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Disclosery

IDEQ LAZARD ACTIVE ETF TR

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INTL DYNAMIC EQT (fund)

58 managers (58 13F filers) reported a position in IDEQ shares at 2026-03-31, 8,535,669 shares in all. 40 filers opened a position and 3 filers sold out during the quarter.

Managers
58
13F filers
58
New
40
Added
14
Reduced
3
Sold out
3
Shares held by filers
8,535,669

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,700,889$54M0.01%+1,124,94213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,511,229$48M0.01%+86,35813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC663,484$21.1M0.01%new13F-HRTimelineGroup
Pinnacle Wealth Management, LLC452,901$14.4M9.69%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.431,011$13.7M4.71%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP297,821$9.17M<0.01%+122,43213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC271,089$8.61M0.01%+249,67313F-HRTimeline
Meridian Financial Partners LLC245,657$7.87M2.99%new13F-HRTimeline
Prosperity Bancshares Inc237,490$7.54M6.04%+92,53013F-HRTimeline
Independent Advisor Alliance227,170$7.21M0.08%new13F-HRTimeline
Western Wealth Management, LLC200,469$6.36M0.24%new13F-HR/ATimeline
Members Advisory Group LLC174,319$5.53M1.9%new13F-HRTimeline
Provident Wealth Management, LLC156,238$4.96M1.5%+16,59113F-HRTimeline
Sigma Planning Corp147,508$4.68M0.13%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP141,380$4.49M0.01%+34,42313F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC132,974$4.22M0.62%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,883$4.03M<0.01%+24,73713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC115,823$3.68M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers106,344$3.38M<0.01%new13F-HRTimeline
Endowment Wealth Management, Inc.105,631$3.35M1.48%+2,55913F-HRTimeline
FLOW TRADERS U.S. LLC102,739$3.26M0.1%new13F-HRTimeline
Cornerstone Planning Group LLC83,902$2.87M0.38%new13F-HRTimeline
D.A. DAVIDSON & CO.85,975$2.73M0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC75,731$2.58M1.66%new13F-HRTimeline
Payne Capital LLC73,561$2.34M2.14%-5,12113F-HRTimeline
Coastline Trust Co71,000$2.25M0.22%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MEMBERS WEALTH LLC64,068$2.18M1.3%+48,23813F-HRTimeline
Bill Few Associates, Inc.66,334$2.11M0.51%+55,42713F-HRTimeline
Dynamic Advisor Solutions LLC50,990$1.62M0.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…47,293$1.5M0.01%+15,93513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,551$1.41M<0.01%new13F-HRTimelineGroup
World Investment Advisors42,086$1.34M0.02%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC31,504$1M0.24%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,325$963K<0.01%-13,73213F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,987$825K<0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC21,342$678K0.08%-13,73013F-HRTimeline
Embree Financial Group21,010$667K0.08%new13F-HRTimeline
Swisher Financial Concepts, Inc.20,050$637K0.36%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,257$611K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,475$555K<0.01%new13F-HRTimelineGroup
FIRST AMERICAN BANK11,893$378K0.02%new13F-HRTimeline
Redwood Financial Network Corp11,832$376K0.25%new13F-HRTimeline
United Advisor Group, LLC8,479$269K0.03%new13F-HRTimeline
Sunpointe, LLC8,458$269K0.09%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,266$262K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,166$259K0.01%new13F-HRTimelineGroup
PlanVest Financial, Inc8,081$257K0.2%13F-HRTimeline
HRT FINANCIAL LP7,519$238K<0.01%new13F-HRTimeline
Wedmont Private Capital6,905$233K0.01%new13F-HRTimeline
NewEdge Advisors, LLC5,850$186K<0.01%+45313F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,444$141K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA2,804$89K0.01%+1,50013F-HRTimeline
JNBA Financial Advisors775$24.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC200$6.35K<0.01%new13F-HRTimelineGroup
Longview Financial Advisors, Inc.167$5.31K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.144$4.57K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC120$3.81K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.76$2.43K<0.01%new13F-HRTimeline