SYZ β€” LAZARD ACTIVE ETF TR

Ownership history in EdgeRock Capital LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which EdgeRock Capital LLC reported a position in LAZARD ACTIVE ETF TR (SYZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.45% (2025 Q4)
πŸ“Š Avg. % of fund
3.43%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    SYZ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 512,868 +23,440 +4.8% 3.45% $13.0M $25.25
2025 Q3 INITIATED 489,428 β€” β€” 3.41% $12.2M $24.98

🏒 Other funds also holding SYZ

As of 2025 Q4 β€” sorted by position size

TRUE Private Wealth Advisors 3Y 7Y 0.17% Cerity Partners LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% UBS Group AG 3Y 7Y 0.0% FMR LLC 3Y 7Y 0.0%
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