IDEQ LAZARD ACTIVE ETF TR
FollowINTL DYNAMIC EQT (fund)
Filings received so far for Q3 2026: 5 13F filers report a position in IDEQ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP | 942,394 | $33M | 2.33% | +72,969 | 13F-HRTimelineGroup |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 287,189 | $10.1M | 2% | +124,087 | 13F-HRTimeline |
| Coastline Trust Co | 135,925 | $4.76M | 0.44% | 0 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Bill Few Associates, Inc. | 84,557 | $2.96M | 0.62% | +10,336 | 13F-HRTimeline |
| YHB Investment Advisors, Inc. | 29,026 | $1.02M | 0.06% | +976 | 13F-HRTimeline |