Lazard US Sytem SM Cap ETFSYZETF
13F holders, Q1 2026 (March 31)7holders
2new positions
2sold out
1famous investor
$26.11avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Lazard US Sytem SM Cap ETF (SYZ) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were EdgeRock Capital LLC ($13.7M), Cerity Partners LLC ($545K) and Sonoma Allocations LLC ($479K). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $857K |
| Exits | 2 | $1.7M |
All 13F filers, Q4 2025 → Q1 2026: 45,750 shares bought and 70,151 shares sold, net −24,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| EdgeRock Capital LLC | 3.72% | Add +2.6% | 526,021 | $13.7M |
| Cerity Partners LLC | 0.00% | Reduce -0.1% | 20,892 | $545K |
| Sonoma Allocations LLC | 0.17% | New | 18,147 | $479K |
| Susquehanna International Group, LLP | 0.00% | New | 14,450 | $377K |
| Citadel Advisors | 0.00% | Reduce -6.8% | 11,038 | $288K |
| FMR LLC | 0.00% | No change | 252 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.3% | 30 | $783 |
"% 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.