Who Owns LAZARD ACTIVE ETF TR (THMZ)? -- Institutional Holders (2026-03-31)
34 institutions reported holding $118.7M of LAZARD ACTIVE ETF TR (THMZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($63.1M), RAYMOND JAMES FINANCIAL INC ($16.2M), EdgeRock Capital LLC ($13.7M), CAPTRUST FINANCIAL ADVISORS ($4.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($3.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $63.1M | 2.4M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $16.2M | 579,753 | Added |
| 3 | EdgeRock Capital LLC | $13.7M | 526,021 | Added |
| 4 | CAPTRUST FINANCIAL ADVISORS | $4.1M | 158,341 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 139,916 | Added |
| 6 | NICOLET BANKSHARES INC | $3.4M | 126,407 | New |
| 7 | Waverly Advisors, LLC | $3.1M | 118,521 | Hold |
| 8 | CITADEL ADVISORS LLC | $3.0M | 116,070 | Added |
| 9 | ASSETMARK, INC | $1.6M | 61,143 | Hold |
| 10 | OLD MISSION CAPITAL LLC | $1.2M | 45,621 | New |
| 11 | LPL Financial LLC | $1.0M | 39,004 | Added |
| 12 | BIP Wealth, LLC | $968,503 | 36,135 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $625,880 | 23,352 | Added |
| 14 | JANE STREET GROUP, LLC | $559,212 | 19,116 | Trimmed |
| 15 | Cerity Partners LLC | $545,255 | 20,892 | Trimmed |
| 16 | Sonoma Allocations LLC | $479,444 | 18,147 | New |
| 17 | FIFTH THIRD BANCORP | $306,143 | 11,597 | New |
| 18 | Robertson Stephens Wealth Management, LLC | $281,243 | 9,614 | Added |
| 19 | WealthPlan Investment Management, LLC | $219,992 | 8,524 | Trimmed |
| 20 | Sherman Wealth Management LLC | $210,095 | 7,839 | New |
| 21 | Rockefeller Capital Management L.P. | $164,710 | 6,382 | Hold |
| 22 | OSAIC HOLDINGS, INC. | $55,113 | 2,135 | Trimmed |
| 23 | Glass Jacobson Investment Advisors llc | $42,120 | 1,632 | Hold |
| 24 | UBS Group AG | $36,493 | 1,414 | Added |
| 25 | CWM, LLC | $29,525 | 1,144 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31