LAZARD ACTIVE ETF TR (EMKT)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
26
Reporting holders
$112.7M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $81.9M | 2,541,199 | 0.00% | 3q | +4.0%+$3.1M |
| RAYMOND JAMES FINANCIAL INC | $7.0M | 216,480 | 0.00% | 3q | +2.0%+$133.7K |
| CAPTRUST FINANCIAL ADVISORS | $5.0M | 154,094 | 0.01% | 3q | -2.7%-$136.8K |
| Waverly Advisors, LLC | $3.8M | 117,889 | 0.02% | 3q | -0.5%-$20.4K |
| STIFEL FINANCIAL CORP | $2.6M | 81,374 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 70,731 | 0.00% | 3q | -26.7%-$831.8K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $2.0M | 62,737 | 0.11% | new | NEW |
| Aptus Capital Advisors, LLC | $2.0M | 62,737 | 0.01% | new | NEW |
| ASSETMARK, INC | $2.0M | 61,143 | 0.00% | 3q | HELD |
| JANE STREET GROUP, LLC | $1.1M | 32,751 | 0.00% | new | NEW |
| LPL Financial LLC | $824.9K | 25,609 | 0.00% | 3q | -34.3%-$431.5K |
| OLD MISSION CAPITAL LLC | $709.1K | 22,015 | 0.01% | 2q | -51.7%-$760.4K |
| CITADEL ADVISORS LLC | $652.7K | 20,263 | 0.00% | 3q | -65.8%-$1.3M |
| FIFTH THIRD BANCORP | $273.4K | 8,488 | 0.00% | 2q | -11.7%-$36.2K |
| WealthPlan Investment Management, LLC | $215.3K | 6,685 | 0.01% | 3q | -21.6%-$59.2K |
| Rockefeller Capital Management L.P. | $205.6K | 6,382 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $98.9K | 3,071 | 0.00% | 3q | +45.9%+$31.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $55.1K | 1,710 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $52.6K | 1,632 | 0.02% | 3q | HELD |
| FMR LLC | $41.2K | 1,279 | 0.00% | 3q | +85.6%+$19.0K |
| EASTERN BANK | $23.6K | 733 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $14.6K | 452 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $8.1K | 253 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $6.1K | 190 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $3.9K | 123 | 0.00% | 2q | +0.8% |
| Lavaca Capital LLC | $3.1K | 97 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | $112.7M | 3,500,117 | 6 | 5 | 8 | 0.0% |
| Q1 2026 | 22 | $84.3M | 3,268,085 | 5 | 6 | 3 | 0.0% |
| Q4 2025 | 20 | $66.1M | 2,634,372 | 20 | 0 | 0 | 0.0% |