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SYZ — LAZARD ACTIVE ETF TR

Reported value held$1.49M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$229.56K · 7.42K sh
New / Add / Cut / Exit0 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -34.3% (-3.87K sh)
Institutional value change Down -22.1%

As of Q2 2026, 2 SEC-registered investment managers reported holding SYZ (LAZARD ACTIVE ETF TR) in their latest 13F filings, with a combined reported value of $229.56K across 7.42K shares. That is -34.3% by share count (-3.87K shares) versus the previous quarter, while reported value moved -22.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 7.17K $221.77K 0.00% Reduce
Fidelity Management & Research (FMR) history 252 $7.79K 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 11.04K $288.08K 0.00% Reduce
Fidelity Management & Research (FMR) history 252 $6.58K 0.00% Hold

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 11.84K $299.49K 0.00% New
Fidelity Management & Research (FMR) history 252 $6.37K 0.00% Hold
UBS Group AG history 189 $4.78K 0.00% Reduce

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 50.00K $1.25M 0.00% New
Fidelity Management & Research (FMR) history 252 $6.31K 0.00% New
UBS Group AG history 215 $5.38K 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025
Citadel Advisors 7.17K 11.04K 11.84K —
Fidelity Management & Research (FMR) 252 252 252 252
Morgan Stanley — — — 50.00K
UBS Group AG — — 189 215

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