Lazard US Sytem SM Cap ETFSYZETF
13F holders, Q3 2025 (September 30)6holders
$25.02avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Lazard US Sytem SM Cap ETF (SYZ) in their 13F filings. The largest holders were EdgeRock Capital LLC ($12.2M), TRUE Private Wealth Advisors ($2.5M) and Morgan Stanley ($1.3M).
- Company
- Lazard US Sytem SM Cap ETF
- CUSIP
- 52110K707
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $16.7M |
| Exits | 0 | $0 |
Ownership 6 holders
| EdgeRock Capital LLC | 3.41% | New | 489,428 | $12.2M |
| TRUE Private Wealth Advisors | 0.25% | New | 99,638 | $2.5M |
| Morgan Stanley | 0.00% | New | 50,000 | $1.3M |
| Cerity Partners LLC | 0.00% | New | 26,420 | $661K |
| FMR LLC | 0.00% | New | 252 | $6K |
| UBS Group AG | 0.00% | New | 215 | $5K |
"% 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.