LMBS Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (LMBS) following the 2026 Q2 hedge fund 13F filings?

As of today, LMBS has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LMBS gained -1.3% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

First Tr Exchange-Traded Fd (LMBS)

448 + Investors. Track Smart Money conviction in LMBS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LMBS

Based on 456 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added LMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

456 hedge funds hold LMBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+46 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

265 buying188 selling

Last quarter: 265 funds bought or added vs 188 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~54 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 30 → 68 → 53 → 54. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new

272 out of 456 hedge funds have held LMBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~54 new funds/quarter

44 → 30 → 68 → 53 → 54 new funds/Q

New funds entering each quarter: 30 → 68 → 53 → 54. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 26% new

Entry-cohort mix of 457 holders: 278 (61%) are 2+ year veterans, 62 entered 1–2 years ago, and 117 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

20 of 456 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in LMBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	448	441	1.59%
13F Shares	101M	96M	4.76%
Total Value	$4.94B	$4.73B	4.51%
New Positions	50	53	-3
Increased Positions	210	212	-2
Closed Positions	43	41	+2
Reduced Positions	147	138	+9
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

448

441

1.59%

13F Shares

101M

96M

4.76%

Total Value

$4.94B

$4.73B

4.51%

New Positions

-3

Increased Positions

210

212

-2

Closed Positions

Reduced Positions

147

138

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

448 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LMBS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LMBS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Carter Financial, LLC	10.15%	271,854	$13.5M
2	Searcy Financial Services Inc /Adv	7.04%	421,868	$21.0M
3	Harvest Investment Services, LLC	6.94%	902,106	$44.9M
4	TL Private Wealth	6.39%	351,110	$17.4M
5	Park Square Financial Group, LLC	5.37%	11,954	$595K
6	Fairway Financial, LLC	4.96%	145,852	$7.3M
7	PFS Partners, LLC	4.77%	236,514	$11.8M
8	Weitzel Financial Services, Inc.	4.52%	267,156	$13.3M
9	Bellevue Asset Management, LLC	4.13%	179,754	$8.9M
10	Prism Advisors, Inc.	3.83%	316,571	$15.8M
11	RiverTree Advisors, LLC	3.81%	129,770	$6.5M
12	Clearwater Capital Advisors, LLC	3.47%	952,240	$47.4M
13	Fairvoy Private Wealth, LLC	3.38%	336,370	$16.7M
14	Mainsail Financial Group, LLC	3.38%	200,002	$10.0M
15	Cornerstone Financial Management LLC	3.20%	80,173	$4.0M
16	Premier Private Wealth Management LLC	3.17%	72,686	$3.6M
17	Berger Financial Group, Inc	2.90%	1,139,455	$56.7M
18	Stonehaven Wealth & Tax Solutions, LLC	2.76%	69,256	$3.4M
19	Carrera Capital Advisors	2.76%	373,946	$18.6M
20	Walkner Condon Financial Advisors LLC	2.70%	471,806	$23.5M
21	MRA Advisory Group	2.67%	148,202	$7.4M
22	Darwin Wealth Management, LLC	2.62%	192,500	$9.6M
23	Plus Group Wealth Advisors LLC	2.57%	54,825	$2.7M
24	Lunt Capital Management, Inc.	2.51%	137,684	$6.9M
25	ProCore Advisors, LLC	2.51%	40,741	$2.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (LMBS)

What does the Smart Money Trend signal show for LMBS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LMBS?

Slight buying edge — 58% buying: Last quarter: 265 funds bought or added vs 188 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LMBS holders?

Elite ownership — 52% AUM from top-100 funds: 20 of 456 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in LMBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LMBS?

60% of holders stayed for 2+ years: 272 out of 456 hedge funds have held LMBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy First Tr Exchange-Traded Fd (LMBS) following the 2026 Q2 hedge fund 13F filings?

As of today, LMBS has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LMBS has gained -1.3% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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First Tr Exchange-Traded Fd (LMBS)

Smart Money Signals — LMBS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~54 new funds per quarter

60% of holders stayed for 2+ years

Steady discovery — ~54 new funds/quarter

Veteran-anchored — 61% veterans vs 26% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — LMBS

Hedge Fund Ownership: LMBS

Market Analysis: LMBS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LMBS

Is It Too Late to Buy First Tr Exchange-Traded Fd (LMBS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LMBS

Statistics: LMBS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (LMBS)

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