IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lazard Glbl TTL Rtrn & Inc (XLGIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares177,117 from 180,552
Change-3,435 (-2%)
Value$3.0M (-$322.1K)
Filed 2026-11-06
Shaker Financial Services, LLC
NEW
Shares51,320
Change+51,320
Value$873.5K
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares38,285 from 33,364
Change+4,921 (+15%)
Value$651.6K (+$35.0K)
Filed 2026-10-26
Mezzasalma Advisors, LLC
INCREASED
Shares30,622 from 30,048
Change+574 (+2%)
Value$521.2K (-$34.1K)
Filed 2026-10-14
Wolverine Asset Management LLC
NEW
Shares28,256
Change+28,256
Value$480.9K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares24,843 from 24,123
Change+720 (+3%)
Value$421.3K (-$30.7K)
Filed 2026-10-13
PMG Family Office LLC
INCREASED
Shares19,582 from 19,525
Change+57 (+0%)
Value$333.3K (-$27.5K)
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares17,701 from 15,815
Change+1,886 (+12%)
Value$301.3K (+$9.0K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares14,353 from 14,353
Change0 (0%)
Value$244.3K (-$21.0K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares12,360 from 14,073
Change-1,713 (-12%)
Value$210.4K (-$49.7K)
Filed 2026-11-02
Samalin Investment Counsel, LLC
NEW
Shares10,117
Change+10,117
Value$172.2K
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$37.0K ($0)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares991 from 966
Change+25 (+3%)
Value$16.9K (-$987)
Filed 2026-10-26
Pathway Financial Advisers, LLC
NEW
Shares750
Change+750
Value$12.8K
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$9.3K (-$794)
Filed 2026-10-14
MB, Levis & Associates, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$6.8K (-$584)
Filed 2026-10-16
Strategic Advocates LLC
DECREASED
Shares350 from 451
Change-101 (-22%)
Value$6.0K (-$2.4K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.1K (-$438)
Filed 2026-10-13
Highline Wealth Partners LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$2.8K (-$244)
Filed 2026-10-19
Parallel Advisors, LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$2.7K (-$233)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,574
Change-2,574 (-100%)
Value$0 (-$47.6K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 461,527
Change-461,527 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 215,269
Change-215,269 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 184,988
Change-184,988 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 125,772
Change-125,772 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 124,685
Change-124,685 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 115,659
Change-115,659 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 93,070
Change-93,070 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 49,010
Change-49,010 (-100%)
Value—
UBS Group AG
N/A
Shares— from 38,175
Change-38,175 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 35,111
Change-35,111 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 32,194
Change-32,194 (-100%)
Value—
&partners
N/A
Shares— from 31,711
Change-31,711 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 31,565
Change-31,565 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 21,331
Change-21,331 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,933
Change-15,933 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,435
Change-13,435 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,080
Change-13,080 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,661
Change-11,661 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,488
Change-10,488 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 725
Change-725 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 234
Change-234 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 102
Change-102 (-100%)
Value—
Status
LPL Financial LLC
DECREASED177,117180,552-3,435-2%$3.3M$3.0M-$322.1K2026-11-06
Shaker Financial Services, LLC
NEW51,320—+51,320——$873.5K—2026-10-14
Flagship Harbor Advisors, LLC
INCREASED38,28533,364+4,921+15%$616.6K$651.6K+$35.0K2026-10-26
Mezzasalma Advisors, LLC
INCREASED30,62230,048+574+2%$555.3K$521.2K-$34.1K2026-10-14
Wolverine Asset Management LLC
NEW28,256—+28,256——$480.9K—2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED24,84324,123+720+3%$452.1K$421.3K-$30.7K2026-10-13
PMG Family Office LLC
INCREASED19,58219,525+57+0%$360.8K$333.3K-$27.5K2026-10-19
CoreCap Advisors, LLC
INCREASED17,70115,815+1,886+12%$292.3K$301.3K+$9.0K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED14,35314,35300%$265.2K$244.3K-$21.0K2026-10-23
Commonwealth Equity Services, LLC
DECREASED12,36014,073-1,713-12%$260.1K$210.4K-$49.7K2026-11-02
Samalin Investment Counsel, LLC
NEW10,117—+10,117——$172.2K—2026-10-23
Allworth Financial LP
UNCHANGED2,0002,00000%$37.0K$37.0K$02026-11-06
Lanark Financial, Inc.
INCREASED991966+25+3%$17.9K$16.9K-$9872026-10-26
Pathway Financial Advisers, LLC
NEW750—+750——$12.8K—2026-10-27
Mather Group, Llc.
UNCHANGED54454400%$10.1K$9.3K-$7942026-10-14
MB, Levis & Associates, LLC
UNCHANGED40040000%$7.4K$6.8K-$5842026-10-16
Strategic Advocates LLC
DECREASED350451-101-22%$8.3K$6.0K-$2.4K2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED30030000%$5.5K$5.1K-$4382026-10-13
Highline Wealth Partners LLC
UNCHANGED16716700%$3.1K$2.8K-$2442026-10-19
Parallel Advisors, LLC
UNCHANGED15915900%$2.9K$2.7K-$2332026-11-03
Institute for Wealth Management, Llc.
CLOSED02,574-2,574-100%$47.6K$0-$47.6K2026-11-06
Morgan Stanley
N/A—461,527-461,527-100%$8.5M———
Guggenheim Capital LLC
N/A—215,269-215,269-100%$4.0M———
Raymond James Financial Inc
N/A—184,988-184,988-100%$3.4M———
Stifel Financial Corp
N/A—125,772-125,772-100%$2.3M———
Wells Fargo & Company
N/A—124,685-124,685-100%$2.3M———
Royal Bank of Canada
N/A—115,659-115,659-100%$2.1M———
Osaic Holdings, Inc.
N/A—93,070-93,070-100%$1.7M———
Steward Partners Investment Advisory, LLC
N/A—49,010-49,010-100%$905.7K———
UBS Group AG
N/A—38,175-38,175-100%$705.5K———
Evolve Private Wealth, LLC
N/A—35,111-35,111-100%$648.9K———
Benjamin Edwards Inc
N/A—32,194-32,194-100%$595.1K———
&partners
N/A—31,711-31,711-100%$586.0K———
Bank of America Corp
N/A—31,565-31,565-100%$583.3K———
Ameriprise Financial Inc
N/A—21,331-21,331-100%$394.2K———
Cetera Investment Advisers
N/A—15,933-15,933-100%$294.4K———
Waverly Advisors, LLC
N/A—13,435-13,435-100%$248.3K———
Kovack Advisors, Inc.
N/A—13,080-13,080-100%$242.6K———
Cary Street Partners Financial LLC
N/A—11,661-11,661-100%$215.5K———
Janney Montgomery Scott LLC
N/A—10,488-10,488-100%$194.0K———
Northwestern Mutual Wealth Management Co
N/A—6,509-6,509-100%$120.3K———
NewEdge Advisors, LLC
N/A—6,116-6,116-100%$113.0K———
Colonial Trust Co / SC
N/A—1,433-1,433-100%$26.0K———
Atlantic Union Bankshares Corp
N/A—725-725-100%$13.4K———
Harbour Investments, Inc.
N/A—234-234-100%$4.3K———
Arax Advisory Partners
N/A—102-102-100%$1.9K———
Showing 46 of 46 institutions