Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Elevation Series Trust (LRNZ)

30 + Investors. Track Smart Money conviction in LRNZ. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
4Q ▲
Buyers last Q
48%

Smart Money Signals — LRNZ

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added LRNZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
30 hedge funds hold LRNZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +58% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+58% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 48% buying

12 buying13 selling
Last quarter: 13 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 4 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 23% medium 27% new
15 out of 30 hedge funds have held LRNZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +63% but shares only +4% — price-driven

Value
+63%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +63%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~8 new funds/quarter

2 → 4 → 4 → 4 → 8 new funds/Q
New funds entering each quarter: 4 → 4 → 4 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 33% newcomers

53% veterans 13% 1-2yr 33% new
Entry-cohort mix of 30 holders: 16 (53%) are 2+ year veterans, 4 entered 1–2 years ago, and 10 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 30 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LRNZ

In 2026 Q2, 12 hedge funds were net buyers of LRNZ (8 opened a new position, 4 added to an existing one), while 13 reduced or exited (10 trimmed, 3 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: LRNZ

How many hedge funds hold LRNZ — quarterly history vs. share price
Quarterly hedge fund ownership of LRNZ vs. share price

Market Analysis: LRNZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LRNZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: LRNZ
30 + Investors

Track Smart Money conviction in LRNZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 25 20.0%
13F Shares 132K 127K 3.61%
Total Value $8M $5M 63.26%
New Positions 8 4 +4
Increased Positions 4 8 -4
Closed Positions 3 3 -
Reduced Positions 10 6 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LRNZ

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Financial Highlights

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Institutional Holders (2026 Q2)

30 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LRNZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LRNZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Authentikos Wealth Advisory, LLC 0.60% 14,669 $947K
2 Mid-American Wealth Advisory Group, Inc. 0.41% 17,587 $1.1M
3 Acorn Wealth Advisors, LLC 0.11% 7,072 $456K
4 Independence Wealth Advisors, LLC 0.10% 3,176 $205K
5 Weaver Consulting Group 0.08% 6,304 $407K
6 Sloy Dahl & Holst, LLC 0.07% 8,175 $528K
7 Continuum Advisory, LLC 0.02% 4,517 $291K
8 Triumph Capital Management 0.02% 2,015 $130K
9 Brookstone Capital Management 0.01% 17,008 $1.1M
10 Carolina Wealth Advisors, LLC 0.01% 237 $15K
11 Tower Research Capital LLC (TRC) 0.00% 3,093 $200K
12 Mosley Wealth Management 0.00% 152 $10K
13 Stratos Wealth Partners, LTD. 0.00% 3,378 $218K
14 Signaturefd, LLC 0.00% 1,980 $128K
15 Capital Investment Advisory Services, LLC 0.00% 376 $24K
16 AE Wealth Management LLC 0.00% 3,112 $201K
17 Cetera Investment Advisers 0.00% 8,295 $535K
18 Bogart Wealth, LLC 0.00% 160 $10K
19 Osaic Holdings, INC. 0.00% 4,222 $273K
20 Brown Advisory Inc 0.00% 3,150 $203K
21 Kingdom Financial Group LLC. 0.00% 14
22 Harbour Investments, INC. 0.00% 200 $13K
23 Parallel Advisors, LLC 0.00% 136 $9K
24 Valley National Advisers Inc 0.00% 13
25 Susquehanna International Group, LLP 0.00% 8,278 $534K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Elevation Series Trust (LRNZ)

What does the Smart Money Trend signal show for LRNZ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added LRNZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LRNZ?

More sellers than buyers — 48% buying: Last quarter: 13 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LRNZ holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 30 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LRNZ?

50% of holders stayed for 2+ years: 15 out of 30 hedge funds have held LRNZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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