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 | No change | 2,424,439 | 85,025 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,727,238 | 60,574 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Financial Advisors | History | No change | 1,676,055 | 58,779 | 7.82% | 7.82% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,569,805 | 55,053 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,168,787 | 40,808 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 942,394 | 33,002 | 2.33% | 2.13% | 6 | +72,969 | 8.39% | Q3 2026 | Oct 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 624,788 | 21,911 | 0.52% | 0.52% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 562,823 | 19,738 | 5.65% | 5.65% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 455,384 | 15,970 | 5.19% | 5.19% | 9 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 458,737 | 15,872 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 412,738 | 14,474 | 8.43% | 8.43% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JSF Financial, LLC | History | No change | 409,180 | 14,349 | 2.27% | 2.27% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Management, LLC | History | No change | 405,922 | 14,235 | 8.82% | 8.82% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 373,249 | 13,089 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Navigation Group, LLC | History | No change | 334,968 | 11,747 | 2.29% | 2.29% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meridian Financial Partners LLC | History | No change | 319,202 | 11,069 | 3.77% | 3.77% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Members Advisory Group LLC | History | No change | 311,190 | 10,913 | 3.05% | 3.05% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 308,941 | 10,834 | 0.35% | 0.35% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 308,275 | 10,811 | 7.06% | 7.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 302,354 | 10,603 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 287,189 | 10,057 | 1.97% | 1.22% | 21 | +124,087 | 76.08% | Q3 2026 | Oct 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 274,463 | 9,625 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 250,650 | 8,790 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 211,736 | 7,425 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provident Wealth Management, LLC | History | No change | 174,568 | 6,122 | 1.58% | 1.58% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 169,655 | 5,949 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 166,436 | 5,836 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 161,455 | 5,662 | 0.46% | 0.46% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 143,000 | 5,015 | 0.21% | 0.21% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 145,966 | 4,958 | 0.65% | 0.65% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Coastline Trust Co | History | No change | 135,925 | 4,760 | 0.44% | 0.42% | 31 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Cetera Investment Advisers | History | No change | 131,939 | 4,627 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 129,598 | 4,545 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 113,659 | 3,986 | 1.54% | 1.54% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Benson Investment Management Company, Inc. | History | No change | 101,480 | 3,558 | 18.94% | 18.94% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 100,271 | 3,516 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 96,505 | 3,384 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 94,223 | 3,304 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 87,244 | 3,024 | 0.38% | 0.38% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84,974 | 2,980 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 74,738 | 2,621 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bill Few Associates, Inc. | History | No change | 74,221 | 2,602 | 0.55% | 0.55% | 42 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Payne Capital LLC | History | No change | 73,588 | 2,580 | 2.15% | 2.15% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 74,370 | 2,556 | 1.59% | 1.59% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Embree Financial Group | History | No change | 70,856 | 2,484 | 0.25% | 0.25% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GTS SECURITIES LLC | History | No change | 70,630 | 2,476 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEMBERS WEALTH LLC | History | No change | 62,418 | 2,188 | 1.2% | 1.2% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 61,115 | 2,143 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 48,563 | 1,703 | 1.21% | 1.21% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 45,907 | 1,610 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 41,802 | 1,465 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 42,086 | 1,336 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 37,523 | 1,315 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 37,097 | 1,301 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 30,231 | 1,060 | 0.35% | 0.35% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 29,692 | 1,041 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 28,050 | 983 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 27,351 | 959 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Redwood Financial Network Corp | History | No change | 25,601 | 897 | 0.5% | 0.5% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 20,513 | 719 | 0.45% | 0.45% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,890 | 627 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 16,882 | 592 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KPP Advisory Services LLC | History | No change | 16,811 | 589 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,681 | 585 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 16,434 | 576 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First American Bank | History | No change | 13,217 | 463 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 12,928 | 453 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 12,911 | 452 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunpointe, LLC | History | No change | 11,983 | 420 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 11,500 | 403 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| United Advisor Group, LLC | History | No change | 11,324 | 397 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PlanVest Financial, Inc | History | No change | 9,751 | 341 | 0.23% | 0.23% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,300 | 326 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,123 | 319 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 9,123 | 319 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,426 | 295 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,660 | 268 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 7,641 | 267 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XML Financial, LLC | History | No change | 6,913 | 242 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Core Wealth Partners LLC | History | No change | 6,890 | 241 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,538 | 229 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,756 | 96 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | No change | 1,932 | 67 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 1,325 | 46 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,086 | 38 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 723 | 25 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 700 | 24 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 400 | 14 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 217 | 8 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 144 | 5 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 206 | 5 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 115 | 4 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 67 | 2 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 79 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |