LZM
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | +4 | 15.77M | $52.38M | +7 | −3 |
| Q1 2026 | 48 | +6 | 13.69M | $40.66M | +7 | −1 |
| Q4 2025 | 43 | 0 | 15.65M | $60.22M | +1 | −1 |
| Q3 2025 | 14 | 0 | 6.50M | $29.54M | +1 | −1 |
| Q2 2025 | 11 | +2 | 5.97M | $19.37M | +3 | −1 |
| Q1 2025 | 6 | -1 | 2.97M | $7.22M | +1 | −2 |
| Q4 2024 | 7 | 0 | 3.10M | $12.87M | +1 | −1 |
| Q3 2024 | 6 | +1 | 3.05M | $11.99M | +1 | — |
| Q2 2024 | 5 | — | 2.88M | $11.91M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.21M | +11.0% | $17.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 2 | Adage Capital Partners ✦ | 1.61M | -15.6% | $4.29M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 382.03K | -2.5% | $2.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 324.51K | -1.2% | $1.78M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 5 | The Vanguard Group ✦ (passive) | 185.35K | -5.1% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Marshall Wace ✦ | 138.56K | New | $759,337 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 130.98K | — | $717,757 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Goldman Sachs Group ✦ | 241.71K | — | $566,003 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 39.65K | — | $217,294 | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 10 | AQR Capital Management ✦ | 38.22K | +44.4% | $209,423 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | D. E. Shaw & Co. ✦ | 166.37K | 0.0% | $104,811 | 0.0% | Held | 6 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 18.73K | 0.0% | $103,000 | 0.0% | Held | 6 | SEC ↗ |
| 13 | Millennium Management ✦ | 15.04K | -23.5% | $82,441 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 3.66K | +9.6% | $20,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $759,337 | 0.0% |
Exited
| Citadel Advisors | $88,370 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 21.52M shares, $71.83M 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.