Lazard Active ETF Tr (SYZ) institutional ownership
LAZARD ACTIVE ETF TR · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 623,431 |
| Reported value | $19.3m |
| Quarter flows | 3 new, 2 added, 2 trimmed, 1 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| EdgeRock Capital LLC | 542,677 | $16.8m | 3.8% |
| Sonoma Allocations LLC | 31,289 | $967,151 | 0.3% |
| Cerity Partners LLC | 17,664 | $546,346 | 0.0% |
| Integrated Wealth Concepts LLC | 15,767 | $487,693 | 0.0% |
| MAI Capital Management | 7,607 | $235,304 | 0.0% |
| CITADEL ADVISORS LLC | 7,170 | $221,770 | 0.0% |
| PlanVest Financial, Inc | 975 | $30,157 | 0.0% |
| FMR LLC | 252 | $7,794 | 0.0% |
| OSAIC HOLDINGS, INC. | 30 | $927 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SYZ"). SYZ price history · All 13F data