Stock Ownership/LMBS

FIRST TR EXCHANGE-TRADED FD (LMBS): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in LMBS. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
4
13F filers
Aggregate Value
$25.4M
Across holders
Last Price
$49.54
2026-08-24
Sector
—
GICS
Quarterly fund activity3 increased0 reduced0 exited
Institutional Holders of LMBS
↗
4 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund332K$16.5M65.0%0.0%Added+$682KQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund137K$6.8M26.9%0.0%Added—Q2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund36K$1.8M7.1%0.0%Added—Q2 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund5K$263K1.0%0.0%Unchanged+$0Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$16.5M· 65.0% of total· 0.0% port· 332K sh· +$682K QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$6.8M· 26.9% of total· 0.0% port· 137K sh· — QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$1.8M· 7.1% of total· 0.0% port· 36K sh· — QoQ· Q2 2026
Ancora Advisors, LLCUnchanged
Hedge Fund
$263K· 1.0% of total· 0.0% port· 5K sh· +$0 QoQ· Q2 2026
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