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Institutional Ownership · SEC Form 13F

Who owns LEMB (LEMB)


Which tracked institutional funds hold LEMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LEMB company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

127
Institutional holders
12,899,004
Shares held (tracked funds)

How the tape is positioned

40 tracked funds added or opened LEMB while 16 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

LEMB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LEMB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in LEMB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 127 tracked filers holding LEMB, 80 increased or opened the position and 39 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in LEMB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 9

  • OLD MISSION CAPITAL LLC$58M
  • JANE STREET GROUP, LLC$36M
  • Sarasin & Partners LLP$4M
  • Wealth Advisory Solutions, LLC$1M
  • Forum Finance Group S.A.$1M
  • BARINGS LLC$1M

Full exits 5

  • Ocean Park Asset Management, LLC$5M
  • Private Wealth Advisors, LLC$4M
  • Client First Investment Management LLC$1M
  • Strategic Financial Planning, Inc.$967K
  • BNP PARIBAS FINANCIAL MARKETS$816K

Largest adds

  • NORTHERN TRUST CORP$13M
  • UBS Group AG$8M
  • PARTNERS CAPITAL INVESTMENT GROUP, LLP$7M
  • Leo Wealth, LLC$7M
  • Bank of New York Mellon Corp$5M
  • Walkner Condon Financial Advisors LLC$3M

