Who owns IDEQ?
Lazard International Dynamic Equity ETF · Lazard
94 institutions reported holding IDEQ, worth $673.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IDEQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $85.0M | 2,424,439 | +723,550 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $60.6M | 1,727,238 | +1,063,754 shares |
| Northwest Financial Advisors | Herndon, VA | $58.8M | 1,676,055 | New position |
| Bank of New York Mellon Corp | New York, NY | $55.1M | 1,569,805 | +58,576 shares |
| CIBC Bancorp USA Inc. | Chicago, IL | $40.8M | 1,168,787 | New position |
| Tompkins Financial Corp. | Ithaca, NY | $30.5M | 869,425 | New position |
| Snowden Capital Advisors LLC | New York, NY | $21.9M | 624,788 | New position |
| Denver Wealth Management, Inc. | Denver, CO | $19.7M | 562,823 | +131,812 shares |
| Alliance Wealth Advisors, LLC | Scranton, PA | $16.0M | 455,384 | New position |
| Jones Financial Companies LLLP | Des Peres, MO | $15.9M | 458,737 | +160,916 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IDEQ?
94 institutional managers reported holding IDEQ in Form 13F filings for June 30, 2026, worth $673.6M in total. The largest reported position was held by LPL Financial LLC, at $85.0M.
Did institutions buy or sell IDEQ last quarter?
Reported 13F value rose 148.4% from March 31, 2026, which includes price moves as well as buying and selling. 43 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IDEQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.