Filing Research | LMND - LEMONADE, INC. Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	PhiloSmith Capital Corp	Shares	172.6KSH	$11.2M
2	UDINE WEALTH MANAGEMENT, INC.	Shares	33.5KSH	$2.2M
3	Police & Firemen's Retirement System of New Jersey	Shares	21.2KSH	$1.4M
4	Sava Infond d.o.o.	Shares	14.5KSH	$943.2K
5	Rare Wolf Capital LLC	Shares	14.0KSH	$912.8K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.9KSH	$907.3K
7	WATERSHED PRIVATE WEALTH LLC	Shares	9.2KSH	$599.1K
8	Johnson & White Wealth Management, LLC	Shares	7.7KSH	$503.8K
9	Fermata Advisors, LLC	Shares	6.8KSH	$440.3K
10	TITLEIST ASSET MANAGEMENT, LLC	Shares	6.3KSH	$411.6K
11	Total Clarity Wealth Management, Inc.	Shares	5.7KSH	$372.4K
12	Fearless Solutions, LLC dba Best Invest	Shares	5.3KSH	$344.9K
13	SBI Securities Co., Ltd.	Shares	5.3KSH	$344.0K
14	Parisi Gray Wealth Management	Shares	5.0KSH	$324.5K
15	ARS Wealth Advisors Group, LLC	Shares	3.6KSH	$236.8K
16	GAMMA Investing LLC	Shares	3.5KSH	$226.3K
17	Triumph Capital Management	Shares	2.4KSH	$158.5K
18	Activest Wealth Management	Shares	2.1KSH	$136.7K
19	Farther Finance Advisors, LLC	Shares	2.0KSH	$132.8K
20	Union Bancaire Privee, UBP SA	Shares	1.7KSH	$108.5K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.5KSH	$105.0K
22	SIGNATUREFD, LLC	Shares	1.2KSH	$78.6K
23	IFP Advisors, Inc	Shares	912SH	$59.3K
24	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	800SH	$52.0K
25	Mirae Asset Global Investments Co., Ltd.	Shares	199SH	$12.9K
26	EverSource Wealth Advisors, LLC	Shares	163SH	$10.6K
27	DHJJ Financial Advisors, Ltd.	Shares	153SH	$10.0K
28	Versant Capital Management, Inc	Shares	148SH	$9.6K
29	Dogwood Wealth Management LLC	Shares	129SH	$8.4K
30	TOTH FINANCIAL ADVISORY CORP	Shares	120SH	$7.8K
31	Key FInancial Inc	Shares	100SH	$6.5K
32	SALEM INVESTMENT COUNSELORS INC	Shares	96SH	$6.2K
33	HHM Wealth Advisors, LLC	Shares	60SH	$3.9K
34	MB, LEVIS & ASSOCIATES, LLC	Shares	60SH	$3.9K
35	Bank & Trust Co	Shares	55SH	$3.6K
36	Trust Co	Shares	50SH	$3.3K
37	Beaird Harris Wealth Management, LLC	Shares	40SH	$2.6K
38	LifeSteps Financial, Inc.	Shares	32SH	$2.1K
39	HORIZON FINANCIAL SERVICES, LLC	Shares	30SH	$2.0K
40	GHP Investment Advisors, Inc.	Shares	25SH	$1.6K
41	Golden State Wealth Management, LLC	Shares	25SH	$1.6K
42	Torren Management, LLC	Shares	25SH	$1.6K
43	Blue Trust, Inc.	Shares	23SH	$1.5K
44	Handelsbanken Fonder AB	Shares	20.8KSH	$1.4K
45	MassMutual Private Wealth & Trust, FSB	Shares	19SH	$1.2K
46	Fortitude Family Office, LLC	Shares	17SH	$1.1K
47	PayPay Securities Corp	Shares	15SH	$976
48	SJS Investment Consulting Inc.	Shares	9SH	$586
49	WOLFF WIESE MAGANA LLC	Shares	9SH	$586
50	Physician Wealth Advisors, Inc.	Shares	6SH	$391

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Manager changes2026-06-30 vs 2026-03-31

