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Security record · archived quarter

LEMB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
47Tracked holders
+10Δ holders
7.28MShares held
$297.14MReported value
+12New positions
−2Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +27.0% · share flow +4.8% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.99M -41.0% $81.15M 0.0% ▼ Trim 4 SEC ↗ ×4
2 Jane Street Group, Llc 887.72K New $36.22M 0.0% New 1 SEC ↗
3 Schroder Investment Management Group 816.88K — $33.33M 0.0% n/c 1 SEC ↗
4 Bank of New York Mellon Corp 788.75K +20.4% $32.18M 0.0% ▲ Add 2 SEC ↗ ×5
5 Northern Trust Corp 400.02K +342.8% $16.32M 0.0% ▲ Add 2 SEC ↗ ×2
6 UBS Group AG 339.50K +144.1% $13.85M 0.0% ▲ Add 2 SEC ↗ ×3
7 Envestnet Asset Management Inc 311.42K +12.3% $12.71M 0.0% ▲ Add 2 SEC ↗
8 Royal Bank Of Canada 225.26K +25.6% $9.19M 0.0% ▲ Add 2 SEC ↗ ×2
9 Principal Financial Group Inc 220.00K 0.0% $8.98M 0.0% Held 2 SEC ↗
10 LPL Financial LLC 212.49K -23.2% $8.67M 0.0% ▼ Trim 2 SEC ↗
11 Bank Of America Corp /De/ 199.22K +9.3% $8.13M 0.0% ▲ Add 2 SEC ↗ ×2
12 Wells Fargo & Company/Mn 172.59K +28.2% $7.04M 0.0% ▲ Add 2 SEC ↗ ×2
13 Franklin Resources Inc 171.78K +5.7% $7.01M 0.0% ▲ Add 2 SEC ↗ ×2
14 Morgan Stanley ✦ 95.46K +22.3% $3.89M 0.0% ▲ Add 3 SEC ↗ ×2
15 Bank Julius Baer & Co. Ltd, Zurich 46.59K +70.1% $1.90M 0.0% ▲ Add 2 SEC ↗
16 Mml Investors Services, Llc 45.08K -24.3% $1.84M 0.0% ▼ Trim 2 SEC ↗
17 Cetera Investment Advisers 43.62K +20.8% $1.78M 0.0% ▲ Add 2 SEC ↗
18 UBS AM, a distinct business unit of… 39.66K +354.4% $1.62M 0.0% ▲ Add 2 SEC ↗
19 Citadel Advisors ✦ 37.10K +94.5% $1.51M 0.0% ▲ Add 2 SEC ↗
20 Fidelity (FMR) ✦ 30.16K +19.2% $1.23M 0.0% ▲ Add 4 SEC ↗ ×2
21 Ameriprise Financial Inc 29.35K -2.2% $1.20M 0.0% ▼ Trim 2 SEC ↗
22 Wealth Enhancement Advisory… 27.77K -21.4% $1.14M 0.0% ▼ Trim 2 SEC ↗
23 Raymond James Financial Inc 22.89K -11.0% $933,958 0.0% ▼ Trim 2 SEC ↗ ×2
24 JPMorgan Chase ✦ 15.02K -12.7% $606,973 0.0% ▼ Trim 2 SEC ↗ ×3
25 Focus Partners Wealth 13.53K New $552,161 0.0% New 1 SEC ↗
26 Barclays Plc 13.35K New $544,680 0.0% New 1 SEC ↗
27 Mirae Asset Global Investments Co.… 12.60K +281.8% $514,080 0.0% ▲ Add 2 SEC ↗
28 Susquehanna International Group, Llp 11.37K New $463,978 0.0% New 1 SEC ↗
29 Fisher Asset Management ✦ 10.58K +3.2% $431,581 0.0% ▲ Add 8 SEC ↗
30 Bank Of Montreal /Can/ 10.25K -31.3% $418,078 0.0% ▼ Trim 2 SEC ↗ ×2
31 Cerity Partners LLC 7.33K New $299,023 0.0% New 1 SEC ↗
32 Osaic Holdings, Inc. 6.56K +11.9% $267,763 0.0% ▲ Add 2 SEC ↗ ×2
33 Truist Financial Corp 6.41K +16.9% $261,635 0.0% ▲ Add 2 SEC ↗
34 Millennium Management ✦ 5.77K New $235,538 0.0% New 1 SEC ↗
35 Fifth Third Bancorp 4.88K New $199,146 0.0% New 1 SEC ↗
36 Rockefeller Capital Management L.P. 2.98K +241.0% $121,462 0.0% ▲ Add 2 SEC ↗ ×3
37 Citigroup Inc 2.83K -9.8% $115,586 0.0% ▼ Trim 2 SEC ↗
38 Cwm, Llc 2.46K +3360.6% $100,246 0.0% ▲ Add 2 SEC ↗
39 Qube Research & Technologies Ltd 1.18K +474.6% $48,062 0.0% ▲ Add 2 SEC ↗
40 Federated Hermes, Inc. 1.05K -88.3% $42,718 0.0% ▼ Trim 2 SEC ↗
41 National Bank Of Canada /Fi/ 969 -66.3% $39,515 0.0% ▼ Trim 2 SEC ↗
42 Northwestern Mutual Wealth… 723 New $29,498 0.0% New 1 SEC ↗
43 TD Waterhouse Canada Inc. 350 New $14,347 0.0% New 1 SEC ↗
44 Pnc Financial Services Group, Inc. 118 +107.0% $4,796 0.0% ▲ Add 2 SEC ↗
45 Simplex Trading, Llc 110 New $4,488 0.0% New 1 SEC ↗
46 Jones Financial Companies Lllp 36 New $1,456 0.0% New 1 SEC ↗
47 Blair William & Co/Il 16 New $653 0.0% New 1 SEC ↗

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

New buyers

Exited

Bnp Paribas Financial Markets $816,019 was 0.0%
Hrt Financial Lp $214,000 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: Q1 2026 · Methodology · Get this via the API