LAZARD INTL DYNAMIC EQY ETF IDEQ
$34.76
+0.4% 52w: $25.21 – $35.91
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data25.2130.5635.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
58
+38 QoQ
13F value
$271.3M
+193.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IDEQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.7M | $54.0M | 0.0% | +195.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.5M | $48.0M | 0.0% | +6.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 663.5K | $21.1M | 0.0% | New |
| Pinnacle Wealth Management, LLC | Wealth advisor | 452.9K | $14.4M | 9.7% | New |
| DENVER WEALTH MANAGEMENT, INC. | Wealth advisor | 431.0K | $13.7M | 4.7% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 297.8K | $9.2M | 0.0% | +69.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 271.1K | $8.6M | 0.0% | +1165.8% |
| Meridian Financial Partners LLC | Wealth advisor | 245.7K | $7.9M | 3.0% | New |
| Prosperity Bancshares Inc | Other | 237.5K | $7.5M | 6.0% | +63.8% |
| Independent Advisor Alliance | Wealth advisor | 227.2K | $7.2M | 0.1% | New |
| Western Wealth Management, LLC | Wealth advisor | 200.5K | $6.4M | 0.2% | New |
| Members Advisory Group LLC | Wealth advisor | 174.3K | $5.5M | 1.9% | New |
| Provident Wealth Management, LLC | Wealth advisor | 156.2K | $5.0M | 1.5% | +11.9% |
| Sigma Planning Corp | Wealth advisor | 147.5K | $4.7M | 0.1% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 141.4K | $4.5M | 0.0% | +32.2% |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 133.0K | $4.2M | 0.6% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 126.9K | $4.0M | 0.0% | +24.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 115.8K | $3.7M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 106.3K | $3.4M | 0.0% | New |
| Endowment Wealth Management, Inc. | Wealth advisor | 105.6K | $3.4M | 1.5% | +2.5% |
| FLOW TRADERS U.S. LLC | Market maker | 102.7K | $3.3M | 0.1% | New |
| Cornerstone Planning Group LLC | Wealth advisor | 83.9K | $2.9M | 0.4% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 86.0K | $2.7M | 0.0% | New |
| Future Financial Wealth Managment LLC | Wealth advisor | 75.7K | $2.6M | 1.7% | New |
| Payne Capital LLC | Wealth advisor | 73.6K | $2.3M | 2.1% | -6.5% |
| Coastline Trust Co | Other | 71.0K | $2.3M | 0.2% | New |
| MEMBERS WEALTH LLC | Wealth advisor | 64.1K | $2.2M | 1.3% | +304.7% |
| Bill Few Associates, Inc. | Other | 66.3K | $2.1M | 0.5% | +508.2% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 51.0K | $1.6M | 0.1% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 47.3K | $1.5M | 0.0% | +50.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 44.6K | $1.4M | 0.0% | New |
| World Investment Advisors | Wealth advisor | 42.1K | $1.3M | 0.0% | New |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Wealth advisor | 31.5K | $1.0M | 0.2% | New |
| JANE STREET GROUP, LLC | Market maker | 30.3K | $963K | 0.0% | -31.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 26.0K | $825K | 0.0% | New |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 21.3K | $678K | 0.1% | -39.1% |
| Embree Financial Group | Wealth advisor | 21.0K | $667K | 0.1% | New |
| Swisher Financial Concepts, Inc. | Wealth advisor | 20.1K | $637K | 0.4% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 19.3K | $611K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 17.5K | $555K | 0.0% | New |
| FIRST AMERICAN BANK ★2 | Fundamental diversified | 11.9K | $378K | 0.0% | New |
| Redwood Financial Network Corp | Wealth advisor | 11.8K | $376K | 0.2% | New |
| United Advisor Group, LLC | Wealth advisor | 8.5K | $269K | 0.0% | New |
| Sunpointe, LLC | Other | 8.5K | $269K | 0.1% | New |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 8.3K | $262K | 0.0% | New |
| CreativeOne Wealth, LLC | Wealth advisor | 8.2K | $259K | 0.0% | New |
| PlanVest Financial, Inc | Wealth advisor | 8.1K | $257K | 0.2% | — |
| HRT FINANCIAL LP | Diversified mechanical | 7.5K | $238K | 0.0% | New |
| Wedmont Private Capital | Wealth advisor | 6.9K | $233K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 5.8K | $186K | 0.0% | +8.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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