13F QoQ Ownership Changes
LMND Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 102 new · 113 added · 137 reduced · 51 exited
New Positions(102)
Added To(113)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 4,483,431 | +977,260 | $319.1M | +$131.4M | 27.9% |
| BlackRock, Inc. | 4,949,676 | +486,235 | $352.3M | +$113.4M | 10.9% |
| VANGUARD GROUP INC | 6,305,453 | +26,312 | $448.8M | +$112.7M | 0.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,914,864 | +463,262 | $207.5M | +$76.2M | 18.9% |
| BIT Capital GmbH | 1,856,593 | +602,248 | $132.2M | +$65.0M | 48.0% |
| Holocene Advisors, LP | 782,753 | +570,368 | $55.7M | +$44.3M | 268.6% |
| GOLDMAN SACHS GROUP INC | 866,476 | +291,122 | $61.7M | +$30.9M | 50.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,438,358 | +67,562 | $102.4M | +$29.0M | 4.9% |
| MORGAN STANLEY | 1,381,573 | +70,320 | $98.3M | +$28.1M | 5.4% |
| JANE STREET GROUP, LLC | 1,145,756 | +57,245 | $81.6M | +$23.3M | 5.3% |
| FMR LLC | 476,360 | +203,499 | $33.9M | +$19.3M | 74.6% |
| Nuveen, LLC | 367,261 | +215,183 | $26.1M | +$18.0M | 141.5% |
| Point72 Asset Management, L.P. | 231,100 | +210,000 | $16.4M | +$15.3M | 995.3% |
| BARCLAYS PLC | 387,694 | +301,529 | $17.0M | +$12.4M | 349.9% |
| Halter Ferguson Financial Inc. | 600,863 | +24,957 | $42.8M | +$11.9M | 4.3% |
| NORTHERN TRUST CORP | 590,729 | +3,001 | $42.0M | +$10.6M | 0.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 522,257 | +13,114 | $37.2M | +$9.9M | 2.6% |
| Privium Fund Management B.V. | 248,259 | +103,259 | $17.7M | +$9.9M | 71.2% |
| FEDERATED HERMES, INC. | 219,536 | +61,944 | $15.6M | +$7.2M | 39.3% |
| Walleye Trading LLC | 280,076 | +31,795 | $19.9M | +$6.6M | 12.8% |
| Invesco Ltd. | 144,021 | +76,265 | $10.3M | +$6.6M | 112.5% |
| WELLS FARGO & COMPANY/MN | 149,950 | +45,412 | $10.7M | +$5.1M | 43.4% |
| Bank of New York Mellon Corp | 185,643 | +28,041 | $13.2M | +$4.8M | 17.8% |
| Atika Capital Management LLC | 113,917 | +44,917 | $8.1M | +$4.4M | 65.1% |
| Squarepoint Ops LLC | 110,967 | +45,719 | $7.9M | +$4.4M | 70.1% |
| Bridgewater Associates, LP | 66,074 | +57,634 | $4.7M | +$4.3M | 682.9% |
| DNB Asset Management AS | 96,718 | +45,430 | $6.9M | +$4.1M | 88.6% |
| CITIGROUP INC | 68,872 | +50,971 | $4.9M | +$3.9M | 284.7% |
| Qube Research & Technologies Ltd | 211,401 | +3,461 | $15.0M | +$3.9M | 1.7% |
| FIRST TRUST ADVISORS LP | 156,427 | +15,119 | $11.1M | +$3.6M | 10.7% |
| Parallax Volatility Advisers, L.P. | 88,727 | +29,726 | $6.3M | +$3.2M | 50.4% |
| CANTOR FITZGERALD, L. P. | 54,142 | +42,467 | $3.6M | +$3.0M | 363.7% |
| Swiss National Bank | 123,800 | +10,200 | $8.8M | +$2.7M | 9.0% |
| Hidden Lake Asset Management LP | 63,032 | +29,923 | $4.5M | +$2.7M | 90.4% |
| IMC-Chicago, LLC | 62,837 | +28,264 | $4.5M | +$2.6M | 81.8% |
| RAYMOND JAMES FINANCIAL INC | 77,031 | +22,722 | $5.5M | +$2.6M | 41.8% |
