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Lazard Glbl TTL Rtrn & Inc (XLGIX)

CUSIP: 52106W103 | US | 191 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.1,257,8459.7%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.1,257,845
9.7% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Shaker Financial Services, LLC51,320
0.3% of portfolio›$873.5K
Flagship Harbor Advisors, LLC38,285
0.0% of portfolio›$651.6K
Mezzasalma Advisors, LLC30,622
0.1% of portfolio›$521.2K
Wolverine Asset Management LLC28,256
0.0% of portfolio›$480.9K
Wealth Enhancement Advisory Services, LLC24,843
0.0% of portfolio›$421.3K
PMG Family Office LLC19,582
0.3% of portfolio›$333.3K
CoreCap Advisors, LLC17,701
0.0% of portfolio›$301.3K
Wilmington Savings Fund Society, FSB14,353
0.0% of portfolio›$244.3K
Commonwealth Equity Services, LLC12,360
0.0% of portfolio›$210.4K
Samalin Investment Counsel, LLC10,117
0.1% of portfolio›$172.2K
Lanark Financial, Inc.991
0.0% of portfolio›$16.9K
Pathway Financial Advisers, LLC750
0.0% of portfolio›$12.8K
Mather Group, Llc.544
0.0% of portfolio›$9.3K
MB, Levis & Associates, LLC400
0.0% of portfolio›$6.8K
Strategic Advocates LLC350
0.0% of portfolio›$6.0K
Beacon Investment Advisory Services, Inc.300
0.0% of portfolio›$5.1K
Highline Wealth Partners LLC167
0.0% of portfolio›$2.8K
Parallel Advisors, LLC159
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
Shaker Financial Services, LLC
51,320$873.5K0.3%YieldHighArlington, VA2026-10-14
Flagship Harbor Advisors, LLC
38,285$651.6K0.0%ETFMediumBoston, MA2026-10-26
Mezzasalma Advisors, LLC
30,622$521.2K0.1%GrowthLowTinton Falls, NJ2026-10-14
Wolverine Asset Management LLC
28,256$480.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Wealth Enhancement Advisory Services, LLC
24,843$421.3K0.0%CoreLowPlymouth, MN2026-10-13
PMG Family Office LLC
19,582$333.3K0.3%YieldVery LowPlano, TX2026-10-19
CoreCap Advisors, LLC
17,701$301.3K0.0%ETFMediumSouthfield, MI2026-10-08
Wilmington Savings Fund Society, FSB
14,353$244.3K0.0%CoreLowWilmington, DE2026-10-23
Commonwealth Equity Services, LLC
12,360$210.4K0.0%ETFLowWaltham, MA2026-11-02
Samalin Investment Counsel, LLC
10,117$172.2K0.1%YieldMediumChappaqua, NY2026-10-23
Lanark Financial, Inc.
991$16.9K0.0%CoreMediumBirmingham, AL2026-10-26
Pathway Financial Advisers, LLC
750$12.8K0.0%CoreLowAuburn, IN2026-10-27
Mather Group, Llc.
544$9.3K0.0%ETFMediumChicago, IL2026-10-14
MB, Levis & Associates, LLC
400$6.8K0.0%ETFVery LowCenter Valley, PA2026-10-16
Strategic Advocates LLC
350$6.0K0.0%GrowthLowSacramento, CA2026-11-03
Beacon Investment Advisory Services, Inc.
300$5.1K0.0%GrowthLowMorristown, NJ2026-10-13
Highline Wealth Partners LLC
167$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Parallel Advisors, LLC
159$2.7K0.0%IndexLowSan Francisco, CA2026-11-03