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Disclosery

LEMB ISHARES INC

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SHS (fund)

127 managers (128 13F filers) reported a position in LEMB shares at 2026-06-30, 11,289,386 shares in all. 17 filers opened a position and 15 filers sold out during the quarter.

Managers
127
13F filers
128
New
17
Added
51
Reduced
35
Sold out
15
Shares held by filers
11,289,386

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.1,872,525$79.5M<0.01%-116,48113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC913,372$38.8M<0.01%new13F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP786,786$33.4M0.02%-30,09713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp770,516$32.7M0.01%-18,23113F-HRTimelineGroup
Checchi Capital Advisers, LLC557,661$23.7M1.5%-3,74513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP524,424$22.3M0.78%-47,02713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP429,531$18.2M<0.01%+29,50913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding396,129$16.8M+16,965Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC382,103$16.2M<0.01%+70,68213F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC320,890$13.6M0.05%+90,50013F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV282,195$12M5.38%+6,05113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich259,234$11M0.03%+212,64413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC220,000$9.33M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA216,217$9.17M<0.01%-9,04613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/215,635$9.15M<0.01%+16,41213F-HRTimelineGroup
LPL Financial LLC213,690$9.07M<0.01%+1,20513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN199,935$8.48M<0.01%+27,34213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources171,776$7.29M<0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC143,459$6.09M0.07%new13F-HRTimelineGroup
LAM GROUP, INC.142,385$6.04M3%+9,10513F-HRTimeline
Lifetime Wealth Management P.C.113,623$4.82M2.81%+2,02113F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP107,858$4.58M0.05%+62913F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.105,907$4.48M0.03%+24,71213F-HRTimeline
Walkner Condon Financial Advisors LLC98,812$4.19M0.48%+12,32513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY94,031$3.99M<0.01%-1,42513F-HRTimelineGroup
New Capital Management LP90,597$3.84M0.88%+83313F-HRTimeline
MASECO LLP90,021$3.82M0.11%-6,79713F-HRTimeline
Liberty Atlantic Advisors LLC89,814$3.81M2.74%+13,61213F-HRTimeline
Sanctuary Advisors, LLC73,373$3.11M0.01%+87313F-HRTimeline
MML INVESTORS SERVICES, LLC63,585$2.7M0.01%+18,50913F-HRTimeline
FOSTER & MOTLEY INC58,413$2.48M0.11%-197,16613F-HRTimeline
KITCHING PARTNERS, LLC54,883$2.33M2%+19,27813F-HRTimeline
Obsido Oy53,050$2.25M1.2%+83413F-HRTimeline
Union Bancaire Privee, UBP SA52,995$2.23M0.02%+14,55313F-HRTimeline
RHS Financial, LLC47,245$2M0.81%+5,54713F-HRTimeline
Cetera Investment Advisers46,468$1.97M<0.01%+2,84513F-HRTimeline
Wealth Advisory Solutions, LLC44,701$1.9M0.39%+8,41313F-HRTimeline
GUIDANCE CAPITAL, INC44,206$1.87M0.4%+6,24013F-HRTimeline
Haven Private, LLC39,458$1.67M0.64%-13,86513F-HRTimeline
Nilsine Partners, LLC36,296$1.54M0.11%+91913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,336$1.46M<0.01%+4,98713F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,579$1.43M<0.01%+6,29413F-HR/ATimeline
Pictet North America Advisors SA33,309$1.41M0.12%-48013F-HRTimeline
FMR LLCin group FMR LLC31,874$1.35M<0.01%+1,71013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …30,755$1.3M0.01%+40413F-HRTimelineGroup
Forum Finance Group S.A.37,970$1.3M0.47%+3,04013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,396$1.29M<0.01%+2,62213F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP27,600$1.17M0.4%-4,10013F-HRTimeline
BARINGS LLCin group BARINGS LLC25,700$1.09M0.02%013F-HRTimelineGroup
VICUS CAPITAL24,465$1.04M0.07%-8,85913F-HRTimeline
Betterment LLC22,550$957K<0.01%new13F-HRTimeline
Strategic Financial Planning, Inc.22,524$954K0.5%new13F-HRTimeline
Alteri Wealth LLC21,099$895K0.25%+1,40813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,681$877K0.03%+10,02813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.17,174$729K0.03%+6,25113F-HRTimeline
D.A. DAVIDSON & CO.16,457$698K<0.01%+2,03013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,069$682K<0.01%+1,05313F-HRTimelineGroup
Chesley Taft & Associates LLC15,560$660K0.03%+3,40513F-HRTimeline
