# LAZARD ACTIVE ETF TR (IDEQ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IDEQ/

- Reporting holders: 5
- Reported value: $51.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $33.0M | 942,394 | 2.3% | 2 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $10.1M | 287,189 | 2.0% | 3 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $4.8M | 135,925 | 0.4% | 3 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $3.0M | 84,557 | 0.6% | 4 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.0M | 29,026 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $51.8M |
| Q2 2026 | 94 | $686.7M |
| Q1 2026 | 57 | $271.2M |
| Q4 2025 | 20 | $92.3M |
| Q3 2025 | 14 | $35.3M |
| Q2 2025 | 4 | $28.8M |