LEGALZOOM.COM, INC. (LZ) — Institutional Holders, Q2 2026 (page 3)
244 institutional investment managers reported a LZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 244. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LZ 13F holders ranked 201–244 of 244
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | ROTHSCHILD INVESTMENT#201 · 1,687 sh | 1,687 | $10.3K | <0.01% | +133.3% |
| 202 | BNP Paribas Asset Management Holding S.A.#202 · 1,606 sh | 1,606 | $9.8K | 0.00% | -2.1% |
| 203 | Farther Finance Advisors#203 · 1,510 sh | 1,510 | $9.3K | — | +33.6% |
| 204 | Salomon & Ludwin#204 · 1,171 sh | 1,171 | $7.7K | <0.01% | New |
| 205 | Nykredit A/S#205 · 1,065 sh | 1,065 | $6.5K | 0.00% | — |
| 206 | JONES FINANCIAL COMPANIES LLLP#206 · 1,020 sh | 1,020 | $6.2K | 0.00% | -72.9% |
| 207 | SBI Securities , Ltd.#207 · 891 sh | 891 | $5.5K | — | -5.4% |
| 208 | UMB Bank, n.a.#208 · 764 sh | 764 | $4.7K | <0.01% | -53.8% |
| 209 | Caitong International Asset Management , Ltd#209 · 758 sh | 758 | $4.6K | <0.01% | +84.0% |
| 210 | Smartleaf Asset Management#210 · 704 sh | 704 | $4.3K | <0.01% | 0.0% |
| 211 | Pinnacle Wealth Planning Services#211 · 680 sh | 680 | $4.2K | <0.01% | -86.9% |
| 212 | Optiver Holding B.V.#212 · 676 sh | 676 | $4.1K | 0.00% | +37.7% |
| 213 | Aster Capital Management (DIFC) Ltd#213 · 648 sh | 648 | $4.0K | <0.01% | New |
| 214 | Essential Partners#214 · 550 sh | 550 | $3.4K | — | -61.6% |
| 215 | True Wealth Design#215 · 462 sh | 462 | $2.8K | — | +46.2% |
| 216 | Sterling Capital Management#216 · 423 sh | 423 | $2.6K | — | -47.6% |
| 217 | Rockefeller Capital Management L.P.#217 · 418 sh | 418 | $2.6K | 0.00% | -72.9% |
| 218 | Ameritas Advisory Services#218 · 333 sh | 333 | $2.0K | 0.00% | New |
| 219 | Ulland Investment Advisors#219 · 250 sh | 250 | $2.0K | — | +66.7% |
| 220 | Larson Financial Group#220 · 318 sh | 318 | $1.9K | <0.01% | -84.8% |
| 221 | Versant Capital Management#221 · 237 sh | 237 | $1.5K | — | -86.3% |
| 222 | SJS Investment Consulting#222 · 205 sh | 205 | $1.3K | — | +502.9% |
| 223 | Physician Wealth Advisors#223 · 182 sh | 182 | $1.1K | — | 0.0% |
| 224 | Basecamp Wealth Advisors#224 · 124 sh | 124 | $760.00 | <0.01% | -42.3% |
| 225 | Cedar Mountain Advisors#225 · 119 sh | 119 | $729.00 | — | +98.3% |
| 226 | Steward Partners Investment Advisory#226 · 100 sh | 100 | $613.00 | 0.00% | New |
| 227 | Parkside Financial Bank#227 · 88 sh | 88 | $540.00 | — | -98.7% |
| 228 | Rialto Wealth Management#228 · 85 sh | 85 | $522.00 | <0.01% | New |
| 229 | WHITTIER#229 · 47 sh | 47 | $331.00 | 0.00% | 0.0% |
| 230 | FARMERS & MERCHANTS INVESTMENTS#230 · 50 sh | 50 | $307.00 | — | 0.0% |
| 231 | Ankerstar Wealth#231 · 44 sh | 44 | $270.00 | <0.01% | New |
| 232 | Quarry#232 · 43 sh | 43 | $264.00 | 0.00% | New |
| 233 | US BANCORP \DE\#233 · 35 sh | 35 | $215.00 | 0.00% | -89.8% |
| 234 | JFS WEALTH ADVISORS#234 · 34 sh | 34 | $209.00 | 0.00% | New |
| 235 | MassMutual Private Wealth & , FSB#235 · 34 sh | 34 | $208.00 | — | -85.1% |
| 236 | Global Retirement Partners#236 · 34 sh | 34 | $208.00 | 0.00% | — |
| 237 | GILPIN WEALTH MANAGEMENT#237 · 26 sh | 26 | $160.00 | — | -21.2% |
| 238 | Plante Moran Financial Advisors#238 · 22 sh | 22 | $135.00 | 0.00% | New |
| 239 | JPL Wealth Management#239 · 19 sh | 19 | $117.00 | 0.00% | New |
| 240 | Davis Capital Management#240 · 8 sh | 8 | $49.00 | — | New |
| 241 | Silver Grove Financial Group#241 · 6 sh | 6 | $37.00 | 0.00% | New |
| 242 | Hughes Financial Services#242 · 2 sh | 2 | $12.00 | 0.00% | -33.3% |
| 243 | Evolution Advisers#243 · 21 sh | 21 | $0.00 | 0.00% | New |
| 244 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#244 · 105,814 sh | 105,814 | — | — | -3.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.