SYZ — Lazard Active ETF Tr Institutional Holders · Q2 2026
Who owns Lazard Active ETF Tr (SYZ)? 10 institutions reported holding $19.28M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: EdgeRock Capital LLC ($16.8M), Sonoma Allocations LLC ($967,151), Cerity Partners LLC ($546,346).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EdgeRock Capital LLC | $16.8M | 542,677 | Added |
| 2 | Sonoma Allocations LLC | $967,151 | 31,289 | Added |
| 3 | Cerity Partners LLC | $546,346 | 17,664 | Trimmed |
| 4 | Integrated Wealth Concepts LLC | $487,692 | 15,767 | New |
| 5 | MAI Capital Management | $235,304 | 7,607 | New |
| 6 | CITADEL ADVISORS LLC | $221,770 | 7,170 | Trimmed |
| 7 | PlanVest Financial, Inc | $30,157 | 975 | New |
| 8 | FMR LLC | $7,794 | 252 | Hold |
| 9 | OSAIC HOLDINGS, INC. | $927 | 30 | Hold |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30