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Disclosery

LEMB ISHARES INC

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SHS (fund)

90 managers (91 13F filers) reported a position in LEMB shares at 2025-09-30, 5,748,950 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
90
13F filers
91
New
15
Added
34
Reduced
23
Sold out
12
Shares held by filers
5,748,950

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SCHRODER INVESTMENT MANAGEMENT GROUP766,502$31.5M0.02%+24,49213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp620,916$25.6M<0.01%-13,96313F-HRTimelineGroup
Checchi Capital Advisers, LLC620,318$25.6M1.76%-7,72113F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …278,613$11.5M0.78%new13F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV268,271$11.1M5.48%+206,28013F-HRTimeline
FOSTER & MOTLEY INC198,705$8.19M0.44%+64,32913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.193,369$7.97M<0.01%+30,48613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC180,491$7.44M0.08%+12,29513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources162,576$6.7M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,450$6.61M<0.01%+3,83013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/158,622$6.54M<0.01%+71,40113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG139,680$5.76M<0.01%-15,86913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding130,869$5.39M+75,000Timeline
Ocean Park Asset Management, LLC119,900$4.94M0.2%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107,379$4.43M<0.01%+10,04713F-HRTimelineGroup
LAM GROUP, INC.101,715$4.19M2.6%+16,72013F-HRTimeline
Private Wealth Advisors, LLC87,718$3.61M1.36%-4,82013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,116$3.59M<0.01%-15,97913F-HRTimelineGroup
Leo Wealth, LLC74,052$3.05M0.4%-53,89913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.66,472$2.74M0.02%+5,07213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP64,734$2.67M<0.01%+15,07613F-HRTimelineGroup
New Capital Management LP63,181$2.6M0.68%+11,26613F-HRTimeline
LPL Financial LLC61,163$2.52M<0.01%+42,09313F-HRTimeline
FLOW TRADERS U.S. LLC58,956$2.43M0.1%+8,53413F-HRTimeline
Haven Private, LLC52,080$2.15M0.95%+5,78313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.49,835$2.05M<0.01%-29,10013F-HRTimelineGroup
Obsido Oy49,151$2.03M1.35%+27913F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP48,000$1.94M1.06%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY43,194$1.78M<0.01%+40813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,850$1.6M<0.01%-11,92913F-HRTimelineGroup
RHS Financial, LLC38,376$1.58M0.82%+6,53213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.35,988$1.48M<0.01%013F-HRTimelineGroup
Nilsine Partners, LLC34,648$1.43M0.13%-2,04013F-HRTimeline
Sanctuary Advisors, LLC34,420$1.42M0.01%-16,08113F-HR/ATimeline
Endowment Wealth Management, Inc.32,844$1.35M0.61%+6,00913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,921$1.31M<0.01%+2,59313F-HRTimeline
Pictet North America Advisors SA30,782$1.27M0.12%+9,72613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,885$1.23M0.02%new13F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich27,386$1.13M<0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…25,765$1.06M0.13%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC24,200$997K0.32%new13F-HRTimeline
Union Bancaire Privee, UBP SA24,113$991K0.01%+3,57513F-HRTimeline
Strategic Financial Planning, Inc.22,796$939K0.54%-19713F-HRTimeline
FMR LLCin group FMR LLC21,894$902K<0.01%+2,30413F-HRTimelineGroup
Walkner Condon Financial Advisors LLC18,254$752K0.12%+60113F-HRTimeline
Whitcomb & Hess, Inc.15,014$619K0.16%-42513F-HRTimeline
D.A. DAVIDSON & CO.14,385$593K<0.01%+93813F-HRTimeline
Client First Investment Management LLC13,628$562K0.29%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC13,350$550K<0.01%new13F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,664$522K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,803$486K<0.01%+4,16413F-HRTimelineGroup
Comprehensive Money Management Services…11,575$477K0.34%013F-HRTimeline
NewEdge Advisors, LLC10,961$452K<0.01%-14,48313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,931$450K<0.01%-1,37913F-HRTimelineGroup
VICUS CAPITAL10,443$430K0.03%-3,98313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,137$418K<0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC9,872$407K<0.01%013F-HRTimeline
Tanager Wealth Management LLP8,253$340K0.04%-4,11513F-HRTimeline
Chesley Taft & Associates LLC7,930$327K0.01%+2,10013F-HRTimeline
SCOTIA CAPITAL INC.7,866$324K<0.01%-3213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,484$308K<0.01%+56513F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.7,232$298K0.01%+9513F-HRTimeline
Cetera Investment Advisers7,230$298K<0.01%-1,14313F-HRTimeline
Rosenberg Matthew Hamilton6,572$271K0.06%+15413F-HRTimeline
Modera Wealth Management, LLC6,520$269K<0.01%013F-HRTimeline
NorthRock Partners, LLC6,126$252K<0.01%new13F-HRTimeline
Trivium Point Advisory, LLC6,100$251K0.03%013F-HRTimeline
Insight Advisors, LLC/ PA6,010$248K0.04%+2713F-HRTimeline
Tortoise Investment Management, LLC5,750$237K0.02%013F-HRTimeline
Simplicity Wealth,LLC5,550$229K0.01%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD5,550$229K0.15%013F-HRTimeline
Cambridge Investment Research Advisors,…5,299$218K<0.01%-4,26713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,134$210K<0.01%+3,80913F-HRTimelineGroup
COMERICA BANK4,047$167K<0.01%+13113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,804$116K<0.01%new13F-HRTimelineGroup
Compagnie Lombard Odier SCmA1,500$61.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,084$44.6K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC902$37.2K<0.01%-813F-HRTimeline
Steward Partners Investment Advisory, L…812$33.5K<0.01%-6013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…655$27K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC509$21K0.01%013F-HRTimeline
AE Wealth Management LLC329$13.6K<0.01%new13F-HRTimeline
Bogart Wealth, LLC269$11.1K<0.01%013F-HRTimeline
Front Row Advisors LLC150$6.18K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC141$5.81K<0.01%-18713F-HRTimelineGroup
SBI Securities Co., Ltd.106$4.37K<0.01%-113F-HRTimeline
CWM, LLCin group CWM, LLC57$2K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34$1.4K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.17$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15$618<0.01%new13F-HRTimelineGroup