| NZS Capital, LLC | 130,379 | +1,295 | $9.3M | +$2.4M | 1.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 100,012 | +6,915 | $7.1M | +$2.1M | 7.4% |
| LPL Financial LLC | 75,635 | +10,523 | $5.4M | +$1.9M | 16.2% |
| UDINE WEALTH MANAGEMENT, INC. | 33,930 | +717 | $2.4K | -$1.8M | 2.1% |
| MAVERICK CAPITAL LTD | 69,864 | +8,015 | $5.0M | +$1.7M | 12.9% |
| ALLIANCEBERNSTEIN L.P. | 61,694 | +5,873 | $4.4M | +$1.4M | 10.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,589 | +9,476 | $1.4M | +$1.4M | 93.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 59,476 | +4,513 | $4.2M | +$1.3M | 8.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 69,900 | +657 | $5.0M | +$1.3M | 0.9% |
| Legal & General Group Plc | 60,942 | +631 | $4.3M | +$1.1M | 1.0% |
| Engineers Gate Manager LP | 24,099 | +9,021 | $1.7M | +$908.2K | 59.8% |
| Creative Planning | 26,795 | +6,209 | $1.9M | +$805.3K | 30.2% |
| SEI INVESTMENTS CO | 22,077 | +6,669 | $1.6M | +$746.7K | 43.3% |
| JANUS HENDERSON GROUP PLC | 29,077 | +3,500 | $2.1M | +$702.4K | 13.7% |
| OPPENHEIMER & CO INC | 16,124 | +7,150 | $1.1M | +$667.3K | 79.7% |
| MetLife Investment Management, LLC | 33,364 | +1,008 | $2.4M | +$642.8K | 3.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 32,431 | +259 | $2.3M | +$586.3K | 0.8% |
| NewEdge Advisors, LLC | 16,116 | +5,585 | $1.1M | +$583.4K | 53.0% |
| Empower Advisory Group, LLC | 12,561 | +6,039 | $894.1K | +$545.0K | 92.6% |
| Circle Wealth Management, LLC | 15,825 | +3,392 | $1.1M | +$460.9K | 27.3% |
| United Capital Management of KS, Inc. | 24,157 | +40 | $1.7M | +$428.5K | 0.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 19,428 | +1,300 | $1.4M | +$412.5K | 7.2% |
| AQR CAPITAL MANAGEMENT LLC | 21,569 | +159 | $1.5M | +$389.2K | 0.7% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 25,169 | +4,100 | $1.5M | +$357.4K | 19.4% |
| JONES FINANCIAL COMPANIES LLLP | 13,274 | +1,279 | $944.8K | +$327.9K | 10.7% |
| Police & Firemen's Retirement System of New Jersey | 16,299 | +560 | $1.2M | +$317.7K | 3.5% |
| Arizona State Retirement System | 17,414 | +70 | $1.2M | +$311.1K | 0.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,699 | +529 | $1.1M | +$305.4K | 3.5% |
| KLP KAPITALFORVALTNING AS | 13,400 | +1,200 | $953.8K | +$300.7K | 9.8% |
| ProShare Advisors LLC | 11,075 | +1,555 | $788.3K | +$278.7K | 16.3% |
| Fermata Advisors, LLC | 6,700 | +2,900 | $476.9K | +$273.5K | 76.3% |
| Wealthfront Advisers LLC | 8,304 | +2,179 | $591.1K | +$263.2K | 35.6% |
| HARBOUR INVESTMENTS, INC. | 3,162 | +3,157 | $225.1K | +$224.8K | 63140.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,431 | +219 | $674.6K | +$222.5K | 2.7% |
| Pictet Asset Management Holding SA | 8,911 | +1,154 | $634.3K | +$219.1K | 14.9% |
| Voya Investment Management LLC | 10,666 | +536 | $759.2K | +$216.9K | 5.3% |
| STRS OHIO | 4,200 | +2,600 | $299.0K | +$213.3K | 162.5% |
