LAZARD INTL DYNAMIC EQY ETF (IDEQ) Institutional Shareholders
LAZARD INTL DYNAMIC EQY ETF (IDEQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $644.08M in IDEQ holdings during the latest filing period.
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 $86.38M, representing an estimated gain of +1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
90
Total Reported Value
$644.08M
Largest Holder
Lpl Financial Llc
Largest Position
$85.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
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 | $86,382,762 | +$1,357,699 | +1.60% | |
| Raymond James Financial Inc | 0.02% | 1,727,238 | $60,574,254 | $61,541,490 | +$967,236 | +1.60% | |
| Northwest Financial Advisors | 7.82% | 1,676,055 | $58,779,265 | $59,717,840 | +$938,575 | +1.60% | |
| Bank Of New York Mellon Corp | 0.01% | 1,569,805 | $55,053,059 | $55,932,152 | +$879,093 | +1.60% | |
| Cibc Bancorp Usa Inc. | 0.05% | 1,168,787 | $40,808,139 | $41,643,881 | +$835,742 | +2.05% | |
| Tompkins Financial Corp | 2.13% | 869,425 | $30,490,735 | $30,977,613 | +$486,878 | +1.60% | |
| Snowden Capital Advisors Llc | 0.52% | 624,788 | $21,911,315 | $22,261,196 | +$349,881 | +1.60% | |
| Denver Wealth Management, Inc. | 5.65% | 562,823 | $19,738,185 | $20,053,383 | +$315,198 | +1.60% | |
| Alliance Wealth Advisors, Llc | 6.38% | 455,384 | $15,970,317 | $16,225,332 | +$255,015 | +1.60% | |
| Jones Financial Companies Lllp | 0.01% | 458,737 | $15,872,289 | $16,344,799 | +$472,510 | +2.98% | |
| Northland Securities, Inc. | 8.43% | 412,738 | $14,474,721 | $14,705,855 | +$231,134 | +1.60% | |
| Jsf Financial, Llc | 2.31% | 409,180 | $14,349,926 | $14,579,083 | +$229,157 | +1.60% | |
| Pinnacle Wealth Management, Llc | 8.82% | 405,922 | $14,235,672 | $14,463,001 | +$227,329 | +1.60% | |
| Envestnet Asset Management Inc | 0.00% | 373,249 | $13,089,831 | $13,298,862 | +$209,031 | +1.60% | |
| Navigation Group, Llc | 2.29% | 334,968 | $11,747,328 | $11,934,910 | +$187,582 | +1.60% | |
| Members Advisory Group Llc | 3.05% | 311,190 | $10,913,467 | $11,087,700 | +$174,233 | +1.60% | |
| Western Wealth Management, Llc | 0.35% | 308,941 | $10,834,562 | $11,007,568 | +$173,006 | +1.60% | |
| Prosperity Bancshares Inc | 7.06% | 308,275 | $10,811,204 | $10,983,838 | +$172,634 | +1.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 274,463 | $9,625,401 | $9,779,117 | +$153,716 | +1.60% | |
| Pnc Financial Services Group, Inc. | 0.00% | 250,650 | $8,790,305 | $8,930,660 | +$140,355 | +1.60% | |
| Wells Fargo & Company/Mn | 0.00% | 211,736 | $7,425,582 | $7,544,154 | +$118,572 | +1.60% | |
| Provident Wealth Management, Llc | 1.58% | 174,568 | $6,122,086 | $6,219,858 | +$97,772 | +1.60% | |
| Sigma Planning Corp | 0.15% | 169,655 | $5,949,784 | $6,044,808 | +$95,024 | +1.60% | |
| Truist Financial Corp | 0.01% | 166,436 | $5,836,924 | $5,930,115 | +$93,191 | +1.60% | |
