LAZARD INTL DYN
63 institutions still hold LAZARD INTL DYN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Six of Lazard International Dynamic's (IDEQ) 11 institutional holders are brand-new this quarter — together accounting for roughly 75% of the fund's $72.1 million in total reported value as of Q2 2026. Tompkins Financial Corp is the largest holder by a wide margin at $30.5 million (42.3% of the total), a fresh position with no prior-quarter equivalent. Alliance Wealth Advisors follows at $16.0 million (22.1%), also new. Among the pre-existing holders, Members Advisory Group made the largest real addition, increasing its stake 78.5% (a genuine $4.8 million addition) to become the third-largest holder overall. Bill Few Associates added a further 11.9% ($276,595). Only one holder, Members Wealth LLC, reduced its position, and only modestly (-2.6%, -$57,865) — essentially the entire institutional base either arrived fresh or added to existing positions this quarter.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.