| Quantinno Capital Management LP | 8,619 | +682 | $613.5K | +$188.6K | 8.6% |
| Cerity Partners LLC | 8,138 | +453 | $579.3K | +$167.9K | 5.9% |
| Corient Private Wealth LLC | 6,740 | +859 | $479.8K | +$164.9K | 14.6% |
| VICTORY CAPITAL MANAGEMENT INC | 7,393 | +490 | $526.2K | +$156.7K | 7.1% |
| WATERSHED PRIVATE WEALTH LLC | 8,310 | +140 | $591.5K | +$154.2K | 1.7% |
| PharVision Advisers, LLC | 5,152 | +1,158 | $366.7K | +$152.9K | 29.0% |
| TITLEIST ASSET MANAGEMENT, LLC | 5,375 | +543 | $382.6K | +$123.9K | 11.2% |
| XPONANCE, INC. | 4,811 | +452 | $342.4K | +$109.1K | 10.4% |
| Larson Financial Group LLC | 1,574 | +1,505 | $112.0K | +$108.3K | 2181.2% |
| Aspiring Ventures, LLC | 5,059 | +355 | $360.1K | +$108.3K | 7.5% |
| Optiver Holding B.V. | 3,283 | +862 | $233.7K | +$104.1K | 35.6% |
| Ameritas Investment Partners, Inc. | 4,917 | +267 | $350.0K | +$101.1K | 5.7% |
| Fearless Solutions, LLC dba Best Invest | 4,200 | +400 | $299.0K | +$95.5K | 10.5% |
| Kestra Advisory Services, LLC | 5,001 | +116 | $356.0K | +$94.5K | 2.4% |
| Global Retirement Partners, LLC | 1,596 | +1,030 | $113.6K | +$83.3K | 182.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,484,175 | +965,321 | $105.6K | +$77.9K | 186.0% |
| TD Waterhouse Canada Inc. | 3,671 | +121 | $261.3K | +$75.3K | 3.4% |
| GAMMA Investing LLC | 3,529 | +236 | $251.2K | +$74.9K | 7.2% |
| Farther Finance Advisors, LLC | 1,024 | +573 | $72.9K | +$48.7K | 127.0% |
| US BANCORP \DE\ | 2,571 | +27 | $183.0K | +$46.8K | 1.1% |
| PNC Financial Services Group, Inc. | 1,182 | +436 | $84.1K | +$44.2K | 58.4% |
| Caitong International Asset Management Co., Ltd | 409 | +404 | $29.1K | +$28.8K | 8080.0% |
| Sterling Capital Management LLC | 396 | +261 | $28.2K | +$21.0K | 193.3% |
| ORG Partners LLC | 323 | +229 | $23.0K | +$18.0K | 243.6% |
| Smartleaf Asset Management LLC | 401 | +37 | $28.8K | +$9.0K | 10.2% |
| Parallel Advisors, LLC | 288 | +58 | $20.5K | +$8.2K | 25.2% |
| Prestige Wealth Management Group LLC | 300 | +250 | $9.9K | +$7.2K | 500.0% |
| Mirae Asset Global Investments Co., Ltd. | 266 | +45 | $18.9K | +$7.1K | 20.4% |
| QUADRANT CAPITAL GROUP LLC | 111 | +40 | $7.9K | +$4.1K | 56.3% |
| Virtu Financial LLC | 45,145 | +18,929 | $3.2K | +$1.8K | 72.2% |
| ROTHSCHILD INVESTMENT LLC | 84 | +4 | $6.0K | +$1.7K | 5.0% |
| Bare Financial Services, Inc | 26 | +14 | $1.9K | +$1.2K | 116.7% |
| GHP Investment Advisors, Inc. | 27 | +2 | $1.9K | +$583 | 8.0% |
| VAN ECK ASSOCIATES CORP | 21,915 | +1,533 | $1.6K | +$469 | 7.5% |
| Handelsbanken Fonder AB | 14,300 | +2,800 | $1.0K | +$402 | 24.3% |
| Cambridge Investment Research Advisors, Inc. | 8,612 | +1,823 | $613 | +$250 | 26.9% |
| CWM, LLC | 2,882 | +364 | $205 | +$70 | 14.4% |
| AMALGAMATED BANK | 1,903 | +116 | $135 | +$39 | 6.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 824 | +307 | $59 | +$31 | 59.4% |
| TSFG, LLC | 1,028 | +28 | $73 | +$19 | 2.8% |