125 tracked 13F filers disclose a position in LMUB as of the latest SEC 13F filings, a combined $1.5B 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 | ENVESTNET ASSET MANAGEMENT INC | $599.8M | 12.0M | ▲New +12.0M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $290.2M | 5.8M | ▲New +5.8M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $97.8M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $70.4M | 1.4M | ▲1k× Added · +1.4M sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $59.3M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $56.5M | 1.1M | ▲61× Added · +1.1M sh | Q1 2026 | |
| 7 | Envestnet Portfolio Solutions, Inc. | $45.3M | 884K | ▲+8.2% Added · +67K sh | Q2 2026 | |
| 8 | KM Capital Management Ltd. | $20.7M | 411K | ▲46× Added · +402K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $16.3M | 327K | ▲64× Added · +322K sh | Q1 2026 | |
| 10 | Icon Wealth Advisors, LLC | $15.5M | 304K | ▲+3.5% Added · +10K sh | Q2 2026 | |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $12.9M | 258K | ▲New +258K sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $12.8M | 256K | ▼−20% Reduced · −66K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $10.6M | 211K | ▲New +211K sh | Q1 2026 | |
| 14 | OneDigital Investment Advisors LLC | $10.4M | 208K | ▲42× Added · +203K sh | Q1 2026 | |
| 15 | Buttonwood Financial Group, LLC | $10.0M | 195K | ▲+6.7% Added · +12K sh | Q2 2026 | |
| 16 | Detalus Advisors, LLC | $10.0M | 195K | ▲+17% Added · +28K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $9.2M | 183K | ▲New +183K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $8.5M | 167K | ▲+103% Added · +85K sh | Q2 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $8.0M | 161K | ▲New +161K sh | Q1 2026 | |
| 20 | CWM, LLC | $7.6M | 152K | ▲New +152K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $7.4M | 148K | ▲New +148K sh | Q1 2026 | |
| 22 | Kelly Financial Services LLC | $6.7M | 131K | ▲+9.9% Added · +12K sh | Q2 2026 | |
| 23 | Atlatl Advisers LLC | $6.6M | 128K | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 24 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $6.5M | 127K | ▲+70% Added · +52K sh | Q2 2026 | |
| 25 | Savvy Advisors, Inc. | $5.3M | 107K | ▲New +107K sh | Q1 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, 15 funds opened a new position in LMUB and 28 added to an existing one, while 3 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 |
|---|---|---|
| ISHRS US E F R A ETF-USD INCDYNF | 58 funds | $1.5B |
| NVIDIA CORPNVDA | 57 funds | $3.4B |
| ISHARES S&P 500 GROWTH ETFIVW | 57 funds | $1.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 57 funds | $967.8M |
| ISHARES CORE S&P 500 ETFIVV | 56 funds | $4.6B |
| APPLE INCAAPL | 56 funds | $4.0B |
| ISHARES S&P 500 VALUE ETFIVE | 56 funds | $1.3B |
| ISHARES NATIONAL MUNI BOND EMUB | 56 funds | $574.1M |
| ISHARES US TREASURY BOND ETFGOVT | 56 funds | $438.1M |
| ISHARES U.S. THEMATIC ROTATITHRO | 56 funds | $402.1M |
| MICROSOFT CORPMSFT | 55 funds | $2.7B |
| ISHRS AI IN AND TECH ACT ETFBAI | 55 funds | $684.7M |
Ranked by how many of LMUB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBthis pagemc | 125 funds | $1.5B |
| IBDZmc | 105 funds | $569.0M |
| IBMSmc | 95 funds | $211.8M |
| TOPTmc | 81 funds | $148.7M |
| IBCAmc | 75 funds | $187.7M |
| IBMTmc | 63 funds | $67.5M |
| IBTPmc | 53 funds | $191.4M |
| MAXJmc | 42 funds | $67.1M |
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 LMUB
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/LMUB/capital-change-brief"
Use Arkolith's capital_change_brief for LMUB. 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 LMUB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.