§ EQUITY
USDIDEQ
LAZARD INTL DYNAMIC EQY ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
87 increased/new, 5 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 1.7M | 0.0% | +195% |
| Bank of New York Mellon Corp | 1.5M | 0.0% | +6% |
| RAYMOND JAMES FINANCIAL INC | 663K | 0.0% | n/a |
| Pinnacle Wealth Management, LLC | 453K | 9.7% | n/a |
| DENVER WEALTH MANAGEMENT, INC. | 431K | 4.7% | n/a |
| JONES FINANCIAL COMPANIES LLLP | 298K | 0.0% | +70% |
◇ AC INTELLIGENCE
Top institutional owners for IDEQ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER74.9% · 50 holders
DEALER / BANK21.8% · 5 holders
INCOME / DEFENSIVE2.0% · 2 holders
TACTICAL / MACRO1.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IDEQ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IDEQ yet.