Lazard Active ETF Trust - SYZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EdgeRock Capital LLC | History | Added to | 512,868 | 12,967 | 3.45% | 3.41% | 1 | +23,440 | 4.79% | Q4 2025 | Jan 14, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 68,827 | 1,740 | 0.17% | 0.25% | 2 | -30,811 | -30.92% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 20,906 | 528 | 0.0% | 0.0% | 3 | -5,514 | -20.87% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,844 | 299 | 0.0% | — | 4 | +11,844 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 345 | 8 | 0.0% | — | 5 | +345 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 252 | 6 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 189 | 4 | 0.0% | 0.0% | 7 | -26 | -12.09% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |