Who owns SYZ?
Lazard US Systematic Small Cap Equity ETF · Lazard
9 institutions reported holding SYZ, worth $19.3M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of SYZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| EdgeRock Capital LLC | Denver, CO | $16.8M | 542,677 | +16,656 shares |
| Sonoma Allocations LLC | Santa Rosa, CA | $967K | 31,289 | +13,142 shares |
| Cerity Partners LLC | New York, NY | $546K | 17,664 | −3,228 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $488K | 15,767 | New position |
| MAI Capital Management | Independence, OH | $235K | 7,607 | New position |
| Citadel Advisors LLC | Miami, FL | $222K | 7,170 | −3,868 shares |
| PlanVest Financial, Inc | Gaithersburg, MD | $30K | 975 | New position |
| FMR LLC | Boston, MA | $8K | 252 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $927 | 30 | No change |
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 SYZ?
9 institutional managers reported holding SYZ in Form 13F filings for June 30, 2026, worth $19.3M in total. The largest reported position was held by EdgeRock Capital LLC, at $16.8M.
Did institutions buy or sell SYZ last quarter?
Reported 13F value rose 25.0% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 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 SYZ 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.