SYZ LAZARD ACTIVE ETF TR
FollowUS SY SM CA ETF (fund)
9 managers (9 13F filers) reported a position in SYZ shares at 2026-06-30, 623,431 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 2
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 623,431
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| EdgeRock Capital LLC | 542,677 | $16.8M | 3.8% | +16,656 | 13F-HRTimeline |
| Sonoma Allocations LLC | 31,289 | $967K | 0.3% | +13,142 | 13F-HRTimeline |
| Cerity Partners LLCin group Cerity Partners LLC | 17,664 | $546K | <0.01% | -3,228 | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 15,767 | $488K | <0.01% | new | 13F-HRTimeline |
| MAI Capital Management | 7,607 | $235K | <0.01% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 7,170 | $222K | <0.01% | -3,868 | 13F-HRTimelineGroup |
| PlanVest Financial, Inc | 975 | $30.2K | 0.02% | new | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 252 | $7.79K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 30 | $927 | <0.01% | 0 | 13F-HRTimelineGroup |