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Institutional Holdings

LONA

Ownership Summary

Institutions Holding
47
Total Shares Held
7,271,601
Total Value Held
$66,732,152
Quarter
2026-06-30

Active Positions

Increased Positions
6
1,048,590 shares
Decreased Positions
7
192,439 shares
Held Positions
20
5,049,552 shares
New Positions
11
981,020 shares
Sold Out Positions
3
1,411 shares
Institution Shares Value Change % of Portfolio Reported
PERCEPTIVE ADVISORS LLC 1,859,322 $17,087,169 Unchanged 0.26% 2026-06-30
ADAR1 Capital Management, LLC 777,100 $7,141,549 ▲ +49,619 0.33% 2026-06-30
ACORN CAPITAL ADVISORS, LLC 634,539 $5,831,413 Unchanged 1.59% 2026-06-30
Commodore Capital LP 464,398 $4,267,818 Unchanged 0.25% 2026-06-30
TCG Crossover Management, LLC 464,398 $4,267,818 Unchanged 0.10% 2026-06-30
NEA Management Company, LLC 464,398 $4,267,818 Unchanged 0.27% 2026-06-30
Kalehua Capital Management LLC 393,701 $3,618,112 Unchanged 2.08% 2026-06-30
Spruce Street Capital LP 393,701 $3,618,112 Unchanged 0.71% 2026-06-30
Blackstone Inc. 324,638 $2,983,423 New position 0.01% 2026-06-30
ADAGE CAPITAL PARTNERS GP, L.L.C. 300,000 $2,757,000 New position 0.00% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 275,233 $2,529,391 New position 0.00% 2026-06-30
Seven Fleet Capital Management LP 154,153 $1,416,666 ▼ -10,523 0.23% 2026-06-30
Propel Bio Management, LLC 149,279 $1,371,874 Unchanged 0.72% 2026-06-30
Simplify Asset Management Inc. 149,279 $1,371,874 Unchanged 0.02% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 80,418 $739,513 ▲ +95 0.00% 2026-06-30
BlackRock, Inc. 79,186 $727,719 ▲ +23,135 0.00% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 77,424 $711,527 ▲ +13,202 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 42,814 $393,461 New position 0.00% 2026-06-30
BANK OF AMERICA CORP /DE/ 32,557 $299,199 ▼ -9 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 32,450 $298,216 ▲ +772 0.00% 2026-06-30
Laird Norton Wetherby Trust Company, LLC 21,818 $200,508 Unchanged 0.00% 2026-06-30
STATE STREET CORP 16,337 $150,137 Unchanged 0.00% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 14,728 $135,351 New position 0.00% 2026-06-30
NORTHERN TRUST CORP 14,394 $132,281 Unchanged 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 13,276 $122,006 Unchanged 0.00% 2026-06-30
XTX Topco Ltd 11,749 $107,973 New position 0.00% 2026-06-30
CITADEL ADVISORS LLC 10,001 $91,909 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 4,580 $42,090 ▼ -1,600 0.00% 2026-06-30
JPMORGAN CHASE & CO 2,012 $17,826 ▲ +2,000 0.00% 2026-06-30
Vanguard Global Advisers, LLC 1,325 $12,177 New position 0.00% 2026-06-30
ROYAL BANK OF CANADA 844 $8,000 ▼ -1,381 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 438 $4,025 New position 0.00% 2026-06-30
American Capital Advisory, LLC 200 $1,838 Unchanged 0.00% 2026-06-30
UBS Group AG 196 $1,802 ▼ -1,103 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 150 $1,379 Unchanged 0.00% 2026-06-30
MORGAN STANLEY 89 $818 ▼ -382 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 81 $744 Unchanged 0.00% 2026-06-30
Global Retirement Partners, LLC 52 $477 New position 0.00% 2026-06-30
BARCLAYS PLC 42 $386 New position 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 33 $310 Unchanged 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 20 $184 ▼ -3 0.00% 2026-06-30
SBI Securities Co., Ltd. 12 $110 Unchanged 0.00% 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 10,230 $94 Unchanged 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 6 $55 Unchanged 0.00% 2026-06-30
Annis Gardner Whiting Capital Advisors, LLC 0 $0 Sold out 2026-06-30
NewEdge Advisors, LLC 0 $0 Sold out 2026-06-30
CITIGROUP INC 0 $0 Sold out 2026-06-30