EC
SYZ

EdgeRock Capital’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

EdgeRock Capital’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 		$16.8M Buy
542,677
+16,656
+3% +$483K 3.8% 5
2026
Q1 		$13.7M Buy
526,021
+13,153
+3% +$350K 3.72% 8
2025
Q4 		$13M Buy
512,868
+23,440
+5% +$582K 3.45% 7
2025
Q3 		$12.2M Buy
+489,428
New +$12.3M 3.41% 7

Other funds holding SYZ

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
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

EdgeRock Capital's SYZ Position: Q2 2026 in Review

EdgeRock Capital increased its Lazard US Systematic Small Cap Equity ETF (SYZ) stake by 3.2% in Q2 2026, buying an estimated $483K and bringing the position to 542,677 shares worth $16.8M. The position accounts for 3.8% of the portfolio, ranked #5.

EdgeRock Capital first reported a position in SYZ in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

  • EdgeRock Capital held 542,677 shares of Lazard US Systematic Small Cap Equity ETF worth $16.8M as of Q2 2026.
  • EdgeRock Capital bought 16,656 Lazard US Systematic Small Cap Equity ETF shares in Q2 2026, an estimated $483K.
  • Lazard US Systematic Small Cap Equity ETF made up 3.8% of EdgeRock Capital's portfolio in Q2 2026, its #5 holding.
  • EdgeRock Capital first reported a position in Lazard US Systematic Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.