LONZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +3.2% ·
net new positions -5.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 3.58M | n/a | $179.85M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 482.62K | n/a | $24.27M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 174.01K | +890.2% | $8.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 161.87K | n/a | $8.14M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 129.01K | n/a | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Focus Partners Wealth | 123.59K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 85.12K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 51.74K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Toronto Dominion Bank | 40.00K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 22.98K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cwm, Llc | 19.46K | n/a | $978,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 16.95K | n/a | $852,497 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 10.31K | n/a | $518,496 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 9.36K | n/a | $470,590 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 4.79K | n/a | $241,093 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 1.00K | n/a | $50,270 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 721 | n/a | $36,250 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 251 | +118.3% | $12,625 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 208 | n/a | $10,495 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $300,649 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 5.72M shares, $276.91M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.