Osaic Holdings
SYZ

Osaic Holdings’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

Osaic Holdings’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 		$927 Hold
30
– – ﹤0.01% 7510
2026
Q1 		$783 Sell
30
-315
-91% -$8.38K ﹤0.01% 7330
2025
Q4 		$8.72K Buy
+345
New +$8.56K ﹤0.01% 6427

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
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's SYZ Position: Q2 2026 in Review

Osaic Holdings held its Lazard US Systematic Small Cap Equity ETF (SYZ) position steady in Q2 2026 at 30 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #7510.

Osaic Holdings first reported a position in SYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.72K in Q4 2025. 9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

  • Osaic Holdings held 30 shares of Lazard US Systematic Small Cap Equity ETF worth $927 as of Q2 2026.
  • Osaic Holdings left its Lazard US Systematic Small Cap Equity ETF share count unchanged in Q2 2026.
  • Lazard US Systematic Small Cap Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7510 holding.
  • Osaic Holdings first reported a position in Lazard US Systematic Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Osaic Holdings's Lazard US Systematic Small Cap Equity ETF position peaked at $8.72K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.