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Disclosery

LGI LAZARD GLOBAL TOTAL RETURN &

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COM (common), issuer CIK 1278211

46 managers (46 13F filers) reported a position in LGI shares at 2026-03-31, 2,039,407 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
46
13F filers
46
New
9
Added
19
Reduced
13
Sold out
2
Shares held by filers
2,039,407

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
MORGAN STANLEYin group MORGAN STANLEY462,005$7.43M<0.01%-20,84013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC195,971$3.15M0.03%+9,50513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,362$3M<0.01%-21,26413F-HRTimelineGroup
LPL Financial LLC172,424$2.77M<0.01%+73713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP124,169$2M<0.01%+3,96813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN122,081$1.96M<0.01%+19,17513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,008$1.8M<0.01%+1,69613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,855$1.56M<0.01%+37,95413F-HRTimelineGroup
Steward Partners Investment Advisory, L…47,656$767K<0.01%+45113F-HRTimeline
UBS Group AGin group UBS Group AG42,436$683K<0.01%-39913F-HRTimelineGroup
Shaker Financial Services, LLC39,300$632K0.22%+7,14213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC37,690$606K0.03%-14313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,971$547K0.01%-3,21913F-HRTimelineGroup
Mezzasalma Advisors, LLC32,695$526K0.13%+33013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,799$512K<0.01%+72613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC30,887$497K0.02%+1,56513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC30,152$485K0.18%-6,25213F-HRTimeline
&PARTNERS22,920$369K<0.01%+11,47013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,340$311K<0.01%+1,52813F-HR/ATimelineGroup
PMG Family Office LLC18,541$298K0.33%+47313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,123$283K<0.01%-10,24013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,735$269K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC15,215$245K0.01%+26013F-HRTimeline
Waverly Advisors, LLC14,958$241K<0.01%-28313F-HRTimeline
Wilmington Savings Fund Society, FSB14,353$231K0.01%013F-HRTimeline
Kovack Advisors, Inc.13,002$216K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,517$201K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,661$188K<0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC10,800$174K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,665$172K<0.01%-12913F-HRTimeline
HRT FINANCIAL LP10,504$169K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,034$129K<0.01%+85913F-HRTimelineGroup
MAI Capital Management6,960$112K<0.01%+1113F-HRTimeline
NewEdge Advisors, LLC6,116$98.4K<0.01%-12,72913F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC3,732$60K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,000$32.2K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,433$22.2K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,100$18.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.941$15.2K<0.01%+2313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp725$11.7K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC451$7.26K0.03%-27,60813F-HRTimeline
HARBOUR INVESTMENTS, INC.336$5.42K<0.01%-213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…300$4.83K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC167$2.69K<0.01%-313F-HRTimeline
Parallel Advisors, LLC159$2.56K<0.01%013F-HR/ATimeline
CWM, LLCin group CWM, LLC158$2.54K<0.01%+413F-HRTimelineGroup