13F Insight
DOSSIER · 13F Holders · Q2 2026
XLGIX

LAZARD GLOBAL TOTAL RETURN &

46 institutions still hold LAZARD GLOBAL TOTAL RETURN & as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 52106W103·46 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$34M
visible holders
Holders
46
filers reporting
Concentration
24.76%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported XLGIX in Q2 2026. MORGAN STANLEY leads at 24.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$9M462K0.00%Q2 202602
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M215K0.03%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M185K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$3M181K0.00%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$2M126K0.00%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M125K0.00%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$2M116K0.00%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M93K0.00%Q2 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$906K49K0.00%Q2 202610
UBS Group AG
CIK 0001610520
$705K38K0.00%Q2 202611
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$649K35K0.04%Q2 202612
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$617K33K0.02%Q2 202613
BENJAMIN EDWARDS INC
CIK 0001451623
$595K32K0.01%Q2 202614
&PARTNERS
CIK 0000107136
$586K32K0.00%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$583K32K0.00%Q2 202616
Mezzasalma Advisors, LLC
CIK 0001864916
$555K30K0.11%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$452K24K0.00%Q2 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$394K21K0.00%Q2 202619
PMG Family Office LLC
CIK 0002102299
$361K20K0.33%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$294K16K0.00%Q2 2026
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