Who owns LAZARD ACTIVE ETF TR?
- Ticker: IDEQ
- CUSIP Number: 52110k400
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Analyze quarterly positions in Lazard Active Etf Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold LAZARD ACTIVE ETF TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of New York Mellon | 1.4M | $43M | 100% | Dec 2025 |
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| LPL Financial | 576k | $18M | 100% | Dec 2025 |
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| Pinnacle Wealth Management | 453k | $14M | 100% | Mar 2026 |
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| Meridian Financial Partners | 246k | $7.9M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 175k | $5.3M | 216% | Dec 2025 |
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| Provident Wealth Management | 156k | $5.0M | 12% | Mar 2026 |
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| Sentinel Pension Advisors | 133k | $4.2M | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 107k | $3.2M | 14% | Dec 2025 |
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| Endowment Wealth Management | 103k | $3.1M | 100% | Dec 2025 |
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| Envestnet Asset Management | 102k | $3.1M | 4% | Dec 2025 |
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| Future Financial Wealth Managment | 76k | $2.6M | 100% | Mar 2026 |
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| Payne Capital | 74k | $2.3M | 100% | Mar 2026 |
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| Coastline Trust | 71k | $2.3M | 100% | Mar 2026 |
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| Bill Few Associates | 66k | $2.1M | 508% | Mar 2026 |
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| Members Wealth | 64k | $2.2M | 305% | Mar 2026 |
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| Dynamic Advisors Solutions | 51k | $1.6M | 100% | Mar 2026 |
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| Jane Street | 44k | $1.3M | 56% | Dec 2025 |
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| Victory Financial Group | 35k | $1.1M | -24% | Dec 2025 |
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| Baker Tilly Financial | 32k | $1.0M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 31k | $952k | 364% | Dec 2025 |
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| Commonwealth Equity Services | 21k | $650k | 100% | Dec 2025 |
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| Embree Financial Group | 21k | $667k | 100% | Mar 2026 |
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| Swisher Financial Concepts | 20k | $637k | 100% | Mar 2026 |
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| First American Bank | 12k | $378k | 100% | Mar 2026 |
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| United Advisor Group | 8.5k | $269k | 100% | Mar 2026 |
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| Sunpointe | 8.5k | $269k | 100% | Mar 2026 |
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| Wedmont Private Capital | 6.9k | $233k | 100% | Mar 2026 |
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| Goss Wealth Management | 5.4k | $164k | 34% | Dec 2025 |
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| Private Trust Co Na | 1.3k | $40k | 100% | Dec 2025 |
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| JNBA Financial Advisors | 775.00 | $25k | 100% | Mar 2026 |
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| Us Bancorp | 620.00 | $19k | 0% | Dec 2025 |
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| Longview Financial Advisors | 167.00 | $5.3k | 100% | Mar 2026 |
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| Hartford Financial Management | 144.00 | $4.6k | 100% | Mar 2026 |
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| Medallion Wealth Advisors | 120.00 | $3.8k | 100% | Mar 2026 |
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| Harbor Asset Planning | 76.00 | $2.4k | 100% | Mar 2026 |
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Who sold out of Lazard Active Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2025 | 358k | $10M |
| Flow Traders US | Sep 2025 | 35k | $997k |
| SFG Wealth Management | Dec 2025 | 23k | $693k |