Who owns 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-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
33 tracked funds added or opened LEMB while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 119 tracked filers holding LEMB, 63 increased or opened the position and 55 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 2026-Q1 and 2026-Q2 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 5
- GOLDMAN SACHS GROUP INC$39M
- Apollon Wealth Management, LLC$6M
- Strategic Financial Planning, Inc.$954K
- M Wealth Management, LLC$577K
- Global Assets Advisory, LLC$537K
Full exits 6
- OLD MISSION CAPITAL LLC$58M
- Leo Wealth, LLC$13M
- Motley Fool Wealth Management, LLC$11M
- FOSTER & MOTLEY INC$10M
- Forum Finance Group S.A.$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- Bank Julius Baer & Co. Ltd, Zurich$9M
- Calamos Advisors LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- UBS Group AG$3M
- NORTHERN TRUST CORP$2M
- WELLS FARGO & COMPANY/MN$1M
Largest trims
- JANE STREET GROUP, LLC$36M
- BlackRock, Inc.$2M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
- CITADEL ADVISORS LLC$1M
- PARTNERS CAPITAL INVESTMENT GROUP, LLP$1M
- Haven Private, LLC$501K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,872,525 | $79M | 16.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 913,372 | $39M | 8.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 786,786 | $33M | 7.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 770,516 | $33M | 6.9% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 557,661 | $24M | 5.0% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 524,424 | $22M | 4.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 429,531 | $18M | 3.9% | 2026-Q2 |
| UBS Group AG added | 396,083 | $17M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 382,103 | $16M | 3.4% | 2026-Q2 |
| Calamos Advisors LLC added | 320,890 | $14M | 2.9% | 2026-Q2 |
| STERLING INVESTMENT ADVISORS LLC /ADV added | 282,195 | $12M | 2.5% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 259,234 | $11M | 2.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC | 220,000 | $9M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 216,217 | $9M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 215,635 | $9M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 213,690 | $9M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 199,935 | $8M | 1.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 171,776 | $7M | 1.5% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 143,459 | $6M | 1.3% | 2026-Q2 |
| LAM GROUP, INC. added | 142,385 | $6M | 1.3% | 2026-Q2 |
| Lifetime Wealth Management P.C. added | 113,623 | $5M | 1.0% | 2026-Q2 |
| Sarasin & Partners LLP added | 107,858 | $5M | 1.0% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 105,907 | $4M | 1.0% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 98,812 | $4M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 94,031 | $4M | 0.8% | 2026-Q2 |
| New Capital Management LP added | 90,597 | $4M | 0.8% | 2026-Q2 |
| MASECO LLP trimmed | 90,021 | $4M | 0.8% | 2026-Q2 |
| Liberty Atlantic Advisors LLC added | 89,814 | $4M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 73,373 | $3M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 63,585 | $3M | 0.6% | 2026-Q2 |
| KITCHING PARTNERS, LLC added | 54,883 | $2M | 0.5% | 2026-Q2 |
| Obsido Oy added | 53,050 | $2M | 0.5% | 2026-Q2 |
| Union Bancaire Privee, UBP SA added | 52,995 | $2M | 0.5% | 2026-Q2 |
| RHS Financial, LLC added | 47,245 | $2M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 46,468 | $2M | 0.4% | 2026-Q2 |
| Wealth Advisory Solutions, LLC added | 44,701 | $2M | 0.4% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 44,206 | $2M | 0.4% | 2026-Q2 |
| Haven Private, LLC trimmed | 39,458 | $2M | 0.4% | 2026-Q2 |
| Nilsine Partners, LLC added | 36,296 | $2M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 34,336 | $1M | 0.3% | 2026-Q2 |
| Pictet North America Advisors SA trimmed | 33,309 | $1M | 0.3% | 2026-Q2 |
| FMR LLC added | 31,874 | $1M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 30,755 | $1M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 30,396 | $1M | 0.3% | 2026-Q2 |
| VIEWPOINT INVESTMENT PARTNERS CORP trimmed | 27,600 | $1M | 0.2% | 2026-Q2 |
| BARINGS LLC | 25,700 | $1M | 0.2% | 2026-Q2 |
| VICUS CAPITAL trimmed | 24,465 | $1M | 0.2% | 2026-Q2 |
| Strategic Financial Planning, Inc. trimmed | 22,524 | $954K | 0.2% | 2026-Q2 |
| Alteri Wealth LLC added | 21,099 | $895K | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 20,681 | $877K | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 17,174 | $729K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 16,457 | $698K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 16,069 | $682K | 0.1% | 2026-Q2 |
| Chesley Taft & Associates LLC added | 15,560 | $660K | 0.1% | 2026-Q2 |
| Whitcomb & Hess, Inc. | 15,559 | $660K | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 15,520 | $659K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,295 | $649K | 0.1% | 2026-Q2 |
| OAK FAMILY ADVISORS, LLC trimmed | 15,180 | $644K | 0.1% | 2026-Q2 |
| M Wealth Management, LLC new | 13,588 | $577K | 0.1% | 2026-Q2 |
| Focus Partners Wealth | 13,533 | $574K | 0.1% | 2026-Q2 |
| BARCLAYS PLC | 13,350 | $566K | 0.1% | 2026-Q2 |
| Global Assets Advisory, LLC new | 12,681 | $537K | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. | 12,600 | $535K | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC | 11,575 | $491K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 11,454 | $486K | 0.1% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC added | 11,263 | $478K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 11,170 | $474K | 0.1% | 2026-Q2 |
| M&T Bank Corp trimmed | 11,030 | $468K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC | 9,927 | $421K | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 9,904 | $420K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 9,860 | $418K | 0.1% | 2026-Q2 |
| WBH ADVISORY INC added | 9,465 | $402K | 0.1% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 9,450 | $401K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 9,261 | $393K | 0.1% | 2026-Q2 |
| Interchange Capital Partners, LLC new | 8,346 | $354K | 0.1% | 2026-Q2 |
| Purpose Unlimited Inc. trimmed | 8,173 | $352K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 7,938 | $337K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,865 | $334K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. | 7,857 | $333K | 0.1% | 2026-Q2 |
| Rosenberg Matthew Hamilton added | 7,334 | $311K | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 7,329 | $311K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,123 | $302K | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC new | 6,582 | $279K | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC | 6,520 | $277K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,013 | $255K | 0.1% | 2026-Q2 |
| Tortoise Investment Management, LLC | 5,750 | $244K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 5,562 | $236K | 0.1% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 5,335 | $226K | 0.0% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 5,162 | $219K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 4,810 | $204K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 4,135 | $175K | 0.0% | 2026-Q2 |
| Compagnie Lombard Odier SCmA | 3,700 | $157K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 3,477 | $148K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 3,432 | $146K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 2,257 | $96K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 1,800 | $76K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 1,629 | $69K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,552 | $66K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,512 | $64K | 0.0% | 2026-Q2 |
| Beacon Financial Strategies CORP new | 953 | $40K | 0.0% | 2026-Q2 |
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.
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.