲+1.6% Added · +10K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in LMBS and 35 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 243 funds | $46.1B |
| NVIDIA CORPNVDA | 242 funds | $52.5B |
| MICROSOFT CORPMSFT | 237 funds | $34.8B |
| AMAZON.COM INCAMZN | 237 funds | $25.0B |
| ALPHABET INC-CL AGOOGL | 236 funds | $21.8B |
| JPMORGAN CHASE & COJPM | 229 funds | $10.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 229 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 228 funds | $15.0B |
| META PLATFORMS INC-CLASS AMETA | 227 funds | $11.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 226 funds | $8.3B |
| ISHARES CORE S&P 500 ETFIVV | 225 funds | $16.5B |
| TESLA INCTSLA | 225 funds | $10.5B |
Ranked by how many of LMBS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMBSthis pagemc | 425 funds | $4.7B |
| FTSMmc | 395 funds | $4.8B |
| KNGmc | 289 funds | $1.8B |
| FCVTSSI STRG ETF | 59 funds | $76.1M |
| EIPXmc | 53 funds | $468.9M |
| HISFHIGH INCM STRGC | 34 funds | $73.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LMBS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LMBS/capital-change-brief"
Use Arkolith's capital_change_brief for LMBS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.