§ EQUITY
USDLONZ
PI SEN LO SHT-TER ACT ETF-UI
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
50 increased/new, 14 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Allianz Asset Management GmbH | 2.6M | 0.1% | −26% |
| LPL Financial LLC | 440K | 0.0% | −9% |
| State of New Jersey Common Pension Fund D | 400K | 0.1% | +60% |
| Goldman Sachs | 336K | 0.0% | +93% |
| Flatrock Wealth Partners LLC | 222K | 4.9% | −74% |
| Independent Advisor Alliance | 197K | 0.1% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for LONZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
QUALITY / COMPOUNDER46.4% · 1 holder
OTHER39.8% · 53 holders
INCOME / DEFENSIVE7.3% · 2 holders
DEALER / BANK6.5% · 6 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LONZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LONZ yet.