SYZ LAZARD ACTIVE ETF TR
FollowUS SY SM CA ETF (fund)
6 managers (6 13F filers) reported a position in SYZ shares at 2025-09-30, 665,953 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 6
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 665,953
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| EdgeRock Capital LLC | 489,428 | $12.2M | 3.41% | new | 13F-HRTimeline |
| TRUE Private Wealth Advisors | 99,638 | $2.49M | 0.25% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 50,000 | $1.25M | <0.01% | new | 13F-HR/ATimelineGroup |
| Cerity Partners LLCin group Cerity Partners LLC | 26,420 | $661K | <0.01% | new | 13F-HRTimelineGroup |
| FMR LLCin group FMR LLC | 252 | $6.31K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 215 | $5.38K | <0.01% | new | 13F-HRTimelineGroup |