# LAZARD ACTIVE ETF TR (SYZ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SYZ/

- Reporting holders: 9
- Reported value: $20.0M
- 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 |
|---|---|---|---|---|
| [EdgeRock Capital LLC](https://holderbook.com/funds/1908378-edgerock-capital-llc/) | $16.8M | 542,677 | 3.8% | 4 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $975.4K | 31,534 | 0.0% | 1 |
| [Sonoma Allocations LLC](https://holderbook.com/funds/2084965-sonoma-allocations-llc/) | $967.2K | 31,289 | 0.3% | 2 |
| [Cerity Partners LLC](https://holderbook.com/funds/1566475-cerity-partners-llc/) | $546.3K | 17,664 | 0.0% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $443.5K | 14,340 | 0.0% | 3 |
| [MAI Capital Management](https://holderbook.com/funds/1040197-mai-capital-management/) | $235.3K | 7,607 | 0.0% | 1 |
| [PlanVest Financial, Inc](https://holderbook.com/funds/2135239-planvest-financial-inc/) | $30.2K | 975 | 0.0% | 1 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $7.8K | 252 | 0.0% | 4 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $927 | 30 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $20.0M |
| Q1 2026 | 7 | $15.4M |
| Q4 2025 | 7 | $15.6M |
| Q3 2025 | 6 | $16.7M |