19 tracked 13F filers disclose a position in LRNZ as of the latest SEC 13F filings, a combined $3.4M 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 | Mid-American Wealth Advisory Group, Inc. | $1.1M | 18K | ▲+2.6% Added · +453 sh | Q2 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $634K | 16K | ▲+9.8% Added · +1K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $321K | 8K | ▲+16% Added · +1K sh | Q1 2026 | |
| 4 | Weaver Consulting Group | $407K | 6K | —Held | Q2 2026 | |
| 5 | Tower Research Capital LLC (TRC) | $192K | 5K | ▲+4.9% Added · +223 sh | Q1 2026 | |
| 6 | AE Wealth Management LLC | $181K | 5K | ▲+14% Added · +549 sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $169K | 4K | ▼−2.9% Reduced · −125 sh | Q1 2026 | |
| 8 | SIGNATUREFD, LLC | $88K | 2K | —Held | Q1 2026 | |
| 9 | Triumph Capital Management | $130K | 2K | ▼−4.5% Reduced · −95 sh | Q2 2026 | |
| 10 | MORGAN STANLEY | $20K | 500 | ▼−18% Reduced · −108 sh | Q1 2026 | |
| 11 | UBS Group AG | $16K | 394 | ▲+369% Added · +310 sh | Q1 2026 | |
| 12 | Capital Investment Advisory Services, LLC | $24K | 376 | —Held | Q2 2026 | |
| 13 | Carolina Wealth Advisors, LLC | $15K | 237 | ▼−46% Reduced · −200 sh | Q2 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $8K | 200 | —Held | Q1 2026 | |
| 15 | Bogart Wealth, LLC | $6K | 160 | —Held | Q1 2026 | |
| 16 | Mosley Wealth Management | $10K | 152 | ▲New +152 sh | Q2 2026 | |
| 17 | MAI Capital Management | $6K | 150 | ▲New +150 sh | Q1 2026 | |
| 18 | Parallel Advisors, LLC | $5K | 136 | —Held | Q1 2026 | |
| 19 | VALLEY NATIONAL ADVISERS INC | $839 | 13 | ▲New +13 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, 1 fund opened a new position in LRNZ and 1 added to an existing one, while 1 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $83.7B |
| NVIDIA CORPNVDA | 12 funds | $83.3B |
| APPLE INCAAPL | 12 funds | $78.2B |
| AMAZON.COM INCAMZN | 12 funds | $47.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $45.5B |
| ALPHABET INC-CL AGOOGL | 12 funds | $38.7B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $36.4B |
| BROADCOM INCAVGO | 12 funds | $34.8B |
| JPMORGAN CHASE & COJPM | 12 funds | $28.5B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $25.8B |
| ALPHABET INC-CL CGOOG | 12 funds | $24.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $23.1B |
Ranked by how many of LRNZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SOVFSOVEREIGNS CAPIT | 23 funds | $71.2M |
| SEPZTRUESHARES STRUC | 20 funds | $74.2M |
| QBERTRUESHARES QUART | 20 funds | $51.0M |
| CEFZRIVERNORTH ACTIV | 20 funds | $12.8M |
| LRNZthis pageTRUESHS TECH AI | 19 funds | $3.4M |
| ONEZTRUESHARES SEASO | 17 funds | $87.7M |
| PAYMSP AU DE IN ETF | 16 funds | $72.5M |
| DIVZPOLEN DIVIDEND I | 16 funds | $51.6M |
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.
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/LRNZ/capital-change-brief"
Use Arkolith's capital_change_brief for LRNZ. 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 LRNZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.