Who owns Lehman Brothers First Trust IOF?

Tip: Access positions for across all investors

Analyze quarterly positions in Lehman Brothers First Trust IOF with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Lehman Brothers First Trust IOF stock

Who bought or sold Lehman Brothers First Trust IOF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Sit Investment Associates 5.6M $35M 1736% Jun 2026
 View chart
Rivernorth Capital Management 1.4M $8.6M 100% Jun 2026
 View chart
Absolute Investment Advisers 801k $5.0M 100% Jun 2026
 View chart
Morgan Stanley 659k $4.3M 19% Mar 2026
 View chart
Guggenheim Capital, LLC Managers 489k $3.1M -8% Jun 2026
 View chart
LPL Financial 415k $2.6M -14% Jun 2026
 View chart
GraniteShares Advisors 393k $2.5M 15% Jun 2026
 View chart
Quarry 342k $2.1M -30% Jun 2026
 View chart
Invesco 323k $2.0M 33% Jun 2026
 View chart
Wells Fargo & Company 286k $1.8M 7% Jun 2026
 View chart
Uncommon Cents Investing 248k $1.5M 37% Jun 2026
 View chart
Cable Car Capital 233k $1.5M -58% Jun 2026
 View chart
J.w. Cole Advisors 218k $1.4M 100% Jun 2026
 View chart
Toronto-Dominion Bank 205k $1.3M 100% Jun 2026
 View chart
Clear Street Group 199k $1.2M 100% Jun 2026
 View chart
Jpmorgan Chase & Co 198k $1.2M 100% Jun 2026
 View chart
Ameriprise Financial 173k $1.1M 0% Jun 2026
 View chart
Marex Group 162k $1.0M 259% Jun 2026
 View chart
Harbour Investments 152k $951k -10% Jun 2026
 View chart
Bramshill Investments 134k $835k 35% Jun 2026
 View chart
Advisor Group Holdings 112k $701k 31% Jun 2026
 View chart
Raymond James Financial 110k $689k 23% Jun 2026
 View chart
Melfa Wealth Management 104k $651k 8% Jun 2026
 View chart
Wolverine Asset Management 63k $390k 100% Jun 2026
 View chart
Logan Stone Capital 61k $382k 100% Jun 2026
 View chart
Total Wealth Planning & Management 54k $339k 14% Jun 2026
 View chart
Jane Street 54k $335k 14% Jun 2026
 View chart
Readystate Asset Management 52k $325k 100% Jun 2026
 View chart
UBS Group 50k $310k 98% Jun 2026
 View chart
Apollon Wealth Management 47k $294k 2% Jun 2026
 View chart
Equitable Holdings 46k $287k 0% Jun 2026
 View chart
SeaCrest Wealth Management 46k $285k 14% Jun 2026
 View chart
Goss Wealth Management 45k $282k 8% Jun 2026
 View chart
XTX Topco 38k $236k 100% Jun 2026
 View chart
Creative Financial Designs 33k $206k 106% Jun 2026
 View chart
Robinson Capital Management 33k $206k 0% Jun 2026
 View chart
TrueMark Investments 31k $196k 100% Jun 2026
 View chart
HighTower Advisors 31k $191k 0% Jun 2026
 View chart
Intl Fcstone 29k $185k 100% Jun 2026
 View chart
Commonwealth Equity Services 29k $180k 8% Jun 2026
 View chart
AlphaCore Capital 21k $131k -12% Jun 2026
 View chart
Kestra Advisory Services 19k $120k 100% Jun 2026
 View chart
CoreCap Advisors 19k $119k 100% Jun 2026
 View chart
Morris Retirement Advisors 19k $119k 3% Jun 2026
 View chart
PFG Investments 19k $115k 100% Jun 2026
 View chart
Capital Investment Advisors 16k $97k 24% Jun 2026
 View chart
Mercer Global Advisors 13k $83k 0% Jun 2026
 View chart
Cura Wealth Advisors 12k $77k 0% Jun 2026
 View chart
EP Wealth Advisors 11k $71k 100% Jun 2026
 View chart
Cambridge Investment Research Advisors 11k $69k 4% Jun 2026
 View chart
Bailard 11k $68k 0% Jun 2026
 View chart
Royal Bank of Canada 10k $65k -26% Jun 2026
 View chart
Fifth Third Bancorp 3.0k $19k 10% Jun 2026
 View chart
CWM 2.8k $18k -3% Mar 2026
 View chart
Axiom Investment Management 2.5k $16k 0% Jun 2026
 View chart
Osbon Capital Management 1.8k $11k 100% Jun 2026
 View chart
Highline Wealth Partners 1.5k $9.4k 0% Jun 2026
 View chart
Global Retirement Partners 1.1k $7.1k 100% Jun 2026
 View chart
Farther Finance Advisors 1.1k $6.7k 38% Jun 2026
 View chart
Community Fin'l Svs 470.00 $2.9k 0% Jun 2026
 View chart
Pinnacle Wealth Planning Services 388.00 $2.4k 100% Jun 2026
 View chart
WPG Advisers 169.00 $1.1k 100% Jun 2026
 View chart

Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
Boothbay Fund Management Mar 2026 487k $3.2M
Alpine Partners VI Mar 2026 481k $3.1M
Yakira Capital Management Mar 2026 104k $675k
Allspring Global Investments Holdings Mar 2026 49k $315k
Nomura Holdings Mar 2026 25k $162k
Cetera Investment Advisers Mar 2026 23k $147k
Integrity Advisory Solutions Mar 2026 13k $87k
Hanson McClain Advisors Mar 2026 400.00 $2.6k
Northwestern Mutual Wealth Management Company Mar 2026 281.00 $1.8k