Largest trims

  • BlackRock, Inc.$59M
  • RWA WEALTH PARTNERS, LLC$7M
  • LPL Financial LLC$3M
  • Checchi Capital Advisers, LLC$3M
  • MASECO LLP$1M
  • MML INVESTORS SERVICES, LLC$637K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,989,006$81M14.6%2026-Q1
OLD MISSION CAPITAL LLC added1,431,640$58M10.5%2026-Q1
JANE STREET GROUP, LLC added887,715$36M6.5%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added816,883$33M6.0%2026-Q1
Bank of New York Mellon Corp added788,747$32M5.8%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP added571,451$23M4.2%2026-Q1
Checchi Capital Advisers, LLC trimmed561,406$23M4.1%2026-Q1
NORTHERN TRUST CORP added400,022$16M2.9%2026-Q1
UBS Group AG added339,503$14M2.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added311,421$13M2.3%2026-Q1
Leo Wealth, LLC added308,966$13M2.3%2026-Q1
STERLING INVESTMENT ADVISORS LLC /ADV added276,144$11M2.0%2026-Q1
Motley Fool Wealth Management, LLC added273,039$11M2.0%2026-Q1
FOSTER & MOTLEY INC added255,579$10M1.9%2026-Q1
Calamos Advisors LLC230,390$9M1.7%2026-Q1
ROYAL BANK OF CANADA added225,263$9M1.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC220,000$9M1.6%2026-Q1
LPL Financial LLC trimmed212,485$9M1.6%2026-Q1
BANK OF AMERICA CORP /DE/ added199,223$8M1.5%2026-Q1
WELLS FARGO & COMPANY/MN added172,593$7M1.3%2026-Q1
FRANKLIN RESOURCES INC added171,776$7M1.3%2026-Q1
LAM GROUP, INC. added133,280$5M1.0%2026-Q1
Lifetime Wealth Management P.C. trimmed111,602$5M0.8%2026-Q1
Sarasin & Partners LLP new107,229$4M0.8%2026-Q1
MASECO LLP trimmed96,818$4M0.7%2026-Q1
MORGAN STANLEY added95,456$4M0.7%2026-Q1
New Capital Management LP added89,764$4M0.7%2026-Q1
Walkner Condon Financial Advisors LLC added86,487$4M0.6%2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.81,195$3M0.6%2026-Q1
Liberty Atlantic Advisors LLC added76,202$3M0.6%2026-Q1
Sanctuary Advisors, LLC added72,500$3M0.5%2026-Q1
Haven Private, LLC trimmed53,323$2M0.4%2026-Q1
Obsido Oy added52,216$2M0.4%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich added46,590$2M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed45,076$2M0.3%2026-Q1
Cetera Investment Advisers added43,623$2M0.3%2026-Q1
RHS Financial, LLC added41,698$2M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added39,661$2M0.3%2026-Q1
GUIDANCE CAPITAL, INC added37,966$2M0.3%2026-Q1
Union Bancaire Privee, UBP SA added38,442$2M0.3%2026-Q1
CITADEL ADVISORS LLC added37,103$2M0.3%2026-Q1
Nilsine Partners, LLC trimmed35,377$1M0.3%2026-Q1
Wealth Advisory Solutions, LLC new36,288$1M0.3%2026-Q1
KITCHING PARTNERS, LLC added35,605$1M0.3%2026-Q1
Pictet North America Advisors SA added33,789$1M0.2%2026-Q1
VICUS CAPITAL added33,324$1M0.2%2026-Q1
VIEWPOINT INVESTMENT PARTNERS CORP trimmed31,700$1M0.2%2026-Q1
OPPENHEIMER & CO INC trimmed30,351$1M0.2%2026-Q1
FMR LLC added30,164$1M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed29,349$1M0.2%2026-Q1
Forum Finance Group S.A. new34,930$1M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed27,774$1M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added27,285$1M0.2%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed26,588$1M0.2%2026-Q1
BARINGS LLC trimmed25,700$1M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed22,891$934K0.2%2026-Q1
Alteri Wealth LLC new19,691$803K0.1%2026-Q1
OAK FAMILY ADVISORS, LLC trimmed16,966$692K0.1%2026-Q1
Whitcomb & Hess, Inc. added15,559$635K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed15,016$607K0.1%2026-Q1
D.A. DAVIDSON & CO. trimmed14,427$589K0.1%2026-Q1
Focus Partners Wealth new13,533$552K0.1%2026-Q1
BARCLAYS PLC13,350$545K0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. added12,600$514K0.1%2026-Q1
Chesley Taft & Associates LLC added12,155$496K0.1%2026-Q1
M&T Bank Corp added11,880$485K0.1%2026-Q1
Comprehensive Money Management Services LLC11,575$472K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,372$464K0.1%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added10,923$446K0.1%2026-Q1
Purpose Unlimited Inc. new10,756$439K0.1%2026-Q1
Fisher Asset Management, LLC added10,578$432K0.1%2026-Q1
PARK AVENUE SECURITIES LLC added10,456$427K0.1%2026-Q1
BANK OF MONTREAL /CAN/ trimmed10,247$418K0.1%2026-Q1
Pathstone Holdings, LLC9,927$405K0.1%2026-Q1
Maridea Wealth Management LLC new9,884$403K0.1%2026-Q1
CHAPMAN FINANCIAL GROUP, LLC new9,551$390K0.1%2026-Q1
WBH ADVISORY INC trimmed9,318$382K0.1%2026-Q1
Trivium Point Advisory, LLC added8,750$357K0.1%2026-Q1
SCOTIA CAPITAL INC. added7,857$321K0.1%2026-Q1
Cerity Partners LLC new7,329$299K0.1%2026-Q1
Rosenberg Matthew Hamilton trimmed6,933$283K0.1%2026-Q1
Farther Finance Advisors, LLC added6,652$273K0.0%2026-Q1
Arkadios Wealth Advisors new6,606$270K0.0%2026-Q1
OSAIC HOLDINGS, INC. added6,562$268K0.0%2026-Q1
Modera Wealth Management, LLC6,520$266K0.0%2026-Q1
Rehmann Capital Advisory Group trimmed154,742$6M1.0%2025-Q1 stale
Ocean Park Asset Management, LLC119,900$5M0.9%2025-Q4 stale
Private Wealth Advisors, LLC added95,534$4M0.7%2025-Q4 stale
CANADA LIFE ASSURANCE Co added94,532$4M0.6%2025-Q1 stale
Blue Edge Capital, LLC added73,929$3M0.5%2025-Q2 stale
FLOW TRADERS U.S. LLC added58,956$2M0.4%2025-Q3 stale
D. E. Shaw & Co., Inc. trimmed49,835$2M0.4%2025-Q3 stale
Endowment Wealth Management, Inc. added32,844$1M0.2%2025-Q3 stale
Bulltick Wealth Management, LLC added32,495$1M0.2%2025-Q1 stale
Client First Investment Management LLC added26,223$1M0.2%2025-Q4 stale
Strategic Financial Planning, Inc. added23,308$967K0.2%2025-Q4 stale
BNP PARIBAS FINANCIAL MARKETS added19,630$816K0.1%2025-Q4 stale
Compound Planning, Inc. new8,370$348K0.1%2025-Q4 stale
Tanager Wealth Management LLP trimmed8,253$340K0.1%2025-Q3 stale
TWO SIGMA SECURITIES, LLC added7,332$275K0.0%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership