SYZ Institutional Ownership
Lazard US Systematic Small Cap Equity ETF
1W: +0.8%
1M: -1.6%
3M: -3.4%
YTD: +16.0%
1Y: +17.9%
$29.51
+0.32 (+1.11%)
Weekly Expected Move ±1.4%
$29
$29
$30
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SYZ
10
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
3
New Positions
2
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | EdgeRock Capital LLC | 542,677 | $16M | +16,656 | +3.2% | 3Q | SEC ↗ |
| 2 | Sonoma Allocations LLC | 31,289 | $923K | +13,142 | +72.4% | 2Q | SEC ↗ |
| 3 | Cerity Partners LLC | 17,664 | $521K | -3,228 | -15.5% | 4Q | SEC ↗ |
| 4 | Integrated Wealth Concepts LLC NEW | 15,767 | $465K | — | +0.0% | 1Q | SEC ↗ |
| 5 | MAI Capital Management NEW | 7,607 | $224K | — | +0.0% | 1Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 7,170 | $212K | -3,868 | -35.0% | 3Q | SEC ↗ |
| 7 | PlanVest Financial, Inc NEW | 975 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 8 | FMR LLC | 252 | $7K | — | +0.0% | 4Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 30 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -14,450 | -100.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 0 | $0K | -189 | -100.0% | 2Q | SEC ↗ |
| 12 | TRUE Private Wealth Advisors | 0 | $0K | -68,827 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 15,767 | $465K |
| MAI Capital Management | 7,607 | $224K |
| PlanVest Financial, Inc | 975 | $29K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TRUE Private Wealth Advisors | 68,827 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,450 | $426K |
| UBS Group AG | 189 | $6K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EdgeRock Capital LLC | +16,656 | +3.2% | 542,677 |
| Sonoma Allocations LLC | +13,142 | +72.4% | 31,289 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -3,868 | -35.0% | 7,170 |
| Cerity Partners LLC | -3,228 | -15.5% | 17,664 |