SYZ Institutional Ownership & Shareholders
LAZARD US SYTEM SM CAP ETF (SYZ) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Edgerock Capital Llc is currently the largest disclosed institutional shareholder of SYZ tracked by InsiderSet, reporting ownership valued at approximately $16.79M 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 $15.93M, representing an estimated loss of -5.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SYZ value among the investors covered in this analysis. Major shareholders include Edgerock Capital Llc, Sonoma Allocations Llc, Cerity Partners Llc, and several other long-term asset managers with concentrated positions in LAZARD US SYTEM SM CAP ETF (SYZ).
This page ranks the largest institutional SYZ 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
9
Total Reported Value
$19.28M
Largest Holder
Edgerock Capital Llc
Largest Position
$16.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
12
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Edgerock Capital Llc | 3.80% | 542,677 | $16,785,168 | $15,932,183 | -$852,985 | -5.08% | |
| Sonoma Allocations Llc | 0.30% | 31,289 | $967,151 | $918,598 | -$48,553 | -5.02% | |
| Cerity Partners Llc | 0.00% | 17,664 | $546,346 | $518,589 | -$27,757 | -5.08% | |
| Integrated Wealth Concepts Llc | 0.00% | 15,767 | $487,692 | $462,895 | -$24,797 | -5.08% | |
| Mai Capital Management | 0.00% | 7,607 | $235,304 | $223,330 | -$11,974 | -5.09% | |
| Citadel Advisors Llc | 0.00% | 7,170 | $221,770 | $210,500 | -$11,270 | -5.08% | |
| Planvest Financial, Inc | 0.02% | 975 | $30,157 | $28,625 | -$1,532 | -5.08% | |
| Fmr Llc | 0.00% | 252 | $7,794 | $7,398 | -$396 | -5.08% | |
| Osaic Holdings, Inc. | 0.00% | 30 | $927 | $881 | -$46 | -4.99% |
Frequently asked questions about SYZ
Who are the largest institutional holders of SYZ?
The largest institutional holders of SYZ reported in the latest SEC Form 13F filings include Edgerock Capital Llc, Sonoma Allocations Llc, Cerity Partners Llc, Integrated Wealth Concepts Llc, and Mai Capital Management. InsiderSet ranks institutional holders by their latest reported SYZ position.
What is SYZ institutional ownership?
This page tracks SYZ positions reported by institutional investment managers through SEC Form 13F. LAZARD US SYTEM SM CAP ETF (SYZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SYZ?
InsiderSet currently tracks 9 institutional managers reporting SYZ 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 SYZ shareholders.
How much SYZ stock do institutions own?
Institutional investment managers disclosed approximately $19.28M in SYZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SYZ institutional ownership last updated?
The latest SYZ 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 SYZ 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 SYZ position after the reporting date.
Are institutions buying or selling SYZ?
Institutional buying and selling can be analyzed by comparing SYZ positions across consecutive 13F reporting periods. InsiderSet's SYZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SYZ ownership changes.
How has SYZ institutional ownership changed over time?
InsiderSet tracks SYZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.