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 | 542,677 | 16,785 | 3.8% | 3.71% | 1 | +16,656 | 3.17% | Q2 2026 | Jul 24, 2026 |
| Sonoma Allocations LLC | History | Added to | 31,289 | 967 | 0.3% | 0.17% | 2 | +13,142 | 72.42% | Q2 2026 | Jul 08, 2026 |
| Cerity Partners LLC | History | Reduced | 17,664 | 546 | 0.0% | 0.0% | 3 | -3,228 | -15.45% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,767 | 487 | 0.0% | — | 4 | +15,767 | New | Q2 2026 | Sep 08, 2026 |
| MAI Capital Management | History | New | 7,607 | 235 | 0.0% | — | 5 | +7,607 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,170 | 221 | 0.0% | 0.0% | 6 | -3,868 | -35.04% | Q2 2026 | Sep 02, 2026 |
| PlanVest Financial, Inc | History | New | 975 | 30 | 0.02% | — | 7 | +975 | New | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 252 | 7 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,450 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |