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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,989,006 | $81M | 14.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 1,431,640 | $58M | 10.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 887,715 | $36M | 6.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 816,883 | $33M | 6.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 788,747 | $32M | 5.8% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 571,451 | $23M | 4.2% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 561,406 | $23M | 4.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 400,022 | $16M | 2.9% | 2026-Q1 |
| UBS Group AG added | 339,503 | $14M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 311,421 | $13M | 2.3% | 2026-Q1 |
| Leo Wealth, LLC added | 308,966 | $13M | 2.3% | 2026-Q1 |
| STERLING INVESTMENT ADVISORS LLC /ADV added | 276,144 | $11M | 2.0% | 2026-Q1 |
| Motley Fool Wealth Management, LLC added | 273,039 | $11M | 2.0% | 2026-Q1 |
| FOSTER & MOTLEY INC added | 255,579 | $10M | 1.9% | 2026-Q1 |
| Calamos Advisors LLC | 230,390 | $9M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 225,263 | $9M | 1.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC | 220,000 | $9M | 1.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 212,485 | $9M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 199,223 | $8M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 172,593 | $7M | 1.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 171,776 | $7M | 1.3% | 2026-Q1 |
| LAM GROUP, INC. added | 133,280 | $5M | 1.0% | 2026-Q1 |
| Lifetime Wealth Management P.C. trimmed | 111,602 | $5M | 0.8% | 2026-Q1 |
| Sarasin & Partners LLP new | 107,229 | $4M | 0.8% | 2026-Q1 |
| MASECO LLP trimmed | 96,818 | $4M | 0.7% | 2026-Q1 |
| MORGAN STANLEY added | 95,456 | $4M | 0.7% | 2026-Q1 |
| New Capital Management LP added | 89,764 | $4M | 0.7% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 86,487 | $4M | 0.6% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 81,195 | $3M | 0.6% | 2026-Q1 |
| Liberty Atlantic Advisors LLC added | 76,202 | $3M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 72,500 | $3M | 0.5% | 2026-Q1 |
| Haven Private, LLC trimmed | 53,323 | $2M | 0.4% | 2026-Q1 |
| Obsido Oy added | 52,216 | $2M | 0.4% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 46,590 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 45,076 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 43,623 | $2M | 0.3% | 2026-Q1 |
| RHS Financial, LLC added | 41,698 | $2M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 39,661 | $2M | 0.3% | 2026-Q1 |
| GUIDANCE CAPITAL, INC added | 37,966 | $2M | 0.3% | 2026-Q1 |
| Union Bancaire Privee, UBP SA added | 38,442 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 37,103 | $2M | 0.3% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 35,377 | $1M | 0.3% | 2026-Q1 |
| Wealth Advisory Solutions, LLC new | 36,288 | $1M | 0.3% | 2026-Q1 |
| KITCHING PARTNERS, LLC added | 35,605 | $1M | 0.3% | 2026-Q1 |
| Pictet North America Advisors SA added | 33,789 | $1M | 0.2% | 2026-Q1 |
| VICUS CAPITAL added | 33,324 | $1M | 0.2% | 2026-Q1 |
| VIEWPOINT INVESTMENT PARTNERS CORP trimmed | 31,700 | $1M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 30,351 | $1M | 0.2% | 2026-Q1 |
| FMR LLC added | 30,164 | $1M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 29,349 | $1M | 0.2% | 2026-Q1 |
| Forum Finance Group S.A. new | 34,930 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 27,774 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 27,285 | $1M | 0.2% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 26,588 | $1M | 0.2% | 2026-Q1 |
| BARINGS LLC trimmed | 25,700 | $1M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 22,891 | $934K | 0.2% | 2026-Q1 |
| Alteri Wealth LLC new | 19,691 | $803K | 0.1% | 2026-Q1 |
| OAK FAMILY ADVISORS, LLC trimmed | 16,966 | $692K | 0.1% | 2026-Q1 |
| Whitcomb & Hess, Inc. added | 15,559 | $635K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 15,016 | $607K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 14,427 | $589K | 0.1% | 2026-Q1 |
| Focus Partners Wealth new | 13,533 | $552K | 0.1% | 2026-Q1 |
| BARCLAYS PLC | 13,350 | $545K | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 12,600 | $514K | 0.1% | 2026-Q1 |
| Chesley Taft & Associates LLC added | 12,155 | $496K | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 11,880 | $485K | 0.1% | 2026-Q1 |
| Comprehensive Money Management Services LLC | 11,575 | $472K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,372 | $464K | 0.1% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 10,923 | $446K | 0.1% | 2026-Q1 |
| Purpose Unlimited Inc. new | 10,756 | $439K | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC added | 10,578 | $432K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 10,456 | $427K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 10,247 | $418K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC | 9,927 | $405K | 0.1% | 2026-Q1 |
| Maridea Wealth Management LLC new | 9,884 | $403K | 0.1% | 2026-Q1 |
| CHAPMAN FINANCIAL GROUP, LLC new | 9,551 | $390K | 0.1% | 2026-Q1 |
| WBH ADVISORY INC trimmed | 9,318 | $382K | 0.1% | 2026-Q1 |
| Trivium Point Advisory, LLC added | 8,750 | $357K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 7,857 | $321K | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 7,329 | $299K | 0.1% | 2026-Q1 |
| Rosenberg Matthew Hamilton trimmed | 6,933 | $283K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 6,652 | $273K | 0.0% | 2026-Q1 |
| Arkadios Wealth Advisors new | 6,606 | $270K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 6,562 | $268K | 0.0% | 2026-Q1 |
| Modera Wealth Management, LLC | 6,520 | $266K | 0.0% | 2026-Q1 |
| Rehmann Capital Advisory Group trimmed | 154,742 | $6M | 1.0% | 2025-Q1 stale |
| Ocean Park Asset Management, LLC | 119,900 | $5M | 0.9% | 2025-Q4 stale |
| Private Wealth Advisors, LLC added | 95,534 | $4M | 0.7% | 2025-Q4 stale |
| CANADA LIFE ASSURANCE Co added | 94,532 | $4M | 0.6% | 2025-Q1 stale |
| Blue Edge Capital, LLC added | 73,929 | $3M | 0.5% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 58,956 | $2M | 0.4% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. trimmed | 49,835 | $2M | 0.4% | 2025-Q3 stale |
| Endowment Wealth Management, Inc. added | 32,844 | $1M | 0.2% | 2025-Q3 stale |
| Bulltick Wealth Management, LLC added | 32,495 | $1M | 0.2% | 2025-Q1 stale |
| Client First Investment Management LLC added | 26,223 | $1M | 0.2% | 2025-Q4 stale |
| Strategic Financial Planning, Inc. added | 23,308 | $967K | 0.2% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 19,630 | $816K | 0.1% | 2025-Q4 stale |
| Compound Planning, Inc. new | 8,370 | $348K | 0.1% | 2025-Q4 stale |
| Tanager Wealth Management LLP trimmed | 8,253 | $340K | 0.1% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC added | 7,332 | $275K | 0.0% | 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.
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.