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 | 526,021 | 13,728 | 3.71% | 3.45% | 1 | +13,153 | 2.56% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 20,892 | 545 | 0.0% | 0.0% | 2 | -14 | -0.07% | Q1 2026 | May 15, 2026 |
| Sonoma Allocations LLC | History | New | 18,147 | 479 | 0.17% | — | 3 | +18,147 | New | Q1 2026 | May 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,450 | 377 | 0.0% | — | 4 | +14,450 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,038 | 288 | 0.0% | 0.0% | 5 | -806 | -6.81% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | No change | 252 | 6 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.17% | — | -68,827 | -100.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30 | 0 | — | 0.0% | — | -315 | -91.3% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q1 2026 | May 05, 2026 |