IDEQ — Lazard Active ETF Tr Institutional Holders · Q3 2026
Who owns Lazard Active ETF Tr (IDEQ)? 5 institutions reported holding $51.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tompkins Financial Corp ($33.0M), Baker Tilly Wealth Management, LLC ($10.1M), Coastline Trust Co ($4.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TOMPKINS FINANCIAL CORP | $33.0M | 942,394 | Added |
| 2 | BAKER TILLY WEALTH MANAGEMENT, LLC | $10.1M | 287,189 | Added |
| 3 | Coastline Trust Co | $4.8M | 135,925 | Hold |
| 4 | Bill Few Associates, Inc. | $3.0M | 84,557 | Added |
| 5 | YHB Investment Advisors, Inc. | $1.0M | 29,026 | Added |
Source: SEC Form 13F filings · as of 2026-09-30