IDEQ Institutional Ownership & Shareholders
LAZARD INTL DYNAMIC EQY ETF (IDEQ) is currently held by 99 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $707.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IDEQ tracked by InsiderSet, reporting ownership valued at approximately $85.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $81.05M, representing an estimated loss of -4.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed IDEQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Northwest Financial Advisors, and several other long-term asset managers with concentrated positions in LAZARD INTL DYNAMIC EQY ETF (IDEQ).
This page ranks the largest institutional IDEQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$707.65M
Largest Holder
Lpl Financial Llc
Largest Position
$85.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 2,424,439 | $85,025,063 | $81,048,996 | -$3,976,067 | -4.68% | |
| Raymond James Financial Inc | 0.02% | 1,727,238 | $60,574,254 | $57,741,566 | -$2,832,688 | -4.68% | |
| Northwest Financial Advisors | 8.00% | 1,697,284 | $59,438,886 | $56,740,204 | -$2,698,682 | -4.54% | |
| Bank Of New York Mellon Corp | 0.01% | 1,569,805 | $55,053,059 | $52,478,581 | -$2,574,478 | -4.68% | |
| Cibc Bancorp Usa Inc. | 0.05% | 1,168,787 | $40,808,139 | $39,072,549 | -$1,735,590 | -4.25% | |
| Tompkins Financial Corp | 2.33% | 942,394 | $33,002,638 | $31,504,231 | -$1,498,407 | -4.54% | |
| Snowden Capital Advisors Llc | 0.52% | 624,788 | $21,911,315 | $20,886,663 | -$1,024,652 | -4.68% | |
| Denver Wealth Management, Inc. | 5.65% | 562,823 | $19,738,185 | $18,815,173 | -$923,012 | -4.68% | |
| Alliance Wealth Advisors, Llc | 6.83% | 488,178 | $17,095,994 | $16,319,791 | -$776,203 | -4.54% | |
| Jones Financial Companies Lllp | 0.01% | 458,737 | $15,872,289 | $15,335,578 | -$536,711 | -3.38% | |
| Jsf Financial, Llc | 2.30% | 423,463 | $14,829,673 | $14,156,368 | -$673,305 | -4.54% | |
| Northland Securities, Inc. | 8.42% | 194,712 | $14,386,741 | $6,509,222 | -$7,877,519 | -54.76% | |
| Pinnacle Wealth Management, Llc | 8.82% | 405,922 | $14,235,672 | $13,569,972 | -$665,700 | -4.68% | |
| Envestnet Asset Management Inc | 0.00% | 373,249 | $13,089,831 | $12,477,714 | -$612,117 | -4.68% | |
| Meridian Financial Partners Llc | 4.03% | 359,120 | $12,325,010 | $12,005,382 | -$319,628 | -2.59% | |
| Navigation Group, Llc | 2.30% | 329,224 | $11,529,441 | $11,005,958 | -$523,483 | -4.54% | |
| Members Advisory Group Llc | 3.05% | 311,190 | $10,913,467 | $10,403,082 | -$510,385 | -4.68% | |
| Western Wealth Management, Llc | 0.35% | 308,941 | $10,834,562 | $10,327,898 | -$506,664 | -4.68% | |
| Prosperity Bancshares Inc | 7.06% | 308,275 | $10,811,204 | $10,305,633 | -$505,571 | -4.68% | |
| Commonwealth Equity Services, Llc | 0.01% | 299,026 | $10,471,879 | $9,996,439 | -$475,440 | -4.54% | |
| Rfg Advisory, Llc | 0.14% | 291,293 | $10,201,081 | $9,737,925 | -$463,156 | -4.54% | |
| Baker Tilly Wealth Management, Llc | 2.00% | 287,189 | $10,057,374 | $9,600,728 | -$456,646 | -4.54% | |
| Pnc Financial Services Group, Inc. | 0.00% | 250,650 | $8,790,305 | $8,379,230 | -$411,076 | -4.68% | |
| Wells Fargo & Company/Mn | 0.00% | 211,736 | $7,425,582 | $7,078,334 | -$347,248 | -4.68% | |
| Foundry Financial Group, Inc. | 3.02% | 207,313 | $7,260,101 | $6,930,474 | -$329,627 | -4.54% | |
| Madrona Financial Services, Llc | 1.06% | 195,822 | $6,857,684 | $6,546,329 | -$311,355 | -4.54% | |
| Sigma Planning Corp | 0.16% | 180,893 | $6,334,877 | $6,047,253 | -$287,624 | -4.54% | |
| Truist Financial Corp | 0.01% | 174,228 | $6,101,478 | $5,824,442 | -$277,036 | -4.54% | |
