IDEQ

Lazard Intl Dynamic Eqy ETF

+$179.5M

Net Activity

Institutions Holding

58

Popularity Rank

#5622

Avg Weight

0.64%

Total Value

$271.8M

Ownership Trend

58 institutions currently hold IDEQ, with 54 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

54

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$54.0M
BO
Bank of New York Mellon Corp
$48.0M
RJ
Raymond James Financial INC
$21.1M
PW
Pinnacle Wealth Management, LLC
$14.4M
DW
Denver Wealth Management, INC.
$13.7M

Top 5 by Conviction

PW
Pinnacle Wealth Management, LLC
9.69%
PB
Prosperity Bancshares Inc
6.04%
DW
Denver Wealth Management, INC.
4.71%
MF
Meridian Financial Partners LLC
2.99%
PC
Payne Capital LLC
2.14%
View all 58 holding institutions

Quarterly Activity

Recent Activity

+$267.6M

Total Buy Value

$5.7M

Total Sell Value

New buy41
Trim3
Add13
Sold out4

54

Net Buyers

7

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding LAZARD INTL DYNAMIC EQY ETF (IDEQ)?
Major stakeholders currently include LPL Financial LLC ($54.0M), Bank of New York Mellon Corp ($48.0M), Raymond James Financial INC ($21.1M). Based on the latest 13F filings, there are a total of 58 tracked investment funds and institutions maintaining positions in IDEQ.
What is the overall institutional sentiment toward IDEQ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $179.5M, driven by 54 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their IDEQ positions?
In the latest period, 3 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $5.7M.
Are there any notable investors adding IDEQ to their portfolios?
Yes, buying activity remains notable. 41 institutions opened new positions in {ticker}, and 13 existing holders added to their shares. The total reported buy value for the quarter amounted to $267.6M.

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