Cerity Partners
SYZ

Cerity Partners’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

Cerity Partners’s Portfolio SYZ Stock Details SYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Sell
17,664
-3,228
-15% -$93.6K ﹤0.01% 2372
2026
Q1 		$545K Sell
20,892
-14
-0.1% -$372 ﹤0.01% 2239
2025
Q4 		$529K Sell
20,906
-5,514
-21% -$137K ﹤0.01% 2072
2025
Q3 		$661K Buy
+26,420
New +$663K ﹤0.01% 1810

Other funds holding SYZ

EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PF
PlanVest Financial Gaithersburg, Maryland $150M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's SYZ Position: Q2 2026 in Review

Cerity Partners reduced its Lazard US Systematic Small Cap Equity ETF (SYZ) stake by 15% in Q2 2026, selling an estimated $93.6K and leaving 17,664 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Cerity Partners first reported a position in SYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $661K in Q3 2025. 9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

  • Cerity Partners held 17,664 shares of Lazard US Systematic Small Cap Equity ETF worth $546K as of Q2 2026.
  • Cerity Partners sold 3,228 Lazard US Systematic Small Cap Equity ETF shares in Q2 2026, an estimated $93.6K.
  • Lazard US Systematic Small Cap Equity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2372 holding.
  • Cerity Partners first reported a position in Lazard US Systematic Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Cerity Partners's Lazard US Systematic Small Cap Equity ETF position peaked at $661K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.