Lazard Active ETF Tr (IEQ): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Lazard Active ETF Tr (IEQ) following the 2026 Q1 hedge fund 13F filings?

As of today, IEQ has moved +3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.5%. Since the quarter end (March 31, 2026), IEQ gained +11.4% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Lazard Active ETF Tr (IEQ)

57 + Investors. Track Smart Money conviction in IEQ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IEQ

Based on 57 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added IEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

57 hedge funds hold IEQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +5600% more funds vs a year ago

fund count last 6Q

+56 new funds entered over the past year (+5600% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 89% buying

54 buying7 selling

Last quarter: 54 funds were net buyers (41 opened a brand new position + 13 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter

Funds opening a new IEQ position: 3 → 11 → 8 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 98% entered in last year

■ 0% conviction (2yr+) ■ 2% medium ■ 98% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

0 → 3 → 11 → 8 → 41 new funds/Q

New funds entering each quarter: 3 → 11 → 8 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 57 current holders: 57 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds

9 of 57 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IEQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.5

out of 10

High Exit Risk

Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	57	20	185.0%
13F Shares	9M	3M	181.16%
Total Value	$268M	$92M	189.95%
New Positions	41	8	+33
Increased Positions	13	9	+4
Closed Positions	4	2	+2
Reduced Positions	3	2	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

185.0%

13F Shares

181.16%

Total Value

$268M

$92M

189.95%

New Positions

+33

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IEQ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IEQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Pinnacle Wealth Management, LLC	9.69%	452,901	$14.4M
2	Prosperity Bancshares Inc	6.04%	237,490	$7.5M
3	Denver Wealth Management, INC.	4.71%	431,011	$13.7M
4	Meridian Financial Partners LLC	2.99%	245,657	$7.9M
5	Payne Capital LLC	2.14%	73,561	$2.3M
6	Members Advisory Group LLC	1.90%	174,319	$5.5M
7	Future Financial Wealth Managment LLC	1.66%	75,731	$2.6M
8	Provident Wealth Management, LLC	1.50%	156,238	$5.0M
9	Endowment Wealth Management, Inc.	1.48%	105,631	$3.4M
10	Members Wealth LLC	1.30%	64,068	$2.2M
11	Sentinel Pension Advisors, LLC	0.62%	132,974	$4.2M
12	Bill Few Associates, Inc.	0.50%	66,334	$2.1M
13	Cornerstone Planning Group LLC	0.38%	83,902	$2.9M
14	Swisher Financial Concepts, Inc.	0.36%	20,050	$637K
15	Redwood Financial Network Corp	0.25%	11,832	$376K
16	Baker Tilly Wealth Management, LLC	0.24%	31,504	$1.0M
17	Western Wealth Management, LLC	0.23%	200,469	$6.4M
18	Coastline Trust Co	0.22%	71,000	$2.3M
19	PlanVest Financial, Inc	0.20%	8,081	$257K
20	Sigma Planning Corp	0.13%	147,508	$4.7M
21	Sunpointe, LLC	0.09%	8,458	$269K
22	Victory Financial Group, LLC	0.08%	21,342	$678K
23	Baer Investment Advisory LLC	0.08%	21,342	$678K
24	Embree Financial Group	0.08%	21,010	$667K
25	Independent Advisor Alliance	0.08%	227,170	$7.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Lazard Active ETF Tr (IEQ)

What does the Smart Money Trend signal show for IEQ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IEQ?

More buyers than sellers — 89% buying: Last quarter: 54 funds were net buyers (41 opened a brand new position + 13 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEQ holders?

Elite ownership — 46% AUM from top-100 funds: 9 of 57 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IEQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IEQ?

Mostly new holders — 98% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Lazard Active ETF Tr (IEQ) following the 2026 Q1 hedge fund 13F filings?

As of today, IEQ has moved +3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.5%. Since the quarter end (March 31, 2026), IEQ has gained +11.4% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Lazard Active ETF Tr (IEQ)

Smart Money Signals — IEQ

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +5600% more funds vs a year ago

More buyers than sellers — 89% buying

More new buyers each quarter (+33 vs last Q)

Mostly new holders — 98% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — IEQ

Hedge Fund Ownership: IEQ

Market Analysis: IEQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IEQ

Is It Too Late to Buy Lazard Active ETF Tr (IEQ) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IEQ

Statistics: IEQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Lazard Active ETF Tr (IEQ)

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