| Baker Tilly Wealth Management, Llc | 1.23% | 163,102 | $5,720,003 | $5,811,324 | +$91,321 | +1.60% | |
| Spartan Wealth Advisory Services Llc | 0.46% | 161,455 | $5,662,227 | $5,752,642 | +$90,415 | +1.60% | |
| Flow Traders U.S. Llc | 0.21% | 143,000 | $5,015,000 | $5,095,090 | +$80,090 | +1.60% | |
| Sentinel Pension Advisors, Llc | 0.65% | 145,966 | $4,958,465 | $5,200,769 | +$242,304 | +4.89% | |
| Coastline Trust Co | 0.42% | 135,925 | $4,766,890 | $4,843,008 | +$76,118 | +1.60% | |
| Cetera Investment Advisers | 0.00% | 131,939 | $4,627,107 | $4,700,987 | +$73,880 | +1.60% | |
| Private Advisor Group, Llc | 0.02% | 129,598 | $4,545,000 | $4,617,577 | +$72,577 | +1.60% | |
| Endowment Wealth Management, Inc. | 1.54% | 113,659 | $3,986,022 | $4,049,670 | +$63,648 | +1.60% | |
| Benson Investment Management Company, Inc. | 18.95% | 101,480 | $3,558,904 | $3,615,732 | +$56,828 | +1.60% | |
| D.A. Davidson & Co. | 0.02% | 96,505 | $3,384,430 | $3,438,473 | +$54,043 | +1.60% | |
| Sanctuary Advisors, Llc | 0.02% | 94,223 | $3,304,412 | $3,357,165 | +$52,753 | +1.60% | |
| Cornerstone Planning Group Llc | 0.38% | 87,244 | $3,024,756 | $3,108,504 | +$83,748 | +2.77% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 84,974 | $2,980,047 | $3,027,624 | +$47,577 | +1.60% | |
| Jane Street Group, Llc | 0.00% | 74,738 | $2,621,062 | $2,662,915 | +$41,853 | +1.60% | |
| Bill Few Associates, Inc. | 0.56% | 74,221 | $2,602,913 | $2,644,494 | +$41,581 | +1.60% | |
| Payne Capital Llc | 2.15% | 73,588 | $2,580,723 | $2,621,940 | +$41,217 | +1.60% | |
| Future Financial Wealth Managment Llc | 1.59% | 74,370 | $2,556,099 | $2,649,803 | +$93,704 | +3.67% | |
| Embree Financial Group | 0.25% | 70,856 | $2,484,920 | $2,524,599 | +$39,679 | +1.60% | |
| Gts Securities Llc | 0.05% | 70,630 | $2,476,994 | $2,516,547 | +$39,553 | +1.60% | |
| Members Wealth Llc | 1.20% | 62,418 | $2,188,987 | $2,223,953 | +$34,966 | +1.60% | |
| Dynamic Advisor Solutions Llc | 0.06% | 61,115 | $2,143,320 | $2,177,527 | +$34,207 | +1.60% | |
| Avise Financial Cooperative, Inc. | 1.21% | 48,563 | $1,703,114 | $1,730,300 | +$27,186 | +1.60% | |
| Stifel Financial Corp | 0.00% | 41,802 | $1,465,997 | $1,489,405 | +$23,408 | +1.60% | |
| World Investment Advisors | 0.02% | 42,086 | $1,336,231 | $1,499,524 | +$163,293 | +12.22% | |
| Leavell Investment Management, Inc. | 0.05% | 37,523 | $1,315,932 | $1,336,944 | +$21,012 | +1.60% | |
| Assuredpartners Investment Advisors, Llc | 0.13% | 37,097 | $1,301,002 | $1,321,766 | +$20,764 | +1.60% |
Frequently asked questions about IDEQ
Who owns the most IDEQ stock?
The largest holders of IDEQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LAZARD INTL DYNAMIC EQY ETF (IDEQ).
Is IDEQ widely held by superinvestors?
Many widely followed stocks like IDEQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IDEQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.