Lazard US Sytem SM Cap ETFSYZETF
13F holders, Q2 2026 (June 30)9holders +2
3new positions
1sold out
1famous investor
$30.93avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Lazard US Sytem SM Cap ETF (SYZ) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 1 sold out. The largest holders were EdgeRock Capital LLC ($16.8M), Sonoma Allocations LLC ($967K) and Cerity Partners LLC ($546K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lazard US Sytem SM Cap ETF
- CUSIP
- 52110K707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $753K |
| Exits | 1 | $377K |
All 13F filers, Q1 2026 → Q2 2026: 54,147 shares bought and 21,546 shares sold, net +32,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| EdgeRock Capital LLC | 3.80% | Add +3.2% | 542,677 | $16.8M |
| Sonoma Allocations LLC | 0.30% | Add +72.4% | 31,289 | $967K |
| Cerity Partners LLC | 0.00% | Reduce -15.4% | 17,664 | $546K |
| Integrated Wealth Concepts LLC | 0.00% | New | 15,767 | $488K |
| MAI Capital Management | 0.00% | New | 7,607 | $235K |
| Citadel Advisors | 0.00% | Reduce -35.0% | 7,170 | $222K |
| PlanVest Financial, Inc | 0.02% | New | 975 | $30K |
| FMR LLC | 0.00% | No change | 252 | $8K |
| Osaic Holdings, Inc. | 0.00% | No change | 30 | $927 |
"% of holder's portfolio" is SYZ's weight in each manager's 13F, not the share of Lazard US Sytem SM Cap ETF the manager owns.