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Disclosery

LEMB ISHARES INC

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SHS (fund)

108 managers (109 13F filers) reported a position in LEMB shares at 2025-12-31, 10,712,726 shares in all. 24 filers opened a position and 9 filers sold out during the quarter.

Managers
108
13F filers
109
New
24
Added
54
Reduced
18
Sold out
9
Shares held by filers
10,712,726

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.3,370,325$140M<0.01%+3,176,95613F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP794,356$33M0.03%+27,85413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp655,344$27.2M<0.01%+34,42813F-HRTimelineGroup
Checchi Capital Advisers, LLC616,576$25.6M1.74%-3,74213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP385,814$16M0.6%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC277,312$11.5M<0.01%+190,19613F-HRTimelineGroup
LPL Financial LLC276,625$11.5M<0.01%+215,46213F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV274,614$11.4M5.53%+6,34313F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …245,517$10.2M0.79%-33,09613F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC230,390$9.58M0.04%new13F-HRTimelineGroup
FOSTER & MOTLEY INC222,468$9.25M0.49%+23,76313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding220,000$9.15M+89,131Timeline
RWA WEALTH PARTNERS, LLC182,979$7.61M0.08%+2,48813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/182,182$7.57M<0.01%+23,56013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA179,357$7.46M<0.01%+18,90713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources162,576$6.76M<0.01%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding147,808$6.14M+8,128Timeline
Leo Wealth, LLC137,572$5.72M0.41%+63,52013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN134,616$5.6M<0.01%+27,23713F-HRTimelineGroup
MASECO LLP125,024$5.2M0.23%new13F-HRTimeline
LAM GROUP, INC.122,170$5.08M2.91%+20,45513F-HRTimeline
Ocean Park Asset Management, LLC119,900$4.98M0.23%013F-HRTimeline
Lifetime Wealth Management P.C.115,191$4.79M3.01%13F-HR/ATimeline
Private Wealth Advisors, LLC95,534$3.97M1.43%+7,81613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP90,348$3.76M<0.01%+25,61413F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.81,195$3.38M0.02%+14,72313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY78,073$3.25M<0.01%+34,87913F-HR/ATimelineGroup
New Capital Management LP63,383$2.63M0.66%+20213F-HRTimeline
Sanctuary Advisors, LLC60,817$2.53M0.01%+26,39713F-HRTimeline
MML INVESTORS SERVICES, LLC59,560$2.48M0.01%new13F-HRTimeline
Haven Private, LLC56,552$2.35M1.03%+4,47213F-HRTimeline
Obsido Oy51,112$2.12M1.31%+1,96113F-HRTimeline
Liberty Atlantic Advisors LLC44,624$1.86M1.82%13F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP41,600$1.73M0.82%-6,40013F-HRTimeline
Cetera Investment Advisers36,118$1.5M<0.01%+28,88813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,349$1.48M<0.01%+3,42813F-HRTimeline
Nilsine Partners, LLC35,383$1.47M0.13%+73513F-HRTimeline
Pictet North America Advisors SA30,672$1.28M0.12%-11013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …30,637$1.27M0.02%+75213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,001$1.25M<0.01%-8,84913F-HRTimelineGroup
RHS Financial, LLC29,272$1.22M0.59%-9,10413F-HRTimeline
KITCHING PARTNERS, LLC28,203$1.17M1.07%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich27,386$1.14M<0.01%013F-HRTimeline
VICUS CAPITAL26,344$1.1M0.08%+15,90113F-HRTimeline
Client First Investment Management LLC26,223$1.09M0.57%+12,59513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,711$1.07M<0.01%+13,90813F-HRTimelineGroup
FMR LLCin group FMR LLC25,308$1.05M<0.01%+3,41413F-HRTimelineGroup
Union Bancaire Privee, UBP SA24,352$1.01M0.01%+23913F-HRTimeline
Strategic Financial Planning, Inc.23,308$967K0.55%+51213F-HRTimeline
OAK FAMILY ADVISORS, LLC22,701$944K0.29%-1,49913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19,630$816K<0.01%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC19,350$804K0.11%+1,09613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,079$793K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,203$715K<0.01%new13F-HRTimelineGroup
Whitcomb & Hess, Inc.15,094$630K0.15%+8013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,923$620K<0.01%+3,99213F-HRTimelineGroup
D.A. DAVIDSON & CO.14,450$601K<0.01%+6513F-HRTimeline
Comprehensive Money Management Services…11,575$481K0.33%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,530$479K<0.01%+4,04613F-HR/ATimelineGroup
NewEdge Advisors, LLC11,136$463K<0.01%+17513F-HRTimeline
Chesley Taft & Associates LLC10,470$435K0.02%+2,54013F-HRTimeline
Fisher Asset Management, LLC10,254$426K<0.01%+38213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,030$417K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,927$413K<0.01%-21013F-HRTimelineGroup
WBH ADVISORY INC9,382$390K0.03%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.8,953$372K<0.01%-27,03513F-HRTimelineGroup
GUIDANCE CAPITAL, INC8,700$367K0.09%new13F-HRTimeline
Compound Planning, Inc.8,370$348K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,629$317K0.01%+4,82513F-HRTimelineGroup
SCOTIA CAPITAL INC.7,612$316K<0.01%-25413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,526$313K0.01%+29413F-HRTimeline
Rosenberg Matthew Hamilton6,959$289K0.06%+38713F-HRTimeline
Modera Wealth Management, LLC6,520$271K<0.01%013F-HRTimeline
Trivium Point Advisory, LLC6,100$254K0.03%013F-HRTimeline
Insight Advisors, LLC/ PA6,070$252K0.04%+6013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,863$244K<0.01%+72913F-HRTimelineGroup
Tortoise Investment Management, LLC5,750$239K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…5,684$236K<0.01%+38513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,486$228K<0.01%-7,17813F-HRTimelineGroup
HRT FINANCIAL LP5,160$214K<0.01%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD5,089$212K0.14%-46113F-HRTimeline
NorthRock Partners, LLC5,003$208K<0.01%-1,12313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,964$206K0.02%-20,80113F-HRTimeline
COMERICA BANK4,308$179K<0.01%+26113F-HRTimeline
AE Wealth Management LLC4,091$170K<0.01%+3,76213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,300$137K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,141$131K<0.01%+3,00013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,879$120K<0.01%+1,79513F-HRTimelineGroup
Farther Finance Advisors, LLC2,802$116K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,787$116K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,192$91.1K0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,512$62.9K<0.01%new13F-HRTimeline
Compagnie Lombard Odier SCmA1,500$62.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC882$36.7K<0.01%-2013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…873$36.3K<0.01%+21813F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…623$25.9K<0.01%-18913F-HRTimeline
Red Tortoise LLC521$21.7K0.01%+1213F-HRTimeline
Bogart Wealth, LLC269$11.2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…230$9.56K<0.01%+19613F-HRTimelineGroup
Qube Research & Technologies Ltd205$8.52K<0.01%new13F-HRTimeline
Park Place Capital Corp168$6.98K<0.01%new13F-HRTimeline
Front Row Advisors LLC150$6.24K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.102$4.24K<0.01%-413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC90$3.74K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC71$3K<0.01%+1413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…57$2.35K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners13$541<0.01%new13F-HRTimeline
Vision Retirement, LLC7$291<0.01%13F-HRTimeline