Citadel Advisors
SYZ

Citadel Advisors’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

Citadel Advisors’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 		$222K Sell
7,170
-3,868
-35% -$112K ﹤0.01% 11826
2026
Q1 		$288K Sell
11,038
-806
-7% -$21.4K ﹤0.01% 10560
2025
Q4 		$299K Buy
+11,844
New +$294K ﹤0.01% 10158

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
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

Citadel Advisors's SYZ Position: Q2 2026 in Review

Citadel Advisors reduced its Lazard US Systematic Small Cap Equity ETF (SYZ) stake by 35% in Q2 2026, selling an estimated $112K and leaving 7,170 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #11826.

Citadel Advisors first reported a position in SYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

  • Citadel Advisors held 7,170 shares of Lazard US Systematic Small Cap Equity ETF worth $222K as of Q2 2026.
  • Citadel Advisors sold 3,868 Lazard US Systematic Small Cap Equity ETF shares in Q2 2026, an estimated $112K.
  • Lazard US Systematic Small Cap Equity ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11826 holding.
  • Citadel Advisors first reported a position in Lazard US Systematic Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Citadel Advisors's Lazard US Systematic Small Cap Equity ETF position peaked at $299K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.