Among active 13F managers last quarter, 11 opened and 34 added, while 3 reduced; the largest holder to move was KM Capital Management Ltd. (+7.6%).
158 tracked 13F filers disclose a position in LMUB as of the latest SEC 13F filings, a combined $1.6B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 12.0M | $599.8M | ▲New +12.0M sh | Q1 2026 | |
| 2 | LPL Financial LLC | 5.8M | $290.2M | ▲New +5.8M sh | Q1 2026 | |
| 3 | JPMorgan Chase & Co | 2.0M | $97.8M | ▲New +2.0M sh | Q1 2026 | |
| 4 | MML Investors Services, LLC | 1.5M | $77.7M | ▲+28% Added · +330K sh | Q2 2026 | |
| 5 | Morgan Stanley | 1.4M | $70.4M | ▲1k× Added · +1.4M sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 1.1M | $56.5M | ▲61× Added · +1.1M sh | Q1 2026 | |
| 7 | Envestnet Portfolio Solutions, Inc. | 884K | $45.3M | ▲+8.2% Added · +67K sh | Q2 2026 | |
| 8 | Sanctuary Advisors, LLC | 513K | $26.3M | ▲+57% Added · +186K sh | Q2 2026 | |
| 9 | KM Capital Management Ltd. | 442K | $22.7M | ▲+7.6% Added · +31K sh | Q2 2026 | |
| 10 | Vise Technologies, Inc. | 356K | $18.2M | ▲New +356K sh | Q2 2026 | |
| 11 | Foundations Investment Advisors, LLC | 341K | $17.5M | ▲+32% Added · +84K sh | Q2 2026 | |
| 12 | One Wealth Advisors, LLC | 336K | $17.2M | ▲+38% Added · +92K sh | Q2 2026 | |
| 13 | Icon Wealth Advisors, LLC | 304K | $15.5M | ▲+3.5% Added · +10K sh | Q2 2026 | |
| 14 | BlackRock, Inc. | 256K | $13.1M | —Held | Q2 2026 | |
| 15 | Jane Street Group, LLC | 211K | $10.6M | ▲New +211K sh | Q1 2026 | |
| 16 | OneDigital Investment Advisors LLC | 208K | $10.4M | ▲42× Added · +203K sh | Q1 2026 | |
| 17 | Manhattan West Asset Management, LLC | 207K | $10.6M | ▲+31% Added · +48K sh | Q2 2026 | |
| 18 | Buttonwood Financial Group, LLC | 195K | $10.0M | ▲+6.7% Added · +12K sh | Q2 2026 | |
| 19 | Detalus Advisors, LLC | 195K | $10.0M | ▲+17% Added · +28K sh | Q2 2026 | |
| 20 | Stifel Financial Corp | 183K | $9.2M | ▲New +183K sh | Q1 2026 | |
| 21 | Orion Porfolio Solutions, LLC | 174K | $8.9M | ▲+8.3% Added · +13K sh | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | 167K | $8.5M | ▲+103% Added · +85K sh | Q2 2026 | |
| 23 | Tyche Wealth Partners LLC | 155K | $7.9M | ▲+21% Added · +27K sh | Q2 2026 | |
| 24 | CWM, LLC | 152K | $7.6M | ▲New +152K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | 148K | $7.4M | ▲New +148K 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, 11 funds opened a new position in LMUB and 34 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 77 funds | $6.3B |
| Nvidia CorpNVDA | 76 funds | $5.0B |
| Ishrs US E F R A ETF-Usd IncDYNF | 76 funds | $1.9B |
| Ishares S&P 500 Growth ETFIVW | 76 funds | $1.8B |
| Ishares Core Msci EmergingIEMG | 76 funds | $1.3B |
| Ishares National Muni Bond EMUB | 76 funds | $786.1M |
| Microsoft CorpMSFT | 75 funds | $3.5B |
| Apple IncAAPL | 74 funds | $5.4B |
| Alphabet Inc-CL AGOOGL | 74 funds | $2.2B |
| Ishares S&P 500 Value ETFIVE | 74 funds | $1.5B |
| Ishares US Treasury Bond ETFGOVT | 74 funds | $711.1M |
| Ishrs AI In And Tech Act ETFBAI | 73 funds | $933.8M |
Ranked by how many of LMUB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LMUB.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBthis pagemc | 158 funds | $1.6B |
| IBDZmc | 118 funds | $593.1M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 95 funds | $180.1M |
| IBCAmc | 84 funds | $192.6M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 61 funds | $211.1M |
| MAXJmc | 47 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 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.