Filing Research | LZ - LEGALZOOM COM INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	444.1KSH	$2.7M
2	Mainstream Capital Management LLC	Shares	200.0KSH	$1.2M
3	Avory & Company, LLC	Shares	195.3KSH	$1.2M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	73.5KSH	$532.9K
5	Accurate Wealth Management, LLC	Shares	70.2KSH	$508.7K
6	Louisiana State Employees Retirement System	Shares	48.9KSH	$299.8K
7	Olympiad Research LP	Shares	45.5KSH	$278.6K
8	Police & Firemen's Retirement System of New Jersey	Shares	32.4KSH	$198.7K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	31.1KSH	$190.5K
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.5KSH	$162.2K
11	Merit Financial Group, LLC	Shares	21.7KSH	$133.1K
12	Abel Hall, LLC	Shares	16.4KSH	$100.7K
13	Mirae Asset Global Investments Co., Ltd.	Shares	10.5KSH	$64.6K
14	GAMMA Investing LLC	Shares	6.6KSH	$40.6K
15	IFP Advisors, Inc	Shares	3.4KSH	$20.9K
16	EverSource Wealth Advisors, LLC	Shares	2.4KSH	$14.5K
17	Farther Finance Advisors, LLC	Shares	1.5KSH	$9.3K
18	SBI Securities Co., Ltd.	Shares	891SH	$5.5K
19	True Wealth Design, LLC	Shares	462SH	$2.8K
20	Versant Capital Management, Inc	Shares	237SH	$1.5K
21	SJS Investment Consulting Inc.	Shares	205SH	$1.3K
22	Physician Wealth Advisors, Inc.	Shares	182SH	$1.1K
23	Cedar Mountain Advisors, LLC	Shares	119SH	$729
24	State of Alaska, Department of Revenue	Shares	93.2KSH	$570
25	FARMERS & MERCHANTS INVESTMENTS INC	Shares	50SH	$307
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	36.7KSH	$225
27	JFS WEALTH ADVISORS, LLC	Shares	34SH	$209
28	MassMutual Private Wealth & Trust, FSB	Shares	34SH	$208
29	AMALGAMATED BANK	Shares	30.2KSH	$185
30	GILPIN WEALTH MANAGEMENT, LLC	Shares	26SH	$160
31	Davis Capital Management	Shares	8SH	$49
32	Hughes Financial Services, LLC	Shares	2SH	$12
33	Ulland Investment Advisors, LLC	Shares	250SH	$2

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

39 / 39 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+150.7K	+$1.1M	$2.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+22.8K	+$237.4K	$532.9K
3	Olympiad Research LP added	Shares	+24.9K	+$162.0K	$278.6K
4	Abel Hall, LLC new	Shares	+16.4K	+$100.7K	$100.7K
5	Accurate Wealth Management, LLC trimmed	Shares	-8.4K	+$68.1K	$508.7K
6	Merit Financial Group, LLC added	Shares	+9.1K	+$61.3K	$133.1K
7	IFP Advisors, Inc added	Shares	+2.9K	+$18.2K	$20.9K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$14.9K	$198.7K
9	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-109	+$13.7K	$190.5K
10	Louisiana State Employees Retirement System trimmed	Shares	-2.2K	+$10.0K	$299.8K
11	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$4.8K	$64.6K
12	EverSource Wealth Advisors, LLC added	Shares	+637	+$4.7K	$14.5K
13	Farther Finance Advisors, LLC added	Shares	+380	+$2.8K	$9.3K
14	SJS Investment Consulting Inc. added	Shares	+171	+$1.1K	$1.3K
15	True Wealth Design, LLC added	Shares	+146	+$1.0K	$2.8K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.0K	+$614	$162.2K
17	Cedar Mountain Advisors, LLC added	Shares	+59	+$389	$729
18	JFS WEALTH ADVISORS, LLC new	Shares	+34	+$209	$209
19	SBI Securities Co., Ltd. trimmed	Shares	-51	+$121	$5.5K
20	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$84	$1.1K
21	Davis Capital Management new	Shares	+8	+$49	$49
22	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$23	$307
23	Ulland Investment Advisors, LLC added	Shares	+100	+$1	$2
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.2K	-$1	$225
25	AMALGAMATED BANK trimmed	Shares	-3.3K	-$5	$185
26	Hughes Financial Services, LLC trimmed	Shares	-1	-$5	$12
27	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-7	-$28	$160
28	State of Alaska, Department of Revenue trimmed	Shares	-20.5K	-$73	$570
29	Handelsbanken Fonder AB exited	Shares	-45.6K	-$259	$0
30	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-194	-$1.1K	$208
31	SIGNATUREFD, LLC exited	Shares	-383	-$2.2K	$0
32	Versant Capital Management, Inc trimmed	Shares	-1.5K	-$8.4K	$1.5K
33	GAMMA Investing LLC trimmed	Shares	-3.5K	-$16.9K	$40.6K
34	Mainstream Capital Management LLC trimmed	Shares	-25.0K	-$49.8K	$1.2M
35	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-10.2K	-$57.8K	$0
36	Sequoia Financial Advisors, LLC exited	Shares	-13.7K	-$77.4K	$0
37	Avory & Company, LLC trimmed	Shares	-30.8K	-$84.7K	$1.2M
38	Unique Wealth Strategies, LLC exited	Shares	-81.4K	-$461.4K	$0
39	Y-Intercept (Hong Kong) Ltd exited	Shares	-483.7K	-$2.7M	$0