LAZARD ACTIVE ETF TR - GLIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NICOLET BANKSHARES INC | History | No change | 174,260 | 4,836 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIP Wealth, LLC | History | No change | 50,169 | 1,389 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 29,577 | 819 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,095 | 362 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherman Wealth Management LLC | History | Added to | 8,544 | 215 | 0.15% | 0.17% | 5 | +144 | 1.71% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 578 | 16 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |