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Security record · archived quarter

LEMB

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
36Tracked holders
+1Δ holders
6.13MShares held
$254.88MReported value
+2New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.9% · share flow +30.0% · net new positions +2.8% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 41 -5 7.49M $317.75M +3 −8
Q1 2026 47 +10 7.28M $297.14M +12 −2
Q4 2025 36 +1 6.13M $254.88M +2 −1
Q3 2025 5 -1 318.16K $13.11M — −1
Q2 2025 5 0 277.41K $11.20M — —
Q1 2025 3 +2 33.31K $1.25M +2 —
Q4 2024 1 -1 9.87K $356,271 — −1
Q3 2024 2 +1 27.00K $1.04M +1 —
Q2 2024 1 — 9.87K $351,838 — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 3.37M +1643.0% $140.10M 0.0% ▲ Add 3 SEC ↗ ×4
2 Bank of New York Mellon Corp 655.34K — $27.24M 0.0% n/c 1 SEC ↗ ×5
3 Envestnet Asset Management Inc 277.31K — $11.53M 0.0% n/c 1 SEC ↗
4 LPL Financial LLC 276.62K — $11.50M 0.0% n/c 1 SEC ↗
5 Principal Financial Group Inc 220.00K — $9.15M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 182.18K — $7.57M 0.0% n/c 1 SEC ↗ ×3
7 Royal Bank Of Canada 179.36K — $7.46M 0.0% n/c 1 SEC ↗ ×2
8 Franklin Resources Inc 162.58K — $6.76M 0.0% n/c 1 SEC ↗ ×2
9 UBS Group AG 139.08K — $5.78M 0.0% n/c 1 SEC ↗ ×2
10 Wells Fargo & Company/Mn 134.62K — $5.60M 0.0% n/c 1 SEC ↗ ×2
11 Northern Trust Corp 90.35K — $3.76M 0.0% n/c 1 SEC ↗ ×2
12 Morgan Stanley ✦ 78.07K +80.8% $3.25M 0.0% ▲ Add 2 SEC ↗
13 Mml Investors Services, Llc 59.56K — $2.48M 0.0% n/c 1 SEC ↗
14 Cetera Investment Advisers 36.12K — $1.50M 0.0% n/c 1 SEC ↗
15 Wealth Enhancement Advisory… 35.35K — $1.48M 0.0% n/c 1 SEC ↗
16 Ameriprise Financial Inc 30.00K — $1.25M 0.0% n/c 1 SEC ↗
17 Bank Julius Baer & Co. Ltd, Zurich 27.39K — $1.14M 0.0% n/c 1 SEC ↗
18 Raymond James Financial Inc 25.71K — $1.07M 0.0% n/c 1 SEC ↗ ×2
19 Fidelity (FMR) ✦ 25.31K +15.6% $1.05M 0.0% ▲ Add 3 SEC ↗ ×2
20 Bnp Paribas Financial Markets 19.63K — $816,019 0.0% n/c 1 SEC ↗
21 Citadel Advisors ✦ 19.08K New $793,114 0.0% New 1 SEC ↗
22 JPMorgan Chase ✦ 17.20K New $715,156 0.0% New 1 SEC ↗ ×2
23 Bank Of Montreal /Can/ 14.92K — $620,349 0.0% n/c 1 SEC ↗ ×2
24 Fisher Asset Management ✦ 10.25K +3.9% $426,258 0.0% ▲ Add 7 SEC ↗
25 Federated Hermes, Inc. 8.95K — $372,176 0.0% n/c 1 SEC ↗
26 UBS AM, a distinct business unit of… 8.73K — $362,865 0.0% n/c 1 SEC ↗
27 Osaic Holdings, Inc. 5.86K — $243,776 0.0% n/c 1 SEC ↗ ×2
28 Truist Financial Corp 5.49K — $228,037 0.0% n/c 1 SEC ↗
29 Hrt Financial Lp 5.16K — $214,000 0.0% n/c 1 SEC ↗
30 Mirae Asset Global Investments Co.… 3.30K — $137,181 0.0% n/c 1 SEC ↗
31 Citigroup Inc 3.14K — $130,571 0.0% n/c 1 SEC ↗
32 National Bank Of Canada /Fi/ 2.88K — $119,649 0.0% n/c 1 SEC ↗
33 Rockefeller Capital Management L.P. 873 — $36,291 0.0% n/c 1 SEC ↗ ×2
34 Qube Research & Technologies Ltd 205 — $8,522 0.0% n/c 1 SEC ↗
35 Cwm, Llc 71 — $3,000 0.0% n/c 1 SEC ↗
36 Pnc Financial Services Group, Inc. 57 — $2,350 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $793,114 0.0%
JPMorgan Chase $715,156 0.0%

Exited

D. E. Shaw & Co. $2.05M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 126 holders, 12.88M shares, $511.80M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API