Security record · archived quarter
LONZ
name pending profile ingest
19Tracked holders
0Δ holders
3.69MShares held
$182.22MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -24.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 4.16M | $205.20M | +3 | −3 |
| Q1 2026 | 19 | 0 | 3.69M | $182.22M | +2 | −2 |
| Q4 2025 | 19 | -1 | 4.91M | $247.00M | — | −1 |
| Q3 2025 | 3 | +1 | 23.58K | $1.20M | +1 | — |
| Q3 2024 | 1 | 0 | 7.78K | $397,665 | — | — |
| Q2 2024 | 1 | — | 6.51K | $333,275 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 2.63M | -26.4% | $129.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 440.47K | -8.7% | $21.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 336.24K | +93.2% | $16.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 87.89K | +3.2% | $4.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 50.47K | +952.6% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 40.36K | -68.7% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cwm, Llc | 19.13K | -1.7% | $944,441 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 18.70K | +10.3% | $923,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 18.70K | +10.3% | $923,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 16.12K | -68.8% | $795,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 15.39K | +49.2% | $759,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 11.80K | -48.6% | $583,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 11.80K | -48.6% | $583,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 11.80K | -48.6% | $583,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 11.18K | -91.0% | $551,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 4.80K | -48.7% | $237,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 2.90K | New | $143,398 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.12K | +194.2% | $104,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 1.00K | 0.0% | $49,020 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 208 | 0.0% | $10,307 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Barclays Plc | 100 | New | $4,938 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 86 | -65.7% | $4,253 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 86 | -65.7% | $4,253 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $143,398 | 0.0% |
| Barclays Plc | $4,938 | 0.0% |
Exited
| Mariner, LLC | $8.14M | was 0.0% |
| Toronto Dominion Bank | $2.01M | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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