As of the latest SEC filings, LeonaBio, Inc. (LONA) is held by 11 institutional funds. The largest fund shareholder is Simplify Propel Opportunities ETF (SURI), holding an estimated $1,534,588.12 in market value, representing 2.21% of its portfolio.
Funds holding LeonaBio, Inc. (LONA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LONA
- CIK:
- 0001620463
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SURI
Simplify Propel Opportunities ETF
|
ETF | Independent / Boutique | 2.21% | $1,534,588.12 | 149,279 | Mar 31, 2026 | May 27, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,079,081.32 | 104,969 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $849,796.20 | 82,665 | Mar 31, 2026 | May 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $73,255.28 | 7,126 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $34,343.40 | 3,774 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $26,798.80 | 4,760 | Feb 28, 2026 | Apr 24, 2026 |
|
DCOR
Dimensional US Core Equity 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $23,787.40 | 2,614 | Apr 30, 2026 | Jun 29, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $22,137.16 | 3,932 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $3,710.17 | 659 | Feb 28, 2026 | Apr 24, 2026 |
|
GUG
Guggenheim Active Allocation Fund
|
CEF | Guggenheim | 0.00% | $106.97 | 19 | Feb 27, 2026 | Apr 29, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | -$1,439.20 | -140 | Mar 31, 2026 | May 27, 2026 |
Advertisement (320x50)