DOSSIER · 13F Holders · Q2 2026
SYZ

LAZARD ACTIVE ETF TR

9 institutions still hold LAZARD ACTIVE ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 52110K707·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$19M
visible holders
Holders
9
filers reporting
Concentration
87.05%
EdgeRock Capital LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported SYZ in Q2 2026. EdgeRock Capital LLC leads at 87.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
EdgeRock Capital LLC
CIK 0001908378
$17M543K3.80%Q2 2026
02
Sonoma Allocations LLC
CIK 0002084965
$967K31K0.30%Q2 2026
03
Cerity Partners LLC
CIK 0001566475
$546K18K0.00%Q2 2026
04
Integrated Wealth Concepts LLC
CIK 0001737109
$488K16K0.00%Q2 2026
05
MAI Capital Management
CIK 0001040197
$235K8K0.00%Q2 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$222K7K0.00%Q2 2026
07
PlanVest Financial, Inc
CIK 0002135239
$30K9750.02%Q2 2026
08
FMR LLC
CIK 0000315066
$8K2520.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$927300.00%Q2 2026