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Institutional Holders of LEMB

There is a long list of 86 institutional holders of LEMB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of LEMB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-LEMB table below, the initial column indicates the name of each top institutional holder of LEMB, with a link to that fund's top holdings. The next columns indicate the amount of LEMB stock held by each of the institutional holders of LEMB, followed by the LEMB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of New York Mellon Corp1,340,078$49,208 12/31/2023
     LEMB1,340,078$49,208 12/31/2023
Jane Street Group LLC1,105,177$40,582 12/31/2023
     LEMB1,105,177$40,582 12/31/2023
Schroder Investment Management Group769,903$28,271 12/31/2023
     LEMB769,903$28,271 12/31/2023
Checchi Capital Advisers LLC588,241$21,600 12/31/2023
     LEMB588,241$21,600 12/31/2023
FIL Ltd526,824$19,345 12/31/2023
     LEMB526,824$19,345 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.334,949$12,299 12/31/2023
     LEMB334,949$12,299 12/31/2023
Pictet North America Advisors SA310,565$11,404 12/31/2023
     LEMB310,565$11,404 12/31/2023
Bank of America Corp DE308,071$11,312 12/31/2023
     LEMB308,071$11,312 12/31/2023
Sterling Investment Advisors LLC ADV245,460$8,855 03/31/2024
     LEMB245,460$8,855 03/31/2024
BlackRock Inc.241,117$8,854 12/31/2023
     LEMB241,117$8,854 12/31/2023
Financial Strategies Group Inc.236,186$8,563 03/31/2024
     LEMB236,186$8,563 03/31/2024
Envestnet Asset Management Inc.213,112$7,825 12/31/2023
     LEMB213,112$7,825 12/31/2023
Royal Bank of Canada156,476$5,746 12/31/2023
     LEMB156,476$5,746 12/31/2023
Morgan Stanley152,177$5,588 12/31/2023
     LEMB152,177$5,588 12/31/2023
Wells Fargo & Company MN146,453$5,378 12/31/2023
     LEMB146,453$5,378 12/31/2023
Rehmann Capital Advisory Group129,297$4,748 12/31/2023
     LEMB129,297$4,748 12/31/2023
Great West Life Assurance Co. Can110,099$4,008 12/31/2023
     LEMB110,099$4,008 12/31/2023
Leo Wealth LLC90,718$3,319 12/31/2023
     LEMB90,718$3,319 12/31/2023
Blue Edge Capital LLC84,759$3,112 12/31/2023
     LEMB84,759$3,112 12/31/2023
Private Wealth Advisors LLC84,018$3,085 12/31/2023
     LEMB84,018$3,085 12/31/2023
AlphaQ Advisors LLC79,869$2,933 12/31/2023
     LEMB79,869$2,933 12/31/2023
Goldman Sachs Group Inc.79,015$2,901 12/31/2023
     LEMB79,015$2,901 12/31/2023
Principal Securities Inc.77,598$2,849 12/31/2023
     LEMB77,598$2,849 12/31/2023
UBS Group AG62,684$2,302 12/31/2023
     LEMB62,684$2,302 12/31/2023
Capital Analysts LLC60,320$2,215 12/31/2023
     LEMB60,320$2,215 12/31/2023
Tanager Wealth Management LLP39,348$1,445 12/31/2023
     LEMB39,348$1,445 12/31/2023
Nilsine Partners LLC36,544$1,342 12/31/2023
     LEMB36,544$1,342 12/31/2023
Lam Group Inc.35,120$1,267 03/31/2024
     LEMB35,120$1,267 03/31/2024
Bulltick Wealth Management LLC33,229$1,220 12/31/2023
     LEMB33,229$1,220 12/31/2023
Bank Julius Baer & Co. Ltd Zurich33,045$1,213 12/31/2023
     LEMB33,045$1,213 12/31/2023
Ameriprise Financial Inc.30,853$1,133 12/31/2023
     LEMB30,853$1,133 12/31/2023
Viewpoint Investment Partners Corp29,300$1,076 12/31/2023
     LEMB29,300$1,076 12/31/2023
Raymond James Financial Services Advisors Inc.27,978$1,027 12/31/2023
     LEMB27,978$1,027 12/31/2023
Adviser Investments LLC25,900$951 12/31/2023
     LEMB25,900$951 12/31/2023
RHS Financial LLC26,291$948 03/31/2024
     LEMB26,291$948 03/31/2024
Sawtooth Solutions LLC24,898$914 12/31/2023
     LEMB24,898$914 12/31/2023
Walkner Condon Financial Advisors LLC23,919$878 12/31/2023
     LEMB23,919$878 12/31/2023
Bank of Montreal Can22,588$831 12/31/2023
     LEMB22,588$831 12/31/2023
Strategic Financial Planning Inc.22,590$830 12/31/2023
     LEMB22,590$830 12/31/2023
Tortoise Investment Management LLC20,040$736 12/31/2023
     LEMB20,040$736 12/31/2023
Rosenberg Matthew Hamilton18,569$682 12/31/2023
     LEMB18,569$682 12/31/2023
Truist Financial Corp18,110$665 12/31/2023
     LEMB18,110$665 12/31/2023
Savant Capital LLC17,787$653 12/31/2023
     LEMB17,787$653 12/31/2023
Steward Partners Investment Advisory LLC17,214$632 12/31/2023
     LEMB17,214$632 12/31/2023
Wealth Enhancement Advisory Services LLC15,143$546 03/31/2024
     LEMB15,143$546 03/31/2024
Cetera Advisors LLC14,341$527 12/31/2023
     LEMB14,341$527 12/31/2023
Endowment Wealth Management Inc.13,658$502 12/31/2023
     LEMB13,658$502 12/31/2023
FMR LLC13,146$483 12/31/2023
     LEMB13,146$483 12/31/2023
Northern Trust Corp13,085$480 12/31/2023
     LEMB13,085$480 12/31/2023
Life Planning Partners Inc12,571$462 12/31/2023
     LEMB12,571$462 12/31/2023

See All: Funds Holding LEMB
See Details: Top 10 Hedge Funds Holding LEMB
Also See: LEMB Holdings Changes

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