Who owns Lazard US Systematic Small Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SYZ from SEC Form 13F filings across 9 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, 9 institutions disclosed 623,431 shares of Lazard US Systematic Small Cap Equity ETF worth $19.3M — about 27.4% of shares outstanding; the largest disclosed holder is EdgeRock Capital LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$19.3M
value, 2026 filers
27.4%
of shares outstanding (623,431 sh)
3
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 SYZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | EdgeRock Capital LLC | 542,677 | $16.8M | 3.8% | 23.9% | +3.2% |
| 2 | Sonoma Allocations LLC | 31,289 | $967,151 | 0.3% | 1.4% | +72.4% |
| 3 | Cerity Partners LLC | 17,664 | $546,346 | 0.0% | 0.8% | -15.5% |
| 4 | Integrated Wealth Concepts LLCNEW | 15,767 | $487,693 | 0.0% | 0.7% | new |
| 5 | MAI Capital ManagementNEW | 7,607 | $235,304 | 0.0% | 0.3% | new |
| 6 | CITADEL ADVISORS LLC | 7,170 | $221,770 | 0.0% | 0.3% | -35.0% |
| 7 | PlanVest Financial, IncNEW | 975 | $30,157 | 0.0% | 0% | new |
| 8 | FMR LLC | 252 | $7,794 | 0.0% | 0% | 0.0% |
| 9 | OSAIC HOLDINGS, INC. | 30 | $927 | 0.0% | 0% | 0.0% |
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.