LMBS Institutional Ownership & Shareholders
FIRST TRUST LOW DURATION OPP (LMBS) is currently held by 443 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.79B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of LMBS tracked by InsiderSet, reporting ownership valued at approximately $784.00M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $771.72M, representing an estimated loss of -1.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed LMBS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST LOW DURATION OPP (LMBS).
This page ranks the largest institutional LMBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
443
Total Reported Value
$4.79B
Largest Holder
Morgan Stanley
Largest Position
$784.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 15,749,351 | $784,002,726 | $771,718,199 | -$12,284,527 | -1.57% | |
| Lpl Financial Llc | 0.15% | 13,749,810 | $684,465,470 | $673,740,690 | -$10,724,780 | -1.57% | |
| Wells Fargo & Company/Mn | 0.05% | 5,707,317 | $284,110,228 | $279,658,533 | -$4,451,695 | -1.57% | |
| Ubs Group Ag | 0.04% | 4,963,253 | $247,070,735 | $243,199,397 | -$3,871,338 | -1.57% | |
| Raymond James Financial Inc | 0.06% | 4,275,132 | $212,816,052 | $209,481,468 | -$3,334,584 | -1.57% | |
| Royal Bank Of Canada | 0.03% | 3,358,268 | $167,174,000 | $164,555,132 | -$2,618,868 | -1.57% | |
| Cetera Investment Advisers | 0.12% | 2,737,725 | $136,283,898 | $134,148,525 | -$2,135,373 | -1.57% | |
| Bank Of America Corp | 0.01% | 2,030,760 | $101,091,257 | $99,507,240 | -$1,584,017 | -1.57% | |
| First Trust Advisors Lp | 0.05% | 1,820,529 | $90,625,949 | $89,205,921 | -$1,420,028 | -1.57% | |
| Commonwealth Equity Services, Llc | 0.10% | 1,625,681 | $78,780,513 | $79,658,369 | +$877,856 | +1.11% | |
| Concurrent Investment Advisors, Llc | 0.45% | 1,349,939 | $65,418,052 | $66,147,011 | +$728,959 | +1.11% | |
| Berger Financial Group, Inc | 2.90% | 1,139,455 | $56,722,077 | $55,833,295 | -$888,782 | -1.57% | |
| Envestnet Asset Management Inc | 0.01% | 1,019,474 | $50,749,408 | $49,954,226 | -$795,182 | -1.57% | |
| Clearwater Capital Advisors, Llc | 3.47% | 952,240 | $47,402,493 | $46,659,760 | -$742,733 | -1.57% | |
| Harvest Investment Services, Llc | 6.94% | 902,106 | $44,906,826 | $44,203,194 | -$703,632 | -1.57% | |
| Csenge Advisory Group | 1.83% | 901,794 | $44,891,316 | $44,187,906 | -$703,410 | -1.57% | |
| Jones Financial Companies Lllp | 0.02% | 799,678 | $39,835,956 | $39,184,222 | -$651,734 | -1.64% | |
| Osaic Holdings, Inc. | 0.04% | 762,206 | $37,953,681 | $37,348,094 | -$605,587 | -1.60% | |
| Harbour Investments, Inc. | 0.48% | 718,902 | $35,786,936 | $35,226,198 | -$560,738 | -1.57% | |
| Assetmark, Inc | 0.06% | 737,499 | $35,739,217 | $36,137,451 | +$398,234 | +1.11% | |
| Stifel Financial Corp | 0.03% | 678,374 | $33,769,275 | $33,240,326 | -$528,949 | -1.57% | |
| Aaron Wealth Advisors Llc | 1.49% | 626,833 | $30,376,330 | $30,714,817 | +$338,487 | +1.11% | |
| Trilogy Capital Inc. | 1.13% | 604,813 | $29,309,223 | $29,635,837 | +$326,614 | +1.11% | |
| Private Advisor Group, Llc | 0.13% | 569,240 | $28,336,755 | $27,892,760 | -$443,995 | -1.57% | |
| Walkner Condon Financial Advisors Llc | 3.03% | 568,608 | $27,554,748 | $27,861,792 | +$307,044 | +1.11% | |
| Prospera Financial Services Inc | 0.38% | 524,477 | $26,110,418 | $25,699,373 | -$411,045 | -1.57% | |
| Financial Enhancement Group Llc | 3.00% | 537,884 | $26,081,995 | $26,356,316 | +$274,321 | +1.05% | |
| &Partners | 0.11% | 521,063 | $25,938,346 | $25,532,087 | -$406,259 | -1.57% | |