Whitcomb & Hess, Inc.15,559$660K0.14%013F-HRTimeline
RWA WEALTH PARTNERS, LLC15,520$659K0.01%-11,06813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,295$649K<0.01%-7,59613F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC15,180$644K0.19%-1,78613F-HRTimeline
M Wealth Management, LLC13,588$577K0.45%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,533$574K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC13,350$566K<0.01%013F-HRTimelineGroup
Global Assets Advisory, LLC12,681$537K0.12%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…12,600$535K<0.01%013F-HRTimelineGroup
Comprehensive Money Management Services…11,575$491K0.31%013F-HRTimeline
NewEdge Advisors, LLC11,454$486K<0.01%+47813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC11,263$478K0.32%+1,71213F-HRTimeline
Maridea Wealth Management LLC11,170$474K0.05%+1,28613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,030$468K<0.01%-85013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,159$431K<0.01%-29713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,927$421K<0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC9,904$420K<0.01%-67413F-HRTimeline
Arkadios Wealth Advisors9,860$418K0.01%+3,25413F-HRTimeline
WBH ADVISORY INC9,465$402K0.03%+14713F-HRTimeline
Trivium Point Advisory, LLC9,450$401K0.04%+70013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,261$393K<0.01%-98613F-HRTimelineGroup
Interchange Capital Partners, LLC8,346$354K0.07%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.8,173$352K0.01%-2,58313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC8,230$349K0.01%+2,54313F-HRTimelineGroup
Farther Finance Advisors, LLC7,938$337K<0.01%+1,28613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,865$334K<0.01%-879,85013F-HRTimelineGroup
SCOTIA CAPITAL INC.7,857$333K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton7,334$311K0.06%+40113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,329$311K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,123$302K<0.01%+56113F-HRTimelineGroup
Integrated Advisors Network LLC6,582$279K0.01%new13F-HRTimeline
Modera Wealth Management, LLC6,520$277K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,013$255K<0.01%-31,09013F-HRTimelineGroup
Tortoise Investment Management, LLC5,750$244K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,562$236K<0.01%-85113F-HRTimelineGroup
HRT FINANCIAL LP5,384$228K<0.01%new13F-HRTimeline
Insight Advisors, LLC/ PA5,335$226K0.04%-78413F-HRTimeline
Composition Wealth, LLC5,162$219K<0.01%-1,10013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,810$204K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,135$175K<0.01%new13F-HRTimelineGroup
Compagnie Lombard Odier SCmA3,700$157K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,477$148K<0.01%-1,40413F-HRTimelineGroup
Regatta Research & Money Management3,432$146K0.14%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,257$95.8K0.01%+5413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,800$76.2K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,629$69.1K<0.01%+66013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,552$65.9K<0.01%-1,42513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,512$64.2K<0.01%013F-HRTimeline
Beacon Financial Strategies CORP953$40.4K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA882$37.4K<0.01%-45113F-HRTimeline
CoreCap Advisors, LLC882$37.4K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC750$31.8K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…623$26.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV432$18.3K<0.01%new13F-HRTimeline
Atomic Invest LLC422$17.9K<0.01%-26213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…360$15.3K<0.01%-36313F-HRTimelineGroup
Breakwater Investment Management313$13.3K<0.01%new13F-HRTimeline
Bogart Wealth, LLC269$11.4K<0.01%013F-HRTimeline
Park Place Capital Corp174$7.38K<0.01%+813F-HRTimeline
Virginia Estate & Retirement Planning A…158$7.29K0.01%new13F-HRTimeline
Front Row Advisors LLC150$6.44K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…118$4.99K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.98$4.16K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC90$3.82K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC68$2.88K<0.01%-4,02313F-HRTimeline
HARBOUR INVESTMENTS, INC.47$1.99K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.40$1.7K<0.01%-2013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16$679<0.01%-2,81713F-HRTimelineGroup
Arax Advisory Partners13$552<0.01%013F-HRTimeline