13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
IDEQ

LAZARD INTL DYN

54 institutions still hold LAZARD INTL DYN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 52110K400·54 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.4%
vs prior quarter
13F value held
$235M
64.0% inst. owned
of float
Holders
54
+45 QoQ
filers reporting
Activity
+101 / −105
+855 added · −941 reduced
this quarter
Concentration
22.95%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported IDEQ in Q1 2026. LPL Financial LLC leads at 23.0% of the visible book. +45 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$54M1.7M0.01%Q1 202602
Bank of New York Mellon Corp
CIK 0001390777
$48M1.5M0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M663K0.01%Q1 202604
Pinnacle Wealth Management, LLC
CIK 0001911464
$14M453K9.69%Q1 202605
DENVER WEALTH MANAGEMENT, INC.
CIK 0001909800
$14M431K4.71%Q1 202606
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$9M298K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M271K0.01%Q1 202608
Meridian Financial Partners LLC
CIK 0001763722
$8M246K2.99%Q1 202609
PROSPERITY BANCSHARES INC
CIK 0001068851
$8M237K6.04%Q1 202610
Independent Advisor Alliance
CIK 0001696899
$7M227K0.08%Q1 202611
Western Wealth Management, LLC
CIK 0001767902
$6M200K0.23%Q1 202612
Members Advisory Group LLC
CIK 0001908587
$6M174K1.90%Q1 202613
Provident Wealth Management, LLC
CIK 0001799797
$5M156K1.50%Q1 202614
Sigma Planning Corp
CIK 0001449126
$5M148K0.13%Q1 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$4M141K0.01%Q1 202616
SENTINEL PENSION ADVISORS, LLC
CIK 0001802290
$4M133K0.62%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M127K0.00%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$3M106K0.00%Q1 202619
Endowment Wealth Management, Inc.
CIK 0001904477
$3M106K1.48%Q1 202620
D.A. DAVIDSON & CO.
CIK 0001080107
$3M86K0.02%Q1 2026
Page 1 of 3
34 more holders available. Log in →