Lazard US Sytem SM Cap ETFSYZETF
13F holders, Q4 2025 (December 31)7holders +1
2new positions
1sold out
1famous investor
$25.28avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Lazard US Sytem SM Cap ETF (SYZ) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were EdgeRock Capital LLC ($13.0M), TRUE Private Wealth Advisors ($1.7M) and Cerity Partners LLC ($529K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $308K |
| Exits | 1 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 35,629 shares bought and 86,351 shares sold, net −50,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| EdgeRock Capital LLC | 3.45% | Add +4.8% | 512,868 | $13.0M |
| TRUE Private Wealth Advisors | 0.17% | Reduce -30.9% | 68,827 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -20.9% | 20,906 | $529K |
| Citadel Advisors | 0.00% | New | 11,844 | $299K |
| Osaic Holdings, Inc. | 0.00% | New | 345 | $9K |
| FMR LLC | 0.00% | No change | 252 | $6K |
| UBS Group AG | 0.00% | Reduce -12.1% | 189 | $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.