IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lazard US Sytem SM Cap ETF (SYZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
EdgeRock Capital LLC
INCREASED
Shares576,688 from 542,677
Change+34,011 (+6%)
Value$16.7M (-$59.0K)
Filed 2026-11-03
PlanVest Financial, Inc
INCREASED
Shares2,256 from 975
Change+1,281 (+131%)
Value$65.4K (+$35.3K)
Filed 2026-11-09
Sonoma Allocations LLC
N/A
Shares— from 31,289
Change-31,289 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,664
Change-17,664 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,767
Change-15,767 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,170
Change-7,170 (-100%)
Value—
FMR LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
EdgeRock Capital LLC
INCREASED576,688542,677+34,011+6%$16.8M$16.7M-$59.0K2026-11-03
PlanVest Financial, Inc
INCREASED2,256975+1,281+131%$30.2K$65.4K+$35.3K2026-11-09
Sonoma Allocations LLC
N/A—31,289-31,289-100%$967.2K———
Cerity Partners LLC
N/A—17,664-17,664-100%$546.3K———
Integrated Wealth Concepts LLC
N/A—15,767-15,767-100%$487.7K———
MAI Capital Management
N/A—7,607-7,607-100%$235.3K———
Citadel Advisors LLC
N/A—7,170-7,170-100%$221.8K———
FMR LLC
N/A—252-252-100%$7.8K———
Osaic Holdings, Inc.
N/A—30-30-100%$927———
Showing 9 of 9 institutions