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SYZ
Lazard US Systematic Small Cap Equity ETF
6 hedge funds and large institutions have $16.7M invested in Lazard US Systematic Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
31.15% more ownership
Funds ownership: 0% → 31.15% (+31%)
Holders
6
Holders Change
+6
Holders Change %
–
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EC
EdgeRock Capital
Denver,
Colorado
|
+$12.3M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$2.5M |
| 3 |
Morgan Stanley
New York
|
+$1.25M |
| 4 |
Cerity Partners
New York
|
+$663K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.32K |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
1
EdgeRock Capital
Denver,
Colorado
| $12.2M | +$12.3M | +489,428 | New |
|
|
TPWA
2
TRUE Private Wealth Advisors
Salem,
Oregon
| $2.49M | +$2.5M | +99,638 | New |
|
|
3
Morgan Stanley
New York
| $1.25M | +$1.25M | +50,000 | New |
|
|
4
Cerity Partners
New York
| $661K | +$663K | +26,420 | New |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $6.31K | +$6.32K | +252 | New |
|
6
UBS Group
Zurich,
Switzerland
| $5.38K | +$5.39K | +215 | New |
|