Lazard Active ETF Trust - IDEQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,700,889 | 54,003 | 0.01% | 0.0% | 1 | +1,124,942 | 195.32% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,511,229 | 47,981 | 0.01% | 0.01% | 2 | +86,358 | 6.06% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 663,484 | 21,065 | 0.01% | — | 3 | +663,484 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management, LLC | History | New | 452,901 | 14,379 | 9.69% | — | 4 | +452,901 | New | Q1 2026 | Apr 21, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 431,011 | 13,684 | 4.71% | — | 5 | +431,011 | New | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 297,821 | 9,172 | 0.0% | 0.0% | 6 | +122,432 | 69.81% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 271,089 | 8,607 | 0.01% | 0.0% | 7 | +249,673 | 1165.82% | Q1 2026 | Apr 27, 2026 |
| Meridian Financial Partners LLC | History | New | 245,657 | 7,868 | 2.99% | — | 8 | +245,657 | New | Q1 2026 | Apr 15, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 237,490 | 7,540 | 6.04% | 3.97% | 9 | +92,530 | 63.83% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 227,170 | 7,212 | 0.08% | — | 10 | +227,170 | New | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | New | 200,469 | 6,364 | 0.23% | — | 11 | +200,469 | New | Q1 2026 | May 19, 2026 |
| Members Advisory Group LLC | History | New | 174,319 | 5,534 | 1.9% | — | 12 | +174,319 | New | Q1 2026 | May 05, 2026 |
| Provident Wealth Management, LLC | History | Added to | 156,238 | 4,960 | 1.5% | 1.26% | 13 | +16,591 | 11.88% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | New | 147,508 | 4,683 | 0.13% | — | 14 | +147,508 | New | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 141,380 | 4,488 | 0.01% | 0.0% | 15 | +34,423 | 32.18% | Q1 2026 | Apr 27, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 132,974 | 4,221 | 0.62% | — | 16 | +132,974 | New | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 126,883 | 4,028 | 0.0% | 0.0% | 17 | +24,737 | 24.22% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 115,823 | 3,677 | 0.0% | — | 18 | +115,823 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | New | 106,344 | 3,376 | 0.0% | — | 19 | +106,344 | New | Q1 2026 | May 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 105,631 | 3,353 | 1.48% | 1.44% | 20 | +2,559 | 2.48% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 102,739 | 3,262 | 0.1% | — | 21 | +102,739 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 83,902 | 2,874 | 0.38% | — | 22 | +83,902 | New | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | New | 85,975 | 2,729 | 0.02% | — | 23 | +85,975 | New | Q1 2026 | May 05, 2026 |
| Future Financial Wealth Managment LLC | History | New | 75,731 | 2,578 | 1.66% | — | 24 | +75,731 | New | Q1 2026 | Apr 16, 2026 |
| Payne Capital LLC | History | Reduced | 73,561 | 2,335 | 2.14% | 2.43% | 25 | -5,121 | -6.51% | Q1 2026 | Apr 20, 2026 |
| Coastline Trust Co | History | New | 71,000 | 2,254 | 0.22% | — | 26 | +71,000 | New | Q1 2026 | Apr 03, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 64,068 | 2,180 | 1.3% | 0.32% | 27 | +48,238 | 304.73% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | Added to | 66,334 | 2,106 | 0.5% | 0.08% | 28 | +55,427 | 508.18% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 50,990 | 1,618 | 0.05% | — | 29 | +50,990 | New | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 47,293 | 1,501 | 0.01% | 0.01% | 30 | +15,935 | 50.82% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 44,551 | 1,414 | 0.0% | — | 31 | +44,551 | New | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | New | 42,086 | 1,336 | 0.02% | — | 32 | +42,086 | New | Q1 2026 | Apr 27, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 31,504 | 1,000 | 0.24% | — | 33 | +31,504 | New | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,325 | 962 | 0.0% | 0.0% | 34 | -13,732 | -31.17% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 25,987 | 825 | 0.0% | — | 35 | +25,987 | New | Q1 2026 | Apr 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 21,342 | 677 | 0.08% | 0.13% | 36 | -13,730 | -39.15% | Q1 2026 | Apr 27, 2026 |
| Embree Financial Group | History | New | 21,010 | 667 | 0.08% | — | 37 | +21,010 | New | Q1 2026 | Apr 23, 2026 |
| Swisher Financial Concepts, Inc. | History | New | 20,050 | 636 | 0.36% | — | 38 | +20,050 | New | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | New | 19,257 | 611 | 0.0% | — | 39 | +19,257 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,475 | 554 | 0.0% | — | 40 | +17,475 | New | Q1 2026 | May 15, 2026 |
| First American Bank | History | New | 11,893 | 377 | 0.02% | — | 41 | +11,893 | New | Q1 2026 | Apr 20, 2026 |
| Redwood Financial Network Corp | History | New | 11,832 | 375 | 0.25% | — | 42 | +11,832 | New | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | New | 8,479 | 269 | 0.03% | — | 43 | +8,479 | New | Q1 2026 | Apr 17, 2026 |
| Sunpointe, LLC | History | New | 8,458 | 268 | 0.09% | — | 44 | +8,458 | New | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 8,266 | 262 | 0.01% | — | 45 | +8,266 | New | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | New | 8,166 | 259 | 0.01% | — | 46 | +8,166 | New | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 8,081 | 256 | 0.19% | — | 47 | +8,081 | New | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 7,519 | 238 | 0.0% | — | 48 | +7,519 | New | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | New | 6,905 | 232 | 0.01% | — | 49 | +6,905 | New | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 4,444 | 141 | 0.0% | — | 50 | +4,444 | New | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,804 | 89 | 0.01% | 0.0% | 51 | +1,500 | 115.03% | Q1 2026 | Apr 30, 2026 |
| JNBA Financial Advisors | History | New | 775 | 24 | 0.0% | — | 52 | +775 | New | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | New | 200 | 6 | 0.0% | — | 53 | +200 | New | Q1 2026 | May 14, 2026 |
| Longview Financial Advisors, Inc. | History | New | 167 | 5 | 0.0% | — | 54 | +167 | New | Q1 2026 | Apr 20, 2026 |
| Hartford Financial Management Inc. | History | New | 144 | 4 | 0.0% | — | 55 | +144 | New | Q1 2026 | Apr 15, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 120 | 3 | 0.0% | — | 56 | +120 | New | Q1 2026 | Apr 24, 2026 |
| Harbor Asset Planning, Inc. | History | New | 76 | 2 | 0.0% | — | 57 | +76 | New | Q1 2026 | Apr 22, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.27% | — | -22,822 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,397 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q1 2026 | May 14, 2026 |