Jeff Yass’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

Jeff Yass’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	–	Sell	-14,450	Closed	-$377K	–	14944
2026 Q1	$377K	Buy	+14,450	New	+$384K	﹤0.01%	10355

Other funds holding SYZ

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PlanVest Financial Gaithersburg, Maryland $150M AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's SYZ Position: Q2 2026 in Review

Jeff Yass sold out of Lazard US Systematic Small Cap Equity ETF (SYZ) in Q2 2026, closing a stake of 14,450 shares — an estimated $377K sold.

Jeff Yass first reported a position in SYZ in Q1 2026 and held it in 1 quarter. The position peaked at $377K in Q1 2026. 9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

Jeff Yass reported no remaining Lazard US Systematic Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 14,450 Lazard US Systematic Small Cap Equity ETF shares in Q2 2026, an estimated $377K.
Jeff Yass first reported a position in Lazard US Systematic Small Cap Equity ETF in Q1 2026 and held it in 1 quarter.
Jeff Yass's Lazard US Systematic Small Cap Equity ETF position peaked at $377K in Q1 2026.
9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.