50 / 72 loaded

#		Instrument
1	Total Clarity Wealth Management, Inc. new	Shares	+5.7K	+$372.4K	$372.4K
2	PhiloSmith Capital Corp trimmed	Shares	-700	+$365.1K	$11.2M
3	Parisi Gray Wealth Management new	Shares	+5.0K	+$324.5K	$324.5K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+4.3K	+$322.5K	$1.4M
5	Sava Infond d.o.o. added	Shares	+3.5K	+$253.7K	$943.2K
6	UDINE WEALTH MANAGEMENT, INC. added	Shares	+2.0K	+$206.1K	$2.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-695	+$73.6K	$907.3K
8	THOMPSON INVESTMENT MANAGEMENT, INC. new	Shares	+800	+$52.0K	$52.0K
9	Triumph Capital Management added	Shares	+405	+$31.2K	$158.5K
10	Farther Finance Advisors, LLC added	Shares	+344	+$29.1K	$132.8K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+161	+$22.3K	$105.0K
12	WATERSHED PRIVATE WEALTH LLC unchanged	Shares	0	+$21.8K	$599.1K
13	Fermata Advisors, LLC added	Shares	+65	+$20.1K	$440.3K
14	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+77	+$19.8K	$411.6K
15	GAMMA Investing LLC added	Shares	+60	+$12.0K	$226.3K
16	SBI Securities Co., Ltd. trimmed	Shares	-37	+$10.2K	$344.0K
17	DHJJ Financial Advisors, Ltd. new	Shares	+153	+$10.0K	$10.0K
18	ARS Wealth Advisors Group, LLC unchanged	Shares	0	+$8.6K	$236.8K
19	Key FInancial Inc new	Shares	+100	+$6.5K	$6.5K
20	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$6.0K	$108.5K
21	Activest Wealth Management unchanged	Shares	0	+$5.0K	$136.7K
22	SALEM INVESTMENT COUNSELORS INC added	Shares	+66	+$4.4K	$6.2K
23	Johnson & White Wealth Management, LLC trimmed	Shares	-236	+$3.6K	$503.8K
24	Beaird Harris Wealth Management, LLC new	Shares	+40	+$2.6K	$2.6K
25	LifeSteps Financial, Inc. new	Shares	+32	+$2.1K	$2.1K
26	Mirae Asset Global Investments Co., Ltd. added	Shares	+2	+$597	$12.9K
27	SJS Investment Consulting Inc. new	Shares	+9	+$586	$586
28	EverSource Wealth Advisors, LLC added	Shares	+3	+$574	$10.6K
29	IFP Advisors, Inc trimmed	Shares	-26	+$532	$59.3K
30	Physician Wealth Advisors, Inc. new	Shares	+6	+$391	$391
31	Versant Capital Management, Inc unchanged	Shares	0	+$350	$9.6K
32	Dogwood Wealth Management LLC unchanged	Shares	0	+$305	$8.4K
33	Handelsbanken Fonder AB added	Shares	+2.3K	+$193	$1.4K
34	HHM Wealth Advisors, LLC unchanged	Shares	0	+$142	$3.9K
35	MB, LEVIS & ASSOCIATES, LLC unchanged	Shares	0	+$142	$3.9K
36	Bank & Trust Co unchanged	Shares	0	+$131	$3.6K
37	True Wealth Design, LLC new	Shares	+2	+$131	$131
38	Trust Co unchanged	Shares	0	+$119	$3.3K
39	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	+$72	$2.0K
40	GHP Investment Advisors, Inc. unchanged	Shares	0	+$60	$1.6K
41	Golden State Wealth Management, LLC unchanged	Shares	0	+$59	$1.6K
42	Torren Management, LLC unchanged	Shares	0	+$59	$1.6K
43	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$45	$1.2K
44	Fortitude Family Office, LLC unchanged	Shares	0	+$40	$1.1K
45	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$21	$586
46	BFSG, LLC unchanged	Shares	0	+$7	$196
47	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$5	$131
48	FNY Investment Advisers, LLC new	CALL	+50	+$3	$3
49	TSFG, LLC unchanged	Shares	0	+$3	$67
50	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$22

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