| Integrated Wealth Concepts Llc | 0.16% | 504,821 | $25,129,977 | $24,736,229 | -$393,748 | -1.57% | |
| Cwm, Llc | 0.06% | 483,115 | $24,063,981 | $23,672,635 | -$391,346 | -1.63% | |
| Vestmark Advisory Solutions, Inc. | 0.23% | 482,534 | $24,020,524 | $23,644,166 | -$376,358 | -1.57% | |
| Baird Financial Group, Inc. | 0.03% | 469,054 | $23,349,508 | $22,983,646 | -$365,862 | -1.57% | |
| London & Capital Asset Management Ltd | 0.21% | 455,785 | $22,682,140 | $22,333,465 | -$348,675 | -1.54% | |
| Brookstone Capital Management | 0.22% | 466,172 | $22,590,682 | $22,842,428 | +$251,746 | +1.11% | |
| Cerity Partners Llc | 0.03% | 423,154 | $21,064,606 | $20,734,546 | -$330,060 | -1.57% | |
| Inspirion Wealth Advisors, Llc | 2.35% | 427,270 | $20,705,493 | $20,936,230 | +$230,737 | +1.11% | |
| Newedge Advisors, Llc | 0.06% | 403,638 | $20,093,085 | $19,778,262 | -$314,823 | -1.57% | |
| Heck Capital Advisors, Llc | 1.02% | 384,997 | $18,656,937 | $18,864,853 | +$207,916 | +1.11% | |
| Carrera Capital Advisors | 2.76% | 373,946 | $18,615,016 | $18,323,354 | -$291,662 | -1.57% | |
| Truist Financial Corp | 0.02% | 363,830 | $17,631,191 | $17,827,670 | +$196,479 | +1.11% | |
| Kestra Advisory Services, Llc | 0.05% | 358,049 | $17,351,068 | $17,544,401 | +$193,333 | +1.11% | |
| Redhawk Wealth Advisors, Inc. | 1.75% | 356,372 | $17,269,779 | $17,462,228 | +$192,449 | +1.11% | |
| Kestra Private Wealth Services, Llc | 0.18% | 355,931 | $17,248,431 | $17,440,619 | +$192,188 | +1.11% | |
| Td Capital Management Llc | 1.41% | 346,384 | $17,242,976 | $16,972,816 | -$270,160 | -1.57% | |
| American Financial Advisors, Llc | 2.05% | 341,860 | $17,017,805 | $16,751,140 | -$266,665 | -1.57% | |
| Tl Private Wealth | 6.07% | 348,651 | $16,961,945 | $17,083,899 | +$121,954 | +0.72% | |
| Prism Advisors, Inc. | 4.20% | 344,206 | $16,745,627 | $16,866,094 | +$120,467 | +0.72% | |
| Rockefeller Capital Management L.P. | 0.03% | 332,148 | $16,534,369 | $16,275,252 | -$259,117 | -1.57% | |
| Fairvoy Private Wealth, Llc | 3.16% | 323,800 | $15,691,356 | $15,866,200 | +$174,844 | +1.11% | |
| Secure Asset Management, Llc | 2.07% | 319,464 | $15,481,231 | $15,653,736 | +$172,505 | +1.11% |
Frequently asked questions about LMBS
Who are the largest institutional holders of LMBS?
The largest institutional holders of LMBS reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Ubs Group Ag, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported LMBS position.
What is LMBS institutional ownership?
This page tracks LMBS positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST LOW DURATION OPP (LMBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LMBS?
InsiderSet currently tracks 443 institutional managers reporting LMBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LMBS shareholders.
How much LMBS stock do institutions own?
Institutional investment managers disclosed approximately $4.79B in LMBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LMBS institutional ownership last updated?
The latest LMBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LMBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LMBS position after the reporting date.
Are institutions buying or selling LMBS?
Institutional buying and selling can be analyzed by comparing LMBS positions across consecutive 13F reporting periods. InsiderSet's LMBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LMBS ownership changes.
How has LMBS institutional ownership changed over time?
InsiderSet tracks LMBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.