13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SYZ

LAZARD ACTIVE ETF TR

7 institutions still hold LAZARD ACTIVE ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 52110k707·7 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.5%
vs prior quarter
13F value held
$15M
45.0% inst. owned
of float
Holders
7
+5 QoQ
filers reporting
Activity
+20 / −60
+877 added · −676 reduced
this quarter
Concentration
88.93%
EdgeRock Capital LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported SYZ in Q1 2026. EdgeRock Capital LLC leads at 88.9% of the visible book. +5 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
EdgeRock Capital LLC
CIK 0001908378
$14M526K3.72%Q1 202602
Cerity Partners LLC
CIK 0001566475
$545,25521K0.00%Q1 202603
Sonoma Allocations LLC
CIK 0002084965
$479,44418K0.17%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$377,13514K0.00%Q1 202605
CITADEL ADVISORS LLC
CIK 0001423053
$299,49312K0.00%Q4 202506
FMR LLC
CIK 0000315066
$6,5772520.00%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$783300.00%Q1 2026