| Spartan Wealth Advisory Services Llc | 0.46% | 161,455 | $5,662,227 | $5,397,441 | -$264,786 | -4.68% | |
| Sentinel Pension Advisors, Llc | 0.71% | 161,224 | $5,646,082 | $5,389,718 | -$256,364 | -4.54% | |
| Provident Wealth Management, Llc | 2.00% | 160,901 | $5,634,739 | $5,378,920 | -$255,819 | -4.54% | |
| Future Financial Wealth Managment Llc | 3.29% | 153,127 | $5,362,505 | $5,119,036 | -$243,469 | -4.54% | |
| Flow Traders U.S. Llc | 0.21% | 143,000 | $5,015,000 | $4,780,490 | -$234,510 | -4.68% | |
| Coastline Trust Co | 0.44% | 135,925 | $4,760,094 | $4,543,973 | -$216,121 | -4.54% | |
| Cetera Investment Advisers | 0.00% | 131,939 | $4,627,107 | $4,410,721 | -$216,386 | -4.68% | |
| Private Advisor Group, Llc | 0.02% | 129,598 | $4,545,000 | $4,332,461 | -$212,539 | -4.68% | |
| Endowment Wealth Management, Inc. | 1.50% | 125,175 | $4,383,639 | $4,184,600 | -$199,039 | -4.54% | |
| Cornerstone Planning Group Llc | 0.49% | 114,070 | $3,967,361 | $3,813,360 | -$154,001 | -3.88% | |
| D.A. Davidson & Co. | 0.02% | 102,858 | $3,602,087 | $3,438,543 | -$163,544 | -4.54% | |
| Benson Investment Management Company, Inc. | 20.02% | 101,626 | $3,558,943 | $3,397,357 | -$161,586 | -4.54% | |
| Embree Financial Group | 0.33% | 95,396 | $3,340,768 | $3,189,088 | -$151,680 | -4.54% | |
| Sanctuary Advisors, Llc | 0.02% | 94,223 | $3,304,412 | $3,149,875 | -$154,537 | -4.68% | |
| Td Waterhouse Canada Inc. | 0.01% | 95,322 | $3,265,537 | $3,186,614 | -$78,923 | -2.42% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 84,974 | $2,980,047 | $2,840,681 | -$139,366 | -4.68% | |
| Bill Few Associates, Inc. | 0.62% | 84,557 | $2,961,169 | $2,826,741 | -$134,428 | -4.54% | |
| Members Wealth Llc | 1.31% | 75,524 | $2,629,001 | $2,524,767 | -$104,234 | -3.96% | |
| Jane Street Group, Llc | 0.00% | 74,738 | $2,621,062 | $2,498,491 | -$122,571 | -4.68% | |
| Sunpointe, Llc | 0.80% | 74,836 | $2,620,753 | $2,501,767 | -$118,986 | -4.54% | |
| Payne Capital Llc | 2.15% | 73,588 | $2,580,723 | $2,460,047 | -$120,676 | -4.68% | |
| Gts Securities Llc | 0.05% | 70,630 | $2,476,994 | $2,361,161 | -$115,833 | -4.68% |
Frequently asked questions about IDEQ
Who are the largest institutional holders of IDEQ?
The largest institutional holders of IDEQ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Northwest Financial Advisors, Bank Of New York Mellon Corp, and Cibc Bancorp Usa Inc.. InsiderSet ranks institutional holders by their latest reported IDEQ position.
What is IDEQ institutional ownership?
This page tracks IDEQ positions reported by institutional investment managers through SEC Form 13F. LAZARD INTL DYNAMIC EQY ETF (IDEQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IDEQ?
InsiderSet currently tracks 99 institutional managers reporting IDEQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IDEQ shareholders.
How much IDEQ stock do institutions own?
Institutional investment managers disclosed approximately $707.65M in IDEQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IDEQ institutional ownership last updated?
The latest IDEQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IDEQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IDEQ position after the reporting date.
Are institutions buying or selling IDEQ?
Institutional buying and selling can be analyzed by comparing IDEQ positions across consecutive 13F reporting periods. InsiderSet's IDEQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IDEQ ownership changes.
How has IDEQ institutional ownership changed over time?
InsiderSet tracks IDEQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.