Among active 13F managers last quarter, 10 opened and 16 added, while 6 reduced; the largest holder to move was Allianz Asset Management GmbH (−26%).
67 tracked 13F filers disclose a position in LONZ as of the latest SEC 13F filings, a combined $267.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 2.6M | $129.9M | ▼−26% Reduced · −945K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 440K | $21.7M | ▼−8.7% Reduced · −42K sh | Q1 2026 | |
| 3 | State of New Jersey Common Pension Fund D | 400K | $19.7M | —Held | Q2 2026 | |
| 4 | Goldman Sachs Group Inc | 336K | $16.6M | ▲+93% Added · +162K sh | Q1 2026 | |
| 5 | Flatrock Wealth Partners LLC | 237K | $11.7M | ▲+6.8% Added · +15K sh | Q2 2026 | |
| 6 | Cordoba Advisory Partners LLC | 172K | $8.5M | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 7 | Gradient Investments LLC | 160K | $7.9M | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 8 | McAdam, LLC | 116K | $5.7M | ▲New +116K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 88K | $4.3M | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 10 | Mid-American Wealth Advisory Group, Inc. | 88K | $4.3M | ▼−6.3% Reduced · −6K sh | Q2 2026 | |
| 11 | Atria Investments, Inc | 83K | $4.1M | ▲Added Added · +83K sh | Q2 2026 | |
| 12 | Brighton Jones LLC | 62K | $3.1M | ▲15× Added · +58K sh | Q2 2026 | |
| 13 | J.W. Cole Advisors, Inc. | 58K | $2.8M | ▲+15% Added · +8K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | 50K | $2.5M | ▲11× Added · +46K sh | Q1 2026 | |
| 15 | L & S Advisors Inc | 49K | $2.4M | ▲+7.5% Added · +3K sh | Q2 2026 | |
| 16 | Wealth Enhancement Advisory Services, LLC | 43K | $2.1M | ▲+6.8% Added · +3K sh | Q2 2026 | |
| 17 | Clearstead Advisors, LLC | 28K | $1.4M | ▲New +28K sh | Q2 2026 | |
| 18 | Armstrong Advisory Group, Inc | 27K | $1.3M | ▲+14% Added · +3K sh | Q2 2026 | |
| 19 | Elm3 Financial Group, LLC | 22K | $1.1M | ▼−3.8% Reduced · −860 sh | Q2 2026 | |
| 20 | Clear Creek Financial Management, LLC | 22K | $1.1M | ▼−3.7% Reduced · −827 sh | Q2 2026 | |
| 21 | Naples Global Advisors, LLC | 20K | $1.0M | ▲+0.5% Added · +100 sh | Q2 2026 | |
| 22 | CWM, LLC | 19K | $944K | ▼−1.7% Reduced · −331 sh | Q1 2026 | |
| 23 | UBS Group AG | 19K | $923K | ▲+10% Added · +2K sh | Q1 2026 | |
| 24 | Coastal Bridge Advisors, LLC | 19K | $918K | ▲+14% Added · +2K sh | Q2 2026 | |
| 25 | LifeGoal Investments, LLC | 17K | $841K | ▲New +17K sh | Q2 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, 10 funds opened a new position in LONZ and 16 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 31 funds | $5.7B |
| Apple IncAAPL | 31 funds | $5.3B |
| Vanguard S&P 500 ETFVOO | 31 funds | $2.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 31 funds | $1.6B |
| Invesco QQQ Trust Series 1QQQ | 31 funds | $1.2B |
| Microsoft CorpMSFT | 30 funds | $3.9B |
| Amazon.com IncAMZN | 30 funds | $2.7B |
| Alphabet Inc-CL AGOOGL | 30 funds | $2.7B |
| Broadcom IncAVGO | 30 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 30 funds | $1.5B |
| JPMorgan Chase & CoJPM | 30 funds | $1.4B |
| Advanced Micro DevicesAMD | 30 funds | $347.1M |
Ranked by how many of LONZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LONZ.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 691 funds | $11.2B |
| PYLDmc | 638 funds | $11.1B |
| BONDmc | 497 funds | $6.2B |
| MUNIcs | 416 funds | $2.2B |
| HYSmc | 241 funds | $847.5M |
| SMMUcs | 187 funds | $827.1M |
| CORPmc | 179 funds | $1.3B |
| LDURmc | 170 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LONZ
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.