55 tracked 13F filers disclose a position in LONZ as of the latest SEC 13F filings, a combined $257.7M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | $129.9M | 2.6M | ▼−26% Reduced · −945K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $21.7M | 440K | ▼−8.7% Reduced · −42K sh | Q1 2026 | |
| 3 | State of New Jersey Common Pension Fund D | $19.8M | 400K | ▲+60% Added · +150K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $16.6M | 336K | ▲+93% Added · +162K sh | Q1 2026 | |
| 5 | Flatrock Wealth Partners LLC | $11.0M | 222K | ▲+9.4% Added · +19K sh | Q1 2026 | |
| 6 | Cordoba Advisory Partners LLC | $8.5M | 172K | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 7 | Gradient Investments LLC | $7.9M | 160K | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 88K | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 9 | Mid-American Wealth Advisory Group, Inc. | $4.3M | 88K | ▼−6.3% Reduced · −6K sh | Q2 2026 | |
| 10 | Atria Investments, Inc | $4.1M | 83K | ▲Added Added · +83K sh | Q2 2026 | |
| 11 | J.W. COLE ADVISORS, INC. | $2.8M | 58K | ▲+15% Added · +8K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | $2.5M | 50K | ▲11× Added · +46K sh | Q1 2026 | |
| 13 | IEQ CAPITAL, LLC | $2.4M | 48K | ▲New +48K sh | Q1 2026 | |
| 14 | ALEXANDER LABRUNERIE & CO., INC. | $2.2M | 44K | ▲+3.0% Added · +1K sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 43K | ▲+6.8% Added · +3K sh | Q2 2026 | |
| 16 | Inspire Advisors, LLC | $1.4M | 28K | ▼−87% Reduced · −185K sh | Q1 2026 | |
| 17 | ARMSTRONG ADVISORY GROUP, INC | $1.3M | 27K | ▲+14% Added · +3K sh | Q2 2026 | |
| 18 | Elm3 Financial Group, LLC | $1.1M | 22K | ▼−3.8% Reduced · −860 sh | Q2 2026 | |
| 19 | Clear Creek Financial Management, LLC | $1.1M | 22K | ▼−3.7% Reduced · −827 sh | Q2 2026 | |
| 20 | NAPLES GLOBAL ADVISORS, LLC | $1.0M | 20K | ▲+0.5% Added · +100 sh | Q2 2026 | |
| 21 | CWM, LLC | $944K | 19K | ▼−1.7% Reduced · −331 sh | Q1 2026 | |
| 22 | UBS Group AG | $923K | 19K | ▲+10% Added · +2K sh | Q1 2026 | |
| 23 | LifeGoal Investments, LLC | $841K | 17K | ▲New +17K sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $796K | 16K | ▼−69% Reduced · −36K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $760K | 15K | ▲+49% Added · +5K 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.
Last quarter, 2 funds opened a new position in LONZ and 13 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 15 funds | $6.8B |
| ALPHABET INC-CL AGOOGL | 15 funds | $3.9B |
| NVIDIA CORPNVDA | 14 funds | $6.4B |
| MICROSOFT CORPMSFT | 14 funds | $5.9B |
| AMAZON.COM INCAMZN | 14 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.7B |
| BROADCOM INCAVGO | 14 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.5B |
| STE STR SPDR PT S&P 500 ETFSPYM | 14 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $1.8B |
Ranked by how many of LONZ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF 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/LONZ/capital-change-brief"
Use Arkolith's capital_change_brief for LONZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LONZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.