10 institutions reported holding $19.3M of LAZARD ACTIVE ETF TR (SYZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: EdgeRock Capital LLC ($16.8M), Sonoma Allocations LLC ($967,151), Cerity Partners LLC ($546,346), Integrated Wealth Concepts LLC ($487,693), MAI Capital Management ($235,304). Source: SEC Form 13F.
| 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 | $487,693 | 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