Who owns Lazard International Dynamic Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IDEQ from SEC Form 13F filings across 94 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 94 institutions disclosed 19.2M shares of Lazard International Dynamic Equity ETF worth $672.0M — about 123.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
94
13F holders
$672.0M
value, 2026 filers
123.6%
of shares outstanding (19.2M sh)
43
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IDEQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.4M | $85.0M | 0.0% | 15.6% | +42.5% |
| 2 | RAYMOND JAMES FINANCIAL INC | 1.7M | $60.6M | 0.0% | 11.1% | +160.3% |
| 3 | Northwest Financial AdvisorsNEW | 1.7M | $58.8M | 7.8% | 10.8% | new |
| 4 | Bank of New York Mellon Corp | 1.6M | $55.1M | 0.0% | 10.1% | +3.9% |
| 5 | CIBC Bancorp USA Inc.NEW | 1.2M | $40.8M | 0.0% | 7.5% | new |
| 6 | TOMPKINS FINANCIAL CORPNEW | 869,425 | $30.5M | 2.1% | 5.6% | new |
| 7 | Snowden Capital Advisors LLCNEW | 624,788 | $21.9M | 0.5% | 4% | new |
| 8 | DENVER WEALTH MANAGEMENT, INC. | 562,823 | $19.7M | 5.7% | 3.6% | +30.6% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 458,737 | $15.9M | 0.0% | 3% | +54.0% |
| 10 | Alliance Wealth Advisors, LLCNEW | 455,384 | $16.0M | 5.2% | 2.9% | new |
| 11 | NORTHLAND SECURITIES, INC.NEW | 412,738 | $14.5M | 8.4% | 2.7% | new |
| 12 | JSF Financial, LLCNEW | 409,180 | $14.3M | 2.3% | 2.6% | new |
| 13 | Pinnacle Wealth Management, LLC | 405,922 | $14.2M | 8.8% | 2.6% | -10.4% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 373,249 | $13.1M | 0.0% | 2.4% | +194.2% |
| 15 | Navigation Group, LLCNEW | 334,968 | $11.7M | 2.3% | 2.2% | new |
| 16 | Meridian Financial Partners LLC | 319,202 | $11.1M | 3.8% | 2.1% | +29.9% |
| 17 | Members Advisory Group LLC | 311,190 | $10.9M | 3.0% | 2% | +78.5% |
| 18 | Western Wealth Management, LLC | 308,941 | $10.8M | 0.4% | 2% | +54.1% |
| 19 | Prosperity Bancshares Inc | 308,275 | $10.8M | 7.1% | 2% | +29.8% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 302,354 | $10.6M | 0.0% | 1.9% | +578.7% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 274,463 | $9.6M | 0.0% | 1.8% | +1.2% |
| 22 | PNC Financial Services Group, Inc. | 250,650 | $8.8M | 0.0% | 1.6% | +5540.2% |
| 23 | WELLS FARGO & COMPANY/MNNEW | 211,736 | $7.4M | 0.0% | 1.4% | new |
| 24 | Provident Wealth Management, LLC | 174,568 | $6.1M | 1.6% | 1.1% | +11.7% |
| 25 | Sigma Planning Corp | 169,655 | $5.9M | 0.1% | 1.1% | +15.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.