Among active 13F managers last quarter, 1 opened and 2 added, while 2 reduced; the largest holder to move was Continuum Advisory, LLC (added).
25 tracked 13F filers disclose a position in LRNZ as of the latest SEC 13F filings, a combined $6.0M 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 | Mid-American Wealth Advisory Group, Inc. | 18K | $1.1M | ▲+2.6% Added · +453 sh | Q2 2026 | |
| 2 | Susquehanna International Group, LLP | 16K | $634K | ▲+9.8% Added · +1K sh | Q1 2026 | |
| 3 | Authentikos Wealth Advisory, LLC | 15K | $947K | ▼−16% Reduced · −3K sh | Q2 2026 | |
| 4 | Sloy Dahl & Holst, LLC | 8K | $528K | —Held | Q2 2026 | |
| 5 | Cetera Investment Advisers | 8K | $321K | ▲+16% Added · +1K sh | Q1 2026 | |
| 6 | Acorn Wealth Advisors, LLC | 7K | $456K | ▲+8.1% Added · +527 sh | Q2 2026 | |
| 7 | Weaver Consulting Group | 6K | $407K | —Held | Q2 2026 | |
| 8 | Tower Research Capital LLC (TRC) | 5K | $192K | ▲+4.9% Added · +223 sh | Q1 2026 | |
| 9 | AE Wealth Management LLC | 5K | $181K | ▲+14% Added · +549 sh | Q1 2026 | |
| 10 | Continuum Advisory, LLC | 5K | $291K | ▲Added Added · +5K sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 4K | $169K | ▼−2.9% Reduced · −125 sh | Q1 2026 | |
| 12 | Stratos Wealth Partners, LTD. | 3K | $218K | ▲New +3K sh | Q2 2026 | |
| 13 | Independence Wealth Advisors, LLC | 3K | $205K | ▲New +3K sh | Q2 2026 | |
| 14 | Signaturefd, LLC | 2K | $88K | —Held | Q1 2026 | |
| 15 | Triumph Capital Management | 2K | $130K | ▼−4.5% Reduced · −95 sh | Q2 2026 | |
| 16 | Morgan Stanley | 500 | $20K | ▼−18% Reduced · −108 sh | Q1 2026 | |
| 17 | UBS Group AG | 394 | $16K | ▲+369% Added · +310 sh | Q1 2026 | |
| 18 | Capital Investment Advisory Services, LLC | 376 | $24K | —Held | Q2 2026 | |
| 19 | Carolina Wealth Advisors, LLC | 237 | $15K | ▼−46% Reduced · −200 sh | Q2 2026 | |
| 20 | Harbour Investments, Inc. | 200 | $8K | —Held | Q1 2026 | |
| 21 | Bogart Wealth, LLC | 160 | $6K | —Held | Q1 2026 | |
| 22 | Mosley Wealth Management | 152 | $10K | ▲New +152 sh | Q2 2026 | |
| 23 | Parallel Advisors, LLC | 136 | $5K | —Held | Q1 2026 | |
| 24 | Kingdom Financial Group LLC. | 14 | $903 | ▼−42% Reduced · −10 sh | Q2 2026 | |
| 25 | Valley National Advisers Inc | 13 | $839 | ▲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 2 added to an existing one, while 2 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 |
|---|---|---|
| Apple IncAAPL | 11 funds | $836.3M |
| Nvidia CorpNVDA | 11 funds | $610.7M |
| Tesla IncTSLA | 11 funds | $608.3M |
| Vanguard Dividend Apprec ETFVIG | 11 funds | $564.7M |
| Microsoft CorpMSFT | 11 funds | $411.1M |
| Invesco QQQ Trust Series 1QQQ | 11 funds | $382.1M |
| Vanguard S&P 500 ETFVOO | 11 funds | $314.9M |
| Amazon.com IncAMZN | 11 funds | $289.2M |
| Vanguard Ftse Emerging MarkeVWO | 11 funds | $284.0M |
| Alphabet Inc-CL AGOOGL | 11 funds | $274.6M |
| Alphabet Inc-CL CGOOG | 11 funds | $204.4M |
| Meta Platforms Inc-Class AMETA | 11 funds | $144.1M |
Ranked by how many of LRNZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LRNZ.
No filings captured for this ticker in the live stream yet.
Connected entities for LRNZ
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.