Lazard Active ETF Tr (IEQ) Hedge Fund Ownership (Q2 2026)

Lazard Active ETF Tr (IEQ)

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

Smart Money Signals — IEQ

Based on 94 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

94 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 — +2250% more funds vs a year ago

fund count last 6Q

+90 new funds entered over the past year (+2250% 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 — 88% buying

87 buying12 selling

Last quarter: 87 funds were net buyers (44 opened a brand new position + 43 added to an existing one). Only 12 were sellers (5 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~44 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 8 → 41 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 90% entered in last year

■ 0% conviction (2yr+) ■ 10% medium ■ 90% 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.

💰

Value +148% but shares only +124% — price-driven

Value

+148%

+124%

Last quarter: the total dollar value of institutional holdings rose +148%, but actual share count only changed +124%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

3 → 11 → 8 → 41 → 44 new funds/Q

New funds entering each quarter: 11 → 8 → 41 → 44. 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 94 current holders: 94 (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.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

11 of 94 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	94	57	64.91%
13F Shares	19M	9M	124.37%
Total Value	$665M	$268M	148.28%
New Positions	44	41	+3
Increased Positions	43	13	+30
Closed Positions	7	4	+3
Reduced Positions	5	3	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

64.91%

13F Shares

19M

124.37%

Total Value

$665M

$268M

148.28%

New Positions

Increased Positions

+30

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

94 + 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 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Benson Investment Management Company, Inc.	18.95%	101,480	$3.6M
2	Pinnacle Wealth Management, LLC	8.82%	405,922	$14.2M
3	Northland Securities, INC.	8.43%	412,738	$14.5M
4	Northwest Financial Advisors	7.82%	1,676,055	$58.8M
5	Prosperity Bancshares Inc	7.06%	308,275	$10.8M
6	Denver Wealth Management, INC.	5.65%	562,823	$19.7M
7	Alliance Wealth Advisors, LLC	5.19%	455,384	$16.0M
8	Meridian Financial Partners LLC	3.77%	319,202	$11.1M
9	Members Advisory Group LLC	3.05%	311,190	$10.9M
10	Navigation Group, LLC	2.29%	334,968	$11.7M
11	JSF Financial, LLC	2.27%	409,180	$14.3M
12	Payne Capital LLC	2.15%	73,588	$2.6M
13	Tompkins Financial Corp	2.13%	869,425	$30.5M
14	Future Financial Wealth Managment LLC	1.59%	74,370	$2.6M
15	Provident Wealth Management, LLC	1.58%	174,568	$6.1M
16	Endowment Wealth Management, Inc.	1.54%	113,659	$4.0M
17	Baker Tilly Wealth Management, LLC	1.22%	163,102	$5.7M
18	Avise Financial Cooperative, Inc.	1.21%	48,563	$1.7M
19	Members Wealth LLC	1.20%	62,418	$2.2M
20	Sentinel Pension Advisors, LLC	0.65%	145,966	$5.0M
21	Bill Few Associates, Inc.	0.55%	74,221	$2.6M
22	Snowden Capital Advisors LLC	0.52%	624,788	$21.9M
23	Redwood Financial Network Corp	0.50%	25,601	$898K
24	Spartan Wealth Advisory Services LLC	0.46%	161,455	$5.7M
25	Swisher Financial Concepts, Inc.	0.45%	20,513	$719K

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 — 5 quarters in a row: For 5 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 — 88% buying: Last quarter: 87 funds were net buyers (44 opened a brand new position + 43 added to an existing one). Only 12 were sellers (5 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IEQ holders?

Strong quality — 30% AUM from major funds: 11 of 94 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IEQ?

Mostly new holders — 90% 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.

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 — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +2250% more funds vs a year ago

More buyers than sellers — 88% buying

Steady new buyers — ~44 new funds per quarter

Mostly new holders — 90% entered in last year

Value +148% but shares only +124% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — IEQ

Hedge Fund Ownership: IEQ

Market Analysis: IEQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IEQ

Hedge Fund Positioning: IEQ

Statistics: IEQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Lazard Active ETF Tr (IEQ)

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