| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PERCEPTIVE ADVISORS LLC | $19.1M | 1.9M | —Held | Q1 2026 | |
| 2 | ADAR1 Capital Management, LLC | $7.5M | 727K | ▲+85% Added · +334K sh | Q1 2026 | |
| 3 | ACORN CAPITAL ADVISORS, LLC | $6.5M | 635K | ▲+26% Added · +133K sh | Q1 2026 | |
| 4 | NEA Management Company, LLC | $4.8M | 464K | —Held | Q1 2026 | |
| 5 | Commodore Capital LP | $4.8M | 464K | —Held | Q1 2026 | |
| 6 | TCG Crossover Management, LLC | $4.7M | 464K | —Held | Q1 2026 | |
| 7 | Kalehua Capital Management LLC | $4.0M | 394K | —Held | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $2.0M | 195K | ▲New +195K sh | Q1 2026 | |
| 9 | Simplify Asset Management Inc. | $1.4M | 149K | —Held | Q2 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $826K | 80K | ▲+160% Added · +49K sh | Q1 2026 | |
| 11 | RENAISSANCE TECHNOLOGIES LLC | $660K | 64K | ▼−15% Reduced · −11K sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $576K | 56K | ▲+49% Added · +18K sh | Q1 2026 | |
| 13 | VANGUARD FIDUCIARY TRUST CO | $412K | 40K | ▲New +40K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $335K | 33K | ▼−0.8% Reduced · −274 sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $326K | 32K | ▼−90% Reduced · −293K sh | Q1 2026 | |
| 16 | Laird Norton Wetherby Trust Company, LLC | $224K | 22K | —Held | Q1 2026 | |
| 17 | STATE STREET CORP | $168K | 16K | ▲+52% Added · +6K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $148K | 14K | ▲+38% Added · +4K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $136K | 13K | ▲+24% Added · +3K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $64K | 6K | ▼−33% Reduced · −3K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $23K | 2K | ▲+566% Added · +2K sh | Q1 2026 | |
| 22 | Vanguard Global Advisers, LLC | $14K | 1K | ▲New +1K sh | Q1 2026 | |
| 23 | UBS Group AG | $13K | 1K | ▼−62% Reduced · −2K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $5K | 471 | ▲+0.2% Added · +1 sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $4K | 410 | ▲+720% Added · +360 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| DANAHER CORPDHR | 8 funds | $103.0M |
| INTUITIVE SURGICAL INCISRG | 8 funds | $101.6M |
| CVS HEALTH CORPCVS | 8 funds | $31.6M |
| BOSTON SCIENTIFIC CORPBSX | 8 funds | $24.5M |
| NEUROCRINE BIOSCIENCES INCNBIX | 8 funds | $13.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $578.0M |
| TESLA INCTSLA | 7 funds | $476.8M |
| JOHNSON & JOHNSONJNJ | 7 funds | $397.6M |
| ELI LILLY & COLLY | 7 funds | $348.2M |
| COCA-COLA CO/THEKO | 7 funds | $321.5M |
| CISCO SYSTEMS INCCSCO | 7 funds | $266.4M |
| HOME DEPOT INCHD | 7 funds | $244.7M |
Ranked by how many of LONA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2026 | Litton Mark James | PRESIDENT and CEO, Director | Sell (S) | 5K | $28K |
| Mar 4, 2026 | San Martin Javier | CHIEF MEDICAL OFFICER | Sell (S) | 2K | $9K |
| Mar 4, 2026 | CHURCH KEVIN | CHIEF SCIENTIFIC OFFICER | Sell (S) | 1K | $7K |
| Mar 4, 2026 | Worthington Mark | GENERAL COUNSEL and CCO | Sell (S) | 1K | $7K |
| Mar 4, 2026 | Renninger Robert | CHIEF FINANCIAL OFFICER | Sell (S) | 906 | $5K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LONA/capital-change-brief"
Use Arkolith's capital_change_brief for LONA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LONA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.