Filing Research | LENZ - LENZ THERAPEUTICS INC Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	70.7KSH	$401.7K
2	Abel Hall, LLC	Shares	15.9KSH	$90.2K
3	China Universal Asset Management Co., Ltd.	Shares	5.0KSH	$28.3K
4	Police & Firemen's Retirement System of New Jersey	Shares	4.6KSH	$26.1K
5	Mirae Asset Global Investments Co., Ltd.	Shares	1.4KSH	$8.0K
6	BFSG, LLC	Shares	635SH	$3.6K
7	Farther Finance Advisors, LLC	Shares	595SH	$3.4K
8	GAMMA Investing LLC	Shares	486SH	$2.8K
9	EverSource Wealth Advisors, LLC	Shares	432SH	$2.5K
10	IFP Advisors, Inc	Shares	392SH	$2.2K
11	True Wealth Design, LLC	Shares	224SH	$1.3K
12	CoreCap Advisors, LLC	Shares	164SH	$932
13	SBI Securities Co., Ltd.	Shares	162SH	$920
14	SJS Investment Consulting Inc.	Shares	56SH	$319
15	State of Alaska, Department of Revenue	Shares	37.2KSH	$211
16	Ares Financial Consulting, LLC	Shares	19SH	$108
17	Fortitude Family Office, LLC	Shares	1SH	$6
18	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$6

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	Abel Hall, LLC new	Shares	+15.9K	+$90.2K	$90.2K
2	IFP Advisors, Inc added	Shares	+375	+$2.1K	$2.2K
3	EverSource Wealth Advisors, LLC added	Shares	+272	+$990	$2.5K
4	CoreCap Advisors, LLC new	Shares	+164	+$932	$932
5	True Wealth Design, LLC added	Shares	+176	+$833	$1.3K
6	Farther Finance Advisors, LLC added	Shares	+258	+$229	$3.4K
7	SJS Investment Consulting Inc. added	Shares	+45	+$218	$319
8	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$6	$6
9	State of Alaska, Department of Revenue added	Shares	+13.0K	-$10	$211
10	SBI Securities Co., Ltd. added	Shares	+55	-$59	$920
11	Ares Financial Consulting, LLC unchanged	Shares	0	-$70	$108
12	Fortitude Family Office, LLC trimmed	Shares	-40	-$369	$6
13	Scarborough Advisors, LLC exited	Shares	-80	-$732	$0
14	GAMMA Investing LLC added	Shares	+58	-$1.2K	$2.8K
15	BFSG, LLC unchanged	Shares	0	-$2.2K	$3.6K
16	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-230	-$7.0K	$8.0K
17	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$16.0K	$26.1K
18	China Universal Asset Management Co., Ltd. trimmed	Shares	-563	-$22.5K	$28.3K
19	Rinkey Investments exited	Shares	-15.2K	-$139.0K	$0
20	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-88.0K	-$1.1M	$401.7K