LAZARD ACTIVE ETF TR (SYZ)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
9
Reporting holders
$19.3M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| EdgeRock Capital LLC | $16.8M | 542,677 | 3.80% | 4q | +3.2%+$515.2K |
| Sonoma Allocations LLC | $967.2K | 31,289 | 0.30% | 2q | +72.4%+$406.2K |
| Cerity Partners LLC | $546.3K | 17,664 | 0.00% | 4q | -15.5%-$99.8K |
| Integrated Wealth Concepts LLC | $487.7K | 15,767 | 0.00% | new | NEW |
| MAI Capital Management | $235.3K | 7,607 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $221.8K | 7,170 | 0.00% | 3q | -35.0%-$119.6K |
| PlanVest Financial, Inc | $30.2K | 975 | 0.02% | new | NEW |
| FMR LLC | $7.8K | 252 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $927 | 30 | 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 | 9 | $19.3M | 623,431 | 3 | 2 | 2 | 0.0% |
| Q1 2026 | 7 | $15.4M | 590,830 | 2 | 1 | 2 | 0.0% |
| Q4 2025 | 7 | $15.6M | 615,231 | 2 | 1 | 3 | 0.0% |
| Q3 2025 | 6 | $16.7M | 665,953 | 6 | 0 | 0 | 0.0% |