Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Ethos Financial Group, LLC (new position).
2 tracked 13F filers disclose a position in LZEMX as of the latest SEC 13F filings, a combined $218K 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 | Ethos Financial Group, LLC | 7K | $210K | ▲New +7K sh | Q2 2026 | |
| 2 | Oakworth Capital, Inc. | 286 | $8K | —Held | 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, 1 fund opened a new position in LZEMX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Class | 13F holders | Value held |
|---|---|---|
| GLIFXGBL INFRA INST | 2 funds | $154.5M |
| LZEMXthis pageMutual Fund | 2 funds | $218K |
| 52106N764OPEN END TAXABLE NO LOAD FUND | 1 funds | $34K |
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 LZEMX
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/LZEMX/capital-change-brief"
Use Arkolith's capital_change_brief for LZEMX. 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 LZEMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.